- Revision History
- Overview
- Pre-Update and Post-Update Tasks
- Optional Uptake of New Features (Opt In)
- Feature Summary
- Supply Chain Orchestration
- Demand Management
-
- Demand Management
- Replenishment Planning
-
- Plan Across a Multiechelon Replenishment Network
- Partially Fulfill Demands with Existing Supplies During End Item Substitution and Supersession
- Enable Periodic Automatic Replenishment as a New Inventory Policy
- Make Effective Purchasing Decisions Using Buyer Planning
- Specify Rolling Date Ranges to Load Planning Measure Data Using File-Based Data Imports
- Audit Measure Data Changes Directly from a Table Cell
- Specify Multiple Measure Catalogs for Export of Data from a Single Plan
- Display Labels for Time Periods in Analytics
- Enable Planners to Release Planned Orders from the Same Plan at the Same Time
-
- IMPORTANT Actions and Considerations
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
Date | Module | Feature | Notes |
---|---|---|---|
01 SEP 2023 | Created initial document. |
HAVE AN IDEA?
We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.
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.
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.
This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.
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:
- Click Navigator > My Enterprise > New Features.
- On the Features Overview page, select your offering to review new features specific to it. Or, you can leave the default selection All Enabled Offerings to review new features for all offerings.
- On the New Features tab, review the new features and check the opt-in status of the feature in the Enabled column. If a feature has already been enabled, you will see a check mark. Otherwise, you will see an icon to enable the feature.
- Click the icon in the Enabled column and complete the steps to enable the feature.
In some cases, you might want to opt in to a feature that's not listed in the New Features work area. Here's how to opt in:
- Click Navigator > My Enterprise > Offerings.
- On the Offerings page, select your offering, and then click Opt In Features.
- On the Opt In page, click the Edit Features (pencil) icon for the offering, or for the functional area that includes your feature.
- On the Edit Features page, complete the steps to enable the feature.
For more information and detailed instructions on opting in to new features for your offering, see Configure Offerings.
Opt In Expiration
Occasionally, features delivered Disabled via Opt In may be enabled automatically in a future update. This is known as an Opt In Expiration. If your cloud service has any Opt In Expirations you will see a related tab in this document. Click on that tab to see when the feature was originally delivered Disabled, and when the Opt In will expire, potentially automatically enabling the feature. You can also click here to see features with Opt In Expirations across all Oracle Cloud Applications.
Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
Extend the View Manual Reservations for Your Back-to-Back Sales Orders Feature
Extend the View Manual Reservations for Your Back-to-Back Sales Orders feature so you can view all of the reservations that you create manually in a back-to-back flow. Before this release, you could view manual reservations only for lines that have an Unassigned supply type on the supply order. Now you can view the supply orders, transfer orders, purchase orders, and work orders that fulfill all of your manual reservations even while Oracle Supply Chain Orchestration is still processing that supply. Also, before this release, you couldn't cancel a manual reservation when you cancel the order line. Now you can.
If a manual reservation might cause excess supply, then the Supply Orchestration work area displays a new icon on the supply line. If you hover over it, you'll see the Excess Supply text.
Quickly see what excess supply you have reserved for each sales order in your back-to-back flows.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- You must manually opt into the View Manual Reservations for Your Back-to-Back Sales Orders feature until update 24A.
- Supply Chain Orchestration doesn't automatically modify a manual reservation for a change in demand that it receives from Oracle Order Management. You must manually modify the reservation.
- The quantity for the work order, purchase request, or transfer order might be different from the reservation's quantity or the quantity on the supply or tracking line because other requests might also use the work order, purchase request, or transfer order.
Access Requirements
The feature is available to any privilege that can create and submit a sales order.
Users who are assigned a configured job role that contains these privileges can access this feature:
- Initiate Order (FOM_CREATE_ORDER_PRIV)
- Submit Order (FOM_SUBMIT_ORDER_PRIV)
Hold Changes from Manufacturing Until Purchase Orders Are Ready in Outside Processing Flows
Use Oracle Supply Chain Orchestration to temporarily hold the changes that you receive from Oracle Manufacturing. Use this feature in your outside processing flow when a work order or an operation undergoes change, but Oracle Purchasing hasn't created the purchase order or is revising it.
Here's how it works:
- A work order or an operation undergoes a change in your outside processing flow, and then Oracle Manufacturing sends an update request to Supply Chain Orchestration. Manufacturing might send another request each time a work order or operation undergoes change.
- If Purchasing hasn’t created the purchase order or is revising it, then Supply Chain Orchestration temporarily holds the update request.
- Purchasing creates or finishes revising the purchase order, and then Supply Chain Orchestration automatically sends the most recent update request that it has received from Oracle Manufacturing to Purchasing.
