Cloud Readiness / Oracle Fusion Cloud Demand Management
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  1. Update 23A
  1. Revision History
  2. Overview
  3. Pre-Update and Post-Update Tasks
  4. Optional Uptake of New Features (Opt In)
  5. Feature Summary
  6. Supply Chain Orchestration
    1. Supply Chain Orchestration
        1. Improve Supply Tracking for Sales Orders in Your Back-to-Back Flows
        2. Selected Supply Chain Orchestration Bug Fixes in This Update
  7. Demand Management
    1. Demand Management
        1. Copy Measure Data Between Demand Plans
        2. Search for Measure-Based Exceptions Using Additional Criteria
        3. Hover on a Value in a Pivot Table to Display Measure Description
        4. Receive Detailed Responses When You Call the Planning Table Data REST Service
        5. Improve Performance When Refreshing Measure Data Collected at an Aggregate Level
    2. Replenishment Planning
        1. Honor Expiration and Hold Dates for On-Hand Lots in Replenishment Planning
        2. Respect Supersession Relationships in Replenishment Plans
        3. Use User-Defined Forecast Measures as a Demand Schedule in Replenishment Plans
        4. Search for Measure-Based Exceptions Using Additional Criteria
        5. Hover on a Value in a Pivot Table to Display Measure Description
        6. Use Supplier Sites Codes That Are up to 240 Characters
        7. Receive Detailed Responses When You Call the Planning Table Data REST Service
        8. Improve Performance When Refreshing Measure Data Collected at an Aggregate Level

Update 23A

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Module Feature Notes
28 FEB 2023 Replenishment Planning Improve Performance When Refreshing Measure Data Collected at an Aggregate Level Updated document. Added feature.
28 FEB 2023 Demand Management Improve Performance When Refreshing Measure Data Collected at an Aggregate Level Updated document. Changed feature name.
08 FEB 2023 Demand Management Improve Performance When Collecting Measure Data at an Aggregate Level Updated document. Delivered new feature in update 23A.
02 DEC 2022     Created initial document.

Overview

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DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

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Pre-Update and Post-Update Tasks

Depending on the features you're using in your Cloud applications, you may be required to perform certain steps immediately before or after your quarterly update. For details of these pre-update and post-update steps and the product areas that are affected, refer to Oracle Fusion Cloud SCM: Performing Your Quarterly Update (doc ID 2337485.1) on My Oracle Support.

Optional Uptake of New Features (Opt In)

Oracle Cloud Applications delivers new updates every quarter. This means every three months you'll receive new functionality to help you efficiently and effectively manage your business. Some features are delivered Enabled meaning they are immediately available to end users. Other features are delivered Disabled meaning you have to take action to make available. Features delivered Disabled can be activated for end users by stepping through the following instructions using the following privileges:

  • Review Applications Offering (ASM_REVIEW_APPLICATIONS_OFFERINGS_PRIV)
  • Configure Oracle Fusion Applications Offering (ASM_CONFIGURE_OFFERING_PRIV)

Here’s how you opt in to new features:

  1. Click Navigator > My Enterprise > New Features.
  2. On the Features Overview page, select your offering to review new features specific to it. Or, you can leave the default selection All Enabled Offerings to review new features for all offerings.
  3. On the New Features tab, review the new features and check the opt-in status of the feature in the Enabled column. If a feature has already been enabled, you will see a check mark. Otherwise, you will see an icon to enable the feature.
  4. Click the icon in the Enabled column and complete the steps to enable the feature.

In some cases, you might want to opt in to a feature that's not listed in the New Features work area. Here's how to opt in:

  1. Click Navigator > My Enterprise > Offerings.
  2. On the Offerings page, select your offering, and then click Opt In Features.
  3. On the Opt In page, click the Edit Features (pencil) icon for the offering, or for the functional area that includes your feature.
  4. On the Edit Features page, complete the steps to enable the feature.

For more information and detailed instructions on opting in to new features for your offering, see Offering Configuration.

Opt In Expiration

Occasionally, features delivered Disabled via Opt In may be enabled automatically in a future update. This is known as an Opt In Expiration. If your cloud service has any Opt In Expirations you will see a related tab in this document. Click on that tab to see when the feature was originally delivered Disabled, and when the Opt In will expire, potentially automatically enabling the feature. You can also click here to see features with Opt In Expirations across all Oracle Cloud Applications.

Feature Summary

Column Definitions:

Report = New or modified, Oracle-delivered, ready to run reports.

UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.

UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.

Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.

Ready for Use by End Users
(Feature Delivered Enabled)

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

Customer Must Take Action before Use by End Users
(Feature Delivered Disabled)

Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing.

