Oracle Supply Chain Planning Cloud
What's New
  1. Update 19A
  1. Revision History
  2. Overview
  3. Optional Uptake of New Features (Opt In)
  4. Feature Summary
    1. User Interface
        1. Access Work Areas in Reorganized Navigator Groups and Group Icons
    2. Sales and Operations Planning
        1. Simplify Supply Chain Network Definition
        2. Display Description in Planning Tables and Graphs
        3. Copy Data from One Measure to Another
        4. Automate Upload of File-Based Data
    3. Supply Planning
        1. Display Description in Planning Tables and Graphs
        2. Copy Data from One Measure to Another
        3. Automate Upload of File-Based Data
        4. Simulate Changes to Item Planning Method
        5. Consider Circular Transfer Order Supply
        6. Explore Cross-Supply Chain Linkages Using the Build Plan
        7. Release Manually Created Supply Orders
    4. Planning Central
        1. Display Description in Planning Tables and Graphs
        2. Copy Data from One Measure to Another
        3. Automate Upload of File-Based Data
        4. Simulate Changes to Item Planning Method
        5. Consider Circular Transfer Order Supply
        6. Release Manually Created Supply Orders
        7. Export Plan Data to a File
    5. Demand Management
        1. Display Description in Planning Tables and Graphs
        2. Copy Data from One Measure to Another
        3. Automate Upload of File-Based Data

Update 19A

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 Feature Notes
23 AUG 2019

Automate Upload of File-Based Data - Sales and Operations Planning

Automate Upload of File-Based Data - Supply Planning

Automate Upload of File-Based Data - Planning Central

Automate Upload of File-Based Data - Demand Management

Updated document. Corrected an operation name.
15 FEB 2019

Access Work Areas in Reorganized Navigator Groups and Group Icons

Updated document. Delivered feature in udpate 19A.
21 DEC 2018   Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in this update.

Security and New Features

The Role section of each feature identifies the security privilege and job role required to use the feature. If feature setup is required, then the Application Implementation Consultant job role is required to perform the setup, unless otherwise indicated. (If a feature doesn't include a Role section, then no security changes are required to use the feature.)

If you have created job roles, then you can use this information to add new privileges to those roles as needed.

Give Us Feedback

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.

Optional Uptake of New Features (Opt In)

We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by “opting in” to the feature when you’re ready. You can opt-in to a feature in two ways:  by using the New Features work area, or by using the Setup and Maintenance work area.

To opt in using the New Features work area:

  1. Click the Navigator, and then click New Features (under the My Enterprise heading).
  2. On the New Features page, select the offering that includes new features you’d like to review.
  3. Click Opt-In for any feature that you want to opt-in to.
  4. On the Edit Features page, select the Enable option for the feature, and then click Done.

To opt in using the Setup and Maintenance work area:

  1. Click the Navigator, and then click Setup and Maintenance.
  2. On the Setup page, select your offering, and then click Change Feature Opt-In.
  3. On the Opt-In page, click the Edit Features icon.
  4. On the Edit Features page, select the Enable option for any feature you want to opt in to. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options, and click Save and Close
  5. Click Done.

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.


Customer Action Required = You MUST take action 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.

New Features Delivered Ready to Use
(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.

New Features That Customer Must Take Action to Use (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*

Customer Action Required

User Interface

Access Work Areas in Reorganized Navigator Groups and Group Icons

Sales and Operations Planning

Simplify Supply Chain Network Definition

Display Description in Planning Tables and Graphs

Copy Data from One Measure to Another

Automate Upload of File-Based Data

Supply Planning

Display Description in Planning Tables and Graphs

Copy Data from One Measure to Another

Automate Upload of File-Based Data

Simulate Changes to Item Planning Method

Consider Circular Transfer Order Supply

Explore Cross-Supply Chain Linkages Using the Build Plan

Release Manually Created Supply Orders

Planning Central

Display Description in Planning Tables and Graphs

Copy Data from One Measure to Another

Automate Upload of File-Based Data

Simulate Changes to Item Planning Method

Consider Circular Transfer Order Supply

Release Manually Created Supply Orders

Export Plan Data to a File

Demand Management

Display Description in Planning Tables and Graphs

Copy Data from One Measure to Another

Automate Upload of File-Based Data

User Interface

Access Work Areas in Reorganized Navigator Groups and Group Icons

To support a more consistent and logical grouping of Oracle Supply Chain Management Cloud work areas, this update includes a reorganized Navigator, plus changes to the group icons on the home page.

