Update 21B

Revision History

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

Date	Product	Feature	Notes
15 JUN 2021	Replenishment Planning	Analyze the Effect of Past-Due Forecast on Forecast Consumption	Updated document. Revised feature description.
15 JUN 2021	Supply Planning	Project-Driven Supply Chain	Updated document. Added theme.
22 MAR 2021	Sales and Operations Planning	Other Sales and Operations Planning Changes in This Update	Updated document. Added a section.
22 MAR 2021	Supply Planning	Other Supply Planning Changes in This Update	Updated document. Added a section.
22 MAR 2021	Replenishment Planning	Other Replenishment Planning Changes in This Update	Updated document. Added a section.
19 MAR 2021			Created initial document.

Overview

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:

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

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

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

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

Opt In Expiration

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

Feature Summary

Demand Management

Generate Forecast Starting from the Product Launch Date

Rapidly changing markets require nimble responses from supply chain organizations in the context of launching new products. After deciding the product launch date, demand planners need to ensure that the right demand signals are generated considering the product launch date. With this update, Oracle Cloud Demand Management will honor the new launch date parameter available when you configure forecast profiles.

With this feature you have a new forecasting parameter in a forecast profile called: LaunchDateMeasure

• You can specify future launch date for an item and have forecast start on the launch date.
• You can use a launch date measure to maintain launch date for an item.

Watch a Demo

Simplify the management of forecasts by considering product launch decisions.

Steps to Enable

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

Tips And Considerations

• There's no measure selected by default for the new LaunchDateMeasure parameter.

• When selecting a measure, the selected measure must have the same dimensionality as the output measure in the forecast profile excluding the time dimension.

• The selected measure must be enabled in same work areas as selected in forecast profile.

• If the selected measure contains null value for launch date, then the forecast will get generated for entire forecast horizon.

• Launch date is respected at lowest level in forecast tree.

• When launch date falls in the middle of a time period, the date will be aligned to beginning of the period.

Key Resources

• Watch Generate Forecast Starting from the Product Launch Date Readiness Training

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 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)
  • Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)

There are no new security privileges needed to access this enhancement. Users who currently have access to the Manage Forecasting Profiles task and plan actions will automatically be able to use this feature.

Purge Collected Measure Data Within a Selected Time Range

To maintain satisfactory performance of your Oracle Cloud Supply Chain Planning applications, it’s important that you remove measure data that's no longer needed from the database. With this update, the existing batch process Purge Data Repository is enhanced with more flexibility to filter which data to purge. You can now specify the logical parameters By Number of Days in the Past, By Number of Days in the Future, or By Date Range to enable granular control of the time span of data to be purged.

Purge Data Repository UI  (Navigation: Tools > Scheduled Processes > Schedule New Process)

Watch a Demo

Reduce data volumes and ensure a healthy supply chain planning system by removing measure data no longer needed.

Steps to Enable

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

Key Resources

• Watch Purge Collected Measure Data Within a Selected Time Range Readiness Training

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 any of these privileges are able to access this feature:
  • Monitor Demand Management Work Area (MSC_MONITOR_DEMAND_MANAGEMENT_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 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)

Show and Hide Levels for Filters on Tables and Graphs

When analyzing a plan, it’s desirable to quickly enable and disable the filter levels that are available for analysis. Previously, you needed to use the Configure Table user interface to enable and disable the filter levels which wasn’t as quick a process as desired by many planners. With this update, you can now use new options available right in the table View menu to quickly enable or disable the configured filter levels in the filter bar of tables and graphs.

New Filters Item in the View Menu for a Table

Improve your planner productivity by readily showing or hiding filter levels in tables and graphs.

Steps to Enable

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

Tips And Considerations

• Existing behavior isn't impacted by the new capabilities which are backwards compatible.

• The Show and Hide Levels for Filters on Tables and Graphs feature introduces a new item on the View menu of tables and graphs named Filters that enables you to toggle filters on and off.

• Use the Save Layout action to save the current setting for each filter level.

• When a hidden level is shown, it's displayed in the same position on the filter bar that it was in when it was hidden.  However, if the layout of the table or graph was changed after hiding the level, and it's not possible to display the level in the same position, then it will be displayed as the last level on the filter bar.

• If there are any unsaved manual edits, then you'll be prompted to save them before hiding or showing a filter level. If you don't save these edits, then they'll be lost.

• The existing Set Page Filter to Base Model option that's used to include the Base Model as a page filter when viewing a model BOM in a table isn't affected by this feature. It will operate independently. The Base Model level won't be listed in the new Filters item.  However, for convenience, the Set Page Filter to Base Model option on the View menu has been repositioned so that it's listed immediately below the new Filters option.

Key Resources

• The Show and Hide Levels for Filters on 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)

There are no new security privileges needed to access this enhancement. Users who currently have access to planning tables and graphs will automatically be able to use this feature.

Format Measures to Preserve User-Level Changes

When you format measures in a planning table or graph, the expectation is that your measure formatting can’t be overridden by another user. With this update, Oracle Cloud Supply Chain Planning ensures that any formatting changes done by other users, including the owner of the table or graph, don’t take precedence over your changes.

For example, you can override a measure's name and unit of measure. If you're the owner of the table, then this change is visible to you and other users that don't have their own formatting. If you're not the owner of the table, then this change is visible only to you.

Fine-tune measure formatting to reflect your individual user preferences.

Steps to Enable

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

Tips And Considerations

• Previously measure formatting was specific to a table or graph, not a specific user.
• Upon updating to 21B, existing measure formatting will be considered as the table or graph owner's formatting.

Key Resources

• The Format Measures to Preserve User-Level Changes 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:
  • Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
  • Materials Planner (ORA_MSC_MATERIALS_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)

• Users who are assigned configured job roles that contain these privileges are able to access this feature:
  • Maintain Planning Tables (MSC_MAINTAIN_PLANNING_TABLES_PRIV)

Import Data Into a Planning Table Using Batch Mode

You may find it more comfortable to work with desktop applications, such as Microsoft Excel, when working with large volumes of data. With this update, you can import a file with the same format as the planning table you are working with after you are done editing it. This file import process is optimized for performance because it’s loaded in the background while you are working on other tasks in Oracle Cloud Supply Chain Planning. This new enhancement enables you to completely work offline by exporting the data from a planning table to Excel, perform a large number of edits, and then import it back into the same table.

Improve your efficiency by working offline when editing large volumes of data and importing changes back to the cloud.

Steps to Enable

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

Tips And Considerations

• The file being imported should be a Microsoft Excel file with the .xlsx file extension and in exactly the same format as the pivot table including the levels and the exact member combinations and their order listed in the column and row headers of the table. All member names, such as item names and time periods, have to be present in the same order in the file being imported even if there are no updates for those combinations. Typically, you can achieve the required order by exporting the table, making the edits offline, and then using the same file for import.

• Pivot tables with page filters are currently not enabled for import. To use the table for import, remove the page filter or use member filters in the table configuration.

