- Revision History
- Overview
- Pre-Update and Post-Update Tasks
- Optional Uptake of New Features (Opt In)
- Feature Summary
- Supply Chain Planning
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Product | Feature | Notes |
|---|---|---|---|
| 18 NOV 2021 | Cross-Product Enhancements | Access SCM Application Pages Using Quick Actions | Updated document. Revised feature information. |
| 30 JUL 2021 | Cross-Product Enhancements | Access SCM Application Pages Using Quick Actions | Updated document. Revised feature information. |
| 18 JUN 2021 | Created initial document. |
This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.
SECURITY AND NEW FEATURES
The Role section of each feature identifies the security privilege and job role required to use the feature. If feature setup is required, then the Application Implementation Consultant job role is required to perform the setup, unless otherwise indicated. (If a feature doesn't include a Role section, then no security changes are required to use the feature.)
If you have created job roles, then you can use this information to add new privileges to those roles as needed. For details about how to compare your configured job roles to predefined job roles and add security artifacts to your configured job roles, see the Security Console and Roles and Role Assignments chapters in the Oracle SCM Cloud: Securing SCM guide on the Oracle Help Center.
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Pre-Update and Post-Update Tasks
Depending on the features you're using in your Cloud applications, you may be required to perform certain steps immediately before or after your quarterly update. For details of these pre-update and post-update steps and the product areas that are affected, please refer to Oracle SCM Cloud: Performing Your Quarterly Update (doc ID 2337485.1) on My Oracle Support.
Optional Uptake of New Features (Opt In)
Oracle Cloud Applications delivers new updates every quarter. This means every three months you'll receive new functionality to help you efficiently and effectively manage your business. Some features are delivered Enabled meaning they are immediately available to end users. Other features are delivered Disabled meaning you have to take action to make available. Features delivered Disabled can be activated for end users by stepping through the following instructions using the following privileges:
- Review Applications Offering (ASM_REVIEW_APPLICATIONS_OFFERINGS_PRIV)
- Configure Oracle Fusion Applications Offering (ASM_CONFIGURE_OFFERING_PRIV)
Here’s how you opt in to new features:
- Click Navigator > My Enterprise > New Features.
- On the Features Overview page, select your offering to review new features specific to it. Or, you can leave the default selection All Enabled Offerings to review new features for all offerings.
- On the New Features tab, review the new features and check the opt-in status of the feature in the Enabled column. If a feature has already been enabled, you will see a check mark. Otherwise, you will see an icon to enable the feature.
- Click the icon in the Enabled column and complete the steps to enable the feature.
In some cases, you might want to opt in to a feature that's not listed in the New Features work area. Here's how to opt in:
- Click Navigator > My Enterprise > Offerings.
- On the Offerings page, select your offering, and then click Opt In Features.
- On the Opt In page, click the Edit Features (pencil) icon for the offering, or for the functional area that includes your feature.
- On the Edit Features page, complete the steps to enable the feature.
For more information and detailed instructions on opting in to new features for your offering, see Offering Configuration.
Opt In Expiration
Occasionally, features delivered Disabled via Opt In may be enabled automatically in a future update. This is known as an Opt In Expiration. If your cloud service has any Opt In Expirations you will see a related tab in this document. Click on that tab to see when the feature was originally delivered Disabled, and when the Opt In will expire, potentially automatically enabling the feature. You can also click here to see features with Opt In Expirations across all Oracle Cloud Applications.
Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
| Ready for Use by End Users Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
Customer Must Take Action before Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
|||||
|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
|
||
Specify Service Levels for Segments for Safety Stock Calculations |
||||||
Map and Collect Supply Demand Entities with User-Defined Attributes |
||||||
Analyze Plans Using Oracle Transactional Business Intelligence |
||||||
Manage Attribute Values for Supply and Demand Entities Using REST Services |
||||||
Plan Supply Considering Project Control Levels for External Source Systems |
||||||
Synchronize Availability Data for Contract Manufacturers with Constrained Supply |
||||||
Compress Purchasing Lead Times for Orders Within the Lead Time |
||||||
Prioritize Constrained Products with Higher Prices Based on Exchange Rates |
||||||
Access SCM Application Pages Using Quick Actions
In this update, Oracle Supply Chain Management Cloud delivers new quick actions that provide easy navigation from the home page directly to specific application pages without using the menu structure. With a single click, you can initiate tasks from the home page.
Each tab group on the home page displays an initial set of quick actions that are based on your function security privileges. The actions available to you are controlled by the job roles you're assigned. Click Show More to see all of the quick actions that are available to you in that tab group:
Quick Actions on the Home Page for the Supply Chain Execution Tab Group
Quick actions are automatically available if your environment has a theme that includes the news feed layout on the home page. See the Tips and Considerations section for additional details.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- To see quick actions, your environment must have a theme that includes the news feed layout on the home page, such as the Redwood theme, which was the default theme as of update 20C. If your administrator created and applied a configured theme to your environment, however, the Redwood theme won’t override your configured theme. Administrators can use the Themes page of the Appearance work area to manage environment themes.
- Users who are assigned the predefined Application Implementation Consultant job role, or a similar configured job role, can perform selected configurations of the Quick Action links. For details and instructions, see Configure Quick Actions on the Oracle Help Center.
Configure Color by Measure to Display in a Graph
When you configure graphs, sometimes you want to have a consistent color for a specific measure in your graphs. For example, if you have multiple graphs that display the forecast, it can help you and other planners who use the graphs to quickly identify the forecast measure if the same color is used for the measure in all of the graphs. Previously, the measure color was automatically selected.
To select a graph color for a specific measure for all graphs, select the graph color on the Edit Measure page.
Graph Color Field on the Edit Measure Page (Navigation: Manage Planning Measures > Select a measure > Edit Measure)
To add a graph color for a specific measure for a specific graph, select the graph color for the measure on the Format Measures page.
Graph Color Column on the Format Measures Page (Navigation: When viewing a graph or table, click View Menu > Select Format Measures)
If a graph color has been configured for a measure for all graphs, but you want the graph color assigned automatically for that measure for a specific graph, then select the Assign Graph Color Automatically option on the Format Measures page.
Assign Graph Color Automatically Column on the Format Measures Page (Navigation: When viewing a graph or table, click View Menu > Select Format Measures)
Improve consistency when viewing the same measure in multiple graphs and highlight the impact of the measure.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- You may have to change which color you select for a measure. If the color you configure for a measure is the same color as one of the colors automatically assigned to a measure in a specific graph, then you have to select a different color for the measure you're configuring.
- In bar, line and radar graphs, a measure must be the only one located in the Y-Axis to display the configured graph color.
- Plan Comparison: The configured measure color in the graph is honored for only the measure itself and not for measures that represent the compared plans.
- Archive Plan: When using Waterfall Analysis or Trend Analysis graphs, the configured measure color is honored for only the measure itself and not for the measures that represent the archive.