In this update, a new Order Management heading in the Navigator and group icon on the home page includes the following work areas:

  • Order Management
  • Pricing Administration
  • Global Order Promising
  • Service Logistics

A new Supply Chain Execution heading and group icon includes the following work areas:

  • Work Definition
  • Work Execution
  • Maintenance Management
  • Quality Management
  • Inventory Management
  • Cost Accounting
  • Receipt Accounting
  • Fiscal Document Capture
  • Electronic Records
  • Financial Orchestration
  • Supply Orchestration

In addition, the Supply Chain Collaboration work area has moved to the Supply Chain Planning heading and group icon, and the Collaboration Messaging work area has moved to the Tools heading and group icon.

The Costing, Manufacturing, and Quality Management headings and group icons that appeared in previous updates are no longer available.

The new group icons on the home page are easy to identify:

Order Management and Supply Chain Execution Group Icons 

And so are the new headings in the Navigator:

Order Management and Supply Chain Execution Headings in the Navigator

Steps to Enable

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

Sales and Operations Planning

Simplify Supply Chain Network Definition

Previously, to use Oracle Sales and Operations Planning Cloud's aggregate planning functionality, you had to define sourcing assignments from your fulfillment organizations to your customer ship-to sites. This required extra effort, and the resulting network structures could lead to large plans. Now you no longer need to explicitly model such sourcing rules. Oracle Sales and Operations Planning Cloud can use the same assignment sets as your tactical plans in Oracle Supply Planning Cloud. This saves time and results in simpler network structures and reduced plan size.

Watch a Demo

Steps to Enable

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

Tips And Considerations

  • In your S&OP plan options, ensure the Use global demand check box is not selected in the General tab.

  • You must continue to include Customer hierarchies in the dimension catalog used in your plan options. Even when the (Supply) Planning Customer Level is set to None in the General tab, the Customer dimension remains a conforming dimension for demand and supply planning measures.

  • You would find little value in reporting on demand fulfillment measures by customer in a simplified supply chain network definition. The aggregated supply planning represents net demand by item, organization, and time.

Key Resources

Display Description in Planning Tables and Graphs

In some instances, the primary identifier of entities, such as items, organizations, and resources, could be a hard to understand alphanumeric code while planners prefer using a more user-friendly description.

Planning tables and graphs can now be configured so that the description can also be displayed. This feature helps planners more intuitively understand planning results without either having to memorize the code or use a reference table for the following entities: Items, Organizations, Resource, Work Center, and Work Area.

Steps to Enable

To configure the item identifier to display:

  1. Select the Configure Planning Analytics task from the tasks panel drawer
  2. Select the Levels and Attributes tab
  3. Select the Product dimension and the Product hierarchy using the toolbar filters
  4. Double click on the Member Identifier to Display field on the row containing the lowest level of the hierarchy
  5. Select the desired item identifier to display from the list of available fields
  6. Press Save and Close

To configure the organization identifier to display:

  1. Select the Configure Planning Analytics task from the tasks panel drawer
  2. Select the Levels and Attributes tab
  3. Select the Organization dimension and the Enterprise hierarchy using the toolbar filters
  4. Double click on the Member Identifier to Display field on the row containing the lowest level of the hierarchy
  5. Select the desired item identifier to display from the list of available fields
  6. Press Save and Close

To configure the resource identifier to display:

  1. Select the Configure Planning Analytics task from the tasks panel drawer
  2. Select the Levels and Attributes tab
  3. Select the Resource dimension and the Resource hierarchy using the toolbar filters
  4. Double click on the Member Identifier to Display field on the desired hierarchy level
  5. Select the desired item identifier to display from the list of available fields
  6. Press Save and Close

Tips And Considerations

  • The specification of which member identifier to display applies to all users, it is not a user-specific setting
  • After you change the member level to display, you must close and reopen your browser before the change takes effect

Key Resources

Copy Data from One Measure to Another

The planning process is most efficient when planners spend most of their time in analyzing and coming up with ideas to take advantage of opportunities or solve problems rather than in tedious data maintenance. One of the key tasks of a planner is to be able to copy data from a reference data set such as a sales forecast, to a target measure such as adjusted consensus forecast as the starting point prior to further data adjustment. With this update, you can select a range of cells in the target measure and specify the source of data and optionally the arithmetic operation to be performed on the source data prior to copying the data.