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Supply Chain Orchestration

Supply Chain Orchestration

Improve Supply Tracking for Sales Orders in Your Back-to-Back Flows

Selected Supply Chain Orchestration Bug Fixes in This Update

Demand Management

Demand Management

Copy Measure Data Between Demand Plans

Search for Measure-Based Exceptions Using Additional Criteria

Hover on a Value in a Pivot Table to Display Measure Description

Receive Detailed Responses When You Call the Planning Table Data REST Service

Improve Performance When Refreshing Measure Data Collected at an Aggregate Level

Replenishment Planning

Honor Expiration and Hold Dates for On-Hand Lots in Replenishment Planning

Respect Supersession Relationships in Replenishment Plans

Use User-Defined Forecast Measures as a Demand Schedule in Replenishment Plans

Search for Measure-Based Exceptions Using Additional Criteria

Hover on a Value in a Pivot Table to Display Measure Description

Use Supplier Sites Codes That Are up to 240 Characters

Receive Detailed Responses When You Call the Planning Table Data REST Service

Improve Performance When Refreshing Measure Data Collected at an Aggregate Level

Supply Chain Orchestration

Supply Chain Orchestration

Improve Supply Tracking for Sales Orders in Your Back-to-Back Flows

Keep up-to-date with the latest changes in supply and manage supply requests in your back-to-back flow even when you ship only part of the order line.

Assume only some of the quantity for your order line is available to ship, so Order Management splits the order line into two fulfillment lines, fulfillment line x and fulfillment line y. Line x has the quantity that is available to ship. Line y has the quantity that isn't yet available to ship.

If you enable this feature, then Supply Chain Orchestration doesn't close the supply order when Oracle Shipping ships line x. Instead, Orchestration keeps the supply order open until Shipping also ships line y, or until Oracle Order Management cancels the request. Orchestration continues to orchestrate changes in demand and supply for line y as long as the supply order remains open.

Realize these benefits:

  • Save time and work more efficiently. You don't have to manually create a new line for supply that isn't yet available. Supply Chain Orchestration will automatically create new supply for you.
  • Track how much supply you have used even when Shipping has shipped only line x.
  • Get timely updates so you can accurately track the progress that Orchestration is making to create supply for line y.
  • Reduce or eliminate supply disruptions for line y. Orchestration will automatically update supply so it has the latest details for your line.
  • Modify line y, and Orchestration will manage that change in your purchasing, inventory, or manufacturing organization. 
  • Manage an interruption to supply on line y in the same way that you do when you haven't partially shipped the line.
  • Manage supply recommendations even when you have partially shipped one or more of them.
  • Manage any number of shipments.
  • Track each partial or full cancellation.

Watch a Demo.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Order ManagementNo Longer Optional From: Update 23C

Tips And Considerations

Consider these guidelines:

  • If you need to take action on line y, then you must first use the Unschedule action on line y, and then use the Schedule action on line y. Orchestration will then create a new a supply order for the quantity on line y. For details, see Schedule Fulfillment Lines Manually.
  • If you modify the warehouse or the item on line y, then Orchestration will cancel the supply order and make that supply available to other demand. It will also cancel any new supply that it's currently creating for line y. Orchestration will do this even if you enable the Defer Online Processing of Inventory Updates shipping parameter for the warehouse.
  • If you enable the Defer Online Processing of Inventory Updates shipping parameter for the warehouse, then Supply Chain Orchestration won't use the Improve Supply Tracking for Sales Orders in Your Back-to-Back Flows feature for that warehouse.
  • The split behavior in Order Management doesn't affect your purchase orders, work orders, or transfer orders.

Use This Feature with Other Features

You can enable only the Improve Supply Tracking for Sales Orders in Your Back-to-Back Flows feature, or you can also enable the Order Management's Update Attributes On Split Order Lines For Partial Shipments feature.

Features That You Enable Description

Enable only the Improve Supply Tracking for Sales Orders in Your Back-to-Back Flows feature.

Orchestration keeps the supply order open, and it will track supply for line y until Shipping ships line y.

You can modify the scheduled ship date or warehouse on line y, and Orchestration will automatically update supply so it has the latest details for line y.

You can't modify the quantity on line y after Shipping ships line x.

Enable both features.

You can modify the quantity, scheduled ship date, or warehouse on line y even after Shipping ships line x. Order Management will use your revised values to fulfill the line and Orchestration will automatically update supply so it has the latest details for the line.

If you enable the Update Attributes on Split Order Lines for Partial Shipments feature, then you also automatically enable the Improve Supply Tracking for Sales Orders in Your Back-to-Back Flows feature. For details, see Update Attributes on Split Order Lines for Partial Shipments.

Don't enable either feature.

Orchestration will close the supply order as soon as Shipping ships any part of the order line, and Orchestration won't track any other modifications that you make on the line.

You can't modify the quantity on line y after Shipping ships line x.

Key Resources

Role And Privileges

  • Supply Chain Operations Manager (ORA_DOS_SUPPLY_CHAIN_OPERATIONS_MANAGER_JOB)

Selected Supply Chain Orchestration Bug Fixes in This Update

This update includes some bug fixes that can change the way Oracle Supply Chain Orchestration works. This isn't a full list of all the bug fixes in this update. This list includes the bug fixes that can cause a noticeable change in application behavior.

Display Your Own Work Order Status

The Supply Chain Orchestration work area displayed only predefined statuses prior to update 23A. For example, assume you created your own status named MyStatus. The work area displayed one of the predefined statuses even if the work order's run time status was MyStatus. With this update, the work area will display MyStatus.

Oracle reference: 34543645

Steps to Enable

You don't need to do anything to enable this feature.

