- Revision History
- Overview
- Pre-Update and Post-Update Tasks
- Optional Uptake of New Features (Opt In)
- Feature Summary
-
- Demand Management
-
- Display Only Measures Meeting the Find Condition When Configuring Tables and Graphs
- Filter Selections in Individual Graphs
- Publish Plan Data to a File with a Unique Name
- Copy Measure Data Within a Plan
- Extract Specific Measure Data from a Planning Table
- Access Tasks As Quick Actions on a Home Page
- Update Planning Table Measure Data in Batch Mode
- Sequence Planning Processes Using Job Sets
- Manage Simulation Changes for Items Using REST Services
- Other Demand Management Changes in This Update
- Replenishment Planning
-
- Extract Specific Measure Data from a Planning Table
- Display Only Measures Meeting the Find Condition When Configuring Tables and Graphs
- Filter Selections in Individual Graphs
- Publish Plan Data to a File with a Unique Name
- Access Tasks As Quick Actions on a Home Page
- Update Planning Table Measure Data in Batch Mode
- Sequence Planning Processes Using Job Sets
- Extract Item Location Policy Overrides Using a REST Service
- Manage Simulation Changes for Items Using REST Services
- Extract Collected Data and Manage Simulation Changes for Demands and Supplies Using REST Services
- Other Replenishment Planning Changes in This Update
-
- Supply Planning
-
- Extract Specific Measure Data from a Planning Table
- Plan Items with Safety Stock Targets Even If There Is No Demand
- Display Only Measures Meeting the Find Condition When Configuring Tables and Graphs
- Filter Selections in Individual Graphs
- Publish Plan Data to a File with a Unique Name
- Manage Simulation Changes for Items Using REST Services
- Extract Collected Data and Manage Simulation Changes for Demands and Supplies Using REST Services
- Access Tasks As Quick Actions on a Home Page
- Manage Simulation Set Changes for Resources Using REST Services
- Update Planning Table Measure Data in Batch Mode
- Sequence Planning Processes Using Job Sets
- Other Supply Planning Changes in This Update
- Project-Driven Supply Chain
- Constraint-Based Planning
- Order Backlog Management
- Production Scheduling
-
- Manage Production Schedules and Schedule Options
- Monitor Schedule Performance
- Model User-Defined Attribute Sequences
- View and Adjust the Production Schedule
- Integrate Scheduling and Execution
- Schedule Using Attribute-Based Changeovers
- Create a Finite Capacity Production Schedule
- Set Up Production Schedules Using REST Services
- Manage a Named Schedule Using a REST Service
-
- Sales and Operations Planning
-
- Extract Specific Measure Data from a Planning Table
- Plan at Quarter-Level Using Gregorian or Fiscal Calendar
- Copy Measure Data Within a Plan
- Display Only Measures Meeting the Find Condition When Configuring Tables and Graphs
- Filter Selections in Individual Graphs
- Publish Plan Data to a File with a Unique Name
- Access Tasks As Quick Actions on a Home Page
- Extract Collected Data and Manage Simulation Changes for Demands and Supplies Using REST Services
- Manage Simulation Changes for Items Using REST Services
- Manage Simulation Set Changes for Resources Using REST Services
- Update Planning Table Measure Data in Batch Mode
- Sequence Planning Processes Using Job Sets
- Other Sales and Operations Planning Changes in This Update
-
- Demand Management
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
Date | Product | Feature | Notes |
---|---|---|---|
26 FEB 2021 | Demand Management | Other Demand Management Changes in This Update | Updated document. Added a section. |
26 FEB 2021 | Replenishment Planning | Other Replenishment Planning Changes in This Update | Updated document. Added a section. |
26 FEB 2021 | Supply Planning | Other Supply Planning Changes in This Update | Updated document. Added an entry. |
26 FEB 2021 | Sales and Operations Planning | Other Sales and Operations Planning Changes in This Update | Updated document. Added a section. |
18 DEC 2020 | 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. For details about how to compare your configured job roles to predefined job roles and add security artifacts to your configured job roles, see the Security Console and Roles and Role Assignments chapters in the Oracle SCM Cloud: Securing SCM guide on the Oracle Help Center.
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.
Pre-Update and Post-Update Tasks
Depending on the features you're using in your Cloud applications, you may be required to perform certain steps immediately before or after your quarterly update. For details of these pre-update and post-update steps and the product areas that are affected, please refer to Oracle SCM Cloud: Performing Your Quarterly Update (doc ID 2337485.1) on My Oracle Support.
Optional Uptake of New Features (Opt In)
Oracle Cloud Applications delivers new updates every quarter. This means every three months you'll receive new functionality to help you efficiently and effectively manage your business. Some features are delivered Enabled meaning they are immediately available to end users. Other features are delivered Disabled meaning you have to take action to make available. Features delivered Disabled can be activated for end users by stepping through the following instructions using the following privileges:
- Review Applications Offering (ASM_REVIEW_APPLICATIONS_OFFERINGS_PRIV)
- Configure Oracle Fusion Applications Offering (ASM_CONFIGURE_OFFERING_PRIV)
Here’s how you opt in to new features:
- Click Navigator > My Enterprise > New Features.
- On the Features Overview page, select your offering to review new features specific to it. Or, you can leave the default selection All Enabled Offerings to review new features for all offerings.
- On the New Features tab, review the new features and check the opt-in status of the feature in the Enabled column. If a feature has already been enabled, you will see a check mark. Otherwise, you will see an icon to enable the feature.
- Click the icon in the Enabled column and complete the steps to enable the feature.
In some cases, you might want to opt in to a feature that's not listed in the New Features work area. Here's how to opt in:
- Click Navigator > My Enterprise > Offerings.
- On the Offerings page, select your offering, and then click Opt In Features.
- On the Opt In page, click the Edit Features (pencil) icon for the offering, or for the functional area that includes your feature.
- On the Edit Features page, complete the steps to enable the feature.
For more information and detailed instructions on opting in to new features for your offering, see Offering Configuration.
Opt In Expiration
Occasionally, features delivered Disabled via Opt In may be enabled automatically in a future update. This is known as an Opt In Expiration. If your cloud service has any Opt In Expirations you will see a related tab in this document. Click on that tab to see when the feature was originally delivered Disabled, and when the Opt In will expire, potentially automatically enabling the feature. You can also click here to see features with Opt In Expirations across all Oracle Cloud Applications.
Column Definitions:
Features Delivered Enabled
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
Display Only Measures Meeting the Find Condition When Configuring Tables and Graphs
When the number of measures in a plan is more than a few, it’s imperative to efficiently search for the required measures when configuring tables and graphs. Previously, you could search, but all measures continued to be displayed with the measures meeting the find condition highlighted. With this update, only measures meeting the find condition will be listed.
You can use the Find condition to display only a subset of measures in both the Tree view, which displays measures in measure groups, and List view.

Navigation: Create/Configure Table or Graph > Measures Tab > Find
Watch a Demo
Use the find condition to make the measure selection process easier and configure your tables and graphs more efficiently.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- You can search based on part of a word, an entire word, or a number
- Capitalization is ignored
Key Resources
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_OPERATIONS_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
Users who are assigned configured job roles that contain this privilege are able to access this feature:
- Maintain Planning Tables (MSC_MAINTAIN_PLANNING_TABLES_PRIV)
Filter Selections in Individual Graphs
When analyzing planning data, such as trends in a graph, it’s convenient to toggle between various filter choices available to display the graph. For example, you might want to filter for product category when analyzing the plan, and then once you are done analyzing one product category, select another product category. You can now configure graphs to specify the filter criteria that will appear in the graph. When the graph is displayed, you can select the level value of interest from a set of values in a filter bar above the graph.

Configure Graph Layout Tab Filters on Graph
Watch a Demo
Configure filter criteria for your graphs to improve your planning productivity with more efficient filtering of graphs.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- Hierarchies available in the Layout tab are those selected on the Hierarchies tab.
- The hierarchies and levels selected on the Hierarchies tab can be selected for the X-Axis, Y-Axis, and Filters options.
- Selections in the Filters panel appear as filters above the graph when displayed.
- You can select one or more levels of a hierarchy as filters if that hierarchy is also selected for the X-axis or Y-axis.
- However you can't select all the levels of a hierarchy as filters if that hierarchy is also selected for the X-axis or Y-axis.
- Filters for graphs are similar to filters for tables, but they can't be dragged to the graph.
- Levels in the filter above the graph can't be dragged and dropped onto the X-axis or Y-axis.
Key Resources
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_OPERATIONS_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
Users who are assigned configured job roles that contain this privilege are able to access this feature:
- Maintain Planning Tables (MSC_MAINTAIN_PLANNING_TABLES_PRIV)
Publish Plan Data to a File with a Unique Name
Oracle Cloud Supply Chain Planning enables you to publish the data in a plan into a file in the Oracle Universal Content Manager. The capability was previously available, but was enhanced in this update to provide the option to generate a unique file name.
Generate files with unique names to enhance your technical processes related to integration and ensure that the file being processed for integration with other systems is the intended file.
Watch a Demo
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
- Demand and Supply Planner (ORA_MSC_DEMAND_AND_SUPPLY_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Publish Plan Data (MSC_PUBLISH_PLAN_DATA_PRIV)
Copy Measure Data Within a Plan
Copying data from one measure to another is a frequent task in the planning process. In a variety of situations, you might want to copy the entire set of data from one measure to another within the same plan. An example would be to copy a calculated measure to a stored measure not only for functional reasons, but also to reduce the time taken to recalculate and display a table or a graph. With this update, the existing functionality to copy a measure or set of measures from one plan to another has been enhanced to support copying within the same plan.
Watch a Demo
You now have more flexibility to copy measures to meet your functional needs as well as copy calculated measures to stored measures to improve your UI performance.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
When using the Load Measures from Other Plans option to copy within the same plan:
- The source and target measures can't be the same measure.
- Requirements for the target measure:
- Must be a stored measure
- Can't be a calculated measure
- Can be an editable measure
- If the source measure is a shared measure, then it's recommended that the target measure also be a shared measure.
- If you want to include historical measure values in the copy, then at least one of the measures selected for the target measures must be a shared measure.
- If all of the target measures are plan-specific, not shared measures, then only the forecast time buckets will be copied.
When copying from a calculated measure to a stored measure to improve performance:
- Choose calculated measures where the resulting value doesn't change often:
- Measures that use collected, historical data, such as the Shipments History 1 Year Ago measure, are a good choice.
- Measures that use frequently changing values, such as the Final Shipments Forecast measure, which changes when a new forecast is generated or a planner does a manual override, aren't good choices.
- Configure new measures to store calculated values.
- It's recommended that you create the stored measures this way: Duplicate the original, calculated measures, remove the expression, and keep the dimension selections and shared measure setting the same.
- Modify existing tables and graphs to use the new stored measures instead of the calculated measures.
- Modify existing measure expressions that reference the calculated measures to reference the new stored measures instead.
- Modify existing measures that use the calculated measure as the disaggregation basis to use the new stored measure instead.
- Schedule the Load Measures from Other Plans scheduled process to copy from the calculated measures to the stored measures.
Key Resources
- Watch Copy Measure Data Within a Plan Readiness Training
- Load Measures from Other Plans topic in the Planning Measures chapter in either the Using Demand Management or Using Sales and Operations Planning guides in the Oracle Help Center
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned these predefined job roles are automatically able to access this feature:
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Load Measure Data from Other Plans (MSC_LOAD_MEASURES_FROM_OTHER_PLANS_PRIV) for access to the Load Measures from Other Plans task
- Run Plan with Snapshot (MSC_RUN_PLAN_WITH_SNAPSHOT_PRIV) for access to the Orchestrate Load Measures Processes job in the Scheduled Processes work area
Extract Specific Measure Data from a Planning Table
In some instances, planning data can be a really large set of data that contains thousands of rows and hundreds of columns. You may want to extract only a portion of this data by applying filter criteria. The existing REST API, Planning Table Data, has been enhanced so that you can specify your filter criteria, and avoid having to do additional data manipulation of the extracted data.
You can now seamlessly integrate external applications with Supply Chain Planning Cloud applications by using filters to extract or update just the required set of data in planning tables for a small set of combinations, such as a single product category, or for a specific time period.
Steps to Enable
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.
Tips And Considerations
The capability to extract or update a subset of the table data limited to specific combinations is enabled using a new attribute in the Planning Table Data REST service called Filter. The filter can be any ad-hoc list of levels and their values that are part of the planning table data set. These levels don't have to be specified in the pivot table as an explicit filter.
Key Resources
- The Enhancements to Planning Table Data REST Service readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
- The Supply Chain Planning section of the REST API for Oracle Supply Chain Management Cloud guide on the Oracle Help Center.
Role Information
There are no new security privileges needed to access this enhancement. Users who currently have access to the Planning Tables Data REST API will automatically be able to use this feature.
Access Tasks As Quick Actions on a Home Page
With this update, specific tasks are more immediately available as quick actions on the home page, so you don’t have to first navigate to the supply chain planning work area to take an action.
Several tasks that previously were only accessible using the tasks panel drawer in a supply chain planning work area are now also available from the home page. You can select the Show More link on the home page to display all the available quick actions for which you have access. In addition, there are new work-area-specific preferences that enable you to change your default page layout without having to first launch the work area. These preferences are useful if you have built a content-heavy default page layout that is taking too taking too long to load. In such cases you can change your default page to a different page layout that opens quicker and then edit the content-heavy page layout to make it perform better.
Supply Chain Planning Quick Actions
Access specific tasks more readily by using quick actions made available to you on the home page.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- Quick actions are only visible if you have the applicable privilege to the task. For example, if you have the Manage Planning Sourcing privilege, then you should see the Manage Sourcing Rules task in both the tasks panel drawer in the work area (as was previously available), and as a quick action on the Supply Chain Planning or Order Management (in the case of Global Order Promising) home pages.