Key Resources

• Watch Import Data into a Planning Table using Batch Mode Readiness Training

Role Information

There are no new roles or security privileges associated with this feature. All users who currently have access to the planning tables will automatically have access to this capability.

Extract Planning Measure Data from Plan Output

Planning information is an important component of supply chain analytics. It’s important to not only analyze what has happened in the past, but using planning information, such as forecasts and the supply plan, you can also evaluate the future. You can now extract plan data to Oracle Universal Content Management in the CSV data format. This extract includes measure data including any measures you configured. Additionally, supporting information, such as hierarchies for multidimensional analysis, is also exported. With this information, you can now enable your own supply chain data lake or data warehouse tool of your choice.

Enable enterprise-wide planning data visibility in a data warehouse by extracting planning information from Oracle Cloud Supply Chain Planning.

Steps to Enable

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

Tips And Considerations

• The dimension and measure catalogs for extract need to contain only the required hierarchies and measures for extract. They should contain a subset of the hierarchies and measures included in the plan definition. 

• The number of hierarchies for a single dimension and the number of levels in a hierarchy are limited to 10 each.

Key Resources

• The Extract Planning Measure Data from Plan Output 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. A new security privilege, Extract Planning Data, was added to these roles:
  • Planning Administration (ORA_MSP_PLANNING_ADMINISTRATION_DUTY)
  • Supply Chain Planning Application Administrator (ORA_MSC_SUPPLY_CHAIN_PLANNING_APPLICATION_ADMINISTRATOR_JOB)
  • Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
  • 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 this new privilege are able to access this feature:
  • Extract Planning Data (MSC_EXTRACT_PLANNING_DATA_PRIV)

Configure Disaggregation Rules for Statistical Forecast

When forecasting at aggregate levels of the product hierarchy, it’s possible that only a subset of the products within an aggregate level, such as a product category, are currently active while the rest of the products are inactive or at an end-of-life status. In such a situation, the forecast generated must be proportionately allocated down to only the active products within the selected aggregate level. You can now enable this approach by configuring a measure that specifies the active products and then including this measure in a new parameter ForecastOutputFilter. The forecasting process will disaggregate the forecast to only the active products.

Watch a Demo

Improve planner productivity by automatically considering product lifecycle configurations for generating and disaggregating forecasts.

Steps to Enable

1. Define a measure of number data type with an expression to identify active product combinations with a value of 1. You can also configure expression using Item level attributes. The measure must have same levels of the forecasting profile output measure except for time dimension level. The measure must not contain time dimension.
2. Add the measure to the Output Filters for Forecast Disaggregation measure group.
3. Add the measure and other measures used in its expression to the measure catalog of the plan.
4. Add the new forecasting profile measure parameter ForecastOutputFilter to the user-defined forecasting profile and select the measure that you have defined in step 1.

Key Resources

• Watch Configure Disaggregation Rules for Statistical Forecast 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:    
  • Demand Planner (ORA_MSC_DEMAND_PLANNER_JOB)
  • Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)
  • Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
  • Supply Chain Planning Application Administrator (ORA_MSC_SUPPLY_CHAIN_PLANNING_APPLICATION_ADMINISTRATOR_JOB)
  • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)

• Users who are assigned configured job roles that contain either this privilege or duty, or both, are able to access this feature:    
  • Edit Forecasting Profiles (MSC_EDIT_FORECASTING_PROFILES_PRIV)
  • Planning Administration (ORA_MSP_PLANNING_ADMINISTRATION_DUTY)

Replenishment Planning

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

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

Purge Collected Measure Data Within a Selected Time Range

To maintain satisfactory performance of your Oracle Cloud Supply Chain Planning applications, it’s important that you remove measure data that is no longer needed from the database. With this update, the existing batch process Purge Data Repository is enhanced with more flexibility to filter which data to purge. You can now specify the logical parameters By Number of Days in the Past, By Number of Days in the Future, or By Date Range to enable granular control of the time span of data to be purged.

Purge Data Repository UI (Navigation: Tools > Scheduled Processes > Schedule New Process)

Reduce data volumes and ensure a healthy supply chain planning system by removing measure data no longer needed.

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 Purge Collected Measure Data Within a Selected Time Range 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 any of these privileges are able to access this feature:
  • Monitor Demand Management Work Area (MSC_MONITOR_DEMAND_MANAGEMENT_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 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)

Show and Hide Levels for Filters on Tables and Graphs

When analyzing a plan, it’s desirable to quickly enable and disable the filter levels that are available for analysis. Previously, you needed to use the Configure Table user interface to enable and disable the filter levels which wasn’t as quick a process as desired by many planners. With this update, you can now use new options available right in the table View menu to quickly enable or disable the configured filter levels in the filter bar of tables and graphs.

New Filters Item in the View Menu for a Table

Improve your planner productivity by readily showing or hiding filter levels in tables and 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.

• Existing behavior isn't impacted by the new capabilities which are backwards compatible.

• The Show and Hide Levels for Filters on Tables and Graphs feature introduces a new item on the View menu of tables and graphs named Filters that enables you to toggle filters on and off.

• Use the Save Layout action to save the current setting for each filter level.

• When a hidden level is shown, it's displayed in the same position on the filter bar that it was in when it was hidden.  However, if the layout of the table or graph was changed after hiding the level, and it's not possible to display the level in the same position, then it will be displayed as the last level on the filter bar.

• If there are any unsaved manual edits, then you'll be prompted to save them before hiding or showing a filter level. If you don't save these edits, then they'll be lost.

• The existing Set Page Filter to Base Model option that's used to include the Base Model as a page filter when viewing a model BOM in a table isn't affected by this feature. It will operate independently. The Base Model level won't be listed in the new Filters item.  However, for convenience, the Set Page Filter to Base Model option on the View menu has been repositioned so that it's listed immediately below the new Filters option.

Key Resources

• The Show and Hide Levels for Filters on 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)

There are no new security privileges needed to access this enhancement. Users who currently have access to planning tables and graphs will automatically be able to use this feature.

Manage Inventory Policy Assignments Using REST Services

You can use technologies such as file-based data import (FBDI) or REST services to integrate replenishment planning with other enterprise applications. With this update, you can use the POST or PATCH REST operations to add or modify inventory policy assignments and segment-level inventory policy parameters when using the REST services Replenishment Policy Assignment Sets, and Policy Segment Parameters. Additionally, using POST or PATCH REST operations you can add or modify item location level policy overrides using the REST service Item Location Level Policy Overrides.

You can use these Replenishment Policy Assignment Set, Policy Segment Parameters, or Item Location Level Policy Overrides REST services to simplify integrations and manage policy parameters and item location level policy overrides from replenishment planning to the enterprise system

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.

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

• Users who are assigned to this predefined job role are automatically able to access this feature:
  • Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)

• Users who are assigned configured job roles that contain this privilege are able to access this feature:
  • Run Plan with Snapshot (MSC_RUN_PLAN_WITH_SNAPSHOT_PRIV)

Analyze the Effect of Past-Due Forecast on Forecast Consumption

One of the first steps in analyzing a replenishment plan is to review forecast and forecast consumption against firm demand, such as sales orders, transfer order demands, or movement order demands. Forecast consumption may occur against forecast and firm demand in past buckets as well. With this update, you can use a new Past Due Gross Forecast measure to make it simpler to verify and understand forecast consumption results.

