r13 SCM SC Planning WN

TABLE OF CONTENTS
DOCUMENT HISTORY ······························································································································································································· 5
UPDATE 17D ······························································································································································································· 5

Revision History ························································································································································································ 5
Overview ······································································································································································································· 5
Optional Uptake of New Features (Opt In) ··································································································································· 6
Update Tasks ······························································································································································································ 6
Feature Summary ····················································································································································································· 7
Demand Management ······································································································································································· 9
Forecast Unique Demand Segments ··································································································································· 9
Foresee Impact of Events ······················································································································································· 10
Maintain Audit Trail on Measure Updates ························································································································· 11
Aggregate Data for Non-Key Customers ·························································································································· 11
Import Data at Aggregate Levels ········································································································································· 13
Collect and Manage Planning Data More Efficiently ····································································································· 13
Schedule Planning Processes ·············································································································································· 14
Sales and Operations Planning ·················································································································································· 15
Monitor Planning Processes and Improve Planning Data Quality ··········································································· 19
Supply Planning ················································································································································································· 21
Plan for Rework and Transform Work Orders ················································································································· 21
Collaborate with Suppliers by Start Dates of Forecasted Orders ············································································ 22
Publish Detailed Order Information to Suppliers ············································································································ 23
Analyze Configure-to-Order Model Forecast and Sales Orders Together ··························································· 25
Publish Order Forecast to Oracle Supply Chain Collaboration Cloud in One Step ·········································· 26
Simplify Setup of Planners ····················································································································································· 34
Planning Central ················································································································································································ 35
Plan for Rework and Transform Work Orders ················································································································· 35
Collaborate with Suppliers by Start Dates of Forecasted Orders ············································································ 36
Publish Detailed Order Information to Suppliers ············································································································ 37
Analyze Configure-to-Order Model Forecast and Sales Orders Together ··························································· 39
Publish Order Forecast to Oracle Supply Chain Collaboration Cloud in One Step ·········································· 39
Simplify Setup of Planners ····················································································································································· 48
UPDATE 17C ····························································································································································································· 49
2
Revision History ······················································································································································································ 49
Overview ····································································································································································································· 49
Optional Uptake of New Features (Opt In) ································································································································· 49
Update Tasks ···························································································································································································· 49
Release Feature Summary ································································································································································· 50
Demand Management ····································································································································································· 50
Calculate Channel-Specific Planning Percentages ······································································································· 50
Use Oracle Sales and Operations Planning Cloud Measures in Oracle Demand Management Cloud ···· 51
Compare Plan Versus Actuals In Real Time ··················································································································· 52
Manage Data Using Sales Organization Dimension ····································································································· 53
Use Oracle Sales and Operations Planning Cloud Measures in Oracle Demand Management Cloud ···· 54
Compare Plan Versus Actuals In Real Time ··················································································································· 55
Supply Planning ················································································································································································· 56
Plan for Configured Product Fulfillment Using Drop Ship ··························································································· 56
Planning Central ················································································································································································ 57
Plan for Configured Product Fulfillment Using Drop Ship ··························································································· 57
UPDATE 17B ····························································································································································································· 58

Revision History ······················································································································································································ 58
Overview ····································································································································································································· 59
Optional Uptake of New Features (Opt In) ································································································································· 59
Update Tasks ···························································································································································································· 59
Release Feature Summary ································································································································································· 59
Demand Management ····································································································································································· 62
Sense Demand ················································································································································································ 62
Manage Multiple Demand Signals ······································································································································· 62
Analyze Demand Signals ························································································································································ 63
Capture Business Insights ······················································································································································ 65
Predict Demand ··············································································································································································· 66
Generate Statistical Forecasts ·············································································································································· 66
Establish a Robust Demand Plan ········································································································································ 70
Forecast Configure-to-Order Products ······························································································································· 75
Analyze Forecast Accuracy ···················································································································································· 77
Shape Demand ················································································································································································ 80
Forecast New Products ··························································································································································· 80
Simulate Forecast Scenarios ················································································································································· 81
Collaborate On and Synchronize Demand Plans ·········································································································· 82
Additional Demand Management Enhancements ·············································································································· 83
Integrate with Supply Chain Management Cloud and Other Sources ··································································· 83
Analyze to Make Better Decisions ············································································································································ 85
Analyze Plan Performance with Best Practice S&OP Dashboards, Layouts, and Reports ··························· 85
Configure Analytics to Meet Your Unique Needs ··········································································································· 86
Manage by Exception to Focus on What’s Most Important ························································································ 90
Integrate with Microsoft Excel ··············································································································································· 91
Understand How Plans Have Changed Using Waterfall Charts ·············································································· 92
Align the Enterprise with Best Practice Process Management and Collaboration Features ······························ 93
Enable Best Practices with S&OP Process Management ·························································································· 93
Arrive at a Consensus One-Number Enterprise Operating Plan ············································································· 95
Collaborate with Stakeholders on Plans Using Oracle Social Network ································································· 96
Ensure Continuity and Provide Accountability Using Planning Notes ···································································· 98
3
Act by Creating New Plans and Connecting Plans with Execution ·············································································· 99
Plan at an Aggregate Level for Strategic Time Horizons ···························································································· 99
Run Quick Demand Simulations to Reflect Changed Assumptions ····································································· 100
Run Rapid Supply Simulations to Balance Supply with Demand ·········································································· 102
Select the Best Plan with Plan Over Plan Comparison ····························································································· 103
Link Tactical Planning with S&OP ····································································································································· 104
Link S&OP Plans Back to Tactical Planning ·················································································································· 106
Integrate with Oracle Supply Chain Management Cloud and Other Sources ························································ 107
Collect Data From Oracle Supply Chain Management Cloud Applications ······················································· 107
Integrate with Your Existing Third-Party Systems ······································································································· 108
Supply Planning ··············································································································································································· 110
Plan Supply ····················································································································································································· 111
Create Supply Plans ······························································································································································· 111
Calculate and Plan Safety Stock ········································································································································ 112
Tailor the Scope of Plans to Your Business Needs ···································································································· 116
Plan for Configure-to-Order Products ······························································································································· 117
Plan for Multiple Fulfillment Strategies ····························································································································· 119
Monitor Supply Chain Performance ······································································································································· 121
Monitor Plan Performance at the Aggregate Level ····································································································· 121
Use Guided Navigation to Analyze Root Causes ········································································································ 122
Analyze Build Plan ··································································································································································· 124
Configure Embedded Analytics and Navigation to Suit Your Needs ···································································· 127
Tailor the User Interface to Your Enterprise Standards and Processes ····························································· 128
Analyze Plans Using Your Own Measures and Hierarchies ···················································································· 129
Analyze Plan in a Spreadsheet ··········································································································································· 130
Respond to Changing Conditions ··········································································································································· 132
Simulate Changes and Identify Opportunities ··············································································································· 132
Compare Plans ········································································································································································· 133
Manage by Exception ····························································································································································· 135
Prioritize Work Orders with Ready-to-Build Status ······································································································ 139
Collaborate with Suppliers ···················································································································································· 140
Collaborate with Stakeholders on Plans Using Oracle Social Network ······························································· 142
Collaborate with Other Planners Using Notes ··············································································································· 144
Integrate Planning and Execution ··········································································································································· 145
Collect Data from Oracle Cloud ·········································································································································· 145
Collect Data from External Data Sources ······················································································································· 147
Integrate with Oracle Sales and Operations Planning Cloud ·················································································· 150
Integrate with Oracle Demand Management Cloud ···································································································· 150
Integrate with Oracle Global Order Promising Cloud ································································································· 151
Release Recommendations to Execution ······················································································································· 152
Report Using Oracle Transactional Business Intelligence ························································································ 153
Planning Central ·············································································································································································· 155
Enhance Planning for Configure-to-Order Products ··································································································· 155
Plan for Multiple Fulfillment Strategies ····························································································································· 156
Collaborate with Stakeholders on Plans Using Oracle Social Network ······························································· 158
Integrate with Oracle Supply Chain Collaboration Cloud ·························································································· 159
Integrate with Oracle Sales and Operations Planning Cloud ·················································································· 161
Collect Data From External Data Sources ······················································································································ 162
APPENDIX A: FUNCTION SECURITY Roles AND PRIVILEGES ················································································ 169
4
DOCUMENT HISTORY
This document will continue to evolve as existing sections change and new information is added. All updates
appear in the following table:
Date Update Version Notes
20 OCT 2017 Update 17D New features delivered in update 17D.
01 SEP 2017 Update 17C New features delivered in update 17C.
21 APR 2017 Update 17B New features delivered in update 17B.
UPDATE 17D
REVISION HISTORY
Date Feature Notes
20 OCT 2017 Created initial document.
OVERVIEW
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 in this guide 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 you have created custom job roles, then you can use this information to add new privileges to those roles as
needed.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback
at oracle_fusion_applications_help_ww_grp@oracle.com.
5
OPTIONAL UPTAKE OF NEW FEATURES (OPT IN)
We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take
advantage of new functionality at a pace that suits you by “opting in” to the feature when you’re ready. You can
opt in to a feature in two ways: by using the New Features work area, or by using the Setup and Maintenance
work area.
To opt in using the New Features work area:
1. Click the Navigator, and then click New Features (under the My Enterprise heading).
2. On the New Features page, select the offering that includes new features you’d like to review.
3. Click Opt In for any feature that you want to opt in to.
4. On the Edit Features page, select the Enable option for the feature, and then click Done.
To opt in using the Setup and Maintenance work area:
1. Click the Navigator, and then click Setup and Maintenance.

2. On the Setup page, select your offering, and then click Change Feature Opt In.
3. On the Opt In page, click the Edit Features icon.
4. On the Edit Features page, select the Enable option for any feature you want to opt in to. If the Enable
column includes an Edit icon instead of a check box, then click the icon, select your feature options, and
click Save and Close.
5. Click Done.
UPDATE TASKS
This section gives you information to help you plan, deploy, and validate your update. We make frequent
additions to this document, so don’t forget to check back and get the latest information before your update
starts.
6
FEATURE SUMMARY
Action Required to Enable Feature
Enable via Not Enabled

None Opt In UI Plus via Opt In UI
(Automatically Enable via Additional but Setup Issue Service
Feature Available) Opt In UI Only Steps Required Request
Demand Management
Forecast Unique Demand Segments
Foresee Impact of Events
Maintain Audit Trail on Measure Updates
Aggregate Data for Non-Key Customers
Import Data at Aggregate Levels
Collect and Manage Planning Data More Efficiently
Schedule Planning Processes
Sales and Operations Planning
Monitor Planning Processes and Improve Planning Data Quality
Supply Planning
Plan for Rework and Transform Work Orders
Collaborate with Suppliers by Start Dates of Forecasted Orders
Publish Detailed Order Information to Suppliers
Analyze Configure-to-Order Model Forecast and Sales Orders Together
Publish Order Forecast to Oracle Supply Chain Collaboration Cloud in One Step
7
Simplify Setup of Planners
Planning Central
Plan for Rework and Transform Work Orders
Collaborate with Suppliers by Start Dates of Forecasted Orders
Publish Detailed Order Information to Suppliers
Analyze Configure-to-Order Model Forecast and Sales Orders Together
Publish Order Forecast to Oracle Supply Chain Collaboration Cloud in One Step
Simplify Setup of Planners
8
DEMAND MANAGEMENT
FORECAST UNIQUE DEMAND SEGMENTS

While a given forecast model may result in enhanced forecast accuracy for one product segment (group of
items), the same forecast model may actually result in reduced accuracy for another segment. This is because
the demand patterns are completely different.
You can now define a forecast model that is best suited for the historical patterns of an item or a particular
group of items. The set of items that you want to include for a particular statistical forecasting model can be
established using a query that is the best for the forecasting model profile that you have established. For
example, you can create a forecast profile that works well for items with intermittent demand patterns. You can
then associate the forecast profile you created with a named query (analysis set) in a plan that isolates items
with intermittent demand patterns.
With this feature, you can control how statistical forecasts are generated at a granular level. You can gain all the
benefits associated with enhanced forecast accuracy, which is one of the cornerstones of effective supply chain
management.
STEPS TO ENABLE
To forecast unique demand segments, do the following in the Demand Management work area:
1. Create a forecasting profile for every unique demand segment using the Manage Forecasting Profiles
task.
2. Create analysis sets to identify the combinations of items, organizations, and so on to use for each
segment.
3. On the Demand tab of a plan, select the relevant analysis set when adding forecasting profiles to the plan.
TIPS AND CONSIDERATIONS

Forecasting profiles setup
When using multiple forecasting profiles, the forecasting engine runs the profiles in the order they
appear. On the Demand tab of a plan, use the Move Up and Move Down buttons to reorder the
profiles, if necessary.
Analysis sets setup
Ensure that the members of the analysis set do not overlap. If there are overlaps, the most
recently run profile will overwrite the existing forecast for the overlapping members.
KEY RESOURCES
Oracle Supply Chain Management Cloud - Release Readiness, available on the Oracle Help Center
ROLE INFORMATION
Access to this feature is available through the following shipped job roles:
Demand Planner
Demand and Supply Planner
Sales and Operations Planner
9
FORESEE IMPACT OF EVENTS
Events that affect demand, such as a competitive pricing, and demand shaping activities, such as sales and
marketing tactics, are typically complex to analyze. For example, separating the effects of an event activity
from the baseline demand changes can be difficult. This feature provides additional preconfigured measures
and forecasting profiles to analyze the effects of a demand event activity. This feature also provides new
decomposition group definitions to help you visualize the baseline forecast and the effect of the event activity.
You can now explore and choose the best options to perform an analysis.
STEPS TO ENABLE
To foresee the impact of events, do the following in either the Demand Management or the Demand and
Supply Planning work area:
1. Populate values for either the Discounted Price or Discount Percentage measure to reflect temporary
reductions in price.
2. Populate a value for the Event Type measure to indicate the type of event activity. The valid values for
the Event Type measure are:
None
Feature Only
Display Only
Feature and Display
Temporary Price Reduction
3. Generate a demand forecast using either the Forecast Shipments Including Event Activity or
Forecast Bookings Including Event Activity forecasting profile.
4. Open the Shipments Forecast Causal Decomposition or Bookings Forecast Causal Decomposition
graph to view the resulting demand forecast. The portion of the total forecast attributed to the event
activity is shown as Event Decomposition Group.

Do not populate both the Discounted Price and Discount Percentage measures for the same item,
customer site, organization, demand class, and day combination.
Populate the Discounted Price measure if you want to provide the actual reduced price (that is,
$1.99 sale price).
Populate the Discount Percentage measure if you want to provide the percentage reduction in
price (that is, 20% discount).
Populate values both in history and in the future.
Populate the Discounted Price or Discount Percentage measure to reflect the actual temporary
price reductions in history and planned temporary price reductions in the future.
Populate the Event Type measure to indicate the actual event activity in history and planned
event activity in the future.
KEY RESOURCES
ROLE INFORMATION
10
Demand Planner
MAINTAIN AUDIT TRAIL ON MEASURE UPDATES

Monitoring key metrics, such as forecast accuracy is not enough; monitoring should also provide accountability.
You need to be able to trace changes made in a plan, including who made the changes, why they were made,
and when they were made. With this release, you can audit changes made to the data in a plan.
This feature enables you to monitor changes, allowing you to follow best practices to increase forecast
accuracy, reduce inventory, and make better planning decisions over time.
STEPS TO ENABLE
To view the audit trail for a measure, do the following in a Supply Chain Planning work area:
1. In a plan, click the Open button, and then select a pane.

2. In the Open Table, Graph, or Tile Set dialog box, search for Audit Trail of Measure Updates.
3. Select the Audit Trail of Measure Updates table and click OK.

Each row in the Audit Trail of Measure Updates table corresponds to a change that was made to a
measure value.
Click the Details icon for an audit entry to view information on the level members for which the change
was made.
KEY RESOURCES
ROLE INFORMATION
Demand Planner
Supply Planner
AGGREGATE DATA FOR NON-KEY CUSTOMERS

It is important that the data used for planning is accurate and organized for efficient business analysis.
Sometimes, only a small fraction of the customers of an enterprise is important for supply chain planning
processes. You can now mark the most important customers for planning by uploading your key customers in a
file using a predefined file template. The customers not identified in the uploaded key customer data file are
grouped into an All Others category. When analyzing forecasts and other data, the key customers and the All
Others group are displayed.
This feature helps you:
Organize important customers that are required for planning.
11
Save time by collecting only the required data from Oracle Supply Chain Management Cloud.
Aggregate data in the plan for analysis.
STEPS TO ENABLE
To enable this feature:
1. Determine which customers are key customers; the key customers will be visible in a plan.
2. Populate and load the ScpKeyCustomerOptionsImportTemplate.xlsm file with the key customers, and the
aggregation level of customer data that will be available for plan creation.
3. Select the Aggregate non-key customer data to an All Other level member check box in the Demand
tab of individual plans.

The Aggregate non-key customer data to an All Other level member check box is available to select
in the Demand tab of a plan only after you have identified and loaded the key customers.
The check box is grayed out if you have not identified key customers, or there are no aggregated non-
key customers.
For backwards compatibility, the check box is grayed out for plans you created without the aggregated
non-key customer sites.
For any of the demand plans used as demand schedules that have the Aggregate non-key customer
data to an All Other level member checkbox selected, the Ship-to Consumption Level plan option
will not have the Customer and Customer Site values. The forecast processing engine does not
support customer or customer site level consumption for the following plan types when you select the
Aggregate non-key customer data to an All Other level member checkbox:
Demand and Supply plans in the Demand and Supply Planning, and Planning Central work
areas
Supply plans in the Demand and Supply Planning, Planning Central, and Supply Planning work
areas
In all the Oracle Supply Planning Cloud's transactional tables (Supplies and Demands, Demand
Fulfillment, Exceptions, etc.) and setup dialog boxes (Sourcing, etc.), all customers and customer sites,
including the non-key customers, continue to be visible in both search criteria and results. However, in
pivot tables, the non-key customers are represented by a customer member named Other.
When you drill from a pivot table or a graph with the customer context, the navigation context will
continue to pass the customer context as per the current behavior. However, when you drill from the
non-key aggregate customer member named Others, all non-key customers, which are represented by
the customer member Others, are visible in the transactional table.
KEY RESOURCES
Oracle Supply Chain Management Cloud - Using Demand Management Guide, available on the Oracle
Help Center.
ROLE INFORMATION
Demand Planner
Supply Planner
12
IMPORT DATA AT AGGREGATE LEVELS
When you need to load external data into an Oracle Supply Chain Planning Cloud application, the data may be
at a more aggregate level than the level at which the data is stored in the application. For instance, data in the
application may be stored at the item, day, and organization level, while some external data such as a financial
forecast is available at the product category, month, and region level. In this case, you need to first
disaggregate the external data.
In this release, you can load data at more aggregate levels. The application automatically disaggregates the
external data to the more granular stored level. With this enhancement, you can easily import and analyze data
from a wider range of external data sources.
STEPS TO ENABLE
To load data at aggregate levels:
1. Download the File-Based Data Import template for Supply Chain Planning Measures or Supply Chain
Planning Forecast Measures.
2. For each dimension, populate the Level Name and Level Member Name columns in the template with
the hierarchy level at which the data is being provided. For example, if you want to load data at the
Category level instead of at the Item level for the Product dimension, populate the Product Level Name
column with category and the Product Level Member Name column with the name of the category.
Importing data at the aggregate levels is not supported for shared measures, such as Shipments History and
Bookings History. Shared measures must be loaded at the lowest levels.
KEY RESOURCES
Oracle Supply Chain Management Cloud - Release Readiness, available on the Oracle Help Center.
File-Based Data Import templates are available at File-Based Data Import for Oracle Supply Chain
Management Cloud.
ROLE INFORMATION
Demand Planner
Supply Planner
COLLECT AND MANAGE PLANNING DATA MORE EFFICIENTLY

Have a simplified user experience while collecting data from Oracle Fusion source systems, in addition to
improved data management with added flexibility and reliability.
You can use the following predefined collection templates based on your business requirements:
Complete Refresh
Static Data for Supply Planning
13
Static Data for Demand Planning
Static Data for Sales and Operations Planning
Dynamic Data for Supply Planning
Demand Planning and Sales and Operations Planning
Data for Advanced Execution Flows
Each predefined collection template represents a selection of business entities that matches the most
commonly performed collection tasks.
You can also purge the existing data you collected, with reduced risk of losing data integrity. The inbuilt
intelligence manages purging of the dependent data entities automatically, and retains the essential data
needed for maintaining seamless integration with your execution system.
You can leverage the Automatic Selection collection type to enable the collection process to determine whether
to collect only the incremental changes or the entire data for a business entity.
New collection filters for Customer Class and Country provide more flexibility by enabling you to collect only the
customer and geography-related information that you are interested in. The new collection filters help you
manage data, and improve collection efficiency.
STEPS TO ENABLE
In the Demand Management work area, do the following:
1. In the Tasks panel drawer, click the Collect Planning Data task.
2. From the Source System drop-down list, select the Oracle Fusion source system from which you want to
collect the planning data.
3. From the Collection Type drop-down list, select a collection type that suits your business requirements.
4. From the Collection Templates drop-down list, select a predefined collection template.
5. Click Submit.
Select the collection template that best matches your current business or product data requirements.
KEY RESOURCES
ROLE INFORMATION
Materials Planner
Supply Chain Administrator
Order Promising Manager
SCHEDULE PLANNING PROCESSES

In certain circumstances, such as when the plan calculations take a long time to complete, scheduling the plan
run to occur during off-peak hours can enable planners to use their time more efficiently. This feature enables
you to schedule the technical process involved in running a plan. For example, you can plan to run a
scheduled process overnight, allowing your planners to focus on solving planning problems.
14
STEPS TO ENABLE
1. In the Run Plan dialog box, after specifying the parameters, go to the Schedule tab, and click the Using
a schedule option.
2. From the Frequency drop-down list, select a frequency and configure the schedule.
3. Click OK.
The process will then be scheduled to run according to the specified schedule as a background job.

After scheduling a process, you can view the process status using the Process ID.
You can edit the schedule and change the frequency for the planning processes. In the Scheduled
Processes work area, search for and select the process, and click the Edit Schedule button in the
process details section.
KEY RESOURCES
The Oracle Supply Chain Management Cloud - Using Demand Management Guide available on the
Oracle Help Center.
ROLE INFORMATION
Material Planner
Supply Planner
Demand Planner
SALES AND OPERATIONS PLANNING


15
STEPS TO ENABLE
tab of individual plans

key customers.
areas
areas
KEY RESOURCES
Help Center.
ROLE INFORMATION
Demand Planner
Supply Planner
16
STEPS TO ENABLE
KEY RESOURCES
Management Cloud.
ROLE INFORMATION
Demand Planner
Supply Planner

Complete Refresh
17
STEPS TO ENABLE
In the Sales and Operations Planning work area, do the following:
5. Click Submit.
KEY RESOURCES
ROLE INFORMATION
Materials Planner

18
STEPS TO ENABLE
a schedule option.
3. Click OK.

KEY RESOURCES
The Oracle Supply Chain Management Cloud - Using Sales and Operations Planning Guide available
on the Oracle Help Center.
ROLE INFORMATION
Material Planner
Supply Planner
Demand Planner
MONITOR PLANNING PROCESSES AND IMPROVE PLANNING DATA QUALITY

When you launch a plan, the planning process generates numerous technical processes on the Oracle Supply
Chain Planning Cloud server. If an error occurs or the plan results are abnormal, it becomes very difficult to
analyze all the log files to trace the source of the error. Analyzing all the log files can lead to loss of time and
productivity, especially when you can fix the root cause by making minor modifications to the data.
The new Review Planning Messages page allows you to review important information generated by the
planning process in the course of running the plan. For example, you may have a situation in which there is no
effective sourcing rule to satisfy demand. In such a situation, a message on this page will enable you to learn
about the issue immediately. This Review Planning Messages page significantly reduces the time required to fix
errors. It provides key information to act upon without the need to contact the Oracle technical support team.
STEPS TO ENABLE
You can navigate to the Review Planning Messages page in the following ways:
From a plan
From the Manage Plans page
19
To navigate to the Review Planning Messages page from a plan, do the following:
1. In the Navigator, click the Sales and Operations Planning work area link.
2. Open a plan, click the Open button, and then select Full Pane.
3. In the Open Table, Graph, or Tile Set dialog box, search for and select the table named Review Plan
Messages.
4. Click OK.
To navigate to the Review Planning Messages page from the Manage Plans page, do the following:
1. In the Navigator, click the Sales and Operations Planning work area link.
2. In the Tasks panel drawer, click the Manage Plans link.
3. Select a plan and do the following:
In the Search Results region, from the Actions menu, select Review Plan Messages.
Planners should review the messages periodically to ensure that data is not missing in the plan. For example,
a plan may be recommending make planned orders, but there is no valid work definition collected from Oracle
Manufacturing Cloud.
KEY RESOURCES
ROLE INFORMATION
Materials Planner

STEPS TO ENABLE

20
measure value.
was made.
KEY RESOURCES
ROLE INFORMATION
Demand Planner
Supply Planner
SUPPLY PLANNING
PLAN FOR REWORK AND TRANSFORM WORK ORDERS

Rework and transformation of on-hand inventory to fix quality issues or for other reasons is a common activity
in the manufacturing facilities. For example, a manufacturing supervisor on seeing excess inventory of one
product may decide to transform this inventory to another similar product for which there is demand. The
product that has demand may not have enough supply, so the manufacturing supervisor may issue the
components required for this transformation and mark the quantity of components that will be returned back to
the inventory. In these situations, the facility issues a rework or transform work order.
With this release, Oracle Planning Central Cloud and Oracle Supply Planning Cloud can recognize rework and
transform work orders as sources of supply (firm work orders of nonstandard type) to fulfill demand. Additionally,
Planning Central and Supply Planning can plan for the dependent demand of the components required for a
rework or transform work order and the component supply that will be returned back to the inventory as part of
the transform or rework process.
Considering rework and transform work orders during the planning process ensures that all possible sources of
supply and demand are included in the plan.
21
STEPS TO ENABLE
1. Create rework and transform work orders in Oracle Manufacturing Cloud.
2. Collect planning data.
3. Use the Plan Inputs work area to verify that the rework and transform work orders are collected as
nonstandard work orders.
4. Define and run a supply plan.
5. Verify that the rework and transform work orders are seen as sources of supply.
6. Verify that the component requirements attached to the rework and transform work orders appear as
demands in the plan.
7. Verify that the products created during the rework or transform process are seen as nonstandard work
orders by product supplies in the plan.