- When you close out of a task that was initiated from the Supply Chain Planning home page, you'll be returned to the Supply Chain Planning home page.
Key Resources
- The Access Tasks as Quick Actions on a Home Page readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- View Supply Network Model (MSC_VIEW_SUPPLY_NETWORK_MODEL_PRIV)
- Edit Supply Network Model (MSC_EDIT_SUPPLY_NETWORK_MODEL_PRIV)
- View Planning Analytics Configuration (MSC_VIEW_PLANNING_ANALYTICS_CONFIGURATION_PRIV)
- Edit Planning Analytics Configuration (MSC_EDIT_PLANNING_ANALYTICS_CONFIGURATION_PRIV)
- View Measure Definition (MSC_VIEW_MEASURE_DEFINITION_PRIV)
- Maintain Measure Definition (MSC_MAINTAIN_MEASURE_DEFINITION_PRIV)
- Monitor Demand Management Work Area (MSC_MONITOR_DEMAND_MANAGEMENT_WORK_AREA_PRIV)
- Monitor Plan Inputs Work Area (MSC_MONITOR_PLAN_INPUTS_WORK_AREA_PRIV)
Update Planning Table Measure Data in Batch Mode
You might have instances when a large volume of data in a plan needs to be updated. You can now use a background scheduled process to update the measures in a plan as you continue to use the plan while the process is running. The Planning Tables Data REST API is now enhanced to support a new update mode to invoke the background process instead of updating the data synchronously.
This new asynchronous approach improves your productivity by enabling you to do other tasks in the application while data updates happen in the background. It simplifies application integration by enabling you to easily update large number of cells even at aggregate levels in an automated manner.
Steps to Enable
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.
Tips And Considerations
The batch mode is enabled using a new attribute in the Planning Table Data REST service called Update Mode. In batch mode the POST operation launches a background scheduled process called Update Planning Table Data and returns with a response which contains the ESS Job ID. You can then track the progress of the update based on this ESS Job ID.
Key Resources
- The Enhancements to Planning Table Data REST Service readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
- The Supply Chain Planning section of the REST API for Oracle Supply Chain Management Cloud guide on the Oracle Help Center.
Role Information
There are no new security privileges needed to access this enhancement. Users who currently have access to the Planning Tables Data REST API will automatically be able to use this feature.
Sequence Planning Processes Using Job Sets
Planning processes, such as data collections and plan run, typically occur in sequence, and it’s highly desirable to automate these processes so that they run in sequence one after the other. Oracle Cloud enables the configuration of job sets, a collection of scheduled processes that are run in sequence. With this update, you can configure job sets that contain multiple supply chain planning scheduled processes.
Create job sets for scheduling planning process using the Manage Enterprise Scheduler Job Definitions and Job Sets for Financial, Supply Chain Management, and Related Applications task in the Setup and Maintenance work area. Add sequencing steps, as either serial or parallel, for planning processes in a job set.
Scheduled Processes
Use job sets to enhance your automation of planning technical processes.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- What you can select for the plan type and plans for the Batch Run Plan, Copy Plan, and Release Plan jobs depends on which job role and privileges you have.
- When you submit the collection job set from the Scheduled Processes page, the collection template is a required parameter.
- You can configure scheduling and notifications options for individual planning processes on the Scheduled Processes page in the Schedule Processes work area.
- You can also configure scheduling and notifications options for job sets with multiple planning processes on the Scheduled Processes page in the Schedule Processes work area.
Key Resources
- The Sequence Planning Processes Using Job Sets readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Demand and Supply Planner(ORA_MSC_DEMAND_AND_SUPPLY_PLANNER_JOB)
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
- Order Promising Manager (ORA_MSC_ORDER_PROMISING_MANAGER_JOB)
- Backlog Manager (ORA_MSC_BACKLOG_MANAGER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Monitor Supply Planning Work Area (MSC_MONITOR_SUPPLY_PLANNING_WORK_AREA_PRIV)
- Monitor Demand and Supply Planning Work Area (MSC_MONITOR_DEMAND_AND_SUPPLY_PLANNING_WORK_AREA_PRIV)
- Monitor Demand Management Work Area (MSC_MONITOR_DEMAND_MANAGEMENT_WORK_AREA_PRIV)
- Monitor Sales and Operations Planning Work Area (MSC_MONITOR_SALES_AND_OPERATIONS_PLANNING_WORK_AREA_PRIV)
- Monitor Replenishment Planning Work Area (MSC_MONITOR_REPLENISHMENT_PLANNING_WORK_AREA_PRIV)
- Monitor Order Promising Work Area (MSC_MONITOR_ORDER_PROMISING_WORK_AREA_PRIV)
- Monitor Backlog Management Work Area (MSC_MONITOR_BACKLOG_MANAGEMENT_WORK_AREA_PRIV)
Manage Simulation Changes for Items Using REST Services
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. With this update, you can add, change, or delete items in the context of simulation sets using the child resource Items under the REST API resource Simulation Sets using the REST operation POST, PATCH, or DELETE.
You can use this Items REST service to simplify integrations and support standards-based interoperability with your other applications and external systems.
Steps to Enable
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.
Tips And Considerations
- You can POST new items to a simulation set by specifying InventoryItemID and OrganizationID, or by specifying ItemName and Organization.
Key Resources
- The Manage Simulation Changes for Items Using REST Services readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
- The Supply Chain Planning section of the REST API for Oracle Supply Chain Management Cloud guide on the Oracle Help Center.
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Edit Planning Items (MSC_EDIT_PLANNING_ITEMS_PRIV)
Other Demand Management Changes in This Update
This section includes details about additional changes in this update that can change the way Oracle Demand Management Cloud works.
Maintain Measure Order in Your Tables
Prior to this update, you could use reorder buttons on the Measures tab in the Selector Tool, but sometimes measures got unexpectedly reordered within a table. To eliminate this unexpected reordering, the reorder buttons have been removed from the Measures tab. With this update, you must use the Manage Measures or Reorder Measures actions from View menu on the Layout tab of the Selector Tool, or from the main table toolbar, to change your the order of your measures. Your changes to measure order are part of your layout, and you must save them to make them permanent.
Bug Reference: 30469888
Maintain optimum inventory levels at each node of your supply chain to meet customer service targets at the lowest inventory cost. Use automated processes to maintain inventory policy parameters and improve customer service levels. These automated processes dynamically update the inventory to keep on hand and reduce costs by calculating the economic order quantity for replenishment when appropriate.
After you opt in to the feature named Replenishment Planning, you can use the feature described in this section.
Extract Specific Measure Data from a Planning Table
In some instances, planning data can be a really large set of data that contains thousands of rows and hundreds of columns. You may want to extract only a portion of this data by applying filter criteria. The existing REST API, Planning Table Data, has been enhanced so that you can specify your filter criteria, and avoid having to do additional data manipulation of the extracted data.
You can now seamlessly integrate external applications with Supply Chain Planning Cloud applications by using filters to extract or update just the required set of data in planning tables for a small set of combinations, such as a single product category, or for a specific time period.
Steps to Enable
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.
This REST service is delivered to support the Replenishment Planning feature, which requires opt in. You must opt in to the Replenishment Planning feature in the Supply Chain Planning offering to successfully perform the REST operations described here.
Tips And Considerations
The capability to extract or update a subset of the table data limited to specific combinations is enabled using a new attribute in the Planning Table Data REST service called Filter. The filter can be any ad-hoc list of levels and their values that are part of the planning table data set. These levels don't have to be specified in the pivot table as an explicit filter.
Key Resources
- The Enhancements to Planning Table Data REST Service readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
- The Supply Chain Planning section of the REST API for Oracle Supply Chain Management Cloud guide on the Oracle Help Center.
Role Information
There are no new security privileges needed to access this enhancement. Users who currently have access to the Planning Tables Data REST API will automatically be able to use this feature.
Display Only Measures Meeting the Find Condition When Configuring Tables and Graphs
When the number of measures in a plan is more than a few, it’s imperative to efficiently search for the required measures when configuring tables and graphs. Previously, you could search, but all measures continued to be displayed, and the measures meeting the find condition were highlighted. With this update, only measures meeting the find condition will be listed.
You can use the Find condition to display only a subset of measures in both the Tree view, which displays measures in measure groups, and List view.
Navigation: Create/Configure Table or Graph > Measures Tab > Find
Use the find condition to make the measure selection process easier and configure your tables and graphs more efficiently.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
Tips And Considerations
When you opt in to use this feature, you must opt in to the feature named: Replenishment Planning. Opting in to the Replenishment Planning feature also enables the feature described here. If you previously opted in to the Replenishment Planning feature, then this feature is automatically enabled.
Additional Tips & Considerations:
- You can search based on part of a word, an entire word, or a number.
- Capitalization is ignored.
Key Resources
- The Display Only Measure meeting the Find Condition When Configuring Tables and Graphs readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_OPERATIONS_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
Users who are assigned configured job roles that contain this privilege are able to access this feature:
- Maintain Planning Tables (MSC_MAINTAIN_PLANNING_TABLES_PRIV)
Filter Selections in Individual Graphs
When analyzing planning data, such as trends in a graph, it’s convenient to toggle between various filter choices available to display the graph. For example, you might want to filter for product category when analyzing the plan, and then once you are done analyzing one product category, select another product category. You can now configure graphs to specify the filter criteria that will appear in the graph. When the graph is displayed, you can select the level value of interest from a set of values in a filter bar above the graph.
Configure Graph Layout Tab Filters on Graph
Configure filter criteria for your graphs to improve your planning productivity with more efficient filtering of graphs.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
Tips And Considerations
When you opt in to use this feature, you must opt in to the feature named: Replenishment Planning. Opting in to the Replenishment Planning feature also enables the feature described here. If you previously opted in to the Replenishment Planning feature, then this feature is automatically enabled.
Additional Tips & Considerations:
- Hierarchies available in the Layout tab are those selected on the Hierarchies tab.
- The hierarchies and levels selected on the Hierarchies tab can be selected for the X-Axis, Y-Axis, and Filters options.
- Selections in the Filters panel appear as filters above the graph when displayed.
- You can select one or more levels of a hierarchy as filters if that hierarchy is also selected for the X-axis or Y-axis.
- However you can't select all the levels of a hierarchy as filters if that hierarchy is also selected for the X-axis or Y-axis.
- Filters for graphs are similar to filters for tables, but they can't be dragged to the graph.
- Levels in the filter above the graph can't be dragged and dropped onto the X-axis or Y-axis.
Key Resources
- The Filter Selections in Individual Graphs readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_OPERATIONS_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
Users who are assigned configured job roles that contain this privilege are able to access this feature:
- Maintain Planning Tables (MSC_MAINTAIN_PLANNING_TABLES_PRIV)
Publish Plan Data to a File with a Unique Name
Oracle Cloud Supply Chain Planning enables you to publish the data in a plan into a file in the Oracle Universal Content Manager. The capability was previously available but was enhanced in this update to provide the option to generate a unique file name.
Generate files with unique names to enhance your technical processes related to integration and ensure that the file being processed for integration with other systems is the intended file.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
Tips And Considerations
When you opt in to use this feature, you must opt in to the feature named: Replenishment Planning. Opting in to the Replenishment Planning feature also enables the feature described here. If you previously opted in to the Replenishment Planning feature, then this feature is automatically enabled.
Key Resources
The Publish Plan Data to a File with a Unique Name readiness training available on Oracle Cloud Readiness for Supply Chain Planning
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
- Demand and Supply Planner (ORA_MSC_DEMAND_AND_SUPPLY_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Publish Plan Data (MSC_PUBLISH_PLAN_DATA_PRIV)
Access Tasks As Quick Actions on a Home Page
With this update, specific tasks are more immediately available as quick actions on the home page, so you don’t have to first navigate to the supply chain planning work area to take an action.
Several tasks that previously were only accessible using the tasks panel drawer in a supply chain planning work area are now also available from the home page. You can select the Show More link on the home page to display all the available quick actions for which you have access. In addition, there are new work-area-specific preferences that enable you to change your default page layout without having to first launch the work area. These preferences are useful if you have built a content-heavy default page layout that is taking too taking too long to load. In such cases you can change your default page to a different page layout that opens quicker and then edit the content-heavy page layout to make it perform better.
Supply Chain Planning Quick Actions
Access specific tasks more readily by using quick actions made available to you on the home page.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
Tips And Considerations
- When you opt in to use this feature, you must opt in to the feature named: Replenishment Planning. Opting in to the Replenishment Planning feature also enables the feature described here. If you previously opted in to the Replenishment Planning feature, then this feature is automatically enabled.
- Quick actions are only visible if you have the applicable privilege to the task. For example, if you have the Manage Planning Sourcing privilege, then you should see the Manage Sourcing Rules task in both the tasks panel drawer in the work area (as was previously available), and as a quick action on the Supply Chain Planning or Order Management (in the case of Global Order Promising) home pages.
- When you close out of a task that was initiated from the Supply Chain Planning home page, you'll be returned to the Supply Chain Planning home page.