This feature helps the planners to be more productive by reducing the time spent in planning data management.

Steps to Enable

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

Tips And Considerations

  • For a measure to appear in the Source Measure’s list of values
    • The measure must be included in the table
    • The measure must conform to the same dimensions as the measure being edited
  • When editing a measure’s value at an aggregate level, the value is allocated down to the lowest level

Key Resources

Automate Upload of File-Based Data

The route to error-free planning is through automating routine tasks such as running the data collection processes. Previously, you could automate the collection of data from Oracle Supply Chain Management Cloud. With this update, you can also automate the collection of data when they are loaded into Oracle Sales and Operations Planning Cloud using the file-based data import (FBDI) processes by invoking the ERP Integration web services. These file uploads can now also be invoked using Oracle ERP Adapter of Oracle Integration Cloud Service (ICS).

With this feature, all of the planning processes to upload data, including uploading the file, validating the data, and loading data into Oracle Supply Chain Planning Cloud can be automated.

  • Following REST and SOAP APIs are available to automate the file uploads to Supply Chain Planning Cloud
    • REST: /fscmRestApi/resources/11.13.18.05/erpintegrations
    • SOAP: /fscmService/ErpIntegrationService?WSDL
  • In either of these services, you can invoke the POST operation importBulkData, which does the following in a single call:
    • Data file upload to the content management server (UCM)
    • Load the data into the interface table.Import data to application tables.

Steps to Enable

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

Tips And Considerations

  • Both types of collections - targeted and net change - are supported using these web services. The type of collections and the instance code must be indicated in the parameters file ScpErpIntegrationServiceParamsImportTemplate.xlsm.
  • The parameters to be used when invoking the importBulkData POST operation must include:
  1. DocumentContent: Refers to the input file (.csv or a .zip containing 1 or more .csv files) in base64 encoding
  2. FileName: File name
  3. ContentType: Zip or Document
  4. JobName: oracle/apps/ess/financials/commonModules/shared/common/interfaceLoader,InterfaceLoaderController
  5. ParameterList: 135,{doc_id},N,N
  6. ResponseCode: The response contains the FBDI ESS Job ID launched to import the data into application tables

Key Resources

Supply Planning

Display Description in Planning Tables and Graphs

In some instances, the primary identifier of entities, such as items, organizations, and resources, could be a hard to understand alphanumeric code while planners prefer using a more user-friendly description.

Planning tables and graphs can now be configured so that the description can also be displayed. This feature helps planners more intuitively understand planning results without either having to memorize the code or use a reference table for the following entities: Items, Organizations, Resource, Work Center, and Work Area.

Steps to Enable

To configure the item identifier to display:

  1. Select the Configure Planning Analytics task from the tasks panel drawer
  2. Select the Levels and Attributes tab
  3. Select the Product dimension and the Product hierarchy using the toolbar filters
  4. Double click on the Member Identifier to Display field on the row containing the lowest level of the hierarchy
  5. Select the desired item identifier to display from the list of available fields
  6. Press Save and Close

To configure the organization identifier to display:

  1. Select the Configure Planning Analytics task from the tasks panel drawer
  2. Select the Levels and Attributes tab
  3. Select the Organization dimension and the Enterprise hierarchy using the toolbar filters
  4. Double click on the Member Identifier to Display field on the row containing the lowest level of the hierarchy
  5. Select the desired item identifier to display from the list of available fields
  6. Press Save and Close

To configure the resource identifier to display:

  1. Select the Configure Planning Analytics task from the tasks panel drawer
  2. Select the Levels and Attributes tab
  3. Select the Resource dimension and the Resource hierarchy using the toolbar filters
  4. Double click on the Member Identifier to Display field on the desired hierarchy level
  5. Select the desired item identifier to display from the list of available fields
  6. Press Save and Close

Tips And Considerations

  • The specification of which member identifier to display applies to all users, it is not a user-specific setting
  • After you change the member level to display, you must close and reopen your browser before the change takes effect

Key Resources

Copy Data from One Measure to Another

The planning process is most efficient when planners spend most of their time in analyzing and coming up with ideas to take advantage of opportunities or solve problems rather than in tedious data maintenance. One of the key tasks of a planner is to be able to copy data from a reference data set to a target measure as the starting point prior to further data adjustment. With this update, you can select a range of cells in the target measure and specify the source of data and optionally the arithmetic operation to be performed on the source data prior to copying the data.

