- Revision History
- Overview
- Pre-Update and Post-Update Tasks
- Optional Uptake of New Features (Opt In)
- Feature Summary
- Supply Planning
-
- Supply Planning
-
- Plan and Schedule Materials and Resources Based on Resequenced Production Operations
- Plan Safety Stock Using Statistical Forecasts for End Items and Days of Cover for Other Items
- Respect Hold-Until Dates on On-Hand Lots
- Respect Reservations of Supply to Internal Material Transfer Orders
- Hide Empty Rows and Columns in Planning Tables
- Attribute-Based Planning
- Project-Driven Supply Chain
- Constraint-Based Planning
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- Production Scheduling
- Order Backlog Management
- Supply Planning
- IMPORTANT Actions and Considerations
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 |
---|---|---|---|
11 FEB 2022 | Updated document. Added section. | ||
20 DEC 2021 | Created initial document. |
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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, 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 |
|
||
Plan and Schedule Materials and Resources Based on Resequenced Production Operations |
||||||
Plan Safety Stock Using Statistical Forecasts for End Items and Days of Cover for Other Items |
||||||
Respect Reservations of Supply to Internal Material Transfer Orders |
||||||
Consume Forecast Considering Attributes Including Project and Task |
||||||
Specify Lateness Tolerance Values and Use Them to Identify Late Work Orders and Demands |
||||||
Define Allocation Rules at Item, Organization, Category, or Category-Organization Level |
||||||
Respect Reservations of Supply to Internal Material Transfer Orders |
||||||
Plan and Schedule Materials and Resources Based on Resequenced Production Operations
In some manufacturing enterprises, the sequence in which manufacturing operations are performed may be determined on the production shop floor based on a variety of shop floor conditions, such as labor or material availability. For example, if a car is being manufactured, you may decide to assemble the doors first before installing the wheels even though the sequence on the manufacturing work definition is the reverse.
With this update, Oracle Fusion Cloud Supply Planning, in unconstrained or constrained mode, will honor the resequenced production operations as specified in the work order and plan for material and resources appropriately.
Plan for material and resources considering operational adjustments to manufacturing processes made on the shop floor.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- There's a corresponding feature for Oracle Fusion Cloud Manufacturing that requires opt in.
- The planning process is independent of the opt in for Oracle Manufacturing.
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 Demands and Supplies (MSC_EDIT_DEMANDS_AND_SUPPLIES_PRIV)
- View Demands and Supplies (MSC_VIEW_DEMANDS_AND_SUPPLIES_PRIV)
Plan Safety Stock Using Statistical Forecasts for End Items and Days of Cover for Other Items
In a complex supply chain, it’s imperative to hedge against demand and supply variabilities. Oracle Fusion Cloud Supply Planning supports multiple safety stock planning methods. Previously, you could use the statistical safety stock planning method or days of cover planning method for both end items and components, but you couldn’t use both methods within the same plan.
With this update, you can now use the statistical safety stock method for end items and the days of cover method for other items within a single supply plan.
Hedge against supply chain variability by choosing the safety stock method most appropriate for the items being planned.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
Consider the following points when you're planning safety stock for your items:
- Unconstrained planning considers the prorated amount of the past due forecast demand that falls into the first planning bucket for calculating safety stock.
- Constrained planning includes the entire past due demand without proration in the first bucket when calculating safety stock.
Key Resources
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 can access this feature:
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Users who are assigned a configured job role that contains these privileges can access this feature:
- Edit Planning Items (MSC_EDIT_PLANNING_ITEMS_PRIV)
- View Planning Items (MSC_VIEW_PLANNING_ITEMS_PRIV)
Respect Hold-Until Dates on On-Hand Lots
In industries that manufacture products that take time to be available for downstream use after the production is complete, the manufacturing lot is put on hold with a future date that specifies when the lot is available. There are various business reasons why time may be needed, such as curing time for meat products or aging time for cheese to age. When these types of time requirements occur, you can use the hold-until date on a manufacturing lot in Oracle Fusion Cloud Supply Chain Execution.
With this update, Oracle Fusion Cloud Supply Planning will honor the hold-until date and make the supply available for downstream use on the hold-until date. This capability, combined with the ability to honor postprocessing lead time on planned orders, comprehensively addresses your ability to model manufacturing situations such as the ones mentioned in the preceding paragraph.
Increase accuracy of supply planning calculations considering all constraints on available supply to match demand.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- The hold date on an inventory lot affects when the lot will be available for downstream use by supply planning. If demand is before the hold date, then planned orders may be suggested. Inventory managers need to ensure hold dates on inventory lots are correct.