- Export and Import: Graph color settings are kept when exporting and importing a measure from different environments.
Key Resources
- The Configure Color by Measure to Display in a Graph readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
- Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Maintain Planning Tables (MSC_MAINTAIN_PLANNING_TABLES_PRIV)
Stop Forecast Generation on Product Discontinuation Date
Rapidly changing markets require nimble responses from supply chain organizations in the context of product lifecycle decisions, such as launching new products or discontinuing existing products. With this update, you can specify these decisions in Oracle Cloud Demand Management so that the correct demand signals respecting these dates are generated.
You can use new discontinuation date measures to stop forecasting at the end of a product's life cycle. These measures include the Discontinuation Date, Adjusted Discontinuation Date, and Final Discontinuation Date measures. As a planner, you can:
- Select a discontinuation date measure for the new DiscontinuationDateMeasure parameter.
- Load the Discontinuation Date for product and organizations from an external source, modify the Adjusted Discontinuation Date in a table, or both.
The Demand Planning process will stop generating a forecast from the discontinuation date onward.
Enhance the management of forecasts by considering product discontinuation date.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- There's no measure selected by default for the new DiscontinuationDateMeasure parameter.
- When selecting a measure, the selected measure must have the same dimensionality as the output measure in the forecast profile excluding the time dimension.
- The selected measure must be enabled in same work areas as selected in forecast profile.
- If the selected measure contains null value for discontinuation date, then the forecast will get generated for entire forecast horizon.
- Discontinue date is respected at the lowest level in forecast tree.
- When discontinue date falls in the middle of a time period, the date will be aligned to beginning of the period.
- New measures Adjusted Launch Date and Final Launch Date were added for launch date feature.
Key Resources
- Watch the Stop Forecast Generation on the Product Discontinuation Date readiness training available on Oracle Cloud Readiness for Supply Chain Planning
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or own configured job roles.
- Users who are assigned any of these predefined job roles are automatically able to access this feature.
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
There are no new security privileges needed to access this enhancement. Users who currently have access to the Manage Forecasting Profiles task and plan actions will automatically be able to use this feature.
Maintain optimum inventory levels at each node of your supply chain to meet customer service targets at the lowest inventory cost. Use automated processes to maintain inventory policy parameters and improve customer service levels. These automated processes dynamically update the inventory to keep on hand and reduce costs by calculating the economic order quantity for replenishment when appropriate.
After you opt in to the feature named Replenishment Planning, you can use the features described in this section.
Load Planning Data for a Selected Group of Organizations
In many companies the frequency and timing of the supply and demand data collection processes can’t be coordinated across functional organization boundaries. Previously, supply and demand data loaded using file-based data import (FBDI) with the targeted refresh option would wipe out the data for the other organizations whose data was not in the file. With this update, the data for only those organizations that are in the load file will be purged prior to the load of the new data.
Ensure supply and demand data integrity in Oracle Cloud Supply Chain Planning by organization when using the targeted refresh data load option.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
Tips And Considerations
When you opt in to use this feature, you must opt in to the feature named: Replenishment Planning. Opting in to the Replenishment Planning feature also enables the feature described here. If you previously opted in to the Replenishment Planning feature, then this feature is automatically enabled.
Other Tips and Considerations
- The organization groups you can select for a source system are set up using the Manage Organization Groups in Maintain Supply Network Model task.
- You can collect supplies and demands entities using file-based data import (FBDI) in targeted collection type in an organization group for organizations from external and SCM cloud source.
- Demand management collection entities like history, measure, and price list aren't supported for using load data for selected group of organizations.
Key Resources
- The Load Planning Data for a Selected Group of Organizations readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
- Order Promising Manager (ORA_MSC_ORDER_PROMISING_MANAGER_JOB)
- Backlog Manager (ORA_MSC_BACKLOG_MANAGER_JOB)
- Users who are assigned configured job roles that contain any of these privileges are able to access this feature:
- Monitor Supply Planning Work Area (MSC_MONITOR_SUPPLY_PLANNING_WORK_AREA_PRIV)
- Monitor Demand and Supply Planning Work Area (MSC_MONITOR_DEMAND_AND_SUPPLY_PLANNING_WORK_AREA_PRIV)
- Monitor Sales and Operations Planning Work Area (MSC_MONITOR_SALES_AND_OPERATIONS_PLANNING_WORK_AREA_PRIV)
- Monitor Replenishment Planning Work Area (MSC_MONITOR_REPLENISHMENT_PLANNING_WORK_AREA_PRIV)
- Monitor Order Promising Work Area (MSC_MONITOR_ORDER_PROMISING_WORK_AREA_PRIV)
- Monitor Backlog Management Work Area (MSC_MONITOR_BACKLOG_MANAGEMENT_WORK_AREA_PRIV)
Use Transit Lead Time in Inventory Policy Computations
A key component of an inventory policy calculation is demand over lead time. The lead time directly affects your total inventory levels. The longer your lead time, the more stock you will need to hold in your inventory. Lead time, an important factor for customer satisfaction, includes preprocessing, processing, postprocessing, and transit lead times. Prior to this update, only item-level lead times (preprocessing, processing, and postprocessing), not transit lead times, were considered in the demand over lead time calculations.
With this update, the lead times used in computation of demand over lead time:
- Transfer orders: the sum of preprocessing, transit, and postprocessing lead times
- Purchase orders: the sum of preprocessing, processing, transit, and postprocessing lead times
The transit lead times used are defined in the sourcing rule for the transfer orders and purchase orders. This calculation will be the default behavior enabled.
Use the same lead time information for inventory policy calculations and replenishment order generation.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
Tips And Considerations
When you opt in to use this feature, you must opt in to the feature named: Replenishment Planning. Opting in to the Replenishment Planning feature also enables the feature described here. If you previously opted in to the Replenishment Planning feature, then this feature is automatically enabled.
This new policy computation method introduced by this feature, will be the default one. To continue with the earlier way of computing policies, define plan option REPL_TRTIME=yes, at the plan level as described here:
- In the Supply Tab, go to Advanced Options, click on the Technical tab and define REPL_TRTIME=yes in the Parameter Overrides field.
- This profile option will be active only for 21C update. From 21D onwards only the new computation method will be available. Even if you don't remove this parameter in 21D, it will be ignored.
Key Resources
- Watch Replenishment Planning Enhancement readiness training
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned to this predefined job role are automatically able to access this feature:
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
- Users who are assigned configured job roles that contain this privilege are able to access this feature:
- Manage Segments (MSC_MANAGE_SEGMENTS_PRIV)
Configure Color by Measure to Display in a Graph
When you configure graphs, sometimes you want to have a consistent color for a specific measure in your graphs. For example, if you have multiple graphs that display the forecast, it can help you and other planners who use the graphs to quickly identify the forecast measure if the same color is used for the measure in all of the graphs. Previously, the measure color was automatically selected.