Increase your processing efficiency and prevent failures that happen when you send an update request to Purchasing. Instead of having Supply Chain Orchestration send every request that it receives from Manufacturing to Purchasing, wait until Purchasing creates or finishes revising the purchase order, then send only the latest request.
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: Manufacturing and Supply Chain Materials Management No Longer Optional From: Update 24D
Key Resources
Access Requirements
Users who are assigned a configured job role that contains these privileges can access this feature:
- Process Supply Order Interface (DOS_PROCESS_SUPPLY_ORDER_INTERFACE_PRIV)
- View Supply Orders (DOS_VIEW_SUPPLY_ORDERS_PRIV)
- Manage Supply Request Exceptions (DOS_MANAGE_SUPPLY_REQUEST_EXCEPTIONS_PRIV)
- View Supply Order Exceptions and Status (DOS_VIEW_SUPPLY_ORDER_EXCEPTIONS_AND_STATUS_PRIV)
No new privileges were introduced to support this feature.
Use Redesigned Pages to Create Transfer Supply Requests
Use a redesigned page to help you create a transfer request on your desktop, tablet, or mobile device. Supply Chain Orchestration will display the supply source that provides the optimal fulfillment for your request, by default. You can accept the default supply source or pick another one from a list of sources when you create the request. You can create the request for a standard item or for an item that's part of a project.
Improve your user experience when you need to create a transfer request on your desktop, tablet, or mobile device.
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: Manufacturing and Supply Chain Materials Management
Tips And Considerations
Here's some of the cool new stuff you can do:
- Use the New Supply Request task in the Supply Chain Orchestration work area to create a transfer request.
- Use the Manage Item Quantities task in the Inventory Management work area to create the request.
- Set the Destination Type attribute on your request to Inventory or to Expense.
- Set the Transfer Type attribute on your request to Inter Organization or to Intra Organization.
- Create and submit more than one request for one or more destination organizations.
- Your request can use the item's primary UOM or a nonprimary UOM.
- Accept the supply source that provides the optimal fulfillment, or select another source from a list of sources that Supply Chain Orchestration automatically ranks for you according to availability.
- Create a transfer request for a project.
Key Resources
Access Requirements
Users who are assigned a configured job role that contains these privileges can access this feature:
- Process Supply Order Interface (DOS_PROCESS_SUPPLY_ORDER_INTERFACE_PRIV)
- View Supply Orders (DOS_VIEW_SUPPLY_ORDERS_PRIV)
- Manage Supply Request Exceptions (DOS_MANAGE_SUPPLY_REQUEST_EXCEPTIONS_PRIV)
- View Supply Order Exceptions and Status (DOS_VIEW_SUPPLY_ORDER_EXCEPTIONS_AND_STATUS_PRIV)
Specify Rolling Date Ranges to Load Planning Measure Data Using File-Based Data Imports
When you load measure data to Oracle Fusion Cloud Supply Chain Planning using the file-based data import (FBDI) process, you may want to purge data that was previously collected before loading the latest data. For example, if you’re loading data for the Bookings History measure named Booked Item by Scheduled Ship Date, the data would typically have changed over the past few days due to changes in scheduled ship dates. Therefore, you probably want to load the data for the latest few weeks while making no changes in other time periods.
To determine what data will be replaced for this type of use case, you can now specify a date range for purging existing collected data in the parameters for the Load Planning Data from Files scheduled process. The date range can be specified as the number of days before and after the current date. Any existing data in the date range will be replaced while leaving the rest of the data intact.
Prior to this enhancement, when you loaded data for a measure using the FBDI process in targeted mode, all the previously loaded data for the measure got purged. In net change FBDI load, previously loaded data doesn't get purged, but gets overwritten if there is a match between the previously loaded and new data in the measure csv file.
Load Planning Data from Files
Time range purge during FBDI load is supported for both the Net Change and Targeted collection type. To purge the previously loaded measure data for a time range relative to today's date, you must first select Yes for the Enable Date Range for Purging Time-Dimensioned Measure parameter, and then specify the purge time range using the Number of Days Before Today and Number of Days After Today parameters. Previously loaded data for all of the time-dimensioned measures specified in the measures .csv files that are included in the uploaded data zip file would get purged for the specified time range.
For example, let's say you have initially loaded data for the Bookings History: Booked Item by Booked Date measure for the last 2 years and have defined a week planning time level demand plan to generate Bookings Forecast using rolling 2 years of Bookings History. The requirement for every weekly planning cycle is to first purge the previously loaded data for the last 2 weeks (14 days) and load the latest data for the Bookings History: Booked Item by Booked Date measure for the last 2 weeks on every Monday. Let's assume that today's date is Monday, November 20th, 2023, and you have generated a data zip file with a measure csv files containing data for the Bookings History: Booked Item by Booked Date measure for the past 14 days from November 6th, 2023 to November 19th, 2023. For the previously-mentioned measure FBDI data load requirement, you have to select Yes for the Enable Date Range for Purging Time-Dimensioned Measure parameter and specify 14 and 0 for the Number of Days Before Today and Number of Days After Today parameters respectively. The collection type can be set to either Targeted or Incremental.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- Purge based on specified time range is applicable only for the planning measure data loaded using csv files generated from any of the below listed measure templates.
