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An Oracle White Paper December 2000
BACKGROUND Oracle Order Entry release 11. The features that are provided under the umbrella term of scheduling are: • • • Calculating Available-to-Promise (ATP) Scheduling Reserving Unscheduling and unreserving functionality is also provided. These scheduling activities can be performed on individual order lines or groups of order lines such as ship sets. For a line to be “scheduled” meant that it had been processed by the demand interface concurrent program and a record of the demand was in the MTL_DEMAND table.0. FUNCTIONAL DIFFERENCES The data model for OE included order headers. This paper covers how scheduling works in Order Management and how to set up OM. The terminology. the line was seen as demand by Oracle’s planning applications such as Material Requirements Planning (MRP) and Master Production Schedule (MPS). and configurations. INTRODUCTION Oracle Order Management (OM) works closely with Oracle Advanced Planning and Scheduling (APS) and Oracle Inventory to provide scheduling functionality. as well as the way that scheduling is implemented in OM release 11i is quite different.3 and before (OE) included some scheduling functionality. arrival sets. Once this happened. order lines. and reserve on-hand inventory to sales order lines. schedule the shipment or arrival of order lines based on this availability. Scheduling in Oracle Order Management Page 1 . and other fragmentary tables such as schedule details and picking line details. The features are provided in a variety of ways allowing OM users to tailor their processes to meet the needs of their business.Scheduling in Oracle Order Management EXECUTIVE OVERVIEW The scheduling feature of Oracle Order Management allows you to determine when items will be available to promise to a customer. APS and Inventory to achieve your scheduling goals.
This flag is set when the line is scheduled. or later using a background process the ability to determine the best warehouse for an order line using sourcing rules the ability to define by customer whether the “request date” is the requested ship date or requested arrival date the ability to automatically set the scheduled ship and arrival dates based on the calculated ATP date the ability to define a shipping network and determine the number of days required for delivery based on the transit time the ability to automatically reserve on-hand inventory to order lines the ability to control. the level of scheduling which should occur the ability to view availability for multiple warehouses at one time the ability to group lines into arrival sets which may be shipped from different warehouses on different days but should arrive at the customer site on the same day • • • • • • • • Terminology Understanding the following terms will help you understand how scheduling works in OM. the MTL_DEMAND table no longer exists. when the order is booked.either manually or automatically as the line is entered. An order line represents demand and is visible to the planning applications when the VISIBLE_DEMAND_FLAG is set to yes.The date the order line arrives at the customer site.A set of order lines which arrive at the same time at the destination. Key Enhancements Some of the great new enhancements to scheduling in OM are: • the ability to schedule at multiple points . If a line requires more than one set of schedule details (such as schedule date or warehouse) the line is split into multiple lines. Also. Available to Promise (ATP) .In OM the schedule details table no longer exists.The quantity of current on-hand stock. Scheduling in Oracle Order Management Page 2 . Arrival Set .The date the order line is shipped. Actual Arrival Date . based on order transaction type. outstanding receipts and planned production not already committed to sales orders or other sources of demand. This date is recorded by the ship confirm action. Actual Ship Date .
In both formats. This field is for tracking purposes only. Ship Set . Schedule Arrival Date . or a complete order. the product cannot be allocated to any other source of demand. Sourcing .The date the customer requests that the products be either shipped or received.Selecting the warehouse for the order lines. Once reserved. Also known as a hard reservation. the following information is displayed: Scheduling in Oracle Order Management Page 3 .The date that a requested quantity will be available to promise. Some Oracle transactions that generate supply are purchase orders.Requests which consume inventory such as sales orders. the order quantity.The date on which you agree you can ship the products to your customer or that your customer will receive the products. In general the user will enter the item and order quantity on every order line. The request date and order quantity unit of measure may be defaulted or manually entered.The date returned by the system on which your customer can receive the products. Calculating ATP requires as input the item. Demand . Reservation . and sales orders place demand for finished goods. within which a line should be automatically reserved. The results for a single line are displayed in a single column in a small window. the order quantity unit of measure and the request date. discrete manufacturing work orders and flow manufacturing schedules. Delivery Lead Time . Schedule Ship Date . Calculating Available to Promise (ATP) Oracle Order Management allows users to tell their customers when items will be available based on current on-hand inventory plus the expected incoming supply and outgoing demand. a group of lines. Request Date . Supply .ATP Date .Time (in days) for items to reach the customer once they are shipped.Incoming inventory. The results for multi-line ATP are displayed in a table.Time (in days) before the schedule date. Reservation Time Fence .The date returned by the system on which you can ship the products. Discrete manufacturing work orders and flow manufacturing schedules place demand for component items.A set of lines which will be shipped together from the same warehouse to the same location.A guaranteed allotment of product to a specific sales order. It may be defaulted from the schedule ship date or the schedule arrival date. Promise Date . ATP may be calculated for a single line.