This feature helps the planners to be more productive by reducing the time spent in planning data management.

Steps to Enable

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

Tips And Considerations

  • For a measure to appear in the Source Measure’s list of values
    • The measure must be included in the table
    • The measure must conform to the same dimensions as the measure being edited
  • When editing a measure’s value at an aggregate level, the value is allocated down to the lowest level

Key Resources

Automate Upload of File-Based Data

The route to error-free planning is through automating routine tasks such as running the data collection processes. Previously, you could automate the collection of data from Oracle Supply Chain Management Cloud. With this update, you can also automate the collection of data when they are loaded into Oracle Planning Central Cloud using the file-based data import (FBDI) processes by invoking the ERP Integration web services. These file uploads can now also be invoked using Oracle ERP Adapter of Oracle Integration Cloud Service (ICS).

With this feature, all of the planning processes to upload data, including uploading the file, validating the data, and loading data into Oracle Supply Chain Planning Cloud can be automated.

  • Following REST and SOAP APIs are available to automate the file uploads to Supply Chain Planning Cloud
    • REST: /fscmRestApi/resources/11.13.18.05/erpintegrations
    • SOAP: /fscmService/ErpIntegrationService?WSDL
  • In either of these services, you can invoke the POST operation importBulkData, which does the following in a single call:
    • Data file upload to the content management server (UCM)
    • Load the data into the interface table.Import data to application tables.

Steps to Enable

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

Tips And Considerations

  • Both types of collections - targeted and net change - are supported using these web services. The type of collections and the instance code must be indicated in the parameters file ScpErpIntegrationServiceParamsImportTemplate.xlsm.
  • The parameters to be used when invoking the importBulkData POST operation must include
  1. DocumentContent: Refers to the input file (.csv or a .zip containing 1 or more .csv files) in base64 encoding
  2. FileName: File name
  3. ContentType: Zip or Document
  4. JobName: oracle/apps/ess/financials/commonModules/shared/common/interfaceLoader,InterfaceLoaderController
  5. ParameterList: 135,{doc_id},N,N
  6. ResponseCode: The response contains the FBDI ESS Job ID launched to import the data into application tables

Key Resources

Simulate Changes to Item Planning Method

Sometimes you may need to change item information for a specific purpose, such as an evaluation of a scenario without effecting the change in the system of record. Oracle Supply Planning Cloud enables you to simulate various scenarios using a simulation set or in-line in a plan. With this update, you can change the Planning Method item attribute in the context of a simulation set and see the effect on the plan. For example, you can change the planning method from MRP Planned to MPS Planned when a particular item has risen in importance and needs to be evaluated to see the consequences when the item is master scheduled.

Enabling you to change the Planning Method in Oracle Supply Chain Planning Cloud, and not in the system of record, helps you implement more flexible planning processes by enabling you to run various plans with different values for the same Planning Method attribute.

Steps to Enable

  • Define items to be planned in addition to other necessary data
  • Collect planning data
  • Include items for which you need to change the planning method in a simulation set
  • Change the Planning Method value in the simulation set for the relevant item-organization combinations, and save the changes
  • Define plan options with the relevant Planned Item Type value specified in the General tab
  • Include the simulation set in the plan options
  • Run the plan
  • View the list of items planned in the plan in the Items UI

Tips And Considerations

  • You can exclude certain items from the plan by changing their Planning Method value to Not Planned in the simulation set that will be part of the plan's options.
  • Ensure that the Planning Method value for the items that need to be planned conforms to the Planned Item Type value specified in the plan's options.
  • The Planning Method value is not editable in the plan and can only be edited in the plan’s simulation set.

Key Resources

Consider Circular Transfer Order Supply

When there is excess inventory in one location and a shortage in another, you may want to make an executive decision to create a transfer order to move inventory to the location with the shortage even though the normal flow of inventory as per your planning sourcing rules is the reverse. This transfer order is now considered in the plan so that you can accurately plan and get supply and demand in balance.

This functionality enables accurate accounting of supply and demand in the plan even in exceptional situations.