- Supply Chain Planning Measures (ScpMeasuresImportTemplate.xlsm)
- Supply Chain Planning Bookings History (ScpBookingHistoryImportTemplate.xlsm)
- Supply Chain Planning Shipments History (ScpShipmentHistoryImportTemplate.xlsm)
- Supply Chain Planning Option Bookings History (ScpOptionBookingHistoryImportTemplate.xlsm)
- Supply Chain Planning Option Shipments History (ScpOptionShipmentHistoryImportTemplate.xlsm)
- Supply Chain Planning Forecast Measures (ScpForecastMeasureImportTemplate.xlsm)
- Supply Chain Causal Factors (ScpCausalFactorsImportTemplate.xlsm)
- The purge data time range determined from the Number of Days Before Today and Number of Days After Today parameters, must align exactly with the time range for which you are populating data for a single or multiple time dimensioned measure in the csv files. If the purge time range is greater than the time range for which you are collecting data, then you would lose the previously collected measure data for the nonmatching time periods. For example, November 1st, 2023, to November 19th, 2023 is determined as the purge data time range based on your parameter inputs, and you are loading data for the measure only from November 6th, 2023, to November 19th, 2023, then you will lose all the previously loaded data for the time periods from November 1st, 2023 to November 5th, 2023.
- The Enable Date Range for Purging Time-Dimensioned Measures parameter is defaulted to No which retains the prior net change and targeted measure data load behavior.
- You can either leave the Number of Days before Today and Number of Days after Today parameters blank or set them to 0 if you want to purge the previously loaded measure data only for the current or today's date.
- Previously loaded measure data doesn't get purged for the specified time range if the Enable Date Range for Purging Time-Dimensioned Measures parameter is set to No.
Access Requirements
There are no new security privileges needed to access this feature. Users who currently have access to the Load Planning Data from Flat Files scheduled process will automatically be able to use this feature.
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Perform Order Orchestration and Planning Data Load (MSP_PERFORM_ORDER_ORCHESTRATION_AND_PLANNING_DATA_LOAD_PRIV)
- Run Plan with Snapshot (MSC_RUN_PLAN_WITH_SNAPSHOT_PRIV)
- This privilege is needed to run Create Trees for Dimensions scheduled process which is launched as part of the Load Planning Data from Files scheduled process if the zip file contains data that is used in planning hierarchies, such as organizations, items, customers, and suppliers.
- If the user running the Load Planning Data from Files scheduled process doesn’t have this privilege, then the Create Trees for Dimensions scheduled processes will fail.
Audit Measure Data Changes Directly from a Table Cell
When you’re in a planning cycle, it might become necessary for you to understand the trail of changes made to planning data, such as forecasts. You can now access the audit trail of changes to measure data directly from a table cell, and view the specific entries related to the displayed value. Note that this capability requires additional information to be captured in the audit trail when measure values are edited, so this additional data is available only for measure value changes made after this update.
Previously you needed to open the Audit Trail of Measure Updates table and search for entries to view a history of changes to measure values. Now, you can launch the audit trail directly from a table cell to view the history of changes to the measure value of the cell. The Measure Updates Audit Trail page displays the value which was updated directly in the selected cell in the table, or the value which was updated in another table on higher or lower aggregation. This page provides a quick and easy way to track audit changes.
Audit Trail for Measure Updates Page
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- For existing plans, the new audit trail functionality will be available after the plan is run.
- The Audit Measure Data Changes Directly from a Table Cell feature captures updates starting from 23D. All updates done in earlier releases are still available in the previously existing Audit Trail of Measure Updates table.
- Audit trail for measure updates can be viewed for one editable cell at a time on all measures types in a table.
- Regarding the Audit Trail for Measure Updates page, Last Updated Date field: By default you can view the last 60 days of Audit Trail information. When changing the date, you need to refresh the table by clicking the refresh icon.
Access Requirements
Users who are assigned configured job roles that contain this privilege are able to access this feature:
- MSC_MAINTAIN_PLANNING_TABLES_PRIV
Specify Multiple Measure Catalogs for Export of Data from a Single Plan
You may have situations in a planning cycle where you want a different subset of data to be exported from Oracle Fusion Cloud Supply Chain Planning at various points in time. For example, in a given plan you may want to export the demand-related measures early in the planning cycle and supply-related measures later in the cycle.
You can now specify multiple measure catalogs applicable for export of data from a plan. When you’re ready to export the data from a plan, you can select the measure catalog containing the measures to be exported. This choice expands your flexibility to extract only a specific set of measures which can save processing time.
