Oracle Supply Chain Management Cloud: Plan to Produce

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1 Oracle Supply Chain Management Cloud: Plan to Produce (Includes Manufacturing, Planning, Inventory and Cost Management, Supply Chain Financial Orchestration, and Advanced Fulfillment) What s New in Release 11 March 2016

2 TABLE OF CONTENTS REVISION HISTORY... 5 OVERVIEW... 6 Give Us Feedback... 6 RELEASE FEATURE SUMMARY... 7 PLAN TO PRODUCE MANUFACTURING Definition of the Discrete Manufacturing Process Use Adaptable Operations Model for Manufacturing Plants Visually Design the Discrete Manufacturing Process Automate Item Structure Change Notifications to Manufacturing Import Work Definitions Through Spreadsheets Execution of the Discrete Manufacturing Process Manage Work Orders Simplified Reporting of Production Tasks Maintain Tight Control of Serialized Products Lean Execution with Orderless Transactions Plan for Production Costs Integrate Seamlessly with Services Use Embedded Social Collaboration in Manufacturing Run Contract Manufacturing Run Configure-to-Order PLANNING Integrate Demand and Supply Planning Forecast Demand Calculate Safety Stock Plan Supply Customize Your Plan Scope to Meet Business Needs Monitor Supply Chain Performance Monitor Supply Chain Performance at the Aggregate Level Use Guided Navigation to Analyze Root Causes Use Spreadsheet Tools to Analyze Data Configure Embedded Analytics Respond to Changing Conditions Simulate Alternative Supply Chain Scenarios Simulate Supply and Demand Scenarios and Get Intelligent Recommendations Manage by Exception Use Notes to Collaborate with Other Planners Use Oracle Social Network to Collaborate with Cross-Functional Users Integrate Planning and Fulfillment Collect Data from Integrated Oracle Supply Chain Management Cloud Products Collect Data from External Data Sources Release Recommendations to Fulfillment Sources COST MANAGEMENT Use Standard Cost Estimation and Rollup

3 Iteratively Estimate Manufacturing Standard Costs Import Material Costs Spreadsheets Prioritize Work Definitions in Cost Rollup Use Graphical Views of Rolled-up Cost Control Budgets for Receipt Transactions Control Budgets for Receipt Transactions Use Encumbrance Accounting for Receipt Transactions Cost Manufacturing Work Orders View Reports for Work Order Costs Valuate Partial Completions for Work Orders Valuate Scrap for Work Orders View Reports for Inventory That Is Work-in-Process View Detailed Variances Manage Landed Costs Apply Landed Cost Charges to Purchase Order Receipts Enter Landed Cost Charges in Trade Operations Allocate Charges and Taxes to Receipts Accrue Charges and Taxes for Landed Costs View Purchase Order Receipts for Landed Costs Apply Charges for Landed Costs to Receipts Flag Third-Party Invoices That Require Landed Cost Processing Transfer Supplier Invoice Information from Payables Match Invoice Lines to Receipts SUPPLY CHAIN FINANCIAL ORCHESTRATION Define Multinode Financial Flows Simplified Modeling of Financial Flow Unified User Interface for Monitoring and Managing Exceptions Support for Internal Material Transfers Support for Customer Drop Ship Flow INVENTORY MANAGEMENT Fulfill Orders in Complex Fulfillment Scenarios Support Drop Ships That Travel from Supplier to Customer Fulfill Supply Chain Orders in a Back-to-Back Environment Fulfill Demand in a Configure-to-Order (CTO) Environment Deploy Materials Management Locations More Quickly Support Internal and External Manufacturing Support and Monitor Goods in Manufacturing Facilities Get Visibility Into Contract Manufacturing Operations ADVANCED FULFILLMENT USE CONTRACT MANUFACTURING FLOWS Promise and Plan for Product Manufacturing Automatic Supply Creation and Fulfillment Monitor Production Progress Automatically Manage Changes that Occur in the Supply Chain Plan and Account Costs USE SUPPLIER-TO-CUSTOMER DROP SHIP FLOWS USE CONFIGURE-TO-ORDER FLOWS Capture and Manage Customer Orders for Configured Products Automatically Create Items for Specific Configurations

4 Promise and Source Configurations Plan Demand and Supply for the Configure-to-Order Process Automatically Create Supply for Configured Products Maintain Configured Item Data Support Transactional Item Attributes USE BACK-TO-BACK FLOWS Planning and Promising Back-to-Back Orders Automate Supply Orders Automatically Reserve Inventory Manage Change in Real Time Provide Fulfillment Visibility USE INTERNAL MATERIAL TRANSFER FLOWS Use Multiple Transfer Sources Configure Transfer Processing Use a Simplified Transfer Process Get Visibility to Order Promising and Planning Transfer Consigned Inventory Automate Transfer Pricing Centralize Transfer Management Configure Transfer Flow Integrate Sales Order Fulfillment Flexible Return Transfers Configure Transfer Accounting Monitor Trade Flow Costs SUPPLY CHAIN ORCHESTRATION Automatically Create Supply for Each Predefined Process Configure Supply Chain Rules Use Real-Time Change Management Get Full Visibility Into End-to-End Supply Processes SIMPLIFIED SETUP

