- Revision History
- Overview
- Feature Summary
- Optional Uptake of New Features (Opt-In)
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- Demand Management
- Sales and Operations Planning
- Planning Central
-
- Visually Identify Editable Cells in Tables
- Copy and Paste Data in Planning Tables
- Export and Import Configurations of Planning Analytics
- Load Transactional Data Using Files for Oracle SCM Cloud Source Systems
- Plan with Telescoping Time Buckets
- Collect Resource Availability Using a Rolling Date Range
- Forecast Internal Orders
- Update Simulation Set Data in Microsoft Excel
- Plan Supply Using Any Demand Measure
- Integrate and Extend Planning Central Using REST Services
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- Supply Planning
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- Visually Identify Editable Cells in Tables
- Plan Supply Using Any Demand Measure
- Copy and Paste Data in Planning Tables
- Update Simulation Set Data in Microsoft Excel
- Export and Import Configurations of Planning Analytics
- Load Transactional Data Using Files for Oracle SCM Cloud Source Systems
- Plan with Telescoping Time Buckets
- Collect Resource Availability Using a Rolling Date Range
- Integrate and Extend Supply Planning Using REST Services
-
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 |
|---|---|---|
| 22 MAR 2019 | Created initial document. |
This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.
Security and New Features
The Role section of each feature 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.
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.
| Ready for Use by End Users Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
Customer Must Take Action before Use by End Users 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. |
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|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
Customer Action Required |
||
Load Transactional Data Using Files for Oracle SCM Cloud Source Systems |
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Load Transactional Data Using Files for Oracle SCM Cloud Source Systems |
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Load Transactional Data Using Files for Oracle SCM Cloud Source Systems |
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Load Transactional Data Using Files for Oracle SCM Cloud Source Systems |
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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:
- Click the Navigator, and then click New Features (under the My Enterprise heading).
- On the New Features page, select the offering that includes new features you’d like to review.
- Click Go to Opt In for any feature that you want to opt in to.
- 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:
- Click the Navigator, and then click Setup and Maintenance.
- On the Setup page, select your offering, and then click Change Feature Opt In.
- On the Opt In page, click the Edit Features icon.
- 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.
- Click Done.
OPT-IN EXPIRATION
Some features include an opt-in expiration update, after which they are no longer optional. If you have not opted in to the feature by the expiration update, it will automatically be enabled for you in that update.
Click here to review details of all Oracle Applications Cloud features with an upcoming opt-in expiration update.
Visually Identify Editable Cells in Tables
You can choose to highlight with color all editable cells in a planning table, so that it's easier to find the places where you can make changes. You can switch this highlighting on and off through an option in the View menu.
Highlight editable cells, in tandem with using the copy and paste feature, to reduce the time required for you to maintain planning data.
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
To use the feature Visually Identify Editable Cells in Tables:
- In an open pivot table, choose Highlight Editable Cells under the table toolbar Action menu
- Editable cells in the pivot table are highlighted in blue
- Non-editable cells remain unchanged
Conditional formatting takes precedence over highlighting of editable cells.
Key Resources
- The Visually Identify Editable Cell in Tables readiness training, available on Oracle Cloud Readiness for Supply Chain Planning.
Copy and Paste Data in Planning Tables
Improve your productivity by selecting and copying a range of cells and pasting it in a planning table. You can copy the data from a planning table in Supply Chain Planning Cloud and paste it to another editable range of cells in a planning table, in the context of the named plan the data was copied from. Alternatively, you can copy the data into the clipboard from any desktop application, such as Microsoft Excel, and then paste it to an editable range of cells.
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
To paste data from another application, such as Excel, into a pivot table:
- Copy a range of data from an application
- Highlight the first cell of the target range in the pivot table
- Choose Paste from Clipboard under the toolbar Action menu or use right-mouse click
- Use CTRL-V to paste the copied range into the Paste from Clipboard dialog
- Click Paste and Close
To copy data between pivot tables within the same plan, or within the same pivot table:
- Copy data from the source pivot table
- In the target pivot table, highlight the first cell of the range
- Choose Paste under the toolbar Action menu or use right-mouse click
Only numeric data can be copied. If there are non-editable cells between the editable cells, a message displays stating the non-editable cells will be skipped. The planner can continue with the paste or cancel it.
Key Resources
- The Copy and Paste Data in Planning Tables readiness training, available on Oracle Cloud Readiness for Supply Chain Planning.
Export and Import Configurations of Planning Analytics
During implementation, you typically configure planning analytical artifacts, such as measures, planning tables, charts, and graphs, in an Oracle SCM Cloud development instance. You then migrate them to a test instance for further testing and acceptance prior to deploying them in the production instance. With this update, you can export the configured analytical artifacts to a configuration file, and then import the artifacts into a target instance.
Exporting and importing your configurations of planning analytics increases the efficiency of Supply Chain Planning Cloud implementations. You can reduce the error rate and the time taken to re-create planning analytical artifacts.
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
- The export process allows you to select a subset of the objects from planning hierarchies, measure definitions, measure catalogs, dimension catalogs, tables and graphs. When selecting a subset, you must ensure that all dependent objects are selected. Otherwise the import process will fail.
- The tables and graphs will be exported and imported with associated filters. This feature does not create those filter members in the target system. You must create the member data in the target system using the standard data collection process.
- This export and import process will replace all the objects in the target system with the new definitions from the source system.