However.The on-hand quantity minus the quantity that is already reserved to other sources of demand. There are several setup steps required for ATP calculations to work. Also. the data collection program must be run.The order quantity. The ATP rules must be associated with items and/or inventory organizations. The available quantity. Scheduling Scheduling in Oracle Order Management Page 4 . the best warehouse as selected by the sourcing rules. if ATP was not successful. ATP will be automatically calculated during scheduling. Therefore. and may be calculated manually by pressing the Availability button on the line items tab of the sales order form. There is a requirement for ATP calculations to be very fast. which will be less than the order quantity. For example. if the warehouse on the order line was blank. On-hand .” • At the bottom of the Availability window there is a Global Availability button. see the setup section of this document. After ATP is calculated the user can see how the results were derived by going to the tools menu and selecting the option Scheduling -> Scheduling Results. if the Check ATP flag for the item is not selected then this field will display “ATP not applicable.• • • • • • Warehouse .The quantity that is currently in the warehouse.The date on the order line. Reservable . Available date . This feature is only available if the APS module is installed. considering all the possible sources of supply and demand for an ATP calculation can be very complex. a concurrent process known as data collection must be run to summarize the supply and demand picture. or it might be a future date when the order quantity will be available Error Message . Available . It could be the request date if the order quantity is available on the request date.Either the warehouse on the order line or. and the system will return the availability in all the selected warehouses. Request Date . The ATP calculation is then performed on the summary tables. This program is part of the Oracle Advanced Planning and Scheduling application. Pressing this button will open the supply chain ATP form which has the list of warehouses where the item is enabled. ATP rules must be defined to determine the sources of supply and demand which are included in the calculation. The user can select the warehouses for which they would like to see the availability. if ATP was successful. For details about setting up ATP rules and running the data collection program.The date that the ordered quantity will be available. some customer service representatives will need to give this information to customers on the phone.Any error that occurred in calculating ATP.
When you enter an order line. When you enter an order line. If the reservation time fence is set and the schedule ship date is within the reservation time fence. suppose that you have a customer who only accepts orders that ship within 5 days of the request date. the schedule request fails. If the customer’s request dates are requested arrival dates. The API returns the first date on or after the requested arrival date that the items could arrive at the customer location. When the scheduling action occurs. automatically reserves the line. the latest acceptable date is calculated by adding the latest schedule limit to the request date. If it is not within this range. the schedule action fails. The action does the following • Determines the source (warehouse) for the order line. If the warehouse is entered on the line. You can control whether OM schedules lines on hold by using the profile option Scheduling in Oracle Order Management Page 5 . the delivery lead time will be considered 0 days and the schedule ship date and schedule arrival date will be the same. the schedule date will only be returned if it is between the requested date and the latest acceptable date. the latest acceptable date would be September 15. and enters that date into the scheduled arrival date field for the line(s). If the warehouse is blank. the schedule arrival date. The schedule ship date is calculated by subtracting the delivery lead time (number of days for items to reach the customer once they ship) from the schedule arrival date. the scheduling action uses the requested warehouse and the other scheduling results are based on it. If a user enters a schedule ship date on the order line before performing the schedule action. When the scheduling action occurs. the scheduling action fails. the scheduling action calls MRP’s scheduling API with the requested arrival date. either manually or using defaulting rules. Makes the line visible to the planning applications and consumes supply for the item.Scheduling is an action performed on an order line or a group of lines. if the schedule date returned is not in the date range of September 10 through September 15. the delivery lead time and the shipping method. Determines the schedule ship date. You can define for each customer the delivery window in days that they will accept by entering the latest schedule limit on the customer form. If it can’t. When a line is successfully scheduled the VISIBLE_DEMAND_FLAG is set to Yes. You would enter 5 in the latest schedule limit fields on the Order Management tab of the customer form. • • • The request date may be either the requested ship date or the requested arrival date depending on the request date type of the customer. the scheduling action determines the best warehouse based on the sourcing rules. if the request date is September 10. when the schedule action occurs the system tries to schedule on that date. If the shipping network has not been defined for this combination of locations. For example.