Rework and transform work orders are considered as nonstandard work orders during the planning
process; they are always treated as firm. However, they do not participate in the creation of natural time
fences.
Rework and transform work definitions are not collected into the planning data repository. Supply
Planning will not plan for new rework and transform activities.
KEY RESOURCES
ROLE INFORMATION
Materials Planner
COLLABORATE WITH SUPPLIERS BY START DATES OF FORECASTED ORDERS

In some industries, such as semiconductor manufacturing, components procured from suppliers have a long
lead time, usually measured in months. Additionally, inefficiencies that are typically seen in such manufacturing
processes lead to a portion of the production quantity getting scrapped (also known as shrinkage). This
shrinkage results in the quantities yielded at the end of the process being less than the start
quantities. Planning systems need to recognize the long lead times and shrinkage so that the supplier can plan
the required quantities in time to meet the downstream demand for a component. This feature allows you to:
Calculate the start date for the anticipated orders based on the lead time to manufacture at the supplier
site.
Estimate start quantities based on the shrinkage rate of an item.
Communicate the requirements to the supplier (using Oracle Supply Chain Collaboration Cloud), receive
the commits, and recognize where there are shortages relative to the requested quantity.
Collaborating with suppliers on this information allows you to plan your downstream supply chain activities
efficiently. In addition to providing accurate requirements to the supplier, this feature enables you to shape
demand when there are supply shortages.
22
STEPS TO ENABLE
1. Create organizations to represent suppliers with whom you want collaborate.
2. In the Maintain Supply Network Model page, associate a supplier and supplier site to the organization
that you created.
3. Define items, shrinkage rates, item structures, and sourcing rules in the supplier organizations.
5. Include the supplier organizations in the plan and run the plan.
6. Publish order forecasts to the supplier with the basis as start date.
7. Receive supply commits from the suppliers.

Supplier commits received for order forecasts on start dates are for the start quantities of the jobs.
Supply commits are treated as supplier capacity and are consumed on the dock date only by orders of
purchased items. Supply orders for Make items will not consume supplier capacity.
Configure the material plan to view time-phased start quantities on the start dates by including Supply
Start Quantity as a measure.
When releasing planned orders for execution, the start quantity is released.
Use item organizations instead of inventory organizations to represent suppliers if there is no business
need to track and manage transactional details, such as on hand balances and work in process for that
supplier. Item organizations are easier to setup and maintain than inventory organizations.
KEY RESOURCES
ROLE INFORMATION
Materials Planner
PUBLISH DETAILED ORDER INFORMATION TO SUPPLIERS

Providing visibility into the expected demand of critical components to the supplier goes a long way towards
enabling a responsive supply chain. In some situations, the supplier benefits from a granular breakdown of the
demand, including what is on order in various statuses and the net additional demand.
This feature allows you to publish the forecast and open orders in various statuses (purchase requisition,
purchase order, shipment in transit, and shipment in receiving) to Oracle Supply Chain Collaboration Cloud so
that the supplier has full visibility into the forecast and firm orders. This enhanced visibility allows the supplier to
make decisions related to supply commits by considering all the available information. This feature enables both
you and your critical suppliers to make the right decisions to enable high customer service levels.
23
STEPS TO ENABLE
1. In the Setup and Maintenance work area, on the Scheduled Processes Overview page, click the
Schedule New Process button.
2. In the Schedule New Process dialog box, search for and select the scheduled process named Publish
Order Details.
3. Click OK.
4. In the Process Details dialog box, select the Publish order details check box to publish the following
supply orders along with the order forecast:
Purchase order
Purchase requisition
Shipment in receiving
In-transit shipment
5. Click Submit.
Process Details Dialog Box for the Publish Order Forecast Scheduled Process
24
Orders are aggregated by date, item, organization, supplier, and supplier site.
All your suppliers may not be interested in receiving information about all types of open orders. It is
recommended to first discuss with your suppliers on the types of open orders they are interested in
receiving information about, and then publish the order details accordingly.
KEY RESOURCES
ROLE INFORMATION
Materials Planner
ANALYZE CONFIGURE-TO-ORDER MODEL FORECAST AND SALES ORDERS TOGETHER

In the configure-to-order process, a configured item is transacted in the execution systems using a unique item
identifier, which is different from the model item identifier. To make effective planning decisions, you may need
to view the orders (both supply and demand) represented by multiple unique item identifiers and the model
forecast together. This is now possible using the Material Plan page. You can bring in supply and demand data
for a model, regardless of the unique item identifiers used for transacting a specific order.
This enhancement allows planners to analyze and make effective supply and demand decisions in a configure-
to-order environment.
STEPS TO ENABLE
To analyze model forecast and sales orders together:
1. In a Supply Chain Planning work area, open a plan, and click the Open button.
2. In the Open Table, Graph, or Tile Set dialog box, search for Material Plan.
3. Select the Material Plan table and click OK.
4. On the Material Plan page, click the Selector Tool - View Table Configuration icon in the material plan
toolbar.
5. In the Measures tab, move the Configured Item Sales Orders measure from the Available Measures
pane to the Selected Measures pane.
6. Click Apply and Close.
KEY RESOURCES
ROLE INFORMATION
Access to this feature is available through the following shipped job role:
Supply Planner
25
PUBLISH ORDER FORECAST TO ORACLE SUPPLY CHAIN COLLABORATION CLOUD IN ONE
STEP
Prior to this update, publishing order forecasts was a two-step process, which was initiated using a separate
scheduled process. With this update, you can publish the order forecasts from Planning Central or Supply
Planning to Supply Chain Collaboration in one step. Order forecast can be published from:
A plan
The Supplies and Demands page
The Items page
You can also run the Publish Order Forecast scheduled process from the Scheduled Processes work area as
you would in a prior release.
Additionally, you no longer need to save a plan to publish the component order forecast to Supply Chain
Collaboration. This feature increases your productivity by streamlining the integration with Supply Chain
Collaboration.
STEPS TO ENABLE
After reviewing the supplies, demands, and material plan for an Item Organization on the Supplies and
Demands page, from the Actions menu, select Publish Order Forecast
Publish Order Forecast From the Supplies and Demands Page
After reviewing the supplies, demands, and material plan for a set of items, on the Items page, from the Actions
menu, select Publish Order Forecast.
26
Publish Order Forecast From the Items Page
To publish all orders within a plan, from the Actions menu, select Publish Order Forecast.
Publish Order Forecast From a Plan
You can also run the Publish Order Forecast scheduled processes from the Scheduled Processes work area.
To run the Supply Planning Collaboration Decomposition scheduled process along with the Publish Order
Forecast scheduled process, select the Run the Supply Planning Collaboration Decomposition job check
box in the Process Details dialog box for the Publish Order Forecast scheduled process.
27
Run the Publish Order Forecast and Supply Planning Collaboration Decomposition Scheduled Processes Together

It is recommended to inform the Supply Chain Collaboration planner before publishing the order forecast.
Use the Publish Order Forecast option on the Supplies and Demands page and Items page when you
want to publish the order forecast for only one organization or item at a time.
To include parameters, such as Publish Order details and Include purchase orders in the order
forecast while publishing the order forecast, launch the Publish Order Forecast scheduled process from
the Scheduled Processes work area.
KEY RESOURCES
ROLE INFORMATION
Materials Planner
28
STEPS TO ENABLE


measure value.
was made.
KEY RESOURCES
ROLE INFORMATION
Demand Planner
Supply Planner


29
STEPS TO ENABLE

key customers.
areas
areas
KEY RESOURCES
Help Center.
ROLE INFORMATION
Demand Planner
Supply Planner
30
STEPS TO ENABLE
KEY RESOURCES
Management Cloud.
ROLE INFORMATION
Demand Planner
Supply Planner

Complete Refresh
31
STEPS TO ENABLE
In the Supply Planning work area, do the following:
5. Click Submit.
KEY RESOURCES
ROLE INFORMATION
Materials Planner

In certain circumstances, such as when plan calculations take a long time to complete, scheduling the plan run
to occur during off-peak hours can enable planners to use their time more efficiently. This feature enables you
to schedule the technical process involved in running a plan. For example, you can plan to run a scheduled
process overnight, allowing your planners to focus on solving planning problems.
32
STEPS TO ENABLE
a schedule option.
3. Click OK.

KEY RESOURCES
The Oracle Supply Chain Management Cloud - Using Supply Planning Guide available on the Oracle
Help Center.
ROLE INFORMATION
Material Planner
Supply Planner
Demand Planner

analyze all the log files to trace the source of the error. Analyzing all the log files can lead to lost time and
planning process in the course of running a plan. For example, you may have a situation in which there is no
effective sourcing rule to satisfy demand. In such a situation, a message on the Review Planning Messages
page will enable you to learn about the issue immediately. This Review Planning Messages page significantly
reduces the time required to fix errors. It provides key information to act upon, without contacting the Oracle
technical support team.
STEPS TO ENABLE
From a plan
33
1. In the Navigator, click the Supply Planning work area link.

Messages.
4. Click OK.
1. In the Navigator, click the Supply Planning work area link.

a plan may be recommending Make planned orders, but there is no valid work definition collected from Oracle
KEY RESOURCES
ROLE INFORMATION
Materials Planner
SIMPLIFY SETUP OF PLANNERS

Reduce the burden of maintaining the data required for planning processes to ensure an effective plan. This
feature simplifies the management of material planners, which is a core setup task in Oracle Supply Planning
Cloud, and is required for the proper analysis and execution of a plan. With this release, you can create a
planner code just once, without having to establish detailed valid planner and organization combinations. You
can now either manually define planners in the application using the Manage Planners task, or you can upload
predefined file templates to define planners. This reduces the time you need to spend in managing material
planners and increases your productivity.
STEPS TO ENABLE
In the Supply Planning work area, select the Manage Planners task. Add the planners you will need for the
Supply Chain Planning Cloud applications. You will only need to add a planner once and then each planner is
enabled for all organizations and for all source systems.
With the global planners feature, you only need to create a planner once to use the planner in any item-
organization association in Oracle Product Model Cloud.
This feature is also applicable to Oracle Planning Central Cloud.
34
KEY RESOURCES
ROLE INFORMATION
Materials Planner
PLANNING CENTRAL
PLAN FOR REWORK AND TRANSFORM WORK ORDERS

Rework and transformation of on-hand inventory to fix quality issues or for other reasons is a common activity
in the manufacturing facilities. For example, a manufacturing supervisor on seeing excess inventory of one
product may decide to transform this inventory to another similar product for which there is demand. The
product that has demand may not have enough supply, so the manufacturing supervisor may issue the
components required for this transformation and mark the quantity of components that will be returned back to
the inventory. In these situations, the facility issues a rework or transform work order.
With this release, Oracle Planning Central Cloud and Oracle Supply Planning Cloud can recognize rework and
transform work orders as sources of supply (firm work orders of nonstandard type) to fulfill demand. Additionally,
Planning Central and Supply Planning can plan for the dependent demand of the components required for a
rework or transform work order and the component supply that will be returned back to the inventory as part of
the transform or rework process.
Considering rework and transform work orders during the planning process ensures that all possible sources of
supply and demand are included in the plan.
STEPS TO ENABLE
1. Create rework and transform work orders in Oracle Manufacturing Cloud.
3. Use the Plan Inputs work area to verify that the rework and transform work orders are collected as
nonstandard work orders.
5. Verify that the rework and transform work orders are seen as sources of supply.
6. Verify that the component requirements attached to the rework and transform work orders appear as
demands in the plan.
7. Verify that the products created during the rework or transform process are seen as nonstandard work
orders by product supplies in the plan.

Rework and transform work orders are considered as nonstandard work orders during the planning
process; they are always treated as firm. However, they do not participate in the creation of natural time
fences.
Rework and transform work definitions are not collected into the planning data repository. Supply
Planning will not plan for new rework and transform activities.
35
KEY RESOURCES
ROLE INFORMATION
Materials Planner
COLLABORATE WITH SUPPLIERS BY START DATES OF FORECASTED ORDERS

In some industries, such as semiconductor manufacturing, components procured from suppliers have a long
lead time, usually measured in months. Additionally, inefficiencies that are typically seen in such manufacturing
processes lead to a portion of the production quantity getting scrapped (also known as shrinkage). This
shrinkage results in the quantities yielded at the end of the process being less than the start
quantities. Planning systems need to recognize the long lead times and shrinkage so that the supplier can plan
the required quantities in time to meet the downstream demand for a component. This feature allows you to:
Calculate the start date for the anticipated orders based on the lead time to manufacture at the supplier
site.
Estimate start quantities based on the shrinkage rate of an item.
Communicate the requirements to the supplier (using Oracle Supply Chain Collaboration Cloud), receive
the commits, and recognize where there are shortages relative to the requested quantity.
Collaborating with suppliers on this information allows you to plan your downstream supply chain activities
efficiently. In addition to providing accurate requirements to the supplier, this feature enables you to shape
demand when there are supply shortages.
STEPS TO ENABLE
1. Create organizations to represent suppliers with whom you want collaborate.
that you created.
3. Define items, shrinkage rates, item structures, and sourcing rules in the supplier organizations.
6. Publish order forecasts to the supplier with the basis as start date.
7. Receive supply commits from the suppliers.

Supplier commits received for order forecasts on start dates are for the start quantities of the jobs.
Supply commits are treated as supplier capacity and are consumed on the dock date only by orders of
purchased items. Supply orders for Make items will not consume supplier capacity.
Configure the material plan to view time-phased start quantities on the start dates by including Supply
Start Quantity as a measure.
When releasing planned orders for execution, the start quantity is released.
supplier. Item organizations are easier to setup and maintain than inventory organizations.
36
KEY RESOURCES
ROLE INFORMATION
Materials Planner
PUBLISH DETAILED ORDER INFORMATION TO SUPPLIERS

Providing visibility into the expected demand of critical components to the supplier goes a long way towards
enabling a responsive supply chain. In some situations, the supplier benefits from a granular breakdown of the
demand, including what is on order in various statuses and the net additional demand.
This feature allows you to publish the forecast and open orders in various statuses (purchase requisition,
purchase order, shipment in transit, and shipment in receiving) to Oracle Supply Chain Collaboration Cloud so
that the supplier has full visibility into the forecast and firm orders. This enhanced visibility allows the supplier to
make decisions related to supply commits by considering all the available information. This feature enables both
you and your critical suppliers to make the right decisions to enable high customer service levels.
STEPS TO ENABLE
1. In the Setup and Maintenance work area, on the Scheduled Processes Overview page, click the
Schedule New Process button.
2. In the Schedule New Process dialog box, search for and select the scheduled process named Publish
Order Details.
3. Click OK.
4. In the Process Details dialog box, select the Publish order details check box to publish the following
supply orders along with the order forecast:
Purchase order
Shipment in receiving
In-transit shipment
5. Click Submit.
37
Publish Order Forecast

Orders are aggregated by date, item, organization, supplier, and supplier site.
All your suppliers may not be interested in receiving information about all types of open orders. It is
recommended to first discuss with your suppliers on the types of open orders they are interested in
receiving information about, and then publish the order details accordingly.
KEY RESOURCES
ROLE INFORMATION
Materials Planner
38
ANALYZE CONFIGURE-TO-ORDER MODEL FORECAST AND SALES ORDERS TOGETHER
In the configure-to-order process, a configured item is transacted in the execution systems using a unique item
identifier, which is different from the model item identifier. To make effective planning decisions, you may need
to view the orders (both supply and demand) represented by multiple unique item identifiers and the model
forecast together. This is now possible using the Material Plan page. You can bring in supply and demand data
for a model, regardless of the unique item identifiers used for transacting a specific order.
This enhancement allows planners to analyze and make effective supply and demand decisions in a configure-
to-order environment.
STEPS TO ENABLE
To analyze model forecast and sales orders together:
1. In a Supply Chain Planning work area, open a plan, and click the Open button.
2. In the Open Table, Graph, or Tile Set dialog box, search for Material Plan.
3. Select the Material Plan table and click OK.
4. On the Material Plan page, click the Selector Tool - View Table Configuration icon in the material plan
toolbar.
5. In the Measures tab, move the Configured Item Sales Orders measure from the Available Measures
pane to the Selected Measures pane.
6. Click Apply and Close.
KEY RESOURCES
ROLE INFORMATION
Supply Planner
PUBLISH ORDER FORECAST TO ORACLE SUPPLY CHAIN COLLABORATION CLOUD IN ONE

STEP
Prior to this update, publishing order forecasts was a two-step process, which was initiated using a separate
scheduled process. With this update, you can publish the order forecasts from Oracle Planning Central Cloud
or Oracle Supply Planning Cloud to Oracle Supply Chain Collaboration Cloud in one step. Order forecast can
be published from:
A plan
The Supplies and Demands page
The Items page
You can also run the Publish Order Forecast scheduled process from the Scheduled Processes work area as
you would in a prior release.
Additionally, you no longer need to save a plan to publish the component order forecast to Supply Chain
Collaboration. This feature increases your productivity by streamlining the integration with Supply Chain
Collaboration.
39
STEPS TO ENABLE
After reviewing the supplies, demands, and material plan for an Item Organization on the Supplies and
Demands page, from the Actions menu, select Publish Order Forecast
Publish Order Forecast From the Supplies and Demands Page
After reviewing the supplies, demands, and material plan for a set of items, on the Items page, from the Actions
menu, select Publish Order Forecast.
Publish Order Forecast From the Items Page
To publish all orders within a plan, from the Actions menu, select Publish Order Forecast.
40
Publish Order Forecast From a Plan
You can also run the Publish Order Forecast scheduled processes from the Scheduled Processes work area.
To run the Supply Planning Collaboration Decomposition scheduled process along with the Publish Order
Forecast scheduled process, select the Run the Supply Planning Collaboration Decomposition job check
box in the Process Details dialog box for the Publish Order Forecast scheduled process.
Run the Publish Order Forecast and Supply Planning Collaboration Decomposition Scheduled Processes Together
41
It is recommended to inform the Supply Chain Collaboration planner before publishing the order forecast.
Use the Publish Order Forecast option on the Supplies and Demands page and Items page when you
want to publish the order forecast for only one organization or item at a time.
To include parameters, such as Publish Order details and Include purchase orders in the order
forecast while publishing the order forecast, launch the Publish Order Forecast scheduled process from
the Scheduled Processes work area.
KEY RESOURCES
ROLE INFORMATION
Materials Planner

STEPS TO ENABLE


measure value.
was made.
KEY RESOURCES
ROLE INFORMATION
42
Demand Planner
Supply Planner


STEPS TO ENABLE
43
key customers.
areas
areas
KEY RESOURCES
Help Center.
ROLE INFORMATION
Demand Planner
Supply Planner

44
STEPS TO ENABLE
KEY RESOURCES
Management Cloud.
ROLE INFORMATION
Demand Planner
Supply Planner

Complete Refresh
45
STEPS TO ENABLE
In the Planning Central work area, do the following:
5. Click Submit.
KEY RESOURCES
ROLE INFORMATION
Materials Planner

STEPS TO ENABLE
a schedule option.
3. Click OK.
46
KEY RESOURCES
The Oracle Supply Chain Management Cloud - Using Planning Central Guide available on the Oracle
Help Center.
ROLE INFORMATION
Material Planner
Supply Planner
Demand Planner

analyze all the log files to trace the source of the error. Analyzing all the log files can lead to loss of time and
planning process in the course of running a plan. For example, you may have a situation in which there is no
effective sourcing rule to satisfy demand. In such a situation, a message on the Review Planning Messages
page will enable you to learn about the issue immediately. This Review Planning Messages page significantly
reduces the time required to fix errors. It provides key information to act upon, without contacting the Oracle
technical support team.
STEPS TO ENABLE
From a plan
1. In the Navigator, click the Planning Central work area link.

Messages.
4. Click OK.
1.
47
1. In the Navigator, click the Planning Central work area link.
a plan may be recommending make planned orders, but there is no valid work definition collected from Oracle
KEY RESOURCES
ROLE INFORMATION
Materials Planner
SIMPLIFY SETUP OF PLANNERS

Reduce the burden of maintaining the data required for planning processes to ensure an effective plan. This
feature simplifies the management of material planners, which is a core setup task in Oracle Planning Central
Cloud, and is required for the proper analysis and execution of a plan. With this release, you can create a
planner code just once, without having to establish detailed valid planner and organization combinations. You
can now either manually define planners in the application using the Manage Planners task, or you can upload
predefined file templates to define planners. This reduces the time you need to spend in managing material
planners and increases your productivity.
STEPS TO ENABLE
In the Planning Central work area, select the Manage Planners task. Add the planners you will need for the
Supply Chain Planning Cloud applications. You will only need to add a planner once and then each planner is
enabled for all organizations and for all source systems.
With the global planners feature, you only need to create a planner once to use the planner in any item-
organization association in Oracle Product Model Cloud.
This feature is also applicable to Oracle Supply Planning Cloud.
KEY RESOURCES
ROLE INFORMATION
48
Materials Planner
UPDATE 17C
REVISION HISTORY
Date Feature Notes
01 SEP 2017 Created initial document.
OVERVIEW
SECURITY & NEW FEATURES
If your system has modified security structures, you may need to advise your security administrator of new
features you would like to take advantage of.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at
oracle_fusion_applications_help_ww_grp@oracle.com.

We continue to add many new features to Oracle Cloud Applications and we now give you the option to take
advantage of new functionality at a pace that suits you. The ‘New Features UI’ is available to you from your
cloud homepage, where you can make your choices and do any configuration necessary.
UPDATE TASKS
starts.
49
RELEASE FEATURE SUMMARY
End Oracle
User Administrator Service
Automatically Action Action Request
Feature Available Required Required Required
Demand Management
Calculate Channel-Specific Planning Percentages
Use Oracle Sales and Operations Planning Cloud
Measures in Oracle Demand Management Cloud
Compare Plan Versus Actuals In Real Time
Manage Data Using Sales Organization Dimension
Use Oracle Sales and Operations Planning Cloud
Measures in Oracle Demand Management Cloud
Compare Plan Versus Actuals In Real Time
Supply Planning
Plan for Configured Product Fulfillment Using Drop
Ship
Planning Central
Plan for Configured Product Fulfillment Using Drop
Ship
DEMAND MANAGEMENT
CALCULATE CHANNEL-SPECIFIC PLANNING PERCENTAGES

Configure to Order manufacturing has grown in complexity leading to many planning challenges.
Manufacturers frequently encounter situations where the planning percentages for the options vary based on
demand class (a construct typically used to model different customer channels). This new feature set allows
you to:
Calculate planning percentages based on history derived on the demand class in addition to item and
organization. You can optionally choose to manually override these calculated planning percentages.
Use planning percentages to explode the model forecasts down to the dependent demand forecasts.
Additional enhancements in Oracle Supply Planning Cloud allow you to use both the model and exploded option
forecast to plan effectively.
50
These improvements enhance customer satisfaction by allowing you to offer extensively customizable products,
while still being able to fulfill orders at the intended service levels with minimal impact to inventory holding costs.
STEPS TO ENABLE
You setup the calculation of channel-specific planning percentages when creating or editing a plan. Channel is
referred to as the Demand Class dimension in Oracle Demand Management Cloud.
To enable calculation of planning percentage by item, organization, and demand class:
1. In the Demand Management work area, click the Manage Plans task.
2. Do one of the following:
If you are creating a plan, in the Create Plan dialog box, click the Demand tab, and then click the
Select Advanced Options button.
If you are editing a plan, in the Edit Plan Options dialog box, click the Demand tab, and then click
the Select Advanced Options button.
3. In the Demand: Advanced Options dialog box, select Item, Organization and Demand Class from the
Planning Percentage Calculation Level drop-down list.
4. Click Done.
Channel is referred to as the Demand Class dimension in Demand Management.
KEY RESOURCES
The Oracle Supply Chain Management Cloud - Using Demand Management guide, available on the
Oracle Help Center.
ROLE INFORMATION
Demand Planner
USE ORACLE SALES AND OPERATIONS PLANNING CLOUD MEASURES IN ORACLE DEMAND
MANAGEMENT CLOUD
To execute on your sales and operations plan you will want visibility into the sales and operations plan in your
tactical demand management process. For example, you would want to see your sales and operations
planning (S&OP) consensus forecast when manually adjusting the demand forecast in Oracle Demand
Management Cloud, based on new information available between S&OP cycles.
With this release, you can view S&OP plan measures while using Demand Management by exporting measures
from Oracle Sales and Operations Planning Cloud to Demand Management. This visibility allows demand
planners to make tactical adjustments to plans while respecting decisions made during the S&OP process.
STEPS TO ENABLE
1. In the Sales and Operations Planning work area, click the Load Measures from Other Plans task.
2.
51
2. On the Load Measures from Other Plans page, select a From Plan and To Plan.
3. In the Available Measures pane, select the measures you want to load from Sales and Operations
Planning to Demand Management, and move them to the Selected Measures pane.
4. Click Save and Close. A scheduled process copies the measure data from the source sales and
operations plan to the target demand plan.
After the scheduled process has completed, you can verify that the planning measure data has been
loaded into Demand Management by opening a table or graph that is configured with the loaded
measures.