Demand Management

Demand Management

Copy Measure Data Between Demand Plans

A variety of business situations require measure data to be moved across demand plans. For example, you may want to move the final shipments forecast from a simulation plan to the plan of record. This update enables you to efficiently manage plan data when forecast data exists in multiple plans. You can copy measure data from one demand plan to another by mapping measures in a source demand plan to the same or different measures in the target demand plan.

This feature enhances the existing Load Measures from Other Plans task to support copying measure data between demand plans.

Watch a Demo.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

Review the following Readiness Training for information on the Load Measures from Other Plans task including previous enhancements:

Role And Privileges

There are no new roles or security privileges needed to access this enhancement. Users who currently have access to the Load Measures from Other Plans task will automatically be able to use this feature.

You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

  • Users who are assigned the predefined job role Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB) are automatically able to access this feature.
  • Users who are assigned configured job roles that contain these privileges are able to access this feature:
    • Load Measure Data from Other Plans (MSC_LOAD_MEASURES_FROM_OTHER_PLANS_PRIV) for access to the Load Measures from Other Plans task.
    • Run Plan with Snapshot (MSC_RUN_PLAN_WITH_SNAPSHOT_PRIV) for access to the Orchestrate Load Measures Processes job in the Scheduled Processes work area.

Search for Measure-Based Exceptions Using Additional Criteria

You can now search for measure-based exceptions by filtering on planners and item categories that are of interest to you. These filters are in addition to the attributes previously available for search. With these additions, you can manage the plans for your enterprise by focusing on the exceptions that matter the most to you.

For example, you can now filter measure-based exceptions using the fields highlighted in the following screenshot.

Watch a Demo.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

If a measure-based exception was created at the Category level, then the catalog selected for the Hierarchy field will be considered for that specific measure. On the Exceptions page, categories specific to that catalog will appear.

Key Resources

Role And Privileges

You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

  • Users who are assigned any of these predefined job roles are automatically able to access this feature:
    • Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
    • Demand and Supply Planner (ORA_MSC_DEMAND_AND_SUPPLY_PLANNER_JOB)
    • Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
    • Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
    • Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
    • Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB) role is common for all the above work area
  • There's no change to existing privileges needed to take advantage of this feature. If a user has access to the Exceptions tab, then the user will see the new fields for filtering.

Hover on a Value in a Pivot Table to Display Measure Description

With this update, your planner productivity is enhanced by the ability to display measure descriptions in planning tables with no clicks. When the intent of a particular measure isn’t clear to you, you can hover over the measure to see the associated description for the measure.

Example of the description for the Net Forecast measure appearing as a result of hovering over the measure in the Material Plan table.

This feature is available for any predefined or user-defined pivot table that is configured using the selector tool. This feature is also available in the Build Plan.

Steps to Enable

You don't need to do anything to enable this feature.

Role And Privileges

You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

  • Users who are assigned any of these predefined job roles are automatically able to access this feature:
    • Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
    • Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
    • Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
    • Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
    • Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
  • Users will need one of the following privileges in planning to access this feature:
    • View Planning Tables (MSC_VIEW_PLANNING_TABLES_PRIV)
    • Maintain Planning Tables (MSC_MAINTAIN_PLANNING_TABLES_PRIV)

Receive Detailed Responses When You Call the Planning Table Data REST Service

When you’re using the Planning Table Data REST service for large volumes of data, it’s likely that some of the rows of data being uploaded have errors. Typically, these errors require some human intervention to analyze the cause of the errors and then upload the corrected data. This update enables faster analysis by pinpointing the data rows that have errors and the cause for the errors.

Here's an example of the detailed responses received after the POST operation performed by the Planning Table Data REST Service.

In this example of the POST operation, one of the highlighted member combinations, abcd-KB-CSP-COND-VALVE, in the payload isn't valid. After the POST operation is completed, planning returns a message that provides information on the invalid combination that couldn't be found in the planning table data and informs the user to investigate further by reviewing the application log

Example of POST payload:

{

"TableHierarchies": "Product,Enterprise,APS Calendar,APS Calendar",

"TableDataHeader": "Item,Organization,Period,Week,Net Forecast,Manual Demand, Planned Orders",

"TableData": "abcd-KB-CSP-COND-VALVE,M3,12/10/29,12/31/29,11,0,0,1,1,1\r\nKB-CSP-COND-VALVE,M3,01/07/30,01/07/30,2,3,4\r\n"

}

2 combination points : abcd-KB-CSP-COND-VALVE,M3,12/10/29,12/31/29,11,0,0,1,1,1\r\n KB-CSP-COND-VALVE,M3,01/07/30,01/07/30,2,3,4\r\n

Message returned by POST operation:

"Message": "The service was completed. Refer to message details for diagnostic information.

(MSC-2806429)<br> Payload Combination Points = 2, Parsed Combination Points = 1, No Value Points = 0, Same Value Points = 0, Found Points = 3.

For more details check the application log at the ServiceServer_1 service server.",

Payload Combination Points = 2   - 2 combination points in payload

Parsed Combination Points = 1     - after validation, only 1 combination point is found in table data

....