Key Resources
- The Export and Import Configurations of Planning Analytics readiness training available on Oracle Cloud Readiness for Supply Chain Planning
Load Transactional Data Using Files for Oracle SCM Cloud Source Systems
You may prefer to gradually migrate supply chain management processes to the Oracle Supply Chain Management cloud with some processes handled in Oracle SCM Cloud while the remaining processes continue to use existing systems. In these situations, Oracle Supply Chain Planning Cloud may need to integrate partially with Oracle SCM Cloud and partially with other systems of record. Oracle Supply Chain Planning Cloud now supports multiple systems of record in a plan. For example, you process sales orders in an on-premise order management system, but run manufacturing, procurement, and inventory processes in Oracle SCM Cloud. In this scenario, you can now load sales order data from an on-premise application using file-based data imports (FBDI), while collecting the rest of the data automatically from Oracle SCM Cloud.
The ability to optionally load data from another system gives you more flexibility to migrate different supply chain processes in your enterprise to Oracle Cloud over time.
Steps to Enable
- In the Demand Management work area, navigate to the Planning Source Systems page and select the row for the source system with Version = Oracle Fusion.
- From the Actions menu, select Select Data Sources.
- Select the Enable External Data check box and select the required functional areas to upload external data.
Tips And Considerations
- A change to this configuration (either enabling or disabling external data) will require a targeted data collection to be run to ensure a consistent data refresh.
- Once a functional area is enabled for external data all the related entities will be disabled in the launch parameters for the data collections process.
- Enabling external data for an Oracle Fusion source system prevents use of certain functionality, such as configure-to-order and drop ship.
Key Resources
- The Load Transactional Data Using Files for Oracle SCM Cloud Source Systems readiness training available on Oracle Cloud Readiness for Supply Chain Planning
Role Information
- Users need the following security privilege to use this feature
- Manage Planning Instance (MSP_MANAGE_PLANNING_INSTANCE)
- Users with following job roles will automatically be able to use this feature as they include the above privilege
- Materials Planner (ORA_MSC_MATERIALS_PLANNER)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER)
- Demand and Supply Planner (ORA_MSC_DEMAND_AND_SUPPLY_PLANNER)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER)
Visually Identify Editable Cells in Tables
You can choose to highlight with color all editable cells in a planning table, so that it's easier to find the places where you can make changes. You can switch this highlighting on and off through an option in the View menu.
Highlight editable cells, in tandem with using the copy and paste feature, to reduce the time required for you to maintain planning data.
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
To use the feature Visually Identify Editable Cells in Tables:
- In an open pivot table, choose Highlight Editable Cells under the table toolbar Action menu
- Editable cells in the pivot table are highlighted in blue
- Non-editable cells remain unchanged
Conditional formatting takes precedence over highlighting of editable cells.
Key Resources
- The Visually Identify Editable Cell in Tables readiness training, available on Oracle Cloud Readiness for Supply Chain Planning.
Copy and Paste Data in Planning Tables
Improve your productivity by selecting and copying a range of cells and pasting it in a planning table. You can copy the data from a planning table in Supply Chain Planning Cloud and paste it to another editable range of cells in a planning table, in the context of the named plan the data was copied from. Alternatively, you can copy the data into the clipboard from any desktop application, such as Microsoft Excel, and then paste it to an editable range of cells.
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
To paste data from another application, such as Excel, into a pivot table:
- Copy a range of data from an application
- Highlight the first cell of the target range in the pivot table
- Choose Paste from Clipboard under the toolbar Action menu or use right-mouse click
- Use CTRL-V to paste the copied range into the Paste from Clipboard dialog
- Click Paste and Close
To copy data between pivot tables within the same plan, or within the same pivot table:
- Copy data from the source pivot table
- In the target pivot table, highlight the first cell of the range
- Choose Paste under the toolbar Action menu or use right-mouse click
Only numeric data can be copied. If there are non-editable cells between the editable cells, a message displays stating the non-editable cells will be skipped. The planner can continue with the paste or cancel it.
Key Resources
- The Copy and Paste Data in Planning Tables readiness training, available on Oracle Cloud Readiness for Supply Chain Planning.
Export and Import Configurations of Planning Analytics
During implementation, you typically configure planning analytical artifacts, such as measures, planning tables, charts, and graphs, in an Oracle SCM Cloud development instance. You then migrate them to a test instance for further testing and acceptance prior to deploying them in the production instance. With this update, you can export the configured analytical artifacts to a configuration file, and then import the artifacts into a target instance.
Exporting and importing your configurations of planning analytics increases the efficiency of Supply Chain Planning Cloud implementations. You can reduce the error rate and the time taken to re-create planning analytical artifacts.
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
- The export process allows you to select a subset of the objects from planning hierarchies, measure definitions, measure catalogs, dimension catalogs, tables and graphs. When selecting a subset, you must ensure that all dependent objects are selected. Otherwise the import process will fail.
- The tables and graphs will be exported and imported with associated filters. This feature does not create those filter members in the target system. You must create the member data in the target system using the standard data collection process.
- This export and import process will replace all the objects in the target system with the new definitions from the source system.