Key Resources
- The Access Tasks as Quick Actions on a Home Page readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Manage Segments (MSC_MANAGE_SEGMENTS_PRIV)
- View Supply Network Model (MSC_VIEW_SUPPLY_NETWORK_MODEL_PRIV)
- Edit Supply Network Model (MSC_EDIT_SUPPLY_NETWORK_MODEL_PRIV)
- Manage Planning Sourcing Assignment (MSP_MANAGE_PLANNING_SOURCING_ASSIGNEMENT_PRIV)
- View Planning Sourcing Rule (MSP_VIEW_PLANNING_SOURCING_RULE_PRIV)
- Manage Planning Sourcing (MSP_MANAGE_PLANNING_SOURCING_PRIV)
- Administer Planning Security (MSC_ADMINISTER_PLANNING_SECURITY_PRIV)
- View Planning Analytics Configuration (MSC_VIEW_PLANNING_ANALYTICS_CONFIGURATION_PRIV)
- Edit Planning Analytics Configuration (MSC_EDIT_PLANNING_ANALYTICS_CONFIGURATION_PRIV)
- View Measure Definition (MSC_VIEW_MEASURE_DEFINITION_PRIV)
- Maintain Measure Definition (MSC_MAINTAIN_MEASURE_DEFINITION_PRIV)
- Monitor Plan Inputs Work Area (MSC_MONITOR_PLAN_INPUTS_WORK_AREA_PRIV)
Update Planning Table Measure Data in Batch Mode
You might have instances when a large volume of data in a plan needs to be updated. You can now use a background scheduled process to update the measures in a plan as you continue to use the plan while the process is running. The Planning Tables Data REST API is now enhanced to support a new update mode to invoke the background process instead of updating the data synchronously.
This new asynchronous approach improves your productivity by enabling you to do other tasks in the application while data updates happen in the background. It simplifies application integration by enabling you to easily update large number of cells even at aggregate levels in an automated manner.
Steps to Enable
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.
This REST service is delivered to support the Replenishment Planning feature, which requires opt in. You must opt in to the Replenishment Planning feature in the Supply Chain Planning offering to successfully perform the REST operations described here.
Tips And Considerations
The capability to extract or update a subset of the table data limited to specific combinations is enabled using a new attribute in the Planning Table Data REST service called Filter. The filter can be any ad-hoc list of levels and their values that are part of the planning table data set. These levels don't have to be specified in the pivot table as an explicit filter.
Key Resources
- The Enhancements to Planning Table Data REST Service readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
- The Supply Chain Planning section of the REST API for Oracle Supply Chain Management Cloud guide on the Oracle Help Center.
Role Information
There are no new security privileges needed to access this enhancement. Users who currently have access to the Planning Tables Data REST API will automatically be able to use this feature.
Sequence Planning Processes Using Job Sets
Planning processes, such as data collections and plan run, typically occur in sequence, and it’s highly desirable to automate these processes so that they run in sequence one after the other. Oracle Cloud enables the configuration of job sets, a collection of scheduled processes that are run in sequence. With this update, you can configure job sets that contain multiple supply chain planning scheduled processes.
Create job sets for scheduling planning process using the Manage Enterprise Scheduler Job Definitions and Job Sets for Financial, Supply Chain Management, and Related Applications task in the Setup and Maintenance work area. Add sequencing steps, as either serial or parallel, for planning processes in a job set.
Scheduled Processes
Use job sets to enhance your automation of planning technical processes.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
Tips And Considerations
- When you opt in to use this feature, you must opt in to the feature named: Replenishment Planning. Opting in to the Replenishment Planning feature also enables the feature described here. If you previously opted in to the Replenishment Planning feature, then this feature is automatically enabled.
- What you can select for the plan type and plans for the Batch Run Plan, Copy Plan, and Release Plan jobs depends on which job role and privileges you have.
- When you submit the collection job set from the Scheduled Processes page, the collection template is a required parameter.
- You can configure scheduling and notifications options for individual planning processes on the Scheduled Processes page in the Schedule Processes work area.
- You can also configure scheduling and notifications options for job sets with multiple planning processes on the Scheduled Processes page in the Schedule Processes work area.
Key Resources
- The Sequence Planning Processes Using Job Sets readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Demand and Supply Planner(ORA_MSC_DEMAND_AND_SUPPLY_PLANNER_JOB)
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
- Order Promising Manager (ORA_MSC_ORDER_PROMISING_MANAGER_JOB)
- Backlog Manager (ORA_MSC_BACKLOG_MANAGER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Monitor Supply Planning Work Area (MSC_MONITOR_SUPPLY_PLANNING_WORK_AREA_PRIV)
- Monitor Demand and Supply Planning Work Area (MSC_MONITOR_DEMAND_AND_SUPPLY_PLANNING_WORK_AREA_PRIV)
- Monitor Demand Management Work Area (MSC_MONITOR_DEMAND_MANAGEMENT_WORK_AREA_PRIV)
- Monitor Sales and Operations Planning Work Area (MSC_MONITOR_SALES_AND_OPERATIONS_PLANNING_WORK_AREA_PRIV)
- Monitor Replenishment Planning Work Area (MSC_MONITOR_REPLENISHMENT_PLANNING_WORK_AREA_PRIV)
- Monitor Order Promising Work Area (MSC_MONITOR_ORDER_PROMISING_WORK_AREA_PRIV)
- Monitor Backlog Management Work Area (MSC_MONITOR_BACKLOG_MANAGEMENT_WORK_AREA_PRIV)
Extract Item Location Policy Overrides Using a REST Service
You can use technologies such as file-based data import (FBDI) or REST services to integrate replenishment planning with other enterprise applications. This update provides a new child REST service, Item Location Level Policy Overrides, to enhance REST service-based integration for synchronizing item location level policy overrides from replenishment planning to the enterprise system. This child resource is delivered under the parent Replenishment Policy Assignment Sets REST resource.
You can use the Item Location Level Policy Overrides REST service to retrieve inventory policy overrides specified at the item location level.
Steps to Enable
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.
These REST services are delivered to support the Replenishment Planning feature, which requires opt-in. You must opt-in to the Replenishment Planning feature in the Supply Chain Planning offering to successfully perform the REST operation described here.
Key Resources
- Watch Replenishment Planning Enhancements Readiness Training
- The Supply Chain Planning section of the REST API for Oracle Supply Chain Management Cloud guide on the Oracle Help Center.
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned to this predefined job role are automatically able to access this feature:
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
Users who are assigned configured job roles that contain this privilege are able to access this feature:
- Run Plan with Snapshot (MSC_RUN_PLAN_WITH_SNAPSHOT_PRIV)
Manage Simulation Changes for Items Using REST Services
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. With this update, you can add, change, or delete items in the context of simulation sets using the child resource Items under the REST API resource Simulation Sets using the REST operation POST, PATCH, or DELETE.
You can use this Items REST service to simplify integrations and support standards-based interoperability with your other applications and external systems.
Steps to Enable
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.
These REST services are delivered to support the Replenishment Planning feature, which requires opt in. You must opt in to the Replenishment Planning feature in the Supply Chain Planning offering to successfully perform the REST operations described here.
Tips And Considerations
- You can POST new items to a simulation set by specifying InventoryItemID and OrganizationID, or by specifying ItemName and Organization.
Key Resources
- The Manage Simulation Changes for Items Using REST Services readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
- The Supply Chain Planning section of the REST API for Oracle Supply Chain Management Cloud guide on the Oracle Help Center.
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Edit Planning Items (MSC_EDIT_PLANNING_ITEMS_PRIV)
Extract Collected Data and Manage Simulation Changes for Demands and Supplies Using REST Services
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 APIs to enable integrations with other applications. With this update, you can retrieve data for supplies or demands that have been collected or are in a simulation set using the child REST resources Planning Supplies or Planning Demands under the Plan Inputs resource or the Simulation Sets resource. Additionally, you can use the POST, PATCH, and DELETE REST operations to add, change, or delete supplies or demands in the context of a simulation set.
You can use this Planning Supplies or Planning Demands REST service to simplify integrations and support standards-based interoperability with your other applications and external systems.
Steps to Enable
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.
These REST services are delivered to support the Replenishment Planning feature, which requires opt in. You must opt in to the Replenishment Planning feature in the Supply Chain Planning offering to successfully perform the REST operations described here.
Tips And Considerations
- The Planning Supplies and Planning Demands POST action provides functional parity to the Create Order dialog in the Supplies and Demands UI. Only the order types and attributes that can be specified in the Create Order dialog in a simulation set can be included in the POST payload.
- The Planning Supplies and Planning Demands PATCH action provides functional parity to the changes that can be made in a simulation set. If the attribute is not editable using the Supplies and Demands UI, then the attribute won't be editable using REST services.
Key Resources
The Extract Collected Data and Manage Simulation Changes for Demands and Supplies Using REST Services readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
The Supply Chain Planning section of the REST API for Oracle Supply Chain Management Cloud guide on the Oracle Help Center.
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Sales and Operations Planning (ORA_MSC_SALES_AND_OPERATIONS_PLANNER)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
- Backlog Manager (ORA_MSC_BACKLOG_MANAGER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- View Planning Demands and Supplies (MSC_VIEW_PLANNING_DEMANDS_AND_SUPPLIES_PRIV)
- Edit Planning Demands and Supplies (MSC_EDIT_PLANNING_DEMANDS_AND_SUPPLIES_PRIV)
Other Replenishment Planning Changes in This Update
This section includes details about additional changes in this update that can change the way Oracle Replenishment Planning Cloud works.
Maintain Measure Order in Your Tables
Prior to this update, you could use reorder buttons on the Measures tab in the Selector Tool, but sometimes measures got unexpectedly reordered within a table. To eliminate this unexpected reordering, the reorder buttons have been removed from the Measures tab. With this update, you must use the Manage Measures or Reorder Measures actions from View menu on the Layout tab of the Selector Tool, or from the main table toolbar, to change your the order of your measures. Your changes to measure order are part of your layout, and you must save them to make them permanent.
Bug Reference: 30469888
Extract Specific Measure Data from a Planning Table
In some instances, planning data can be a really large set of data that contains thousands of rows and hundreds of columns. You may want to extract or update only a portion of this data by applying filter criteria. The existing REST API, Planning Table Data, has been enhanced so that you can specify your filter criteria and avoid having to do additional data manipulation of the extracted data.
You can now seamlessly integrate external applications with Supply Chain Planning Cloud applications by using filters to extract or update just the required set of data in planning tables for a small set of combinations, such as a single product category, or for a specific time period.
Steps to Enable
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.
Tips And Considerations
The capability to extract or update a subset of the table data limited to specific combinations is enabled using a new attribute in the Planning Table Data REST service called Filter. The filter can be any ad-hoc list of levels and their values that are part of the planning table data set. These levels don't have to be specified in the pivot table as an explicit filter.
Key Resources
- Watch Enhancements to Planning Table Data REST Services Readiness Training
- The Supply Chain Planning section of the REST API for Oracle Supply Chain Management Cloud guide on the Oracle Help Center.
Role Information
There are no new security privileges needed to access this enhancement. Users who currently have access to the Planning Tables Data REST API will automatically be able to use this feature.
Plan Items with Safety Stock Targets Even If There Is No Demand
In instances where there are no forecasts or actual demand yet, but the risk of not fulfilling any intermittent demand is too great, it’s prudent to plan for safety stock. You can now use the safety stock planning method safety stock quantity to plan safety stock for these instances. Oracle Cloud Supply Planning now plans for safety stock even if there is no actual demand, ensuring that there is stock on hand to support any unexpected demand that may occur.
Use this capability to minimize the risk of stockout in the event of unexpected demand:
- Improves order fill rate.
- Decreases lost sales by satisfying demand on time.
Steps to Enable
- In the Product Information Management work area, use the Manage Items task to set the Safety Stock Planning Method item organization attribute to the Safety Stock Quantity value.
- In the Supply Planning work area, Safety Stock tab for the plan options for your plan, set the options to one of the following:
- Set the Safety Stock Planning Method field to the User-specified values for all items value.
- Set the Safety Stock Planning Method field to the Statistical for end items, user-specified for all others value, and select the Apply the override quantities for safety stock option.
- Set the Safety Stock Planning Method field to the Statistical safety stock for end items, none for all others value, and select the Apply the override quantities for safety stock option.
- In the Supply Planning work area, Scope tab for the plan options for your plan, Supply Planned Item section, select the Include items with only safety stock as demand option.
Tips And Considerations
Consider the following when you plan to include items with safety stock targets even if there is no demand:
- The risk of not fulfilling any intermittent demand for items with no forecasts or actual demand versus the cost of carrying additional inventory as safety stock.
Key Resources
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Edit Plan Options (MSC_EDIT_PLAN_OPTIONS_PRIV)
- Edit Plans (MSC_EDIT_PLANS_PRIV)
Display Only Measures Meeting the Find Condition When Configuring Tables and Graphs
When the number of measures in a plan is more than a few, it’s imperative to efficiently search for the required measures when configuring tables and graphs. Previously, you could search, but all measures continued to be displayed, and the measures meeting the find condition were highlighted. With this update, only measures meeting the find condition will be listed.
You can use the Find condition to display only a subset of measures in both the Tree view, which displays measures in measure groups, and List view.
Navigation: Create/Configure Table or Graph > Measures Tab > Find
Use the find condition to make the measure selection process easier and configure your tables and graphs more efficiently.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- You can search based on part of a word, an entire word, or a number
- Capitalization is ignored
Key Resources
- The Display Only Measure meeting the Find Condition When Configuring Tables and Graphs readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_OPERATIONS_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
Users who are assigned configured job roles that contain this privilege are able to access this feature:
- Maintain Planning Tables (MSC_MAINTAIN_PLANNING_TABLES_PRIV)
Filter Selections in Individual Graphs
When analyzing planning data, such as trends in a graph, it’s convenient to toggle between various filter choices available to display the graph. For example, you might want to filter for product category when analyzing the plan, and then once you are done analyzing one product category, select another product category. You can now configure graphs to specify the filter criteria that will appear in the graph. When the graph is displayed, you can select the level value of interest from a set of values in a filter bar above the graph.