Improve your ability to review and understand forecast consumption results.

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.

• If you're using a custom measure catalog, then include the new Past Due Gross Forecast measure in your custom measure catalog to avoid plan failure.

Key Resources

• Watch Replenishment Planning Enhancements 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 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:
  • Manage Segments (MSC_MANAGE_SEGMENTS_PRIV)

Manage Planning Demands and Planning Supplies in a Replenishment Plan 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. You can now update data for all planned supplies, transfer orders, purchase orders, and sales orders, and optionally create planned orders or manual demands specific to a replenishment plan, using the Planning Supplies or Planning Demands REST API. This REST service is a child resource of the parent resource Replenishment Plans.

For example, you can use this REST API to create firm planned supply orders from another system in your enterprise in a named plan. Additionally, you can use the POST and PATCH REST operation to add or change supplies or demands in the context of a simulation set.

You can use these REST services to simplify integrations and manage supplies and demands in replenishment planning.

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.

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 following predefined job role are automatically able to access this feature:
  • Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)   

• Users who are assigned configured job roles that contain these privileges are able to access this feature:
  • View Planning Demands and Supplies (MSC_VIEW_PLANNING_DEMANDS_AND_SUPPLIES_PRIV)   
  • Edit Planning Demands and Supplies (MSC_EDIT_PLANNING_DEMANDS_AND_SUPPLIES_PRIV)

Format Measures to Preserve User-Level Changes

When you format measures in a planning table or graph, the expectation is that your measure formatting can’t be overridden by another user. With this update, Oracle Cloud Supply Chain Planning ensures that any formatting changes done by other users, including the owner of the table or graph, don’t take precedence over your changes.

For example, you can override a measure's name and unit of measure. If you're the owner of the table, then this change is visible to you and other users that don't have their own formatting. If you're not the owner of the table, then this change is visible only to you.

Fine-tune measure formatting to reflect your individual user preferences.

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.

• Previously measure formatting was specific to a table or graph, not a specific user.

• Upon updating to 21B, existing measure formatting will be considered as the table or graph owner's formatting.

Key Resources

• The Format Measures to Preserve User-Level Changes 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:
  • Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
  • Materials Planner (ORA_MSC_MATERIALS_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)

• Users who are assigned configured job roles that contain these privileges are able to access this feature:
  • Maintain Planning Tables (MSC_MAINTAIN_PLANNING_TABLES_PRIV)

Import Data Into a Planning Table Using Batch Mode

You may find it more comfortable to work with desktop applications, such as Microsoft Excel, when working with large volumes of data. With this update, you can import a file with the same format as the planning table you are working with after you are done editing it. This file import process is optimized for performance because it’s loaded in the background while you are working on other tasks in Oracle Cloud Supply Chain Planning. This new enhancement enables you to completely work offline by exporting the data from a planning table to Excel, perform a large number of edits, and then import it back into the same table.

Improve your efficiency by working offline when editing large volumes of data and importing changes back to the cloud.

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.

• The file being imported should be a Microsoft Excel file with the .xlsx file extension and in exactly the same format as the pivot table including the levels and the exact member combinations and their order listed in the column and row headers of the table. All member names, such as item names and time periods, have to be present in the same order in the file being imported even if there are no updates for those combinations. Typically, you can achieve the required order by exporting the table, making the edits offline, and then using the same file for import.

• Pivot tables with page filters are currently not enabled for import. To use the table for import, remove the page filter or use member filters in the table configuration.

Key Resources

• The Import Data into a Planning Table using Batch Mode readiness training available on Oracle Cloud Readiness for Supply Chain Planning.

Role Information

There are no new roles or security privileges associated with this feature. All users who currently have access to the planning tables will automatically have access to this capability.

Extract Planning Measure Data from Plan Output

Planning information is an important component of supply chain analytics. It’s important to not only analyze what has happened in the past, but using planning information, such as forecasts and the supply plan, you can also evaluate the future. You can now extract plan data to Oracle Universal Content Management in the CSV data format. This extract includes measure data including any measures you configured. Additionally, supporting information, such as hierarchies for multidimensional analysis is also exported. With this information, you can now enable your own supply chain data lake or data warehouse tool of your choice.

Enable enterprise-wide planning data visibility in a data warehouse by extracting planning information from Oracle Cloud Supply Chain Planning.

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.

• The dimension and measure catalogs for extract need to contain only the required hierarchies and measures for extract. They should contain a subset of the hierarchies and measures included in the plan definition. 

• The number of hierarchies for a single dimension and the number of levels in a hierarchy are limited to 10 each.

Key Resources

• The Extract Planning Measure Data from Plan Output 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. A new security privilege, Extract Planning Data, was added to these roles:
  • Planning Administration (ORA_MSP_PLANNING_ADMINISTRATION_DUTY)
  • Supply Chain Planning Application Administrator (ORA_MSC_SUPPLY_CHAIN_PLANNING_APPLICATION_ADMINISTRATOR_JOB)
  • Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
  • 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 this new privilege are able to access this feature:
  • Extract Planning Data (MSC_EXTRACT_PLANNING_DATA_PRIV)

Extract Available Sources for an Item Organization Using a REST Service

Oracle Cloud Supply Chain Planning 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 extract available upstream sources, and their attributes, associated with a sourcing rule assignment using the resource Supply Sources.

While querying this REST resource with the finder called findSources, you need to provide values for three parameters:

• Assignment Set Name
• Item Name
• Organization Code

The REST service will then provide the most specific set of sourcing rules for the combination of these parameters.

You can use this Item Sources 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.

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.

Key Resources

• The Extract Available Sources for an Item Organization Using a 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

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:
  • Planning Administration (ORA_MSP_PLANNING_ADMINISTRATION_DUTY)
  • Supply Chain Planning Application Administrator (ORA_MSC_SUPPLY_CHAIN_PLANNING_APPLICATION_ADMINISTRATOR_JOB)
  • Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
  • Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
  • Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
  • Order Promising Manager (ORA_MSC_ORDER_PROMISING_MANAGER_JOB)

• Users who are assigned configured job roles that contain this privilege are able to access this feature:
  • View Planning Sourcing Rule (MSP_VIEW_PLANNING_SOURCING_RULE_PRIV)

Configure Disaggregation Rules for Statistical Forecast

When forecasting at aggregate levels of the product hierarchy, it’s possible that only a subset of the products within an aggregate level, such as a product category, are currently active while the rest of the products are inactive or at an end-of-life status. In such a situation, the forecast generated must be proportionately allocated down to only the active products within the selected aggregate level. You can now enable this approach by configuring a measure that specifies the active products and then including this measure in a new parameter ForecastOutputFilter. The forecasting process will disaggregate the forecast to only the active products.