- Inventory lots with a future hold date, meaning the hold date is after the plan start date, are included in the In Receiving measure. After the hold date is passed, inventory lots are part of the On Hand measure.
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 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)
Respect Reservations of Supply to Internal Material Transfer Orders
You can reserve supply to internal material transfer orders when using Oracle Cloud Order Management. In other execution systems, such as, Oracle eBusiness Suite, the pairing of an internal requisition to an internal sales order is an implicit reservation of supply to demand.
With this update, Oracle Cloud Supply Planning will recognize these supply reservations and ensure that these supplies are not available for other demands.
Example of supply reserved to internal material transfer in the source organization on the Manage Reservations and Picks page in the Inventory work area, then collected and planned by a supply plan respecting the reservation in the source organization:
Screenshot of the ScpReservationImport file-base data import (FBDI) template with the new demand source type for internal material transfer orders reservation in source organization. This new demand source type supports collection of supply reservation to internal material transfer demand to Supply Chain Planning cloud from external source systems using the ScpReservationImport template.
Ensure that the supply designated for a demand is considered in the planning processes thereby increasing plan quality.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- Reservation of supplies to internal material transfer order in the source organization that are interfaced to order management are collected from SCM cloud only.
- Reservation of supplies for an internal sales order or internal material transfer order in the source organization is collected from external source with these conditions:
- For a transfer order for which an internal sales order exists, you must set the Fulfill Orchestration Required column to Yes in the ScpTransferOrderImportTemplate.xlsm template.
- Only orders of type 94, the Transfer Order order type, that are open or not fully shipped are considered when collecting their corresponding internal sales order.
- You must set the Sales Order Demand Source Type to 1, 1 means internal material transfer fulfillment line, in the ScpSalesOrderImportTemplate.xlsm template for the demand to be considered as an internal sales order during data collection.
- You must establish the link between internal sales order and its corresponding transfer order by providing corresponding values: The value of the Transfer Order Header Number in the Transfer Order FBDI template as the value for the Source Document Number column in the Sales Order FBDI template The value of the Transfer Order Line Number in the Transfer Order FBDI template as the value for the Source Document Line Number column in the Sales Order FBDI template
Key Resources
- The Respect Reservations of Supply to Internal Material Transfer Orders readiness training available on Oracle Cloud Readiness for Supply 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)
- Backlog Manager (ORA_MSC_BACKLOG_MANAGER_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)
- Monitor Backlog Management Work Area (MSC_MONITOR_BACKLOG_MANAGEMENT_WORK_AREA_PRIV)
Hide Empty Rows and Columns in Planning Tables
You can increase your efficiency in making quick decisions by displaying only rows or columns with meaningful data. With this update, in planning tables you can hide rows and columns that have either zero or null in the entire column or row.
Improve planner productivity by increasing the density of meaningful data displayed.
Watch a Demo.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- Import from Microsoft Excel is disabled if the Hide Empty Rows or Hide Empty columns options are enabled.
- The Hide Empty Rows and Hide Empty Columns options aren't considered for Publish or REST.
- The Hide Empty Rows and Hide Empty Columns settings are saved as part of the table layout.
- Editable measures with no values will be hidden when either the Hide Empty Rows or Hide Empty Columns option is enabled. To manually enter values you must first deselect these options.
- Indicator measures that have only values of 0 or 1 will be hidden when all values are 0 and either the Hide Empty Rows or Hide Empty Columns option is enabled.
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)
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
- Materials Planner (ORA_MSC_MATERIALS_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:
- View Planning Tables (MSC_VIEW_PLANNING_TABLES_PRIV)
- 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.
Configure Attribute Netting Rules with Additional Criteria
In situations where attribute considerations are paramount for supply to demand matching, you may have attribute rules to match demand and supply that are based on logical comparisons of the numeric attributes on supply and demand. For example, if you're modeling a quality attribute, then a rule could be that the demand can be satisfied only by supplies where the quality is greater than or equal to the specified value on the demand.
With this update, additional conditional matching rules can be configured to enable you to specify whether supply must be greater than or equal to or less than or equal to the same numeric attribute on the demand.
Example screenshot of how you can configure the new supply operators Less than or equal to demand value or Greater than or equal to demand value in an attribute-based netting sequence step for a number data type planning attribute to be used by the planning process:
Increase quality of your plans by specifying real-world constraints applicable for the planning process.
Watch a Demo.
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
Key Resources
Consume Forecast Considering Attributes Including Project and Task
With this update, you can manage a forecast in demand management for demand striped by configured attributes including project and task and use this forecast as a demand schedule. In addition, you can now use all of the capabilities for forecast consumption that were previously available for only supply plans that didn’t use configured attributes. You can also include attributes specifically configured for your enterprise when you analyze the details of which sales orders consumed a forecast.