When you select a sales and operations plan from the Plan drop-down list in the From Plan section, you
see:
Plans that have been run without errors.
Public and private plans for which you are a member.
When you select a demand plan from the Plan drop-down list in the To Plan section, you see plans that
have been run without errors.
The Plan drop-down lists in the From Plan and To Plan sections show the first ten plan names sorted
alpha-numerically. Click Search… in the Plan drop-down list to search for plans in the Search and
Select: Plan dialog box.
When you select plans in the From Plan and To Plan sections, the Available Measures pane lists only
those measures that are common to the source sales and operations plan and target demand plan. The
measures in the Available Measures pane are common to the source and target plans.
To avoid looking through all the predefined measure groups in the Available Measures pane, create a
custom measure group with all the measures that you will be using for the integration.
KEY RESOURCES
Oracle Supply Chain Management Cloud – Release Readiness, available from the Oracle Help Center.
ROLE INFORMATION
Demand Planner
Supply Chain Planning Administrator
Integrated Demand and Supply Planner
COMPARE PLAN VERSUS ACTUALS IN REAL TIME

Sharing key information from planning applications, combined with real-time execution data, such as orders,
with a wider audience is critical to escalate and solve business issues. With this release, you can create and
run your own reports using Oracle Transactional Business Intelligence with additional measures that reflect the
current consensus forecast. Additionally, this data can be combined with the sales data from Oracle Order
Management Cloud. This allows planners and executives to monitor the plan against the actual realized orders
without data latency. Planners and executives can also make expedient decisions that do not have to wait for
the next run of the planning processes to refresh the data.
1.
52
STEPS TO ENABLE
1. To use a specific demand plan for reporting, select the Enable for OTBI Reporting check box and run
the plan.
2. On the Configure Planning Analytics page, set up the dimension catalog named Reporting Catalog to
include the required product and time hierarchies.
3. In the Reports and Analytics work area, use the Supply Chain Planning Real Time subject area to create
the required reports and save them into the Reports Components folder. Only those reports that you
save in the Reports Components folder are available in the Demand Management work area.

Plan data is visible for reporting only when you run the plans in batch mode, not interactive mode.
When creating reports across the Supply Chain Planning Real Time subject area and other subject
areas, you must use the following conforming hierarchies in the Product and Time dimensions:
Product dimension: Inventory Item hierarchy
Time dimension: Date hierarchy
The other hierarchies, such as Planning Item 1, 2, 3, 4, and 5 or Planning Date 1, 2, 3, 4, and 5 do not
conform with other subject areas. Hence, it is not recommended to use them for cross-subject area
reports.
KEY RESOURCES
ROLE INFORMATION
Demand Planner
MANAGE DATA USING SALES ORGANIZATION DIMENSION

A forecast from the sales team is a key input to the demand management and sales and operations planning
(S&OP) processes. The ability to import, view, or edit the sales forecast and related data at a granular level,
such as a regional manager’s level or even an individual sales representative’s territory level is usually
required as part of the demand management and S&OP processes.
In this release, a new sales organization dimension is available for representing the sales territory hierarchy of a
company. You can manage sales forecasts down to the individual territory level and view forecasts with other
data, such as sales orders and forecast accuracy. You can set up the data for this hierarchy in Oracle Sales
Cloud as part of the Internal Organization hierarchy definition or collect the data using flat file interfaces.
With this feature, planners can pinpoint problems, discuss forecasts with sales colleagues, and fine-tune
forecasts as needed.
STEPS TO ENABLE
1. In the Sales and Operations Planning work area, click the Configure Planning Analytics task.
2.
53
2. In the Dimension Catalogs tab, select the dimension catalog name to which you want to add the Sales
Organization hierarchy.
3. In the Available Hierarchies pane, expand the Sales Organization hierarchy, and move the Sales
Organization hierarchies from the Available Hierarchies pane to the Selected Hierarchies pane.
4. Click Save and Close.

Do not add the Sales Organization hierarchy to an existing dimension catalog if it has been assigned to
plans. This will have an adverse impact on plans that are already using the existing dimension catalog.
To upload data for the Sales Organization hierarchy, ensure that you select the Enable sales
organization hierarchy collection check box on the Demand Planning Data tab in the Collect Planning
Data dialog box.
KEY RESOURCES
ROLE INFORMATION

USE ORACLE SALES AND OPERATIONS PLANNING CLOUD MEASURES IN ORACLE DEMAND
MANAGEMENT CLOUD
To execute on your sales and operations plan you will want visibility into the sales and operations plan in your
tactical demand management process. For example, you would want to see your sales and operations
planning (S&OP) consensus forecast when manually adjusting the demand forecast in Oracle Demand
Management Cloud, based on new information available between S&OP cycles.
With this release, you can view S&OP plan measures while using Demand Management by exporting measures
from Oracle Sales and Operations Planning Cloud to Demand Management. This visibility allows demand
planners to make tactical adjustments to plans while respecting decisions made during the S&OP process.
STEPS TO ENABLE
1. In the Sales and Operations Planning work area, click the Load Measures from Other Plans task.
2. On the Load Measures from Other Plans page, select a From Plan and To Plan.
3. In the Available Measures pane, select the measures you want to load from Sales and Operations
Planning to Demand Management, and move them to the Selected Measures pane.
4. Click Save and Close. A scheduled process copies the measure data from the source sales and
operations plan to the target demand plan.
After the scheduled process has completed, you can verify that the planning measure data has been
loaded into Demand Management by opening a table or graph that is configured with the loaded
measures.
54
When you select a sales and operations plan from the Plan drop-down list in the From Plan section, you
see:
Plans that have been run without errors.
Public and private plans for which you are a member.
When you select a demand plan from the Plan drop-down list in the To Plan section, you see plans that
have been run without errors.
The Plan drop-down lists in the From Plan and To Plan sections show the first ten plan names sorted
alpha-numerically. Click Search… in the Plan drop-down list to search for plans in the Search and
Select: Plan dialog box.
When you select plans in the From Plan and To Plan sections, the Available Measures pane lists only
those measures that are common to the source sales and operations plan and the target demand plan.
The measures in the Available Measures pane are common to the source and target plans.
To avoid looking through all the predefined measure groups in the Available Measures pane, create a
custom measure group with all the measures that you will be using for the integration.
KEY RESOURCES
Oracle Supply Chain Management Cloud – Release Readiness, available on the Oracle Help Center.
ROLE INFORMATION
Demand Planner
Integrated Demand and Supply Planner
COMPARE PLAN VERSUS ACTUALS IN REAL TIME

Sharing key information from planning applications, combined with real-time execution data, such as orders,
with a wider audience is critical to escalate and solve business issues. With this release, you can create and
run your own reports using Oracle Transactional Business Intelligence with additional measures that reflect the
current consensus forecast. Additionally, this data can be combined with the sales data from Oracle Order
Management Cloud. This allows planners and executives to monitor the plan against the actual realized orders
without data latency. Planners and executives can also make expedient decisions that do not have to wait for
the next run of the planning processes to refresh the data.
STEPS TO ENABLE
1. To use a specific sales and operations plan for reporting, select the Enable for OTBI Reporting check
box and run the plan.
2. On the Configure Planning Analytics page, set up the dimension catalog named Reporting Catalog to
include the required product and time hierarchies.
3. In the Reports and Analytics work area, use the Supply Chain Planning Real Time subject area to create
the required reports and save them into the Reports Components folder. Only those reports that you
save in the Reports Components folder are available in the Sales and Operations Planning work area.

Plan data is visible for reporting only when you run the plans in batch mode, not interactive mode.
55
When creating reports across the Supply Chain Planning Real Time subject area and other subject
areas, you must use the following conforming hierarchies in the Product and Time dimensions:
Product dimension: Inventory Item hierarchy
Time dimension: Date hierarchy
The other hierarchies, such as Planning Item 1, 2, 3, 4, and 5 or Planning Date 1, 2, 3, 4, and 5 do not
conform with other subject areas. Hence, it is not recommended to use them for cross-subject area
reports.
KEY RESOURCES
ROLE INFORMATION
SUPPLY PLANNING
PLAN FOR CONFIGURED PRODUCT FULFILLMENT USING DROP SHIP

Configure to Order (CTO) manufacturing processes have grown in complexity leading to many visibility and
planning challenges. For example, contract manufacturers can fulfill CTO orders by shipping directly to the
customers. Usually, the contract manufacturer requires visibility into the expected demand not only of the
model, but also the options. This enables contract manufacturers to effectively fulfill their obligations related to
lead times. This set of Oracle Supply Planning Cloud enhancements in conjunction with the Oracle Demand
Management Cloud enhancements allows you to:
Consume the forecasted demand for the options with the sales orders that specify the same option
(explode then consume)
Plan for the net expected demand of the model and options that will be shipped directly from the contract
manufacturer to the customer
Collaborate with the contract manufacturer on the model and option order forecasts using Oracle Supply
Chain Collaboration Cloud
while still fulfilling orders at the intended service levels with minimal impact to the inventory holding costs, and
utilizing the most efficient fulfillment method.
STEPS TO ENABLE
1. Create organizations to represent suppliers with whom you want to perform enhanced forecast
collaboration and drop ship fulfillment.
that you have created.
3. Define items, item structures, and sourcing rules for the model, option class, and option items in supplier
organizations.
4. Collect planning data. During collections, for suppliers that are modeled as organizations, the drop ship
sales order and sales order history are collected into the supplier organizations. For suppliers that are
56
4.
not modeled as organizations, the drop ship sales order and sales history are collected into the drop
ship validation organization.
6. Analyze forecast consumption and planned order generation in the plan.
7. Publish order forecasts for models and options to suppliers.
8. Receive supply commits for models and options from suppliers.

Create separate organizations to represent drop ship suppliers only if there is a need for visibility and
supplier collaboration of both model and option forecast for that supplier
If this enhanced visibility and collaboration is not required, you can continue to use the drop ship
validation organization to plan sales orders and forecasts for that supplier
Use item organizations instead of inventory organizations to represent suppliers, if there is no business
need to track and manage transactional details such as on hand balances and work in process for that
supplier
Item organizations are easier to setup and maintain than inventory organizations
KEY RESOURCES
ROLE INFORMATION
Materials Planner
PLANNING CENTRAL
PLAN FOR CONFIGURED PRODUCT FULFILLMENT USING DROP SHIP

Configure to Order (CTO) manufacturing processes have grown in complexity leading to many visibility and
planning challenges. For example, contract manufacturers can fulfill CTO orders by shipping directly to the
customers. Usually, the contract manufacturer requires visibility into the expected demand not only of the
model, but also the options. This enables contract manufacturers to effectively fulfill their obligations related to
lead times. This set of Oracle Planning Central Cloud enhancements in conjunction with the Oracle Demand
Management Cloud enhancements allows you to:
Consume the forecasted demand for the options with the sales orders that specify the same option
(explode then consume)
Plan for the net expected demand of the model and options that will be shipped directly from the contract
manufacturer to the customer
Collaborate with the contract manufacturer on the model and option order forecasts using Oracle Supply
Chain Collaboration Cloud
while still fulfilling orders at the intended service levels with minimal impact to the inventory holding costs, and
utilizing the most efficient fulfillment method.
57
STEPS TO ENABLE
1. Create organizations to represent suppliers with whom you want to perform enhanced forecast
collaboration and drop ship fulfillment.
that you have created.
3. Define items, item structures, and sourcing rules for the model, option class, and option items in supplier
organizations.
4. Collect planning data. During collections, for suppliers that are modeled as organizations, the drop ship
sales order and sales order history are collected into the supplier organizations. For suppliers that are
not modeled as organizations, the drop ship sales order and sales history are collected into the drop
ship validation organization.
6. Analyze forecast consumption and planned order generation in the plan.
7. Publish order forecasts for models and options to suppliers.
8. Receive supply commits for models and options from suppliers.

Create separate organizations to represent drop ship suppliers only if there is a need for visibility and if
you need to collaborate with that supplier for both model and option forecast.
If this enhanced visibility and collaboration with the supplier is not required, you can continue to
use the drop ship validation organization to plan your sales orders and forecasts.
supplier.
Item organizations are easier to set up and maintain than inventory organizations.
KEY RESOURCES
ROLE INFORMATION
Materials Planner
UPDATE 17B
REVISION HISTORY
Date Feature Notes
21 APR 2017 Created initial document.
58
OVERVIEW
SECURITY & NEW FEATURES
If your system has modified security structures, you may need to advise your security administrator of new
features you would like to take advantage of. Appendix A provides details of the security attributes needed to
employ the new features after you have decided to implement them.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at
oracle_fusion_applications_help_ww_grp@oracle.com

We continue to add many new features to Oracle Cloud Applications and we now give you the option to take
advantage of new functionality at a pace that suits you. The ‘New Features UI’ is available to you from your
cloud homepage, where you can make your choices and do any configuration necessary.
UPDATE TASKS
starts.
RELEASE FEATURE SUMMARY
End Oracle
User Administrator Service
Automatically Action Action Request
Feature Available Required Required Required
59
Demand Management
Sense Demand
Manage Multiple Demand Signals
Analyze Demand Signals
Capture Business Insights
Predict Demand
Generate Statistical Forecasts
Establish a Robust Demand Plan
Forecast Configure-to-Order Products
Analyze Forecast Accuracy
Shape Demand
Forecast New Products
Simulate Forecast Scenarios
Collaborate On and Synchronize Demand Plans
Additional Demand Management Enhancements
Integrate with Supply Chain Management Cloud
and Other Sources
Analyze to Make Better Decisions
Analyze Plan Performance with Best Practice
S&OP Dashboards, Layouts, and Reports
Configure Analytics to Meet Your Unique Needs
Manage by Exception to Focus on What’s Most
Important
Integrate with Microsoft Excel
Understand How Plans Have Changed Using
Waterfall Charts
Align the Enterprise with Best Practice Process
Management and Collaboration Features
Enable Best Practices with S&OP Process
Management
Arrive at a Consensus One-Number Enterprise
Operating Plan
Collaborate with Stakeholders on Plans Using
Oracle Social Network
Ensure Continuity and Provide Accountability
Using Planning Notes
Act by Creating New Plans and Connecting Plans
with Execution
Plan at an Aggregate Level for Strategic Time
Horizons
Run Quick Demand Simulations to Reflect
Changed Assumptions
Run Rapid Supply Simulations to Balance Supply
with Demand
60
Select the Best Plan with Plan Over Plan
Comparison
Link Tactical Planning with S&OP
Link S&OP Plans Back to Tactical Planning
Integrate with Oracle Supply Chain Management
Cloud and Other Sources
Collect Data From Oracle Supply Chain
Management Cloud Applications
Integrate with Your Existing Third-Party Systems
Supply Planning
Plan Supply
Create Supply Plans
Calculate and Plan Safety Stock
Tailor the Scope of Plans to Your Business Needs
Plan for Configure-to-Order Products
Plan for Multiple Fulfillment Strategies
Monitor Supply Chain Performance
Monitor Plan Performance at the Aggregate Level
Use Guided Navigation to Analyze Root Causes
Analyze Build Plan
Configure Embedded Analytics and Navigation to
Suit Your Needs
Tailor the User Interface to Your Enterprise
Standards and Processes
Analyze Plans Using Your Own Measures and
Hierarchies
Analyze Plan in a Spreadsheet
Respond to Changing Conditions
Simulate Changes and Identify Opportunities
Compare Plans
Manage by Exception
Prioritize Work Orders with Ready-to-Build Status
Collaborate with Suppliers
Collaborate with Other Planners Using Notes
Integrate Planning and Execution
Collect Data from Oracle Cloud
Collect Data from External Data Sources
Integrate with Oracle Sales and Operations
Planning Cloud
Integrate with Oracle Demand Management Cloud
Integrate with Oracle Global Order Promising Cloud
61
Release Recommendations to Execution
Report Using Oracle Transactional Business
Intelligence
Planning Central
Enhance Planning for Configure-to-Order Products
Plan for Multiple Fulfillment Strategies
Integrate with Oracle Supply Chain Collaboration
Cloud
Integrate with Oracle Sales and Operations
Planning Cloud
Collect Data From External Data Sources
APPENDIX A: FUNCTION SECURITY Roles AND
PRIVILEGES
DEMAND MANAGEMENT
SENSE DEMAND
Demand Management brings multiple demand signals together to help you better understand demand for your
products, channels, segments and anticipate customer needs. Built-in analytics reveal demand patterns and
identify changes in real time so you can respond to them.
MANAGE MULTIPLE DEMAND SIGNALS

To better understand customer demand, you need to capture, align, and analyze both internal business data
and external market information.
You can use Demand Management to:
Bring in a variety of internal (for example, shipments and bookings) and external (for example, market
and syndicated data) demand signals relevant for your industry. The internal demand signals can be
collected automatically from Oracle SCM Cloud or imported by way of flat files into predefined measures.
The external demand signals can also be imported by way of flat files into custom measures with desired
dimensionality.
View and compare the demand signals in a consistent unit or currency of your choice at any level in the
hierarchy. Various internal sales and marketing stakeholders, as well as your key customers, can access
the same information that is tailored to their specific needs.
Understand demand trends and relative contribution of various demand signals to enable revenue growth
programs for specific products or product categories.
Monitor changes in demand signals real time via exceptions and thresholds to understand recent
customer behavior and initiate suitable remedial action.
This allows you to get better and timelier visibility to changes in customer demand.
STEPS TO ENABLE
No steps are required to enable this feature.
62
If you plan to compare predefined and custom measures, it may be beneficial to define the new
measure on the same dimensionality.
You can modify a predefined plan summary to meet specific business needs.
KEY RESOURCES
For more information, see the Release Training for Oracle Demand Management Cloud: Sense Demand.
ANALYZE DEMAND SIGNALS

To gain deeper insights into demand trends for specific products or customer segments, you need
comprehensive analytics and visualization tools, which can summarize business conditions, uncover in-depth
trends, and help you conduct further analysis to see which segments are out-performing or under-performing.
You can use Demand Management’s analytics capability to quickly analyze demand signals and also get in-
depth views using a personalized user interface, which includes:
Summary analysis – A row of infotiles in the plan summary view provides an at-a-glance summary of the
health of your demand plan and one-click access to charts and graphs that can help you uncover
demand insights. For example, ‘forecast comparison’ highlights gaps between shipments and sales
forecasts, ‘forecast MAPE (mean absolute percentage error)’ identifies areas of poor accuracy, and
‘history comparison’ identifies disconnects between bookings and shipments. You can easily configure
these infotiles, charts, and graphs to get a focused view with your selection of measures, performance
indicators, and hierarchy levels. To investigate further, you can navigate from the summary charts into
multidimensional analysis workbenches.
Multidimensional analysis workbench – You can readily use preconfigured pivot tables and graphs with
common hierarchies, measures, exceptions, and calculations to analyze large data sets. You can slice
and dice the data further to look into details and reveal patterns, for example, identifying which SKUs
have significant demand changes year-over-year or week-to-week. You can also compare demand
signals to better understand customer behaviors, for example, if bookings history is slightly ahead of
shipments in recent weeks, that might indicate a demand uptrend. This analysis is possible by way of
preconfigured worksheets, for example, ‘history analysis ’, ‘forecast analyses’, ‘statistical analysis’, and
so on. To personalize the workbench to meet your needs, you can:
Create new worksheets or reuse existing ones.
Include data visualization tools, such as tree maps, charts, and line and bar graphs in these
worksheets to facilitate easy problem identification.
Customize measures, calculations, and exceptions to support your analysis.
Configure navigation between charts and graphs to guide navigation and speed up identification of
detailed problem areas.
Assign user access permissions and maintain data security, so users can only see or edit data
that matches their privileges.
With the aid of the intuitive user interface, you can analyze demand signals quickly and proactively anticipate
customer needs.
63
The following screenshot is a predefined layout of the Demand Plan Summary page:
Demand Plan Summary: Shipments History Comparison
The following screenshot shows a specific infotile with the underlying panes showing detailed information:
Demand Plan Summary: New Product Forecast
STEPS TO ENABLE

You can modify predefined layouts and infotiles per your business requirements.
Any information you see in a table or graph can be summarized as quick reference in an infotile.
Apply appropriate selection filters on customer infotiles to ensure that they show relevant information.
64
KEY RESOURCES
CAPTURE BUSINESS INSIGHTS

Your internal organization is also an invaluable source of demand information and their inputs need to be
captured alongside all demand signals.
Using Demand Management:
Sales, marketing and other stakeholders can manually enter or upload their forecast. They can also enter
forecast on the go, using mobile devices. Such input can be provided at any level in the hierarchy. As an
example, sales can enter a forecast at customer account and item level, while marketing can enter data
at product category and month level.
Demand planners can start a social conversation with select focus groups to get qualitative input in a
specific business context.
Participants in demand management process can annotate the data with notes to document changes and
assumptions.
By capturing all interdepartmental forecasts, you get different perspectives of the forecasts, which helps drive a
collaborative demand planning process.
Use Oracle Social Network to discuss projects, plans, and issues.
Oracle Social Network: Conversation Example
To collaborate on a specific plan, open the plan and click the ‘Social’ icon.
For a general conversation (not specific to a plan), click the ‘Social’ icon on the Planner Workbench.
Use Notes to add comments to plans, planning level members (such as items, organization, and customers),
planning combinations (such as a specific item-organization-date-measure combination), and exceptions.
65
Notes: Create Note Example
STEPS TO ENABLE

If a plan is copied, all notes associated with the plan are also copied.
Notes created on level members are not plan-specific.
If a note is created on a planning combination and the associated measure is shared across plans, then
the note is not plan-specific.
If a note is created on a planning combination and the associated measure is not shared across plans,
then the note is plan-specific.
If a plan is copied, all plan-specific notes on planning combinations are also copied.
Notes on exceptions persist across plan runs.
Once an exception is resolved, all notes associated with the exception are deleted.
KEY RESOURCES
PREDICT DEMAND
Demand Management accurately predicts your product’s forecast by incorporating cause-and-effect correlation
of demand to external and internal influencing factors and tribal business knowledge into history-based
statistical forecasts.
GENERATE STATISTICAL FORECASTS

To anticipate customer demand, you need an automated way to generate baseline forecast, by leveraging
multiple demand signals and using data-driven statistical algorithms.
66
You can use Demand Management’s forecasting engine to automatically detect demand patterns, trends,
seasonality, and intermittence for every demand signal. The engine cleanses historical demand signals, such as
shipments and bookings, to detect outliers and fills in missing data to minimize forecast error. The forecasting
engine can predetermine the hierarchy levels where the forecast is statistically significant and can blend
different forecast models to produce a more reliable statistical forecast. Forecast is regenerated for each
product and location during every planning cycle and proactively adjusts to changing market conditions.
You can also correlate forecast to a number of predictive causal factors and leading indicators, such as price,
seasonality, holidays, and weather. You can also use other measures relevant for your business as causals and
immediately see their impact on the forecast.
Although the statistical forecasting engine is self-maintained, with one-click, you can simulate changes and
model forecasting scenarios. Using the sophisticated statistical engine, you can:
Visualize constituents of the generated statistical forecast, including the baseline, trend, seasonality
effects, and the contribution of individual causal factors.
See how multiple forecast methods contributed to the blended forecast. You can get a detailed view of
the combined forecast and the individual forecast method contributions side-by-side.
Change forecast configurations to derive a statistical forecast more attuned to your needs.
Vary the length of history used, change sensitivity of trend detection, and enable intermittency or select
forecasting profiles based on shipments, bookings, or other measures.
The simplicity of one-click statistical forecasting combined with the sophistication of predictive correlations offers
you a good baseline demand plan.
The following screenshot shows the selection of forecasting methods and parameters for a Forecast Profile:
Statistical Forecasting Method Settings for a Forecast Profile
67
The following screenshot shows the configuration of Decomposition Groups for a Forecast Profile:
Controls for Decomposition Groups and Causal Factors for a Forecast Profile
The following screenshot shows the Decomposition Groups information after generating a forecast:
Causal Factor Forecast Decomposition Output
68
The following screenshot shows the configuration of Forecasting Parameters for a Forecast Profile:
Statistical Forecasting Parameter Settings for a Forecast Profile
To generate a statistical forecast:
1. In the Demand Management work area, click the Manage Plans task.
2. Search for and select a demand plan. From the Actions menu, select Run.
3. On the Run Plan dialog, click Details to expand and show all available options.
a. Choose one or more forecasting profiles.
b. To enable forecasting methods, select the Include details of forecast methods check box.
c. To enable causal factor decomposition, select the Include details of causal factors check box.
69
Run Plan: Details
STEPS TO ENABLE

The forecasting profiles available in a demand plan are controlled from the Plan Options page.
During plan execution, you can select the forecasting parameters that will be executed during the plan
run.
Predefined forecasting profiles cannot be edited. You can duplicate a predefined profile and modify it
per your business requirements.
KEY RESOURCES
For more information, see the Release Training for Oracle Demand Management Cloud: Predict Demand
.
ESTABLISH A ROBUST DEMAND PLAN

You need to enrich the data-driven statistical baseline forecast with business insights to make it more realistic.
70
Using Demand Management, you can incorporate additional business insights by adjusting the forecast at any
level in the hierarchy by way of tailored views of the multidimensional workbench. To facilitate quick edits, you
can adjust forecast across various weeks as a percentage increase or decrease, value increase or decrease, or
set to a particular value. You can also use custom exceptions, for example, ‘forecast to order comparison’ to
see instances where the forecast does not cover open orders, and make adjustments if required. The adjusted
forecast can be intelligently disaggregated to the required level using historical or other proportions. The
manually entered forecasts are monitored independently of the statistical forecasts to maintain data accuracy for
measurement purposes. You can disable manual entry for the time periods where it is not advisable to change
the forecasts.
Besides the powerful editing capability, you can put qualitative comments in notes, to help other users
understand your assumptions and reasons for the modifications. You can associate notes with a plan, data in a
plan (such as items, organizations, or customers), or in a pivot table that contains planning combinations. With
the ability to incorporate business insights, you can quickly develop a robust demand plan.
Use a predefined table or new table to adjust the forecast measures. For Shipments data, use the ‘Adjusted
Shipments Forecast’ predefined measure. For Bookings data, use the ’Adjusted Bookings Forecast’ predefined
measure. The following screenshot is an example of forecast modification using the Edit Data capability.
Editing ‘Adjusted Shipments Forecast’ in a Table
STEPS TO ENABLE
To define custom exceptions:
1. In the Demand Management work area, click the Configure Exceptions task.
2. On the Configure Exceptions page, click Actions > New.
3. Use the Level tab on the Create Exception page to define new exceptions with the conditions you want
on specific levels.
71
Create Exception: Levels
4. Use the Threshold tab to define the exception’s condition calculation.
72
Create Exception: Threshold
5. Add the exception to an exception set on the Create Exception Set page.
73
Create Exception Set: Exceptions
6. On the Plan Options page, associate the exception set to a plan.
Plan Options
7. Run the plan.
Custom exceptions can be viewed in the predefined table called Exception
74
KEY RESOURCES
.
FORECAST CONFIGURE-TO-ORDER PRODUCTS

Forecasting for configure-to-order products is a two-level planning problem. That is, create forecast for pick-to-
order (PTO) and assemble-to-order (ATO) models, and then derive demand for options or features of those
models based on attach rates (known as planning percentages).
With Demand Management, you can use existing attach rates specified in the bill of material, input the attach
rates manually, or predict attach rates based on the historical trend in options’ mix. The models’ demand, option’
s model-dependent demand, and options’ independent demand are calculated when you generate the statistical
forecast and when you run the plan on demand. You can have these demands calculated real time when you
modify demand for base model or option demand and the attach rates. A special bill of material view shows the
model, option classes, and options in a hierarchy, along with the associated forecast.
By calculating detailed forecasts for your product mix and configurations, you can better understand customer
preferences, and can better position finished good and options’ inventory to meet their needs.
The following screenshot shows a three-level bill of material view with planning percentages and dependent
demand:
Configure-To-Order Bill of Material View Display in a Table
STEPS TO ENABLE
To collect dependent demand and calculate attach rates:
1. In the Demand Management work area, click the Collect Planning Data task.
2. On Collect Planning Data dialog, Parameters tab > Demand Planning Data sub tab, select the
appropriate options for Collect Configure to Order Data.
75
Collect Configure to Order Data
3. From the Actions menu, click Edit Plan Options.

a. Click the ‘Demand’ tab and select Advanced Options.
i. Select the Include Dependant Demand check box.
ii. Define the number of periods to be used for the attach rate calculation.
iii. Choose the measure to be used for the dependent demand.
iv. Choose the data aggregation level for the planning percentage calculation.
76
CTO Options
4. Run the plan.