The user can select orders based on the order number. For each line of the order • • • • 2. then the scheduling action fails. and if the profile option OM: Schedule Lines on Hold is No. the program places a message in the message stack and skips the order. If locking fails. If the action is selected from the order header tab. Select the lines of the order and lock them. Check for a hold on the order.You can access the scheduling sub menu either by selecting schedule from the list of activities on the tools menu or by placing your cursor on a line and pressing the right mouse button. Check the workflow status. The line should be eligible for scheduling.The line is scheduled when it is saved. • Autoschedule . Selecting schedule from these menus will trigger the scheduling action. Manual . the sales order will be opened in Autoschedule mode. or by manually choosing to schedule using the right mouse button menu or the tools menu. all the lines on the order will be scheduled. Check for a hold on the line. If the action is selected from the lines tab. Check to see if the item requires scheduling. If either the Autoschedule check box on the order transaction type is checked or the OM: Autoschedule profile option is Yes. You can schedule multiple orders using the Scheduling concurrent program or the Order Backlog Workbench. it applies only to the line or group of lines selected. You can turn Autoschedule on or off from the sales order form by going to the Tools menu. it continues with the next step. You can schedule using a workflow activity either immediately or in deferred mode. The scheduling action can be invoked in multiple ways. If there is a hold.OM: Schedule lines on Hold. Service lines and option classes are examples of lines which do not require scheduling. it skips the order. but the lines will still be autoscheduled unless the autoschedule check box on the tools menu is unchecked. If an order or line is on hold and this profile option is No.This program selects all lines which are eligible for scheduling and attempts to schedule them. The program does the following for each order selected: 1. Note that if autoschedule is turned on the availability window is automatically displayed when the sales order form is opened. If the profile is Yes. The user can close the availability window. 3. If there is a hold. A line can be saved manually by the user or will automatically be saved when the user leaves the line. Scheduling Concurrent Program . and if the • Scheduling in Oracle Order Management Page 6 . You can schedule from the sales order form by having autoschedule turned on.
you can reserve on-hand inventory to a sales order. If scheduling was successful. You can submit the scheduling concurrent program from the OM navigation menu by choosing Orders. • Reserving In OM. complete the scheduling workflow activity with a result of COMPLETE so that the line can progress to the next activity. For details on the order backlog workbench. complete the workflow activity with the result of INCOMPLETE. 4. see the white paper entitled Using Workflow in Oracle Order Management. the line will be skipped.This tool allows you to easily manage existing order lines that need to be rescheduled. It allows the user to select orders for scheduling. With this type of process. If the scheduling activity is deferred it will occur after the workflow background process runs and any error messages will be available in the process messages window. 7. • Order Backlog Workbench . The line can then be scheduled manually by progressing the order from the sales order form (press the Action button and select Progress Order) or automatically in the next run of the scheduling concurrent program 5. For details on configuring workflow for OM. It is especially useful in situations where the expected available supply changes dramatically. and commit the changes when they are satisfied. For more about these API’s.Generic seeded flow. In the Line Flow . If scheduling was not successful. see the Oracle Manufacturing Open Interfaces manual. Workflow . the schedule activity is a synchronous activity immediately after booking.The seeded scheduling workflow activity should be used in the workflow process for your order lines. Add it to the list of lines to be scheduled. Reserved inventory Scheduling in Oracle Order Management Page 7 . Call the Process Order API to process the lines. read them and store them in the OE_MESSAGES table and also print the message in the log file. • Set the action on the line to OESCH_ACT_SCHEDULE. If there are any messages in the message stack. scheduling will occur immediately after booking and any scheduling errors will be seen by the person who is booking the order.profile option OM: Schedule Lines on Hold is No. see the Oracle Order Management User’s Guide. review the results. Note that the lines must be successfully scheduled before they can be processed using this tool. process them in a simulated scheduling mode. Process Order API calls Schedule Line API which will schedule each line. 6. Returns -> Schedule Order.