5 REVISION HISTORY This document will continue to evolve as existing sections change and new information is added. All updates are logged below, with the most recent updates at the top. Date What s Changed Notes 01 MAR 2016 Initial Document Creation 5

6 OVERVIEW This guide outlines the information you need to know about new or improved functionality, including support for the Plan to Produce business flow, in Oracle Supply Chain Management Cloud Release 11. 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. 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. 6

7 RELEASE FEATURE SUMMARY Some of the new Release 11 features are automatically available to users after the upgrade, and some require action from the user, the company administrator, or Oracle. The following table offers a quick view of the actions required to enable each of the Release 11 features. Feature Plan to Produce Manufacturing Definition of the Discrete Manufacturing Process Use Adaptable Operations Model for Manufacturing Plants Visually Design the Discrete Manufacturing Process Automate Item Structure Change Notifications to Manufacturing Import Work Definitions Through Spreadsheets Execution of the Discrete Manufacturing Process Manage Work Orders Simplified Reporting of Production Tasks Maintain Tight Control of Serialized Products Lean Execution with Orderless Transactions Plan for Production Costs Integrate Seamlessly with Services Automatically Available Action Required to Enable Feature End User Action Required Administrator Action Required Use Embedded Social Collaboration in Manufacturing Run Contract Manufacturing Run Configure-to-Order Planning Integrate Demand and Supply Planning Forecast Demand Calculate Safety Stock Plan Supply Customize Your Plan Scope to Meet Business Needs Monitor Supply Chain Performance Monitor Supply Chain Performance at the Aggregate Level Use Guided Navigation to Analyze Root Causes Use Spreadsheet Tools to Analyze Data Configure Embedded Analytics Respond to Changing Conditions Simulate Alternative Supply Chain Scenarios Oracle Service Request Required 7

8 Action Required to Enable Feature Feature Simulate Supply and Demand Scenarios and Get Intelligent Recommendations Manage by Exception Use Notes to Collaborate with Other Planners Use Oracle Social Network to Collaborate with Cross- Functional Users Integrate Planning and Fulfillment Collect Data from Integrated Oracle Supply Chain Management Cloud Products Collect Data from External Data Sources Release Recommendations to Fulfillment Sources Cost Management Use Standard Cost Estimation and Rollup Iteratively Estimate Manufacturing Standard Costs Import Material Costs Spreadsheets Prioritize Work Definitions in Cost Rollup Use Graphical Views of Rolled-up Cost Control Budgets for Receipt Transactions Control Budgets for Receipt Transactions Use Encumbrance Accounting for Receipt Transactions Cost Manufacturing Work Orders View Reports for Work Order Costs Valuate Partial Completions for Work Orders Valuate Scrap for Work Orders View Reports for Inventory That Is Work-in-Process View Detailed Variances Manage Landed Costs Apply Landed Cost Charges to Purchase Order Receipts Enter Landed Cost Charges in Trade Operations Allocate Charges and Taxes to Receipts Accrue Charges and Taxes for Landed Costs View Purchase Order Receipts for Landed Costs Apply Charges for Landed Costs to Receipts Flag Third-Party Invoices That Require Landed Cost Processing Transfer Supplier Invoice Information from Payables Match Invoice Lines to Receipts Supply Chain Financial Orchestration Define Multinode Financial Flows Simplified Modeling of Financial Flow Unified User Interface for Monitoring and Managing Automatically Available End User Action Required Administrator Action Required Oracle Service Request Required 8

9 Feature Exceptions Support for Internal Material Transfers Support for Customer Drop Ship Flow Inventory Management Fulfill Orders in Complex Fulfillment Scenarios Support Drop Ships That Travel from Supplier to Customer Fulfill Supply Chain Orders in a Back-to-Back Environment Fulfill Demand in a Configure-to-Order (CTO) Environment Deploy Materials Management Locations More Quickly Support Internal and External Manufacturing Support and Monitor Goods in Manufacturing Facilities Get Visibility into Contract Manufacturing Operations Advanced Fulfillment Use Contract Manufacturing Flows Promise and Plan for Product Manufacturing Automatic Supply Creation and Fulfillment Monitor Production Progress Automatically Manage Changes that Occur in the Supply Chain Automatically Available Action Required to Enable Feature End User Action Required Administrator Action Required Plan and Account costs Use Supplier-to-Customer Drop Ship Flows Use Configure-to-order Flows Capture and Manage Customer Orders for Configured Products Automatically Create Items for Specific Configurations Promise and Source Configurations Plan Demand and Supply for the Configure-to-Order Process Automatically Create Supply for Configured Products Maintain Configured Item Data Support Transactional Item Attributes Use Back-to-Back Flows Planning and Promising Back-to-Back Orders Automate Supply Orders Automatically Reserve Inventory Manage Change in Real Time Provide Fulfillment Visibility Use Internal Material Transfer Flows Oracle Service Request Required 9