Key Resources
- The Export and Import Configurations of Planning Analytics readiness training available on Oracle Cloud Readiness for Supply Chain Planning
Load Transactional Data Using Files for Oracle SCM Cloud Source Systems
You may prefer to gradually migrate supply chain management processes to the Oracle Supply Chain Management cloud with some processes handled in Oracle SCM Cloud while the remaining processes continue to use existing systems. In these situations, Oracle Supply Chain Planning Cloud may need to integrate partially with Oracle SCM Cloud and partially with other systems of record. Oracle Supply Chain Planning Cloud now supports multiple systems of record in a plan. For example, you process sales orders in an on-premise order management system, but run manufacturing, procurement, and inventory processes in Oracle SCM Cloud. In this scenario, you can now load sales order data from an on-premise application using file-based data imports (FBDI), while collecting the rest of the data automatically from Oracle SCM Cloud.
The ability to optionally load data from another system gives you more flexibility to migrate different supply chain processes in your enterprise to Oracle Cloud over time.
Steps to Enable
- In the Sales and Operations Planning work area, navigate to the Planning Source Systems page and select the row for the source system with Version = Oracle Fusion.
- From the Actions menu, select Select Data Sources.
- Select the Enable External Data check box and select the required functional areas to upload external data.
Tips And Considerations
- A change to this configuration (either enabling or disabling external data) will require a targeted data collection to be run to ensure a consistent data refresh.
- Once a functional area is enabled for external data all the related entities will be disabled in the launch parameters for the data collections process.
- Enabling external data for an Oracle Fusion source system prevents use of certain functionality, such as configure-to-order and drop ship.
Key Resources
- The Load Transactional Data Using Files for Oracle SCM Cloud Source Systems readiness training available on Oracle Cloud Readiness for Supply Chain Planning
Role Information
- Users need the following security privilege to use this feature
- Manage Planning Instance (MSP_MANAGE_PLANNING_INSTANCE)
- Users with following job roles will automatically be able to use this feature as they include the above privilege
- Materials Planner (ORA_MSC_MATERIALS_PLANNER)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER)
- Demand and Supply Planner (ORA_MSC_DEMAND_AND_SUPPLY_PLANNER)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER)
Update Simulation Set Data in Microsoft Excel
When there is a business-critical issue, the best approach to solve the issue is to simulate various scenarios for solving the problem, and then pick the best option. You can increase your productivity by reducing the time involved in changing the data for these simulation scenarios. You can now efficiently simulate planning scenarios by managing item attributes in a simulation set in Microsoft Excel.
The data relevant to various simulation scenarios can now be edited using a tool that almost all users are already familiar with.
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
You can also delete records from the Items Simulation Set and the Supplies and Demands Simulation Set using Excel. Records are marked for deletion when you double click in the Mark for Deletion column. These records are deleted from the simulation set when you upload the spreadsheet.
The Edit in Spreadsheet functionality was already available in the Plans mode. Using this existing functionality, you can download records from the Items page to the Excel Spreadsheet and update the attributes for items and create new items. Similarly you can download records from the Supplies and Demands page to the Excel Spreadsheet and update the attributes for orders and create new orders. These changes in the spreadsheets, updated and created new items as well as updated and created new orders, are reflected in the plan when these spreadsheets are uploaded back to the plan.
The Mark for Deletion column, which is available in the spreadsheet that is downloaded from the Items Simulation Set or the Supplies and Demands Simulation Set, is not available in the spreadsheet that is downloaded from the Items page or the Supplies and Demands page. This means you cannot delete items, or orders, or both, from a plan when these spreadsheets are uploaded back to the plan.
Key Resources
- The Update Simulation Set Data in Microsoft Excel readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
Users assigned to any of the following job roles will automatically be able to use this feature and no special privileges are required:
- Materials Planner (ORA_MSC_MATERIALS_PLANNER)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER)
- Demand and Supply Planner (ORA_MSC_DEMAND_AND_SUPPLY_PLANNER)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER)
Plan Supply Using Any Demand Measure
In a variety of situations, predefined measures, such as consensus forecast, final shipments forecast, and final bookings forecast, are not the best inputs for your supply planning. Previously, you were restricted to a limited number of predefined measures as a statement of demand or forecast error. Starting with this update, you can configure any measure as the statement of forecasted demand (demand schedule) or calculate safety stock using any forecast error measure, including configured measures.
This feature enables you to plan supply with a demand schedule that best suits your needs.
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
- This feature enhances the existing Plan Options page by replacing the Demand Plan Output column with two columns, the Demand Measures and Forecast Accuracy Measures columns, in the Organizations and Schedules tab for the following work areas:
- Planning Central
- Supply Planning
- Demand and Supply Planning
- From these new columns you can access the Demand Measures and Forecast Accuracy Measures dialog boxes and their lists of corresponding measures.
- In the Sales and Operations Planning work area, the Supply Plan Input column in the Organizations and Schedules tab was modified. You can now access the Supply Plan Input dialog box for the list of available End Item Demand measures.
Key Resources
- The Plan Supply Using any Demand Measure readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
Users assigned to any of the following job roles will automatically be able to use this feature and no special privileges are required:
- Materials Planner (ORA_MSC_MATERIALS_PLANNER)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER)
- Demand and Supply Planner (ORA_MSC_DEMAND_AND_SUPPLY_PLANNER)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER)
Visually Identify Editable Cells in Tables
You can choose to highlight with color all editable cells in a planning table, so that it's easier to find the places where you can make changes. You can switch this highlighting on and off through an option in the View menu.