Improve planner productivity by automatically considering product lifecycle configurations for generating and disaggregating forecasts.

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

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 Steps to Enable:

1. Define a measure of number data type with an expression to identify active product combinations with a value of 1. You can also configure expression using Item level attributes. The measure must have same levels of the forecasting profile output measure except for time dimension level. The measure must not contain time dimension.
2. Add the measure to the Output Filters for Forecast Disaggregation measure group.
3. Add the measure and other measures used in its expression to the measure catalog of the plan.
4. Add the new forecasting profile measure parameter ForecastOutputFilter to the user-defined forecasting profile and select the measure that you have defined in step 1.

Key Resources

The Configure Disaggregation Rules for Statistical Forecast 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)       
  • Replenishment Planner (ORA_MSC_REPLENISHMENT_PLANNER_JOB)       
  • Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)       
  • Supply Chain Planning Application Administrator (ORA_MSC_SUPPLY_CHAIN_PLANNING_APPLICATION_ADMINISTRATOR_JOB)       
  • Supply Chain Application Administrator (ORA_RCS_SUPPLY_CHAIN_APPLICATION_ADMINISTRATOR_JOB)

• Users who are assigned configured job roles that contain either this privilege or duty, or both, are able to access this feature:           
  • Edit Forecasting Profiles (MSC_EDIT_FORECASTING_PROFILES_PRIV)       
  • Planning Administration (ORA_MSP_PLANNING_ADMINISTRATION_DUTY)

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.

Security Checking on REST Child Resources

Prior to update 21B, all Supply Chain Planning REST services checked privileges on the root REST resource only. As long as the user had at least one of the privileges associated with the root resource, then the user had access to all child resources using the REST service. Starting in 21B, privileges on some of the child resources will be enforced.

For example, to use a REST service to update supply within a supply plan, a user now needs the privilege associated with the supplyPlans REST service (MSC_RUN_PLAN_WITH_SNAPSHOT_PRIV) as well as the privilege associated with the PATCH action of the PlanningSupplies REST service (MSC_EDIT_DEMANDS_AND_SUPPLIES_PRIV). If, after update to 21B, a user can’t access the PlanningSupplies REST service, then the security administrator should ensure that the user has the Edit Demands and Supplies (MSC_EDIT_DEMANDS_AND_SUPPLIES_PRIV) privilege.

The affected root resources are:

• Plan Inputs (planInputs)
• Simulation Sets (simulationSets)
• Supply Plans (supplyPlans)
• Demand and Supply Plans (demandAndSupplyPlans)
• Replenishment Plans (replenishmentPlans)

The privileges associated with the Supply Chain Planning REST services are documented in the Job Roles and Privileges section of the REST API for Oracle Supply Chain Management Cloud guide.

Bug reference: 32284716

Supply Planning

Purge Collected Measure Data Within a Selected Time Range

To maintain satisfactory performance of your Oracle Cloud Supply Chain Planning applications, it’s important that you remove measure data that is no longer needed from the database. With this update, the existing batch process Purge Data Repository is enhanced with more flexibility to filter which data to purge. You can now specify the logical parameters By Number of Days in the Past, By Number of Days in the Future, or By Date Range to enable granular control of the time span of data to be purged.

Purge Data Repository UI (Navigation: Tools > Scheduled Processes > Schedule New Process)

Reduce data volumes and ensure a healthy supply chain planning system by removing measure data no longer needed.

Steps to Enable

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

Key Resources

• The Purge Collected Measure Data Within a Selected Time Range 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 any of these privileges are able to access this feature:
  • Monitor Demand Management Work Area (MSC_MONITOR_DEMAND_MANAGEMENT_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 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)

Show and Hide Levels for Filters on Tables and Graphs

When analyzing a plan, it’s desirable to quickly enable and disable the filter levels that are available for analysis. Previously, you needed to use the Configure Table user interface to enable and disable the filter levels which wasn’t as quick a process as desired by many planners. With this update, you can now use new options available right in the table View menu to quickly enable or disable the configured filter levels in the filter bar of tables and graphs.

New Filters Item in the View Menu for a Table

Watch a Demo

Improve your planner productivity by readily showing or hiding filter levels in tables and graphs.

Steps to Enable

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

Tips And Considerations

• Existing behavior isn't impacted by the new capabilities which are backwards compatible.

• The Show and Hide Levels for Filters on Tables and Graphs feature introduces a new item on the View menu of tables and graphs named Filters that enables you to toggle filters on and off.

• Use the Save Layout action to save the current setting for each filter level.

• When a hidden level is shown, it's displayed in the same position on the filter bar that it was in when it was hidden.  However, if the layout of the table or graph was changed after hiding the level, and it's not possible to display the level in the same position, then it will be displayed as the last level on the filter bar.

• If there are any unsaved manual edits, then you'll be prompted to save them before hiding or showing a filter level. If you don't save these edits, then they'll be lost.

• The existing Set Page Filter to Base Model option that's used to include the Base Model as a page filter when viewing a model BOM in a table isn't affected by this feature. It will operate independently. The Base Model level won't be listed in the new Filters item.  However, for convenience, the Set Page Filter to Base Model option on the View menu has been repositioned so that it's listed immediately below the new Filters option.

Key Resources

• Watch Show and Hide Levels for Filters on Tables and Graphs Readiness Training

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)

There are no new security privileges needed to access this enhancement. Users who currently have access to planning tables and graphs will automatically be able to use this feature.

Configure the Precision of Resource Usage Calculations

In high-volume production environments work definitions may have resource usages that are infinitesimally small. Previously, the maximum precision was set to 0.000001. In ultra-high-volume environments this precision wasn’t enough to calculate resource usages accurately due to the rounding effects. With this update, the Decimal Precision for Resource Usage (ORA_MSC_RES_USAGE_DECIMAL_PRECISION) planning profile option enables you to set the level of decimal precision giving you the control over the accuracy of resource usage calculations.

Accurately calculate resource usages in high-volume environments.

Steps to Enable

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

Key Resources

• Watch Configure the Precision of Resource Usage Calculations Readiness Training

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)

Plan Based on Workday Patterns in a Resource Calendar

Manufacturing organizations typically have a calendar that is most commonly applicable for a plant and typically assign workday patterns that are applicable to specific resources in that plant. Previously, constrained supply planning generated the plan based on the manufacturing calendar. With this update, the more granular resource shift calendar assigned to resources of the first and last operation in a work definition is honored enabling more accurate plan calculations for the suggested start date and the suggested due date respectively.

Enable accurate planning by taking into consideration granular workday patterns of resources in a constrained supply plan.

Steps to Enable

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

Offering: Supply Chain Planning

To opt in to use this feature, you must first opt in to the feature named Constraint-Based Planning, and then you must opt in to this feature, Plan Based on Workday Patterns in a Resource Calendar.

• If you previously opted in to the Constraint-Based Planning feature, then you only need to opt in to the Plan Based on Workday Patterns in a Resource Calendar feature.