Example of how you can manage a forecast measure with configured planning attribute, including project and task, in a pivot table in a demand plan by creating a demand plan with planning attributes measure context:
Example of how you can configure plan options and select Planning Attributes as ship-to consumption level and select either all or a subset of planning attributes for forecast consumption in a supply plan in the Organizations and Schedules subtab of Supply tab in plan option:
Example of how you can view forecast consumption details at planning attributes level for a forecast in the Supplies and Demands view. Select a forecast with planning attributes and drill to the Forecast Consumption user interface to view forecast consumption details at planning attributes level in supply plan output:
Ensure that the demand driving the supply planning process takes into consideration your rules for consuming forecasts with sales 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
When you opt in to use this feature, you must either opt in to the feature named: Attribute-Based Planning or Plan Project-Specific Supply. Opting in to the Attribute-Based Planning or Plan Project-Specific Supply feature also enables the feature described here. If you previously opted in to the Attribute-Based Planning or Plan Project-Specific Supply feature, then this feature is automatically enabled.
To opt in to the Attribute-Based Planning feature:
- 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.
To opt in to the Plan Project-Specific Supply feature:
- 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.
After opt in is enabled, perform these steps to begin consuming forecasts by planning attributes including project and task:
- Create a demand plan with user-defined measure having planning attribute dimensions and select a not default measure context
- Run the demand plan
- Import new combinations with planning attributes and measure values into a pivot table using excel or REST service to manage forecast measure values with planning attributes
- Create an unconstrained supply plan or demand and supply plan and select a not default measure context
- Assign a planning-attribute-based netting rule to the plan
- Optionally upload external forecast by planning attributes using the ScpExternalForecast file-based data import (FBDI)
- Select planning attributes as ship-to consumption level and select planning attributes to be used for consumption
- Run the plan to consume forecast by planning attributes including project and task
Tips And Considerations
- The demand planning process won't generate statistical forecast by planning attributes. Forecast measure values by planning attributes are managed in demand planning work area by importing combinations and measure values either by excel import or REST services with measure values.
- The demand plan and supply plan options should have same measure context.
- User-defined forecast measures used in a demand plan need to be included in the End Item Demand measure group.
- Planning attribute dimensions can't be deployed using change granularity in manage planning measure to forecast measures used in forecasting profiles, seeded demand planning measures, and configured to order measures.
- A demand plan with a nondefault measure context can't be used for configured to order forecasting.
- Select a user-defined forecast measure as end item demand measure in supply plan's option.
- Provide a positive integer value for the Consumption Detail Cutoff Days plan option to view forecast consumption details at planning attribute level in the Forecast Consumption user interface.
Key Resources
- The Consume Forecast Considering Attributes Including Project and Task readiness training available on Oracle Cloud Readiness for Supply 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 Planner (ORA_MSC_DEMAND_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)
- Monitor Demand Management Work Area (MSC_MONITOR_DEMAND_MANAGEMENT_WORK_AREA_PRIV)
Project-Driven Supply Chain is an end-to-end, integrated solution across the Oracle Fusion Cloud Supply Chain Management and Oracle Fusion Cloud Project Management 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.
Consume Forecast Considering Projects and Tasks
With this update, you can manage a forecast in demand management for demand striped by configured attributes including project and task and use this forecast as a demand schedule. In addition, you can now use all of the capabilities for forecast consumption that were previously available for only supply plans that didn’t use configured attributes. You can also include attributes specifically configured for your enterprise when you analyze the details of which sales orders consumed a forecast.
Example of how you can manage a forecast measure with configured planning attribute, including project and task, in a pivot table in a demand plan by creating a demand plan with planning attributes measure context:
Example of how you can configure plan options and select Planning Attributes as ship-to consumption level and select either all or a subset of planning attributes for forecast consumption in a supply plan in the Organizations and Schedules subtab of Supply tab in plan option:
Example of how you can view forecast consumption details at planning attributes level for a forecast in the Supplies and Demands view. Select a forecast with planning attributes and drill to the Forecast Consumption user interface to view forecast consumption details at planning attributes level in supply plan output:
Ensure that the demand driving the supply planning process takes into consideration your rules for consuming forecasts with sales orders.
Watch a Demo.
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 either opt in to the feature named: Attribute-Based Planning or Plan Project-Specific Supply. Opting in to the Attribute-Based Planning or Plan Project-Specific Supply feature also enables the feature described here. If you previously opted in to the Attribute-Based Planning or Plan Project-Specific Supply feature, then this feature is automatically enabled.