Export Plan Data menu option
The Export Plan Data option in the Actions menu initiates a dialog that enables users to specify a measure catalog to be used as the reference catalog for export. All measures in the specified catalog will be exported.
Export Measure Catalog
Select the desired measure catalog that you'd like to export the plan data for. The measures in the specified catalog need to be part of the plan's measure catalog.
Steps to Enable
You don't need to do anything to enable this feature.
Access Requirements
Users who are assigned configured job roles that contain this privilege are able to access this feature:
- Extract Planning Data (MSC_EXTRACT_PLANNING_DATA_PRIV)
Display Labels for Time Periods in Analytics
When you analyze plan data at aggregate levels on the time dimension, it’s convenient to view the name of the time level value, such as a quarter name, rather than the calendar date representing the first day of the time period. With this update, you can configure the label for the time period that’s displayed to enable more intuitive plan analysis.
Configure Month and Quarter Name Display in Configure Planning Analytics
To configure this feature, go to the Configure Planning Analytics page and select your choice for the Member Identifier to Display column in the Level and Attributes page of the desired calendar as shown in the preceding screenshot. Choose either Name or Start Date for the Time level member.
After this selection is complete, you'll see Month and Quarter level members displayed in the chosen member identifier.
Display of Time dimension level name in planning data table
Steps to Enable
You don't need to do anything to enable this feature.
Access Requirements
No additional privileges are required to access this feature
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.
Plan Across a Multiechelon Replenishment Network
Multiechelon replenishment networks are common in many industries, such as Retail, Distribution, and Service Parts industries. Most enterprises in these industries prefer to plan their entire supply network by accounting for supply constraints at all echelons of the network.
With this update, Oracle Replenishment Planning can balance demand and supply at each echelon of your replenishment network. In the planning logic for multiechelon replenishment planning, forecasting is done very close to the customer or at the lowest nodes of your echelon.
To generate a multiechelon replenishment plan, you must select the new Enable Multiechelon Planning plan option for your plan in the Supply tab of the Edit Plan Options page. If this new option isn’t selected, then Replenishment Planning will continue to generate a single-echelon unconstrained plan.
Multiechelon Replenishment Planning creates policy-driven, unconstrained planned orders at each level of the echelon. The corresponding unconstrained planned order demands are created at their immediate upstream level. Likewise, supply available at upstream levels drives the fulfillment of unconstrained planned orders at the lower levels of your network.
- At upper echelons of the network, only independent forecasts are used to consume against sales orders. Transfer orders or movement requests from lower echelons aren’t used in the forecast consumption logic.
- In addition, if there are any existing purchase requisitions, open purchase orders, transfer orders, or movement requests that aren’t firm, then the multiechelon replenishment planning logic may reschedule these order types to avoid creation of new planned recommendations.
- This new capability also enables you to use sourcing ranks or sourcing split percentages to model the multiechelon network. The network model indicates how you intend to propagate demand or search for supplies. All order modifiers are supported while performing sourcing splits and using sourcing ranks.
Multiechelon replenishment planning also supports:
- All existing simulation capabilities. While performing a simulation, the entire item-chain (all echelons of the replenishment network) are replanned.
- End item substitution and supersession capabilities.
- Incremental replenishment planning. If you’re running an incremental replenishment plan and identify an item location that has a net change in either demand or supply, then this item location is replanned for all echelons of the replenishment network.
- Planning at day, week, or month level.
To enable multiechelon replenishment planning, you must select the plan option as shown in this example:
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 Plan Across a Multiechelon Replenishment Network 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.
Access Requirements
Users who are assigned a configured job role that contains these privileges can access this feature:
- Monitor Replenishment Planning Work Area (MSC_MONITOR_REPLENISHMENT_PLANNING_WORK_AREA_PRIV)
- Manage Segments (MSC_MANAGE_SEGMENTS_PRIV)
These privileges were available prior to this update.
Partially Fulfill Demands with Existing Supplies During End Item Substitution and Supersession
In many industries, when the ordered item is in short supply, then a substitute item is used to fulfill the primary item’s demand with the objective of meeting customer commitments. You can now use available supplies to partially meet demands while planning with end item substitution and supersession. Prior to this update, this capability was supported for only external source systems.
An example that explains how this works:
- Item A is the primary item and Item B may be used as its substitute.
- Item A has a shortage of 8 units, while Item B has an excess of 6 units.
- Oracle Replenishment Planning will recommend using 6 units of Item B to meet Item A’s shortage.
- Prior to this update, if you were using the Oracle Fusion Source system, Oracle Replenishment Planning wouldn’t recommend using Item B’s excess to meet the shortage of Item A.
NOTE: For external source systems, the Partial Fulfillment Indicator option at the item substitution relationship level will be ignored and demands will always be partially fulfilled.