To select a graph color for a specific measure for all graphs, select the graph color on the Edit Measure page.
Graph Color Field on the Edit Measure Page (Navigation: Manage Planning Measures > Select a measure > Edit Measure)
To add a graph color for a specific measure for a specific graph, select the graph color for the measure on the Format Measures page.
Graph Color Column on the Format Measures Page (Navigation: When viewing a graph or table, click View Menu > Select Format Measures)
If a graph color has been configured for a measure for all graphs, but you want the graph color assigned automatically for that measure for a specific graph, then select the Assign Graph Color Automatically option on the Format Measures page.
Assign Graph Color Automatically Column on the Format Measures Page (Navigation: When viewing a graph or table, click View Menu > Select Format Measures)
Improve consistency when viewing the same measure in multiple graphs and highlight the impact of the measure.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
Tips And Considerations
When you opt in to use this feature, you must opt in to the feature named: Replenishment Planning. Opting in to the Replenishment Planning feature also enables the feature described here. If you previously opted in to the Replenishment Planning feature, then this feature is automatically enabled.
Other tips and considerations:
- You may have to change which color you select for a measure. If the color you configure for a measure is the same color as one of the colors automatically assigned to a measure in a specific graph, then you have to select a different color for the measure you're configuring.
- In bar, line and radar graphs, a measure must be the only one located in the Y-Axis to display the configured graph color.
- Plan Comparison: The configured measure color in the graph is honored for only the measure itself and not for measures that represent the compared plans.
- Archive Plan: When using Waterfall Analysis or Trend Analysis graphs, the configured measure color is honored for only the measure itself and not for the measures that represent the archive.
- Export and Import: Graph color settings are kept when exporting and importing a measure from different environments.
Key Resources
- The Configure Color by Measure to Display in a Graph readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
- Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Maintain Planning Tables (MSC_MAINTAIN_PLANNING_TABLES_PRIV)
Specify Service Levels for Segments for Safety Stock Calculations
To hedge against demand variability, you may want to specify the service level safety stock parameter for a grouping of items. Previously, you could define this parameter at an individual item level or for the entire plan, but not for the intermediate level which is a group of items. With this update, you can segment your items based on your business rules and specify the safety stock service levels for each of the item segments.
Control safety stock polices at a more granular level by specifying service levels for various segments which results in:
- Minimizing the risk of stockout in the event of unexpected demand
- Improving order fill rate
- Decreasing lost sales by satisfying demand on time
Steps to Enable
- In the Supply Planning work area, create segment groups, segments, and policy assignment sets using their corresponding tasks:
- Create Segment Groups and Execute Segmentation using the Manage Segment Groups and Criteria task.
- Create Segments for the Segment Group in Create Segment Group using the Manage Segment Groups and Criteria task.
- Create a Supply Planning Policy Assignment Set using the Manage Supply Planning Policy Assignment Sets task.
- Select the Segments associated to the Segment Group.
- Specify the Service Level Percentage for the Segments in the Policy Assignment Set.
- In the Supply Planning work area, Safety Stock tab for the plan options for your plan, set the following options:
- Select the Apply policy overrides check box.
- Select a value for the the Policy Assignment Set field.
Tips And Considerations
Consider the following when you plan safety stock based on service level by segment:
- Appropriate segmentation of items with their required service level percentage in order to achieve higher customer satisfaction as a result of higher order fill rate.
Key Resources
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Edit Plan Options (MSC_EDIT_PLAN_OPTIONS_PRIV)
- Edit Plans (MSC_EDIT_PLANS_PRIV)
- Manage Segments (MSC_MANAGE_SEGMENTS_PRIV)
Load Planning Data for a Selected Group of Organizations
In many companies the frequency and timing of the supply and demand data collection processes can’t be coordinated across functional organization boundaries. Previously, supply and demand data loaded using file-based data import (FBDI) with the targeted refresh option would wipe out the data for the other organizations whose data was not in the file. With this update, the data for only those organizations that are in the load file will be purged prior to the load of the new data.
Ensure supply and demand data integrity in Oracle Cloud Supply Chain Planning by organization when using the targeted refresh data load option.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- The organization groups you can select for a source system are set up using the Manage Organization Groups in Maintain Supply Network Model task.
- You can collect supplies and demands entities using file-based data import (FBDI) in targeted collection type in an organization group for organizations from external and SCM cloud source.
- Demand management collection entities like history, measure, and price list aren't supported for using load data for selected group of organizations.
Key Resources
- The Load Planning Data for a Selected Group of Organizations readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
- Order Promising Manager (ORA_MSC_ORDER_PROMISING_MANAGER_JOB)
- Backlog Manager (ORA_MSC_BACKLOG_MANAGER_JOB)
- Users who are assigned configured job roles that contain any of these privileges are able to access this feature:
- Monitor Supply Planning Work Area (MSC_MONITOR_SUPPLY_PLANNING_WORK_AREA_PRIV)
- Monitor Demand and Supply Planning Work Area (MSC_MONITOR_DEMAND_AND_SUPPLY_PLANNING_WORK_AREA_PRIV)
- Monitor Sales and Operations Planning Work Area (MSC_MONITOR_SALES_AND_OPERATIONS_PLANNING_WORK_AREA_PRIV)
- Monitor Replenishment Planning Work Area (MSC_MONITOR_REPLENISHMENT_PLANNING_WORK_AREA_PRIV)
- Monitor Order Promising Work Area (MSC_MONITOR_ORDER_PROMISING_WORK_AREA_PRIV)
- Monitor Backlog Management Work Area (MSC_MONITOR_BACKLOG_MANAGEMENT_WORK_AREA_PRIV)
Configure Color by Measure to Display in a Graph
When you configure graphs, you might want to have a consistent color for a specific measure in your graphs. For example, if you have multiple graphs that display the forecast, it can help you and other planners who use the graphs to quickly identify the forecast measure if the same color is used for the measure in all of the graphs. Previously, the measure color was automatically selected.
To select a graph color for a specific measure for all graphs, select the graph color on the Edit Measure page.
Graph Color Field on the Edit Measure Page (Navigation: Manage Planning Measures > Select a measure > Edit Measure)
To add a graph color for a specific measure for a specific graph, select the graph color for the measure on the Format Measures page.
Graph Color Column on the Format Measures Page (Navigation: When viewing a graph or table, click View Menu > Select Format Measures)
If a graph color has been configured for a measure for all graphs, but you want the graph color assigned automatically for that measure for a specific graph, then select the Assign Graph Color Automatically option on the Format Measures page.