Historical planning percentages are calculated during plan run.
Historical planning percentage calculation is calculated at item or item-organization level.
Historical planning percentages are configured to be either based on shipments history or bookings
history.
KEY RESOURCES
.
ANALYZE FORECAST ACCURACY

To achieve continuous improvements to your demand plan, you need to measure your forecasts versus
actuals, and identify areas for improvement.
Demand Management enables you to:
Understand the plan’s overall performance by measuring forecast accuracy in a variety of ways, including
mean absolute percentage error (MAPE), mean absolute deviation (MAD), and forecast bias, measured
for any of the demand signals.
Get an aggregate understanding of the forecast accuracy for your previous plan, and then use
visualization to drill down into product segments that would need additional attention and analysis.
77
Determine root causes by reviewing the historical forecast error analysis (waterfall report), which shows
how archived forecasts compare to actual results. The waterfall report focuses your attention on the
categories and customers where accuracy is deteriorating and requires more investigation.
Inspect the constituents of the forecast, and reconfigure forecast parameters to resolve issues.
By measuring forecast accuracy, and resolving the root cause of accuracy issues, you can achieve
higher forecast accuracy and as a result, higher customer service levels and lower inventory.
By measuring forecast accuracy, and resolving the root cause of accuracy issues, you can achieve higher
forecast accuracy and as a result, higher customer service levels and lower inventory.
The following screenshot shows the definition of the predefined ‘Final Bookings Forecast 3 Month MAPE’
measure:
Definition of Measure Final Booking Forecast 3 Month MAPE
78
The following screenshot shows the display of predefined forecast accuracy measures in a table:
Accuracy Measures Incorporated Into a Table
STEPS TO ENABLE

For forecasting error measures to show values, a plan archive, which includes the relevant measures,
must be executed.
Predefined forecasting error measures are a starting point, which you can modify per your business
requirements.
Select a lag which is most relevant to your business for forecast accuracy tracking. This is often one or
three months. The longer the lags, the more time your system must be active with archiving enabled
before values are available.
To see the waterfall analysis as soon as you open the table, select the Automatically display waterfall
analysis check box under the ‘Comparison Options’ tab.If this check box is not selected, click the
Analysis icon and select the table or graph for waterfall analysis.
79
Waterfall Analysis
KEY RESOURCES
See the Forecast Analysis and Approval chapter in Oracle SCM Cloud: Using Demand Management,
available on the Oracle Help Center.
See the Release Training for Oracle Demand Management Cloud: Predict Demand.
SHAPE DEMAND
To shape demand and profitably achieve revenue goals, you need to optimize new product introductions,
simulate forecast scenarios, collaborate with stakeholders, and synchronize demand plans.
FORECAST NEW PRODUCTS

To execute your new product introduction strategy, you need the ability to accurately forecast new products
and successfully plan the launch for chosen customer segments or geographies.
Forecast new products either based on history of a like product or directly use the forecast of a like
product.
Make volume adjustments and specify the percentage of history or forecast needed to meet the product
launch requirements.
Customize your product launch by setting the launch date, the customer zones or specific customers,
and product categories or specific items.
Use the New Product Information summary analysis to gauge the contribution of new product revenue to
the overall product portfolio and determine whether it meets corporate targets.
Collaborate with marketing, reconcile with their forecasts, and incorporate any other executive feedback
to fine-tune the new product forecast.
By forecasting new products and collaborating with other stakeholders, you can better align inventory, launch
products successfully, and prevent out of stocks situations.
80
STEPS TO ENABLE

If the new product is expected to have higher or lower demand with the same selling pattern of the
source product, enter the Factor in percentage under the Measures tab.
A new product must be available in PIM to be available in the Manage Product Launch page.
Until demand is available for a new product, Manage Product Launch is the mechanism used to make it
available for demand and supply planning.
KEY RESOURCES
See the Forecast New Products chapter in Oracle SCM Cloud: Using Demand Management, available
on the Oracle Help Center.
See the Release Training for Oracle Demand Management Cloud: Shape Demand.
SIMULATE FORECAST SCENARIOS

To understand the impact of business decisions, you need what-if analysis capability to see how influencing
factors can have positive or negative impacts on demand and key business performance metrics, before
finalizing forecast changes.
Run an unlimited number of forecast simulations to see impacts of changes in the price, running a
marketing campaign, shift in weather, demand upside request, and so on.
Simulate how changes to forecasting models and parameters have an immediate impact on the statistical
forecast.
Simulate changes to attach rates or change the independent option forecast for configure-to-order items.
Simulate the impact of introducing new products in particular geographic areas.
Perform side-by-side analysis of any number of scenarios, and see the impact on operational and
financial objectives.
By simulating and understanding the impact of your decisions, you can make confident decisions, and in turn,
meet your business objectives.
81
The following screenshot shows the results of running a simulation in both a tabular and graphical format:
Simulation Results in a Table and a Graph
STEPS TO ENABLE

Predefined forecasting profiles are not editable. You must duplicate predefined forecasting profiles to
modify a forecasting profile’s definitions.
Predefined measures with the prefix ‘simulation’ have been created to store the output of simulations
and allow review in parallel with other scenarios. If you want more than two simulation scenarios at the
same time, you can create additional measures.
Changes made to a forecasting profile during simulation impact all future runs using that simulation
profile. You may want to create a separate forecasting profile for each planner executing simulations.
KEY RESOURCES
See the Simulate Forecast Scenarios chapter in Oracle SCM Cloud: Using Demand Management,
available on the Oracle Help Center.
See the Release Training for Oracle Demand Management Cloud: Shape Demand.
COLLABORATE ON AND SYNCHRONIZE DEMAND PLANS

To have your organization march towards an agreed upon demand plan, you need the ability to reconcile
forecasts, resolve issues by collaborating with stakeholders, and escalating issues to executives, as necessary.
You can use Demand Management to facilitate reconciliation and agreement of cross-functional forecasts by
using the following capabilities:
Forecast reconciliation – You can view a forecast captured from cross-functional teams at both aggregate
and at the most detailed level (which has been automatically disaggregated). You can:
82
Compare forecast at the plan level, and show the variance over a period of time or across different
product segments.
Leverage built-in exceptions, such as ‘deviation between sales and final shipments forecast’ to
reconcile the sales forecast with your estimates.
Use custom exceptions and calculations to find more specific issues that fit your evaluation criteria.
Use conditional formatting to identify which specific weeks or items have a problem at a glance.
Forecast review and approval – You might need to involve executives and other stakeholders to get
additional guidance on strategic issues. The demand plan is readily available in Oracle Sales and
Operations Planning Cloud’s Demand Review section. Anyone who has access can indicate the action
items and resolution expected from all stakeholders. You can make forecast adjustments based on
executive decisions and approve the plan for use by supply planning.
By collaborating with stakeholders from different departments and jointly resolving forecast discrepancies, you
can achieve a one-number forecast and plan the inventory needed to meet customer demand.
STEPS TO ENABLE

When approving forecast data, the process also updates the approval attributes in the Manage Plan
page. To view the approval attributes, navigate to View > Columns > Manage Columns. Add the
following three attributes to the visible columns
Approval Status
Last Approved By
Last Approved Date.
Approving forecast data copies data from the ‘Final Bookings Forecast’ measure to the ‘Approved Final
Bookings Forecast’ measure and also from the ‘Final Shipments Forecast’ measure to the ‘Approved
Final Shipments Forecast’ measure
You can reset a forecast approval status from the Actions menu.
KEY RESOURCES
For more information, see the Release Training for Oracle Demand Management Cloud: Shape Demand
.
ADDITIONAL DEMAND MANAGEMENT ENHANCEMENTS
INTEGRATE WITH SUPPLY CHAIN MANAGEMENT CLOUD AND OTHER SOURCES

To reduce implementation timelines and reduce total cost of ownership, you can use prebuilt integration
between Demand Management and other Oracle Supply Chain Management (SCM) Cloud applications. You
can also incorporate data from other external data sources.
Features in this release allow you to:
Collect data from Oracle SCM Cloud products

Prebuilt integration to seamlessly get product, customer, and other master data as well as sales
orders into Demand Management.
83
Targeted data collection where data represents a business entity, or use net change data
collection, importing data that changed since the last run.
Filters to collect a subset of the data. For example, to reduce the number of items collected, you
can filter according to the organizations being planned, or to reduce the order history collected,
you can filter according to date ranges.
Load data from external data sources - To improve decision making in Demand Management, you can
import data from other sources by way of flat file integration. You can upload forecasts (if you use
another system for forecasting), include sales forecasts, marketing forecasts, and external causal factors.
You can also input customers, product hierarchies, shipments, and bookings.
By integrating with Oracle SCM Cloud and external applications, you and other stakeholders have visibility to all
required data in a single place to drive the business process, resulting in an accurate demand plan.
To define the date ranges for data collection and the order types to include in demand history, navigate to the
‘Demand Planning Data’ tab of the Collect Planning Data page.
Collect Planning Data: Demand Planning Data
STEPS TO ENABLE
It is recommended to set ‘Collection Type’ parameter as ‘Net Change’, as setting it up as ‘Targeted’ will purge
the existing data and load the entire data again.
84
KEY RESOURCES
See the Run Collections chapter in Oracle SCM Cloud: Using Planning Central, available on the Oracle
Help Center.
See the Release Training for Oracle Demand Management Cloud: Integrate with Oracle Supply Chain
Management Cloud and Other Sources.

Oracle Sales and Operations Planning Cloud provides a complete sales and operations planning (S&OP)
solution for aligning organizations around an integrated operating plan to meet their strategic business goals.
Using rich analytics and simulation capabilities, companies can monitor performance, simulate alternative what-
if plans, and respond to changing market conditions. Sales and Operations Planning’s powerful process
support and collaboration capabilities enable companies to reach consensus across Sales, Marketing, Finance,
and Operations. Sales and Operations Planning’s integration with other Oracle Supply Chain Planning Cloud
applications means that you can drive S&OP strategic decisions seamlessly into tactical planning and
execution processes.
ANALYZE TO MAKE BETTER DECISIONS

Sales and Operations Planning offers comprehensive analytics capabilities, exception management features,
Microsoft Excel integration, and waterfall analysis so that you can evaluate plan performance relative to your
targets and how your plans are changing over time.
ANALYZE PLAN PERFORMANCE WITH BEST PRACTICE S&OP DASHBOARDS, LAYOUTS,

AND REPORTS
S&OP is an executive management process requiring a big picture view of how a company is doing with
respect to its business goals, and at the same time, requiring very detailed analysis in support of the process.
Often S&OP software tools fail to cover the necessary spectrum from detailed analysis to high-level
management reporting. As a result, you often must do extra work creating summary reports to present in
S&OP review meetings.
Oracle Sales and Operations Planning Cloud addresses this problem with a set of configurable S&OP graphical
dashboards, layouts, and detailed reports supporting different levels of analysis during the S&OP process. For
each of the five standard stages of S&OP -- product review, demand review, supply review, financial review,
and executive review -- a summary dashboard is available with a ribbon of graphical KPI (Key Performance
Indicator) charts across the top for monitoring performance. You can click on each KPI to see more detailed
charts and tables, with links to even more detailed and editable pivot table reports. Example KPIs by review
stage include:
Product review: New Product Vitality, Days of Cover for End of Life Items
Demand review: Unconstrained Plan versus Forecast, Stakeholder Forecast MAPE
Supply review: Demand and Supply, Resource Overloading
Financial review: Plan versus Forecast, Gross Margin
Executive review: Revenue and Margin, Unmet Revenue
By combining rich summary graphical views with detailed analysis capabilities, you can monitor overall company
performance, drill down into detail to understand the root cause of performance shortfalls, and change plans
accordingly.
85
STEPS TO ENABLE
To enable archival based measures like Consensus Forecast Value Change, Consensus Forecast MAPE
and Sales Forecast MAPE in the Demand Review Summary dashboard, ensure that steps 1 and 2 are
completed.
1. The default S&OP Archive Catalog includes all of the measures required to populate the seeded
dashboards, layouts, and reports that use archived data. When using a custom measure catalog for
archival, ensure that all the measures that are relevant for archival are added to the list of selected
measures under the custom measure catalog.
2. The Supply Chain Application Administrator must run the Build Plan Archive job.
To enable the Product Review Summary dashboard, ensure that attribute LIFE_CYCLE_PHASE is set
correctly as per steps 3, 4, and 5.
3. Ensure that the attribute is associated with Items in Oracle Product Information Management Cloud.
When Items are collected into Supply Chain Planning, this attribute is collected as well.
4. The default dimension catalog includes the LIFE_CYCLE_PHASE attribute as a selected hierarchy.
When using a custom dimension catalog, ensure that the LIFE_CYCLE_PHASE hierarchy is added to
the list of selected hierarchies.
5. Ensure that the LIFE_CYCLE_PHASE attribute is added in the Levels and Attributes tab for the Item
hierarchy Catalog. The LIFE_CYCLE_PHASE can be viewed as an Item Attribute, and it is used as a
report filter in the Product Review Summary dashboard. The dashboard only considers the following
values of this attribute: Prelaunch, Postlaunch, Growth and Decline.
No setup steps are required for any other dashboards.
You cannot change the attribute value in the products associated with Oracle Supply Chain Planning Cloud.
KEY RESOURCES
Release Training – Introduction to Sales and Operations Planning: Product Overview and Analyzing to
Make Better Decisions, available at Oracle Cloud: Supply Chain Management Release Readiness.
CONFIGURE ANALYTICS TO MEET YOUR UNIQUE NEEDS

While Sales and Operations Planning comes with numerous predefined reports and charts, most companies
have unique needs that require analysis tailored to their businesses.
With the Oracle solution you can make a variety of configurations, such as:
Configure the layout of the screen to meet your preferences. You can identify multiple tables and
charts to be displayed on the screen to facilitate holistic analysis. For example, you might configure the
screen to analyze the material plan and the resource plan at the same time
86
Custom Layout and Reports
Configure planning dimensions and hierarchies. You can quickly analyze large data sets through a
common set of planning dimensions and hierarchies (such as product, customer, geography, zone,
resources, supplier, and time) that support aggregate data analysis.
Configure tables for multidimensional data analysis. You can analyze demand, inventory, and supply
data measures in a single table to enable consistent views, comparison, and analysis, including alternate
units of measure and monetary value.
87
Configurable Pivot Tables - Sales and Operations Plan Table
Configure measures. Sales and Operations Planning comes with numerous seeded measures (such as,
consensus forecast, and projected available balance) to support S&OP best practices. Predefined
measures are available in the subject areas of Demand Analytics and Forecasting, Inventory Analysis,
Overall Plan Health, Manufacturing Efficiency, Supply Chain Costs, and Profitability. However, you can
add custom measures to meet unique customer needs. You can configure goals, conditional formatting,
and edit locking for all measures.
88
Manage Planning Measures – Seeded and Custom Measures
Create new data analysis worksheets. You can create new worksheets using data visualization tools
like treemaps, sunburst charts, line graphs, bar charts, and tables or use existing worksheets as the
baseline to construct variants that meet specific planning needs. You can share these variants with other
users or make them private.
Configure guided navigation. You can define which worksheets you can drill down to with context from
an existing worksheet or graph element (for example, right-clicking on a resource in the top overloaded
resources chart and navigating to the resource plan table in order to diagnose the source of the problem).
Configure favorite lists, saved query criteria, and analysis sets. You can reduce the time required to
bring the right data into worksheets for further analysis.
With the above configuration capabilities, you will have the ability to enable an S&OP process that is tailored to
the unique needs of your organization.
STEPS TO ENABLE
You can specify level member filters for tile type reports. Before configuring a tile type report, ensure that
measure goals have been specified for the measures used in the report.
89
KEY RESOURCES
MANAGE BY EXCEPTION TO FOCUS ON WHAT’S MOST IMPORTANT

S&OP processes can often get bogged down by addressing too many issues in too much detail. To be most
effective, you must focus on those issues that will yield the biggest bang for the buck. Management by
exception is key to doing so.
Sales and Operations Planning allows you to identify variances from performance thresholds so you can focus
on the most important issues. You can define exception criteria for seeded measures and custom measures for
graphic display. Exception detection is run immediately upon running a plan. Features include:
Configure the reporting on exceptions. You can specify the hierarchy levels and the thresholds for
reporting on exceptions. You can configure which users or roles receive notifications.
Configure exception sets. Identify the exceptions that are important for your plan in an exception set.
Only these exceptions are calculated and reported.
Analyze plan exceptions graphically. Review the exceptions and directly drill down from the exception
to relevant data to understand the circumstances behind the exception and formulate an action plan to
resolve it.
With these exception management features, you can focus on those issues with the biggest potential impact on
your key performance indicators and overall business results.
STEPS TO ENABLE
To define custom exceptions:
1. In the Tasks panel drawer, click the Configure Exceptions link.

2. On the Configure Exceptions page, expand Demand Planning Exceptions or Sales and Operations
Planning Exceptions.
3. Click the New icon to add a custom exception and then specify general properties. Select Exception
Group and Base Measure from the dropdown.
4. Specify the level at which the exception has to be created and its threshold and notification settings. Click
Save.
5. You can add the custom exceptions to the Exception Set and then point the Exception Set in the Plan
Options screen. For more details on this step, refer to the What’s New document for Planning Central.

Predefined exceptions in Sales and Operations Planning highlight instances of low forecast accuracy,
demand fulfillment shortfalls, inventory shortages, significant deviations between the current and prior
sales and operations plan, and significant deviations between the sales and operations parts of the plan.
The types of exceptions and their calculation logic are predefined, but the conditions under which they
are generated are configurable. You can ensure that exceptions highlight only significant deviations.
Include only the exceptions that are used in the planning process. Remove unused exceptions to
improve plan run performance.
Measure-based exceptions are supported. Count and Quantity attributes are generated by these
exceptions. Metrics associated with exceptions can be viewed as Tables or Graphs at different
hierarchical levels. You can view the exceptions as a Graph or drill to exception details from other
graphs. You can enter Plan Comparison mode and compare exceptions across plan runs.
You can assign a custom exception to one or more exception groups, but this is not supported for
predefined exceptions.
90
Planners can create notification rules for exceptions. Notifications are sent automatically at the end of
the plan run. They can also be manually invoked for a specific exception from the Exceptions UI.
The Exception Set enables you to restrict the generation of exceptions to specified Organizations,
Categories, Suppliers and Customers. You can then point to the Exception Set in Plan Options.
After you adjust the Resource Availability and Supplier Capacity Available measures, the Resource
Overloading and Supplier Overloading exceptions in Supply Review Summary dashboard are not
recalculated automatically. To recalculate exceptions, run the plan.
KEY RESOURCES
INTEGRATE WITH MICROSOFT EXCEL

Most S&OP data analysis can be done within the Oracle solution. However, there will be times when you want
to analyze data in a spreadsheet. You might also want to bring external data into the Oracle solution.
Sales and Operations Planning allows you to use Microsoft Excel to analyze, edit, and update planning data.
For instance, you can:
Analyze plans offline. Download data from a table for offline analysis.
Import financial plan data. Populate financial forecast and budget data in an Excel template and then
load the data into Sales and Operations Planning.
With the ability to export and import data to and from spreadsheets, you can take advantage of the inherent
flexibility of spreadsheets and analyze while offline. You can also include external data, such as financial data,
into your analysis.
STEPS TO ENABLE
No steps are required to enable the Export feature in tables for offline analysis.
Exported Sales and Operations Plan Table
To import data including predefined and custom measures:
1. Go to docs.oracle.com and search for File-Based Data Import for Oracle Supply Chain Management
Cloud.
2.
91
2. Download the .xlsm templates for data import such as MeasuresImportTemplate.
3. Open the Excel template and follow the instructions for the data required by each column.
4. After entering data, follow the instructions on the first tab of the template to generate a .csv file.
5. Create a .zip file containing .csv files to import.
6. In the Navigator, click the File Import and Export tool to upload the .zip file.
7. Select the Upload action, choose the .zip file, and specify the account scm/planning/DataLoaderImport.
8. From the Plan Inputs work area, click Load Planning Data From Files in the Tasks panel drawer.
9. Select the Source System and Collection Type. Select the uploaded .zip file as the Data File and
submit the process.
Measures Import Template
You must create custom measures in Manage Planning Measures before you can load data for them. Use the
MeasuresImportTemplate to load data for both predefined and custom measures. Add new measures to a
measure catalog to associate with plans.
KEY RESOURCES
UNDERSTAND HOW PLANS HAVE CHANGED USING WATERFALL CHARTS

With every S&OP planning cycle, your operating plan will change. It’s important to understand how the plan
has changed. You also want to be able to compare past plans with actual performance. What’s needed is a set
of reports to automatically make such comparisons.
Sales and Operations Planning provides waterfall analysis to compare current plan data with previous plan data.
For example, you can easily toggle the display in a supply review table or graph to show changes in planning
data for production plan, supplier capacity required, total supply, resource requirements, and projected available
balance measures to observe where changes have occurred. Using the same waterfall capability, you can
compare actual history with past plans.
With these waterfall analyses, you have visibility as how to realign your business with each new S&OP plan. By
comparing plans with actual performance, you can pinpoint problem areas in your planning process.
92
STEPS TO ENABLE
No steps are required to enable this feature. It is available after archives have been created for the plan.
With Plan Archival, you can archive plan measures at a point in time. This enables you to compare the current
plan data to past versions of the plan, and to see the changes in the plan over time. You can create
archives as needed. The Supply Chain Application Administrator can create archives on a scheduled basis with
MAPE error statistics included.
1. In Plan Options Advanced Options, check the Enable for archiving

Select a measure catalog containing the measures to include in the archive.
Select the Time hierarchy and Level at which the archived data will be stored. Month and Week
are the valid levels.
Select archive deletion parameters to manage the number of archives being stored.
2. Run the plan with the Archive Plan option selected to build the archive.
3. For Waterfall Analysis, create or edit a graph or table. Select the archives to use on the Comparison
Options tab.

Waterfall and Trend analyses use the plan archives to create the waterfall or trend table and graph.
If the measures selected in the Measures tab are not included in the archives created for the plan, a
message is displayed to that effect.
The Supply Chain Planning Application Administrator creates the archives that are used to calculate
error statistics, such as MAPE. These archives can be accessed by Waterfall Analysis and Trend
Analysis by checking the Use MAPE calculations check box.
Planners can create their own archives on demand. These are accessed for the analysis when the Use
MAPE calculations check box is not selected.
For Waterfall Analysis, archives are retrieved based on the timestamp of the archive. For example, 4
Weeks ago retrieves the archive created approximately 4 weeks ago.
For Trend Analysis, the number of archives retrieved is based on the number of versions selected in the
Trend Analysis form.
KEY RESOURCES
ALIGN THE ENTERPRISE WITH BEST PRACTICE PROCESS MANAGEMENT AND

COLLABORATION FEATURES
Oracle Sales and Operations Planning Cloud helps you follow a best practices S&OP process to collaborate
and reach consensus among sales, marketing, finance, and operations so that your entire organization is
marching in step to meet its business goals.
ENABLE BEST PRACTICES WITH S&OP PROCESS MANAGEMENT

Many companies’ S&OP processes fall short of recognized best practices, resulting in disappointing business
benefits. Even companies that have defined a best practices process often struggle to automate the process
with spreadsheets or S&OP software applications.
93
Sales and Operations Planning is designed to help your company quickly adopt a step-by-step best practice
approach to S&OP. Each user has a personalized starting page outlining the overall S&OP calendar and
progress to date, tasks assigned to them, and a contact list of colleagues involved in the S&OP process. From
this page, users can navigate to tabs for each of the five standard stages of S&OP -- product review, demand
review, supply review, financial review, and executive review. Each of these tabs provides the following:
A seeded and editable list of standard tasks for each of the five stages, with the ability to associate each
task with an owner, due date, status, and relevant dashboard or report to carry out each task.
A contact list of colleagues involved in each stage.
A list of action items assigned during that stage.
A list of decision items that are being escalated for discussion in a review meeting.
With these features, Sales and Operations Planning helps companies quickly adopt a best practice S&OP
process that will help them achieve the greatest possible benefits.
STEPS TO ENABLE
To create a planning cycle:
1. Click Manage Planning Cycles in the Tasks panel drawer.