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 No Longer Optional From: Update 24B
Tips And Considerations
If you want to use the Partially Fulfill Demands with Existing Supplies During End Item Substitution and Supersession feature, then you must opt in to two features:
- Replenishment Planning. If you’ve already opted in to this parent feature, then you don’t have to opt in again.
- Partially Fulfill Demands with Existing Supplies During End Item Substitution and Supersession feature
Access Requirements
Users who are assigned a configured job role that contains these privileges can access this feature:
- Monitor Replenishment Planning Work Area (MSC_MONITOR_REPLENISHMENT_PLANNING_WORK_AREA_PRIV)
- Manage Segments (MSC_MANAGE_SEGMENTS_PRIV)
These privileges were available prior to this update.
Enable Periodic Automatic Replenishment as a New Inventory Policy
Within a healthcare supply chain, such as a hospital network, it’s essential to effectively manage inventory and control movement of products. The primary method of controlling inventories in a hospital is through the Periodic Automatic Replenishment (PAR) method. This method relies on an occasional physical count of the inventory to determine the ending balance and the cost of goods sold. The simplicity of the Periodic Automatic Replenishment method enables the use of manual record-keeping of small inventories.
With this update, Oracle Replenishment Planning introduced a new Periodic Automatic Replenishment inventory policy applicable to locations that don’t track quantities. This new inventory policy enables you to compute the optimal inventory target levels required to meet demand between successive deliveries. The policy parameters computed include PAR Level and PAR Maximum Quantity. You can also simulate changes in safety stock, PAR Level, and PAR Maximum Quantity by making changes to item attributes, input policy parameters, and policy overrides. Using the Policy Compare capability, you can compare current PAR Level and PAR Maximum Quantity parameters with prior computed values.
Using the new Publish PAR Policies scheduled process, you can publish policy parameters to Oracle Inventory Management. This new scheduled process will populate the PAR Level and PAR Maximum Quantity fields at the item subinventory level in Inventory Management for PAR enabled subinventories.
For periodic automatic replenishment:
- Policy parameters are set up at the segment level using a policy assignment set. Additionally, you may use the ReplenishmentPolicyAssignmentSets REST service for the attributes associated with this new inventory policy.
- You can define item location level policy overrides within a policy assignment set. Additionally, you may use the ItemLocationLevelPolicyOverrides REST service or ScpItemPolicyOverridesImportTemplate file-based data import to define the policy overrides.
Note: Oracle Replenishment Planning doesn’t compute replenishments for item locations set up to have the Periodic Automatic Replenishment inventory policy. For such item locations, Oracle Inventory Management is used to generate replenishments.
Example of how you can set up the new Periodic automatic replenishment policy type:
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 Enable Periodic Automatic Replenishment as a New Inventory Policy 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.
Access Requirements
Users who are assigned a configured job role that contains these privileges can access this feature:
- Monitor Replenishment Planning Work Area (MSC_MONITOR_REPLENISHMENT_PLANNING_WORK_AREA_PRIV)
- Manage Segments (MSC_MANAGE_SEGMENTS_PRIV)
These privileges were available prior to this update.
Make Effective Purchasing Decisions Using Buyer Planning
Buyer Planning is a new capability in Oracle Replenishment Planning that brings efficiency into your purchasing process by taking advantage of price breaks and reducing delivery costs. This new planning process is a key differentiator in the distribution and healthcare industries because it enhances product availability while reducing the total costs within supply networks.
With this update, you can use the planned recommendations from Oracle Replenishment Planning to evaluate ways to consolidate and group purchases. In addition, you can evaluate the impact that changes to planned order quantities or dates have on projected available balances.
Prerequisites to use Buyer Planning:
- Your enterprise must use Oracle Replenishment Planning for you to use Buyer Planning.
- Buyer Planning works only with Oracle Fusion Source System.
Assess opportunities for consolidation and group purchases in the Buyer Planning work area:
- Review metrics on a dashboard, such as planned orders by suppliers and planned orders with price breaks that provide an opportunity for savings.
- Select the Change Dates action to select the period for which the planned recommendations will be displayed within buyer planning.
- Review the number of order lines, order lines ready to be released, order lines marked for release, and order lines released along with the price savings and quantity change for a given supplier, supplier site, and location.
- Review list of orders for a given supplier, supplier site, and location.
- View orders with a price break.
- Select an item and get visibility to all relevant attributes, such as order modifiers, physical attributes, and lead time in days. You can also see price break information from the purchase agreement associated to the item to assess whether there is an opportunity to achieve a better price by consolidating planned orders or increasing the quantity to be released.
Consolidate and create group purchases in the Buyer Planning work area:
- Select multiple planned orders for the same item and click on Consolidate Orders to create a single consolidated planned order.
- Note that when orders are consolidated, the consolidated order line is automatically marked for release.