To opt in to the Attribute-Based Planning feature:
- 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.
To opt in to the Plan Project-Specific Supply feature:
- 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.
After opt in is enabled, perform these steps to begin consuming forecasts by planning attributes including project and task:
- Create a demand plan with user-defined measure having planning attribute dimensions and select a not default measure context
- Run the demand plan
- Import new combinations with planning attributes and measure values into a pivot table using excel or REST service to manage forecast measure values with planning attributes
- Create an unconstrained supply plan or demand and supply plan and select a not default measure context
- Assign a planning-attribute-based netting rule to the plan
- Optionally upload external forecast by planning attributes using the ScpExternalForecast file-based data import (FBDI)
- Select planning attributes as ship-to consumption level and select planning attributes to be used for consumption
- Run the plan to consume forecast by planning attributes including project and task
Tips And Considerations
- The demand planning process won't generate statistical forecast by planning attributes. Forecast measure values by planning attributes are managed in demand planning work area by importing combinations and measure values either by excel import or REST services with measure values.
- The demand plan and supply plan options should have same measure context.
- User-defined forecast measures used in a demand plan need to be included in the End Item Demand measure group.
- Planning attribute dimensions can't be deployed using change granularity in manage planning measure to forecast measures used in forecasting profiles, seeded demand planning measures, and configured to order measures.
- A demand plan with a nondefault measure context can't be used for configured to order forecasting.
- Select a user-defined forecast measure as end item demand measure in supply plan's option.
- Provide a positive integer value for the Consumption Detail Cutoff Days plan option to view forecast consumption details at planning attribute level in the Forecast Consumption user interface.
Key Resources
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 Planner (ORA_MSC_DEMAND_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)
- Monitor Demand Management Work Area (MSC_MONITOR_DEMAND_MANAGEMENT_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.
Identify Which Supplies Are Causing Demands At Risk
You typically want to readily understand which supply is the root cause for a demand that is at risk of fulfilling late in a multilevel supply chain with a complex bill of material.
With this update, a new analytical table is available to pinpoint the components or subassemblies that are the root cause of demands being at risk. Additional calculated attributes, such as slack days, are available to also understand the degree of flexibility for manual changes to the plan.
You can drill from any of the following tables to the new Late Demand Analysis table to analyze late end demand:
- Supplies and Demands
- Exceptions
- Material Plan
- Build Plan
Here's an example of drilling to the Late Demand Analysis table from the Supplies and Demands table to get more detail regarding a late demand.
Quickly analyze and pinpoint root cause of a problem with demand fulfillment.
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.
Additional Tips & Considerations:
- This feature is enabled for only constrained supply plans.
- You can select one or more late end demands and then drill to the new Late Demand Analysis table to analyze the reason for lateness. This table shows the pegged supply path for the supplies which are causing lateness.
- You can also open this table independently and analyze late end demands after providing a search criteria, such as:
- analyze demands that are late within 7 days from the plan start for an end item
- analyze late demands for the end items belong to a planner
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 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.
Specify Lateness Tolerance Values and Use Them to Identify Late Work Orders and Demands
You can now define lateness metrics by adjusting the lateness tolerance value to align with your business operations. This metric identifies late work orders and demands. If the tolerance value is not specified, a work order or demand that is delayed from the need-by-date by even a minute is considered late. This late exception is reflected in the KPI calculations and analytics.
Classify lateness in larger time buckets, such as an hour, 4 hours, or a shift.
Configure lateness criteria for factory schedules to ensure the metric is aligned to your operational standards.
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
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.
Define Allocation Rules at Item, Organization, Category, or Category-Organization Level
If you have global customers who order the same item through multiple distribution centers, your allocations need to account for total demand by customer, rather than on a facility-by-facility basis. Similarly, if you have multiple items in a category that share the same scarce component, it may be more effective to control supply for the entire category. With this update, you can now specify an allocation for an item, or all items in a category, across all shipping locations. Alternatively, you can set up allocation quantities or percentages for all items, or all items in a category, at an individual organization. As a result, you can manage supply allocation across your entire supply network or across groups of products, rather than on an individual item-organization basis.
Example of the assignment basis that you can assign to an allocation rule:
Achieve better balance of competing demands for scarce supply across global distribution networks by defining allocation rules at the item, category, organization, or category-organization level.
Watch a Demo.