Highlight editable cells, in tandem with using the copy and paste feature, to reduce the time required for you to maintain planning data.
Watch a Demo
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
To use the feature Visually Identify Editable Cells in Tables:
- In an open pivot table, choose Highlight Editable Cells under the table toolbar Action menu
- Editable cells in the pivot table are highlighted in blue
- Non-editable cells remain unchanged
Conditional formatting takes precedence over highlighting of editable cells.
Key Resources
Copy and Paste Data in Planning Tables
Improve your productivity by selecting and copying a range of cells and pasting it in a planning table. You can copy the data from a planning table in Supply Chain Planning Cloud and paste it to another editable range of cells in a planning table, in the context of the named plan the data was copied from. Alternatively, you can copy the data into the clipboard from any desktop application, such as Microsoft Excel, and then paste it to an editable range of cells.
Watch a Demo
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
To paste data from another application, such as Excel, into a pivot table:
- Copy a range of data from an application
- Highlight the first cell of the target range in the pivot table
- Choose Paste from Clipboard under the toolbar Action menu or use right-mouse click
- Use CTRL-V to paste the copied range into the Paste from Clipboard dialog
- Click Paste and Close
To copy data between pivot tables within the same plan, or within the same pivot table:
- Copy data from the source pivot table
- In the target pivot table, highlight the first cell of the range
- Choose Paste under the toolbar Action menu or use right-mouse click
Only numeric data can be copied. If there are non-editable cells between the editable cells, a message displays stating the non-editable cells will be skipped. The planner can continue with the paste or cancel it.
Key Resources
Export and Import Configurations of Planning Analytics
During implementation, you typically configure planning analytical artifacts, such as measures, planning tables, charts, and graphs, in an Oracle SCM Cloud development instance. You then migrate them to a test instance for further testing and acceptance prior to deploying them in the production instance. With this update, you can export the configured analytical artifacts to a configuration file, and then import the artifacts into a target instance.
Exporting and importing your configurations of planning analytics increases the efficiency of Supply Chain Planning Cloud implementations. You can reduce the error rate and the time taken to re-create planning analytical artifacts.
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
- The export process allows you to select a subset of the objects from planning hierarchies, measure definitions, measure catalogs, dimension catalogs, tables and graphs. When selecting a subset, you must ensure that all dependent objects are selected. Otherwise the import process will fail.
- The tables and graphs will be exported and imported with associated filters. This feature does not create those filter members in the target system. You must create the member data in the target system using the standard data collection process.
- This export and import process will replace all the objects in the target system with the new definitions from the source system.
Key Resources
- The Export and Import Configurations of Planning Analytics readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Load Transactional Data Using Files for Oracle SCM Cloud Source Systems
You may prefer to gradually migrate supply chain management processes to the Oracle Supply Chain Management cloud with some processes handled in Oracle SCM Cloud while the remaining processes continue to use existing systems. In these situations, Oracle Supply Chain Planning Cloud may need to integrate partially with Oracle SCM Cloud and partially with other systems of record. Oracle Supply Chain Planning Cloud now supports multiple systems of record in a plan. For example, you process sales orders in an on-premise order management system, but run manufacturing, procurement, and inventory processes in Oracle SCM Cloud. In this scenario, you can now load sales order data from an on-premise application using file-based data imports (FBDI), while collecting the rest of the data automatically from Oracle SCM Cloud.
The ability to optionally load data from another system gives you more flexibility to migrate different supply chain processes in your enterprise to Oracle Cloud over time.
Steps to Enable
- In the Planning Central work area, navigate to the Planning Source Systems page and select the row for the source system with Version = Oracle Fusion.
- From the Actions menu, select Select Data Sources.
- Select the Enable External Data check box and select the required functional areas to upload external data.
Tips And Considerations
- A change to this configuration (either enabling or disabling external data) will require a targeted data collection to be run to ensure a consistent data refresh.
- Once a functional area is enabled for external data all the related entities will be disabled in the launch parameters for the data collections process.
- Enabling external data for an Oracle Fusion source system prevents use of certain functionality, such as configure-to-order and drop ship.
Key Resources
Role Information
- Users need the following security privilege to use this feature
- Manage Planning Instance (MSP_MANAGE_PLANNING_INSTANCE)
- Users with following job roles will automatically be able to use this feature as they include the above privilege
- Materials Planner (ORA_MSC_MATERIALS_PLANNER)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER)
- Demand and Supply Planner (ORA_MSC_DEMAND_AND_SUPPLY_PLANNER)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER)
Plan with Telescoping Time Buckets
Supply planning time buckets for the purpose of aggregating demand and supply are sometimes required to be telescopic. This means that the time buckets need to be set at a very granular level, such as at a day level, in the short term, but can be at a more aggregate level, such as a week, month, or period, farther out in the planning horizon. With this update, you can configure the supply planning time buckets to have different granularities in the short and long term. For example, you can configure the time buckets to be at a day level for the first 4 weeks of the planning horizon and at a monthly level for the rest of the planning horizon.
This ability to configure planning time buckets with different granularities enables you to implement a more flexible configuration so that constraints are evaluated at a time bucket granularity that is right for your business. In addition, it also provides you with a lever to reduce planning cycle times by increasing the size of the planning buckets when desired.