- Additionally, an icon is displayed against the order line to show it has been consolidated.
- The resulting quantity is shown in the implement quantity column along with other order details including any anticipated price savings as a result of the consolidation.
- You can also manually update the Implement Dock Date on the order line.
- Create a group order by manually entering the group name against the planned order or by multiselecting planned orders and clicking on the Group Orders button. You can also manually update the Implement Dock Date for all order lines in the Group Order.
- Use Calculate Inventory Balances from the Actions menu to calculate the updated projected available balances of items considering any changes to implement quantity or implement dates as a result of orders that have been consolidated or grouped into a single order.
- Use Show Group Summaries from the More Actions menu to get visibility to the groups created along with the group weight, volume, and number of lines.
- Use View Inventory Analysis from More Actions menu to get visibility to the time phased view of the selected item’s projected available balance before and after any changes including order consolidation and grouping.
- Use Create a New Order from More Actions menu to manually create a planned recommendation.
- Release all orders marked for release or just those orders you have marked for release to Oracle Procurement to create a purchase order.
Note: Purchase orders are shown in the Buyer Planning work area for visibility only and are marked with an ineligible status because they’re not used when you consolidate lines or create a group order.
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
If you want to use the Make Effective Purchasing Decisions Using Buyer 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.
To see any buy orders in the buyer planning work area, you must perform these steps:
- Specify the suppliers whose orders you wish to see in Buyer Planning using the Participating Suppliers page.
- Run the Prepare Plan for Buyer Planning scheduled process that copies buy orders of the selected plan for participating suppliers into Buyer Planning's elastic index for quick retrieval. You can run the Prepare Plan for Buyer Planning scheduled process using any of the following methods:
- Run this process using the Scheduled Processes task after confirming the plan output meets expectations and planning recommendations are ready to be released.
- Run this process automatically by checking the Prepare for Buyer Planning check box in the run plan dialog.
- Select the View Buyer Planning action from page-level Actions menu within a replenishment plan. If the Prepare Plan for Buyer Planning scheduled process was last run before the last time the plan was run, the Prepare Plan for Buyer Planning scheduled process will automatically be submitted.
- If you navigated directly to the Buyer Planning work area, Buyer Planning will check to see if plan data has changed since the last time the Prepare Plan for Buyer Planning scheduled process was run and issue a message if it needs to be run again. Selecting the link will submit the Prepare Plan for Buyer Planning scheduled process.
To see weight and volume totals in the group summaries panel drawer, you will need to define a default weight unit of measure and default volume unit of measure. These default values are set using the collaborationParameters REST service using codes ORA_MSC_BP_DEFAULT_WEIGHT_UOM and ORA_MSC_BP_DEFAULT_VOLUME_UOM.
Tips And Considerations
- If the Buyer Planning Overview or Summary page is empty, make sure participating suppliers have been defined, and the Prepare Plan for Buyer Planning scheduled process has been run.
- The Prepare Plan for Buyer Planning scheduled process should be run after confirming the plan output meets expectations and planning recommendations are ready to be released.
- If you rerun a plan, you should also rerun the Prepare Plan for Buyer Planning scheduled process otherwise the orders displayed in Buyer Planning won't reflect the latest plan output.
- Buyer Planning supports data security at the organization level only, data security by supplier isn't supported.
- If price break information isn't included on the participating suppliers' blanket purchase agreements, then:
- The Planned Orders with Price Break KPI on the Overview page isn't displayed
- Price break indicator icons aren't present and the price break tab on the items panel drawer is hidden
- While you can still consolidate orders, there's no price savings as a result of consolidation
Access Requirements
To set up this feature, you'll need a configured job role that contains this new privilege:
- Edit Buyer Planning Participating Suppliers (MSC_EDIT_BUYER_PLANNING_PARTICIPATING_SUPPLIERS_PRIV)
Users who are assigned a configured job role that contains these privileges can access this feature:
- Monitor Buyer Planning Work Area (MSC_MONITOR_BUYER_PLANNING_WORK_AREA_PRIV) - NEW
- Edit Planning Recommendations (MSC_EDIT_PLANNING_RECOMMENDATIONS_PRIV)
- Release Planning Recommendations (MSC_RELEASE_PLANNING_RECOMMENDATIONS_PRIV)
- Monitor Planning Scheduled Processes (MSC_MONITOR_PLANNING_SCHEDULED_PROCESSES_PRIV)
Specify Rolling Date Ranges to Load Planning Measure Data Using File-Based Data Imports
When you load measure data to Oracle Fusion Cloud Supply Chain Planning using the file-based data import (FBDI) process, you may want to purge data that was previously collected before loading the latest data. For example, if you’re loading data for the Bookings History measure named Booked Item by Scheduled Ship Date, the data would typically have changed over the past few days due to changes in scheduled ship dates. Therefore, you probably want to load the data for the latest few weeks while making no changes in other time periods.