To know exactly which combination point is invalid Log should be enabled at SEVERE level and  check the application log at the ServiceServer_1

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Supply Chain PlanningNo Longer Optional From: Update 23C

Key Resources

Role And Privileges

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

  • Users who are assigned any of these predefined job roles can access this feature:
    • Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
    • Supply Chain Planning Application Administrator (ORA_MSC_SUPPLY_CHAIN_PLANNING_APPLICATION_ADMINISTRATOR_JOB)
    • Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
    • Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
    • Order Promising Manager (ORA_MSC_ORDER_PROMISING_MANAGER_JOB)
    • Sales & Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
    • Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
  • Users who are assigned a configured job role that contains this privilege can access this feature:
    • No new privileges are required for this feature to be used. Users who are assigned the Maintain Planning Tables privilege (MSC_MAINTAIN_PLANNING_TABLES) are automatically able to access this feature.

Improve Performance When Refreshing Measure Data Collected at an Aggregate Level

You can load data for stored measures in Oracle Fusion Cloud Supply Chain Planning at an aggregate level using the Supply Chain Planning Measures file-based data import (FBDI) template. For example, if a measure is configured with the stored dimension levels of Item, Organization, Customer Site, Demand Class, and Day, then you can load data for this measure either at these stored levels or at aggregate levels that are parents of these stored levels, such as product category, business unit, customer, demand class, and month.

Measure data that's collected at an aggregate level is disaggregated to the stored levels during the data refresh step in a plan run and when you incrementally refresh a plan after loading new measure data.

The process that disaggregates measure data is single-threaded. Consequently, long processing times can result when there's a large volume of measure data to disaggregate.

With this 23A update, you can reduce the run time by configuring disaggregation to run as a multithreaded process. In this case, the disaggregate measure process runs in parallel for different time ranges within the time range for the collected data.

When run as a multithreaded process, the disaggregate measure process groups the collected data into 90-day increments by default and processes each increment in parallel. For example, if you've collected measure data at an aggregate level for the past year (365 days), then the process runs five disaggregation jobs in parallel with four jobs each processing 90 days of data and the fifth job processing the remaining five days of data.

Steps to Enable

To enable multithreading for the process that disaggregates data for all plans in your work area, follow these steps:

  1. In the Demand Management, Demand and Supply Planning, Plan Inputs, Planning Central, Replenishment Planning, Sales and Operations Planning or Supply Planning work area, go to the Manage Planning Profile Options task.
  1. On the Manage Planning Profile Options page, search for the SCP_PARAMETER_OVERRIDES profile option code.
  1. If the SCP_PARAMETER_OVERRIDES profile option exists, then add a profile value as follows:
    • Profile Level: Select Site to set the value globally for all users. Select User to set the value for a specific user, in which case you must then select a user. User-level values take precedence over the site-level value.
    • Profile Value: Enter enableParallelDisaggMeasure=true. You can enter multiple profile values for a profile level provided you separate them with spaces.
  1. If the SCP_PARAMETER_OVERRIDES profile option doesn't exist, then follow these steps:
    1. In the Setup and Maintenance work area, search for and select the Manage Profile Options task.
    2. Create the profile option as follows:
      • Profile Option Code: SCP_PARAMETER_OVERRIDES
      • Profile Display Name: SCP_PARAMETER_OVERRIDES
      • Application: Planning Common
      • Module: Planning Common
      • Start Date: current date
      • Leave the remaining fields blank.
    3. Save the profile option.
    4. For the profile option levels, select the check boxes under the Enabled and Updatable columns for both the Site and User levels.
    5. Save the profile option.
    6. In the Demand Management, Demand and Supply Planning, Plan Inputs, Planning Central, Replenishment Planning, Sales and Operations Planning or Supply Planning work area, go to the Manage Planning Profile Options task.
    7. On the Manage Planning Profile Options page, search for the SCP_PARAMETER_OVERRIDES profile option code.
    8. Set the profile value as previously explained.

For more information, see the topics titled Set Profile Option Values and Create and Edit Profile Options.

To enable multithreading for the process that disaggregates data in a single plan that's enabled for demand forecasting, follow these steps:

  1. In the Demand Management, Demand and Supply Planning, Replenishment Planning, or Sales and Operations Planning work area, on the Plan Options page for the plan, click the Demand tab.
  1. Click the Select Advanced Options button.
  1. In the Demand: Advanced Options dialog box, in Forecasting Control Parameters, in the Parameter Overrides field, enter enableParallelDisaggMeasure=true. You can enter multiple values in the Parameter Overrides field provided you separate them with the number sign (#).

You can override the default of 90 days after you've enabled multithreading for the process that disaggregates data. To override the default for the multithreaded process, follow these steps:

  1. In the Setup and Maintenance work area, search for and select the Manage Profile Options task.

  2. Create a profile option as follows:
    • Profile Option Code: MSC_DISAGG_PERF_BATCH_SIZE
    • Profile Display Name: MSC_DISAGG_PERF_BATCH_SIZE
    • Application: Planning Common
    • Module: Planning Common
    • Start Date: current date
    • Leave the remaining fields blank.
  1. Save the profile option.
  1. For the profile option levels, select the check boxes under the Enabled and Updatable columns for both the Site and User levels.
  1. Save the profile option.
  1. In the Demand Management, Demand and Supply Planning, Plan Inputs, Planning Central, Replenishment Planning, Sales and Operations Planning or Supply Planning work area, go to the Manage Planning Profile Options task.
  1. On the Manage Planning Profile Options page, search for the MSC_DISAGG_PERF_BATCH_SIZE profile option code.
  1. Set the profile value as follows:
    • Profile Level: Select Site to set the value globally for all users. Select User to set the value for a specific user, in which case you must then select a user. User-level values take precedence over the site-level value.
    • Profile Value: Enter the number of days for processing in each parallel job. You can enter multiple profile values for a profile level provided you separate them with spaces.