10 Action Required to Enable Feature Feature Use Multiple Transfer Sources Configure Transfer Processing Use a Simplified Transfer Process Get Visibility to Order Promising and Planning Transfer Consigned Inventory Automate Transfer Pricing Centralize Transfer Management Configure Transfer Flow Integrate Sales Order Fulfillment Flexible Return Transfers Configure Transfer Accounting Monitor Trade Flow Costs Supply Chain Orchestration Automatically Create Supply for Each Predefined Process Configure Supply Chain Rules Use Real-Time Change Management Get Full Visibility into End-to-End Supply Processes Simplified Setup Automatically Available End User Action Required Administrator Action Required Oracle Service Request Required 10

11 PLAN TO PRODUCE The Plan-to-Produce business flow is now available in Release 11. Several new products in the Oracle Manufacturing Cloud and Oracle Supply Chain Planning Cloud solutions enable you to plan, schedule, and manage your discrete manufacturing operations and optimize your supply chain. Advanced fulfillment features, such as contract manufacturing and back-to-back shipments, optimize the flow of your organization s transactions and enable you to capture and analyze landed costs. A simplified setup helps you quickly set up supply chain common components, as well as basic features of inventory, manufacturing, and cost management. MANUFACTURING Oracle Manufacturing Cloud delivers core discrete manufacturing capabilities that enable you to efficiently set up, manage, and operate your production operations, and to connect through social collaboration tools. Oracle Manufacturing Cloud supports both in-house manufacturing and contract manufacturing. The key features and capabilities are described in the following sections. DEFINITION OF THE DISCRETE MANUFACTURING PROCESS Manufacturing engineers can use an intuitive interface that includes visualization and web-based tools to build a foundation of manufacturing plant data, and to design a discrete manufacturing process for the products being built in the plant. The following page is the Work Definition Overview page that manufacturing engineers use for their daily tasks. 11

12 Work Definition Overview page USE ADAPTABLE OPERATIONS MODEL FOR MANUFACTURING PLANTS Oracle Manufacturing Cloud provides the ability to define the manufacturing plant and associated setup using an easy standard data model resulting in reduced setup time, and allows to adapt to changing business processes and market conditions. This allows the manufacturing engineer to define, view, and update the manufacturing plant data and the relationships that exist between entities, including the following items: Manufacturing Plant - You can define a plant to specify manufacturing setup data, run manufacturing processes, and support materials management. Configure plant parameters that determine the behavior of work definitions, work orders, and work execution. Use a plant calendar to schedule production resources. Manufacturing Calendar - You can define a manufacturing calendar to include work days, shifts, and exceptions. Work Areas You can define work areas to represent locations in the plant, in which multiple work centers comprise each work area. 12

13 Work Centers - You can define each work center, such as a department or production line, where manufacturing operations are performed. Each work center comprises of production resources that maintain capacity and availability. Production Resources You can define the generic equipment or labor resources that your organization uses in production. You can define resource calendar exceptions, such as training, according to day or shift. You can also define and view resource rates in Oracle Fusion Cost Management. Standard Operations You can create a predefined library of standardized production operations and their resources and usages so that you can add them to work definitions and work orders. Automatically propagate subsequent changes that occur in a standard operation, to the work definitions that reference it. STEPS TO ENABLE The first step is to define the manufacturing plant. Inventory organizations always represent facilities for the shipping and receiving of goods. When these facilities additionally manufacture goods, the organization must first indicate that it represents a manufacturing plant. You must follow these steps to enable an inventory organization as a manufacturing plant, and define its parameters: 1. In the Navigator, select Setup and Maintenance. 2. Enter Manage Inventory Organizations in the search field. 3. Click the Manage Inventory Organizations task. 4. Search for the inventory organization and click Manage Organization Parameters. 5. Enable the inventory organization as a Manufacturing Plant. Click Save. 13

14 Enable an Inventory Organization as a Manufacturing Plant 6. In the Navigator, select Setup and Maintenance. 7. Enter Manage Plant Parameters in the search field. 8. Click the Manage Plant Parameters task. 9. Select the Manufacturing Plant and set up the parameters. Click Save. 14

15 Set up Manufacturing Plant Parameters KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. VISUALLY DESIGN THE DISCRETE MANUFACTURING PROCESS Manufacturing engineers can visually design a work definition that represents the discrete manufacturing process, materials, and resources needed to make a standard or assemble-to-order product. With simple drag-and-drop interactions and data visualization views, you can easily build a sequence of operations and specify how each operation is executed. For example, use push or pull components, count point or backflush materials, automatic resource charging, and product serialization. Based on planning and costing priorities, the manufacturing engineer can define primary and alternate production processes to make the product. Manufacturing lead times are calculated for the primary work definition. Work definition versioning is used to monitor and implement the changes that occur to the manufacturing process. The work definition report includes information on all the operations and associated material and resource requirements that can be shared internally within the enterprise, or externally with contract manufacturers. 15