Steps to Enable
To enable this feature:
- In the Supply Planning Work Area, select the Manage Plans task
- On the Manage Plans page search and select your plan
- Click Actions and then select Edit Plan Options
- On the Plan Options page, select a Supply Planning Calendar
- Then specify the Supply Planning Buckets and the number of buckets for each supply planning bucket
- Optionally, select the Do not create partial buckets check box
Tips And Considerations
- Choose the supply planning bucket types and the number of buckets for each bucket type based on the level of detail you require in the plan.
- For the planning time buckets that are larger than a day, the planned dates on supply and demand orders will be the last working day of each time bucket.
- When you release a buy planned order in a weekly or a period bucket, the implement date will be the start date of the bucket although the suggested due date of the order is the last working day of the bucket.
- In the Material Plan and other pivot tables that include the time dimension, you can't drill to a time level below the planning time bucket level.
Key Resources
- The Plan with Telescoping Time Buckets readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Collect Resource Availability Using a Rolling Date Range
Planners typically require resource availability information to be collected for a fixed time period that is aligned with the planning horizon specified in a plan's options. Prior to this update, you had to specify a start date and end date for collecting resource availability. Now, you can specify a time window for collecting resource availability, such as 90 days, and the planning data collections process will apply this window relative to the date on which it is run. This enables you to set this parameter one time, and then save it into a collections template for use in the future.
Use saved parameters, including what you specified for the time window, to reduce manual intervention, minimize the chance of errors, and improve the overall ease of use of the planning data collections process.
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
- Resource availability in rolling date range will be collected for the Targeted and Automatic collection selection types.
- You must select Resource Availability in the Supply Planning data tab in Collect Planning Data.
- Select Relative to collection run date for the Date Range Type to collect resource availability in rolling date range.
- Specify a number for Collection Window in Days at least the same as the planning horizon specified in the plan options.
- Additionally, you can save the parameter as a collection template to collect resource availability based on a rolling window for each collection run.
Key Resources
You may need to plan for transfer orders as independent demand in situations where only the source organization, not the destination organization, is in the scope of a named plan. For example, you may have one organization in a business unit that supplies a product to other inventory organizations in other business units in your enterprise, and you use internal transfer transactions to move inventory between these organizations. However, you may want to plan for the source organization independently.
You can now include transfer order history in the plan in which the transfer orders are a component of the overall shipments history for generating a statistical forecast. Previously, this capability was only available in Oracle Demand Management Cloud.
This feature provides you the flexibility to model your supply chain for planning purposes that align best with your organizational structures.
Watch a Demo
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
- In the Supply Network Model on the Organizations tab, do the following:
- Specify a customer and customer site for organizations that are sources for transfers.
- Select the Use Customer and Customer Site for Interorganization Transfers check box for the applicable organizations.
- In your demand plan, select to include transfer orders. Note the following:
- Demand plans must include only the source organization.
- Demand planning avoids double counting demand when including transfers by excluding transfers between organization pairs included in the plan.
- Supply plans must include only the source organization. Note the following:
- The plan includes transfer forecasts for internal orders shipped from the source organization.
- Only transfers that are not between two organizations in the plan can consume forecasts.
Key Resources
Update Simulation Set Data in Microsoft Excel
When there is a business-critical issue, the best approach to solve the issue is to simulate various scenarios for solving the problem, and then pick the best option. You can increase your productivity by reducing the time involved in changing the data for these simulation scenarios. You can now efficiently simulate planning scenarios by managing item attributes and supply and demand orders in a simulation set in Microsoft Excel.
The data relevant to various simulation scenarios can now be edited using a tool that almost all users are already familiar with.
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
You can also delete records from the Items Simulation Set and the Supplies and Demands Simulation Set using Excel. Records are marked for deletion when you double click in the Mark for Deletion column. These records are deleted from the simulation set when you upload the spreadsheet.
The Edit in Spreadsheet functionality was already available in the Plans mode. Using this existing functionality, you can download records from the Items page to the Excel Spreadsheet and update the attributes for items and create new items. Similarly you can download records from the Supplies and Demands page to the Excel Spreadsheet and update the attributes for orders and create new orders. These changes in the spreadsheets, updated and created new items as well as updated and created new orders, are reflected in the plan when these spreadsheets are uploaded back to the plan.
The Mark for Deletion column, which is available in the spreadsheet that is downloaded from the Items Simulation Set or the Supplies and Demands Simulation Set, is not available in the spreadsheet that is downloaded from the Items page or the Supplies and Demands page. This means you cannot delete items, or orders, or both, from a plan when these spreadsheets are uploaded back to the plan.
Key Resources
- The Update Simulation Set Data in Microsoft Excel readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
Users assigned to any of the following job roles will automatically be able to use this feature and no special privileges are required:
- Materials Planner (ORA_MSC_MATERIALS_PLANNER)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER)
- Demand and Supply Planner (ORA_MSC_DEMAND_AND_SUPPLY_PLANNER)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER)
Plan Supply Using Any Demand Measure
In a variety of situations, predefined measures, such as consensus forecast, final shipments forecast, and final bookings forecast, are not the best inputs for your supply planning. Previously, you were restricted to a limited number of predefined measures as a statement of demand or forecast error. Starting with this update, you can configure any measure as the statement of forecasted demand (demand schedule) or calculate safety stock using any forecast error measure, including configured measures.
This feature enables you to plan supply with a demand schedule that best suits your needs.