You may need to work with someone who has administration privileges to make these profile-related changes.

Role And Privileges

There are no new roles or security privileges needed to access this enhancement. Users who currently have access to run plans will automatically be able to use this feature.

You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

  • Users who are assigned any of these predefined job roles are automatically able to access this feature:
    • Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
    • Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
    • Supply Chain Planning Application Administrator (ORA_MSC_SUPPLY_CHAIN_PLANNING_APPLICATION_ADMINISTRATOR_JOB)
    • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)
  • Users who are assigned configured job roles that contain this privilege are able to access this feature:
    • Run Plan with Snapshot (MSC_RUN_PLAN_WITH_SNAPSHOT_PRIV)

Replenishment Planning

Maintain optimum inventory levels at each node of your supply chain to meet customer service targets at the lowest inventory cost. Use automated processes to maintain inventory policy parameters and improve customer service levels. These automated processes dynamically update the inventory to keep on hand and reduce costs by calculating the economic order quantity for replenishment when appropriate.

After you opt in to the feature named Replenishment Planning, you can use the features described in this section.

Honor Expiration and Hold Dates for On-Hand Lots in Replenishment Planning

In some industries, such as healthcare and consumer goods, transacted inventory goes through an inspection process before being shipped or sold to a customer. When an on-hand lot is received, it’s placed on hold until released by quality management personnel. This process makes the on-hand lot unusable until after the on-hand lot hold-date. Likewise, the on-hand lots received have an expiration date and aren’t used to meet demand after the expiration date.

Oracle Replenishment Planning now respects both expiration dates and hold dates on on-hand lots. Replenishment Planning will use up on-hand lots in order of expiration date and set unused lot quantity as Expired Lot. You can view the expired lots on both the Replenishment Workbench and Supplies and Demands pages. In addition, on-hand lots with a hold date will be shown as available supply only from the lot hold-date. Until the hold-date, the supply will be displayed in the In Receiving measure on the Replenishment Workbench page.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Supply Chain PlanningNo Longer Optional From: Update 23C

If you want to use the Honor Expiration and Hold Dates on On-Hold Lots in Replenishment Planning feature, then you must opt in to these two features:

  1. Replenishment Planning. If you’ve already opted in to Replenishment Planning, then you don’t have to opt in again
  2. Honor Expiration and Hold Dates on On-Hold Lots in Replenishment Planning

Tips And Considerations

If you're using a configured measure catalog, then ensure that you include the new Expired Lot Quantity measure in your configured measure catalog.

Note that lot expiration date and lot hold date are respected during inventory rebalancing process also.

Key Resources

Role And Privileges

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

  • Users who are assigned to this predefined job role are automatically able to access this feature:
    • Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
  • Users who are assigned configured job roles that contain these privileges are able to access this feature:
    • Monitor Replenishment Planning Work Area (MSC_MONITOR_REPLENISHMENT_PLANNING_WORK_AREA_PRIV)
    • Manage Segments (MSC_MANAGE_SEGMENTS_PRIV)

Respect Supersession Relationships in Replenishment Plans

In the service parts and aftermarket parts industries, a supersession relationship is defined to recognize that an ordered item can be superseded by a chain of items. This relationship ensures you can keep track of older revisions by cross-referencing item numbers. You can set up these relationships to prevent ordering an item you may have in stock because an older item is replaced by a newer one. Typically, an item is superseded when its effective date become obsolete. The supersession relationships may be defined as a unilateral or bilateral chain.

Oracle Replenishment Planning evaluates the item supersession relationships and searches for supplies to ensure you can minimize obsolete inventory and provide automated substitution for superseded items. While searching for supplies, Replenishment Planning considers supply availability of earlier revisions, organization-level supersession parameters, plan options related to item supplies, supply attributes create supply flag, and create-supply-after date. You can use the Create analysis hierarchies scheduled process to review plan results and analytics at the aggregate level on the Replenishment Workbench page for items connected by bilateral supersession relationships.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Supply Chain Planning

Tips And Considerations

If you want to use the Respect Supersession Relationships in Replenishment Planning feature, then you must opt in to its parent feature: Replenishment Planning. If you’ve already opted in to this parent feature, then you don’t have to opt in again.