Steps to Enable

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

Tips And Considerations

For the case of circular transfers, the typical business scenario is that you find excess supply in the destination organization, and you send it back to the source organization. Planning will peg the circular transfer demand to an existing supply.

If the circular transfer was created in error, there may not be available supply in the source organization. In this case, you may see what is known as circular pegging, pegging where the transfer demand is pegging to itself.

Key Resources

Explore Cross-Supply Chain Linkages Using the Build Plan

The Build Plan page provides a one-stop multilevel time bucketed view of supply and demand. Planners typically want to answer questions that need an understanding of the supply chain linkages that include supply-demand pegging, resource requirements to end demand links, and supplier requirements to end demand links. With the newly enhanced build plan, you can now conduct the following additional analysis:

  • Easily analyze only the critical components and resources in the entire supply chain of a particular end item by using advanced criteria such as selecting items that have a shortage or resources that are overloaded.
  • Easily analyze the upstream and downstream supply demand linkages by color highlighting dependent demands, pegged end demands, pegged supplies, pegged upstream supplies, pegged downstream supplies, substitute components, and alternate resources for a selected supply or demand.
  • Easily overcome shortage and resource overload situations by switching to a substitute component or alternate resource in the Build Plan page.

With the enhanced ability to understand supply and demand links across multiple tiers of the supply chain and the ability to take action in the same page, you can now easily analyze and overcome supply and demand imbalance situations.

The enhanced Build Plan page includes the following additions and changes:

  • The ability to perform resource centric and component centric analysis of the supply chain in addition to end item centric analysis.
  • The addition of supplier specific measures to the Build Plan. You can view these measures for selected item-supplier combinations.
  • A new Configure Build Plan dialog that can be invoked from the toolbar. In this dialog, you can select the set of items, resources and suppliers that you want to view in the Build Plan. You can select components and resources that relate to an end item, items that are produced on a specific resource or the set of end items that related to a specific component. After you select the set of items, resources, and suppliers, then you can choose to refresh the Build Plan with your selections or add them to what is already displayed in the Build Plan.  

 

              Configure Build Plan Dialog  

  • An enhanced Highlight Related Cells drop-down list in the toolbar. You can now see a variety of supply chain linkages using the choices available in the Highlight Related Cells list. For example, you can see the supplies that peg to an end demand, the upstream or downstream supplies that peg to a selected supply, the end demands that peg to a supply at any level in the supply chain, or alternate resources and substitute components of a chosen resource requirement or component requirement. 
  • A new Highlight Exceptions feature. Using the Format Measures option in the View menu, you can define conditional formatting rules for measure values displayed in the Build Plan. You can provide a name to the conditional formatting rule and specify that it should be applied only when selected by the user. The named formatting rule will then appear as a choice within the Highlight Exceptions drop-down list in the toolbar. When you select the rule from this list, any cells that satisfy the condition will be highlighted.

 

Highlight Related Cells  

  • An enhancement to the Details section of the Build Plan. You can select the Show Details button in the toolbar to view the order level details for a selected cell. With this enhancement, additional order level attributes, such as Item Structure, Work Definition, Supplier, and Supplier Site, are displayed as columns in the Details section. You can also firm orders in the Details section by editing the Firm Status, Firm Date and Firm Quantity columns. You can also select firm resources and firm components for planned orders by editing the values in the Firm Resources and Firm Components columns.   

Watch a Demo

Steps to Enable

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

Tips And Considerations

  • In the Configure Build Plan dialog, you can use the Category and Catalog filters as well as the Query by Example filtering feature to filter down the list of items to a smaller list prior to making your selections.
  • The Build Plan will not display a row if all the values for that row are null values. For example, suppose you have selected the Sales Orders measure in the Manage Layouts dialog and your Build Plan includes both an end item that has sales orders as well as a component item that does not have sales orders. The Build Plan will show the Sales Orders row for the end item but not show this row for the component item because the component item does not have any sales orders.
  • You can perform nested supply chain exploration using the Configure Build Plan dialog. For example, you can first select a set of component items that relate to a chosen end item. You can then select one of the component items and again use the Configure Build Plan dialog to choose the other end items that use this component item. If you add your new selections to the Build Plan, then you will see a nested display that includes both your original selections and your new selections.