Assign Graph Color Automatically Column on the Format Measures Page (Navigation: When viewing a graph or table, click View Menu > Select Format Measures)
Improve consistency when viewing the same measure in multiple graphs and highlight the impact of the measure.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- You may have to change which color you select for a measure. If the color you configure for a measure is the same color as one of the colors automatically assigned to a measure in a specific graph, then you have to select a different color for the measure you're configuring.
- In bar, line and radar graphs, a measure must be the only one located in the Y-Axis to display the configured graph color.
- Plan Comparison: The configured measure color in the graph is honored for only the measure itself and not for measures that represent the compared plans.
- Archive Plan: When using Waterfall Analysis or Trend Analysis graphs, the configured measure color is honored for only the measure itself and not for the measures that represent the archive.
- Export and Import: Graph color settings are kept when exporting and importing a measure from different environments.
Key Resources
- The Configure Color by Measure to Display in a Graph readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
- Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Maintain Planning Tables (MSC_MAINTAIN_PLANNING_TABLES_PRIV)
Plan and analyze your supply chain using configured attributes specific to your business needs, such as country of origin. Forecast for demand qualified by these attributes. Configure attributes and attribute netting rules in a supply plan so that only qualified supply, based on attributes of inventory, purchase orders, transfer orders, or work order supplies, is used to satisfy demand. Generate planned orders for these attributes at any level of your supply chain.
After you opt in to the feature named Attribute-Based Planning, you can use the features in this section.
Map and Collect Supply Demand Entities with User-Defined Attributes
The first step in attribute-based planning is to collect the supply and demand data that is striped by attributes such as country of origin. In many cases, these attributes are configured for various supply and demand transactions for your company’s specific business needs using descriptive flexfields or extensible flexfields.
Because there might not be a normalized structure across the various supply chain transactions so that a single attribute has the same meaning, Oracle Cloud Supply Planning enables you to create a planning attribute and map a descriptive flexfield, extensible flexfield, or selected standard attribute to that attribute. For example, you can create a planning attribute called Grade and map the descriptive flexfield or extensible flexfield holding the data that is related to grade on sales orders, work orders, transfer orders, and purchase orders to this planning attribute. 15 attributes are available for mapping of which 3 are reserved for project group, project, and task. The attributes can be of the text data type or numeric data type.
Comprehensively collect and map data in the planning system in the context of a planning attribute.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
When you opt in to use this feature, you must opt in to the feature named: Attribute-Based Planning. Opting in to the Attribute-Based Planning feature also enables the feature described here. If you previously opted in to the Attribute-Based Planning feature, then this feature is automatically enabled.
Enable the Attribute-Based Planning feature as follows:
- In the Offerings work area, select the Supply Chain Planning offering. Click Opt In Features.
- On the Opt In: Supply Chain Planning page, click the Features icon for the Supply Chain Planning offering.
- Enable the Attribute-Based Planning feature.
After opt in is enabled, perform these steps to begin Map and Collect Supply Demand Entities with User-Defined Attributes
- Define Value sets and flexfield segments for user-defined planning attributes in SCM Cloud if collecting planning attributes from a SCM cloud source system.
- Define planning attributes in Manage Planning Attributes and define planning attributes mapping.
- Prepare file-based data import csv files for planning attribute values and supplies and demands with planning attribute values if collecting data from an external source system.
- Run data collections.
Key Resources
- The Map and Collect Supply Demand Entities with User-Defined Attributes readiness training available on Oracle Cloud Readiness for Supply Chain Planning
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Demand and Supply Planner (ORA_MSC_DEMAND_AND_SUPPLY_PLANNER_JOB)
- Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Monitor Supply Planning Work Area (MSC_MONITOR_SUPPLY_PLANNING_WORK_AREA_PRIV)
- Monitor Demand and Supply Planning Work Area (MSC_MONITOR_DEMAND_AND_SUPPLY_PLANNING_WORK_AREA_PRIV)
In a variety of enterprises, only a subset of supplies of an item can be used to satisfy the demand for the same item. The typical approach is to stripe the supplies and demands by attributes. For example, the on-hand inventory lots would be striped by the product grade. So, only the on-hand lots that match the grade requirements can be used to satisfy demand. The goal of the planning in this environment is to ensure that your specific rules are honored. With this update, you can configure your own rules that govern the supply and demand netting. The rules framework enables you to specify the following:
- The attributes that are to be used in a plan out of the 15 available attributes.
- The attributes to be used to group demand when netting, and the time bucket for grouping.
- The attributes that the new planned orders will be striped by when supply exceeds demand.
- The conditions to be used to match supply and demand. Logical conditions such as in, or equal to can be specified. Example of a rule: if demand attribute GRADE in (A, B), then supply attribute GRADE matches demand value.
- The product segments that these rules are applicable for. A rule can be applied to all products or a subset of products. The item segments are defined using the segmentation feature available in supply planning cloud.
All of the standard functionality available in unconstrained planning, such as lead time, order modifiers, time fences, and exceptions, are available to be deployed when using this rules framework. The days of cover safety stock method is available for your use. If you use this method, then the plan will generate supply recommendations as a whole for the item and isn’t at an individual item-attribute value combination level.
Generate a plan that obeys your business specific attribute netting rules while simultaneously honoring your customer on-time delivery commitments.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
When you opt in to use this feature, you must opt in to the feature named: Attribute-Based Planning. Opting in to the Attribute-Based Planning feature also enables the feature described here. If you previously opted in to the Attribute-Based Planning feature, then this feature is automatically enabled.
Enable the Attribute-Based Planning feature as follows:
- In the Offerings work area, select the Supply Chain Planning offering. Click Opt In Features.
- On the Opt In: Supply Chain Planning page, click the Features icon for the Supply Chain Planning offering.
- Enable the Attribute-Based Planning feature.
After opt in is enabled, perform these steps to begin Plan Supplies and Demands
- Create an unconstrained supply plan or demand and supply plan
- Assign a planning-attribute-based netting rule to the plan
- Run the plan
Key Resources
- The Attribute-Based Planning in Supply Planning readiness training available on Oracle Cloud Readiness for Supply Chain Planning
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Demand and Supply Planner (ORA_MSC_DEMAND_AND_SUPPLY_PLANNER_JOB)
- Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Monitor Supply Planning Work Area (MSC_MONITOR_SUPPLY_PLANNING_WORK_AREA_PRIV)
- Monitor Demand and Supply Planning Work Area (MSC_MONITOR_DEMAND_AND_SUPPLY_PLANNING_WORK_AREA_PRIV)
Include Attributes in Plan Analysis
One of the most important day-to-day activities for planners is to analyze and isolate supply-and-demand imbalances, and then rectify them. If you’re planning in the context of attributes, then the plan needs to be analyzed with the attribute information most applicable to your business. Supply planning makes your configured planning attributes available for analysis as independent dimensions and available for use in any of the planning tables. Existing measures, such as Total Supply, can also be configured for analysis using these dimensions.