Key Resources

Role And Privileges

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

  • Users who are assigned to this predefined job role are automatically able to access this feature:
    • Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
  • Users who are assigned configured job roles that contain these privileges are able to access this feature:
    • Monitor Replenishment Planning Work Area (MSC_MONITOR_REPLENISHMENT_PLANNING_WORK_AREA_PRIV)
    • Manage Segments (MSC_MANAGE_SEGMENTS_PRIV)

Use User-Defined Forecast Measures as a Demand Schedule in Replenishment Plans

With this update, you now have the flexibility to use user-defined or predefined demand measures and forecast accuracy measures in your replenishment planning process. You can now use both user-defined and predefined demand measures as a demand schedule in your replenishment plans for computation of inventory policies, statistical safety stock, inventory rebalancing, and generation of planned orders. The list of forecast measures supported in the drop-down list for the End Item Demand field include:

  • Approved Final Bookings Forecast
  • Approved Final Shipments Forecast
  • Final Bookings Forecast
  • Final Consumption Forecast
  • Final Shipment Forecast
  • Any user-defined measure in the group End Item Demand present in the Demand Management work area.

In addition, you can also use predefined and user-defined forecast accuracy measures. When you select your forecast accuracy measures, you can select predefined or user-defined forecast measures for each of the following options:

  • Measure for MAPE: Bookings Forecast MAPE, Shipments Forecast MAPE, Consumption Forecast MAPE, and any user-defined measure in group Forecast Error MAPE present in the Demand Management work area.
  • Measure for Intermittent Demand: Bookings Forecast Is Intermittent, Shipments Forecast Is Intermittent, Consumption Forecast Is Intermittent, and any user-defined measure in group Intermittent Demand present in the Demand Management work area.
  • Measure for Average Interarrival Time: Bookings Forecast Average Interarrival Time, Shipments Forecast Average Interarrival Time, Consumption Forecast Average Interarrival Time, and any user-defined measure in group Average Interarrival Time present in the Demand Management work area.

Note that the Forecast Accuracy Measures column is relevant only if Calculate Policies is enabled in the replenishment plan.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Supply Chain Planning

Tips And Considerations

If you want to use the Use User-Defined Forecast Measures as Demand Schedule in Replenishment Plans feature, then you must opt in to its parent feature: Replenishment Planning. If you’ve already opted in to this parent feature, then you don’t have to opt in again.

Key Resources

Role And Privileges

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

  • Users who are assigned to this predefined job role are automatically able to access this feature:
    • Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
  • Users who are assigned configured job roles that contain these privileges are able to access this feature:
    • Monitor Replenishment Planning Work Area (MSC_MONITOR_REPLENISHMENT_PLANNING_WORK_AREA_PRIV)
    • Manage Segments (MSC_MANAGE_SEGMENTS_PRIV)

Search for Measure-Based Exceptions Using Additional Criteria

You can now search for measure-based exceptions by filtering on planners and item categories that are of interest to you. These filters are in addition to the attributes previously available for search. With these additions, you can manage the plan for your enterprise by focusing on the exceptions that matter the most to you.

For example, you can now filter measure-based exceptions using the fields highlighted in the following screenshot.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Supply Chain Planning

Tips And Considerations

  • If you want to use the Search for Measure-Based Exceptions Using Additional Criteria feature, then you must opt in to its parent feature: Replenishment Planning. If you’ve already opted in to this parent feature, then you don’t have to opt in again.
  • If a measure-based exception was created at the Category level, then the catalog selected for the Hierarchy field will be considered for that specific measure. On the Exceptions page, categories specific to that catalog will appear.

Role And Privileges

You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

  • Users who are assigned any of these predefined job roles are automatically able to access this feature:
    • Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
    • Demand and Supply Planner (ORA_MSC_DEMAND_AND_SUPPLY_PLANNER_JOB)
    • Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
    • Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
    • Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
    • Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB) role is common for all the above work area
  • There's no change to existing privileges needed to take advantage of this feature. If a user has access to the Exceptions page, then the user will see the new fields for filtering.

Hover on a Value in a Pivot Table to Display Measure Description

With this update, your planner productivity is enhanced by the ability to display measure descriptions in planning tables with no clicks. When the intent of a particular measure isn’t clear to you, you can hover over the measure to see the associated description for the measure.

Example of the description for the Net Forecast measure appearing as a result of hovering over the measure in the Material Plan table.

This feature is available for any predefined or user-defined pivot table that is configured using the selector tool. This feature is also available in the Build Plan.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Supply Chain Planning

Tips And Considerations

If you want to use the Hover on a Value in a Pivot Table to Display Measure Description feature, then you must opt in to its parent feature: Replenishment Planning. If you’ve already opted in to this parent feature, then you don’t have to opt in again.

Role And Privileges

You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

  • Users who are assigned any of these predefined job roles are automatically able to access this feature:
    • Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
    • Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
    • Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
    • Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
    • Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
  • Users will need one of the following privileges in planning to access this feature:
    • View Planning Tables (MSC_VIEW_PLANNING_TABLES_PRIV)
    • Maintain Planning Tables (MSC_MAINTAIN_PLANNING_TABLES_PRIV)

Use Supplier Sites Codes That Are up to 240 Characters

Supplier site codes typically are a short alphanumeric character set. However, in some business situations, it may be useful to have a longer site code to improve readability. In this update, the maximum length of the supplier site code has been increased to 240 characters in conjunction with the same capability in Oracle Fusion Cloud Procurement. This change is applicable for both Oracle Fusion source systems and external source systems for which you can collect supplier site codes up to the new maximum using the Oracle file-based data import template for Supply Chain Planning Suppliers (ScpSupplierImportTemplate.xlsm).