Key Resources

Release Manually Created Supply Orders

You may sometimes create a planned supply order manually when it helps address a planning problem more directly rather than changing existing or recommended supply orders. You can now release these manually created supply orders to the execution system directly from Oracle Supply Chain Planning Cloud.

This automation helps you to manage your day to day tasks more effectively by releasing all types of supply orders both system generated as well as manually created for execution from Oracle Supply Planning Cloud.

Steps to Enable

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

Tips And Considerations

Before releasing a manually created supply order, you should review the settings for all of the implement fields to confirm the implement data.

Key Resources

Planning Central

Display Description in Planning Tables and Graphs

In some instances the primary identifier of entities, such as items, organizations, and resources, could be a hard to understand alphanumeric code, but planners prefer using a more user-friendly description.

Planning tables and graphs can now be configured so that the description can also be displayed. This feature helps planners more intuitively understand planning results without having to either memorize the code or use a reference table for the following entities: Items, Organizations, Resource, Work Centers, and Work Areas. 

Watch a Demo

Steps to Enable

To configure the item identifier to display:

  1. Select the Configure Planning Analytics task from the tasks panel drawer
  2. Select the Levels and Attributes tab
  3. Select the Product dimension and the Product hierarchy using the toolbar filters
  4. Double click on the Member Identifier to Display field on the row containing the lowest level of the hierarchy
  5. Select the desired item identifier to display from the list of available fields
  6. Press Save and Close

To configure the organization identifier to display:

  1. Select the Configure Planning Analytics task from the tasks panel drawer
  2. Select the Levels and Attributes tab
  3. Select the Organization dimension and the Enterprise hierarchy using the toolbar filters
  4. Double click on the Member Identifier to Display field on the row containing the lowest level of the hierarchy
  5. Select the desired item identifier to display from the list of available fields
  6. Press Save and Close

To configure the resource identifier to display:

  1. Select the Configure Planning Analytics task from the tasks panel drawer
  2. Select the Levels and Attributes tab
  3. Select the Resource dimension and the Resource hierarchy using the toolbar filters
  4. Double click on the Member Identifier to Display field on the desired hierarchy level
  5. Select the desired item identifier to display from the list of available fields
  6. Press Save and Close

Tips And Considerations

  • The specification of which member identifier to display applies to all users, it is not a user-specific setting
  • After you change the member level to display, you must close and reopen your browser before the change takes effect

Key Resources

Copy Data from One Measure to Another

The planning process is most efficient when planners spend most of their time in analyzing and coming up with ideas to take advantage of opportunities or solve problems rather than in tedious data maintenance. One of the key tasks of a planner is to be able to copy data from a reference data set such as a sales forecast, to a target measure such as adjusted consensus forecast as the starting point prior to further data adjustment. With this update, you can select a range of cells in the target measure and specify the source of data and optionally the arithmetic operation to be performed on the source data prior to copying the data.

This feature helps the planners to be more productive by reducing the time spent in planning data management.

Watch a Demo

Steps to Enable

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

Tips And Considerations

  • For a measure to appear in the Source Measure’s list of values
    • The measure must be included in the table
    • The measure must conform to the same dimensions as the measure being edited
  • When editing a measure’s value at an aggregate level, the value is allocated down to the lowest level

Key Resources

Automate Upload of File-Based Data

The route to error-free planning is through automating routine tasks such as running the data collection processes. Previously, you could automate the collection of data from Oracle Supply Chain Management Cloud. With this update, you can also automate the collection of data when they are loaded into Oracle Planning Central Cloud using the file-based data import (FBDI) processes by invoking the ERP Integration web services. These file uploads can now also be invoked using Oracle ERP Adapter of Oracle Integration Cloud Service (ICS).

With this feature, all of the planning processes to upload data, including uploading the file, validating the data, and loading data into Oracle Supply Chain Planning Cloud can be automated.

  • Following REST and SOAP APIs are available to automate the file uploads to Supply Chain Planning Cloud
    • REST: /fscmRestApi/resources/11.13.18.05/erpintegrations
    • SOAP: /fscmService/ErpIntegrationService?WSDL
  • In either of these services, you can invoke the POST operation importBulkData, which does the following in a single call:
    • Data file upload to the content management server (UCM)
    • Load the data into the interface table.Import data to application tables.