To determine what data will be replaced for this type of use case, you can now specify a date range for purging existing collected data in the parameters for the Load Planning Data from Files scheduled process. The date range can be specified as the number of days before and after the current date. Any existing data in the date range will be replaced while leaving the rest of the data intact.
Prior to this enhancement, when you loaded data for a measure using the FBDI process in targeted mode, all the previously loaded data for the measure got purged. In net change FBDI load, previously loaded data doesn't get purged, but gets overwritten if there is a match between the previously loaded and new data in the measure csv file.
Load Planning Data from Files
Time range purge during FBDI load is supported for both the Net Change and Targeted collection type. To purge the previously loaded measure data for a time range relative to today's date, you must first select Yes for the Enable Date Range for Purging Time-Dimensioned Measure parameter, and then specify the purge time range using the Number of Days Before Today and Number of Days After Today parameters. Previously loaded data for all of the time-dimensioned measures specified in the measures .csv files that are included in the uploaded data zip file would get purged for the specified time range.
For example, let's say you have initially loaded data for the Bookings History: Booked Item by Booked Date measure for the last 2 years and have defined a week planning time level demand plan to generate Bookings Forecast using rolling 2 years of Bookings History. The requirement for every weekly planning cycle is to first purge the previously loaded data for the last 2 weeks (14 days) and load the latest data for the Bookings History: Booked Item by Booked Date measure for the last 2 weeks on every Monday. Let's assume that today's date is Monday, November 20th, 2023, and you have generated a data zip file with a measure csv files containing data for the Bookings History: Booked Item by Booked Date measure for the past 14 days from November 6th, 2023 to November 19th, 2023. For the previously-mentioned measure FBDI data load requirement, you have to select Yes for the Enable Date Range for Purging Time-Dimensioned Measure parameter and specify 14 and 0 for the Number of Days Before Today and Number of Days After Today parameters respectively. The collection type can be set to either Targeted or Incremental.
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 Specify Rolling Date Ranges to Load Planning Measure Data Using File-Based Data Imports 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.
Additional Tips and Considerations:
- Purge based on specified time range is applicable only for the planning measure data loaded using csv files generated from any of the below listed measure templates.
- Supply Chain Planning Measures (ScpMeasuresImportTemplate.xlsm)
- Supply Chain Planning Bookings History (ScpBookingHistoryImportTemplate.xlsm)
- Supply Chain Planning Shipments History (ScpShipmentHistoryImportTemplate.xlsm)
- Supply Chain Planning Option Bookings History (ScpOptionBookingHistoryImportTemplate.xlsm)
- Supply Chain Planning Option Shipments History (ScpOptionShipmentHistoryImportTemplate.xlsm)
- Supply Chain Planning Forecast Measures (ScpForecastMeasureImportTemplate.xlsm)
- Supply Chain Causal Factors (ScpCausalFactorsImportTemplate.xlsm)
- The purge data time range determined from the Number of Days Before Today and Number of Days After Today parameters, must align exactly with the time range for which you are populating data for a single or multiple time dimensioned measure in the csv files. If the purge time range is greater than the time range for which you are collecting data, then you would lose the previously collected measure data for the nonmatching time periods. For example, November 1st, 2023, to November 19th, 2023 is determined as the purge data time range based on your parameter inputs, and you are loading data for the measure only from November 6th, 2023, to November 19th, 2023, then you will lose all the previously loaded data for the time periods from November 1st, 2023 to November 5th, 2023.
- The Enable Date Range for Purging Time-Dimensioned Measures parameter is defaulted to No which retains the prior net change and targeted measure data load behavior.
- You can either leave the Number of Days before Today and Number of Days after Today parameters blank or set them to 0 if you want to purge the previously loaded measure data only for the current or today's date.
- Previously loaded measure data doesn't get purged for the specified time range if the Enable Date Range for Purging Time-Dimensioned Measures parameter is set to No.
Access Requirements
There are no new security privileges needed to access this feature. Users who currently have access to the Load Planning Data from Flat Files scheduled process will automatically be able to use this feature.
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Perform Order Orchestration and Planning Data Load (MSP_PERFORM_ORDER_ORCHESTRATION_AND_PLANNING_DATA_LOAD_PRIV)
- Run Plan with Snapshot (MSC_RUN_PLAN_WITH_SNAPSHOT_PRIV)
- This privilege is needed to run Create Trees for Dimensions scheduled process which is launched as part of the Load Planning Data from Files scheduled process if the zip file contains data that is used in planning hierarchies, such as organizations, items, customers, and suppliers.
- If the user running the Load Planning Data from Files scheduled process doesn’t have this privilege, then the Create Trees for Dimensions scheduled processes will fail.