If the reservation time fence is 2. When you create reservations manually on the sales order form or automatically using the reservation time fence. suppose the today’s date is November 25th. For example. subinventory and/or locator. the line will not be reserved because 6 > 2. A form will appear which allows you to reserve by lot. You can select reserve from the scheduling option under the tools menu or select reserve from the scheduling sub menu which is displayed when you press the right mouse button. the line will be reserved because 6 < 10. If the reservation time fence is NULL. but the line will still be scheduled so it will be visible as demand to the manufacturing applications. You may reserve part or all of the ordered quantity. A line must be scheduled before it can be reserved. If the line is successfully scheduled then the system will try to reserve it. The inventory which was allocated to the line will become available for other orders. then lines will not be automatically reserved. The reservation time fence is set using the profile option OM: Reservation Time Fence. When the user unschedules a line the system will both unreserve and unschedule it. revision. If you try to reserve an unscheduled line. There are two ways to reserve from the sales order form. From the list of options select Reservation Details. Unreserving and Unscheduling You can unreserve lines that have been partially or completely reserved. If the reservation time fence is 10. Unscheduling the line sets the VISIBLE_DEMAND_FLAG to No so that the line is no longer visible as demand to the manufacturing applications. go to the tools menu and select scheduling. The system will automatically unreserve a line if it is deleted or canceled. To access the form from the sales order form. Scheduling Groups of Lines Scheduling in Oracle Order Management Page 8 . You can only access the reservation details form for lines that are scheduled. If you are on an order line the line will be reserved. An order line is scheduled for December 1st. Reservations are performed automatically whenever a line is scheduled and the schedule date is within the reservation time fence. The reserved quantity for a sales order line is displayed on the shipping tab. all the lines will be reserved. A user can unreserve or unschedule by choosing these options from the scheduling submenu of the tools menu or by choosing the scheduling option when you press the right mouse button. You can specify inventory details for a reservation by using inventory’s reservation details form.cannot be used for any other purpose. which is 6 days away. the items are reserved at the warehouse level with no inventory details specified. If you are on the header. the system will first try to schedule the line.
When you call one of the scheduling functions. Line Group Type Standard Line (not in any set) Standard Line (in ship or arrival set) ATO Model ATO Class ATO Option PTO Model (Ship Model Complete) PTO Model (nonShip Model Complete) Calculate ATP That Line Whole Set All options under it Whole configuration Whole configuration Whole configuration Model and its included items Schedule That line Whole set All options under it Whole configuration whole configuration Whole configuration Whole configuration. ATO models and SMC PTO models are all ship sets. but each line will be scheduled separately Class and its included items Reserve That line That line Cannot reserve Cannot reserve Cannot reserve That line Model and its included items PTO Class (nonShip Model Complete) Class and its included items Class and its included items Scheduling in Oracle Order Management Page 9 . User created ship sets. OM may perform the function on only the line(s) in the call or on that line and a group of related lines. If lines are in a ship set they will be scheduled from the same warehouse and will have the same ship date. Scheduling treats the following groups as “scheduling sets” or sets which need some kind of scheduling activity to take place together on all the lines of a set. The following table shows the behavior for each scheduling function with each type of line group. All lines in a user created arrival set will have the same arrival date and ship to organization. ship to and ship method. • • • • Assemble to Order (ATO) Models Ship Model Complete (SMC) Pick to Order (PTO) Models Ship Sets Arrival Sets Scheduling processes the lines of the set together and applies the rules required to honor the set.