16 Work Definition - Visual design of the manufacturing process STEPS TO ENABLE No steps are required to enable this feature. AUTOMATE ITEM STRUCTURE CHANGE NOTIFICATIONS TO MANUFACTURING Worklist notifications of item structure changes are generated when there are changes made to the item structure used in manufacturing work definitions. Any user who has the Manufacturing Engineer role receives these notifications for the manufacturing plants they have access to. The manufacturing engineer can then assess the item structure change impact on the work definition, and make necessary changes. STEPS TO ENABLE 1. Navigate to Manufacturing Work Definition work area. 2. From the task list, select Process Item Structure Changes to Work Definitions. 3. This process can be run on demand or be scheduled to run at a specific day or time. IMPORT WORK DEFINITIONS THROUGH SPREADSHEETS Oracle Application Development Framework Desktop Integrator (ADFDi) allows users to mass create and update work definitions and their operations, items, and resources using a Microsoft Excel spreadsheet. The work definitions are uploaded into and downloaded from the Oracle Manufacturing Cloud. 16

17 STEPS TO ENABLE No steps are required to enable this feature. EXECUTION OF THE DISCRETE MANUFACTURING PROCESS Oracle Manufacturing Cloud provides capabilities that allow production supervisors and production operators to manage, execute and report production activities through an enhanced user interface with focus on productivity. The overview page in the Work Execution work area serves as a landing page for shop floor personnel to monitor production activities. The page provides insight into plant, work area, work center level production information, and lists all the actions that are available as work execution tasks based on the roles and privileges granted to the user. Work Execution Overview page MANAGE WORK ORDERS This feature provides robust capabilities that allow production supervisors to efficiently create and manage work orders. Production supervisors can search work orders using basic or advanced search, and personalize and save the search criteria. In addition, they can create standard and nonstandard 17

18 work orders, update or edit work order operations, update or edit priorities, edit and manage work order status, pre-assign serial numbers, view production progress, monitor production transaction history, and print component lists and work order travelers. STEPS TO ENABLE No steps are required to enable this feature. SIMPLIFIED REPORTING OF PRODUCTION TASKS To enable better productivity of production supervisors and operators, a tablet friendly user interface with visual cues that requires minimal navigation and steps to report production tasks has been provided. The dispatch list gives operators a single location where they can view production priorities and run production tasks for their work center and their shift. The operator can start and end the day with only the dispatch list. The operators can record all production activities for work orders, such as operation completions, scrap, reject, material, and resource transactions. To aid the execution of the daily tasks, operators can print work order traveler, labels and other production documents. Use ready-to-use integration with scanning devices, to get touchless reporting data on material transactions, for components that are controlled by serial numbers or lot numbers. Dispatch list of work order operations 18

19 STEPS TO ENABLE No steps are required to enable this feature. MAINTAIN TIGHT CONTROL OF SERIALIZED PRODUCTS For manufacturing environments that require the assembly to be tracked through the entire production process using serial numbers, Oracle Manufacturing Cloud allows users to identify in work definitions and work order the operation from which serial tracking must be enabled. Throughout the execution process, the serial tracking is enforced in operation completions, material and resource transactions. Assembly serial number tracking in material transaction STEPS TO ENABLE No steps are required to enable this feature. LEAN EXECUTION WITH ORDERLESS TRANSACTIONS For manufacturing environments where lean execution is preferred and production activities and progress are not tracked through work orders, Oracle Manufacturing Cloud provides orderless transactions to complete assemblies and backflush material and resource transactions. 19

20 STEPS TO ENABLE No steps are required to enable this feature. PLAN FOR PRODUCTION COSTS In order to estimate, record, and monitor production costs, Oracle Manufacturing Cloud provides comprehensive cost management capabilities for cost planning and work order costing. For additional details, please refer to the Cost Management section of this document. INTEGRATE SEAMLESSLY WITH SERVICES In manufacturing environments where information is brought in from third party or external systems, Oracle Manufacturing Cloud provides web services and prebuilt Microsoft Excel templates to import work definitions, work orders, and work order transactions. USE EMBEDDED SOCIAL COLLABORATION IN MANUFACTURING Using the powerful platform of social collaboration, internal stakeholders within the enterprise and external manufacturing partners can collaborate using Oracle Social Network. Work definition and work order are the entities in the Oracle Manufacturing Cloud that have been enabled for social collaboration. STEPS TO ENABLE 1. In the Navigator, select Setup and Maintenance. 2. Enter Manage Oracle Social Network Objects for Supply Chain Management in the search field. 3. Click the Manage Oracle Social Network Objects for Supply Chain Management task. 4. Expand the Common Work Execution node and enable the Work Order object. 5. Expand the Common Work Setup node and enable the Work Definition object. Click Save. RUN CONTRACT MANUFACTURING In contract manufacturing, the original equipment manufacturer (OEM) outsources manufacturing of a product to a supplier, also called a contract manufacturer. Oracle Manufacturing Cloud and other Oracle SCM Cloud applications provide features to define, monitor, and execute this business process. For additional details, please refer to Use Contract Manufacturing Flows in the Advanced Fulfillment section of this document. RUN CONFIGURE-TO-ORDER The Configure-to-Order process supports the business flow to capture orders for configured products and fulfilling them through the use of the Oracle SCM Cloud. If the configured product is fulfilled through a make order, Oracle Manufacturing Cloud is used for the work definition and work execution 20