Steps to Enable

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

Tips And Considerations

  • Both types of collections - targeted and net change - are supported using these web services. The type of collections and the instance code must be indicated in the parameters file ScpErpIntegrationServiceParamsImportTemplate.xlsm.
  • The parameters to be used when invoking the importBulkData POST operation must include
  1. DocumentContent: Refers to the input file (.csv or a .zip containing 1 or more .csv files) in base64 encoding
  2. FileName: File name
  3. ContentType: Zip or Document
  4. JobName: oracle/apps/ess/financials/commonModules/shared/common/interfaceLoader,InterfaceLoaderController
  5. ParameterList: 135,{doc_id},N,N
  6. ResponseCode: The response contains the FBDI ESS Job ID launched to import the data into application tables

Key Resources

Simulate Changes to Item Planning Method

Sometimes you may need to change item information for a specific purpose, such as an evaluation of a scenario without effecting the change in the system of record. Oracle Supply Planning Cloud enables you to simulate various scenarios using a simulation set or in-line in a plan. With this release, you can change the Planning Method item attribute in the context of a simulation set and see the effect on the plan. For example, you can change the planning method from MRP Planned to MPS Planned when a particular item has risen in importance and needs to be evaluated to see the consequences when the item is master scheduled. 

Enabling you to change the Planning Method in Oracle Supply Chain Planning Cloud, and not in the system of record, helps you implement more flexible planning processes by enabling you to run various plans with different values for the same Planning Method attribute.

Steps to Enable

  • Define items to be planned in addition to other necessary data
  • Collect planning data
  • Include items for which you need to change the planning method in a simulation set
  • Change the Planning Method value in the simulation set for the relevant item-organization combinations, and save the changes
  • Define plan options with the relevant Planned Item Type value specified in the General tab
  • Include the simulation set in the plan options
  • Run the plan
  • View the list of items planned in the plan in the Items UI

Tips And Considerations

  • You can exclude certain items from the plan by changing their Planning Method value to Not Planned in the simulation set that will be part of the plan's options.
  • Ensure that the Planning Method value for the items that need to be planned conforms to the Planned Item Type value specified in the plan's options.
  • The Planning Method value is not editable in the plan and can only be edited in the plan’s simulation set.

Key Resources

Consider Circular Transfer Order Supply

When there is excess inventory in one location and a shortage in another, you may want to make an executive decision to create a transfer order to move inventory to the location with the shortage even though the normal flow of inventory as per your planning sourcing rules is the reverse. This transfer order is now considered in the plan so that you can accurately plan and get supply and demand in balance.

This functionality enables accurate accounting of supply and demand in the plan even in exceptional situations.

Steps to Enable

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

Tips And Considerations

For the case of circular transfers, the typical business process is that you find excess supply in the destination organization and sends it back to the source organization. Planning will peg the circular transfer demand to an existing supply.

If the circular transfer was created in error, there may not be available supply in the source organization. In this case, you may see what's known as circular pegging, pegging where the transfer demand is pegging to itself.

Key Resources

Release Manually Created Supply Orders

You may sometimes create a planned supply order manually when it helps address a planning problem more directly rather than changing existing or recommended supply orders. You can now release these manually created supply orders to the execution system directly from Oracle Planning Central Cloud.

This automation helps you to manage your day to day tasks more effectively by releasing all types of supply orders both system generated as well as manually created for execution from Oracle Planning Central Cloud.

Watch a Demo

Steps to Enable

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

Tips And Considerations

Before releasing a manually created supply order, the planner should review the settings for all of the implement fields to confirm the implement data.

Key Resources

Export Plan Data to a File

Plan data is usually required for a broader enterprise user community than just planners. Examples include enterprise wide reporting where plan data needs to be available in a corporate data warehouse. You can now export the data available in planning data measures at any aggregation level based on an existing planning table to a file in a comma delimited (CSV) file format.

With this feature, plan data can be analyzed by a wider community of users using a tool of your choice.

Steps to Enable

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

Tips And Considerations

The publish data option supports exporting the data of any set of measures in a plan at any dimension, at any level of granularity, and for any filtered set of data based on an existing pivot table definition. This feature supports viewing large data sets and does not have the data size and cell count limitations that are applicable when viewing data within the application pivot tables in the Planning Central work area.

Key Resources

Demand Management

Display Description in Planning Tables and Graphs

In some instances, the primary identifier of entities, such as items, organizations, and resources, could be a hard to understand alphanumeric code while planners prefer using a more user-friendly description.