Configure Graph Layout Tab Filters on Graph
Configure filter criteria for your graphs to improve your planning productivity with more efficient filtering of graphs.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- Hierarchies available in the Layout tab are those selected on the Hierarchies tab.
- The hierarchies and levels selected on the Hierarchies tab can be selected for the X-Axis, Y-Axis, and Filters options.
- Selections in the Filters panel appear as filters above the graph when displayed.
- You can select one or more levels of a hierarchy as filters if that hierarchy is also selected for the X-axis or Y-axis.
- However you can't select all the levels of a hierarchy as filters if that hierarchy is also selected for the X-axis or Y-axis.
- Filters for graphs are similar to filters for tables, but they can't be dragged to the graph.
- Levels in the filter above the graph can't be dragged and dropped onto the X-axis or Y-axis.
Key Resources
- The Filter Selections in Individual Graphs readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_OPERATIONS_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
Users who are assigned configured job roles that contain this privilege are able to access this feature:
- Maintain Planning Tables (MSC_MAINTAIN_PLANNING_TABLES_PRIV)
Publish Plan Data to a File with a Unique Name
Oracle Cloud Supply Chain Planning enables you to publish the data in a plan into a file in the Oracle Universal Content Manager. The capability was previously available but was enhanced in this update to provide the option to generate a unique file name.
Generate files with unique names to enhance your technical processes related to integration and ensure that the file being processed for integration with other systems is the intended file.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
The Publish Plan Data to a File with a Unique Name readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
- Demand and Supply Planner (ORA_MSC_DEMAND_AND_SUPPLY_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Publish Plan Data (MSC_PUBLISH_PLAN_DATA_PRIV)
Manage Simulation Changes for Items Using REST Services
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. With this update, you can add, change, or delete items in the context of simulation sets using the child resource Items under the REST API resource Simulation Sets using the REST operation POST, PATCH, or DELETE.
You can use this Items REST service to simplify integrations and support standards-based interoperability with your other applications and external systems.
Steps to Enable
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.
Tips And Considerations
- You can POST new items to a simulation set by specifying InventoryItemID and OrganizationID, or by specifying ItemName and Organization.
Key Resources
- Watch Managing Simulation Set Changes for Items Using REST Services Readiness Training
- The Supply Chain Planning section of the REST API for Oracle Supply Chain Management Cloud guide on the Oracle Help Center.
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Edit Planning Items (MSC_EDIT_PLANNING_ITEMS_PRIV)
Extract Collected Data and Manage Simulation Changes for Demands and Supplies Using REST Services
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 APIs to enable integrations with other applications. With this update, you can retrieve data for supplies or demands that have been collected or are in a simulation set using the child REST resources Planning Supplies or Planning Demands under the Plan Inputs resource or the Simulation Sets resource. Additionally, you can use the POST, PATCH, and DELETE REST operations to add, change, or delete supplies or demands in the context of a simulation set.
You can use this Planning Supplies or Planning Demands REST service to simplify integrations and support standards-based interoperability with your other applications and external systems.
Steps to Enable
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.
Tips And Considerations
- The Planning Supplies and Planning Demands POST action provides functional parity to the Create Order dialog in the Supplies and Demands UI. Only the order types and attributes that can be specified in the Create Order dialog in a simulation set can be included in the POST payload.
-
The Planning Supplies and Planning Demands PATCH action provides functional parity to the changes that can be made in a simulation set. If the attribute is not editable using the Supplies and Demands UI, then the attribute won't be editable using REST services.
Key Resources
The Extract Collected Data and Manage Simulation Changes for Demands and Supplies Using REST Services readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
The Supply Chain Planning section of the REST API for Oracle Supply Chain Management Cloud guide on the Oracle Help Center.
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Sales and Operations Planning (ORA_MSC_SALES_AND_OPERATIONS_PLANNER)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
- Backlog Manager (ORA_MSC_BACKLOG_MANAGER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- View Planning Demands and Supplies (MSC_VIEW_PLANNING_DEMANDS_AND_SUPPLIES_PRIV)
- Edit Planning Demands and Supplies (MSC_EDIT_PLANNING_DEMANDS_AND_SUPPLIES_PRIV)
Access Tasks As Quick Actions on a Home Page
With this update, specific tasks are more immediately available as quick actions on the home page, so you don’t have to first navigate to the supply chain planning work area to take an action.
Several tasks that previously were only accessible using the tasks panel drawer in a supply chain planning work area are now also available from the home page. You can select the show more link on the home page to display all the available quick actions for which you have access. In addition, there are new work-area-specific preferences that enable you to change your default page layout without having to first launch the work area. These preferences are useful if you have built a content-heavy default page layout that is taking too taking too long to load. In such cases you can change your default page to a different page layout that opens quicker and then edit the content-heavy page layout to make it perform better.

Supply Chain Planning Quick Actions
Watch a Demo
Access specific tasks more readily by using quick actions made available to you on the home page.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- Quick actions are only visible if you have the applicable privilege to the task. For example, if you have the Manage Planning Sourcing privilege, then you should see the Manage Sourcing Rules task in both the tasks panel drawer in the work area (as was previously available), and as a quick action on the Supply Chain Planning or Order Management (in the case of Global Order Promising) home pages.
- When you close out of a task that was initiated from the Supply Chain Planning home page, you will be returned to the Supply Chain Planning home page.
Key Resources
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- View Supply Network Model (MSC_VIEW_SUPPLY_NETWORK_MODEL_PRIV)
- Edit Supply Network Model (MSC_EDIT_SUPPLY_NETWORK_MODEL_PRIV)
- Manage Planning Sourcing Assignment (MSP_MANAGE_PLANNING_SOURCING_ASSIGNEMENT_PRIV)
- View Planning Sourcing Rule (MSP_VIEW_PLANNING_SOURCING_RULE_PRIV)
- Manage Planning Sourcing (MSP_MANAGE_PLANNING_SOURCING_PRIV)
- Administer Planning Security (MSC_ADMINISTER_PLANNING_SECURITY_PRIV)
- View Planning Analytics Configuration (MSC_VIEW_PLANNING_ANALYTICS_CONFIGURATION_PRIV)
- Edit Planning Analytics Configuration (MSC_EDIT_PLANNING_ANALYTICS_CONFIGURATION_PRIV)
- View Measure Definition (MSC_VIEW_MEASURE_DEFINITION_PRIV)
- Maintain Measure Definition (MSC_MAINTAIN_MEASURE_DEFINITION_PRIV)
- Monitor Plan Inputs Work Area (MSC_MONITOR_PLAN_INPUTS_WORK_AREA_PRIV)
- Monitor Supply Planning Work Area (MSC_MONITOR_SUPPLY_PLANNING_WORK_AREA_PRIV)
- Monitor Demand and Supply Planning Work Area (MSC_MONITOR_DEMAND_AND_SUPPLY_PLANNING_WORK_AREA_PRIV)
- Monitor Planning Central Work Area (MSC_MONITOR_PLANNING_CENTRAL_WORK_AREA_PRIV)
Manage Simulation Set Changes for Resources Using REST Services
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. With this update, you can add, change, or delete resources in the context of simulation sets using the child resource Resources under the REST API resource Simulation Sets using the REST operation POST, PATCH, or DELETE.
You can use this Resources REST service to simplify integrations and support standards-based interoperability with your other applications and external systems
Steps to Enable
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.
Tips And Considerations
- The resource must exist in Plan inputs before the resource can be added to the simulation set using the POST action.
- This REST service does not support creating a brand new resource in the simulation set. To create a brand new resource, you must use the Resources UI.
- Only the attributes that are editable in the UI are editable using the POST or PATCH action.
Key Resources
- Watch Managing Simulation Set Changes for Resources Using REST Services Readiness Training
- The Supply Chain Planning section of the REST API for Oracle Supply Chain Management Cloud guide on the Oracle Help Center.
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Edit Planning Resources (MSC_EDIT_PLANNING_RESOURCES_PRIV)
Update Planning Table Measure Data in Batch Mode
You might have instances when a large volume of data in a plan needs to be updated. You can now use a background scheduled process to update the measures in a plan as you continue to use the plan while the process is running. The Planning Tables Data REST API is now enhanced to support a new update mode to invoke the background process instead of updating the data synchronously.
This new asynchronous approach improves your productivity by enabling you to do other tasks in the application while data updates happen in the background. It simplifies application integration by enabling you to easily update large number of cells even at aggregate levels in an automated manner.
Steps to Enable
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.
Tips And Considerations
The batch mode is enabled using a new attribute in the Planning Table Data REST service called Update Mode. In batch mode the POST operation launches a background scheduled process called Update Planning Table Data and returns with a response which contains the ESS Job ID. You can then track the progress of the update based on this ESS Job ID.
Key Resources
- Watch Enhancements to Planning Table Data REST Services Readiness Training
- The Supply Chain Planning section of the REST API for Oracle Supply Chain Management Cloud guide on the Oracle Help Center.
Role Information
There are no new security privileges needed to access this enhancement. Users who currently have access to the Planning Tables Data REST API will automatically be able to use this feature.
Sequence Planning Processes Using Job Sets
Planning processes, such as data collections and plan run, typically occur in sequence, and it’s highly desirable to automate these processes so that they run in sequence one after the other. Oracle Cloud enables the configuration of job sets, a collection of scheduled processes that are run in sequence. With this update, you can configure job sets that contain multiple supply chain planning scheduled processes.
Create job sets for scheduling planning process using the Manage Enterprise Scheduler Job Definitions and Job Sets for Financial, Supply Chain Management, and Related Applications task in the Setup and Maintenance work area. Add sequencing steps, as either serial or parallel, for planning processes in a job set.

Scheduled Processes
Watch a Demo
Use job sets to enhance your automation of planning technical processes.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- What you can select for the plan type and plans for the Batch Run Plan, Copy Plan, and Release Plan jobs depends on which job role and privileges you have.
- When you submit the collection job set from the Scheduled Processes page, the collection template is a required parameter.
- You can configure scheduling and notifications options for individual planning processes on the Scheduled Processes page in the Schedule Processes work area.
- You can also configure scheduling and notifications options for job sets with multiple planning processes on the Scheduled Processes page in the Schedule Processes work area.
Key Resources
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Demand and Supply Planner(ORA_MSC_DEMAND_AND_SUPPLY_PLANNER_JOB)
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
- Order Promising Manager (ORA_MSC_ORDER_PROMISING_MANAGER_JOB)
- Backlog Manager (ORA_MSC_BACKLOG_MANAGER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Monitor Supply Planning Work Area (MSC_MONITOR_SUPPLY_PLANNING_WORK_AREA_PRIV)
- Monitor Demand and Supply Planning Work Area (MSC_MONITOR_DEMAND_AND_SUPPLY_PLANNING_WORK_AREA_PRIV)
- Monitor Demand Management Work Area (MSC_MONITOR_DEMAND_MANAGEMENT_WORK_AREA_PRIV)
- Monitor Sales and Operations Planning Work Area (MSC_MONITOR_SALES_AND_OPERATIONS_PLANNING_WORK_AREA_PRIV)
- Monitor Replenishment Planning Work Area (MSC_MONITOR_REPLENISHMENT_PLANNING_WORK_AREA_PRIV)
- Monitor Order Promising Work Area (MSC_MONITOR_ORDER_PROMISING_WORK_AREA_PRIV)
- Monitor Backlog Management Work Area (MSC_MONITOR_BACKLOG_MANAGEMENT_WORK_AREA_PRIV)
Other Supply Planning Changes in This Update
This section includes details about additional changes in this update that can change the way Oracle Supply Planning Cloud works.
No Effective Date Conversion During Safety Stock Data Upload
Prior to update 21A, when you uploaded safety stock using file-based data import (FBDI) and the Supply Chain Planning Safety Stock Levels template (ScpSafetyStockLevelImportTemplate.xlsm), the Effective Date column was interpreted as the date based on the source system time zone and was converted to the Oracle Fusion system time zone during upload. After the 21A update, this behavior is modified to assume that the effective date is already in the organization's local time zone. This change makes it consistent with how dates are interpreted for all other supply and demand orders. After the 21A update, if safety stock is collected or uploaded from an external system in net change mode, inconsistencies could result. Therefore, the first time you upload safety stock data after the 21A update, it’s strongly recommended that you upload safety stock data in targeted mode. After the first time you upload safety stock data, you can then proceed with uploading data in either collection mode.
Bug reference: 31655660
Maintain Measure Order in Your Tables
Prior to this update, you could use reorder buttons on the Measures tab in the Selector Tool, but sometimes measures got unexpectedly reordered within a table. To eliminate this unexpected reordering, the reorder buttons have been removed from the Measures tab. With this update, you must use the Manage Measures or Reorder Measures actions from View menu on the Layout tab of the Selector Tool, or from the main table toolbar, to change your the order of your measures. Your changes to measure order are part of your layout, and you must save them to make them permanent.
Bug Reference: 30469888
Project-Driven Supply Chain is an end-to-end, integrated solution across the Oracle Supply Chain Management and Project Management Cloud applications. This solution is designed to support various business processes of manufacturing and asset-intensive companies.
You can use the Project-Driven Supply Chain solution to manage your supply chain processes in the context of projects without creating separate organizations for each project. You can also capture supply chain costs as project expenditures.
After you opt in to the feature named Project-Driven Supply Chain, you can use the feature described in this section.
Analyze End Demands by Project Using Oracle Transactional Business Intelligence
When you are in a project-driven supply chain environment, you may have various business rules regarding how supply is pegged to demand. In a scenario where you allow the plan to share supplies across tasks or projects, you may have situations where the demand for a particular project or task is pegged to excess in another project or task. With this update, you can create an Oracle Transactional Business Intelligence (OTBI) report that enables you to analyze the project group, project, and task of the end demand and all the available attributes of the supply at any level including the project group, project, and task.