2. Select Create from the Actions menu.
3. Select an existing planning cycle to copy. You can use the default planning cycle.
4. Provide a name and set both the start date and end date for the planning cycle. Associate at least one
plan with the planning cycle, if available, to provide a plan target for drill-down links. You can also edit the
planning cycle later to associate one or more plans.
5. Update the list of participants by process stage.
6. Update activities and tasks, setting owners and assignees by process stage.
Manage Planning Cycles
7. Click Open Planning Cycle in the Tasks panel drawer and complete the new planning cycle.
94
Open Planning Cycle
Use process management activities and tasks to ensure adherence to Sales and Operations Planning
procedures. To enforce accountability, process activities and tasks in a planning cycle require both owners and
assignees.
A participant’s scope of the process is limited to the stages they belong to. Similarly, if a process stage is not
implemented, then do not include any participants in that stage. For example, if your existing Sales and
Operations Planning process includes the Demand Review, Supply Review, and Executive Review, then
maintain these planning cycle tabs. When you implement a formal Product Review, you can augment your
planning cycle template to include those participants, activities, and tasks.
KEY RESOURCES
Release Training – Introduction to Sales and Operations Planning: Align the Enterprise with Best
Practices Process Management, available at Oracle Cloud: Supply Chain Management Release
Readiness.
ARRIVE AT A CONSENSUS ONE-NUMBER ENTERPRISE OPERATING PLAN

In your S&OP process, you will want to design an operating plan that everyone can agree to. What’s needed is
a way to gather input from key stakeholders, turn this input into an unconstrained consensus forecast, and
have that forecast as the basis for your constrained operating plan.
95
Sales and Operations Planning combines multiple stakeholder forecasts from sales, marketing, and operations,
all developed according to the product and location hierarchies most meaningful to each stakeholder group. A
weighted average is determined using configurable percentage weightings that you can override. The resulting
final unconstrained consensus forecast from the demand review process becomes the basis for developing a
constrained operating plan that everyone can agree to. With this consensus planning feature, you can come up
with a one-number plan with buy-in from the organization and maximum possible accuracy.
STEPS TO ENABLE

The Consensus Forecast calculation depends on the Weighted Forecast measure. The Weighted
Forecast in turn depends on the Final Shipments Forecast, Final Sales Forecast, and Final Marketing
Forecast and their corresponding forecast weights. By default, the Weighted Forecast is equal to the
Final Shipments Forecast. To consider the Final Sales Forecast and Final Marketing Forecast in the
Weighted Forecast, enter values for the Final Sales Forecast Weight and Final Marketing Forecast
Weight measures.
The unconstrained Consensus Forecast is the output of the Demand Review stage. This includes
adjustments to the weighted Consensus Forecast. This is input for the Supply Review.
Supply Review output includes the operating plan. Further refinements to the plan may be made if
supply constraints cannot be resolved. Furthermore, the operating plan is compared to the financial
forecast in the Financial Review and may require more demand and supply shaping. The process is
repeated until the feasible consensus plan is approved for execution.
KEY RESOURCES
Readiness.
COLLABORATE WITH STAKEHOLDERS ON PLANS USING ORACLE SOCIAL NETWORK

Resolving issues requires effective collaboration on a communication platform that provides the right context,
history, and tools, and connects people without introducing another standalone social networking tool. In this
release, you can use Oracle Social Network to leverage the power of social collaboration that is directly built
into Sales and Operations Planning to:
Stay connected with plans and planning cycles to get updates.

Start a conversation and collaborate in real time and in multiple threads with key stakeholders.
Resolve planning issues and share recommended practices through social collaboration.
All communications are maintained with the proper business context and team engagement using Oracle Social
Network, effectively closing the collaboration gap.
STEPS TO ENABLE
To socialize a planning cycle as a conversation in Oracle Social Network:
Click Open Planning Cycle in the Tasks panel drawer and open a planning cycle.
1. Click the Social link to the right of the Edit Planning Cycle title.
2.
96
2. Click the Share button to create the conversation associated with the planning cycle.
To socialize a planning cycle stage as a conversation in Oracle Social Network:
1. Click Open Planning Cycle in the Tasks panel drawer and open a planning cycle.
2. Click a tab for one of the process stages, such as Product Review.
3. Click the Social link to the right of the Planning Activities title.
4. Click the Share button to create the conversation associated with the Product Review.
Planning Cycle – Product Review Conversation
In order to collaborate in Oracle Social Network, each stakeholder must have a person type of Employee.
KEY RESOURCES
Readiness.
97
ENSURE CONTINUITY AND PROVIDE ACCOUNTABILITY USING PLANNING NOTES
During the S&OP process, there is a need to document decisions made, changes to the plan, and the
assumptions, risks, and opportunities associated with those decisions and changes. With such documentation,
you can understand why decisions were made and who made them.
Using Sales and Operations Planning, you can attach notes to objects such as plans, product categories,
organizations, and customers, or in a table containing specific planning combinations. For example, you can
attach a note to a shipment forecast for an item-organization in a specific week so your peers know the
assumptions behind the forecast change. Documenting such qualitative information ensures S&OP participants
understand the context behind the plan. It also provides accountability for actions made during the S&OP
process, so that, for example, if a boost to planned demand turns out to be a mistake, there is a record of why
the change was made in the first place.
STEPS TO ENABLE
The author of a planning note is based on the employee information of the person who created the note. In
order for a note to display the correct author, the creator of the note must have a person type of Employee.
Planning notes created on level members such as product category are not plan-specific. This means that a
note associated with a level member is visible from any plan containing that member. Notes for product level
members (above the item level) can be managed in an open planning cycle as well as in a pivot table.
Manage Notes in a Planning Cycle – Notes Tab
98
Manage Notes in a Pivot Table
KEY RESOURCES
Readiness.
ACT BY CREATING NEW PLANS AND CONNECTING PLANS WITH EXECUTION

To determine the right plan, it is often necessary to simulate alternative what-if plans, and then determine and
select the best one for execution. Oracle Sales and Operations Planning Cloud provides aggregate planning
and simulation capabilities so you can evaluate different plans to balance supply with demand and meet your
business objectives. Seamless integration among S&OP, tactical planning, and execution systems ensures
that the S&OP process starts out with the most up-to-date information. Strategic decisions you make during the
S&OP process can easily be driven back into your tactical planning systems for execution.
PLAN AT AN AGGREGATE LEVEL FOR STRATEGIC TIME HORIZONS

For long-term strategic planning, you will want to plan at an aggregate level to address big picture questions
related to issues such as resource and workforce needs and adequacy of procurement and transportation
contracts. It’s important to plan at an aggregate level so you are not overwhelmed with unnecessary detail, and
thus slowing down the planning process with unnecessary complexity.
Tactical planning is often done at an item, site, and daily level, with a typical time horizon of three to 18 months.
With Sales and Operations Planning, you can plan at an aggregate level, for example, at the product category
and month level, focusing on critical components and resources over strategic time horizons that are typically
18 months to five years out. With aggregate planning capability, you can address long-term strategic planning
quickly and effectively and help your organization have the right capacity to profitably meet its long-term goals.
STEPS TO ENABLE
To run an aggregate plan:
1.
99
1. Open the Sales and Operations Plan Options.
2. In the Scope tab, select a Planning Time Level of Week, Months, or Fiscal Periods.
Selecting a Time Level for Aggregate Planning
3. In Plan Options, Supply tab, General sub-tab, select the Product Level and Customer Level in the
Aggregate Plan Attributes.
Selecting the Product and Customer Levels for Aggregate Planning
4. Run the plan.
The Bill of Resources must be loaded in order to run any Sales and Operations Plan, including an Aggregate
Plan. The assignment set also must be consistent with the plan. For example, a Category Level plan requires
Category level sourcing assignments.
KEY RESOURCES
Release Training – Introduction to Sales and Operations Planning: Creating Plans and Connecting
Plans with Execution, available at Oracle Cloud: Supply Chain Management Release Readiness.
RUN QUICK DEMAND SIMULATIONS TO REFLECT CHANGED ASSUMPTIONS

While the demand forecast is sometimes taken as a given at the outset of the S&OP process, you might want
to update the forecast to reflect changing assumptions, such as a change in pricing. In that case, you will want
to update the demand forecast from within the S&OP application. If you subscribe to either Oracle Planning
Central Cloud or Oracle Demand Management Cloud, Sales and Operations Planning allows you to run
demand simulations from within Sales and Operations Planning, using the forecasting capabilities of those
other services.
In contrast to rerunning the demand forecast in a separate demand application and bringing it back into the
S&OP application, the ability to run demand simulations within the S&OP application gives you a seamless user
experience. It also has the benefit of reducing data latency and speeding up your S&OP analysis by minimizing
the movement of demand plan data between applications.
STEPS TO ENABLE
To include a forecasting profile in a plan:
1.
100
1. Click Manage Plans in the Tasks panel drawer.
2. Click Create from the Actions menu to create a new plan or Edit Plan Options to edit plan options for
an existing plan.
3. Click the Demand tab in plan options.
4. In the Forecast Profiles area, click Add Row from the Actions menu to add a forecasting profile.
5. Select Forecast Shipments or Forecast Bookings. You can add another row to select both profiles in
plan options.
Forecasting Profiles in Plan Options
6. Click the Save and Run button.

7. Click to include the forecasting profile in Demand Plan Run Options.
Demand Plan Run Options
8. Click OK to run the plan.
101
Data edits made to Adjusted Shipments History and Adjusted Bookings History measures in Sales and
Operations Planning are considered for demand simulations when running a plan with the data refresh option
set to Do not refresh with current data. These edits are overwritten when running a plan with the data
refresh option set to Refresh with current data.
KEY RESOURCES
RUN RAPID SUPPLY SIMULATIONS TO BALANCE SUPPLY WITH DEMAND

During the supply review stage, you will want to run alternative what-if supply plans within the S&OP
application to balance supply with demand in the most profitable way. Long plan runtimes will limit the number
of alternatives you can consider. What you need is the ability to run what-if plans as quickly as possible.
With Sales and Operations Planning, you can run supply simulations from within the application with quick in-
memory processing. You can model supply scenarios to accommodate an increase in demand, or see the
impact of changes to any of the following supply parameters:
Resource availability for a planning resource in an organization

Supplier capacity available for a supplier item
Purchasing cost, to evaluate changes in supply chain costs
Item lead times
Item prices to evaluate changes in revenue
Safety stock to evaluate changes in projected inventory
Sourcing percentages
Usage quantities and effective dates in the bill of resources
With rapid supply simulation available in Sales and Operations Planning, you can be more responsive to
changing demand conditions and easily evaluate multiple supply plan alternatives so that you can pick the most
attractive one.
STEPS TO ENABLE
To run a supply simulation in a plan:
1. After making edits to demand forecasts and supply data in an open plan tab, click the Save button.
2. Select Run from the Actions menu.
3. Expand the Details area in Run Plan and make the following selections:
a. Data Refresh Options = Do not refresh with current data
b. Scope Options = Plan supply
c. Do not include forecasting profiles in Demand Plan Run Options
d. Supply Plan Run Options = Interactive
102
Run What-if Supply Simulation
4. Click OK.
Edits made to demand forecasts and supply data are considered for supply simulations when running a plan
with the data refresh option set to Do not refresh with current data. While demand forecast overrides are
retained, supply data edits are overwritten when running a plan with the data refresh option set to Refresh
with current data. You can reuse some edits made to supply data in the Items and Bill of Resources tables by
copying those changes to a simulation set.
KEY RESOURCES
SELECT THE BEST PLAN WITH PLAN OVER PLAN COMPARISON

In order to evaluate what-if plans, you need to be able to easily compare plans, such as an alternative plan
with the current operating plan, or one alternative plan with another. Sales and Operations Planning supports
the ability to compare plans side by side. Comparison measures calculate the differences between plan values
to highlight changes so you can consider the pros and cons of each plan. With plan-over-plan comparison, you
can quickly and easily determine which alternative plan yields the best business results.
103
Plan Comparison
STEPS TO ENABLE

The measure and dimension catalogs of the plans being compared must be the same in order for plan
comparison to work.
The planning calendar and planning time level must be the same for the plans being compared.
The metrics used to show the differences between plan values are selected in the Comparison Options
tab when creating or editing the table or graph.Selecting one or more metrics enables the Show
Difference icon on the toolbar, which toggles between showing and not showing the differences
between plans.
KEY RESOURCES
LINK TACTICAL PLANNING WITH S&OP

To link your tactical supply chain planning with your S&OP process, you will want to use your tactical plans as
the starting point for S&OP. Sales and Operations Planning is integrated with Oracle’s Supply Chain Planning
Cloud tactical planning applications. You can view demand and supply measures from Oracle Planning Central
Cloud, demand measures from Oracle Demand Management Cloud, and supply measures from Oracle Supply
Planning Cloud. Then, you can do aggregate analysis of this information directly in Sales and Operations
Planning. With this integration, your S&OP process starts off with the most accurate information, ensuring that
decisions reflect the most current information about your business.
104
STEPS TO ENABLE
1. In the Tasks panel drawer, click the Load Measures from Other Plans link. Select From Plan (source
plan name) and To Plan (Target plan name) in this page.
2. Select the measures you want to load from Planning Central, Supply Planning, or Demand Management
to Sales and Operations Planning.
3. Click Save and Close. A scheduled process starts automatically. This process copies the data from the
source Planning Central, Supply Planning or Demand Management plan into the Sales and Operations
Planning plan.
Loading Measures From Other Plan Types Into Sales and Operations Planning
4. After the scheduled process has completed, you can verify that the planning measure data has been
loaded into Sales and Operations Planning by opening a table or graph that is configured with the loaded
measures.

When you select a Planning Central, Demand Management, Supply Planning or Integrated Supply
Demand plan name from the From Plan list, the values are filtered for loaded plans with status =
Completed. This means that the plan has been run without errors. The values are also filtered to Public
plans and Private plans for which you are a member.
When you select a Sales & Operations Planning plan name from the To Plan list, the values are filtered
for loaded plans with status = Completed. This means that the plan has been run without errors.
From Plan and To Plan show the first ten plan names sorted alphanumerically with a Search… option
link at the bottom. Clicking the link opens the Search and Select Plan dialog. You can filter the search
using either plan name or plan type (Demand, Supply, and Demand and Supply fields).
You can select measures from Available Measures to load measures from the measure catalog of the
selected plan and add them to the list of Selected Measures for loading data into the Sales &
Operations Planning plan. Available Measures are filtered for measures that are common to the
Planning Central, Supply Planning, or Demand Management source plan and the Sales & Operations
Planning target plan. The list of measures must belong to both source and target plans.
If you define a custom measure group that contains the list of measures to be used in Integration, then
you do not need to look through all of the predefined groups for the available measures.
105
KEY RESOURCES
LINK S&OP PLANS BACK TO TACTICAL PLANNING

After you have an approved S&OP strategic plan, you will want this plan to drive your tactical supply planning
applications for S&OP plan execution. Because Sales and Operations Planning is integrated with Oracle
Planning Central Cloud and Oracle Supply Planning Cloud, the approved S&OP demand forecast can
automatically become the demand schedule for planning supply in those latter two applications. These
applications spread and consume the aggregate S&OP forecast. With integration between S&OP and tactical
planning applications, you can drive strategic decisions made as part of the S&OP process seamlessly into
tactical planning processes so that strategic decisions are executed upon.
STEPS TO ENABLE
1. Ensure that within the Sales & Operations Planning Plan Options, the Planning Product Level is set to
Item.
2. If the Planning Product Level within the Sales & Operations Planning Plan Options is set to Item and
Planning Customer Level is set to Customer Site, you must have the following measure level
settings within the Plan Options for the Planning Central or Supply Planning plan:
Product Hierarchy = Product and Product Level = Item
Organization Hierarchy = Enterprise and Organization Level = Organization
Customer Hierarchy = Customer and Customer Level = Customer Site
Demand Class Hierarchy = Demand Class and Demand Class Level = null
Time Hierarchy = Planning Calendar and Time Level = Planning Time Level
3. If Planning Product Level is set to Item, and the Planning Customer Level is set to Zone in Sales &
Operations Planning Plan Options, then the following measure level settings must be specified within the
Plan Options for the Planning Central or Supply Planning pl roduct Hierarchy = Product and Product
Level = Item
Customer Hierarchy = Customer Zone and Customer Level = Zone
4. Ensure that in Planning Central or Supply Planning, the Sales & Operations Planning plan has been
selected as a Demand Schedule. You can specify either Consensus Forecast or Approved
Consensus Forecast from the Sales & Operations Planning Plan in the Demand Plan Output field.
5. Ensure that in the Ship-to Consumption Level field, you have selected Item, Customer Site, or Zone.
106
To use Sales & Operations Planning plans in tactical planning, you must ensure that within Sales & Operations
Planning Plan Options, the Planning Product Level is set to Item. If Planning Product Level is set to
Category, then Sales & Operations Planning demand forecasts cannot be used in tactical planning.
KEY RESOURCES
INTEGRATE WITH ORACLE SUPPLY CHAIN MANAGEMENT CLOUD AND OTHER

SOURCES
To reduce implementation timelines and reduce total cost of ownership, you can use prebuilt integration
between Sales and Operations Planning and other Oracle Supply Chain Management Cloud applications. You
can also incorporate data from other external data sources.
COLLECT DATA FROM ORACLE SUPPLY CHAIN MANAGEMENT CLOUD APPLICATIONS

If you are using Oracle Supply Chain Management Cloud applications, you will want the ability to integrate
those applications with Sales and Operations Planning. Because Sales and Operations Planning is integrated
with Supply Chain Management Cloud, you can:
Use prebuilt integration to seamlessly obtain product, customer, and other master data as well as
transactions data into Sales and Operations Planning.
Use targeted data collection where data represents a business entity, or you can use net change data
collection, importing data that changed since the last run.
Use filters to collect a subset of the data. For example, to reduce the number of items collected, you can
filter according to the organizations being planned; or, to reduce the order history collected, you can filter
according to date ranges.
By integrating with Supply Chain Management Cloud, you and other stakeholders have visibility to all required
data necessary for an effective S&OP process.
STEPS TO ENABLE
1. Navigate to the Collect Planning Data page by selecting the corresponding task name in the Oracle
Sales and operations Planning work area.
2. Select the parameters, such as source system from which to collect and Targeted or Net Change
collection type.
3. Use the collection filters popup to select appropriate filters, such as Organizations and Catalogs to
collect.
4. In the Reference Data tab, select business objects to collect by moving them from the Reference
Entities box to the Selected Entities box.
5. In the Demand Planning Data tab, use a date filter to specify a date range to collect order history data,
and then select the shipment history and booking history related data to collect.
6. In Supply Planning Data tab, select business objects to collect, such as On Hand, Purchase Orders
and Requisitions by moving them to the Selected Entities box.
7. Save selections in the form of a collection template if needed. For subsequent collections submissions,
using a saved template enables you to skip steps 3 through 6.
8. Optionally, set collections to run at any frequency or time in the Schedule tab.
9. Start the collections process and record the request ID generated.
107
10. Monitor the request status by using the scheduled processes page. You can access this page by going
to Navigator,selecting Tools, and then selecting Scheduled Processes.
11. Review the log files to pinpoint data validation errors, if any.
12. Review the collected data in the Oracle Sales and Operation Planning work area.

Consider data dependencies if just a few business objects are to be collected. For example,
Subinventory data should be loaded prior to On Hand data. The data collection process loads business
entities in the correct sequence if they are part of the same collection cycle.
Start data collections after ensuring that the requisite data setups are complete in Oracle Supply Chain
Management Cloud.
KEY RESOURCES
Release Training – Introduction to Sales and Operations Planning: Integrate with Oracle Supply Chain
Management Cloud, available at Oracle Cloud: Supply Chain Management Release Readiness.
INTEGRATE WITH YOUR EXISTING THIRD-PARTY SYSTEMS

If you are not using Oracle Supply Chain Management Cloud applications, you will want to integrate Sales and
Operations Planning with existing systems. Sales and Operations Planning supports loading external data
such as master data, hierarchies data, and transactions data by way of flat files. Types of data imported by
way of flat files include:
Production history
Inventory history
Backlog history
Financial forecast value
Budget value
Supplier sales forecast
Manufacturing forecast
Custom measures
With this integration, you can use Sales and Operations Planning seamlessly with existing systems.
STEPS TO ENABLE
1. For existing measures, download the measure template and populate the template with appropriate
data. For a custom measure, download and populate the Measure Import Template. Complete the
templates required to specify all of your Sales and Operations Planning input data, as follows.
Data Type Collection Entities XLSM File Name

Reference Data Items ItemImportTemplate.xlsm
Item Costs ItemCostImportTemplate.xlsm
Catalogs, Categories, and
CatalogImportTemplate.xlsm
Item Categories
BillofResourcesImportTemplate.
Bill of Resources
xlsm
108
Customers and Customer CustomerImportTemplate.xlsm
Sites
Regions RegionsImportTemplate.xlsm
Zones ZonesImportTemplate.xlsm
RegionZoneMappingImportTempl
Region-Zone Mapping
ate.xlsm
Locations and Region-
LocationsImportTemplate.xlsm
Location Mapping
Organizations and
OrganizationImportTemplate.xlsm
Organization Sites
Suppliers and Supplier Sites SupplierImportTemplate.xlsm
Item Suppliers (Approved ApprovedSupplierListImportTempl
Supplier List) ate.xlsm
Currencies and Currency
CurrencyImportTemplate.xlsm
Conversions
Units of Measure and Unit of
UOMImportTemplate.xlsm
Measure Conversions
Calendars, Calendar
Exceptions, Shifts, Shift
CalendarImportTemplate.xlsm
Workday Pattern, Week Start
Dates and Period start Dates
CalendarAssignmentsImportTemp
Calendar Associations
late.xlsm
Carrier, Ship Mode of
Transport and Ship Class of CarrierImportTemplate.xlsm
Service
BookingHistoryImportTemplate
Demand Planning Data Booking History
.xlsm
ShipmentHistoryImportTemplate.
Shipment History
xlsm
Price Lists PriceListImportTemplate.xlsm
ForecastMeasureImportTemplate.
Forecast Measures
xlsm
FiscalCalendarImportTemplate.
Fiscal Calendars
xlsm
Custom Measures, Sales
and Operations Planning – CustomMeasuresImportTemplate.
Backlog, Inventory, and xlsm
Production History
ApprovedSupplierCapacityImp
Supply Planning Data Supplier Capacity
ortTemplate.xlsm
Resources, Resource Shifts ResourcesImportTemplate.xlsm
109
Resource Availability ResourceAvailabilityImportTempla
te.xlsm
Sourcing Rule and
SourcingImportTemplate.xlsm
Assignments
2. Navigate to the File Import and Export screen from the Navigator.
3. Click the + icon and select the files created in the first step. For Account, select scm/planning
/DataLoaderImport. Click Save and Close.
4. From the Plan Inputs Work Area, select Load Planning Data from Files.
5. Enter the required parameters to Load Planning Data from Files including Source system, Collection
Type, and Data file uploaded in the previous steps. Click Submit and record the request ID.
6. Monitor the request status by using the scheduled processes page. You can access this page by going
to Navigator, selecting Tools, and then selecting Scheduled Processes.
7. Review the log files to pinpoint data validation errors, if any.
8. Review the collected data in the Oracle Sales & Operations Planning work area.
Ensure that you have the proper external source system configured. The two types of external source systems
are:
External with no data uploaded to Oracle Cloud Applications except for Oracle Supply Chain Planning
Cloud.Support for this type of external system is new in this release.
Partially external with some data uploaded to Oracle Cloud applications. Support for this type of external
system is available with Release 12. Refer to Release 12 documentation for more information.
External system data for items, item structures, and catalogs is uploaded to Oracle Product Data
Model Cloud.
External system data for customers, customer sites, regions and zones is uploaded to Oracle
Trading Community Model Cloud.
External system data for sales orders is uploaded to Oracle Order Management Cloud.
KEY RESOURCES
Release Training – Introduction to Sales and Operations Planning: Integrate with Oracle Supply Chain
Management Cloud, available at Oracle Cloud: Supply Chain Management Release Readiness.
SUPPLY PLANNING
Oracle Supply Planning Cloud enhances operational efficiency and customer satisfaction. With Supply
Planning, you can plan item, material, and component supply, monitor supply performance, and respond to
demand, availability, and resource issues as they occur. Supply Planning builds upon Oracle Planning Central
Cloud, Oracle’s Cloud-based foundation for supply planning. With Supply Planning, you can review supply and
demand changes and simulate actions to minimize risk and cost. You can also significantly improve both the
speed and the quality of decisions using social collaboration, embedded analytics, and intelligent
recommendations, since supply planning presents complex supply chain information in a simple and business
focused format. Seamless integration with other Oracle Supply Chain Management (SCM) Cloud applications
bridges the gap between planning and execution by automatically triggering material transfers, manufacturing
work orders, and purchase requisitions based upon your actions in Supply Planning.
Your transition from Oracle Planning Central Cloud to Oracle Supply Planning Cloud plus Oracle Demand
Management Cloud is seamless. Your existing Planning Central plans are automatically available for you to
view, edit, and rerun in Supply Planning (and will produce the same planning results.) The tables and graphs
110
that you configured for use within Planning Central can be easily reconfigured for use in Supply Planning as
well. Similarly, your favorite page layouts of tables, graphs, and planning analysis views from Planning Central
can be reused in Supply Planning.
PLAN SUPPLY
The fundamental objective of supply planning is to reduce inventory levels while increasing customer service
levels by planning your entire supply chain. Supply Planning supports this across a variety of production
models and fulfillment strategies.
CREATE SUPPLY PLANS