21 of the configured product. For additional details, refer to Use Configure-to-Order Flows in the Advanced Fulfillment section of this document. 21

22 PLANNING Oracle Fusion Planning Central is a complete manufacturing planning solution for industrial, high technology, and other discrete manufacturing companies. It combines forecasting, inventory, and supply planning with a multidimensional analytics framework so that you can balance supply and demand, while simultaneously deriving management insight into your supply chain. You can use Planning Central to do the following: Forecast demand accurately Plan for manufacturing of products and procurement of components Respond effectively to the changes that occur in supply and demand You can use social collaboration to significantly improve the speed and the quality of decisions. You can use embedded analytics and intelligent recommendations to communicate complex supply chain information in a simple business format. Planning Central uses tight integration with other Oracle Supply Chain Management Cloud applications to bridge the gap between planning and execution. With Planning Central, you can automatically release orders to execute material transfers, factory work orders, or purchase requisitions. INTEGRATE DEMAND AND SUPPLY PLANNING Increase forecast accuracy, reduce inventory levels, and increase customer service levels for your enterprise. You can forecast demand and plan for supply in an integrated environment, and in nearly real time. FORECAST DEMAND The following capabilities enable you to accurately forecast demand. Improved forecasting accuracy increases customer satisfaction, reduces shipping costs, and minimizes inventory. AUTOMATED FORECAST GENERATION You can use an accurate statistical forecasting engine to automate forecast generation for shipments or bookings. Planning Central offers built-in techniques for outlier detection, and uses cutting edge statistical forecasting methodology to determine a forecast that incorporates seasonal trends and minimizes forecast error. You can pick one or more forecasting profiles to be executed when calling a Demand or Integrated Demand and Supply Plan. Two seeded forecasting profiles, Forecast Shipments and Forecast Bookings, are available. These profiles generate forecasts based on historical shipments and bookings respectively. You can disable forecast generation for the near future in which changes to the forecast are not actionable. No new forecasts are generated inside this locked horizon when you run the plan. 22

23 Picking a forecasting profile when initiating a plan run Choosing forecast profiles in plan options and configuring locked periods IMPORTANT: Choosing a forecasting profile calls the demand engine and generates a forecast. For larger plans this may take minutes to hours. STEPS TO ENABLE You must run the plan at least once by selecting the Collect Current Data option. 23

24 TIPS AND CONSIDERATIONS The forecasting profiles available for a plan s execution are defined in plans options. Choose only profiles relevant to that plan. Generating a forecast overwrites the previous statistical forecast but leaves manual overrides unchanged, as these represent additional business insights. ENTER FORECAST OVERRIDES You can enter overrides to the forecasts to incorporate additional user and business insights in the forecast. The manually entered forecasts are maintained and persisted independently of the statistical forecasts to maintain data accuracy for auditing, accountability and measurement purposes. Seeded series allow you to override the statistically generated bookings forecast and shipments forecast. When present, the overrides supplant the statistical forecast and are used as the forecast value for supply planning. Entering a forecast to override statistical values You can select and manipulate several forecast values together. You can set your selection to a specific value or adjust its current values up or down. 24

25 Multi cell editing options IMPORTANT: Plan execution resets statistical forecast values but leaves user overrides in place to ensure no loss of data or user effort. STEPS TO ENABLE No steps are required to enable this feature. TIPS AND CONSIDERATIONS Overrides should be used to apply business insight and intelligence which is not available to the statistical forecast generation process. In cases where forecast does not meet expectations, it may be useful to review historical demand to ascertain if errors are present. MANAGE FORECASTS AT AGGREGATE LEVELS You can analyze and enter forecasts at appropriate levels of detail. Planning Central intelligently disaggregates each forecast that entered at a higher level of an analysis hierarchy according to historical proportions and previous forecast values. A Product Family forecast is an example of a higher-level forecast. Planning Central uses the appropriate aggregation mechanism (such as sum or average) to aggregate information when you view forecasts at higher levels. The aggregation and disaggregation capabilities allow you to view forecasts and other measures at a variety of different levels, while maintaining consistent values beneath each view. IMPORTANT: Aggregation and Allocation rules are driven by each measure s definitions. STEPS TO ENABLE No steps are required to enable this feature. 25