the system tries to reschedule the whole set. the line is inserted but not scheduled. schedule the parent Cannot schedule That line Service Line Cannot reserve You can manually request scheduling for more than one line at a time by multiselecting the lines. 2. When a user cancels a line which has been scheduled or reserved. For example. calculate for the parent Cannot calculate ATP Cannot schedule this by itself. The most cancelable reservations (the ones with the least details) is canceled Scheduling in Oracle Order Management Page 10 . Changing Scheduled Lines OM has many features to help manage scheduled lines when the lines are changed. The lines that are multi-selected that are not in a scheduling group will be processed independently. If a scheduled line is partially canceled. If the value is No. and scheduling the group of lines together fails.PTO Options (non-Ship Model Complete) Included Item Only the option Only the option Only the option Cannot calculate ATP for this by itself. If the value is Yes. If that fails. if you change the ordered quantity or the warehouse. When a scheduled line is changed. the system unschedules the lines and removes the reservations. then it checks the value of the profile option Auto Push Group Date. Cancel the quantity which is scheduled but not reserved. If rescheduling the whole set fails. From the sales order form. then the line will not be inserted. the system reschedules based on this new information. The scheduling activity that you request will be executed for the lines that you selected. the line is inserted but not scheduled. Exception: If the line is part of an ATO configuration or a ship model complete PTO configuration. plus any lines that are required to be scheduled with them because they are in the same group. the system reschedules the line. When a new line is inserted into a scheduling group (such as a ship set or a configuration) that is scheduled the system will first try to schedule the new line with the same attributes as the other lines in the scheduling group. the system cancels scheduling information in this order: 1. The selected lines will be highlighted. If the quantity requested for cancellation needs for reservations to be canceled the system finds the reservations and cancels them one at a time until the reserved quantity is no longer more than the remaining uncanceled quantity. select each line by pressing the Ctrl key and clicking the mouse.
This depends on whether the split was initiated by the user or by the system.Possible values are arrival and ship. the scheduling action fails. and the user can change it on the order if required. If this field is Scheduling in Oracle Order Management Page 11 . suppose that a line has order quantity of 10 and reserved quantity of 3. OM also handles the situation when scheduled lines are split. In this case the shipped line will have a reserved quantity of 0 (it doesn’t need reservations any more) so any remaining reserved quantity belongs to the unshipped line(s). Setup In order for scheduling to meet the needs of your business. either the complete line is scheduled or none of the line is scheduled. the first new line will have a reservation for 3 and the second new line will not have any reservation. If it is not within this range. If an order line has order quantity of 10 and reserved quantity of 7. the latest acceptable date will be calculated by adding the latest schedule limit to the request date. If a partially reserved line is split by a user. • Request Date Type . Lines may be split because of a user request. Scheduling is an allor-nothing proposition. If the value is arrival then the request date and promise date will be considered arrival dates by the system. for instance if the customer requests shipment on more than one date. • The following profile options affect scheduling functionality: • OM: Schedule Lines on Hold . A line may be partially reserved.This field can contain any numeric positive integer value. The request date type can be defaulted from the customer information to the order. When the scheduling action occurs.first and the most detailed reservations is canceled last. etc. Many of these setup steps are mentioned throughout this paper. and the line is split into two lines with ordered quantities of 6 and 4. the schedule date will only be returned if it is between the requested date and the latest acceptable date. Lines are split by the system when a partial quantity is ship confirmed. If the line is split into two lines with order quantities of 6 and 4. Several fields on the Order Management tab of the customer definition form affect the way scheduling works. Latest Schedule Limit . For example. so OM must determine which of the new lines get the reserved quantity. several things must be set up correctly. but they are all recapped here. then the second line. So if a scheduled line is split then both of the new lines are scheduled. if the value is ship then they will be considered ship dates.Possible values are yes and no. the first new line gets as much of the reserved quantity as it needs. When you enter an order line. then the first line will have a reserved quantity of 6 and the second line will have a reserved quantity of 1.
the scheduling action processes order lines even if the order or line is on hold. OM: Reservation Time Fence . If the ATP rule for the item is blank. the value must be Enable PL/SQL based ATP without Planning Output. You must define sourcing rules if you want ATP to determine the warehouse for your order lines. They indicate which sources of supply and demand to consider when calculating ATP. and Enable PL/SQL based ATP without Planning Output. a concurrent process known as data collection must be run to summarize the supply and demand picture. then the ATP rule for the inventory organization is used.yes. but searching through all the possible sources of supply and demand to calculate ATP is very complex. Enable PL/SQL based ATP with Planning Output.Possible values are yes and no. See the Oracle Master Scheduling/MRP and Oracle Supply Chain Planning User’s Guide for details on defining sourcing rules and creating assignment sets. The ATP calculation is then performed on the summary tables. Assignment sets are mentioned later in this section. As previously stated. MRP:ATP Assignment Set .Possible values are yes and no. If an ATP rule is assigned to an item that is used. For scheduling to work in OM you must successfully run the data collection concurrent request set. and the new line cannot be scheduled on the date that the rest of the configuration is scheduled. INV: Capable to Promise . then scheduling for the new line will fail and the rest of the configuration will not be affected. For ATP to work in OM.This can be any valid assignment set which is defined in the MRP application. • • • • ATP Rules are created in the Inventory module. If the value is yes and a line is added to a scheduled configuration. OM: Auto Push Group Date . If this field is yes the availability window is displayed when the sales order form is opened and scheduling occurs automatically as each order line is saved. You do this using assignment sets. Therefore. they must be assigned to particular items. It specifies the assignment set that will be used for calculating ATP. For details on defining ATP rules see the Oracle Inventory User’s Guide. Once sourcing rules are defined.This may be any positive integer numeric value. This profile option indicates whether and how to enable the CTP calculation. They can be assigned to inventory organizations and items. Enable ATP. If the value is no and the new line cannot be scheduled. If no the scheduling action will fail. categories and/or inventory organizations. • OM: Autoschedule . To run the data Scheduling in Oracle Order Management Page 12 . When a line is scheduled it is also automatically reserved whenever the schedule date is within the reservation time fence. Enable Product Family ATP. calculating ATP must happen almost instantaneously.Possible values are Enable Product Family ATP and CTP. then the system will try to reschedule the complete configuration at a different time.