Watch a Demo
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
- This feature enhances the existing Plan Options page by replacing the Demand Plan Output column with two columns, the Demand Measures and Forecast Accuracy Measures columns, in the Organizations and Schedules tab for the following work areas:
- Planning Central
- Supply Planning
- Demand and Supply Planning
- From these new columns you can access the Demand Measures and Forecast Accuracy Measures dialog boxes and their lists of corresponding measures.
- In the Sales and Operations Planning work area, the Supply Plan Input column in the Organizations and Schedules tab was modified. You can now access the Supply Plan Input dialog box for the list of available End Item Demand measures.
Key Resources
Role Information
Users assigned to any of the following job roles will automatically be able to use this feature and no special privileges are required:
- Materials Planner (ORA_MSC_MATERIALS_PLANNER)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER)
- Demand and Supply Planner (ORA_MSC_DEMAND_AND_SUPPLY_PLANNER)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER)
Integrate and Extend Planning Central Using REST Services
Extract Planning Demands Using a REST Service
Oracle Supply Chain Planning Cloud applications may need to coexist with other enterprise applications that you have. You can use technologies, such as file-based data import (FBDI) or REST API, to enable integrations with other applications. In this update, you can retrieve data for all demand order data, such as sales orders, using the Planning Demands REST API, which is a child resource of the Supply Plans and Demand and Supply Plans parent resources. For example, you can use this REST API to integrate the planned demand orders with a reporting system. This new capability enables standards-based interoperability of Oracle Supply Chain Planning Cloud with other applications that you may have in your enterprise.
Steps to Enable
Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > REST API). If you are new to Oracle's REST services you may want to begin with the Quick Start section.
Tips And Considerations
You can use the GET method on the Planning Demands resource to get all demands in the plan. However, to limit the amount of data, it is recommended to use appropriate query parameters in the GET request.
Key Resources
- Refer to the REST APIs for Oracle Supply Chain Management Cloud documentation available on the Oracle Help Center (Select Supply Chain Planning and then REST API link for Supply Chain Management).
Extract Planning Supplies Using a REST Service
Other applications may need supply planning results from Oracle Supply Chain Planning Cloud applications to trigger execution, generate reports, or review supply. This update provides a new REST API that can get planned orders and supplies programmatically, supplementing the file export capabilities that were previously available. The new REST API, Planning Supplies, is available as a child resource of the Supply Plans and Demand and Supply Plans parent resources. This new capability enables standards-based interoperability of Oracle Supply Chain Planning Cloud with other applications in your enterprise.
Steps to Enable
Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > REST API). If you are new to Oracle's REST services you may want to begin with the Quick Start section.
Tips And Considerations
You can use the GET method on the Planning Supplies resource to get all supplies in the plan. However, to limit the amount of data, it is recommended to use appropriate query parameters in the GET request.
Key Resources
- Refer to the REST APIs for Oracle Supply Chain Management Cloud documentation available on the Oracle Help Center (Select Supply Chain Planning and then REST API link for Supply Chain Management).
Visually Identify Editable Cells in Tables
You can choose to highlight with color all editable cells in a planning table, so that it's easier to find the places where you can make changes. You can switch this highlighting on and off through an option in the View menu.
Highlight editable cells, in tandem with using the copy and paste feature, to reduce the time required for you to maintain planning data.
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
To use the feature Visually Identify Editable Cells in Tables:
- In an open pivot table, choose Highlight Editable Cells under the table toolbar Action menu
- Editable cells in the pivot table are highlighted in blue
- Non-editable cells remain unchanged
Conditional formatting takes precedence over highlighting of editable cells.
Key Resources
- The Visually Identify Editable Cell in Tables readiness training, available on Oracle Cloud Readiness for Supply Chain Planning.
Plan Supply Using Any Demand Measure
In a variety of situations, predefined measures, such as consensus forecast, final shipments forecast, and final bookings forecast, are not the best inputs for your supply planning. Previously, you were restricted to a limited number of predefined measures as a statement of demand or forecast error. Starting with this update, you can configure any measure as the statement of forecasted demand (demand schedule) or calculate safety stock using any forecast error measure, including configured measures.
This feature enables you to plan supply with a demand schedule that best suits your needs.
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
- This feature enhances the existing Plan Options page by replacing the Demand Plan Output column with two columns, the Demand Measures and Forecast Accuracy Measures columns, in the Organizations and Schedules tab for the following work areas:
- Planning Central
- Supply Planning
- Demand and Supply Planning
- From these new columns you can access the Demand Measures and Forecast Accuracy Measures dialog boxes and their lists of corresponding measures.
- In the Sales and Operations Planning work area, the Supply Plan Input column in the Organizations and Schedules tab was modified. You can now access the Supply Plan Input dialog box for the list of available End Item Demand measures.
Key Resources
- The Plan Supply Using any Demand Measure readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
Users assigned to any of the following job roles will automatically be able to use this feature and no special privileges are required:
- Materials Planner (ORA_MSC_MATERIALS_PLANNER)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER)
- Demand and Supply Planner (ORA_MSC_DEMAND_AND_SUPPLY_PLANNER)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER)
Copy and Paste Data in Planning Tables
Improve your productivity by selecting and copying a range of cells and pasting it in a planning table. You can copy the data from a planning table in Supply Chain Planning Cloud and paste it to another editable range of cells in a planning table, in the context of the named plan the data was copied from. Alternatively, you can copy the data into the clipboard from any desktop application, such as Microsoft Excel, and then paste it to an editable range of cells.