Watch a Demo
You can create an OTBI report to understand how project supplies in the supply chain are pegged to end item demand projects, and to readily verify that the planned project-specific supplies pegged to end item demands have consistent project and task values.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
Enable the Plan Project-Specific Supply feature as follows:
- If your enterprise doesn’t use Oracle Supply Chain Execution Cloud:
- In the Offerings work area, select the Supply Chain Planning offering. Click Opt In Features.
- On the Opt In: Supply Chain Planning page, click the Features icon for the Supply Chain Planning offering.
- Enable the Project-Driven Supply Chain feature, and then enable the Plan Project-Specific Supply feature.
- If your enterprise uses Oracle Supply Chain Execution Cloud and has already opted in to the Project-Driven Supply Chain feature:
- In the Offerings work area, select either the Manufacturing and Supply Chain Materials Management offering or the Supply Chain Planning offering. Click Opt In Features.
- On the Opt In page, click the Features icon for the offering.
- Enable the Plan Project-Specific Supply feature.
- If your enterprise uses Oracle Supply Chain Execution Cloud and hasn't already opted in to the Project-Driven Supply Chain feature:
- In the Offerings work area, select either the Manufacturing and Supply Chain Materials Management offering or the Supply Chain Planning offering. Click Opt In Features.
- On the Opt In page, click the Features icon for the offering.
- Enable the Project-Driven Supply Chain feature, and then enable the Plan Project-Specific Supply feature.
- Perform the required setup for the Project-Driven Supply Chain feature. For details, refer to the Project-Driven Supply Chain chapter in the Implementing Manufacturing and Supply Chain Materials Management guide on the Oracle Help Center.
After opt in is enabled, perform these steps to begin using Oracle Transactional Business Intelligence to analyze end demands by project.
- Set up reporting hierarchies by configuring the Product and Time hierarchies in the dimension catalog named Reporting Catalog.
- Select the Enable for OTBI reporting option in the plan options for your plan of type Supply Plan or Demand and Supply Plan.
- Assign a project-based netting rule to the plan.
- Run the plan.
Tips And Considerations
The Analyze End Demands by Project Using Oracle Transactional Business Intelligence feature is applicable to the unconstrained supply planning mode of supply plans in both the Supply Planning work area and the Demand and Supply Planning work area.
Key Resources
- Watch Analyze End Demands by Project Using Oracle Transactional Business Intelligence Readiness Training
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Demand and Supply Planner (ORA_MSC_DEMAND_AND_SUPPLY_PLANNER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Monitor Supply Planning Work Area (MSC_MONITOR_SUPPLY_PLANNING_WORK_AREA_PRIV)
- Monitor Demand and Supply Planning Work Area (MSC_MONITOR_DEMAND_AND_SUPPLY_PLANNING_WORK_AREA_PRIV)
Create and run supply plans that consider material and capacity constraints. Focus on meeting demand on time by evaluating all possible alternatives, such as using different sources, substitute components, or alternative work definitions.
After you opt in to the feature named Constraint-Based Planning, you can use the feature described in this section.
Plan Considering On-Hand Lot Expiration Dates
In a variety of industries, such as consumer packaged goods or life sciences, supplies may have expiration dates captured on the supply lot. With this update, plans run in a constrained plan mode ensure that the supply pegged to demand won’t expire before the due date of the demand.
This feature ensures that your plans honor constraints related to expiration dates in supply demand pegging.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
Tips And Considerations
When you opt in to use this feature, you must opt in to the feature named: Constraint-Based Planning. Opting in to the Constraint-Based Planning feature also enables the feature described here. If you previously opted in to the Constraint-Based Planning feature, then this feature is automatically enabled.
Key Resources
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned the following job role are automatically able to access this feature:
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
Users who are assigned configured job roles that contain following privilege are able to access this feature:
- Monitor Supply Planning Work Area (MSC_MONITOR_SUPPLY_PLANNING_WORK_AREA_PRIV)
- View Demands and Supplies (MSC_VIEW_DEMANDS_AND_SUPPLIES_PRIV)
Reschedule your order backlog by prioritizing orders based on flexible demand priority rules. You can simulate the effect of different rules to find the best combination of scheduled dates and sources based upon the latest supply information, and release the updated orders to order management systems for execution.
After you opt in to the feature named Order Backlog Management, you can use the features described in this section.
Access Tasks As Quick Actions on a Home Page
With this update, specific tasks are more immediately available as quick actions on the home page, so you don’t have to first navigate to the supply chain planning work area to take an action.
Several tasks that previously were only accessible using the tasks panel drawer in a supply chain planning work area are now also available from the home page. You can select the Show More link on the home page to display all the available quick actions for which you have access. In addition, there are new work-area-specific preferences that enable you to change your default page layout without having to first launch the work area. These preferences are useful if you have built a content-heavy default page layout that is taking too taking too long to load. In such cases you can change your default page to a different page layout that opens quicker and then edit the content-heavy page layout to make it perform better.
Supply Chain Planning Quick Actions
Access specific tasks more readily by using quick actions made available to you on the home page.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
Tips And Considerations
- When you opt in to use this feature, you must opt in to the feature named: Order Backlog Management. Opting in to the Order Backlog Management feature also enables the feature described here. If you previously opted in to the Order Backlog Management feature, then this feature is automatically enabled.
- Quick actions are only visible if you have the applicable privilege to the task. For example, if you have the Manage Planning Sourcing privilege, then you should see the Manage Sourcing Rules task in both the tasks panel drawer in the work area (as was previously available), and as a quick action on the Supply Chain Planning or Order Management (in the case of Global Order Promising) home pages.
- When you close out of a task that was initiated from the Supply Chain Planning home page, you'll be returned to the Supply Chain Planning home page.
Key Resources
- The Access Tasks as Quick Actions on a Home Page readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Backlog Manager (ORA_MSC_BACKLOG_MANAGER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Create Backlog Plan (MSC_CREATE_BACKLOG_PLAN_PRIV)
- View Demand Priority Rules (MSC_VIEW_DEMAND_PRIORITY_RULES_PRIV)
- Edit Demand Priority Rules (MSC_EDIT_DEMAND_PRIORITY_RULES_PRIV)
- View Supply Network Model (MSC_VIEW_SUPPLY_NETWORK_MODEL_PRIV)
- Edit Supply Network Model (MSC_EDIT_SUPPLY_NETWORK_MODEL_PRIV)
- Manage Planning Sourcing Assignment (MSP_MANAGE_PLANNING_SOURCING_ASSIGNEMENT_PRIV)
- View Planning Sourcing Rule (MSP_VIEW_PLANNING_SOURCING_RULE_PRIV)
- Manage Planning Sourcing (MSP_MANAGE_PLANNING_SOURCING_PRIV)
- Administer Planning Security (MSC_ADMINISTER_PLANNING_SECURITY_PRIV)
- Monitor Plan Inputs Work Area (MSC_MONITOR_PLAN_INPUTS_WORK_AREA_PRIV)
Sequence Planning Processes Using Job Sets
Planning processes, such as data collections and plan run, typically occur in sequence, and it’s highly desirable to automate these processes so that they run in sequence one after the other. Oracle Cloud enables the configuration of job sets, a collection of scheduled processes that are run in sequence. With this update, you can configure job sets that contain multiple supply chain planning scheduled processes.
Create job sets for scheduling planning process using the Manage Enterprise Scheduler Job Definitions and Job Sets for Financial, Supply Chain Management, and Related Applications task in the Setup and Maintenance work area. Add sequencing steps, as either serial or parallel, for planning processes in a job set.
Scheduled Processes
Use job sets to enhance your automation of planning technical processes.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
Tips And Considerations
When you opt in to use this feature, you must opt in to the feature named: Order Backlog Management. Opting in to the Order Backlog Management feature also enables the feature described here. If you previously opted in to the Order Backlog Management feature, then this feature is automatically enabled.
Additional Tips & Considerations:
- What you can select for the plan type and plans for the Batch Run Plan, Copy Plan, and Release Plan jobs depends on which job role and privileges you have.
- When you submit the collection job set from the Scheduled Processes page, the collection template is a required parameter.
- You can configure scheduling and notifications options for individual planning processes on the Scheduled Processes page in the Schedule Processes work area.
- You can also configure scheduling and notifications options for job sets with multiple planning processes on the Scheduled Processes page in the Schedule Processes work area.
Key Resources
- The Sequence Planning Processes Using Job Sets readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Demand and Supply Planner(ORA_MSC_DEMAND_AND_SUPPLY_PLANNER_JOB)
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
- Order Promising Manager (ORA_MSC_ORDER_PROMISING_MANAGER_JOB)
- Backlog Manager (ORA_MSC_BACKLOG_MANAGER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Monitor Supply Planning Work Area (MSC_MONITOR_SUPPLY_PLANNING_WORK_AREA_PRIV)
- Monitor Demand and Supply Planning Work Area (MSC_MONITOR_DEMAND_AND_SUPPLY_PLANNING_WORK_AREA_PRIV)
- Monitor Demand Management Work Area (MSC_MONITOR_DEMAND_MANAGEMENT_WORK_AREA_PRIV)
- Monitor Sales and Operations Planning Work Area (MSC_MONITOR_SALES_AND_OPERATIONS_PLANNING_WORK_AREA_PRIV)
- Monitor Replenishment Planning Work Area (MSC_MONITOR_REPLENISHMENT_PLANNING_WORK_AREA_PRIV)
- Monitor Order Promising Work Area (MSC_MONITOR_ORDER_PROMISING_WORK_AREA_PRIV)
- Monitor Backlog Management Work Area (MSC_MONITOR_BACKLOG_MANAGEMENT_WORK_AREA_PRIV)
Schedule Internal Sales Orders from External Source Systems
Some ERP systems, such as Oracle E-Business Suite, use internal sales orders to initiate transfers of material within a business. These internal sales orders link to internal requisitions for the supply to be transferred.
Oracle Cloud Supply Chain Management manages transfers differently, using transfer orders that can be scheduled as sales orders within Oracle Cloud Order Management. Previously there was no way to import the internal sales order and internal requisition document types from external systems to global order promising in the Cloud, preventing E-Business Suite users from being able to view and reschedule their internal transfers in the Oracle Cloud solution.
With this update, the collections process is enhanced to import internal sales orders and internal requisitions from external source systems. It maps them to sales order demands and transfer supplies respectively, enabling global order promising to view and reschedule transfers from external systems like other sales orders.
Note: Extraction of internal sales orders is not included in the E-Business Suite to Oracle Cloud Supply Chain Planning sample integration. You must develop your own extracts to populate the sales order comma-separated value file with the additional internal sales order details.
If you use Oracle Cloud Order Management with an external inventory management solution, you can now view and reschedule your internal sales orders along with your customer sales orders in the Cloud, better utilizing available supply to fulfill both types of demand.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
- Use the latest version of the file-based data import (FBDI) template for the Transfer Order entity for populating details in the Fulfill Orchestration Required column.
- Use the latest version of the file-based data import (FBDI) template for the Sales Orders entity for populating details in the Demand Source Type, Source Document Number, and Source Document Line Number columns.
Tips And Considerations
When you opt in to use this feature, you must opt in to the feature named: Order Backlog Management. Opting in to the Order Backlog Management feature also enables the feature described here. If you previously opted in to the Order Backlog Management feature, then this feature is automatically enabled.
Additional Tips & Considerations:
-
For a transfer order for which an internal sales order exists, you must set the Fulfill Orchestration Required column to Yes in the ScpTransferOrderImportTemplate.xlsm template.
- Only orders of type 94, the Transfer Order order type, that are open or not fully shipped, are considered when collecting their corresponding internal sales order.
-
You must set the Sales Order Demand Source Type to 1, 1 means internal material transfer fulfillment line, in the ScpSalesOrderImportTemplate.xlsm template for the demand to be considered as an internal sales order during data collection.
- Establish the link between internal sales order and its corresponding transfer order by providing corresponding values:
- The value of the Transfer Order Header Number in the Transfer Order FBDI template as the value for the Source Document Number column in the Sales Order FBDI template
- The value of the Transfer Order Line Number in the Transfer Order FBDI template as the value for the Source Document Line Number column in the Sales Order FBDI template
- Provide matching quantities for the transfer order and its corresponding internal sales order.
Key Resources
- The Schedule Internal Sales Orders from External Source Systems readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Order Promising Manager (ORA_MSC_ORDER_PROMISING_MANAGER_JOB)
- Backlog Manager (ORA_MSC_BACKLOG_MANAGER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Monitor Order Promising Work Area (MSC_MONITOR_ORDER_PROMISING_WORK_AREA_PRIV)
- Monitor Backlog Management Work Area (MSC_MONITOR_BACKLOG_MANAGEMENT_WORK_AREA_PRIV)
Generate feasible factory schedules that maximize shop floor throughput and return on investment in resources and labor. You can calculate, manage, and monitor realistic schedules that the shop floor can execute on, while optimizing the usage of critical resources and meeting customer demand on time as best as possible.
In update 21A, Oracle Production Scheduling Cloud is on controlled availability and is available only to customers who've been given a promotion code to access it. To inquire about the promotion code for this feature, contact your Oracle account representative.
Manage Production Schedules and Schedule Options
Manage named schedules in Oracle Cloud Production Scheduling for further analysis and improvement. You can update, modify, and delete these schedules, or create new schedules as needed.
The schedule scope identifies the manufacturing facility, items to be scheduled, and the scheduling horizon. To ensure smooth execution on the shop floor, you can also define the time fence within which the schedule is frozen where modifications can be made only on exception.