26 TIPS AND CONSIDERATIONS For additional insights on the logic used to aggregate and allocate a measure, review the measure s definitions. Most quantity driven measures have an aggregation of Sum, and are disaggregated either by the measure itself or a measure it is tied to. Seeded measures have been configured with appropriate settings to meet typical business expectations for aggregation and allocation. INCORPORATE DATA THAT DRIVES THE FORECAST You can automatically consider factors such as seasonality that can affect historical demand. Understanding these factors is critical in providing a high level of forecast accuracy. The demand forecasting process automatically analyzes historical demands for trends, overall levels, seasonality, and pricing impacts. Two types of seasonality analyzed are day in week and month in year, thus capturing both types of demand patterns when they exist. IMPORTANT: Analysis of demand drivers is done for each combination of product and organization. Results may vary based on the historical demands of each combination. STEPS TO ENABLE No steps are required to enable this feature. TIPS AND CONSIDERATIONS Planning Central analyzes historical demands for the impact of the seeded drivers. For some product and organization combinations, one set of drivers will have an impact, and for other product and organizations other sets will have an impact. This analysis is repeated each time a demand or integrated demand and supply plan is executed. MEASURE FORECAST ACCURACY You can use automated calculations that determine forecast accuracy and highlight forecast quality issues. Planning Central supports the following predefined measures: Mean Absolute Percentage Error (MAPE), Mean Absolute Deviation (MAD), and Forecast Bias. Accuracy metrics are generated for both Shipments Forecast and Bookings Forecast and can be viewed in tables, graphs, and tiles. These accuracy metrics can be viewed at any aggregation level and allow top down analysis of forecast quality and quick identification of problem areas. Combined with the ability to generate an accurate forecast and enter high level overrides, this will improve forecast quality. 26

27 Tree map with drilling capabilities, highlighting MAPE by product category and brand Table displaying MAPE, MAD, and bias 27

28 IMPORTANT: Depending on dimensionality chosen in a table, accuracy metrics are often associated with the unassociated level member. This happens when one of the dimensions in the table is not in the forecast measure. Each time the demand plan is run, error metrics are recalculated based on forecasted and historical demand values. STEPS TO ENABLE No steps are required to enable this feature. TIPS AND CONSIDERATIONS MAPE, MAD, and Bias are generated at the level at which the forecast was generated typically Product and Organization but can be viewed at any dimensionality. When viewed below Product and Organization, the information is linked to the Unassociated member. When viewed above the Product and Organization levels, average is used to aggregate MAPE and bias while sum is used to aggregate MAD. SIMULATE NEW PRODUCT INTRODUCTION You can use the New Product Introduction process to link new products to existing products at organizations and customers. You may introduce a previously unsold product or add an existing product to additional organizations or customers. Planning Central uses existing historical demand of linked products as seed data until sufficient data is available for the new product itself. You can choose which measures are copied from existing to new products and whether to scale the quantities to better fit the business case. 28

29 Choice of organizations and customers at which to launch a new product Choice of measures to copy and scale from an existing product to a new product 29

30 STEPS TO ENABLE Choose an Item in a table, and then choose Manage Product Launch from the Action menu. TIPS AND CONSIDERATIONS While not mandatory, it is recommended that historical data be copied from source to target products to support statistical forecast generation. When copying data, the target measures must be editable measures. The link between a product and organizations or customers can be severed using the same interface which created it. KEY RESOURCES Oracle Supply Chain Planning Cloud Release Training Introduction to Planning Central: Product Overview and Monitoring Supply Chain Performance Oracle Supply Chain Planning Cloud Release Training Introduction to Planning Central: Integrated Demand and Supply Planning Forecast Demand, Calculate Safety Stock, and Manage Plans CALCULATE SAFETY STOCK Increase customer service levels while minimizing the inventory that is required to hedge against unexpected variations in demand. Planning Central can calculate the required buffer stock as follows: Automatically calculate safety stock levels. Planning Central considers demand variability when it calculates safety stock. It uses the Mean Absolute Deviation (MAD), Mean Absolute Percentage Error (MAPE), and arrival rate-based forecast error estimates, as well as service levels that are defined for an item at a facility or alternatively at a global level. Manually set safety stock levels. You can manually set safety stock levels for an item, either in the Product Information Management work area or in Planning Central, when an automated calculation is not appropriate. Planning Central can also use a days of cover paradigm to calculate a time-varying safety stock level that follows demand. You can also import externally calculated safety stock levels. 30