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
To paste data from another application, such as Excel, into a pivot table:
- Copy a range of data from an application
- Highlight the first cell of the target range in the pivot table
- Choose Paste from Clipboard under the toolbar Action menu or use right-mouse click
- Use CTRL-V to paste the copied range into the Paste from Clipboard dialog
- Click Paste and Close
To copy data between pivot tables within the same plan, or within the same pivot table:
- Copy data from the source pivot table
- In the target pivot table, highlight the first cell of the range
- Choose Paste under the toolbar Action menu or use right-mouse click
Only numeric data can be copied. If there are non-editable cells between the editable cells, a message displays stating the non-editable cells will be skipped. The planner can continue with the paste or cancel it.
Key Resources
- The Copy and Paste Data in Planning Tables readiness training, available on Oracle Cloud Readiness for Supply Chain Planning.
Update Simulation Set Data in Microsoft Excel
When there is a business-critical issue, the best approach to solve the issue is to simulate various scenarios for solving the problem, and then pick the best option. You can increase your productivity by reducing the time involved in changing the data for these simulation scenarios. You can now efficiently simulate planning scenarios by managing item attributes and supply and demand orders in a simulation set in Microsoft Excel.
The data relevant to various simulation scenarios can now be edited using a tool that almost all users are already familiar with.
Watch a Demo
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
You can also delete records from the Items Simulation Set and the Supplies and Demands Simulation Set using Excel. Records are marked for deletion when you double click in the Mark for Deletion column. These records are deleted from the simulation set when you upload the spreadsheet.
The Edit in Spreadsheet functionality was already available in the Plans mode. Using this existing functionality, you can download records from the Items page to the Excel Spreadsheet and update the attributes for items and create new items. Similarly you can download records from the Supplies and Demands page to the Excel Spreadsheet and update the attributes for orders and create new orders. These changes in the spreadsheets, updated and created new items as well as updated and created new orders, are reflected in the plan when these spreadsheets are uploaded back to the plan.
The Mark for Deletion column, which is available in the spreadsheet that is downloaded from the Items Simulation Set or the Supplies and Demands Simulation Set, is not available in the spreadsheet that is downloaded from the Items page or the Supplies and Demands page. This means you cannot delete items, or orders, or both, from a plan when these spreadsheets are uploaded back to the plan.
Key Resources
Role Information
Users assigned to any of the following job roles will automatically be able to use this feature and no special privileges are required:
- Materials Planner (ORA_MSC_MATERIALS_PLANNER)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER)
- Demand and Supply Planner (ORA_MSC_DEMAND_AND_SUPPLY_PLANNER)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER)
Export and Import Configurations of Planning Analytics
During implementation, you typically configure planning analytical artifacts, such as measures, planning tables, charts, and graphs, in an Oracle SCM Cloud development instance. You then migrate them to a test instance for further testing and acceptance prior to deploying them in the production instance. With this update, you can export the configured analytical artifacts to a configuration file, and then import the artifacts into a target instance.
Exporting and importing your configurations of planning analytics increases the efficiency of Supply Chain Planning Cloud implementations. You can reduce the error rate and the time taken to re-create planning analytical artifacts.
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
- The export process allows you to select a subset of the objects from planning hierarchies, measure definitions, measure catalogs, dimension catalogs, tables and graphs. When selecting a subset, you must ensure that all dependent objects are selected. Otherwise the import process will fail.
- The tables and graphs will be exported and imported with associated filters. This feature does not create those filter members in the target system. You must create the member data in the target system using the standard data collection process.
- This export and import process will replace all the objects in the target system with the new definitions from the source system.
Key Resources
Load Transactional Data Using Files for Oracle SCM Cloud Source Systems
You may prefer to gradually migrate supply chain management processes to the Oracle Supply Chain Management cloud with some processes handled in Oracle SCM Cloud while the remaining processes continue to use existing systems. In these situations, Oracle Supply Chain Planning Cloud may need to integrate partially with Oracle SCM Cloud and partially with other systems of record. Oracle Supply Chain Planning Cloud now supports multiple systems of record in a plan. For example, you process sales orders in an on-premise order management system, but run manufacturing, procurement, and inventory processes in Oracle SCM Cloud. In this scenario, you can now load sales order data from an on-premise application using file-based data imports (FBDI), while collecting the rest of the data automatically from Oracle SCM Cloud.
The ability to optionally load data from another system gives you more flexibility to migrate different supply chain processes in your enterprise to Oracle Cloud over time.
Steps to Enable
- In the Supply Planning work area, navigate to the Planning Source Systems page and select the row for the source system with Version = Oracle Fusion.
- From the Actions menu, select Select Data Sources.
- Select the Enable External Data check box, and then select the required functional areas to upload external data.
Tips And Considerations
- A change to this configuration (either enabling or disabling external data) will require a targeted data collection to be run to ensure a consistent data refresh.
- Once a functional area is enabled for external data all the related entities will be disabled in the launch parameters for the data collections process.
- Enabling external data for an Oracle Fusion source system prevents use of certain functionality, such as configure-to-order and drop ship.