Here's an example of the Supply Network Model page showing supplier sites for Big Computers. Two of the sites have a supplier site code longer than 30 characters, which was the maximum supported by planning in previous updates.

Depending on the width of the column, the data may be truncated, in which case the ellipses are displayed. If you hover over the field, the full supplier site code is displayed in the hover text.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Supply Chain Planning

Tips And Considerations

If you want to use the Use Supplier Sites Codes That Are up to 240 Characters feature, then you must opt in to its parent feature: Replenishment Planning. If you’ve already opted in to this parent feature, then you don’t have to opt in again.

  • Whether a longer supplier site code can be entered in Oracle Fusion Cloud Procurement is controlled through an opt in feature named Create Supplier Sites with Longer Names.
  • Planning collects the full supplier site codes (up to 240 characters) that have been saved to the Oracle Fusion database regardless of whether the opt-in feature noted in the preceding bullet is enabled or not.

Role And Privileges

  • Users who are assigned any of these predefined job roles are automatically able to access this feature:
    • Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
    • Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
    • Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
    • Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
    • Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
    • Backlog Manager (ORA_MSC_BACKLOG_MANAGER_JOB)
    • Order Promising Manager (ORA_MSC_ORDER_PROMISING_MANAGER_JOB)
  • There's no change to existing privileges needed to take advantage of this feature. If a user has access to a page that displays supplier site code, then the user will see the longer value for a supplier site code after it's collected into planning.

Receive Detailed Responses When You Call the Planning Table Data REST Service

When you’re using the Planning Table Data REST service for large volumes of data, it’s likely that some of the rows of data being uploaded have errors. Typically, these errors require some human intervention to analyze the cause of the errors and then upload the corrected data. This update enables faster analysis by pinpointing the data rows that have errors and the cause for the errors.

Here's an example of the detailed responses received after the POST operation performed by the Planning Table Data REST Service.

In this example of the POST operation, one of the highlighted member combinations, abcd-KB-CSP-COND-VALVE, in the payload isn't valid. After the POST operation is completed, planning returns a message that provides information on the invalid combination that couldn't be found in the planning table data and informs the user to investigate further by reviewing the application log

Example of POST payload:

{

"TableHierarchies": "Product,Enterprise,APS Calendar,APS Calendar",

"TableDataHeader": "Item,Organization,Period,Week,Net Forecast,Manual Demand, Planned Orders",

"TableData": "abcd-KB-CSP-COND-VALVE,M3,12/10/29,12/31/29,11,0,0,1,1,1\r\nKB-CSP-COND-VALVE,M3,01/07/30,01/07/30,2,3,4\r\n"

}

2 combination points : abcd-KB-CSP-COND-VALVE,M3,12/10/29,12/31/29,11,0,0,1,1,1\r\n KB-CSP-COND-VALVE,M3,01/07/30,01/07/30,2,3,4\r\n

Message returned by POST operation:

"Message": "The service was completed. Refer to message details for diagnostic information.

(MSC-2806429)<br> Payload Combination Points = 2, Parsed Combination Points = 1, No Value Points = 0, Same Value Points = 0, Found Points = 3.

For more details check the application log at the ServiceServer_1 service server.",

Payload Combination Points = 2   - 2 combination points in payload

Parsed Combination Points = 1     - after validation, only 1 combination point is found in table data

....

To know exactly which combination point is invalid Log should be enabled at SEVERE level and  check the application log at the ServiceServer_1

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Supply Chain PlanningNo Longer Optional From: Update 23C

Tips And Considerations

If you want to use the Receive Detailed Responses When You Call the Planning Table Data REST Service feature, then you must opt in to these two features:

  • Replenishment Planning. If you’ve already opted in to Replenishment Planning, then you don’t have to opt in again
  • Receive Detailed Responses When You Call the Planning Table Data REST Service

Role And Privileges

You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

  • Users who are assigned any of these predefined job roles can access this feature:
    • Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
    • Supply Chain Planning Application Administrator (ORA_MSC_SUPPLY_CHAIN_PLANNING_APPLICATION_ADMINISTRATOR_JOB)
    • Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
    • Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
    • Order Promising Manager (ORA_MSC_ORDER_PROMISING_MANAGER_JOB)
    • Sales & Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
    • Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
  • Users who are assigned a configured job role that contains this privilege can access this feature:
    • No new privileges are required for this feature to be used. Users who are assigned the Maintain Planning Tables privilege (MSC_MAINTAIN_PLANNING_TABLES) are automatically able to access this feature.

Improve Performance When Refreshing Measure Data Collected at an Aggregate Level

You can load data for stored measures in Oracle Fusion Cloud Supply Chain Planning at an aggregate level using the Supply Chain Planning Measures file-based data import (FBDI) template. For example, if a measure is configured with the stored dimension levels of Item, Organization, Customer Site, Demand Class, and Day, then you can load data for this measure either at these stored levels or at aggregate levels that are parents of these stored levels, such as product category, business unit, customer, demand class, and month.