You want to create supply plans that convert current and expected demand forecasts into a supply plan that
reduces inventory while preventing out-of-stock situations. This action is a complex balancing act that requires
a combination of powerful numerical techniques together with abilities to clearly communicate the plan results
and the issues to be resolved to the planner. Oracle Supply Planning Cloud contains an advanced supply
planning engine combined with advanced analytical and visualization capabilities. These capabilities allow you,
the planner, to quickly identify situations across your entire supply chain where there is supply-demand
imbalance and to rapidly resolve them.
Features in this release include:
Model global supply chain. Plan for the entire supply chain using flexible sourcing rules while taking
into consideration calendars for shipping, receiving, and manufacturing.
Spread and consume demand forecasts. Use the forecasts from Oracle Demand Management Cloud,
Oracle Sales and Operations Planning Cloud, or other sources; spread forecasts when the granularity of
demand planning time buckets is at a higher level than that of supply planning and consume these
forecasts with sales orders to obtain the net demand picture.
Recommend new supplies and reschedule or cancel existing supply orders. Supply Planning plans
to the schedule date on the order and recommends new supply orders, rescheduling or cancelling
existing supply orders after netting orders from forecasts and using the lead times on the item. The
recommendations include purchase orders to source material from a supplier, transfer orders to move
material from another organization in your supply chain, and manufacturing orders to manufacture the
product. The dates calculated for replenishment respect various calendars including shipping, receiving,
and carrier schedules.
Respect business rules related to supply. Supply Planning honors effectivity dates on components,
expiration dates on inventory lots and reservations of on-hand inventory, work orders, purchase orders,
and transfer order to sales orders.
Automate calculation of resource requirements. Plan and analyze resource requirements taking into
account the work definition in Oracle Manufacturing Cloud. The combination of the manufacturing
calendars and resource exceptions allows Oracle Supply Planning Cloud to recognize resource
availability and report exceptions when requirements exceed capacity.
STEPS TO ENABLE
To plan supply, define and launch a supply plan.
The plan options allow you to control the scope of planning and influence the behavior of the planning
processes. These options specify the scope of the plan in terms of items, organizations, time horizon, planning
measures, and supply planning behavior.
1. In the Supply Planning work area, navigate to the Manage Plans page, and click the Create icon. The
Create Plan page opens.
2. Define the plan options.
111
Scope Tab of Plan Options

Define plans with a ‘best practice’ choice for number of days. Choose a number of days that is relevant
to the typical lead times and time frame in which you make decisions without defining a plan that is too
large.
In the plan options, use the ‘Demand plan items only’ item selection criterion or a similar criterion (as
opposed to ‘All planned items’) to minimize the plan size.
Initially, in the plan options, select all of the organizations in your supply chain. Include source and
destination organizations for material transfers so that the plan has a complete picture of your supply
chain. Later, if required, you can choose to segment your supply chain into multiple plans.
KEY RESOURCES
Release Training – Introduction to Supply Planning: Product Overview and Plan Supply, available at
Oracle Cloud: Supply Chain Management Release Readiness.
CALCULATE AND PLAN SAFETY STOCK

Safety stock is a hedge against unexpected variations in demand that might otherwise impact customer service
levels, but as such, it is a cost to be minimized. Supply Planning can calculate the required buffer stock and
ensure that the projected inventory balance over time is not less than the calculated or specified inventory
stocking levels. You can:
Automatically calculate safety stock levels. Supply Planning considers demand variability when it
calculates safety stock. To arrive at the safety stock levels, Supply Planning uses MAD (mean absolute
deviation forecast error), MAPE (mean absolute percentage error), or arrival rate forecast errors, and the
service levels that are defined for an item at a facility or alternatively a common service level for the
entire plan.
112
Manually set safety stock levels. You can manually set safety stock levels for an item, either in the
Product Information Management work area or in Supply Planning, when an automated calculation is not
appropriate. Supply Planning can also use a “days of cover” paradigm to calculate a safety stock level
that varies according to time. Additionally, you can import safety stock levels if you calculate them
elsewhere.
STEPS TO ENABLE
Use any one of the four following methods to plan safety stock:
Specifying a constant (non-time varying) safety stock quantity – You can manually specify safety stock
quantities in the Items Page Simulation Set mode.
1. Set item/org attribute Safety Stock Planning Method to Not MRP Planned in the Specifications
tab.
Item Organization Specifications Tab in the Product Information Management Work Area
2. Set the supply planning plan option Safety Stock Planning Method to Use safety stock
quantities in the Supply: Advanced Options window of the Supply tab on the Plan Options page.
Oracle Supply Planning Cloud Advanced Plan Options
113
3. If both the item-org attributes, Safety Stock Quantity Override and Safety Stock Quantity are
null, then the collected safety stock levels are used which can be time phased.
Uploading time-phased safety stock levels – You can upload time-phased safety stock levels to the
planning tables via a CSV file.
1. Specify Period Start Date and Safety Stock Quantity.
Upload Template for Time-Phased Safety Stocks
2. Set item/org attribute Safety Stock Planning Method to Not MRP Planned.
3. Set the supply Planning plan option Safety Stock Planning Method to Use Safety Stock
Quantities.
The time-phased safety stock levels are only displayed in the Horizontal Plan, not the Items page.
Statistical Safety Stock Levels – Oracle Planning Central Cloud and Oracle Supply Planning Cloud
applications can calculate statistical safety stock levels if safety stock parameters are specified in the
Safety Stock tab of the Plan Options.
1. Set the item/org attribute Safety Stock Planning Method to Not MRP Planned.
2. Set the supply planning plan option Safety Stock Planning Method to Use Safety Stock
Quantities.
3. Select Calculate new safety stock quantities for end items in the Safety Stock tab on the Plan
Options page.
4. Specify safety stock planning parameters in the Safety Stock tab on the Plan Options page.
If the Plan Options parameters are blank, then Supply Planning does not call the new safety stock
planning tool to calculate safety stock levels. Else, it calculates item-org safety stock levels.
5. Check the Recalculate safety stock check box in the Run Plan window.
114
Run Plan Window
NOTE: If the Recalculate safety stock check box is not selected, then the new values are not calculated for
safety stock levels based on the parameters in the Safety Stock tab on the Plan Options page.
Days of Cover – Safety stock levels can also be calculated based on days of cover and demand period.
1. Set the item/org attribute Safety Stock Planning Method’ to Days of Cover in the Specifications
tab.
2. Specify values for Demand Period and Days of Cover.
Oracle Product Information Management Item Organization Specifications Tab
3. Set the supply Planning plan option Safety Stock Planning Method to Use Safety Stock
Quantities.
115
If you do not select the Recalculate safety stock checkbox in the Run Plan window, then the plan does not
calculate the new safety stock values based on the statistical safety stock parameters. Its supplies are planned
based on the values specified in the Safety Stock Quantity or Safety Stock Quantity Override fields.
KEY RESOURCES
TAILOR THE SCOPE OF PLANS TO YOUR BUSINESS NEEDS

Control the scope of planning to match your business needs. Easily change the scope to adapt to changing
business conditions.
Create named plans. Create a named plan and identify the locations and items, along with the
hierarchies that you will use for data analysis.
Define planning scope. Plan supply based upon sales orders and one or more forecasts (demand
schedules) from Oracle Demand Management Cloud, Oracle Sales and Operations Planning Cloud, or
external systems. Alternatively, you can use a manufacturing plan to plan detail below a leveled
production plan.
Enforce fine-grained access control. Restrict access to individual plans based upon user, and limit
access across plans to the data within a planner’s scope of responsibility.
Supply Plan Definition Via the Plan Options Page
116
STEPS TO ENABLE
No steps are required to enable this feature .
Before creating new supply plans, you must setup and configure the following e to define new supply
plans:
Collect or Load Planning Data: Collect reference and transaction data using the Collect Planning Data
or ‘Load Planning Data from Files’ task.
Sourcing Assignment Sets: Create sourcing rules and set up assignment sets using Manage Sourcing
Rules and Manage Assignment Sets tasks.
Dimension Catalog: Update the dimension catalog to use appropriate calendars.
Sizing: Based on plan horizon and volume, ensure that the Supply Planning Engine Server is sized
appropriately.
KEY RESOURCES
PLAN FOR CONFIGURE-TO-ORDER PRODUCTS

Planning for configure-to-order products introduces special considerations related to the dependent demand of
product options and the different methods of fulfilling configured products. To attain high customer service
levels while reducing the inventory of finished goods and components, Supply Planning in a configure-to-order
environment allows you to:
Consume forecasts for models. Consume orders for the configured product from model forecasts.
Plan component requirements. Derive the demand on lower level options and option classes according
to planning percentages. The planning percentages can either be defined in the work definition or
determined based on historical ordering patterns of options when using an integrated demand and supply
plan.
Plan resource requirements. Derive the resource requirements according to planning percentages
defined on the work definition. This allows you to identify potential resource overloads by deriving the
load on the resources required to manufacture the assembly that might be dependent on selected
options.
Identify supplier capacity overloads. Gain visibility to potential supply issues at supplier sites by
consuming the supply requirements for the configured items from the supplier capacity defined at the
model level.
Plan option-dependent lead time. Ensure that options are available to manufacture the configured
product at the planned time by offsetting the required component lead times.
STEPS TO ENABLE
1. Create and configure a sales order for the Model.
2. Create a manufacturing work definition for the Model item.
3. Collect data from the source systems into Supply Planning, including the item structure, work definition,
and sales order entities.
4. Create a new plan. In the Plan Options page, specify the plan type as either Supply Plan or Demand
and Supply Plan.
117
Setting the Plan Type in Plan Options
5. Check the plan option ‘Explode model forecasts’ in the Supply tab to enable the forecast explosion
process within Supply Planning
Setting the Explode Model Forecasts Control in Plan Options
6. If the plan type is ‘Demand and Supply Plan’ you can optionally check the ‘Use forecasted planning
percentages instead of collected data’ option to use the forecasted planning percentages to perform the
forecast explosion in Supply Planning
Configuring Supply Planning to Use Calculated Instead of Item Structure Planning Percentages
7. Run the plan to verify that the model forecast is consumed by the sales order for the configured item and
the unconsumed model forecast is exploded down to the underlying option classes and options using
lead time offsets

Supply Planning respects the assignments between the first level components of a Model item and the
operations of the Model item’s work definition. Any operation assignments made to lower level
components of the Model item, within the Work Definition screen in Manufacturing, are ignored by
Supply Planning. In such cases, Supply Planning will associate the first level component to the first
operation of the Model item’s work definition.
You have to use the plan option ‘Explode model forecasts’ to control the forecast explosion process
within Supply Planning. The item attribute “Forecast Control” is not used in Supply Planning.
KEY RESOURCES
118
PLAN FOR MULTIPLE FULFILLMENT STRATEGIES
Modern businesses use a variety of fulfillment strategies, such as contract manufacturing, drop-shipment and
back-to-back order flows, which are often interchangeable based on customer or order-specific situations.
While this approach can deliver flexibility and cost advantages, it further complicates the planning problem. To
fully support these strategies in an optimal way, Supply Planning allows you to:
Plan for contract manufacturing. Plan outsourced manufacturing locations as if they were in-house
manufacturing plants. Plan for supply, taking into consideration work-in-process and on-hand inventory at
the contract manufacturer so customer service levels remain high. Plan for the components you supply to
the contract manufacturer. Automatically create the documentation that is required to manufacture the
product at the contract manufacturer when you release the planned supply orders.
Plan for drop shipments. Consume drop-shipped orders from the forecast, and honor supply
reservations for them. Plan the transit time between the supplier and customer site, taking the supplier,
supplier shipping, carrier, and customer receiving calendars into account.
Plan back-to-back orders. Consume the back-to-back orders from forecasts, and honor supply
reservations for them. Plan the transit time between the supplier and the receiving organization, taking
the supplier, carrier, receiving organization, and customer calendars into account.
Plan for outside processing operations. Plan for supply using the appropriate lead times required for
processing material at a third party, based upon the manufacturing work definition.
Support expense destination transfers. Consider expense destination transfers as independent
demand, so all demand is accounted for in the planning process.
STEPS TO ENABLE
To enable planning for contract manufacturing:
1. Collect data for the contract manufacturing organization.

2. Include the contract manufacturing organization in your plan.
3. Create sourcing rules for the contract manufactured items and components. The work orders are planned
by Supply Planning. Component demand is created, which leads to the selection or creation of supplies
for the lower level components.
To enable planning for drop shipments:
1. Define an item organization with any organization code, which can be referred to as the drop shipment
validation organization and can be used only for planning.
a. Designate the drop ship validation organization in the Manage Source Systems form.
2. Add your drop ship items to the drop ship validation organization.
a. Set the planning method to MPS Planned or MRP planned.
3. Set up drop shipment sourcing by defining a global sourcing rule and specify a Buy From supplier and
supplier site.
a. Assign the global sourcing rule to an assignment level of item or category.
b. Optionally assign it to a customer or zone.
4. In the Setup and Maintenance work area in Manage Transit Times, define transit times between
suppliers and customers as:
a. From zones, regions, and supplier sites
b. To zones, regions, and customer sites
5. Collect sales orders and purchase orders, which will include the drop ship sales orders and drop ship
purchase orders.
119
5.
a. In the collected data, the collected drop ship sales orders show the ship-from organization as the
drop ship validation organization.
b. In the collected data, the collected drop ship purchase orders show the ship-to organization as the
drop ship validation organization.
6. Collecting drop shipments also creates a pseudo reservation between the drop ship sales order and
purchase order, which is only visible in Supply Chain Planning Cloud.
7. In Oracle Demand Management Cloud, optionally create forecasts for drop shipments using collected
sales order history, which includes your drop shipments.
8. Optionally define an approved supplier list entry for the drop ship supplier and upload supplier capacity
via CSV files to Supply Chain Planning Cloud.
9. Create a plan and in the Advanced Options dialog box, and select the Include drop ship demands
and supplies check box. Selecting the check box automatically includes the drop ship validation
organization in the plan organizations list.
10. If you want to view drop shipment sales orders in the plan, in the Scope tab, set Supply Planned Items
to one of the options which includes sales orders.
11. Launch the plan. Note that drop shipment supplies pegged to forecasts cannot be released.
To enable planning for back-to-back:
1. Set the Planning Method item-organization attribute to either MRP Planned or MPS Planned to include
the back-to-back item in plans.
2. Define sourcing for the back-to-back items and include the sourcing rule in your Oracle Global Order
Promising Cloud assignment set.
3. Oracle Global Order Promising Cloud schedules the sales order and at the same time creates a supply
recommendation, which is passed to Oracle Supply Chain Orchestration Cloud.
a. Oracle Supply Chain Orchestration Cloud selects a supply, or creates a supply if it’s not available.
b. Supply Chain Orchestration creates a reservation between the supply and the sales order for the
back-to-back item.
4. For your plan, include organizations with back-to-back items, sales orders, and supplies.
5. Launch your supply plan.
6. Analyze supply shortages and capacity overloads or your back-to-back items using any of the standard
planning tools.
a. Supply Planning respects the reservation between the back-to-back sales order and supply.
7. New supplies for back-to-back sales orders cannot be released from planning. Only Global Order
Promising can manage back-to-back sales orders and send the recommendations to Supply Chain
Orchestration.
To enable planning for outside processing:
1. For an item which has outside processing steps, set the Planning Method item-organization attribute to
either MRP Planned or MPS Planned.
2. Define a work definition to include an outside processing operation, specifying the fixed and variable lead
times.
a. Collect work definitions and review them in the collected data UI to confirm that the outside
processing operation is collected with the lead times.
3. In the plan, include the organization which has outside processing operations in the work definitions.
4. Run the plan.
5. After the plan run completes, check an item with an outside processing step.
6. Navigate to the resource requirements for a work order or planned make order for the item.
a. In the Resource Requirements page, outside processing operations are shown with the
Resource name as Outside Processing.
120
6.
b. The start date and end date of the outside processing operation are calculated using the fixed and
variable lead time values specified for the operation.
7. Planned orders for items that include outside processing operations in their work definitions can be
marked for release and then released. Work orders created in Manufacturing Cloud will include the
outside processing operations.
To enable planning for expense destination transfers:
1. For an item which has expense destination transfers, set the Planning Method item-organization attribute
to either MRP Planned or MPS Planned.
2. Collect transfers from the source. Expense destination transfers are automatically included.
3. Define and launch a plan for organizations which have items with expense destination transfers.
The plan recognizes the expense destination transfer as a demand at the source organization and
it is displayed as a sales order.
There is a new column called Expense Destination Transfer in the Supplies and Demands page,
which is set to ‘Yes’ for these transfers.
The plan does not include the expense destination transfer as a supply at the destination
organization.
Shipments of expense destination transfers are not collected and are not included in the plan as a
supply at the destination organization.
KEY RESOURCES
MONITOR SUPPLY CHAIN PERFORMANCE

The prior generation of supply planning systems has required a great deal of specialized skills combined with
“tribal knowledge” to identify and resolve issues. Oracle Supply Planning Cloud is designed to reduce the need
for insider knowledge, improve planner productivity, and reduce the time required to identify and prioritize
supply chain problems.
MONITOR PLAN PERFORMANCE AT THE AGGREGATE LEVEL

With Supply Planning’s visual summaries of plan data, you can evaluate enterprise plan performance at a
glance and clearly reveal trends and highlight deviations from enterprise goals. With Supply Planning, you can:
Review a plan summary. Model future business performance and narrow down issues at a high level,
with one-click access to supporting charts and graphs that can help you understand the root cause.
Use seeded info tiles to explore your plan. Access seeded info tiles that present a snapshot of plan
performance, including revenue, margin, forecast attainment, demand at risk, inventory turns, lead time
compression, utilization, capacity, excess inventory, and obsolescence.
Use configured info tiles to explore your plan. Create your own info tiles representing plan
performance. In addition to using predefined metrics, you may also derive plan performance metrics
using measures that are unique to your enterprise.
121
Seeded Plan Summary
STEPS TO ENABLE
No steps are required to enable predefined plan summaries.
To create a custom plan summary:
1. In the plan tab in the Supply Planning work area, navigate to Actions > Manage Tables, Graphs, and
Analysis Sets > Create icon > select Table or Graph to define your tables and graphs.
2. To define tiles, navigate to Actions > Manage Tables, Graphs, and Analysis Sets > Create icon >
select Tile. This definition includes the performance measures to be displayed in a tile in the top row of
the Plan Summary, as well as the supporting tables and graphs shown at the bottom of the Plan
Summary when that tile is selected.
3. To define a tile set, navigate to Actions > Manage Tables, Graphs, and Analysis Sets > Create icon >
select Tile Set. A tile set groups multiple tiles into a complete plan summary.
4. Open plan summary from the Open menu by searching for and then selecting the name of the tile set.
KEY RESOURCES
Release Training – Introduction to Supply Planning: Monitor Supply Chain Performance, available at
USE GUIDED NAVIGATION TO ANALYZE ROOT CAUSES

To reduce the time required to analyze the root cause of issues and support corporate reporting tasks, you can
use over 50 prepackaged tables and graphs that you can change to suit your requirements. With Supply
Planning Cloud, you can:
122
Analyze root causes. Drill down from aggregate-level info tiles to detailed worksheets that help you
understand the issue better. All the seeded worksheets provide in-context navigation to related data to
validate any hypothesis you may have.
Analyze, update, and review forecast changes. View and update data at multiple levels of the
hierarchy through the seeded Forecast Analysis worksheet.
Analyze, update, and review supply and demand in aggregate time buckets. Understand where and
when supply and demand is out of balance with the seeded Material Plan worksheet. You can clearly see
projected supply and demand trends in aggregate time buckets, including forward looking inventory
positions.
Optimize resource usage. Review resource requirements and availability with the Resource Plan
worksheet. This table helps you understand resource utilization over time and take remedial action for
over-capacity and under-capacity situations.
Analyze, update, and review supply and demand in detail. Analyze demand and supply pegging at
the most detailed level (sales orders, purchase orders, transfer orders, and planned orders) using the
Supplies and Demands screen.
Analyze supply pegging. Easily visualize how supply at multiple levels is pegged to demand using the
Supply Pegging screen. The pegging analysis allows you to easily understand demand separated out on
various dimensions such as time, order types, or customers and visualize the pegging of not just the top
level assemblies but also the associated components.
Analyze plan master data. Analyze items, item structures (bills of material), work definitions, resources,
resource capacity, resource requirements, supply chain bills, suppliers, and supplier capacity through
other worksheets.
Material Plan
STEPS TO ENABLE

You cannot modify seeded worksheets and analytics. However, you can duplicate and then configure
them.
You can create custom worksheets and analytics with personalized formatting to suit specific business
requirements. You can also create links to and from these worksheets for contextual navigation from
other worksheets.
123
KEY RESOURCES
ANALYZE BUILD PLAN

Supply Planning’s build plan allows you to simultaneously view resource and material requirements in the
context of demand for an assembly on a time-bucketed basis, thereby reducing supply and resource
bottlenecks. The build plan allows you to:
Get a 360 degree view of supply and demand. Review time-bucketed supplies, demands, and
resource utilization for any assembly or subassembly and its related components and resources.
Understand the imbalance in component supply. Highlight the supplies (of components) offset in time
for a selected demand.
Review order details. For the selected aggregate demand or supply quantity in any bucket, identify the
individual orders that make up the quantity in the bucket.
Focus your view. Configure the layout of the analysis to show only the components, resources, and the
measures that are of interest aggregated in time buckets such as weeks or months selected by you.
Build Plan
STEPS TO ENABLE
To configure and view a build plan:
1. In a plan tab in the Supply Planning work area, click Open, and click Full Pane to search for and open
the table named Build Plan.
2. When you open Build Plan, there is no context on which items you want to see. To select the items for
which you want to view the Build Plan, click the Criteria drop-down and click Manage.
124
Selecting Context Criteria for the Build Plan
3. The Manage Criteria dialog box allows you to create, read, update, or delete a named criteria, which
determine the end items, components and resources that are displayed in Build Plan. You can either
choose an item or a category of items as your end items. Optionally, you can filter to show only the build
plan of an item/organization combination. Once you select the end item criteria, click the Refresh lists
button. This action builds a list of components and resources that are used in the assembly of the
selected end item or category.
Configuring the Items and Resources to Display in the Build Plan
4. After selecting the required criteria, the screen displays the end items, components, and resources
identified in the criteria.
5. Select the measures and time buckets to display by clicking Manage in the Layout drop-down.
125
Selecting a Layout for the Build Plan
6. The Manage Layouts dialog box is a structure similar to the Manage Criteria dialog box. You can create,
read, update, and delete layouts.
a. Click the Add (‘+’) icon to insert a row into the table.
b. Provide a name for the layout.
c. Select the time bucket type (period, week, or day) that will be used in the Build Plan.
d. Select the measures to include in the layout. You can select different measures to display for end
items, components, and resources.
Configuring the Measures to Display in the Build Plan
7. After you have selected the criteria, expand the root node and see the measures included in the layout
as well as the selected time level used for the columns.
126
Configured Build Plan
KEY RESOURCES
CONFIGURE EMBEDDED ANALYTICS AND NAVIGATION TO SUIT YOUR NEEDS

Increase your productivity with a visual, fully configurable user interface. With Supply Planning, you can:
Configure the workspace to organize your analysis. Choose which tables and charts to display on the
screen to facilitate holistic analysis, for example, analyze the material plan and the resource plan at the
same time. This allows you to analyze and manage aggregate and detail information in one screen
without having to switch back and forth.
Configure planning dimensions and hierarchies. Quickly analyze large data sets in terms of common
planning dimensions and hierarchies (product, customer, geography, resources, supplier, and time). View
data measures at any combination of dimensions, at any hierarchy level.
Configure tables for multidimensional data analysis. Combine demand, inventory, and supply data
measures in a single table to enable consistent views, comparison and analysis, including alternate units
of measure and monetary value.
Create new data analysis worksheets. Create new worksheets using data visualization tools like tree
maps, sunburst charts, line graphs, bar charts, and tables or use existing worksheets as the baseline to
construct variants that meet specific planning needs. You can share these variants with other users or
make them private.
Configure navigation between charts and graphs and enable guided navigation. Define which
worksheets you can drill down to with context from an existing worksheet or graph element.
Configure favorite lists, saved query criteria, and analysis sets. Reduce the time required to bring
the right data into worksheets for further analysis.
STEPS TO ENABLE
127
You can reuse page layouts across plans, simulation sets, and plan inputs.
Consider creating multiple layouts that are specific to a task rather than creating one layout that opens
multiple tables and graphs.
KEY RESOURCES
TAILOR THE USER INTERFACE TO YOUR ENTERPRISE STANDARDS AND PROCESSES

To adapt the system to your specific requirements, you can personalize the user experience using Oracle
Page Composer. This tool allows you to change and update the style of field labels, adjust column sorting in
tables, and show or hide fields. For example, you can change the label on a field from “Item” to “SKU,” or hide
certain plan options so planners can’t select them. The resulting user experience is tailored to your enterprise
standards and processes, improving accuracy, efficiency, and user acceptance.
The following screenshot shows the ’Customize Pages’ task that you can use to customize the user interface:
Accessing Page Composer
STEPS TO ENABLE

It is recommended not to use the Page composer to modify the views in pivot tables or graphs in the
Supply Planning work area. Such changes will not be specific to the selected pivot table or graph, but
will impact all pivot tables and graphs.
It is recommended to use the Page Composer’s ‘Select’ mode instead of ‘Design’ mode to modify the
page content.
128
KEY RESOURCES
ANALYZE PLANS USING YOUR OWN MEASURES AND HIERARCHIES

Align your planning activities with your business objectives by incorporating the business metrics that matter to
your business in the planning process and analyzing using custom hierarchies. With Supply Planning, you can:
Create new measures. Create new measures that are the result of mathematical operations on other
measures, or completely independent data measures whose data is manually entered or imported by
way of flat files.
Aggregate measure data. Control the aggregation of these measures from the lowest levels of its data
dimensions.
Disaggregate measure data. Control how Oracle Supply Planning Cloud disaggregates data down to
the lower levels along the different hierarchies when data is manually entered at aggregate level.
The following screenshot shows the Manage Planning Measures task that you can use to define and manage
measures:
Manage Planning Measures Page
Custom hierarchy definitions can be either collected from the source system or uploaded using files from an
external source.
STEPS TO ENABLE