Key Resources
- The Load Transactional Data Using Files for Oracle SCM Cloud Source Systems readiness training available on Oracle Cloud Readiness for Supply Chain Planning
Role Information
- Users need the following security privilege to use this feature
- Manage Planning Instance (MSP_MANAGE_PLANNING_INSTANCE)
- Users with following job roles will automatically be able to use this feature as they include the above privilege
- Materials Planner (ORA_MSC_MATERIALS_PLANNER)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER)
- Demand and Supply Planner (ORA_MSC_DEMAND_AND_SUPPLY_PLANNER)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER)
Plan with Telescoping Time Buckets
Supply planning time buckets for the purpose of aggregating demand and supply are sometimes required to be telescopic. This means that the time buckets need to be set at a very granular level, such as at a day level, in the short term, but can be at a more aggregate level, such as a week, month, or period, farther out in the planning horizon. With this update, you can configure the supply planning time buckets to have different granularities in the short and long term. For example, you can configure the time buckets to be at a day level for the first 4 weeks of the planning horizon and at a monthly level for the rest of the planning horizon.
This ability to configure planning time buckets with different granularities enables you to implement a more flexible configuration so that constraints are evaluated at a time bucket granularity that is right for your business. In addition, it also provides you with a lever to reduce planning cycle times by increasing the size of the planning buckets when desired.
Watch a Demo
Steps to Enable
To enable this feature:
- In the Supply Planning Work Area, select the Manage Plans task
- On the Manage Plans page search and select your plan
- Click Actions and then select Edit Plan Options
- In the Plan Options page, select a Supply Planning Calendar
- Then specify the Supply Planning Buckets and the number of buckets for each supply planning bucket
- Optionally, select the Do not create partial buckets check box
Tips And Considerations
- Choose the supply planning bucket types and the number of buckets for each bucket type based on the level of detail you require in the plan.
- In a planning time buckets that are larger than a day, the planned dates on supply and demand orders will be the last working day of each time bucket.
- When you release a buy planned order in a weekly or a period bucket, the implement date will be the start date of the bucket although the suggested due date of the order is the last working day of the bucket.
- In the Material Plan and other pivot tables that include the time dimension, you can't drill to a time level below the planning time bucket level.
Key Resources
Collect Resource Availability Using a Rolling Date Range
Planners typically require resource availability information to be collected for a fixed time period that is aligned with the planning horizon specified in a plan's options. Prior to this update, you had to specify a start date and end date for collecting resource availability. Now, you can specify a time window for collecting resource availability, such as 90 days, and the planning data collections process will apply this window relative to the date on which it is run. This enables you to set this parameter one time, and then save it into a collections template for use in the future.
Use saved parameters, including what you specified for the time window, to reduce manual intervention, minimize the chance of errors, and improve the overall ease of use of the planning data collections process.
Steps to Enable
No steps are required to enable this feature.
Tips And Considerations
- Resource availability in rolling date range will be collected for the Targeted and Automatic collection selection types.
- You must select Resource Availability in the Supply Planning data tab in Collect Planning Data.
- Select Relative to collection run date for the Date Range Type to collect resource availability in rolling date range.
- Specify a number for Collection Window in Days at least the same as the planning horizon specified in the plan options.
- Additionally, you can save the parameters as a collection template to collect resource availability based on a rolling window for each collection run.
Key Resources
- The Collect Resource Availability Using a Rolling Date Range readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Integrate and Extend Supply Planning Using REST Services
Extract Planning Demands Using a REST Service
Oracle Supply Chain Planning Cloud applications may need to coexist with other enterprise applications that you have. You can use technologies, such as file-based data import (FBDI) or REST API, to enable integrations with other applications. In this update, you can retrieve data for all demand order data, such as sales orders, using the Planning Demands REST API, which is a child resource of the Supply Plans and Demand and Supply Plans parent resources. For example, you can use this REST API to integrate the planned demand orders with a reporting system. This new capability enables standards-based interoperability of Oracle Supply Chain Planning Cloud with other applications that you may have in your enterprise.
Steps to Enable
Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > REST API). If you are new to Oracle's REST services you may want to begin with the Quick Start section.
Tips And Considerations
You can use the GET method on the Planning Demands resource to get all demands in the plan. However, to limit the amount of data, it is recommended to use appropriate query parameters in the GET request.
Key Resources
- The Extract Planning Demands Using a REST Service release training, available on Release Readiness.
- Refer to the REST APIs for Oracle Supply Chain Management Cloud documentation available on the Oracle Help Center (Select Supply Chain Planning and then REST API link for Supply Chain Management)
Extract Planning Supplies Using a REST Service
Other applications may need supply planning results from Oracle Supply Chain Planning Cloud applications to trigger execution, generate reports, or review supply. This update provides a new REST API that can get planned orders and supplies programmatically, supplementing the file export capabilities that were previously available. The new REST API, Planning Supplies, is available as a child resource of the Supply Plans and Demand and Supply Plans parent resources. This new capability enables standards-based interoperability of Oracle Supply Chain Planning Cloud with other applications in your enterprise.
Steps to Enable
Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > REST API). If you are new to Oracle's REST services you may want to begin with the Quick Start section.
Tips And Considerations
You can use the GET method on the Planning Supplies resource to get all supplies in the plan. However, to limit the amount of data, it is recommended to use appropriate query parameters in the GET request.
Key Resources
- The Extract Planning Supplies Using a REST Service release training, available on Release Readiness.
- Refer to the REST APIs for Oracle Supply Chain Management Cloud documentation available on the Oracle Help Center (Select Supply Chain Planning and then REST API link for Supply Chain Management).
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