NOTE: This feature also enables analysis of a plan by project group, project, and task for a plan that is enabled for project-driven supply planning.
Analyze plans with increased flexibility including using your configured planning attributes.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
When you opt in to use this feature, you must opt in to the feature named: Attribute-Based Planning. Opting in to the Attribute-Based Planning feature also enables the feature described here. If you previously opted in to the Attribute-Based Planning feature, then this feature is automatically enabled.
Enable the Attribute-Based Planning feature as follows:
- In the Offerings work area, select the Supply Chain Planning offering. Click Opt In Features.
- On the Opt In: Supply Chain Planning page, click the Features icon for the Supply Chain Planning offering.
- Enable the Attribute-Based Planning feature.
After opt in is enabled, perform these steps to begin Plan Supplies and Demands
- Create an unconstrained supply plan or demand and supply plan
- Assign planning-attribute-based netting rule to the plan
- Assign measure context to the plan
- Run the plan
Key Resources
- The Attribute-Based Planning in Supply Planning readiness training available on Oracle Cloud Readiness for Supply Chain Planning
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Demand and Supply Planner (ORA_MSC_DEMAND_AND_SUPPLY_PLANNER_JOB)
- Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Monitor Supply Planning Work Area (MSC_MONITOR_SUPPLY_PLANNING_WORK_AREA_PRIV)
- Monitor Demand and Supply Planning Work Area (MSC_MONITOR_DEMAND_AND_SUPPLY_PLANNING_WORK_AREA_PRIV)
Analyze Plans Using Oracle Transactional Business Intelligence
Oracle Transactional Business Intelligence (OTBI), in conjunction with supply planning, enables you to create real-time reports on planning data. With this update, you can create analytical charts and tables that utilize the planning attributes.
Analyze plans in OTBI with increased flexibility including using your configured planning attributes.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
When you opt in to use this feature, you must opt in to the feature named: Attribute-Based Planning. Opting in to the Attribute-Based Planning feature also enables the feature described here. If you previously opted in to the Attribute-Based Planning feature, then this feature is automatically enabled.
Enable the Attribute-Based Planning feature as follows:
- In the Offerings work area, select the Supply Chain Planning offering. Click Opt In Features.
- On the Opt In: Supply Chain Planning page, click the Features icon for the Supply Chain Planning offering.
- Enable the Attribute-Based Planning feature.
After opt in is enabled, perform these steps to begin Analyze Plans Using Oracle Transactional Business Intelligence
- Select the "Enable for OTBI reporting" check box on the Plan Options for Supply Plan or Demand and Supply planA
- Assign planning attribute based netting rule to the plan
- Set up reporting hierarchies by configuring the Product and Time hierarchies in the dimension catalog named Reporting Catalog
- Run the plan
Key Resources
- The Attribute-Based Planning in Supply Planning readiness training available on Oracle Cloud Readiness for Supply Chain Planning
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Demand and Supply Planner (ORA_MSC_DEMAND_AND_SUPPLY_PLANNER_JOB)
- Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Monitor Supply Planning Work Area (MSC_MONITOR_SUPPLY_PLANNING_WORK_AREA_PRIV)
- Monitor Demand and Supply Planning Work Area (MSC_MONITOR_DEMAND_AND_SUPPLY_PLANNING_WORK_AREA_PRIV)
At the end of the supply planning cycle, you need to put the plan to action. You can release planned orders and reschedule recommendations from a plan that utilizes the planning attributes you configured. The released orders will carry the planning attribute information in the extended flexfield, descriptive flexfield, or standard attribute per the mappings configured in the mapping table.
Release planned orders that include your configured attribute information.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
When you opt in to use this feature, you must opt in to the feature named: Attribute-Based Planning. Opting in to the Attribute-Based Planning feature also enables the feature described here. If you previously opted in to the Attribute-Based Planning feature, then this feature is automatically enabled.
Enable the Attribute-Based Planning feature as follows:
- In the Offerings work area, select the Supply Chain Planning offering. Click Opt In Features.
- On the Opt In: Supply Chain Planning page, click the Features icon for the Supply Chain Planning offering.
- Enable the Attribute-Based Planning feature.
After opt in is enabled, perform these steps to begin Release Plan Recommendations
- Create an unconstrained supply plan or demand and supply plan
- Assign a planning-attribute-based netting rule to the plan
- Run the plan
- Release plan recommendations
Key Resources
- The Attribute-Based Planning in Supply Planning readiness training available on Oracle Cloud Readiness for Supply Chain Planning
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Demand and Supply Planner (ORA_MSC_DEMAND_AND_SUPPLY_PLANNER_JOB)
- Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Monitor Supply Planning Work Area (MSC_MONITOR_SUPPLY_PLANNING_WORK_AREA_PRIV)
- Monitor Demand and Supply Planning Work Area (MSC_MONITOR_DEMAND_AND_SUPPLY_PLANNING_WORK_AREA_PRIV)
Manage Attribute Values for Supply and Demand Entities Using REST Services
The information that is collected from transactional systems may not always be in a form usable for your planners. You can use REST APIs to retrieve the data from Oracle Cloud Supply Chain Planning, and if desired manipulate the data outside the system and update the planning data with new information. A comprehensive set of REST APIs is available to retrieve supply and demand transactions that includes the attribute information from collected data, a plan, or a simulation set. You can update the attribute information in a plan or simulation set.
Extend Oracle Cloud Supply Chain Planning to incorporate additional planning attributes calculated by you when not directly available in the transaction system.
Steps to Enable
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.
This REST service is delivered to support the Attribute-Based Planning feature, which requires opt in. You must opt in to the Attribute-Based Planning feature in the Supply Chain Planning offering to successfully perform the REST operations described here.
Enable the Attribute-Based Planning feature as follows:
- In the Offerings work area, select the Supply Chain Planning offering. Click Opt In Features.
- On the Opt In: Supply Chain Planning page, click the Features icon for the Supply Chain Planning offering.
- Enable the Attribute-Based Planning feature.
Key Resources
- The Attribute-Based Planning in Supply Planning readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Demand and Supply Planner (ORA_MSC_DEMAND_AND_SUPPLY_PLANNER_JOB)
- Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Monitor Supply Planning Work Area (MSC_MONITOR_SUPPLY_PLANNING_WORK_AREA_PRIV)
- Monitor Demand and Supply Planning Work Area (MSC_MONITOR_DEMAND_AND_SUPPLY_PLANNING_WORK_AREA_PRIV)
Project-Driven Supply Chain is an end-to-end, integrated solution across the Oracle Supply Chain Management and Project Management Cloud applications. This solution is designed to support various business processes of manufacturing and asset-intensive companies.
You can use the Project-Driven Supply Chain solution to manage your supply chain processes in the context of projects without creating separate organizations for each project. You can also capture supply chain costs as project expenditures.