For details on running the data collection programs see the Oracle Advanced Supply Chain Planning and Oracle Global ATP Server User’s Guide. Choosing Not to Use Scheduling There are ways that you can turn off some or all of the scheduling functionality of order management. If this is yes. If you want lines to be visible as demand to the manufacturing applications but do not want to perform an ATP check on them then you can set the Check ATP flag of the item to No. If the value is Allow All Scheduling Actions or NULL then all scheduling functions can be performed. See the Oracle Inventory User’s Guide for details on defining your shipping network. No Reservations and Allow All Scheduling Actions. When the scheduling action is called for a non-ATP item. do not schedule the lines. if you want to calculate arrival dates based on the time required for shipment from a warehouse to a customer location via a specified ship method. Finally. You would do this for items where you assume that the item is always available. If you set the value to Allow All scheduling Actions. It will not check ATP but will copy the request date into the schedule date field. schedule and reserve lines on the order. If you have an order transaction type defined with a scheduling level of ATP Only then you must not have the scheduling activity in any of the line level workflow processes. If you set the value to ATP Only then you will not be able to schedule or reserve lines on the order. The possible values for this setting are ATP Only. You can control this by setting the scheduling level of the order transaction type. you must define your shipping network. The Planning Data Pull program has a parameter named Complete Refresh. The scheduling level on the order transaction type determines what type of scheduling is allowed. No Reservations and Allow All Scheduling Actions. or if the value is NULL then you can calculate ATP. If it’s no. but you will not be able to create reservations from the sales order form.collection request set. then the collection will select all scheduling related information from the relevant tables. There are two programs in the request set. then only the updated information will be selected. Enter parameters for both and submit the set. If the value is No Reservations then you can perform all scheduling functions except for reserving inventory. The possible values for this setting are ATP Only. the system will still perform the sourcing action to determine the warehouse if one is not specified. If the value is ATP Only then you will not be able to schedule or reserve lines on the order. Scheduling in Oracle Order Management Page 13 . The line will become visible to the manufacturing applications as demand on the requested/schedule date. choose Scheduling -> Collect Data from the OM navigation menu. If you set the value to No Reservations then you will be able to ATP the ATP-able items and schedule all items. If you don’t want your order lines to be visible as demand to the manufacturing applications.