Measures can be grouped into appropriate functional groupings to manage them better.
While creating custom measures, the ‘stored level’ can be set appropriately to avoid redundant data
granularity. This can be set during measure definition as shown in the following screenshot:
129
Setting the Stored Level for Each Dimension of a Measure
This can be set by users only for custom measures but not seeded measures.
After the custom measures are created, they are not enabled by default in all plans. They can be added
by adding them to a Measure Catalog that can then be assigned to a Plan. When including a custom
measure in the measure catalog, it is important to ensure that all the base measures used in the
calculation of the custom measure’s expression, if any, are also included in the measure catalog.
After custom hierarchy definitions are uploaded or collected, you can enable them in plans by including
them in the appropriate Dimension catalog. They are not included by default.
Editable custom measures can be configured to use different disaggregation rules as specified in the
measure definition in the following screenshot:
Configuring How Measure Values Entered at Aggregate Levels are Disaggregated to Lower Levels
KEY RESOURCES
ANALYZE PLAN IN A SPREADSHEET

While Supply Planning contains a great many tools to display and analyze data, many planners also make use
of spreadsheets for both offline analysis and to update the plan data. To seamlessly support this interaction
you might:
Analyze your plan offline. Download data from any table for off-line analysis.
Edit the plan and synchronize changes back to the system. Edit the downloaded data and make
mass updates in Microsoft Excel™ and upload changes back. This capability is available for data
downloaded from the Supplies and Demands screen and items.
The following screenshot shows the ‘Edit in Spreadsheet’; functionality that you can access from the Supplies
and Demands page using the Actions menu.
130
Editing Supplies and Demands in a Spreadsheet
STEPS TO ENABLE
You must perform the following setup steps to enable the ‘ Edit in spreadsheet’ feature:
The client device must have Oracle’s Desktop integration plug-in installed along with the spreadsheet
software.Click ‘Download Desktop Integration’ to download Oracle’s Desktop integration plug-in from the
Application Navigator’s Tools menu as shown in the following screenshot
Downloading the Desktop Integration Plug-In
This plug-in is not required for the ‘Export’ functionality for exporting data from any table for offline analysis.
131
Expressions in Pivot Tables: The ’Export’ feature exports data from the cells/columns as values and
not expressions in case of calculated measures.
Data Security: The ‘Edit in Spreadsheet’ feature uses the same data security rules that are setup and
configured in the Supply Planning work area.
KEY RESOURCES
RESPOND TO CHANGING CONDITIONS

However good your plans are, things change and you need to respond to the changes in demand and supply.
Quick and efficient response to these changes requires you to evaluate what-if situations, identify further
opportunities to improve performance, and to prioritize actions to minimize disruption and maximize business
impact. Supply Planning was designed specifically to deliver these capabilities.
SIMULATE CHANGES AND IDENTIFY OPPORTUNITIES

Simulation of different scenarios allows you to investigate different courses of action when encountering supply
chain issues. With Supply Planning, you can:
Simulate changes to the supply chain. Identify best course of action for longer term supply chain
issues by simulating changes to your sourcing rules.
Simulate dynamic changes to plan data. Compare baseline and simulation plans to evaluate the
impact of plan changes. Make changes to supply and demand dates and quantities, item attributes that
affect planning, item structures (bills of material), work definitions, resource attributes (including resource
availability), operation-resource attributes, and supplier attributes (including supplier capacity) at
aggregate and detailed level and monitor its effect on the plan.
Apply simulation edits consistently across planning scenarios. Define simulation sets to manage
plan changes on an ongoing basis or apply them to multiple named plans. You can associate a
simulation set with any affected plan that requires evaluation, and copy any changes you make in a plan
into a simulation set. Simulation changes include supply and demand dates and quantities, item
attributes that affect planning, item structures (bills of material), work definitions, resource attributes
(including resource availability), operation-resource attributes and supplier attributes (including supplier
capacity).
Analyze demands at risk. Identify the most important orders that are at risk of being late. Oracle Supply
Planning Cloud prioritizes recommended supply order changes based upon their demand impact. You
can accept some or all of the recommendations and then rerun the plan to ensure that there are no other
issues before releasing changes back to the execution system.
Simulate hot demand. Understand the impact of accepting a hot demand by injecting the simulated
order into the plan and seeing the effects on resources and material requirements.
Simulate order pull-in. Assess the feasibility of pulling in existing orders to meet corporate financial
targets.
STEPS TO ENABLE
132
You can evaluate the ability of a supply chain to respond to sudden, high priority demands, commonly
known as hot demands by adding manual demands.
In the Demand Fulfillment page, you can accept recommendations to expedite supplies or add capacity,
and then rerun the plan with the ‘Do not refresh with current data’ option selected.
KEY RESOURCES
Release Training – Introduction to Supply Planning: Respond to Changing Conditions, available at
COMPARE PLANS
Plan comparison allows you to holistically measure and judge the effect of changes by copying a plan to a
simulation plan and then comparing the effect of changes with the baseline plan. With Supply Planning, you
can:
Compare aggregate plan metrics. You can compare two plans and understand what changed at an
aggregate level. For example, you can compare metrics, such as revenue, demand at risk, exception
count, and so on.
Compare plans at detail level. You can query the supplies and demands when something is different
between two plans using the Order Comparison screen. For example, you can compare the baseline plan
with the simulation plan and filter to show only those orders where the suggested due date changed by
more than a specified number of days.
133
Order-Level Comparison Between Two Plans
STEPS TO ENABLE
When using the Compare Plan action to compare metrics in two plans:
The measure and dimension catalogs of the plans being compared should be the same for the plan
comparison to work.
The planning calendar and planning time level need to be the same for the plans being compared with
plan comparison.
The metrics used to show the differences between plan values are selected in the ‘Comparison Options’
tab when creating or editing a table or graph.Selecting one or more metrics enables the ‘Show
Difference’ icon on the toolbar that allows toggling between hiding and showing the differences between
plans.
When using the Order Comparison report to compare orders in two plans:
The majority of the search panel fields are filtering based on values from the current plan, such as item,
organization, customer, and supplier.For example, when filtering by item, the system uses the item from
the current plan.
following search panel fields in the Order Comparison report are based on the comparison between
plans:
Changed Demands tab: At-risk order comparison
Changed Supplies tab: Suggested due date change
KEY RESOURCES
134
MANAGE BY EXCEPTION
All plans generate exceptions. Without effective exception management, the planner can be buried in a mass
of minutiae without the tools to identify and resolve the “keystone” issues. Oracle Supply Planning Cloud has
exception management that enables you to set performance thresholds, directing you to those which are the
most important. With Supply Planning, you can:
Configure the thresholds for reporting on exceptions. Report on over 20 types of predefined
exceptions, based upon thresholds that you specify.
Configure exception sets. Identify the exceptions that are important for your plan in an exception set.
Only these exceptions are calculated and reported.
Summarized exception reports. Use summarized reports of exceptions on items, resources, suppliers,
and customers to understand where and when planning exceptions are occurring.
Analyze plan exceptions. Directly drill down from exception summary views to relevant data to
understand root causes and formulate action plans. Navigation options include the Material Plan,
Supplies and Demands, and Exception Details screens, all of which you can configure to your
requirements.
Configure your own exceptions. Identify variances of the plan from performance thresholds for
situations that are unique to your business. For example, you can set up a new exception that alerts you
when the percentage of demand that is at risk of being late exceeds a threshold you set. You can set
custom exception thresholds on any measure.
STEPS TO ENABLE
Mandatory setup
1. Associate a plan with an Exception Set in its Plan Options. Only those exceptions that are
specified in the Exception Set are generated by the plan.
Setting an Exception Set in Plan Options
2. If you do not see the exceptions table in your default page layout, select it by clicking the ‘Open’
button in the Planner Workbench.
135
Opening an Exceptions Table
Optional setup
1. Configure your own exception set and exceptions using the Configure Exceptions and
Configure Exception Sets configuration tasks.
Configuration Task Menu
The Configure Exceptions Sets task allows you to specify the exceptions that will be calculated
by the Supply Plan. You can use the Filters tab to restrict the exceptions to specific organizations,
suppliers, categories, or customers.
Selecting the Exceptions to Be Calculated in a Supply Plan
136
You can configure your own exceptions or change the thresholds used for calculating the existing
exceptions using the ‘Configure Exceptions’ task. For example, for an existing exception, such as ’
Item Below Safety Stock’, you can specify thresholds in terms of its value, number of days, or
quantity.
Setting an Exception Threshold
Creating a Custom Exception
137
2. To view exception data, item, resource, and supplier quickly and easily, group the related
exceptions together within separate views as shown in the following figure. For example, ’Item
Exceptions’ shows you all the item-related exceptions in a single page.
Item Exceptions
3. Configure drills from exceptions to other plan views using the Manage Links action. Drills to
useful pages, such as Supplies and Demands and others are already enabled by default for every
seeded exception.
Creating a Link From an Exception to Another Plan Data View

Use the Configure Exceptions Set task to specify the list of exceptions that are evaluated by the Supply
Plan. You can use the following predefined exceptions to get started quickly on identifying problems:
Seeded Exception
Demand Quantity Not Satisfied
Demand At Risk Due to Insufficient Lead Time
Demand At Risk Due to Resource Shortage
Demand At Risk Due to Supplier Capacity Shortage
138
Seeded Exception
Items Below Safety Stock
Items with Excess Inventory
Items with Expired Lots
Items with a Shortage
Late Replenishment for Sales Order
Late Replenishment for Forecast
Late Supply Pegged to Sales Order
Late Supply Pegged to Forecast
Order Sourced from Alternate Facility
Order Sourced from Alternate Supplier
Orders to be Canceled
Orders to be Rescheduled In
Orders to be Rescheduled Out
Orders with Insufficient Lead Time
Past Due Orders
Past Due Sales Orders
Planned Order Uses Alternate Work Definition
Resource Overloaded
Supplier Capacity Overloaded
Configure exception thresholds to highlight problems that are really important.

Use the Configure Planning Analytics task to configure exceptions as Analytics (tables or graphs).
This allows you to view exception-related data (number of exceptions, quantity, value, and so on) at
higher aggregation levels.
KEY RESOURCES
PRIORITIZE WORK ORDERS WITH READY-TO-BUILD STATUS

Typically, it is undesirable to release a work order to the shop floor if all of the material will not be available. To
improve shop floor productivity by prioritizing planned work orders for release that meet this criteria, Supply
Planning provides information on the quantity as well as the percentage of the recommended planned order
quantity that can be built using on-hand stock. You can then decide whether to release the work order at all or
to release only the quantity that can be built using on-hand component inventory.
STEPS TO ENABLE
The following setup is required for prioritizing a work order with Ready-to-Build status:
139
1. Access the Items page and set the item/org attribute Consider in Clear-to-Build to Yes for the
component items that you want to include in the calculation of Ready-to-Build Quantity for the parent’s
assembly supplies.
Marking the Items to Consider for the Ready-to-Build Calculations
Ready-to-Build Quantity and Ready-to-Build percentage are calculated only for supplies of Make items. They
are calculated both for planned orders as well as for existing work orders.
KEY RESOURCES
COLLABORATE WITH SUPPLIERS

Informed planning decisions require an understanding of the constraints faced at a supplier site. Supply
Planning, in conjunction with Oracle Supply Chain Collaboration Cloud, allows you to publish a statement of
requirements as determined by the plan to a supplier and receive a commitment against this forecast. This
commitment is recognized as supplier capacity in Supply Planning. Planners can then monitor requirements
against this commitment and be alerted when requirements exceed supplier capacity.
STEPS TO ENABLE
Mandatory setup
140
1. Setup the Approved Supplier Lists, or ASLs, for component items and collect them using the
Manage Data Collection task.
2. Launch a Supply Planning plan to plan for component requirements from suppliers. The plan must
be saved to the database using the ’Save Plan to Database’ option to publish requirements to
Oracle Supply Chain Collaboration Cloud.
3. On the Oracle Supply Chain Collaboration Cloud, create a Collaboration plan and associate it with
the Supply Planning Plan.
4. Publish component requirements using the Publish Order Forecast ESS request, followed by the
Supply Planning Collaboration Decomposition ESS request.
Publish Order Forecast ESS Request
The component requirements against suppliers will now be visible within Supply Chain Collaboration on
the Manage Order Forecasts and Commits page, in the Order Forecast measure.
Suppliers can now update their commitments against the Order Forecast within Supply Chain
Collaboration by updating the ‘Supply Commit’ measure.
Supply Commits can be received into Supply Planning using the “Receive Supplier Commits” ESS
request. This is seen as supplier capacity by the Supply Planning plan when it is launched the next time.
If the supplier commits are lower than their requirements, supplier-related exceptions are created by the
supply plan.
Receive Supplier Commits ESS Request
141
Optional Setup
To publish order forecast for contract manufactured assemblies to contract manufacturers

(Suppliers), associate the supplier that represents the contract manufacturer with the contract
manufacturing organization using the ‘Manage Supply Network’ task in Supply Planning.

Order Forecast data can be published only for organizations that are ’Inventory Organizations’ type of
organizations, not ‘Item Organizations’ type of organizations.
You can choose to exclude existing transactional documents like purchase orders and purchase
requisitions by not selecting them in the ‘Publish Order Forecast’ ESS request’s parameters.
You can publish order forecast for contract manufactured items also. Planned transfer orders created
between the contract manufacturing organization and the enterprise’s organization are used to
determine the requirements that must be placed on the contract manufacturing supplier.
Order forecast is published from an arrival date perspective (also referred to as Dock Date) that is, the
date on which a component is required to be available at your dock.
Collaboration-related data measures (order forecast and supply commit) are only visible within the
Supply Chain Collaboration, not within Supply Planning.
Supply commits that are received as supplier capacity using the ‘Receive Supplier Commits’ ESS
request are only visible to the specific plan into which they are received – this data is not accessible to
other plans.
Order forecast data is published by organization and supply commits are also received by organization.
However, the supply commits that are received are aggregated to supplier site level within the supply
plan.
KEY RESOURCES

release, you can use Oracle Social Network to leverage the power of social collaboration that is directly built
into Supply Planning to:
Start a conversation centered on a named plan. Planners can start a conversation centered on a plan.
Start a conversation centered on an identified order. To resolve issues around a particular work
order, transfer order, purchase order, sales order, or purchase requisition, you can start a conversation
on a selected order and obtain feedback from the extended community.
Add comments. You can add a comment to an Oracle Social Network conversation on the plan when
working in Supply Planning.
STEPS TO ENABLE
Setup to enable Oracle Social Network is performed in the Setup and Maintenance work area. To enable
Oracle Social Network for plans, log into the Setup and Maintenance work area with administration
privileges. Tasks associated with the setup are:
1. Log into Setup and Maintenance work area.

2. Search for Manage Oracle Social Network.
142
3. Click the Go to Task icon for Manage Oracle Social Network Supply Chain Management.
4. Expand the Planning Common business object and highlight PLAN.
5. Click the Enable Object button and select MANUAL in the dialog box.
6. Click the + (plus) icon in the ‘Plan Attributes’ toolbar.
7. Select the Enable checkbox for Compile Designator, and then click OK.
8. Click Save. A confirmation dialog box is displayed. The plan is now enabled as a social object.
9. Once plans are enabled for Oracle Social Network by the administrator, click the Social icon in the Plans
tab to share a plan or join a plan’s conversation.
To collaborate on Oracle Social Network on a particular demand or supply:
1. Open the Supplies and Demands view.

2. Search for one of the following supported order types:
Work order
Transfer order
Purchase order
Sales order
3. Highlight the order you wish to collaborate on, and then click the Social icon in the toolbar.
Social Icon in the Supply Planning Toolbar
4. The Oracle Social Network window opens displaying the order number and order type. You can begin a
conversation.
143
Oracle Social Network Popup
KEY RESOURCES
COLLABORATE WITH OTHER PLANNERS USING NOTES

Planning decisions are often complex and require additional information to be stored as the issues are
discussed and resolved with the planning community. The notes capability in Supply Planning allows you to
annotate key data changes to help other users understand your assumptions and reasons for changes. You
can associate notes with a plan, with items, organizations, or customers referred to in a plan, or with a table
containing specific planning combinations. For example, you can attach a note to a shipment forecast for an
item-organization in a specific week so your peers know why the forecast was changed.
144
Create Note Dialog Box
STEPS TO ENABLE

If a plan is copied, all Notes associated with the plan are also copied.
Notes created on level members are not plan-specific.
If a note is created on a Planning Combination and the associated measure is shared across plans, then
the note is not plan-specific.
If a note is created on a planning combination and the associated measure is not shared across plans,
then the note is plan-specific.
If a plan is copied, all the plan-specific notes on planning combinations are also copied.
Notes on exceptions persist across plan runs.
Once an exception is resolved, all notes associated with the exception are removed.
KEY RESOURCES
INTEGRATE PLANNING AND EXECUTION

The Achilles heel of many planning systems is the ineffective way that they are integrated with the execution
system. To reduce implementation timelines and the total cost of ownership, Supply Planning comes integrated
and ready-to-use with the other Oracle Cloud applications for both collections and the release of make, buy, or
transfer supply orders. You are also able to incorporate supplementary data from other data sources.
COLLECT DATA FROM ORACLE CLOUD

Reduce implementation complexity and latency between execution and planning systems using predefined
mappings and a multithreaded process to speed up data synchronization. With Supply Planning, you can:
145
Import data with preconfigured integration. Use data required for planning from Oracle Supply Chain
Management Cloud, including Oracle Product Master Data Management Cloud, Oracle Manufacturing
Cloud, Oracle Procurement Cloud, Oracle Inventory Management Cloud, and Oracle Order Management
Cloud.
Reduce planning cycle time by optimizing data collections. Perform both targeted collections that
import all data representing a business entity and net change collections that gather only the data that
has changed since the last run, as needed. You can also collect a subset of the data by using filters to
specify the data to be collected. Examples of filter criteria include reducing the number of items collected
based on the organizations planned. Another example is reducing the order history collected based on
date ranges.
You can use the out-of-box integration with Oracle Supply Chain Management Cloud to drive supply planning
activities, including forecast generation and advanced fulfillment flows like Cconfigure to order, drop ship, and
back to back.
Leverage Built-In Integration with Supply Chain Management
STEPS TO ENABLE

Take into consideration data dependencies if just a few business objects are to be collected. For
example, subinventory data should be loaded prior to on hand data. The data collection process loads
business entities in the correct sequence if they are part of the same collection cycle.
Launch data collections after ensuring that the requisite data setups are complete in Oracle Supply
Chain Management Cloud.
146
Save selections of entities to be collected in a collection template. For subsequent collections
submissions, use a saved template to skip selecting the entities again.
Optionally, set collections to run at any frequency or time in the Schedule tab.
Launch the collections process and note down the request ID generated. Monitor the request status
using the ‘Scheduled Processes’ page by navigating to Navigator > Tools > Scheduled Processes.
Review the log files to pinpoint data validation errors, if any.
Review collected data in the Oracle Supply Planning work area.
KEY RESOURCES
Release Training – Introduction to Supply Planning: Integrate Planning and Execution, available at
COLLECT DATA FROM EXTERNAL DATA SOURCES

Most enterprises have a variety of demand fulfillment systems they must plan, including from systems other
than the Oracle Supply Chain Management Cloud. You can load the external data from other systems so you
can plan for the facilities managed on these external systems by way of flat files. Key data that can be loaded
from other systems include:
Reference data. Organizations, currencies, units of measure, calendars, shipping networks, and items.
Order management data. Open sales orders.
Manufacturing data. Routings, resources, work orders, and related manufacturing data.
Inventory data. On-hand inventory and transfer orders between locations.
Purchasing data. Suppliers, supplier sites, item suppliers, purchase orders, and purchase requisitions.
STEPS TO ENABLE
There are two types of external systems and the setup steps are slightly different for each type. The two types
of external source systems are:
Partially external with some data uploaded and linked to Oracle Cloud applications. Support for this type
of external system is available with Release 12. Refer to Release 12 documentation for more information.
Model Cloud.
External system data for customers, customer sites, regions, and zones is uploaded to Oracle
To collect data from external source systems:
1. Define the external source system in Manage Trading Community Source Systems and enable it for
Order Orchestration and Planning.
2. Define the same source system in Manage Planning Source Systems page and set version to External.
3. Upload all reference, order management, manufacturing, inventory, and purchasing data using the
planning file upload feature.
4. Define and launch plans for the external source system.
You can load the following entities from external systems into Oracle Supply Planning Cloud, using the identified
XLSM file templates.
147

Customer Specific Item
ItemSubstituteImportTemplate.xlsm
Relationships
Catalogs, Categories, and Item
Categories
Item Structures BillofMaterialImportTemplate.xlsm
Bill of Resources
xlsm
Planners PlannersImportTemplate.xlsm
Customers and Customer Sites CustomerImportTemplate.xlsm
RegionZoneMappingImportTemplat
Region-Zone Mapping
e.xlsm
Locations and Region-Location
Mapping
Organizations and Organization
Sites
Subinventories SubInventoryImportTemplate.xlsm
Item Suppliers (Approved ApprovedSupplierListImportTemplat
Supplier List) e.xlsm
Interlocation Shipping Networks InterLocationShipMethodsImportTe
and Transit Times mplate.xlsm
Conversions
Measure Conversions
Calendars, Calendar
Dates, and Period Start Dates
CalendarAssignmentsImportTempla
te.xlsm
Demand Classes DemandClassImportTemplate.xlsm
Carrier, Ship Mode of Transport
CarrierImportTemplate.xlsm
and Ship Class of Service
148
Supply Planning Data Forecasts ExternalForecastImportTempla
te.xlsm
Sales Orders SalesOrderImportTemplate.xlsm
SafetyStockLevelImportTemplate.
Safety Stock Levels
xlsm
Supply Reservations to Sales
ReservationImportTemplate.xlsm
Orders
On Hand OnhandImportTemplate.xlsm
Purchase Orders, Purchase
PurchaseOrderRequisitionImportTe
Requisitions, PO in Receiving,
mplate.xlsm
In Transits
Transfer Orders (including
TransferOrderImportTemplate.xlsm
expense type transfers)
ApprovedSupplierCapacityImportTe
Supplier Capacity
mplate.xlsm
ResourceAvailabilityImportTemplate
Resource Availability
.xlsm
Routings (including mapping
between BOM and Routing),
RoutingsImportTemplate.xlsm
Routing Operations, Routing
Operation Resources
WorkOrderSuppliesImportTemplate.
Work Order Supply
xlsm
Work Order Material WIPComponentDemandsImportTe
Requirements mplate.xlsm
Work Order Resource WIPOperationResourceImportTemp
Requirements late.xlsm
PlannedOrderSupplyImportTemplat
Planned Order Supplies
e.xlsm
Sourcing Rule and Assignments SourcingImportTemplate.xlsm
CustomMeasuresImportTemplate.
Custom Measures
xlsm
For more information, refer to the What’s New in Release 13 for Oracle Planning Central Cloud.
KEY RESOURCES
149
INTEGRATE WITH ORACLE SALES AND OPERATIONS PLANNING CLOUD
Best practice sales and operations planning process requires seamlessly integrating and exchanging demand
and supply plan data between the sales and operations planning (S&OP) process and detailed demand and
supply planning. With Supply Planning, you can:
Use a demand schedule from Oracle Sales and Operations Planning Cloud or from Oracle Demand
Planning Cloud to plan supply.
Have visibility to the supply plan Oracle Sales and Operations Planning Cloud.
Use a measure, such as planned orders from a named plan, and use that data in Oracle Sales and
Operations Planning Cloud.
STEPS TO ENABLE

Define a custom measure group that contains the list of measures to be used in the integration. You can
then avoid having to look through all the seeded groups for the available measures when configuring
which external plan measures to load into Oracle Sales and Operations Planning (S&OP) Cloud.
To use S&OP plans in Oracle Supply Planning Cloud, you must ensure that within S&OP plan options
the Planning Product Level is set to Item. If Planning Product Level is set to Category, then S&OP
demand forecasts cannot be used in Supply Planning.
KEY RESOURCES
INTEGRATE WITH ORACLE DEMAND MANAGEMENT CLOUD

Best practice demand and supply planning process requires seamlessly integrating demand plans as drivers to
the supply planning process. You can include the demand schedules from Oracle Demand Management Cloud
in your supply plan. Alternatively, you can have a single plan for both demand and supply planning, allowing
you to monitor and manage demand and supply plans in one single named plan.
STEPS TO ENABLE

You have the option to calculate the Planning Percentages for the options of CTO and PTO models.
Alternatively, you can use the Planning Percentages that are specified in the model item structures.
The calculation of planning percentages is enabled only if the plan type is ‘Demand and Supply Plan’.
KEY RESOURCES
150
INTEGRATE WITH ORACLE GLOBAL ORDER PROMISING CLOUD
Oracle Global Order Promising Cloud maintains a real-time picture of all available sources of supply. As orders
arrive, Global Order Promising selects the best fulfillment location based upon current and future supply
availability. Future supply might also include planned manufacturing work orders or planned purchase orders
that have not yet been released or executed. To provide more accurate promise dates that include this planned
supply, Oracle Supply Planning Cloud can provide this information to Oracle Global Order Promising Cloud.
STEPS TO ENABLE
1. You must save a Supply Planning plan to the database using the Save Plan to Database planner
action within Supply Planning. Plan data is visible to Global Order Promising only after a plan is saved.
2. Specify the Supply Planning plan in the Plan Names attribute in the Refresh and Start the Order
Promising Server scheduled process.
Refresh and Start the Order Promising Server Request Page

You can select multiple plans to be published to Oracle Global Order Promising Cloud, but you must
ensure that these plans are functionally distinct. If there are common items and organizations across
multiple plans, Global Order Promising aggregates their planned order supply.
You must ensure that planned orders in a Supply Planning plan are feasible before publishing them as
supply to Global Order Promising.
151
KEY RESOURCES
RELEASE RECOMMENDATIONS TO EXECUTION

When you are satisfied with your supply plan, you can release its planned orders to execution, so they take
effect. With Supply Planning, you can:
Automatically release orders for execution. Release orders to execution when the supply planning
cycle completes based on predefined parameters.
Manually release orders. Change key information such as due dates and quantities prior to release.
Export Plan. Export new planned orders and changes to a file in a predetermined format that can then
be integrated with your enterprise systems not on Oracle Applications Cloud.
The Plan Recommendations graph prioritizes Supply Planning recommendations for immediate analysis, so that
you can quickly see and act on the most time-sensitive recommendations.
Plan Recommendations Graph Shows Orders to Be Rescheduled In, Out, or Cancelled Across Time Buckets
STEPS TO ENABLE
Automated Release
1. Use the plan option settings in a Supply Planning plan to enable automatic release of planned
orders and supply reschedules. This sets up release of supply planning recommendations to be
carried out as part of the plan run itself.
Manual Release
1. Once the plan run is complete, navigate to the Supply and Demand page in the plan context or
use the drill-to capabilities from the Plan Recommendations graph.
2. Select one or more recommendations for release.
3. Navigate to the Actions menu in the search results pane and select Mark for Release.
4. Navigate to the Actions menu and select ‘Release’ to initiate the enterprise scheduler request for
release.
5.
152
5. Note down the request ID generated and monitor request status using the scheduled processes
page by navigating to Navigator > Tools > Scheduled Processes.
Set the release time fence when enabling automated release.
KEY RESOURCES
REPORT USING ORACLE TRANSACTIONAL BUSINESS INTELLIGENCE

With Supply Planning, you can run planning reports without incurring the lead time involved in the extract-load-
transform processes required with traditional business intelligence applications. You can create reports and
analyze live planning data. The following capabilities are available in Supply Planning:
Prebuilt reports. Use predefined summary reports for orders to be released for execution, build plan,
and exception summary.
Custom reports. Create your own reports on live data using intuitive graphical tools.
Sample OTBI Report in the Supply Planning Work Area
STEPS TO ENABLE
To enable planning reports for Supply Plans:
1. Enable Supply Plan for OTBI Reporting.
153
Configuring Plan Options to Enable a Plan for OTBI Reporting
2. In the Configure Planning Analytics task, update the seeded Reporting Dimension Catalog (‘Reporting
Catalog’) to include the product and time hierarchies to be used for reporting.