After you opt in to the feature named Project-Driven Supply Chain, you can use the feature described in this section.
Plan Supply Considering Project Control Levels for External Source Systems
If you’re using Oracle Enterprise Business suite or other ERP systems, you may have enabled project control parameters for a particular inventory organization or inventory holding entity. The control parameters determine whether the inventory is tracked at a project level or project and task level. In this update, you can import these specifications and supply planning will honor these specifications, thus enabling you to execute the planning recommendations with the right level of detail.
Honor project control parameters for inventory organizations in external systems.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
Enable the Plan Project-Specific Supply feature as follows:
- If your enterprise doesn’t use Oracle Supply Chain Execution Cloud:
- In the Offerings work area, select the Supply Chain Planning offering. Click Opt In Features.
- On the Opt In: Supply Chain Planning page, click the Features icon for the Supply Chain Planning offering.
- Enable the Project-Driven Supply Chain feature, and then enable the Plan Project-Specific Supply feature.
- If your enterprise uses Oracle Supply Chain Execution Cloud and has already opted in to the Project-Driven Supply Chain feature:
- In the Offerings work area, select either the Manufacturing and Supply Chain Materials Management offering or the Supply Chain Planning offering. Click Opt In Features.
- On the Opt In page, click the Features icon for the offering.
- Enable the Plan Project-Specific Supply feature.
- If your enterprise uses Oracle Supply Chain Execution Cloud and hasn't already opted in to the Project-Driven Supply Chain feature:
- In the Offerings work area, select either the Manufacturing and Supply Chain Materials Management offering or the Supply Chain Planning offering. Click Opt In Features.
- On the Opt In page, click the Features icon for the offering.
- Enable the Project-Driven Supply Chain feature, and then enable the Plan Project-Specific Supply feature.
- Perform the required setup for the Project-Driven Supply Chain feature. For details, refer to the Project-Driven Supply Chain chapter in the Implementing Manufacturing and Supply Chain Materials Management guide on the Oracle Help Center
Enable the Attribute-Based Planning feature as follows:
- In the Offerings work area, select the Supply Chain Planning offering. Click Opt In Features.
- On the Opt In: Supply Chain Planning page, click the Features icon for the Supply Chain Planning offering.
- Enable the Attribute-Based Planning feature.
After opt in is enabled, perform these steps to begin Plan Supply Considering Project Control Levels for External Source Systems:
- Collect organization with project control level set to either project and task or project
- Collect supplies and demands with project or project and task based on the project control level of the organization
- Create an unconstrained Supply Plan or Demand and Supply Plan.
- Assign a project-based or planning-attribute-based netting rule to the plan.
- Run the plan.
Tips And Considerations
The Plan Supply Considering Project Control Levels for External Source Systems feature is applicable to the unconstrained supply planning mode of supply plans in both the Supply Planning work area and the Demand and Supply Planning work area.
Key Resources
- The Plan Supply Considering Project Control Levels for External Source Systems readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Monitor Supply Planning Work Area (MSC_MONITOR_SUPPLY_PLANNING_WORK_AREA_PRIV)
- Monitor Demand and Supply Planning Work Area (MSC_MONITOR_DEMAND_AND_SUPPLY_PLANNING_WORK_AREA_PRIV)
Create and run supply plans that consider material and capacity constraints. Focus on meeting demand on time by evaluating all possible alternatives, such as using different sources, substitute components, or alternative work definitions.
After you opt in to the feature named Constraint-Based Planning, you can use the features described in this section.
Synchronize Availability Data for Contract Manufacturers with Constrained Supply
As is the case with many enterprises, you may be enhancing your strategic relationships with your contract manufacturers to get access to upstream inventory, production, and movement data. Better external supply visibility reduces the need to carry just-in-case inventory and helps reduce risk and cost across the supply chain. With this update, your external organizations can digitally synchronize their end item and component on-hand balances, purchase order details, work order demands, work order supplies, and work order resources with your Oracle Cloud Supply Planning to enhance end-to-end supply visibility.
With these details, multitier supply plans can identify upstream planning issues, including consideration of material and capacity constraints, while proactively mitigating any issues identified by using alternatives, such as offload to substitutes or alternate sources as needed.
Enhance visibility to constraints at external supply chain partner locations to make informed decisions at any level of your supply chain.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
When you opt in to use this feature, you must opt in to the feature named: Constraint-Based Planning. Opting in to the Constraint-Based Planning feature also enables the feature described here. If you previously opted in to the Constraint-Based Planning feature, then this feature is also automatically opted in to.
After opt in, complete both of these steps to enable this feature:
- For your Supply Network model, enable the Plan External Manufacturer Supplies option for each applicable organization. Navigation: Maintain Supply Network Model task > Organizations tab.
- For your supply plan, select the Plan external manufacturer supplies advanced supply plan option. Navigation: Create Plan or Edit Plan Options > Supply tab > General tab > Click the Select Advanced Options button.
Key Resources
- The Synchronize Availability Data for Contract Manufacturers with Constrained Supply readiness training available on Oracle Cloud Readiness for Supply Chain Planning
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned the following job role are automatically able to access this feature:
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Users who are assigned configured job roles that contain following privilege are able to access this feature:
- Monitor Supply Planning Work Area (MSC_MONITOR_SUPPLY_PLANNING_WORK_AREA_PRIV)
-
- View Demands and Supplies (MSC_VIEW_DEMANDS_AND_SUPPLIES_PRIV)
Compress Purchasing Lead Times for Orders Within the Lead Time
It's desirable for the planning application to compress purchasing lead times when required so that the planner is aware of the exception situations and proactively take mitigation actions. Previously, if the enforce purchasing lead time item attribute is set to No, then the planning application would compress the lead times of all planned orders for this item. Lead time was a hard constraint if the enforce purchasing lead time attribute is set to Yes.
With this update, the purchasing lead times is now a soft constraint applicable if the enforce purchasing lead time attribute is set to No. In other words, the planned order lead times are only compressed if within lead time, otherwise the planned order dates are offset considering the lead times.
This change ensures that you can release supply plan orders in time for the supplier to fulfill the orders.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
Tips And Considerations
When you opt in to use this feature, you must opt in to the feature named: Constraint-Based Planning. Opting in to the Constraint-Based Planning feature also enables the feature described here. If you previously opted in to the Constraint-Based Planning feature, then this feature is automatically enabled.
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned the following job role are automatically able to access this feature:
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Users who are assigned configured job roles that contain following privilege are able to access this feature:
- Monitor Supply Planning Work Area (MSC_MONITOR_SUPPLY_PLANNING_WORK_AREA_PRIV)
- View Demands and Supplies (MSC_VIEW_DEMANDS_AND_SUPPLIES_PRIV)
Generate feasible factory schedules that maximize shop floor throughput and return on investment in resources and labor. You can calculate, manage, and monitor realistic schedules that the shop floor can execute on, while optimizing the usage of critical resources and meeting customer demand on time as best as possible.