31 Items Page displaying safety stock related attributes STEPS TO ENABLE The following setups are required for Planning Central to calculate statistical safety stock levels: The Item attribute Safety Stock Planning Method should be set to Not MRP Planned. The Supply planning plan option Safety Stock Planning Method should be set to Use Safety Stock Quantities. The safety stock parameters should be specified in the Safety Stock tab of the Plan Options. The following setups are required for Planning Central to calculate safety stock levels based on Days of Cover: The item attribute Safety Stock Planning Method should be set to Days of Cover. The Supply planning plan option Safety Stock Planning Method should be set to Use Safety Stock Quantities. The following setup is required for Planning Central to use imported or manually specified safety stock levels: The item attribute Safety Stock Planning Method should be set to Not MRP Planned. TIPS AND CONSIDERATIONS Imported time-phased safety stock levels are only displayed in the Horizontal Plan. They are not displayed in the Items page, since the Items page does not have a time component. KEY RESOURCES Oracle Supply Chain Planning Cloud Release Training Introduction to Planning Central: Product Overview and Monitoring Supply Chain Performance Oracle Supply Chain Planning Cloud Release Training Introduction to Planning Central: Integrated Demand and Supply Planning Forecast Demand, Calculate Safety Stock, and Manage Plans 31

32 PLAN SUPPLY Balance supply and demand to reduce inventory and prevent out-of-stock situations. Planning Central offers an unconstrained supply planning capability that includes advanced analytical and visualization so that you can quickly identify a supply and demand imbalance, and then quickly resolve it. Use sourcing rules to model and plan for the entire supply chain. Date effective sourcing rules help manage a changing supply chain. Supply chain complexity is managed through the use of sourcing rules, bills of distribution, and assignment sets. Taken together, these forms specify how materials are supplied, manufactured, and transferred across a supply chain. When you create sourcing rules and bills of distribution, you create descriptions of the means by which you will replenish items. Sourcing Rule illustrating Make At, Buy from and Transfer from sources Assign sourcing rules to multiple levels such as items, categories, organizations. For each plan, select the assignment set which defines your supply chain. Consume forecasts with sales orders to get the net demand picture. Spread forecasts when the granularity of the timeframes that Planning Central uses to plan demand are larger than the granularity of the timeframes that it uses to plan supply. Adjust forecasts received from demand planning with the forecast processing planning step to make the forecast suitable for supply planning. This consists of disaggregating the forecast received from demand planning to the day level if desired. And use forecast consumption to reduce the forecast to account for sales orders that have been received. Flexibly set your plan options for forecast spreading and forecast consumption to match your business requirements. 32

33 Recommend new supplies and reschedule or cancel existing supply orders. Planning Central plans to the schedule date on the sales order, and recommends new supply orders. It nets sales orders from forecasts and uses the fixed and variable lead times on the item, and then reschedules or cancels existing supply orders. Planning Central may provide the following recommendations: Create or reschedule a purchase order to source material from a supplier Create or reschedule a transfer order to move material from another organization in your supply chain Create or reschedule a work order to manufacture the product To manually review the plan recommendations and carry out selective release of supplies (such as work orders or planned orders) after running a plan, navigate to the Supplies and Demands page. View and release new planned orders, reschedules and cancelations from the Supplies and Demands page. Detailed selection criteria allow you to find the exact orders that you need to review and release manually. Define your automatic release item-organization attributes to control the automatic release of planned orders from a plan as soon as the plan completes processing. Optionally also include automatic release of reschedules from a plan. All releases automatically create transaction documents in Manufacturing, Purchasing, and Logistics. Define plant schedules, shipping schedules, receiving schedules and carrier schedules for any of your organizations, supplies, customers and carriers. Planning Central uses the schedules to determine the correct dates for replenishments. Planning Central considers effectivity dates on components and selects components that are valid as of the work order start date. Planning Central recognizes expiration dates on inventory lots and does not use the material after the expiration date. Planning Central recognizes sales order reservations to on-hand inventory, work orders, purchase orders, and transfer orders. Reservations are respected by Planning Central and the supply is held for the sales order. Automatically calculate resource requirements. Plan and analyze resource requirements for both existing work orders and new planned orders. Resource requirements for new planned orders are calculated using the work duration and the item manufacturing lead times. Use the Resource Plan to quickly understand when resources are under or over utilized. 33

34 Resource plan table showing Resource Utilization Percentage The details for manufacturing the product, such as work definitions, resources, work centers, and manufacturing calendars in Oracle Manufacturing Cloud, are used as input when doing this resource requirement calculation. Check Resource Overloaded exceptions to understand which resources are overloaded and the duration of the resource overload. Consider safety stock requirements. Planning Central makes sure that the projected inventory over time is not less than the stocking levels specified. Use one of several methods included with Planning Central for defining your safety stock levels. STEPS TO ENABLE 1. Collect planning input data including items, item structures, work definitions, schedules, schedule assignments, shipping methods and transit times, resources and resource availability, suppliers and supplier capacity, sales orders, reservations, on hand, purchase orders, and work orders. 2. Define sourcing rules and sourcing assignment sets. 3. Define supply planning options as described later in this document. TIPS AND CONSIDERATIONS Define plans with a best practice choice for number of days. Choose a number of days that is relevant to the typical lead times and time frame in which you make decisions without defining a plan that is too large. In plan options, use the item selection criterion Demand plan items only or a similar criterion (as opposed to All planned items) in order to minimize plan size. 34