You must also set an advanced parameter in supply plan options:

• Navigate to set the advanced parameter: Supply Chain Planning > Supply Planning > Manage Plans > Create Plan or Edit Plan Options > Supply tab > General tab > Select Advanced Options > Optimization Parameters > Settings for Multithread 

• Set the value to EnableResCalendar=true

To enable this feature you must opt in and set the advanced parameter. Both must be done.

Tips And Considerations

In this update, the supply order's suggested start date and suggested dock date will fall on a valid resource shift calendar of the respective resource attached to the first and last operation of the work definition respectively.

Key Resources

• Watch Plan Based on Workday Patterns in a Resource Calendar Readiness Training

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)

Plan to Request Date

In your business environment, you may prefer to plan based on request dates instead of scheduled shipment dates to ensure you are meeting the date that that was originally requested by the customer. Planning to the request date may improve your performance because your supply situation may have dramatically changed since the original scheduled shipment date was generated. With this update, you can configure Oracle Cloud Supply Planning to plan to the request date instead of the scheduled date.

Plan Option to Specify Which Date to Plan By

Improve demand fulfillment performance by trying to improve the plan to honor customer request dates as much as possible.

Steps to Enable

To plan by customer order requested date, set the Date Used to Plan Sales Orders plan option to Requested Ship Date. By default this plan option is set to Scheduled Ship Date. This plan option is available for Supply Plan and Demand and Supply Plan types.

Tips And Considerations

The forecast dates that you provide must match the choice of the new plan option. For example, if you select Requested Ship Date in the plan option, then you need to ensure that the forecast dates are in terms of requested ship date.

Key Resources

• Watch Plan to Request Date Readiness Training

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)

Offset Dependent Demand Due Dates When Planning in Aggregate Time Buckets

Previously, when planning in aggregate time buckets, such as a week or period, as each level of a multilevel assembly was planned, if the lead time at each level was less than the aggregate time bucket size, then the dependent demands at each level would be repeatedly aligned to the aggregate time bucket end date. This approach might result in the cumulative lead time for upstream subassemblies and components being inaccurate.

With this update, you can enforce more granular control over the lead times by using two new attributes Lead time offset in week buckets and Lead time offset in period or month buckets for those subassemblies and components whose dates need to be offset by the lead times specified. The planning process will offset the component requirement dates appropriately and determine the start and due dates accurately.

Example of Lead Time Offset Attributes in Items Simulation Set

Enable accurate subassembly and component due date calculation in a constrained supply plan.

Steps to Enable

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

Offering: Supply Chain Planning

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.

You also need to provide values for two new attributes, Lead time offset in week buckets and Lead time offset in period or month buckets, in an item simulation set. You can also update these new attributes in the Items table in plan output and simulate the plan to correctly offset the lead time.

Key Resources

• Watch Offset Dependent Demand Due Dates When Planning in Aggregate Time Buckets Readiness Training

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)

Manage Simulation Changes for Supplier Items Using a REST Service

Oracle Supply Chain Planning Cloud applications may need to coexist with other enterprise applications that you have. You can use technologies, such as file-based data import (FBDI) or REST API, to enable integrations with other applications. With this update, you can add, change, or delete supplier items in the context of simulation sets using the child resource Supplier Items under the REST API resource Simulation Sets using the REST operation POST, PATCH, or DELETE.

You can use this Supplier 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.

Key Resources

• Watch Managing Simulation Set Changes for Supplier 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:
  • 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)

• Users who are assigned configured job roles that contain these privileges are able to access this feature:
  • View Supplier Information (MSC_VIEW_SUPPLIER_INFORMATION_PRIV)
  • Edit Supplier Information (MSC_EDIT_ SUPPLIER_INFORMATION_PRIV _PRIV)

Format Measures to Preserve User-Level Changes

When you format measures in a planning table or graph, the expectation is that your measure formatting can’t be overridden by another user. With this update, Oracle Cloud Supply Chain Planning ensures that any formatting changes done by other users, including the owner of the table or graph, don’t take precedence over your changes.

For example, you can override a measure's name and unit of measure. If you're the owner of the table, then this change is visible to you and other users that don't have their own formatting. If you're not the owner of the table, then this change is visible only to you.

Watch a Demo

Fine-tune measure formatting to reflect your individual user preferences.

Steps to Enable

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

Tips And Considerations

• Previously measure formatting was specific to a table or graph, not a specific user.
• Upon updating to 21B, existing measure formatting will be considered as the table or graph owner's formatting.

Key Resources

• Watch Format Measures to Preserve User-Level Changes Readiness Training

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)
  • 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)

• Users who are assigned configured job roles that contain these privileges are able to access this feature:
  • Maintain Planning Tables (MSC_MAINTAIN_PLANNING_TABLES_PRIV)

Import Data Into a Planning Table Using Batch Mode

You may find it more comfortable to work with desktop applications, such as Microsoft Excel, when working with large volumes of data. With this update, you can import a file with the same format as the planning table you are working with after you are done editing it. This file import process is optimized for performance because it’s loaded in the background while you are working on other tasks in Oracle Cloud Supply Chain Planning. This new enhancement enables you to completely work offline by exporting the data from a planning table to Excel, perform a large number of edits, and then import it back into the same table.

Import File Example

Improve your efficiency by working offline when editing large volumes of data and importing changes back to the cloud.

Steps to Enable

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

Tips And Considerations

• The file being imported should be a Microsoft Excel file with the .xlsx file extension and in exactly the same format as the pivot table including the levels and the exact member combinations and their order listed in the column and row headers of the table. All member names, such as item names and time periods, have to be present in the same order in the file being imported even if there are no updates for those combinations. Typically, you can achieve the required order by exporting the table, making the edits offline, and then using the same file for import.

• Pivot tables with page filters are currently not enabled for import. To use the table for import, remove the page filter or use member filters in the table configuration.

Key Resources

• The Import Data into a Planning Table using Batch Mode readiness training available on Oracle Cloud Readiness for Supply Chain Planning.

Role Information

There are no new roles or security privileges associated with this feature. All users who currently have access to the planning tables will automatically have access to this capability.

Extract Planning Measure Data from Plan Output

Planning information is an important component of supply chain analytics. It’s important to not only analyze what has happened in the past, but using planning information, such as forecasts and the supply plan, you can also evaluate the future. You can now extract plan data to Oracle Universal Content Management in the CSV data format. This extract includes measure data including any measures you configured. Additionally, supporting information, such as hierarchies for multidimensional analysis, is also exported. With this information, you can now enable your own supply chain data lake or data warehouse tool of your choice.

Options for Extracting Data

Enable enterprise-wide planning data visibility in a data warehouse by extracting planning information from Oracle Cloud Supply Chain Planning.

Steps to Enable

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

Tips And Considerations

• The dimension and measure catalogs for extract need to contain only the required hierarchies and measures for extract. They should contain a subset of the hierarchies and measures included in the plan definition. 

• The number of hierarchies for a single dimension and the number of levels in a hierarchy are limited to 10 each.