Measure data that's collected at an aggregate level is disaggregated to the stored levels during the data refresh step in a plan run and when you incrementally refresh a plan after loading new measure data.

The process that disaggregates measure data is single-threaded. Consequently, long processing times can result when there's a large volume of measure data to disaggregate.

With this 23A update, you can reduce the run time by configuring disaggregation to run as a multithreaded process. In this case, the disaggregate measure process runs in parallel for different time ranges within the time range for the collected data.

When run as a multithreaded process, the disaggregate measure process groups the collected data into 90-day increments by default and processes each increment in parallel. For example, if you've collected measure data at an aggregate level for the past year (365 days), then the process runs five disaggregation jobs in parallel with four jobs each processing 90 days of data and the fifth job processing the remaining five days of data.

Steps to Enable

To enable multithreading for the process that disaggregates data for all plans in your work area, follow these steps:

  1. In the Demand Management, Demand and Supply Planning, Plan Inputs, Planning Central, Replenishment Planning, Sales and Operations Planning or Supply Planning work area, go to the Manage Planning Profile Options task.
  1. On the Manage Planning Profile Options page, search for the SCP_PARAMETER_OVERRIDES profile option code.
  1. If the SCP_PARAMETER_OVERRIDES profile option exists, then add a profile value as follows:
    • Profile Level: Select Site to set the value globally for all users. Select User to set the value for a specific user, in which case you must then select a user. User-level values take precedence over the site-level value.
    • Profile Value: Enter enableParallelDisaggMeasure=true. You can enter multiple profile values for a profile level provided you separate them with spaces.
  1. If the SCP_PARAMETER_OVERRIDES profile option doesn't exist, then follow these steps:
    1. In the Setup and Maintenance work area, search for and select the Manage Profile Options task.
    2. Create the profile option as follows:
      • Profile Option Code: SCP_PARAMETER_OVERRIDES
      • Profile Display Name: SCP_PARAMETER_OVERRIDES
      • Application: Planning Common
      • Module: Planning Common
      • Start Date: current date
      • Leave the remaining fields blank.
    3. Save the profile option.
    4. For the profile option levels, select the check boxes under the Enabled and Updatable columns for both the Site and User levels.
    5. Save the profile option.
    6. In the Demand Management, Demand and Supply Planning, Plan Inputs, Planning Central, Replenishment Planning, Sales and Operations Planning or Supply Planning work area, go to the Manage Planning Profile Options task.
    7. On the Manage Planning Profile Options page, search for the SCP_PARAMETER_OVERRIDES profile option code.
    8. Set the profile value as previously explained.

For more information, see the topics titled Set Profile Option Values and Create and Edit Profile Options.

To enable multithreading for the process that disaggregates data in a single plan that's enabled for demand forecasting, follow these steps:

  1. In the Demand Management, Demand and Supply Planning, Replenishment Planning, or Sales and Operations Planning work area, on the Plan Options page for the plan, click the Demand tab.
  1. Click the Select Advanced Options button.
  1. In the Demand: Advanced Options dialog box, in Forecasting Control Parameters, in the Parameter Overrides field, enter enableParallelDisaggMeasure=true. You can enter multiple values in the Parameter Overrides field provided you separate them with the number sign (#).

You can override the default of 90 days after you've enabled multithreading for the process that disaggregates data. To override the default for the multithreaded process, follow these steps:

  1. In the Setup and Maintenance work area, search for and select the Manage Profile Options task.

  2. Create a profile option as follows:
    • Profile Option Code: MSC_DISAGG_PERF_BATCH_SIZE
    • Profile Display Name: MSC_DISAGG_PERF_BATCH_SIZE
    • Application: Planning Common
    • Module: Planning Common
    • Start Date: current date
    • Leave the remaining fields blank.
  1. Save the profile option.
  1. For the profile option levels, select the check boxes under the Enabled and Updatable columns for both the Site and User levels.
  1. Save the profile option.
  1. In the Demand Management, Demand and Supply Planning, Plan Inputs, Planning Central, Replenishment Planning, Sales and Operations Planning or Supply Planning work area, go to the Manage Planning Profile Options task.
  1. On the Manage Planning Profile Options page, search for the MSC_DISAGG_PERF_BATCH_SIZE profile option code.
  1. Set the profile value as follows:
    • Profile Level: Select Site to set the value globally for all users. Select User to set the value for a specific user, in which case you must then select a user. User-level values take precedence over the site-level value.
    • Profile Value: Enter the number of days for processing in each parallel job. You can enter multiple profile values for a profile level provided you separate them with spaces.

You may need to work with someone who has administration privileges to make these profile-related changes.

Role And Privileges

There are no new roles or security privileges needed to access this enhancement. Users who currently have access to run plans will automatically be able to use this feature.

You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.

  • Users who are assigned any of these predefined job roles are automatically able to access this feature:
    • Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
    • Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
    • Supply Chain Planning Application Administrator (ORA_MSC_SUPPLY_CHAIN_PLANNING_APPLICATION_ADMINISTRATOR_JOB)
    • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)
  • Users who are assigned configured job roles that contain this privilege are able to access this feature:
    • Run Plan with Snapshot (MSC_RUN_PLAN_WITH_SNAPSHOT_PRIV)