3/31/2014 Auto Scheduling and Reservation without ATP in R12 | Oracle APPS (E-BUSINESS SUITE) 11i - R12

9th January 2013 Auto Scheduling and Reservation without ATP in R12

Scheduling: Scheduling is an action performed on an order line or a group of lines. The action performs the follow ing:

Determines the source (w arehouse) for the order line. If the w arehouse is entered on the line, either manually or using defaulting rules,
the scheduling action uses the requested w arehouse and the other scheduling results are based on it. If the w arehouse is blank, the
scheduling action determines the best w arehouse based on the sourcing rules. This functionality includes ATO models.
Determines the schedule ship date, the schedule arrival date, the delivery lead time and the shipping method.
Makes the line visible to the planning applications and consumes supply for the item.

If the reservation time fence is set and the schedule ship date is w ithin the reservation time fence, automatically reserves the line
Term inology [http://w w w .blogger.com/blogger.g?blogID=7871090211967066217] : Understanding the follow ing terms w ill help you
understand how scheduling w orks in Oracle Order Management.

Actual Arrival Date: The date the order line arrives at the customer site.
Actual Ship Date: The date the order line is shipped. This date is recorded by the ship confirm action.
Arrival Set: A set of order lines w hich arrive at the same time at the destination.
Available to Promise (ATP): The quantity of current on-hand stock, outstanding receipts and planned production not already committed to
sales orders or other sources of demand.
ATP Date: The date that a requested quantity w ill be available to promise.
Delivery Lead Time: Time, in days, for items to reach the customer once they are shipped.
Demand: Requests w hich consume inventory such as sales orders. Discrete manufacturing w ork orders and flow manufacturing
schedules place demand for component items, and sales orders place demand for finished goods.
Line Set: A set of lines w hich can be grouped into a Ship Set or Arrival Set.
Override ATP: An action that allow s authorized users to schedule the line even if there is no supply. Overriding ATP requires users to find
supply manually.
Promise Date: The date on w hich you agree you can ship the products to your customer or that your customer w ill receive the products.
This field is for tracking purposes only. It may be defaulted from the schedule ship date or the schedule arrival date.
Request Date: The date the customer requests that the products be either shipped or received.
Reservation: A guaranteed allotment of product to a specific sales order. Once reserved, the product cannot be allocated to any other
source of demand. Also know n as a hard reservation.
Reservation modes: Choose one of three reservation strategies w hen using Reserve Orders: Fair Share, Percentage, or Partial.
Reservation Time Fence: Time, in days, before the schedule date, w ithin w hich a line should be automatically reserved.
Reservation Types: Using Reserve orders, you can choose w hether the reservation run should simulate the reservation strategy, or
commit the reservations.
Reserve Orders: A concurrent program that attempts to reserve all those order lines specified in the search criteria in a batch process.
Schedule Arrival Date: The date returned by the system on w hich your customer can receive the products.
Schedule Ship Date: The date returned by the system on w hich you can ship the products.
Scheduling Across Orders: The ability to perform scheduling actions on lines from multiple orders. With Scheduling Across Orders, users
can schedule, unschedule, reserve, unreserve and perform ATP checks on lines across orders.
Scheduling parameters: Scheduling attributes are added to the OM System Parameters
Ship Set: A set of lines w hich w ill be shipped together from the same w arehouse to the same location.
Sourcing: Selecting the w arehouse for the order lines.
Supply: Incoming inventory. Some Oracle transactions that generate supply are purchase orders, discrete manufacturing w ork orders
and flow manufacturing schedules.

NUMBER OF WAYS TO SCHEDULE:

• Autoschedule - The line is scheduled w hen it is saved. A line can be saved manually by the user or w ill automatically be saved w hen the
user leaves the line. If either the Autoschedule check box on the order transaction type is checked or the OM: Autoschedule profile option is
Yes, the sales order w ill be opened in Autoschedule mode. You can turn Autoschedule on or off from
the sales order form by going to the Tools menu. Note that if autoschedule is turned on the availability w indow is automatically displayed w hen
the sales order form is opened. The user can close the availability w indow , but the lines w ill still be autoscheduled unless the autoschedule
check box on the tools menu is unchecked.

• Manual - You can access the scheduling sub menu either by selecting schedule from the list of activities on the tools menu or by placing your
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3/31/2014 Auto Scheduling and Reservation without ATP in R12 | Oracle APPS (E-BUSINESS SUITE) 11i - R12

cursor on a line and pressing the right mouse button. Selecting schedule from these menus w ill trigger the scheduling action. If the action is
selected from the order header tab, all the lines on the order w ill be scheduled. If the action is selected
from the lines tab, it applies only to the line or group of lines selected.

• Scheduling Concurrent Program - This program selects all lines w hich are eligible for scheduling and attempts to schedule them. The user
can select orders based on the order number
Profiles: The follow ing profile options affect scheduling functionality:
OM: Autoschedule: Possible values are yes or no. If set to yes, the availability w indow is displayed w hen the sales order w indow is opened
and scheduling occurs automatically as each order line is saved. This profile applies only to standard items. It applies to lines entered through
Order Import.
OM: Auto Push Group Date: Possible values are yes and no. If the value is yes and a line is added to a scheduled configuration, and the new
line cannot be scheduled on the date that the rest of the configuration is scheduled, then the system w ill try to reschedule the complete
configuration at a different time. If the value is no and the new line cannot be scheduled, then scheduling for the new line w ill fail and the rest of
the configuration w ill not be affected.
OM: Scheduling Role: This pertains to Scheduling Across Orders. Possible values are CSR only, CSR and Scheduler, and Scheduler only.
This can be set at either the Responsibility or User level. This profile option determines w hich tabs can be accessed on the Find w indow of the
Order Organizer. If set to CSR only, there is access to the tabs pertaining to the sales order, but no access to the Scheduling tab. If set to CSR
and Scheduler, there is access to all tabs, including the tabs for CSRs and the one for schedulers. If set to Scheduler only, there is access to
only the Scheduling tab.
RESERVATIONS
Reservation Tim e Fence - This may be any positive integer numeric value. When a line is scheduled it is also automatically reserved
w henever the schedule date is w ithin the reservation time fence. This is one of the order management system parameter. For auto reserving
this system parameter is required to be set.
Reservations are performed automatically w henever a line is scheduled and the schedule date is w ithin the reservation time fence.
For example, suppose the today’s date is November 25th. An order line is scheduled for December 1st, w hichis 6 days aw ay. If the
reservation time fence is 10, the line w ill be reserved because 6 < 10. If the reservation time fence is 2, the line w ill not be reserved because 6
>2. If the reservation time fence is NULL, then lines w ill not be automatically reserved. The reservation time fence is set using the profile option
OM: Reservation Time Fence.
When you create reservations manually on the sales order form or automatically using the reservation time fence, the items are reserved at the
w arehouse level w ith no inventory details specified. You can specify inventory details for a reservation
by using inventory’s reservation details form. To access the form from the sales order form, go to the tools menu and select scheduling. From
the list of options select Reservation Details. A form w ill appear w hich allow s you to reserve by lot,
revision, subinventory and/or locator. You can only access the reservation details form for lines that are scheduled.

Posted 9th January 2013 by Krishanu Ghosh

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