View reports from OTBI in the Supply Planning work area: By default the Open Table/Graph wizard
in the Supply Planning work area does not list the OTBI Reports. The reports need to be enabled in
search.
Selecting the Include Reports Search Parameter When Opening an OTBI Report
Default product hierarchy and calendar for reporting: By default, the seeded OTBI Reports use the
default product hierarchy and calendar setup in the reporting catalog.
Reporting Product and Time Hierarchy Selections in Plan Options
Common dimensions: The Supply Chain Planning subject area in OTBI is enabled with common
dimensions that conform to other Supply Chain Management subject areas only in the default hierarchies
of Product, Organization, and Date. The common dimensions are inventory item, inventory organization,
and date. Inventory item and date use the default product hierarchy and manufacturing calendar selected
in Plan Options.
Dimensions in the Supply Chain Planning Subject Area in OTBI
Other hierarchies in the Product and Time dimensions, such as planning item 1, 2, 3, and so on and
planning date 1, 2, 3, and so on, do not conform to other subject areas and cannot be used in cross
154
subject-area joins in OTBI.These hierarchies are derived from the hierarchies enabled in the Reporting
Dimension catalog.
KEY RESOURCES
PLANNING CENTRAL
ENHANCE PLANNING FOR CONFIGURE-TO-ORDER PRODUCTS

Effective planning of configure-to-order products is challenging due the different methods of fulfilling the order
and the variable nature of the dependent demand. To attain high customer service levels, while reducing the
inventory of finished goods and components when using a configure-to-order model, the following capabilities
have been added to this release of Planning Central:
Plan pick-to-order products. Forecast for the pick-to-order model. Consume orders for the configured
product from model forecasts and plan component requirements.
Plan resource requirements. Derive the resource requirements according to planning percentages
defined on the work definition. This derivation allows you to identify potential resource overloads on
resources whose use may be dependent on selected options.
Identify supplier capacity overloads. Gain visibility to potential supply issues at supplier sites by
consuming the supply requirements for the configured items from the supplier capacity defined at the
model level.
STEPS TO ENABLE
To enable planning for pick to order (PTO) products, you must complete setup steps outside of Oracle
Planning Central Cloud.
1. Set the Planning Method item-organization attribute to either MRP Planned or MPS Planned for the
PTO model. (Note that for a PTO model, the item-organization attribute Pick Components is Yes.)
2. Complete the other setups, such as Item Structure for the PTO model and option classes. Define the
options as planned items.
3. Collect items and item structures.
4. Define sourcing for the back-to-back items and include the sourcing rule in your GOP assignment set.
5. Include the items and organizations in your plan.
To enable planning for resource requirements for ATO models, you must complete several setup steps when
defining the work definition.
1. Set the Planning Method item-organization attribute for the CTO model to either MRP Planned or MPS
Planned.
2. On the CTO model work definition, for each operation set the planning percentages that can be less than
100.
3. Collect items and work definitions.
4. Launch a supply plan that includes organizations with CTO model forecasts.
5. Verify that the total resource requirements for each operation are calculated as planned order quantity
multiplied by resource requirement multiplied by operation planning percentage.
155
To enable planning for supplier capacity for purchased ATO models, you must complete several setup steps.
1. Set the Planning Method item-organization attribute for the ATO model to either MRP Planned or MPS
Planned.
2. In purchasing, define an Approved Supplier List (ASL) for the ATO model.
3. Upload a CSV file for the ASL with defined supplier capacity for the ATO model.
4. Launch a plan and include the ATO models and sales orders. Supplier capacity for an ATO model is
consumed by sales orders for configured items for that model.
5. Review the supplier capacity for the ATO model and check on supplier capacity violations.
If an option class or option in a pick to order model is not planned, then everything below that option class or
option is not planned.
KEY RESOURCES
PLAN FOR MULTIPLE FULFILLMENT STRATEGIES

Most businesses now use a combination of insourced and outsourced fulfillment strategies, which complicates
the planning process. To reduce cycle times, deliver an excellent customer experience, and increase revenues
using a variety of fulfillment strategies, this release adds the support for the following scenarios:
Plan for outside processing operations. Plan for supply using the appropriate lead times required for
processing material at a third party, based upon the manufacturing work definition.
Support expense destination transfers. Consider expense destination transfers as independent
demand so that all demand is accounted for in the planning process.
STEPS TO ENABLE
PLAN FOR OUTSIDE PROCESSING OPERATIONS
1. Define a Manufacturing work definition for the item.
2. Include one or more operations within the work definition with Operation Type set to Supplier. These
are the Outside Processing operations within the Work Definition. Specify the Supplier Operation details,
including fixed and variable lead times.
156
Definition of a Work Definition Operation with Operation Type of Supplier
3. Collect data from source systems into Supply Planning, selecting Work Definition as a collected entity.
5. Verify that the Routings screen within Planning Central shows the operation details for the Supplier
operations.
Planning Central Routings View
6. Verify that the supply for the item includes resource requirements corresponding to the Supplier
operations. Verify that the duration of the Supplier Operation is based on the specified fixed and variable
lead time values.
157
Planning Central Resource Requirements View
7. Release the planned order to Manufacturing.
SUPPORT FOR EXPENSE DESTINATION TRANSFERS
To enable planning for expense destination transfers, you must complete the following steps.
1. For an item that has expense destination transfers, set the Planning Method item-organization attribute
to either MRP Planned or MPS Planned.
2. Collect transfers from the source. Expense destination transfers are automatically included.
3. Define and run a plan for organizations that have items with expense destination transfers.
The plan recognizes the expense destination transfer as a demand at the source organization.
The expense destination transfer is displayed as a sales order.
The supplies and demands page has a new column titled Expense Destination Transfer, which is
set to Yes for these transfers.
The plan does not include the expense destination transfer as a supply at the destination
organization.
Shipments of expense destination transfers are not collected and are not included in the plan as a
supply at the destination organization.
PLAN FOR OUTSIDE PROCESSING OPERATIONS
The operation cost of the Supplier operation is the standard cost of the Outside Processing item attached to the
Supplier operation in the work definition. The supply quantity multiplied with the operation cost determines the
manufacturing cost of the Supplier operation.
KEY RESOURCES

release, you can use Oracle Social Network to leverage the power of social collaboration to:
158
Start a conversation centered on an identified order. To resolve issues around a particular work order,
transfer order, purchase order, sales order, or purchase requisition, you can start a conversation on a
selected order and obtain feedback from the extended community.
Collaborate in real time and in multiple threads with key stakeholders.
Resolve issues and share recommended practices through social collaboration.
STEPS TO ENABLE
KEY RESOURCES
INTEGRATE WITH ORACLE SUPPLY CHAIN COLLABORATION CLOUD

Informed planning decisions require an understanding of the constraints faced at a supplier site. Planning
Central, in conjunction with Oracle Supply Chain Collaboration Cloud (a new Oracle SCM Cloud service
delivered in this release), allows you to publish a statement of requirements as determined by the plan to a
supplier and receive a commitment against the forecast. This commitment is recognized as supplier capacity in
Oracle Supply Planning Cloud. Planners can then monitor requirements against this commitment and be
alerted when requirements exceed supplier capacity.
STEPS TO ENABLE
MANDATORY SETUP:
1. Set up Approved Supplier Lists (ASLs) for Items and collect them through the Manage Data Collection
task.
2. Run a Planning Central plan that plans for component requirements from Suppliers. Use the Save Plan to
Database action to save the plan to the database and make the plan data accessible to subsequent
processes.
3. In Oracle Supply Chain Collaboration Cloud, create a Collaboration Plan and associate it with the
Planning Central Plan.
4. After the plan has been saved, publish your requirements using the Publish Order Forecast ESS
request, followed by the Supply Planning Collaboration Decomposition ESS request.
159
Publish Order Forecast ESS Request
The component requirements against Suppliers will now be visible in the Order Forecast data
measure within the Manage Order Forecasts and Commits screen of Oracle Supply Chain
Collaboration Cloud.
Suppliers publish their data with Oracle Supply Chain Collaboration Cloud in the Supply Commit
data measure.
Supply commits from suppliers can be received into the Oracle Planning Central Cloud using the
Receive Supplier Commits ESS request. This is considered as Supplier Capacity by the Planning
Central plan, and is used to generate supplier capacity related exceptions.
Receive Supplier Commits ESS Request
OPTIONAL SETUP:
To publish order forecasts for contract manufactured assemblies to your contract manufacturers (suppliers), you
must associate the supplier that represents the contract manufacturer with the Contract Manufacturing
organization using the Manage Supply Network task in the Oracle Planning Central Cloud.

Order Forecast data can be published only at Organizations that are Inventory Organizations, not Item
Organizations.
160
You can exclude existing transactional documents like Purchase Orders and Purchase Requisitions by
not selecting them in the Publish Order Forecast ESS requests parameters
You can also publish order forecasts for contract manufactured Items. Planned transfer orders created
between the Contract Manufacturing organization and the enterprise’s Organization determine the
requirements that must be placed on the Contract Manufacturing supplier.
Order Forecast data are published only on the Arrival Date (also referred to as Dock Date). This is the
date on which a component is required to be available at the Organization.
Supply Commits received for assembled items in a contract manufacturing scenario are not read by the
Planning Central Plan as supplier capacity. Supply commits are read in as supplier capacity only for
components.
Collaboration related data measures (Order Forecast and Supply Commit) are only visible within the
Oracle Supply Chain Collaboration Cloud, not within Oracle Planning Central Cloud.
Supply Commits that are received as Supplier Capacity using Receive Supplier Commits ESS requests
are only visible to the specific plan into which they are received. These data are not accessible to other
plans.
Order Forecast data is published by Organization and Supply Commit data are also received by
Organization. However, Oracle Planning Central Cloud aggregates the Supply Commit data and stores
them as Supplier Capacity at the Supplier-Site level. (Supplier Capacity is represented in Planning
Central by Supplier Site and not at each Organization.)
KEY RESOURCES
INTEGRATE WITH ORACLE SALES AND OPERATIONS PLANNING CLOUD

Oracle Sales and Operations Planning Cloud (new in this release) has been designed to enable a best practice
sales and operations planning process. To support this process, Planning Central seamlessly integrates
demand and supply plan data with Sales and Operations Planning. You can use a demand schedule from
Sales and Operations Planning to plan supply and also have visibility to the supply plan in Sales and
Operations Planning. As part of your Sales and Operations Planning process, a Sales and Operations
Planning analyst can select a measure (such as planned orders) from a named plan and use the data in the
Sales and Operations Planning plan.
STEPS TO ENABLE
To load measures from Planning Central to Sales and Operations Planning:
1. In the Navigator, click the Sales and Operations Planning work area.
2. Click the Load Measures from Other Plans task. Select the From Plan (source plan name) and To Plan
(target plan name) in this page.
3. Select the measures you want to load from Planning Central to Sales and Operations Planning.
4. Click Save and Close. A scheduled process is launched automatically. This process copies the data
from the source Planning Central plan into the Sales and Operations Planning plan.
5. After the scheduled process has completed, you can verify that the planning measure data has been
loaded into Sales and Operations Planning by opening a table or graph that is configured with the loaded
measures.
To use approved Sales and Operations Planning demand forecast as a demand schedule in Planning Central,
complete the following steps:
1. Ensure that within Sales and Operations Planning Plan Options, the Planning Product Level is set to
Item.
161
2. If the Planning Product Level within the Sales and Operations Planning Plan Options is set to Item and
Planning Customer Level is set to Customer Site,” specify the following measure level settings within
the Planning Central plan’s Plan Options:
Customer Hierarchy = Customer and Customer Level = Customer Site
3. If Planning Product Level is set to Item and the Planning Customer Level is set to Zone in Sales and
Operations Planning Plan Options, specify the following measure level settings within the Planning
Central plan’s Plan Options:
Customer Hierarchy = Customer Zone and Customer Level = Zone
4. Ensure that in Planning Central, the Sales and Operations Planning Sales and Operations Planning
5. Ensure that in the Ship-to Consumption Level field, you have selected Item, Customer Site, or Zone.

You must select a Planning Central plan name from the From Plan list of values. The values are filtered
for loaded plans with status = Completed (meaning that the plan has been run without errors). The list
shows only Public plans and Private plans for which you are a member.
You must select a Sales and Operations Planning plan name from the To Plan list of values. The list of
values is filtered for loaded plans with status = Completed (meaning that the plan has been run without
errors).
From Plan and To Plan show the first ten plan names sorted alphanumerically, with a Search… option
link at the bottom. Clicking the link opens the Search and Select Plan dialog. You can filter the search
using either Plan Name or Plan Type ( Demand, Supply, and Demand and Supply).
You must select measures from the list of Available Measures. Available Measures are filtered for
measures that are common to the Planning Central source plan and Sales and Operations Planning
target plan.
If you define a custom measure group that contains the list of measures to be used in Integration, then
you do not need to look through all of the predefined groups for the available measures.
To use Sales and Operations Planning plans in Planning Central, you must ensure that within Sales and
Operations Planning Plan Options, the Planning Product Level is set to Item. If Planning Product
Level is set to Category, then you cannot use Sales and Operations Planning demand forecasts in
Planning Central.
KEY RESOURCES
COLLECT DATA FROM EXTERNAL DATA SOURCES

Most enterprises have a variety of demand fulfillment systems they must plan, some of which may be from
systems other than the Oracle Supply Chain Management Cloud. You can load the external data from other
systems to plan for the facilities managed on these external systems by way of flat files. Key data that you can
load from other systems include:
162
Reference data. Organizations, currencies, units of measure, calendars, shipping networks, and items.
Demand planning data. Booking and shipment history, price lists, causal factors, and external forecasts.
Order management data. Open sales orders.
Manufacturing data. Routings, resources, work orders, and related manufacturing data.
Inventory data. On-hand inventory and transfer orders between locations.
Purchasing data. Suppliers, supplier sites, item suppliers, purchase orders, and purchase requisitions.
STEPS TO ENABLE
To collect data from external systems, you must complete several steps. Two types of external systems are
now available, and the steps are slightly different for each type. The two types of external source systems are:
Partially external with some data uploaded linked to Oracle Cloud applications. Support for this type of
external system is available with Release 12. Refer to Release 12 documentation for more information.
For a partially external system, the following must be true:
Model Cloud.
External system data for customers, customer sites, regions and zones is uploaded to Oracle
Before uploading data from external source systems, you must complete the following setup steps:
1. Define the external source system in Manage Trading Community Source Systems and Enable for Order
Orchestration and Planning.
Manage Trading Community Source Systems Page
2. Define the same source system in Manage Planning Source Systems and set Version to External.
163
Setting the Version of the external source system to External
3. Download templates from docs.oracle.com for File Based Data Import for Oracle Supply Chain
Management Cloud.
File Based Data Import Page for Oracle Supply Chain Management Cloud
4. For your external source system, the following table lists the available templates for data upload to
planning. Not all templates on the File Based Data Imports can be used for planning.

Customer Specific Item ItemSubstituteImportTemplate.
Relationships xlsm
Catalogs, Categories, and
Item Categories
164
Item Structures BillofMaterialImportTemplate.
xlsm
Bill of Resources
xlsm
Planners PlannersImportTemplate.xlsm
Customers and Customer Sites CustomerImportTemplate.xlsm
RegionZoneMappingImportTempl
Region-Zone Mapping
ate.xlsm
Locations and Region-
Location Mapping
Organizations and
Organization Sites
SubInventoryImportTemplate.
Subinventories
xlsm
Item Suppliers (Approved ApprovedSupplierListImportTemp
Supplier List) late.xlsm
Interlocation Shipping InterLocationShipMethodsImport
Networks and Transit Times Template.xlsm
Conversions
Measure Conversions
Calendars, Calendar
Dates and Period start Dates
CalendarAssignmentsImportTem
plate.xlsm
DemandClassImportTemplate.
Demand Classes
xlsm
Carrier, Ship Mode of
Transport and Ship Class of CarrierImportTemplate.xlsm
Service
GOP Allocation Rules and PlanningAllocationRulesImportTe
Rule Assignments mplate.xlsm
GOP ATP Rules and Rule
ATPRulesImportTemplate.xlsm
Assignments
RealTimeSupplyUpdatesImportT
GOP Supply Update Rules
emplate.xlsm
165
Order Orchestration Reference
Objects:
Freight Terms, FOB Points,
Invoicing and Accounting
Rules, Shipment Priorities, OrderOrchestrationImportTempla
Payment Terms, Return te.xlsm
Reason, Tax Classification
Code, Tax Exemption Reason,
Sales Credit Type, Activity
Type, Document Categories,
Payment Methods,
Receipt Methods
Cross Reference Mapping CrossReferenceDataImportTempl
Information ate.xlsm
BookingHistoryImportTemplat
Demand Planning Data Booking History
e.xlsm
ShipmentHistoryImportTemplate.
Shipment History
xlsm
Price Lists PriceListImportTemplate.xlsm
CausalFactorsImportTemplate.
Causal Factors
xlsm
ForecastMeasureImportTemplate
Forecast Measures
.xlsm
FiscalCalendarImportTemplate.
Fiscal Calendars
xlsm
Custom Measures, Sales and
Operations Planning – CustomMeasuresImportTemplate
Backlog, Inventory, and .xlsm
Production History
ExternalForecastImportTempl
Supply Planning Data Forecasts
ate.xlsm
Sales Orders SalesOrderImportTemplate.xlsm
SafetyStockLevelImportTemplate.
Safety Stock Levels
xlsm
Supply Reservations to Sales
ReservationImportTemplate.xlsm
Orders
On Hand OnhandImportTemplate.xlsm
Purchase Orders, Purchase
PurchaseOrderRequisitionImport
Requisitions, PO in Receiving,
Template.xlsm
In Transits
Transfer Orders (including TransferOrderImportTemplate.
expense type transfers) xlsm
ApprovedSupplierCapacityImport
Supplier Capacity
Template.xlsm
166
Resource Availability ResourceAvailabilityImportTempl
ate.xlsm
Routings (including mapping
between BOM and Routing),
RoutingsImportTemplate.xlsm
Routing Operations, Routing
Operation Resources
WorkOrderSuppliesImportTempla
Work Order Supply
te.xlsm
Work Order Material WIPComponentDemandsImportT
Requirements emplate.xlsm
Work Order Resource WIPOperationResourceImportTe
Requirements mplate.xlsm
PlannedOrderSupplyImportTempl
Planned Order Supplies
ate.xlsm
Sourcing Rule and
SourcingImportTemplate.xlsm
Assignments
5. To upload data and collect it to Oracle Supply Chain Planning Cloud, follow these steps:
a. Review the first tab of the template for upload instructions.
b. On the second tab, enter your data in rows 10 and below. Pay attention to whether a column is
required. The screenshot below shows the organizations tab with a little sample data entered. You
must fill out the data on the organization sites tab.
Contents of Sample Organizations Upload File
6. Zip the resulting CSV file by following the instructions of the first tab of the template. Upload the file using
File Import and Export page. You can find this page by opening the navigator and looking under Tools.
167
File Import and Export Page
7. In plan inputs, navigate to the Load Planning Data from Files popup.
Accessing the Load Planning Data From Files Task
8. Fill out the Load Planning Data from Flat Files and submit the ESS request.
Specifying Which File to Upload
9.
168
9. Upload the organizations that belong to your external system, using the OrganizationImportTemplate.
xlsm.
a. After upload of organizations, then In the Manage Planning Source Systems page, highlight the
external system and click the Manage Organizations list to confirm that your organizations are
uploaded to planning.
10. Continue uploading all reference, order management, manufacturing, inventory and purchasing data
using the planning file upload feature. Upload only the data that you need for planning.
11. Define and run plans for the external source system. To define a plan for an external source system, you
only need to set Source System and select the organizations on the scope tab of the plan options as
shown in the following screenshot.
Setting the Source System to be Planned by a Plan
Load related data in the same file. The data for the files found in your zip file will be automatically loaded in the
right sequence. For example, if you are uploading suppliers, items, and purchase orders, the items and
suppliers will be loaded first, so that when the purchase orders are uploaded for any new items or suppliers,
the new items and suppliers are already present.
KEY RESOURCES
APPENDIX A: FUNCTION SECURITY ROLES AND PRIVILEGES

This release may include new roles and privileges that facilitate function security for new features. If you have
created custom job roles, then you can add new privileges to those custom roles as needed.
For a list of new roles and privileges in this release, refer to the What's New section of the Oracle Supply Chain
Planning Cloud: Security Reference guide, available on the Oracle Help Center.
---
169
Copyright © 2017, Oracle and/or its affiliates. All rights reserved.
This document is provided for information purposes only, and the contents hereof are subject to change without notice.This document is not warranted to be error-free, nor subject to any
other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically
disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced
ortransmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission.
Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.
Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation.All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC
International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The
Open Group.
170

r13 SCM SC Planning WN

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

r13 SCM SC Planning WN

Uploaded by

Copyright:

Available Formats

TABLE OF CONTENTS

Date Update Version Notes

20 OCT 2017 Update 17D New features delivered in update 17D.

01 SEP 2017 Update 17C New features delivered in update 17C.

21 APR 2017 Update 17B New features delivered in update 17B.

Date Feature Notes

20 OCT 2017 Created initial document.

SECURITY AND NEW FEATURES

To opt in using the New Features work area:

To opt in using the Setup and Maintenance work area:

1. Click the Navigator, and then click Setup and Maintenance.

Action Required to Enable Feature

Enable via Not Enabled

FORECAST UNIQUE DEMAND SEGMENTS

TIPS AND CONSIDERATIONS

TIPS AND CONSIDERATIONS

MAINTAIN AUDIT TRAIL ON MEASURE UPDATES

1. In a plan, click the Open button, and then select a pane.

TIPS AND CONSIDERATIONS

AGGREGATE DATA FOR NON-KEY CUSTOMERS

This feature helps you:

Organize important customers that are required for planning.

To enable this feature:

TIPS AND CONSIDERATIONS

To load data at aggregate levels:

TIPS AND CONSIDERATIONS

COLLECT AND MANAGE PLANNING DATA MORE EFFICIENTLY

In the Demand Management work area, do the following:

TIPS AND CONSIDERATIONS

SCHEDULE PLANNING PROCESSES

TIPS AND CONSIDERATIONS

SALES AND OPERATIONS PLANNING

AGGREGATE DATA FOR NON-KEY CUSTOMERS

This feature helps you:

Organize important customers that are required for planning.

To enable this feature:

TIPS AND CONSIDERATIONS

To load data at aggregate levels:

TIPS AND CONSIDERATIONS

COLLECT AND MANAGE PLANNING DATA MORE EFFICIENTLY

In the Sales and Operations Planning work area, do the following:

TIPS AND CONSIDERATIONS

SCHEDULE PLANNING PROCESSES

TIPS AND CONSIDERATIONS

MONITOR PLANNING PROCESSES AND IMPROVE PLANNING DATA QUALITY

TIPS AND CONSIDERATIONS

MAINTAIN AUDIT TRAIL ON MEASURE UPDATES

1. In a plan, click the Open button, and then select a pane.

PLAN FOR REWORK AND TRANSFORM WORK ORDERS

TIPS AND CONSIDERATIONS

COLLABORATE WITH SUPPLIERS BY START DATES OF FORECASTED ORDERS

TIPS AND CONSIDERATIONS

PUBLISH DETAILED ORDER INFORMATION TO SUPPLIERS

ANALYZE CONFIGURE-TO-ORDER MODEL FORECAST AND SALES ORDERS TOGETHER

To analyze model forecast and sales orders together:

Publish Order Forecast From the Supplies and Demands Page

Publish Order Forecast From a Plan

TIPS AND CONSIDERATIONS

1. In a plan, click the Open button, and then select a pane.

TIPS AND CONSIDERATIONS

AGGREGATE DATA FOR NON-KEY CUSTOMERS

This feature helps you:

Organize important customers that are required for planning.