After you opt in to the feature named Production Scheduling, you can use the features in this section.
Schedule Considering Process Manufacturing Work Definitions
You can now schedule work orders applicable to the process industry in Oracle Cloud Production Scheduling. Production Scheduling makes use of the process work definitions maintained in Oracle Cloud Manufacturing to consider related co-products and by-products while scheduling the primary product that is being manufactured.
The various features in the Gantt chart and the Dispatch List used to analyze and adjust a schedule can be used with process manufacturing work orders. These features include the usage of resource groups and filtering and attribute highlighting in the Gantt chart, as well as resequencing and changes dates in the Dispatch List. See the following screenshot.
Use Various Features Available in the Gantt Chart and Dispatch List to Schedule Your Process Manufacturing Work Orders
Being able to automatically schedule process manufacturing work orders results in shorter scheduling cycle times, enabling the scheduler to focus on other relevant tasks.
Consideration of attribute sequences and attribute-based changeover rules improves the throughput and utilization of capital-intensive equipment, resulting in high-quality schedules that can be executed with confidence.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
Tips And Considerations
When you opt in to use this feature, you must opt in to the feature named: Production Scheduling. Opting in to the Production Scheduling feature also enables the feature described here. If you previously opted in to the Production Scheduling feature, then this feature is automatically enabled.
Co-products and by-products are considered during schedule generation, though they're not displayed in the Gantt chart or the dispatch list. The respective process manufacturing work definition and work order details can be viewed in Supply Chain Execution Cloud. In addition, you can use REST service workOrderOperations to retrieve co-product and by-product information for external reporting.
The following aspects are not supported:
- Circular product references within a work definition: Any item produced by a work definition operation must not be consumed by any other operation of that same work definition.
- Extensible Flexfields for co-products and by-products can't be used as scheduling attributes.
Key Resources
- The Schedule Considering Process Manufacturing Work Definitions readiness training is available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned this predefined job role are automatically able to access this feature:
- Production Scheduler (ORA_MSC_PRODUCTION_SCHEDULER_JOB)
- Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Administer Planning Security (MSC_ADMINISTER_PLANNING_SECURITY_PRIV)
- Edit Planning Profile Options (MSC_EDIT_PLANNING_PROFILE_OPTIONS_PRIV)
- Edit Production Schedule (MSC_EDIT_PRODUCTION_SCHEDULE_PRIV)
- Edit Production Scheduling Organizations (MSC_EDIT_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
- Get Manufacturing Plant Set Up Data by Service (WIS_GET_MFG_PLANT_SETUP_SERVICE_PRIV)
- Import Work Orders (WIP_IMPORT_WORK_ORDERS_PRIV)
- Load Planning Reference Data (MSC_LOAD_PLANNING_REFERENCE_DATA_PRIV)
- Manage Item Catalog (EGP_MANAGE_ITEM_CATALOG_PRIV)
- Manage Maintenance Work Definitions (MNT_MANAGE_MAINTENANCE_WORK_DEFINITIONS_PRIV)
- Manage Maintenance Work Order Operations (MNT_MANAGE_MAINTENANCE_WORK_ORDER_OPERATIONS_PRIV)
- Manage Maintenance Work Orders (MNT_MANAGE_MAINTENANCE_WORK_ORDER_HEADERS_PRIV)
- Manage Work Order Statuses WIS_MANAGE_WORK_ORDER_STATUSES_PRIV)
- Refresh Production Scheduling Organizations (MSC_REFRESH_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
- Release Production Schedule (MSC_RELEASE_PRODUCTION_SCHEDULE_PRIV)
- Run Production Schedule (MSC_RUN_PRODUCTION_SCHEDULE_PRIV)
- View Inventory Organizations List of Values by Web Service (RCS_VIEW_INV_ORG_LOV_WEB_SERVICE_PRIV)
- View Maintenance Work Centers (MNT_VIEW_MAINTENANCE_WORK_CENTERS_PRIV)
- View Maintenance Work Definitions (MNT_VIEW_MAINTENANCE_WORK_DEFINITIONS_PRIV)
- View Maintenance Work Orders (MNT_VIEW_MAINTENANCE_WORK_ORDERS_PRIV)
- View Production Schedule (MSC_VIEW_PRODUCTION_SCHEDULE_PRIV)
- View Production Scheduling Organizations (MSC_VIEW_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
Configure Additional Setups for Production Scheduling
With this update, you can directly manage master scheduling setup information in production scheduling:
- You can modify existing resource groups by adding or deleting the member resources that support them. You can also define new resource groups as needed.
- You can directly add a new changeover rule, delete an existing one, or change the sequence of the existing changeover rules in production scheduling.
Develop the best schedule to control production lines while maximizing throughput and minimizing changeover times.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
Tips And Considerations
When you opt in to use this feature, you must opt in to the feature named: Production Scheduling. Opting in to the Production Scheduling feature also enables the feature described here. If you previously opted in to the Production Scheduling feature, then this feature is automatically enabled.
Key Resources
- The Configure Additional Setups readiness training available on Oracle Cloud Readiness for Supply Chain Planning
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or own configured job roles.
- Users who are assigned any of this predefined job role are automatically able to access this feature.
- Production Scheduler (ORA_MSC_PRODUCTION_SCHEDULER_JOB)
- Users who are assigned configured job roles that contain this privilege are able to access this feature:
- Edit Production Scheduling Organizations (MSC_EDIT_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
Reschedule your order backlog by prioritizing orders based on flexible demand priority rules. You can simulate the effect of different rules to find the best combination of scheduled dates and sources based upon the latest supply information, and release the updated orders to order management systems for execution.
After you opt in to the feature named Order Backlog Management, you can use the feature described in this section.
Load Planning Data for a Selected Group of Organizations
In many companies the frequency and timing of the supply and demand data collection processes can’t be coordinated across functional organization boundaries. Previously, supply and demand data loaded using file-based data import (FBDI) with the targeted refresh option would wipe out the data for the other organizations whose data was not in the file. With this release, the data for only those organizations that are in the load file will be purged prior to the load of the new data.
Ensure supply and demand data integrity in Oracle Cloud Supply Chain Planning by organization when using the targeted refresh data load option.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
Tips And Considerations
When you opt in to use this feature, you must opt in to the feature named: Order Backlog Management. Opting in to the Order Backlog Management feature also enables the feature described here. If you previously opted in to the Order Backlog Management feature, then this feature is automatically enabled.
Other Tips and Considerations
- The organization groups you can select for a source system are set up using the Manage Organization Groups in Maintain Supply Network Model task.
- You can collect supplies and demands entities using file-based data import (FBDI) in targeted collection type in an organization group for organizations from external and SCM cloud source.