Key Resources

• Watch Extract Planning Measure Data Readiness Training.

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. A new security privilege, Extract Planning Data, was added to these roles:
  • Planning Administration (ORA_MSP_PLANNING_ADMINISTRATION_DUTY)
  • Supply Chain Planning Application Administrator (ORA_MSC_SUPPLY_CHAIN_PLANNING_APPLICATION_ADMINISTRATOR_JOB)
  • Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
  • 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 this new privilege are able to access this feature:
  • Extract Planning Data (MSC_EXTRACT_PLANNING_DATA_PRIV)

Extract Available Sources for an Item Organization Using a REST Service

Oracle Cloud Supply Chain Planning 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 extract available upstream sources, and their attributes, associated with a sourcing rule assignment using the resource Supply Sources.

While querying this REST resource with the finder called findSources, you need to provide values for three parameters:

• Assignment Set Name
• Item Name
• Organization Code

The REST service will then provide the most specific set of sourcing rules for the combination of these parameters.

You can use this Supply Sources 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.

Key Resources

• Watch Extract Available Sources for an Item Using a REST Service 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:
  • Planning Administration (ORA_MSP_PLANNING_ADMINISTRATION_DUTY)
  • Supply Chain Planning Application Administrator (ORA_MSC_SUPPLY_CHAIN_PLANNING_APPLICATION_ADMINISTRATOR_JOB)
  • Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
  • Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
  • Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
  • Order Promising Manager (ORA_MSC_ORDER_PROMISING_MANAGER_JOB)

• Users who are assigned configured job roles that contain this privilege are able to access this feature:
  • View Planning Sourcing Rule (MSP_VIEW_PLANNING_SOURCING_RULE_PRIV)

Order Backlog Management

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.

Extract Available Sources for an Item Organization Using a REST Service

Oracle Cloud Supply Chain Planning 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 extract available upstream sources, and their attributes, associated with a sourcing rule assignment using the resource Supply Sources.

While querying this REST resource with the finder called findSources, you need to provide values for three parameters:

• Assignment Set Name
• Item Name
• Organization Code

The REST service will then provide the most specific set of sourcing rules for the combination of these parameters.

You can use this Item Sources 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.

This REST service is delivered to support the Order Backlog Management feature, which requires opt in. You must opt in to the Order Backlog Management feature in the Supply Chain Planning offering to successfully perform the REST operations described here.

Key Resources

• The Extract Available Sources for an Item Organization Using a 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

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:
  • Planning Administration (ORA_MSP_PLANNING_ADMINISTRATION_DUTY)
  • Supply Chain Planning Application Administrator (ORA_MSC_SUPPLY_CHAIN_PLANNING_APPLICATION_ADMINISTRATOR_JOB)
  • Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
  • Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
  • Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
  • Order Promising Manager (ORA_MSC_ORDER_PROMISING_MANAGER_JOB)

• Users who are assigned configured job roles that contain this privilege are able to access this feature:
  • View Planning Sourcing Rule (MSP_VIEW_PLANNING_SOURCING_RULE_PRIV)

Generate Data Files to Diagnose Backlog Management Technical and Configuration Issues

If a Backlog Management plan run fails or produces unexpected results, you may need to provide additional details to administration or support personnel to diagnose the problem. You can now select the Generate replay data sets option to generate data files that can reveal configuration and execution issues for offline analysis.

The Generate replay data sets option is available when you run the Start Backlog Planning scheduled process.

 Generate replay data sets option (Tools > Scheduled Processes > Start Scheduled Process)

Watch a Demo

Identify the source of problems with backlog management plans faster by generating diagnostic data during plan runs.

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.

Key Resources

• Watch Generate Data Files to Diagnose Backlog Management Technical and Configuration Issues Readiness Training

Role Information

• Users who are assigned this predefined job role are automatically able to access this feature:
  • Backlog Manager (ORA_MSC_BACKLOG_MANAGER_JOB)

• Users who are assigned configured job roles that contain this privileges are able to access this feature:
  • Monitor Backlog Management Work Area (MSC_MONITOR_BACKLOG_MANAGEMENT_WORK_AREA_PRIV)

Production Scheduling

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.

Configure Setups for Production Scheduling

Each customer will have different scheduling attributes that are important to them. You can now manage and update attribute information based on your latest scheduling requirements directly within Oracle Cloud Production Scheduling.

You can specify which attributes will be used in the schedule views to support schedule analysis and to drive manual schedule adjustments. These attributes are then available for attribute highlighting in the Gantt chart with work order operations displayed in the colors assigned to their attribute values.

Specify Attributes for Highlighting in Gantt Chart

Click on Attribute Values to assign colors to individual individual attribute values.

Assign Colors to Attribute Values

After you open a schedule, the respective attributes and attribute values can be used for highlighting. In the following example, highlighting occurs for the Thickness attribute values.

Attribute Highlighting Displays Work Order Operations in the Color Assigned to Attribute Values

You can now also view and edit changeover rules directly in Production Scheduling.

View and Edit Changeover Rules Directly in Production Scheduling

The changeover rules get considered during schedule calculation and are visible in the Gantt chart as thin black bars as shown below.

Changeovers Are Indicated Via Thick Black Bars Between Work Order Operations

The benefits of using attributes and attribute value colors are improved schedule analysis, enabling the scheduler to understand specific aspects of the schedule in more efficient manner. Further, being able to verify the defined changeover rules and adjusting them if necessary ensures that resource capacity is correctly reflected in the finite-capacity 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.

Key Resources

• Watch Configure Setups for Production Scheduling 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:
  • 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 Maintenance Work Orders

Maintenance work orders support equipment maintenance on the shop floor. For example, maintenance work orders can be issued to repair a drill press, inspect welding equipment, or lubricate a milling machine. With this update, you can schedule maintenance work orders in Oracle Cloud Production Scheduling.

Maintenance schedulers often experience reduced scheduling cycle time and improved schedule quality with the ability to manually refine the maintenance 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.

Key Resources

• Watch Manage Maintenance Work Orders Readiness Training

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 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)
  • Maintenance Manager (ORA_MNT_MAINTENANCE_MANAGER_JOB)

• Users who are assigned configured job roles that contain these privileges are able to access this feature:
  • 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 Maintenance Work Definitions (MNT_MANAGE_MAINTENANCE_WORK_DEFINITIONS_PRIV)
  • Manage Maintenance Work Order Operations (MNT_MANAGE_MAINTENANCE_WORK_ORDER_OPERATIONS_PRIV)
  • Manage Maintenance Work Orders (MNT_MANAGE_MAINTENANCE_WORK_ORDER_HEADERS_PRIV)
  • Manage Work Order Statuses    WIS_MANAGE_WORK_ORDER_STATUSES_PRIV)
  • View Maintenance Work Centers (MNT_VIEW_MAINTENANCE_WORK_CENTERS_PRIV)
  • View Maintenance Work Definitions (MNT_VIEW_MAINTENANCE_WORK_DEFINITIONS_PRIV)
  • View Maintenance Work Orders (MNT_VIEW_MAINTENANCE_WORK_ORDERS_PRIV)

Project-Driven Supply Chain

Project-Driven Supply Chain is an end-to-end, integrated solution across the Oracle Supply Chain Management Cloud and Oracle 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.