Manage and define production schedules for your manufacturing facilities that maximize utilization and ensure smooth execution.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
Tips And Considerations
When you opt in to use this feature, you must opt in to the feature named: Production Scheduling. Opting in to the Production Scheduling feature also enables the feature described here. If you previously opted in to the Production Scheduling feature, then this feature is automatically enabled.
Before a production schedule can be created for an organization, this organization needs to be added as a scheduling organization within Production Scheduling. In the Production Scheduling work area, click Manage Scheduling Organizations > Add.
The best practice is to limit the scope of finite capacity production schedules to include key items only, by specifying item categories, and to focus on the short-term, and defining your schedule horizon accordingly.
Key Resources
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Production Scheduler (ORA_MSC_PRODUCTION_SCHEDULER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Administer Planning Security (MSC_ADMINISTER_PLANNING_SECURITY_PRIV)
- Edit Planning Profile Options (MSC_EDIT_PLANNING_PROFILE_OPTIONS_PRIV)
- Edit Production Schedule (MSC_EDIT_PRODUCTION_SCHEDULE_PRIV)
- Edit Production Scheduling Organizations (MSC_EDIT_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
- Get Manufacturing Plant Set Up Data by Service (WIS_GET_MFG_PLANT_SETUP_SERVICE_PRIV)
- Import Work Orders (WIP_IMPORT_WORK_ORDERS_PRIV)
- Load Planning Reference Data (MSC_LOAD_PLANNING_REFERENCE_DATA_PRIV)
- Manage Item Catalog (EGP_MANAGE_ITEM_CATALOG_PRIV)
- Refresh Production Scheduling Organizations (MSC_REFRESH_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
- Release Production Schedule (MSC_RELEASE_PRODUCTION_SCHEDULE_PRIV)
- Run Production Schedule (MSC_RUN_PRODUCTION_SCHEDULE_PRIV)
- View Inventory Organizations List of Values by Web Service (RCS_VIEW_INV_ORG_LOV_WEB_SERVICE_PRIV)
- View Production Schedule (MSC_VIEW_PRODUCTION_SCHEDULE_PRIV)
- View Production Scheduling Organizations (MSC_VIEW_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
Monitor the quality of a schedule through key performance indicators, such as resource utilization, labor utilization, changeover time, and the number of orders that would still be late if the schedule were to be executed.
Key Performance Indicators Above Gantt Chart
Analyze and manage the quality of production schedules for your manufacturing facilities to ensure maximum resource usage.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
Tips And Considerations
When you opt in to use this feature, you must opt in to the feature named: Production Scheduling. Opting in to the Production Scheduling feature also enables the feature described here. If you previously opted in to the Production Scheduling feature, then this feature is automatically enabled.
Key Resources
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Production Scheduler (ORA_MSC_PRODUCTION_SCHEDULER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Administer Planning Security (MSC_ADMINISTER_PLANNING_SECURITY_PRIV)
- Edit Planning Profile Options (MSC_EDIT_PLANNING_PROFILE_OPTIONS_PRIV)
- Edit Production Schedule (MSC_EDIT_PRODUCTION_SCHEDULE_PRIV)
- Edit Production Scheduling Organizations (MSC_EDIT_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
- Get Manufacturing Plant Set Up Data by Service (WIS_GET_MFG_PLANT_SETUP_SERVICE_PRIV)
- Import Work Orders (WIP_IMPORT_WORK_ORDERS_PRIV)
- Load Planning Reference Data (MSC_LOAD_PLANNING_REFERENCE_DATA_PRIV)
- Manage Item Catalog (EGP_MANAGE_ITEM_CATALOG_PRIV)
- Refresh Production Scheduling Organizations (MSC_REFRESH_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
- Release Production Schedule (MSC_RELEASE_PRODUCTION_SCHEDULE_PRIV)
- Run Production Schedule (MSC_RUN_PRODUCTION_SCHEDULE_PRIV)
- View Inventory Organizations List of Values by Web Service (RCS_VIEW_INV_ORG_LOV_WEB_SERVICE_PRIV)
- View Production Schedule (MSC_VIEW_PRODUCTION_SCHEDULE_PRIV)
- View Production Scheduling Organizations (MSC_VIEW_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
Model User-Defined Attribute Sequences
Schedulers often know the production sequence that they would like to impose on a key resource, for example, paint parts in order of light to dark colors. Oracle Cloud Production Scheduling supports this additional input into its scheduling automation. You can define a preferred attribute sequence, such as white, yellow, blue, black, for processing on a resource. You can also define changeover times incurred when moving from attribute value to attribute value on the resource. Oracle Cloud Production Scheduling honors the preferred attribute sequence when scheduling work on key resources.
Use the flexibility to input additional user knowledge interactively to refine and generate the best possible schedule.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
Tips And Considerations
When you opt in to use this feature, you must opt in to the feature named: Production Scheduling. Opting in to the Production Scheduling feature also enables the feature described here. If you previously opted in to the Production Scheduling feature, then this feature is automatically enabled.
To use the User-Defined Attribute Sequence feature, ensure that these conditions are met:
- The production schedule must be configured to use scheduling buckets. Check the Use scheduling buckets check box in the Schedule Options UI.
- Work center resources in an organization must be configured to factor in the user-defined sequence. Check the Apply User-Defined Sequence check box in the Resource Parameters UI.
- The user-defined attribute sequence must be defined for work center resources within the scheduling organization. You can define the sequence using REST services.
User-defined attributes and attribute values are defined using descriptive flexfields (DFFs) for work definition operations, and extensible flexfields (EFFs) for items via item class attribute groups, within the Setup and Maintenance work area. Attribute values are assigned to a work definition operation or an item using the Manage Work Definitions task in the Supply Chain Execution work area (Manage Work Definitions > Edit Operation) and the Manage Items task in the Product Management work area (Product Information Management > Manage Items).
Key Resources
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Production Scheduler (ORA_MSC_PRODUCTION_SCHEDULER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Administer Planning Security (MSC_ADMINISTER_PLANNING_SECURITY_PRIV)
- Edit Planning Profile Options (MSC_EDIT_PLANNING_PROFILE_OPTIONS_PRIV)
- Edit Production Schedule (MSC_EDIT_PRODUCTION_SCHEDULE_PRIV)
- Edit Production Scheduling Organizations (MSC_EDIT_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
- Get Manufacturing Plant Set Up Data by Service (WIS_GET_MFG_PLANT_SETUP_SERVICE_PRIV)
- Import Work Orders (WIP_IMPORT_WORK_ORDERS_PRIV)
- Load Planning Reference Data (MSC_LOAD_PLANNING_REFERENCE_DATA_PRIV)
- Manage Item Catalog (EGP_MANAGE_ITEM_CATALOG_PRIV)
- Refresh Production Scheduling Organizations (MSC_REFRESH_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
- Release Production Schedule (MSC_RELEASE_PRODUCTION_SCHEDULE_PRIV)
- Run Production Schedule (MSC_RUN_PRODUCTION_SCHEDULE_PRIV)
- View Inventory Organizations List of Values by Web Service (RCS_VIEW_INV_ORG_LOV_WEB_SERVICE_PRIV)
- View Production Schedule (MSC_VIEW_PRODUCTION_SCHEDULE_PRIV)
- View Production Scheduling Organizations (MSC_VIEW_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
View and Adjust the Production Schedule
Visualize the production schedule in a Gantt chart throughout the schedule horizon. Filter on resource groups and work orders, highlight attributes and late orders, and zoom in or out, to view the production schedule better. Visualize upstream and downstream work order operations for a given work order.
You can conveniently adjust the schedules either through the Gantt chart’s interactive drag and drop capability or in the resource dispatch list which details all the corresponding work order operations on the resource.
In the Gantt chart you can:
- Filter by resource group to focus your analysis on a specific subset of resources
- Use the Highlight Late capability to quickly identify late work orders
- Filter by produced item or work order to easily find specific work order operations of interest
- Highlight attributes to visualize the attribute value sequences by color to analyze the scheduled sequences
Gantt Chart and Dispatch List
Fine-tune and adjust the production schedule to create the best schedule to execute based on current constraints and customer requirements.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
Tips And Considerations
When you opt in to use this feature, you must opt in to the feature named: Production Scheduling. Opting in to the Production Scheduling feature also enables the feature described here. If you previously opted in to the Production Scheduling feature, then this feature is automatically enabled.
Key Resources
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Production Scheduler (ORA_MSC_PRODUCTION_SCHEDULER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Administer Planning Security (MSC_ADMINISTER_PLANNING_SECURITY_PRIV)
- Edit Planning Profile Options (MSC_EDIT_PLANNING_PROFILE_OPTIONS_PRIV)
- Edit Production Schedule (MSC_EDIT_PRODUCTION_SCHEDULE_PRIV)
- Edit Production Scheduling Organizations (MSC_EDIT_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
- Get Manufacturing Plant Set Up Data by Service (WIS_GET_MFG_PLANT_SETUP_SERVICE_PRIV)
- Import Work Orders (WIP_IMPORT_WORK_ORDERS_PRIV)
- Load Planning Reference Data (MSC_LOAD_PLANNING_REFERENCE_DATA_PRIV)
- Manage Item Catalog (EGP_MANAGE_ITEM_CATALOG_PRIV)
- Refresh Production Scheduling Organizations (MSC_REFRESH_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
- Release Production Schedule (MSC_RELEASE_PRODUCTION_SCHEDULE_PRIV)
- Run Production Schedule (MSC_RUN_PRODUCTION_SCHEDULE_PRIV)
- View Inventory Organizations List of Values by Web Service (RCS_VIEW_INV_ORG_LOV_WEB_SERVICE_PRIV)
- View Production Schedule (MSC_VIEW_PRODUCTION_SCHEDULE_PRIV)
- View Production Scheduling Organizations (MSC_VIEW_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
Integrate Scheduling and Execution
To increase the value of scheduling and reduce implementation times and total cost of ownership, Oracle Production Scheduling Cloud works with live manufacturing data available in Oracle Manufacturing Cloud.
After you are the satisfied with the schedule generated, you can release the schedule to Oracle Manufacturing Cloud. This schedule release will automatically update the timing and details of the relevant work order activities including the manufacturing dispatch list for executing the schedule.
Synchronize manufacturing scheduling and execution to enhance asset utilization and throughput volumes while meeting customer demand.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
Tips And Considerations
When you opt in to use this feature, you must opt in to the feature named: Production Scheduling. Opting in to the Production Scheduling feature also enables the feature described here. If you previously opted in to the Production Scheduling feature, then this feature is automatically enabled.
Key Resources
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Production Scheduler (ORA_MSC_PRODUCTION_SCHEDULER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Administer Planning Security (MSC_ADMINISTER_PLANNING_SECURITY_PRIV)
- Edit Planning Profile Options (MSC_EDIT_PLANNING_PROFILE_OPTIONS_PRIV)
- Edit Production Schedule (MSC_EDIT_PRODUCTION_SCHEDULE_PRIV)
- Edit Production Scheduling Organizations (MSC_EDIT_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
- Get Manufacturing Plant Set Up Data by Service (WIS_GET_MFG_PLANT_SETUP_SERVICE_PRIV)
- Import Work Orders (WIP_IMPORT_WORK_ORDERS_PRIV)
- Load Planning Reference Data (MSC_LOAD_PLANNING_REFERENCE_DATA_PRIV)
- Manage Item Catalog (EGP_MANAGE_ITEM_CATALOG_PRIV)
- Refresh Production Scheduling Organizations (MSC_REFRESH_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
- Release Production Schedule (MSC_RELEASE_PRODUCTION_SCHEDULE_PRIV)
- Run Production Schedule (MSC_RUN_PRODUCTION_SCHEDULE_PRIV)
- View Inventory Organizations List of Values by Web Service (RCS_VIEW_INV_ORG_LOV_WEB_SERVICE_PRIV)
- View Production Schedule (MSC_VIEW_PRODUCTION_SCHEDULE_PRIV)
- View Production Scheduling Organizations (MSC_VIEW_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
Schedule Using Attribute-Based Changeovers
In many manufacturing environments sequence-dependent changeovers are required. Use Oracle Cloud Production Scheduling to minimize changeovers while improving on-time orders and resource utilization.
You can consider and manage changeovers based on attributes. Production Scheduling has visibility to attribute values, including those of user-defined attributes on manufacturing work definition operations or on items.
Attribute-Based Changeovers Ensure Resource Capacity is Consumed
Create schedules that group work orders based on attributes to minimize changeover delays and maximize production schedule efficiency.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
Tips And Considerations
- When you opt in to use this feature, you must opt in to the feature named: Production Scheduling. Opting in to the Production Scheduling feature also enables the feature described here. If you previously opted in to the Production Scheduling feature, then this feature is automatically enabled.
- In order to use the Schedule Using Attribute-Based Changeovers feature, you must define attribute-based changeover rules for work center resources within a scheduling organization. You can define changeover rules using REST services.
- User-defined attributes and attribute values are defined using descriptive flexfields for work definition operations, and extensible flexfields for items via item class attribute groups, within the Setup and Maintenance work area. Attribute values are assigned to a work definition operation or an item using the Manage Work Definitions task in the Supply Chain Execution work area (Manage Work Definitions > Edit Operation) and the Manage Items task in the Product Management work area (Product Information Management > Manage Items).