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 2 features in the Supply Chain Planning offering:
- The Backlog Management feature
- Either the Attribute-Based Planning feature or the Project-Driven Supply Chain feature
Opting in to the Backlog Management feature and the Attribute-Based Planning or Project-Driven Supply Chain feature also enables the feature described here. If you previously opted in to the Backlog Management feature and either the Attribute-Based Planning feature or Project-Driven Supply Chain feature, then this feature is automatically enabled.
After the opt ins are enabled, perform these steps to begin to allocate supply based on plan 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 on the Manage Planning Attributes page and define planning attributes mapping.
- Specify planning attributes mapping with the Allocation Tier in Manage Backlog Planning Options page in the Backlog Management work area.
- Prepare file-based data import csv files for planning attribute values and demands with planning attribute values if collecting data from an external source system.
- Run data collections.
Tips And Considerations
Supply Allocation Rules Planning Rules can be assigned to Organizations, Categories, Items, Item Organizations, and Category Organizations. Backlog planning will consider the most granular assignment level when allocating supply to allocation nodes at an item organization. List of assignment basis for supply allocation rules in the decreasing order of granularity where Item and organization is most granular and organization is least granular:
- Item and organization
- Item
- Category and organization
- Category
- Organization
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 following predefined job roles are automatically able to access this feature:
- Backlog Manager (ORA_MSC_BACKLOG_MANAGER_JOB)
- Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Manage Allocation Attributes (MSC_MANAGE_ALLOCATION_ATTRIBUTES_PRIV)
- Manage Allocation Data (MSC_MANAGE_ALLOCATION_DATA_PRIV)
- Create Backlog Plan (MSC_CREATE_BACKLOG_PLAN_PRIV)
Respect Reservations of Supply to Internal Material Transfer Orders
You can reserve supply to internal material transfer orders when using Oracle Cloud Order Management. In other execution systems, such as Oracle eBusiness Suite, the pairing of an internal requisition to an internal sales order is an implicit reservation of supply to demand.
With this update, Oracle Cloud Supply Planning will recognize these supply reservations and ensure that these supplies are not available for other demands.
Example of supply reserved to internal material transfer in the source organization on the Manage Reservations and Picks page in the Inventory work area, then collected and planned by a supply plan respecting the reservation in the source organization
:
Screenshot of the ScpReservationImport file-base data import (FBDI) template with the new demand source type for internal material transfer orders reservation in source organization. This new demand source type supports collection of supply reservation to internal material transfer demand to Supply Chain Planning cloud from external source systems using the ScpReservationImport template.
Ensure that the supply designated for a demand is considered in the planning processes thereby increasing plan quality.
Watch a Demo.
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.
Additional Tips and Considerations:
- Reservation of supplies to internal material transfer order in the source organization that are interfaced to order management are collected from SCM cloud only.
- Reservation of supplies for an internal sales order or internal material transfer order in the source organization is collected from external source with these conditions:
- For a transfer order for which an internal sales order exists, you must set the Fulfill Orchestration Required column to Yes in the ScpTransferOrderImportTemplate.xlsm template.
- Only orders of type 94, the Transfer Order order type, that are open or not fully shipped are considered when collecting their corresponding internal sales order.
- You must set the Sales Order Demand Source Type to 1, 1 means internal material transfer fulfillment line, in the ScpSalesOrderImportTemplate.xlsm template for the demand to be considered as an internal sales order during data collection.
- You must establish the link between internal sales order and its corresponding transfer order by providing corresponding values: The value of the Transfer Order Header Number in the Transfer Order FBDI template as the value for the Source Document Number column in the Sales Order FBDI template. The value of the Transfer Order Line Number in the Transfer Order FBDI template as the value for the Source Document Line Number column in the Sales Order FBDI template.
Key Resources
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)
- Backlog Manager (ORA_MSC_BACKLOG_MANAGER_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)
- Monitor Backlog Management Work Area (MSC_MONITOR_BACKLOG_MANAGEMENT_WORK_AREA_PRIV)
IMPORTANT Actions and Considerations
From time to time, Oracle replaces existing Cloud service features with new features, or removes existing features. Replaced features may be put on a path to removal. As a best practice, you should use the newer version of a replaced feature as soon as the newer version is available.
This section identifies the features in this Cloud service that have been replaced or will be removed.
Product | Removed Feature | Target Removal | Replacement Feature | Replaced In | Additional Information |
---|---|---|---|---|---|
Supply Planning | Project Netting Rules (part of the Plan Project-Specific Supply feature) | 22B | Net Project Supply Using Attribute-Based Netting Rules | 21D | Enhance Your Project-Driven Plans with Next Generation Attribute-Based Planning on Cloud Customer Connect Readiness training for Net Project Supply Using Attribute-Based Netting Rules |