Plan Safety Stock Using Days of Cover

The only element of a supply chain that is constant is the variability of supply and demand. Safety stock is an important strategy to hedge against unexpected events. With this update, you can plan for safety stock using the days of cover paradigm in a project-driven supply chain that can be used by any project. This feature enables you to quickly release stock when unexpected demand arises in a project.

Watch a Demo

Hedge against supply or demand variability in a project-driven supply chain. 

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 planning safety stock using days of cover:
  • Collect items with Hard Pegging Level set to an option other than None and Allow Use of Common Supplies as Yes and with Item attributes for planning Days of Cover safety stock.   
  • Create unconstrained Supply Plan or Demand and Supply Plan.   
  • Assign a project-based netting rule to the plan.   
  • Run the plan.

Tips And Considerations

The Plan Safety Stock Using Days of Cover 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 Plan Safety Stock Using Days of Cover 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)

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.

Security Checking on REST Child Resources

Prior to update 21B, all Supply Chain Planning REST services checked privileges on the root REST resource only. As long as the user had at least one of the privileges associated with the root resource, then the user had access to all child resources using the REST service. Starting in 21B, privileges on some of the child resources will be enforced.

For example, to use a REST service to update supply within a supply plan, a user now needs the privilege associated with the supplyPlans REST service (MSC_RUN_PLAN_WITH_SNAPSHOT_PRIV) as well as the privilege associated with the PATCH action of the PlanningSupplies REST service (MSC_EDIT_DEMANDS_AND_SUPPLIES_PRIV). If, after update to 21B, a user can’t access the PlanningSupplies REST service, then the security administrator should ensure that the user has the Edit Demands and Supplies (MSC_EDIT_DEMANDS_AND_SUPPLIES_PRIV) privilege.

The affected root resources are:

• Plan Inputs (planInputs)
• Simulation Sets (simulationSets)
• Supply Plans (supplyPlans)
• Demand and Supply Plans (demandAndSupplyPlans)
• Replenishment Plans (replenishmentPlans)

The privileges associated with the Supply Chain Planning REST services are documented in the Job Roles and Privileges section of the REST API for Oracle Supply Chain Management Cloud guide.

Bug reference: 32284716

Sales and Operations Planning

Simulate with Safety Stock Measure Data from Supply Planning

You can seamlessly use the most current detailed safety stock information generated in supply plans to simulate aggregate planning scenarios in sales and operations plans.

Run the Load Measures from Other Plans process to copy data from the Safety Stock measure in a supply plan to the Adjusted Safety Stock measure in a sales and operations plan. You can then run a sales and operations plan simulation to update supply measures such as Projected Available Balance.

Watch a Demo

Incorporate safety stock into the sales and operations process for aggregate planning and confident supply reviews.

Steps to Enable

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

Tips And Considerations

• The Create new combinations check box in the Load Measures from Other Plans process doesn't insert new item and organization combinations in the target sales and operations plan. You can add new item and organization combinations to your plan by either editing Plan Organizations and Plan Items in plan options or adding components to the bill of resources.

• You can create and save your measure mapping in a measure copy set so that you don't have to create it every time you run the Load Measures from Other Plans process.

• To quickly run the Load Measures from Other Plans process, you can apply a previously saved measure copy set, and then run the process.

• You can schedule the process to load measures, the Orchestrate Load Measures Processes process, for one time or on a repetitive schedule at different frequencies, from the Scheduled Processes UI in the Scheduled Processes work area.

• You can configure a job set that contains the Orchestrate Load Measures Processes job followed by the Batch Run Plan job to sequence and automate these planning processes.

• You can also automate both the Load Measures Jobs and the Sales and Operations Plans Runs processes using REST services.

Key Resources

• Watch Simulate with Safety Stock Measure Data from Supply Planning Readiness Training

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:
  • 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 and to run a plan simulation
  • Monitor Sales and Operations Planning Work Area (MSC_MONITOR_SALES_AND_OPERATIONS_PLANNING_WORK_AREA_PRIV)

Purge Collected Measure Data Within a Selected Time Range

To maintain satisfactory performance of your Oracle Cloud Supply Chain Planning applications, it’s important that you remove measure data that is no longer needed from the database. With this update, the existing batch process Purge Data Repository is enhanced with more flexibility to filter which data to purge. You can now specify the logical parameters By Number of Days in the Past, By Number of Days in the Future, or By Date Range to enable granular control of the time span of data to be purged.

Purge Data Repository UI (Navigation: Tools > Scheduled Processes > Schedule New Process)

Reduce data volumes and ensure a healthy supply chain planning system by removing measure data no longer needed.

Steps to Enable

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

Key Resources

• The Purge Collected Measure Data Within a Selected Time Range 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 any of these privileges are able to access this feature:
  • Monitor Demand Management Work Area (MSC_MONITOR_DEMAND_MANAGEMENT_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 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)

Show and Hide Levels for Filters on Tables and Graphs

When analyzing a plan, it’s desirable to quickly enable and disable the filter levels that are available for analysis. Previously, you needed to use the Configure Table user interface to enable and disable the filter levels which wasn’t as quick a process as desired by many planners. With this update, you can now use new options available right in the table View menu to quickly enable or disable the configured filter levels in the filter bar of tables and graphs.

New Filters Item in the View Menu for a Table

Improve your planner productivity by readily showing or hiding filter levels in tables and graphs.

Steps to Enable

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

Tips And Considerations

• Existing behavior isn't impacted by the new capabilities which are backwards compatible.

• The Show and Hide Levels for Filters on Tables and Graphs feature introduces a new item on the View menu of tables and graphs named Filters that enables you to toggle filters on and off.

• Use the Save Layout action to save the current setting for each filter level.

• When a hidden level is shown, it's displayed in the same position on the filter bar that it was in when it was hidden.  However, if the layout of the table or graph was changed after hiding the level, and it's not possible to display the level in the same position, then it will be displayed as the last level on the filter bar.

• If there are any unsaved manual edits, then you'll be prompted to save them before hiding or showing a filter level. If you don't save these edits, then they'll be lost.

• The existing Set Page Filter to Base Model option that's used to include the Base Model as a page filter when viewing a model BOM in a table isn't affected by this feature. It will operate independently. The Base Model level won't be listed in the new Filters item.  However, for convenience, the Set Page Filter to Base Model option on the View menu has been repositioned so that it's listed immediately below the new Filters option.

Key Resources

• The Show and Hide Levels for Filters on 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)

There are no new security privileges needed to access this enhancement. Users who currently have access to planning tables and graphs will automatically be able to use this feature.