- Demand management collection entities like history, measure, and price list aren't supported for using load data for selected group of organizations.
Key Resources
- The Load Planning Data for a Selected Group of Organizations readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
- Order Promising Manager (ORA_MSC_ORDER_PROMISING_MANAGER_JOB)
- Backlog Manager (ORA_MSC_BACKLOG_MANAGER_JOB)
- Users who are assigned configured job roles that contain any of these privileges are able to access this feature:
- Monitor Supply Planning Work Area (MSC_MONITOR_SUPPLY_PLANNING_WORK_AREA_PRIV)
- Monitor Demand and Supply Planning Work Area (MSC_MONITOR_DEMAND_AND_SUPPLY_PLANNING_WORK_AREA_PRIV)
- Monitor Sales and Operations Planning Work Area (MSC_MONITOR_SALES_AND_OPERATIONS_PLANNING_WORK_AREA_PRIV)
- Monitor Replenishment Planning Work Area (MSC_MONITOR_REPLENISHMENT_PLANNING_WORK_AREA_PRIV)
- Monitor Order Promising Work Area (MSC_MONITOR_ORDER_PROMISING_WORK_AREA_PRIV)
- Monitor Backlog Management Work Area (MSC_MONITOR_BACKLOG_MANAGEMENT_WORK_AREA_PRIV)
Prioritize Constrained Products with Higher Prices Based on Exchange Rates
When available supply is less than demand, Oracle Cloud Sales and Operations Planning will prioritize supply allocation to the product categories with higher global revenues to maximize overall enterprise revenue.
With this update, revenues of product categories priced in the local organization currencies of their respective countries can be considered uniformly by converting the local currencies into one base currency using currency conversion rates.
If you want conversion performed for your plan, then select the Consider currency conversions rates to plan revenue option in the Revenue Currency Parameters section of the Supply: Advanced Options dialog. And then specify the conversion type and the base currency code.
Configure Revenue Currency Parameters in Plan Options (Navigation: Edit Plan Options > Supply tab > Select Advanced Options button)
Accurately prioritize your limited supply to product demands that generate the best sales and operations plan.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- To convert from local currency to base currency, the currency for an organization must be defined. Use the Maintain Supply Network Model task to verify the Currency column is specified for the organizations used in your sales and operations plan.
- Planning collects currency conversion rates that do not vary by time therefore a single, consistent exchange rate is used for converting from local to base currency across the plan horizon.
- You can monitor the Review Plan Messages page to check for setup issues related to currencies and conversion rates.
Key Resources
- The Prioritize Constrained Products with Higher Prices Based on Exchange Rates readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned this predefined job role are automatically able to access this feature:
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
- Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Run Plan with Snapshot (MSC_RUN_PLAN_WITH_SNAPSHOT_PRIV)
- Monitor Sales and Operations Planning Work Area (MSC_MONITOR_SALES_AND_OPERATIONS_PLANNING_WORK_AREA_PRIV)
Load Planning Data for a Selected Group of Organizations
In many companies the frequency and timing of the supply and demand data collection processes can’t be coordinated across functional organization boundaries. Previously, supply and demand data loaded using file-based data import (FBDI) with the targeted refresh option would wipe out the data for the other organizations whose data was not in the file. With this update, the data for only those organizations that are in the load file will be purged prior to the load of the new data.
Ensure supply and demand data integrity in Oracle Cloud Supply Chain Planning by organization when using the targeted refresh data load option.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- The organization groups you can select for a source system are set up using the Manage Organization Groups in Maintain Supply Network Model task.
- You can collect supplies and demands entities using file-based data import (FBDI) in targeted collection type in an organization group for organizations from external and SCM cloud source.
- Demand management collection entities like history, measure, and price list aren't supported for using load data for selected group of organizations.
Key Resources
- The Load Planning Data for a Selected Group of Organizations readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
- Order Promising Manager (ORA_MSC_ORDER_PROMISING_MANAGER_JOB)
- Backlog Manager (ORA_MSC_BACKLOG_MANAGER_JOB)
- Users who are assigned configured job roles that contain any of these privileges are able to access this feature:
- Monitor Supply Planning Work Area (MSC_MONITOR_SUPPLY_PLANNING_WORK_AREA_PRIV)
- Monitor Demand and Supply Planning Work Area (MSC_MONITOR_DEMAND_AND_SUPPLY_PLANNING_WORK_AREA_PRIV)
- Monitor Sales and Operations Planning Work Area (MSC_MONITOR_SALES_AND_OPERATIONS_PLANNING_WORK_AREA_PRIV)
- Monitor Replenishment Planning Work Area (MSC_MONITOR_REPLENISHMENT_PLANNING_WORK_AREA_PRIV)
- Monitor Order Promising Work Area (MSC_MONITOR_ORDER_PROMISING_WORK_AREA_PRIV)
- Monitor Backlog Management Work Area (MSC_MONITOR_BACKLOG_MANAGEMENT_WORK_AREA_PRIV)
Configure Color by Measure to Display in a Graph
When you configure graphs, sometimes you want to have a consistent color for a specific measure in your graphs. For example, if you have multiple graphs that display the forecast, it can help you and other planners who use the graphs to quickly identify the forecast measure if the same color is used for the measure in all of the graphs. Previously, the measure color was automatically selected.
To select a graph color for a specific measure for all graphs, select the graph color on the Edit Measure page.
Graph Color Field on the Edit Measure Page (Navigation: Manage Planning Measures > Select a measure > Edit Measure)
To add a graph color for a specific measure for a specific graph, select the graph color for the measure on the Format Measures page.
Graph Color Column on the Format Measures Page (Navigation: When viewing a graph or table, click View Menu > Select Format Measures)
If a graph color has been configured for a measure for all graphs, but you want the graph color assigned automatically for that measure for a specific graph, then select the Assign Graph Color Automatically option on the Format Measures page.
Assign Graph Color Automatically Column on the Format Measures Page (Navigation: When viewing a graph or table, click View Menu > Select Format Measures)
Improve consistency when viewing the same measure in multiple graphs and highlight the impact of the measure.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- You may have to change which color you select for a measure. If the color you configure for a measure is the same color as one of the colors automatically assigned to a measure in a specific graph, then you have to select a different color for the measure you're configuring.
- In bar, line and radar graphs, a measure must be the only one located in the Y-Axis to display the configured graph color.
- Plan Comparison: The configured measure color in the graph is honored for only the measure itself and not for measures that represent the compared plans.
- Archive Plan: When using Waterfall Analysis or Trend Analysis graphs, the configured measure color is honored for only the measure itself and not for the measures that represent the archive.
- Export and Import: Graph color settings are kept when exporting and importing a measure from different environments.
Key Resources
- The Configure Color by Measure to Display in a Graph readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
- Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
- Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Maintain Planning Tables (MSC_MAINTAIN_PLANNING_TABLES_PRIV)