Key Resources
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Production Scheduler (ORA_MSC_PRODUCTION_SCHEDULER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Administer Planning Security (MSC_ADMINISTER_PLANNING_SECURITY_PRIV)
- Edit Planning Profile Options (MSC_EDIT_PLANNING_PROFILE_OPTIONS_PRIV)
- Edit Production Schedule (MSC_EDIT_PRODUCTION_SCHEDULE_PRIV)
- Edit Production Scheduling Organizations (MSC_EDIT_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
- Get Manufacturing Plant Set Up Data by Service (WIS_GET_MFG_PLANT_SETUP_SERVICE_PRIV)
- Import Work Orders (WIP_IMPORT_WORK_ORDERS_PRIV)
- Load Planning Reference Data (MSC_LOAD_PLANNING_REFERENCE_DATA_PRIV)
- Manage Item Catalog (EGP_MANAGE_ITEM_CATALOG_PRIV)
- Refresh Production Scheduling Organizations (MSC_REFRESH_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
- Release Production Schedule (MSC_RELEASE_PRODUCTION_SCHEDULE_PRIV)
- Run Production Schedule (MSC_RUN_PRODUCTION_SCHEDULE_PRIV)
- View Inventory Organizations List of Values by Web Service (RCS_VIEW_INV_ORG_LOV_WEB_SERVICE_PRIV)
- View Production Schedule (MSC_VIEW_PRODUCTION_SCHEDULE_PRIV)
- View Production Scheduling Organizations (MSC_VIEW_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
Create a Finite Capacity Production Schedule
When work orders with multistage routings and complex interdependencies are processed in a manufacturing facility with finite personnel, resource, or material capacity, the schedule generated is called a finite capacity schedule.
You can automatically generate a finite capacity schedule for your manufacturing facility over a time horizon of your choosing. The solution schedules production activities based on when customer orders are needed, respecting material availability limitations, resource calendars, and outside processing operations while loading work orders on resources.
Create the best possible schedule that meets order due dates while simultaneously minimizing changeovers and optimizing resource and labor utilization to maximize your business performance.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Supply Chain Planning
Tips And Considerations
When you opt in to use this feature, you must opt in to the feature named: Production Scheduling. Opting in to the Production Scheduling feature also enables the feature described here. If you previously opted in to the Production Scheduling feature, then this feature is automatically enabled.
The best practice in finite capacity scheduling is to focus on key bottleneck resources and have those resources drive scheduling. Then, all work center resources will by default be treated as relaxed, meaning that calendar and capacity constraints won't be enforced, and you'll have to manually activate individual resource constraints. To do so, in the Production Scheduling work area, click Manage Scheduling Organizations> Actions> Resource Parameters. In the Resource Parameters UI, add resources and choose the desired constraint mode for each resource.
A work center resource can be set to one of three constraint modes:
- Constrained: Both capacity and availability constraints are respected.
- Relaxed for capacity only: Capacity constraints can be violated, meaning that operations can overlap and thus exceed available capacity. However, calendar down times are respected.
- Relaxed: Capacity constraint can be violated, and work order operations can also be scheduled on over downtime events, violating availability constraints.
Key Resources
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Production Scheduler (ORA_MSC_PRODUCTION_SCHEDULER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Administer Planning Security (MSC_ADMINISTER_PLANNING_SECURITY_PRIV)
- Edit Planning Profile Options (MSC_EDIT_PLANNING_PROFILE_OPTIONS_PRIV)
- Edit Production Schedule (MSC_EDIT_PRODUCTION_SCHEDULE_PRIV)
- Edit Production Scheduling Organizations (MSC_EDIT_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
- Get Manufacturing Plant Set Up Data by Service (WIS_GET_MFG_PLANT_SETUP_SERVICE_PRIV)
- Import Work Orders (WIP_IMPORT_WORK_ORDERS_PRIV)
- Load Planning Reference Data (MSC_LOAD_PLANNING_REFERENCE_DATA_PRIV)
- Manage Item Catalog (EGP_MANAGE_ITEM_CATALOG_PRIV)
- Refresh Production Scheduling Organizations (MSC_REFRESH_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
- Release Production Schedule (MSC_RELEASE_PRODUCTION_SCHEDULE_PRIV)
- Run Production Schedule (MSC_RUN_PRODUCTION_SCHEDULE_PRIV)
- View Inventory Organizations List of Values by Web Service (RCS_VIEW_INV_ORG_LOV_WEB_SERVICE_PRIV)
- View Production Schedule (MSC_VIEW_PRODUCTION_SCHEDULE_PRIV)
- View Production Scheduling Organizations (MSC_VIEW_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
Set Up Production Schedules Using REST Services
Use REST services, Production Scheduling Item Class Attribute Groups, Production Scheduling Manufacturing Attribute Groups, and Production Scheduling Organizations to add, modify, or delete named production schedules. You can also use REST services to get updated shop floor master scheduling information on item parameters, resource groups, resource calendars, scheduling attributes, and changeover rules.
Use these REST services to import production schedules and most current master scheduling information from other applications and external systems into Oracle Cloud Production Scheduling.
Steps to Enable
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.
These REST services are delivered to support the Product Scheduling feature, which requires opt-in. You must opt-in to the Production Scheduling feature in the Supply Chain Planning offering to successfully perform the REST operation described here.
Tips And Considerations
Organization-specific data, common to all production schedules for an organization, is contained in the Production Scheduling Organizations REST service. Within a Production Scheduling Organization REST you can access various child objects, like attributes and attribute values, attribute-based changeover rules, resource parameters; you can also accomplish all tasks pertaining to a scheduling organization, like adding, deleting, and refreshing organizations.
Key Resources
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Production Scheduler (ORA_MSC_PRODUCTION_SCHEDULER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Administer Planning Security (MSC_ADMINISTER_PLANNING_SECURITY_PRIV)
- Edit Planning Profile Options (MSC_EDIT_PLANNING_PROFILE_OPTIONS_PRIV)
- Edit Production Schedule (MSC_EDIT_PRODUCTION_SCHEDULE_PRIV)
- Edit Production Scheduling Organizations (MSC_EDIT_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
- Get Manufacturing Plant Set Up Data by Service (WIS_GET_MFG_PLANT_SETUP_SERVICE_PRIV)
- Import Work Orders (WIP_IMPORT_WORK_ORDERS_PRIV)
- Load Planning Reference Data (MSC_LOAD_PLANNING_REFERENCE_DATA_PRIV)
- Manage Item Catalog (EGP_MANAGE_ITEM_CATALOG_PRIV)
- Refresh Production Scheduling Organizations (MSC_REFRESH_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
- Release Production Schedule (MSC_RELEASE_PRODUCTION_SCHEDULE_PRIV)
- Run Production Schedule (MSC_RUN_PRODUCTION_SCHEDULE_PRIV)
- View Inventory Organizations List of Values by Web Service (RCS_VIEW_INV_ORG_LOV_WEB_SERVICE_PRIV)
- View Production Schedule (MSC_VIEW_PRODUCTION_SCHEDULE_PRIV)
- View Production Scheduling Organizations (MSC_VIEW_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
Manage a Named Schedule Using a REST Service
Use REST service, Production Scheduling Plans, to launch a named production schedule within Oracle Cloud Production Scheduling. You can modify resource calendars for availability and adding overtime, modify start times of work order operations, and offload work order operations to alternate resources when primary resources are overloaded. This REST services also automates the release of production schedules to Oracle Cloud Manufacturing for execution.
Use this REST service to launch and publish a named production schedule after suitably modifying scheduling parameters and constraints to reflect current shop floor conditions.
Steps to Enable
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.
This REST service is delivered to support the Production Scheduling feature, which requires opt-in. You must opt-in to the Production Scheduling feature in the Supply Chain Planning offering to successfully perform the REST operation described here.
Tips And Considerations
All tasks related to a production schedule are contained in a single REST service, the Production Scheduling Plans REST service. Using this REST service you can access many child objects, like calendar events, changeover rules, demands, and items; you can also accomplish all tasks pertaining to a schedule, like creating, deleting, refreshing, solving, and releasing a schedule.
Key Resources
- Watch Architecture and Technical Considerations Readiness Training
- The Supply Chain Planning section of the REST API for Oracle Supply Chain Management Cloud guide on the Oracle Help Center.
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Production Scheduler (ORA_MSC_PRODUCTION_SCHEDULER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Administer Planning Security (MSC_ADMINISTER_PLANNING_SECURITY_PRIV)
- Edit Planning Profile Options (MSC_EDIT_PLANNING_PROFILE_OPTIONS_PRIV)
- Edit Production Schedule (MSC_EDIT_PRODUCTION_SCHEDULE_PRIV)
- Edit Production Scheduling Organizations (MSC_EDIT_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
- Get Manufacturing Plant Set Up Data by Service (WIS_GET_MFG_PLANT_SETUP_SERVICE_PRIV)
- Import Work Orders (WIP_IMPORT_WORK_ORDERS_PRIV)
- Load Planning Reference Data (MSC_LOAD_PLANNING_REFERENCE_DATA_PRIV)
- Manage Item Catalog (EGP_MANAGE_ITEM_CATALOG_PRIV)
- Refresh Production Scheduling Organizations (MSC_REFRESH_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
- Release Production Schedule (MSC_RELEASE_PRODUCTION_SCHEDULE_PRIV)
- Run Production Schedule (MSC_RUN_PRODUCTION_SCHEDULE_PRIV)
- View Inventory Organizations List of Values by Web Service (RCS_VIEW_INV_ORG_LOV_WEB_SERVICE_PRIV)
- View Production Schedule (MSC_VIEW_PRODUCTION_SCHEDULE_PRIV)
- View Production Scheduling Organizations (MSC_VIEW_PRODUCTION_SCHEDULING_ORGANIZATION_PRIV)
Extract Specific Measure Data from a Planning Table
In some instances, planning data can be a really large set of data that contains thousands of rows and hundreds of columns. You may want to extract only a portion of this data by applying filter criteria. The existing REST API, Planning Table Data, has been enhanced so that you can specify your filter criteria, and avoid having to do additional data manipulation of the extracted data.
You can now seamlessly integrate external applications with Supply Chain Planning Cloud applications by using filters to extract or update just the required set of data in planning tables for a small set of combinations, such as a single product category, or for a specific time period.
Steps to Enable
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.
Tips And Considerations
The capability to extract or update a subset of the table data limited to specific combinations is enabled using a new attribute in the Planning Table Data REST service called Filter. The filter can be any ad-hoc list of levels and their values that are part of the planning table data set. These levels don't have to be specified in the pivot table as an explicit filter.
Key Resources
- The Enhancements to Planning Table Data REST Service readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
- The Supply Chain Planning section of the REST API for Oracle Supply Chain Management Cloud guide on the Oracle Help Center.
Role Information
There are no new security privileges needed to access this enhancement. Users who currently have access to the Planning Tables Data REST API will automatically be able to use this feature.
Plan at Quarter-Level Using Gregorian or Fiscal Calendar
To better support long-term aggregate planning, this feature provides the ability to extend time buckets beyond Gregorian and Fiscal Months.
Watch a Demo
With this update you can develop long-range strategic sales and operations plans for longer time horizons.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
You might need to extend the Gregorian calendar to align with your strategic planning horizon. On the Scheduled Processes page, select Schedule New Process and then the Build Gregorian Calendar job.
Key Resources
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned this predefined job role are automatically able to access this feature:
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Edit Plan Options (MSC_EDIT_PLAN_OPTIONS_PRIV)
- View Plan Options (MSC_VIEW_PLAN_OPTIONS_PRIV)
Copy Measure Data Within a Plan
Copying data from one measure to another is a frequent task in the planning process. In a variety of situations, you might want to copy the entire set of data from one measure to another within the same plan. An example would be to copy a calculated measure to a stored measure not only for functional reasons, but also to reduce the time taken to recalculate and display a table or a graph. With this update, the existing functionality to copy a measure or set of measures from one plan to another has been enhanced to support copying within the same plan.
You now have more flexibility to copy measures to meet your functional needs as well as copy calculated measures to stored measures to improve your UI performance.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
When using the Load Measures from Other Plans option to copy within the same plan:
- The source and target measures can't be the same measure.
- Requirements for the target measure:
- Must be a stored measure
- Can't be a calculated measure
- Can be an editable measure
- If the source measure is a shared measure, then it's recommended that the target measure also be a shared measure.
- If you want to include historical measure values in the copy, then at least one of the measures selected for the target measures must be a shared measure.
- If all of the target measures are plan-specific, not shared measures, then only the forecast time buckets will be copied.
When copying from a calculated measure to a stored measure to improve performance:
- Choose calculated measures where the resulting value doesn't change often:
- Measures that use collected, historical data, such as the Shipments History 1 Year Ago measure, are a good choice.
- Measures that use frequently changing values, such as the Final Shipments Forecast measure, which changes when a new forecast is generated or a planner does a manual override, aren't good choices.
- Configure new measures to store calculated values.
- It's recommended that you create the stored measures this way: Duplicate the original, calculated measures, remove the expression, and keep the dimension selections and shared measure setting the same.
- Modify existing tables and graphs to use the new stored measures instead of the calculated measures.
- Modify existing measure expressions that reference the calculated measures to reference the new stored measures instead.
- Modify existing measures that use the calculated measure as the disaggregation basis to use the new stored measure instead.
- Schedule the Load Measures from Other Plans scheduled process to copy from the calculated measures to the stored measures.
Key Resources
- Copy Measure Data Within a Plan readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
- Load Measures from Other Plans topic in the Planning Measures chapter in either the Using Demand Management or Using Sales and Operations Planning guides in the Oracle Help Center.
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned these predefined job roles are automatically able to access this feature:
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Load Measure Data from Other Plans (MSC_LOAD_MEASURES_FROM_OTHER_PLANS_PRIV) for access to the Load Measures from Other Plans task
- Run Plan with Snapshot (MSC_RUN_PLAN_WITH_SNAPSHOT_PRIV) for access to the Orchestrate Load Measures Processes job in the Scheduled Processes work area
Display Only Measures Meeting the Find Condition When Configuring Tables and Graphs
When the number of measures in a plan is more than a few, it’s imperative to efficiently search for the required measures when configuring tables and graphs. Previously, you could search, but all measures continued to be displayed, and the measures meeting the find condition were highlighted. With this update, only measures meeting the find condition will be listed.