Manage Simulation Changes for Supplier Items Using a REST Service

Oracle Supply Chain Planning Cloud applications may need to coexist with other enterprise applications that you have. You can use technologies, such as file-based data import (FBDI) or REST API, to enable integrations with other applications. With this update, you can add, change, or delete supplier items in the context of simulation sets using the child resource Supplier Items under the REST API resource Simulation Sets using the REST operation POST, PATCH, or DELETE.

You can use this Supplier 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.

Key Resources

• The Manage Simulation Changes for Supplier Items Using a 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

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)

• Users who are assigned configured job roles that contain these privileges are able to access this feature:
  • View Supplier Information (MSC_VIEW_SUPPLIER_INFORMATION_PRIV)
  • Edit Supplier Information (MSC_EDIT_ SUPPLIER_INFORMATION_PRIV _PRIV)

Format Measures to Preserve User-Level Changes

When you format measures in a planning table or graph, the expectation is that your measure formatting can’t be overridden by another user. With this update, Oracle Cloud Supply Chain Planning ensures that any formatting changes done by other users, including the owner of the table or graph, don’t take precedence over your changes.

For example, you can override a measure's name and unit of measure. If you're the owner of the table, then this change is visible to you and other users that don't have their own formatting. If you're not the owner of the table, then this change is visible only to you.

Fine-tune measure formatting to reflect your individual user preferences.

Steps to Enable

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

Tips And Considerations

• Previously measure formatting was specific to a table or graph, not a specific user.
• Upon updating to 21B, existing measure formatting will be considered as the table or graph owner's formatting.

Key Resources

• The Format Measures to Preserve User-Level Changes 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:
  • Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
  • Materials Planner (ORA_MSC_MATERIALS_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)

• Users who are assigned configured job roles that contain these privileges are able to access this feature:
  • Maintain Planning Tables (MSC_MAINTAIN_PLANNING_TABLES_PRIV)

Import Data Into a Planning Table Using Batch Mode

You may find it more comfortable to work with desktop applications, such as Microsoft Excel, when working with large volumes of data. With this update, you can import a file with the same format as the planning table you are working with after you are done editing it. This file import process is optimized for performance because it’s loaded in the background while you are working on other tasks in Oracle Cloud Supply Chain Planning. This new enhancement enables you to completely work offline by exporting the data from a planning table to Excel, perform a large number of edits, and then import it back into the same table.

Improve your efficiency by working offline when editing large volumes of data and importing changes back to the cloud.

Steps to Enable

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

Tips And Considerations

• The file being imported should be a Microsoft Excel file with the .xlsx file extension and in exactly the same format as the pivot table including the levels and the exact member combinations and their order listed in the column and row headers of the table. All member names, such as item names and time periods, have to be present in the same order in the file being imported even if there are no updates for those combinations. Typically, you can achieve the required order by exporting the table, making the edits offline, and then using the same file for import.

• Pivot tables with page filters are currently not enabled for import. To use the table for import, remove the page filter or use member filters in the table configuration.

Key Resources

• The Import Data into a Planning Table using Batch Mode readiness training available on Oracle Cloud Readiness for Supply Chain Planning.

Role Information

There are no new roles or security privileges associated with this feature. All users who currently have access to the planning tables will automatically have access to this capability.

Extract Planning Measure Data from Plan Output

Planning information is an important component of supply chain analytics. It’s important to not only analyze what has happened in the past, but using planning information, such as forecasts and the supply plan, you can also evaluate the future. You can now extract plan data to Oracle Universal Content Management in the CSV data format. This extract includes measure data including any measures you configured. Additionally, supporting information, such as hierarchies for multidimensional analysis is also exported. With this information, you can now enable your own supply chain data lake or data warehouse tool of your choice.

Enable enterprise-wide planning data visibility in a data warehouse by extracting planning information from Oracle Cloud Supply Chain Planning.

Steps to Enable

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

Tips And Considerations

• The dimension and measure catalogs for extract need to contain only the required hierarchies and measures for extract. They should contain a subset of the hierarchies and measures included in the plan definition. 

• The number of hierarchies for a single dimension and the number of levels in a hierarchy are limited to 10 each.

Key Resources

• The Extract Planning Measure Data from Plan Output 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. A new security privilege, Extract Planning Data, was added to these roles:
  • Planning Administration (ORA_MSP_PLANNING_ADMINISTRATION_DUTY)
  • Supply Chain Planning Application Administrator (ORA_MSC_SUPPLY_CHAIN_PLANNING_APPLICATION_ADMINISTRATOR_JOB)
  • Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
  • 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 this new privilege are able to access this feature:
  • Extract Planning Data (MSC_EXTRACT_PLANNING_DATA_PRIV)

Extract Available Sources for an Item Organization Using a REST Service

Oracle Cloud Supply Chain Planning 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 extract available upstream sources, and their attributes, associated with a sourcing rule assignment using the resource Supply Sources.

While querying this REST resource with the finder called findSources, you need to provide values for three parameters:

• Assignment Set Name
• Item Name
• Organization Code

The REST service will then provide the most specific set of sourcing rules for the combination of these parameters.

You can use this Item Sources 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.

Key Resources

• The Extract Available Sources for an Item Organization Using a 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

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:
  • Planning Administration (ORA_MSP_PLANNING_ADMINISTRATION_DUTY)
  • Supply Chain Planning Application Administrator (ORA_MSC_SUPPLY_CHAIN_PLANNING_APPLICATION_ADMINISTRATOR_JOB)
  • Sales and Operations Planner (ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB)
  • Supply Chain Planner (ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB)
  • Materials Planner (ORA_MSC_MATERIALS_PLANNER_JOB)
  • Order Promising Manager (ORA_MSC_ORDER_PROMISING_MANAGER_JOB)

• Users who are assigned configured job roles that contain this privilege are able to access this feature:
  • View Planning Sourcing Rule (MSP_VIEW_PLANNING_SOURCING_RULE_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.

Security Checking on REST Child Resources

Prior to update 21B, all Supply Chain Planning REST services checked privileges on the root REST resource only. As long as the user had at least one of the privileges associated with the root resource, then the user had access to all child resources using the REST service. Starting in 21B, privileges on some of the child resources will be enforced.

For example, to use a REST service to update supply within a supply plan, a user now needs the privilege associated with the supplyPlans REST service (MSC_RUN_PLAN_WITH_SNAPSHOT_PRIV) as well as the privilege associated with the PATCH action of the PlanningSupplies REST service (MSC_EDIT_DEMANDS_AND_SUPPLIES_PRIV). If, after update to 21B, a user can’t access the PlanningSupplies REST service, then the security administrator should ensure that the user has the Edit Demands and Supplies (MSC_EDIT_DEMANDS_AND_SUPPLIES_PRIV) privilege.

The affected root resources are:

• Plan Inputs (planInputs)
• Simulation Sets (simulationSets)
• Supply Plans (supplyPlans)
• Demand and Supply Plans (demandAndSupplyPlans)
• Replenishment Plans (replenishmentPlans)

The privileges associated with the Supply Chain Planning REST services are documented in the Job Roles and Privileges section of the REST API for Oracle Supply Chain Management Cloud guide.

Bug reference: 32284716