Planning tables and graphs can now be configured so that the description can also be displayed. This feature helps planners more intuitively understand planning results without either having to memorize the code or use a reference table for the following entities: Items, Organizations, Resource, Work Center, and Work Area.

Steps to Enable

To configure the item identifier to display:

  1. Select the Configure Planning Analytics task from the tasks panel drawer
  2. Select the Levels and Attributes tab
  3. Select the Product dimension and the Product hierarchy using the toolbar filters
  4. Double click on the Member Identifier to Display field on the row containing the lowest level of the hierarchy
  5. Select the desired item identifier to display from the list of available fields
  6. Press Save and Close

To configure the organization identifier to display:

  1. Select the Configure Planning Analytics task from the tasks panel drawer
  2. Select the Levels and Attributes tab
  3. Select the Organization dimension and the Enterprise hierarchy using the toolbar filters
  4. Double click on the Member Identifier to Display field on the row containing the lowest level of the hierarchy
  5. Select the desired item identifier to display from the list of available fields
  6. Press Save and Close

To configure the resource identifier to display:

  1. Select the Configure Planning Analytics task from the tasks panel drawer
  2. Select the Levels and Attributes tab
  3. Select the Resource dimension and the Resource hierarchy using the toolbar filters
  4. Double click on the Member Identifier to Display field on the desired hierarchy level
  5. Select the desired item identifier to display from the list of available fields
  6. Press Save and Close

Tips And Considerations

  • The specification of which member identifier to display applies to all users, it is not a user-specific setting
  • After you change the member level to display, you must close and reopen your browser before the change takes effect

Key Resources

Copy Data from One Measure to Another

The planning process is most efficient when planners spend most of their time in analyzing and coming up with ideas to take advantage of opportunities or solve problems rather than in tedious data maintenance. One of the key tasks of a planner is to be able to copy data from a reference data set such as a sales forecast, to a target measure such as adjusted consensus forecast as the starting point prior to further data adjustment. With this update, you can select a range of cells in the target measure and specify the source of data and optionally the arithmetic operation to be performed on the source data prior to copying the data.

This feature helps the planners to be more productive by reducing the time spent in planning data management.

Steps to Enable

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

Tips And Considerations

  • For a measure to appear in the Source Measure’s list of values
    • The measure must be included in the table
    • The measure must conform to the same dimensions as the measure being edited
  • When editing a measure’s value at an aggregate level, the value is allocated down to the lowest level

Key Resources

Automate Upload of File-Based Data

The route to error-free planning is through automating routine tasks such as running the data collection processes. Previously, you could automate the collection of data from Oracle Supply Chain Management Cloud. With this update, you can also automate the collection of data when they are loaded into Oracle Planning Central Cloud using the file-based data import (FBDI) processes by invoking the ERP Integration web services. These file uploads can now also be invoked using Oracle ERP Adapter of Oracle Integration Cloud Service (ICS).

With this feature, all of the planning processes to upload data, including uploading the file, validating the data, and loading data into Oracle Supply Chain Planning Cloud can be automated.

  • Following REST and SOAP APIs are available to automate the file uploads to Supply Chain Planning Cloud
    • REST: /fscmRestApi/resources/11.13.18.05/erpintegrations
    • SOAP: /fscmService/ErpIntegrationService?WSDL
  • In either of these services, you can invoke the POST operation importBulkData, which does the following in a single call:
    • Data file upload to the content management server (UCM)
    • Load the data into the interface table.Import data to application tables.

Steps to Enable

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

Tips And Considerations

  • Both types of collections - targeted and net change - are supported using these web services. The type of collections and the instance code must be indicated in the parameters file ScpErpIntegrationServiceParamsImportTemplate.xlsm.
  • The parameters to be used when invoking the importBulkData POST operation must include
  1. DocumentContent: Refers to the input file (.csv or a .zip containing 1 or more .csv files) in base64 encoding
  2. FileName: File name
  3. ContentType: Zip or Document
  4. JobName: oracle/apps/ess/financials/commonModules/shared/common/interfaceLoader,InterfaceLoaderController
  5. ParameterList: 135,{doc_id},N,N
  6. ResponseCode: The response contains the FBDI ESS Job ID launched to import the data into application tables

Key Resources