the system will not automatically reserved the item even if it is within the reservation time fence. You cannot use this form to modify reservations for a configured item created for an ATO configuration. You cannot use this form to reserve more than the ordered quantity. Migration/Upgrade In OE Release 11 and before. this table no longer exists and the scheduling information for a line is stored in the main line information table. therefore automatic scheduling in OM can only be at the day level. Example 1: The warehouse for the order is defaulted from the ship to site. but the scheduling function will ignore them Global Availability functionality (calculating availability across warehouses) can only be used if you purchased the Advanced Planning and Scheduling (APS) module.) If the status in SO_LINE_DETAILS was RESERVED. EXAMPLES The following 3 examples illustrate the use of these features. There are some limitations to using the reservation details form. In R11i. so you can enter the time on request dates. The OM date fields have time capability. the new line will be scheduled and a record will be created in the MTL_RESERVATIONS table for the reservation. so the request date is entered as today’s Scheduling in Oracle Order Management Page 14 . The other scheduling functions are available with the shared install of APS which is included in the purchase of OM. If for some reason (for example a non-ATP item) a schedule date is returned for a past date. and not the time. During the migration from OE to OM. scheduling information for a line was stored in the table SO_LINE_DETAILS. If scheduling is called with a request date that is before today’s date then ATP will be calculated using today’s date and not the request date. the new line will be scheduled (VISIBLE_DEMAND_FLAG = Yes. If the status in SO_LINE_DETAILS was DEMANDED. The customer requests the shipment as soon as possible. • • • • You cannot multi-select lines and go to the reservation details form. OE_ORDER_LINES. a record is created in OE_ORDER_LINES for each combination of SO_LINES_ALL and SO_LINE_DETAILS. promise dates.WATCH OUT FOR Here are some limitations that you will need to understand: The schedule dates returned by MRP have only the day. You cannot go to the reservation details form from the orders block. A shipping network is defined for this warehouse/ship to combination with the shipping method of UPS ground. etc. and the transportation lead time is 5 days.
There is no inventory available to fulfill the order. The customer requests the shipment as soon as possible. and the reservation time fence is 5 days. Because autoschedule is off. quantity and request date and saves the line. quantity and request date and saves the line. The user enters an order line with the item. warehouse and ship method. However. The user enters additional lines and then books the order. The customer has a Latest Schedule Limit of 10 days. The customer requests the shipment as soon as possible. Autoschedule is off. the scheduling activity from the workflow executes. the scheduling activity from the workflow executes. The user enters an order line with the item. The user enters additional lines and then books the order. but there is a work order scheduled for completion in 10 days.date. As soon as the order is booked. Example 2: No warehouse is defaulted or entered for the order.) The schedule arrival date is the same as the schedule ship date. The ATP date is calculated to be today + 30 days because of the infinite supply days of the ATP rule. There is no inventory available to fulfill the order. On-hand inventory is available to fulfill the order. and your ATP rule includes work orders as a source of supply. Autoschedule is on. So the scheduling activity fails. As soon as the order is booked. so the request date is entered as today’s date. Autoschedule is off. No shipping network is defined for the customer. The user enters an order line with the item. because the shipping network is not defined for this combination of customer.Eligible until a source of supply can be created or until the Latest Acceptable Date is changed. because autoschedule is on. No shipping network is defined for the customer. Then the Scheduling in Oracle Order Management Page 15 . Your ATP rule specifies an infinite supply time frame of 30 days. the Earliest Acceptable Date is today + 10 days because of the customer setup. The schedule ship date is today + 10 days (the day that the work order is scheduled to complete. and there are no work orders or purchase orders for the items. Because the schedule ship date is within the reservation time fence the line is also automatically reserved. Example 3: The warehouse is defaulted from the customer ship to site. The warehouse is determined by the sourcing rules. Because autoschedule is off. the user sees an error message. it is automatically scheduled for the requested warehouse with a schedule ship date of today and a schedule arrival date of today plus 5 days. no scheduling action occurs at this time. but the line level workflow process has the scheduling activity immediately after booking as a synchronous activity. so the request date is entered as today’s date. quantity and request date. When the line is saved. but the line level workflow process has the scheduling activity immediately after booking as a synchronous activity. and the line remains at the workflow activity of Schedule . no scheduling action occurs at this time.
CONCLUSION OM provides powerful and flexible scheduling capabilities which are tightly integrated with other Oracle applications such as Inventory and APS. Using these features successfully requires an understanding of the business process.line can be scheduled by either manually progressing the line or running the scheduling concurrent program. the features and the required setup across the applications. Scheduling in Oracle Order Management Page 16 .
Scheduling in Oracle Order Management December 2000 Author: Ginger Alexander Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores. Oracle is a registered trademark.oracle.650.7200 Web: www. and Oracle Order Management is a trademark(s) or registered trademark(s) of Oracle corporation. CA 94065 U. Worldwide Inquiries: Phone: +1. Copyright © Oracle Corporation 2000 All Rights Reserved .650.A.506.S. All other names may be trademarks of their respective owners.com This document is provided for informational purposes only and the information herein is subject to change without notice. Oracle Corporation does not provide any warranties covering and specifically disclaims any liability in connection with this document. Please report any errors herein to Oracle Corporation.7000 Fax: +1.506.
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