You can use the Find condition to display only a subset of measures in both the Tree view, which displays measures in measure groups, and List view.
Navigation: Create/Configure Table or Graph > Measures Tab > Find
Use the find condition to make the measure selection process easier and configure your tables and graphs more efficiently.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- You can search based on part of a word, an entire word, or a number.
- Capitalization is ignored.
Key Resources
- The Display Only Measure meeting the Find Condition When Configuring Tables and Graphs readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_OPERATIONS_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
Users who are assigned configured job roles that contain this privilege are able to access this feature:
- Maintain Planning Tables (MSC_MAINTAIN_PLANNING_TABLES_PRIV)
Filter Selections in Individual Graphs
When analyzing planning data, such as trends in a graph, it’s convenient to toggle between various filter choices available to display the graph. For example, you might want to filter for product category when analyzing the plan, and then once you are done analyzing one product category, select another product category. You can now configure graphs to specify the filter criteria that will appear in the graph. When the graph is displayed, you can select the level value of interest from a set of values in a filter bar above the graph.
Configure Graph Layout Tab Filters on Graph
Configure filter criteria for your graphs to improve your planning productivity with more efficient filtering of graphs.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- Hierarchies available in the Layout tab are those selected on the Hierarchies tab.
- The hierarchies and levels selected on the Hierarchies tab can be selected for the X-Axis, Y-Axis, and Filters options.
- Selections in the Filters panel appear as filters above the graph when displayed.
- You can select one or more levels of a hierarchy as filters if that hierarchy is also selected for the X-axis or Y-axis.
- However you can't select all the levels of a hierarchy as filters if that hierarchy is also selected for the X-axis or Y-axis.
- Filters for graphs are similar to filters for tables, but they can't be dragged to the graph.
- Levels in the filter above the graph can't be dragged and dropped onto the X-axis or Y-axis.
Key Resources
- The Filter Selections in Individual Graphs readiness training available on Oracle Cloud Readiness for Supply Chain Planning
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_OPERATIONS_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
Users who are assigned configured job roles that contain this privilege are able to access this feature:
- Maintain Planning Tables (MSC_MAINTAIN_PLANNING_TABLES_PRIV)
Publish Plan Data to a File with a Unique Name
Oracle Cloud Supply Chain Planning enables you to publish the data in a plan into a file in the Oracle Universal Content Manager. The capability was previously available but was enhanced in this update to provide the option to generate a unique file name.
Generate files with unique names to enhance your technical processes related to integration and ensure that the file being processed for integration with other systems is the intended file.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- The Publish Plan Data to a File with a Unique Name readiness training available on Oracle Cloud Readiness for Supply Chain Planning
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
- Demand and Supply Planner (ORA_MSC_DEMAND_AND_SUPPLY_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Publish Plan Data (MSC_PUBLISH_PLAN_DATA_PRIV)
Access Tasks As Quick Actions on a Home Page
With this update, specific tasks are more immediately available as quick actions on the home page, so you don’t have to first navigate to the supply chain planning work area to take an action.
Several tasks that previously were only accessible using the tasks panel drawer in a supply chain planning work area are now also available from the home page. You can select the Show More link on the home page to display all the available quick actions for which you have access. In addition, there are new work-area-specific preferences that enable you to change your default page layout without having to first launch the work area. These preferences are useful if you have built a content-heavy default page layout that is taking too taking too long to load. In such cases you can change your default page to a different page layout that opens quicker and then edit the content-heavy page layout to make it perform better.
Supply Chain Planning Quick Actions
Access specific tasks more readily by using quick actions made available to you on the home page.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- Quick actions are only visible if you have the applicable privilege to the task. For example, if you have the Manage Planning Sourcing privilege, then you should see the Manage Sourcing Rules task in both the tasks panel drawer in the work area (as was previously available), and as a quick action on the Supply Chain Planning or Order Management (in the case of Global Order Promising) home pages.
- When you close out of a task that was initiated from the Supply Chain Planning home page, you will be returned to the Supply Chain Planning home page.
Key Resources
- The Access Tasks as Quick Actions on a Home Page readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- View Supply Network Model (MSC_VIEW_SUPPLY_NETWORK_MODEL_PRIV)
- Edit Supply Network Model (MSC_EDIT_SUPPLY_NETWORK_MODEL_PRIV)
- Manage Planning Sourcing Assignment (MSP_MANAGE_PLANNING_SOURCING_ASSIGNEMENT_PRIV)
- View Planning Sourcing Rule (MSP_VIEW_PLANNING_SOURCING_RULE_PRIV)
- Manage Planning Sourcing (MSP_MANAGE_PLANNING_SOURCING_PRIV)
- Administer Planning Security (MSC_ADMINISTER_PLANNING_SECURITY_PRIV)
- View Planning Analytics Configuration (MSC_VIEW_PLANNING_ANALYTICS_CONFIGURATION_PRIV)
- Edit Planning Analytics Configuration (MSC_EDIT_PLANNING_ANALYTICS_CONFIGURATION_PRIV)
- View Measure Definition (MSC_VIEW_MEASURE_DEFINITION_PRIV)
- Maintain Measure Definition (MSC_MAINTAIN_MEASURE_DEFINITION_PRIV)
- Monitor Sales and Operations Planning Work Area (MSC_MONITOR_SALES_AND_OPERATIONS_PLANNING_WORK_AREA_PRIV)
- Monitor Sales and Operations Planning Work Area (MSC_MONITOR_SALES_AND_OPERATIONS_PLANNING_WORK_AREA_PRIV)
- Monitor Plan Inputs Work Area (MSC_MONITOR_PLAN_INPUTS_WORK_AREA_PRIV)
Extract Collected Data and Manage Simulation Changes for Demands and Supplies Using REST Services
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 APIs to enable integrations with other applications. With this update, you can retrieve data for supplies or demands that have been collected or are in a simulation set using the child REST resources Planning Supplies or Planning Demands under the Plan Inputs resource or the Simulation Sets resource. Additionally, you can use the POST, PATCH, and DELETE REST operations to add, change, or delete supplies or demands in the context of a simulation set.
You can use this Planning Supplies or Planning Demands REST service to simplify integrations and support standards-based interoperability with your other applications and external systems.
Steps to Enable
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.
Tips And Considerations
- The Planning Supplies and Planning Demands POST action provides functional parity to the Create Order dialog in the Supplies and Demands UI. Only the order types and attributes that can be specified in the Create Order dialog in a simulation set can be included in the POST payload.
- The Planning Supplies and Planning Demands PATCH action provides functional parity to the changes that can be made in a simulation set. If the attribute is not editable using the Supplies and Demands UI, then the attribute won't be editable using REST services.
Key Resources
- Watch Extract Collected Data and Manage Simulation Changes for Supplies and Demands Using REST Services Readiness Training
- The Supply Chain Planning section of the REST API for Oracle Supply Chain Management Cloud guide on the Oracle Help Center.
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Sales and Operations Planning (ORA_MSC_SALES_AND_OPERATIONS_PLANNER)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
- Backlog Manager (ORA_MSC_BACKLOG_MANAGER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- View Planning Demands and Supplies (MSC_VIEW_PLANNING_DEMANDS_AND_SUPPLIES_PRIV)
- Edit Planning Demands and Supplies (MSC_EDIT_PLANNING_DEMANDS_AND_SUPPLIES_PRIV)
Manage Simulation Changes for Items Using REST Services
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. With this update, you can add, change, or delete items in the context of simulation sets using the child resource Items under the REST API resource Simulation Sets using the REST operation POST, PATCH, or DELETE.
You can use this Items REST service to simplify integrations and support standards-based interoperability with your other applications and external systems.
Steps to Enable
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.
Tips And Considerations
- You can POST new items to a simulation set by specifying InventoryItemID and OrganizationID, or by specifying ItemName and Organization.
Key Resources
- The Manage Simulation Changes for Items Using REST Services readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
- The Supply Chain Planning section of the REST API for Oracle Supply Chain Management Cloud guide on the Oracle Help Center.
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Edit Planning Items (MSC_EDIT_PLANNING_ITEMS_PRIV)
Manage Simulation Set Changes for Resources Using REST Services
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. With this update, you can add, change, or delete resources in the context of simulation sets using the child resource Resources under the REST API resource Simulation Sets using the REST operation POST, PATCH, or DELETE.
You can use this Resources REST service to simplify integrations and support standards-based interoperability with your other applications and external systems.
Steps to Enable
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.
Tips And Considerations
- The resource must exist in Plan inputs before the resource can be added to the simulation set using the POST action.
- This REST service does not support creating a brand new resource in the simulation set. To create a brand new resource, you must use the Resources UI.
- Only the attributes that are editable in the UI are editable using the POST or PATCH action.
Key Resources
- The Manage Simulation Changes for Resources Using REST Services readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
- The Supply Chain Planning section of the REST API for Oracle Supply Chain Management Cloud guide on the Oracle Help Center.
Role Information
You have a couple options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Edit Planning Resources (MSC_EDIT_PLANNING_RESOURCES_PRIV)
Update Planning Table Measure Data in Batch Mode
You might have instances when a large volume of data in a plan needs to be updated. You can now use a background scheduled process to update the measures in a plan as you continue to use the plan while the process is running. The Planning Tables Data REST API is now enhanced to support a new update mode to invoke the background process instead of updating the data synchronously.
This new asynchronous approach improves your productivity by enabling you to do other tasks in the application while data updates happen in the background. It simplifies application integration by enabling you to easily update large number of cells even at aggregate levels in an automated manner.
Steps to Enable
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with the Quick Start section.
Tips And Considerations
The batch mode is enabled using a new attribute in the Planning Table Data REST service called Update Mode. In batch mode the POST operation launches a background scheduled process called Update Planning Table Data and returns with a response which contains the ESS Job ID. You can then track the progress of the update based on this ESS Job ID.
Key Resources
- The Enhancements to Planning Table Data REST Service readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
- The Supply Chain Planning section of the REST API for Oracle Supply Chain Management Cloud guide on the Oracle Help Center.
Role Information
There are no new security privileges needed to access this enhancement. Users who currently have access to the Planning Tables Data REST API will automatically be able to use this feature.
Sequence Planning Processes Using Job Sets
Planning processes, such as data collections and plan run, typically occur in sequence, and it’s highly desirable to automate these processes so that they run in sequence one after the other. Oracle Cloud enables the configuration of job sets, a collection of scheduled processes that are run in sequence. With this update, you can configure job sets that contain multiple supply chain planning scheduled processes.
Create job sets for scheduling planning process using the Manage Enterprise Scheduler Job Definitions and Job Sets for Financial, Supply Chain Management, and Related Applications task in the Setup and Maintenance work area. Add sequencing steps, as either serial or parallel, for planning processes in a job set.
Scheduled Processes
Use job sets to enhance your automation of planning technical processes.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- What you can select for the plan type and plans for the Batch Run Plan, Copy Plan, and Release Plan jobs depends on which job role and privileges you have.
- When you submit the collection job set from the Scheduled Processes page, the collection template is a required parameter.
- You can configure scheduling and notifications options for individual planning processes on the Scheduled Processes page in the Schedule Processes work area.
- You can also configure scheduling and notifications options for job sets with multiple planning processes on the Scheduled Processes page in the Schedule Processes work area.
Key Resources
- The Sequence Planning Processes Using Job Sets readiness training available on Oracle Cloud Readiness for Supply Chain Planning.
Role Information
You have a couple of options for giving people access to this feature, depending on whether you're assigning them predefined job roles or your own configured job roles.
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
- Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
- Demand and Supply Planner(ORA_MSC_DEMAND_AND_SUPPLY_PLANNER_JOB)
- Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
- Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
- Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
- Order Promising Manager (ORA_MSC_ORDER_PROMISING_MANAGER_JOB)
- Backlog Manager (ORA_MSC_BACKLOG_MANAGER_JOB)
Users who are assigned configured job roles that contain these privileges are able to access this feature:
- Monitor Supply Planning Work Area (MSC_MONITOR_SUPPLY_PLANNING_WORK_AREA_PRIV)
- Monitor Demand and Supply Planning Work Area (MSC_MONITOR_DEMAND_AND_SUPPLY_PLANNING_WORK_AREA_PRIV)
- Monitor Demand Management Work Area (MSC_MONITOR_DEMAND_MANAGEMENT_WORK_AREA_PRIV)
- Monitor Sales and Operations Planning Work Area (MSC_MONITOR_SALES_AND_OPERATIONS_PLANNING_WORK_AREA_PRIV)
- Monitor Replenishment Planning Work Area (MSC_MONITOR_REPLENISHMENT_PLANNING_WORK_AREA_PRIV)
- Monitor Order Promising Work Area (MSC_MONITOR_ORDER_PROMISING_WORK_AREA_PRIV)
- Monitor Backlog Management Work Area (MSC_MONITOR_BACKLOG_MANAGEMENT_WORK_AREA_PRIV)
Other Sales and Operations Planning Changes in This Update
This section includes details about additional changes in this update that can change the way Oracle Sales and Operations Planning Cloud works.
Maintain Measure Order in Your Tables
Prior to this update, you could use reorder buttons on the Measures tab in the Selector Tool, but sometimes measures got unexpectedly reordered within a table. To eliminate this unexpected reordering, the reorder buttons have been removed from the Measures tab. With this update, you must use the Manage Measures or Reorder Measures actions from View menu on the Layout tab of the Selector Tool, or from the main table toolbar, to change your the order of your measures. Your changes to measure order are part of your layout, and you must save them to make them permanent.
Bug Reference: 30469888