Audit Measure Data Changes Directly from a Table Cell
When you’re in a planning cycle, it might become necessary for you to understand the trail of changes made to planning data, such as forecasts. You can now access the audit trail of changes to measure data directly from a table cell, and view the specific entries related to the displayed value. Note that this capability requires additional information to be captured in the audit trail when measure values are edited, so this additional data is available only for measure value changes made after this update.
Previously you needed to open the Audit Trail of Measure Updates table and search for entries to view a history of changes to measure values. Now, you can launch the audit trail directly from a table cell to view the history of changes to the measure value of the cell. The Measure Updates Audit Trail page displays the value which was updated directly in the selected cell in the table, or the value which was updated in another table on higher or lower aggregation. This page provides a quick and easy way to track audit changes.
Audit Trail for Measure Updates 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 Planning
Tips And Considerations
If you want to use the Audit Measure Data Changes Directly from a Table Cell 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.
Additional Tips & Considerations:
- For existing plans, the new audit trail functionality will be available after the plan is run.
- The Audit Measure Data Changes Directly from a Table Cell feature captures updates starting from 23D. All updates done in earlier releases are still available in the previously existing Audit Trail of Measure Updates table.
- Audit trail for measure updates can be viewed for one editable cell at a time on all measures types in a table.
- Regarding the Audit Trail for Measure Updates page, Last Updated Date field: By default you can view the last 60 days of Audit Trail information. When changing the date, you need to refresh the table by clicking the refresh icon.
Access Requirements
Users who are assigned configured job roles that contain this privilege are able to access this feature:
- MSC_MAINTAIN_PLANNING_TABLES_PRIV
Specify Multiple Measure Catalogs for Export of Data from a Single Plan
You may have situations in a planning cycle where you want a different subset of data to be exported from Oracle Fusion Cloud Supply Chain Planning at various points in time. For example, in a given plan you may want to export the demand-related measures early in the planning cycle and supply-related measures later in the cycle.
You can now specify multiple measure catalogs applicable for export of data from a plan. When you’re ready to export the data from a plan, you can select the measure catalog containing the measures to be exported. This choice expands your flexibility to extract only a specific set of measures which can save processing time.
Export Plan Data menu option
The Export Plan Data option in the Actions menu initiates a dialog that enables users to specify a measure catalog to be used as the reference catalog for export. All measures in the specified catalog will be exported.
Export Measure Catalog
Select the desired measure catalog that you'd like to export the plan data for. The measures in the specified catalog need to be part of the plan's measure catalog.
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 Specify Multiple Measure Catalogs for Export of Data from a Single Plan 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.
Access Requirements
Users who are assigned configured job roles that contain this privilege are able to access this feature:
- Extract Planning Data (MSC_EXTRACT_PLANNING_DATA_PRIV)
Display Labels for Time Periods in Analytics
When you analyze plan data at aggregate levels on the time dimension, it’s convenient to view the name of the time level value, such as a quarter name, rather than the calendar date representing the first day of the time period. With this update, you can configure the label for the time period that’s displayed to enable more intuitive plan analysis.
Configure Month and Quarter Name Display in Configure Planning Analytics
To configure this feature, go to the Configure Planning Analytics page and select your choice for the Member Identifier to Display column in the Level and Attributes page of the desired calendar as shown in the preceding screenshot. Choose either Name or Start Date for the Time level member.
After this selection is complete, you'll see Month and Quarter level members displayed in the chosen member identifier.
Display of Time dimension level name in planning data table
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 Display Labels for Time Periods in Analytics 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.
Access Requirements
No additional privileges are required to access this feature
Enable Planners to Release Planned Orders from the Same Plan at the Same Time
In environments where several planners may be working on the same plan, it’s possible that multiple planners might release planned orders for execution. With this update, Oracle Supply Planning will process these requests in parallel, instead of serially, to reduce planning cycle times.
Each planner's release plan request is processed immediately for the orders marked for release by that planner if the Released only by user plan option is selected. If the Released only by user plan option isn't selected, then the release plan requests for all planners will be processed sequentially.
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 Enable Planners to Release Planned Orders from the Same Plan at the Same Time 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.
- This feature is supported for release of new planned orders and reschedule and cancellation of all existing orders.
Access Requirements
Users who are assigned a configured job role that contains these privilege can access this feature:
-
Release Planning Recommendations (MSC_RELEASE_PLANNING_RECOMMENDATIONS_PRIV)
IMPORTANT Actions and Considerations
Changes to File-Based Data Import (FBDI) Templates
A Supply Chain Planning FBDI template has changed in this update. For details of the specific changes, refer to the Instructions tab of this FBDI template:
- Item Policy Overrides (ScpItemPolicyOverridesImportTemplate)
You can find the latest template in the Supply Chain Planning section of Oracle Fusion Cloud SCM: File-Based Data Import (FBDI) for SCM, available on the Oracle Help Center.