35 KEY RESOURCES Oracle Supply Chain Planning Cloud Release Training Introduction to Planning Central: Product Overview and Monitoring Supply Chain Performance Oracle Supply Chain Planning Cloud Release Training Introduction to Planning Central: Integrated Demand and Supply Planning Plan Supply CUSTOMIZE YOUR PLAN SCOPE TO MEET BUSINESS NEEDS Control the scope of planning so that it meets business needs. Easily change the scope to adapt to changing business conditions. DEFINE PLAN OPTIONS Plan options control the scope of planning and influence the behavior of the planning engines in Planning Central. These options specify the scope of the plan in terms of items, organizations, time horizon, planning measures, and whether to plan both demand and supply separately, or together in an integrated plan. Specifically, you can: Set plan type and scope Configure statistical demand forecasting profiles Configure safety stock planning Configure unconstrained supply planning Access to a plan is secured by user. A public plan is available to all users whereas a private plan is restricted for a list of named users. 35

36 Create a named plan STEPS TO ENABLE Create a plan from the Plans panel drawer in the planner workbench. Alternatively, select the Manage Plans task and use the Create action. TIPS AND CONSIDERATIONS New plans must be run successfully before they can be opened for data analysis. INTEGRATED PLAN MANAGEMENT Use Manage Plans to work with plans and apply actions in a centralized view. You can use this view to: Create plans Copy from existing plans for incremental, what-if simulation Run demand and supply simulations independently Refresh data selectively Approve demand plans Release supply plan recommendations to source 36

37 Manage integrated plans Run integrated plans and refresh data selectively STEPS TO ENABLE Select the Manage Plans task and use the available plan actions. 37

38 TIPS AND CONSIDERATIONS Use the Open plan action to open a plan in its own dynamic tab for data analysis. Use the Edit Plan Options action to edit plan options for an existing plan. A supply plan must be either saved to database or loaded before opening the plan. PLANNING DATA SECURITY Data security is critical to limit user visibility to specific data for analysis. Data Access Sets control the data members that you have access to and are defined by job role. You can be granted access by items, organizations, customers, and suppliers. Security can be configured at different levels of these dimensions using flexible data conditions. Manage Data Access Sets STEPS TO ENABLE 1. Select the Administer Planning Security task from the Plan Inputs work area. 2. Create a new data access set or select an existing one. 3. Edit data access set details by entity. TIPS AND CONSIDERATIONS New job roles need to be created before enabling data security for those roles. 38

39 KEY RESOURCES Oracle Supply Chain Planning Cloud Release Training Introduction to Planning Central: Product Overview and Monitoring Supply Chain Performance Oracle Supply Chain Planning Cloud Release Training Introduction to Planning Central: Integrated Demand and Supply Planning Forecast Demand, Calculate Safety Stock, and Manage Plans MONITOR SUPPLY CHAIN PERFORMANCE Analyze complete supply chain plan performance from demand forecasting to projected fulfillment and capacity utilization using multi-dimensional analysis of key metrics and exceptions at aggregate levels. MONITOR SUPPLY CHAIN PERFORMANCE AT THE AGGREGATE LEVEL Use summary views of data, including color coding, to identify any deviation from enterprise goals, and to quickly interpret enterprise plan performance. Examine future business performance and narrow down problems through an integrated plan summary view. A set of eight predefined tiles have been created to display a snapshot of plan performance including: revenue, margin, forecast attainment, forecast error, demand at risk, inventory turns, rescheduling exceptions, resource utilization, and excess and obsolescence. Plan Summary 39

40 Each predefined tile within the plan summary provides one-click access to graphs that can help you identify the root cause. You can drill inline within a tile s summary graph from a higher level within a hierarchy to lower levels. For example, drill down from a particular product category to individual items within that product category to see performance at an item level. If further investigation is warranted, you can drill from the summary charts into detailed charts or tables. Simply right click on an area within a graph and then select the desired detailed graph or table. Context is passed from the summary graph into the detailed graph or table. You can create your own custom tiles and group them with other seeded or custom tiles to create a customized plan summary that is tailored to the objectives that is important to your company. STEPS TO ENABLE There are no required steps needed to enable this feature. You can open the seeded Plan Summary view using the open action or by selecting the Plan Summary page layout within an open plan. Optionally, minimum and maximum thresholds can be established for the Revenue and Gross Margin measures that will group plan performance into one of three ranges: poor (red), marginal (yellow) or acceptable (green). TIPS AND CONSIDERATIONS Create custom tiles and summary graphs and group them with other seeded or custom tiles to display measures specific to your company s objectives. KEY RESOURCES Oracle Supply Chain Planning Cloud Release Training Introduction to Planning Central: Product Overview and Monitoring Supply Chain Performance USE GUIDED NAVIGATION TO ANALYZE ROOT CAUSES Reduce the time required to analyze the root cause of a problem and to support corporate reporting tasks. Leverage over 50 prepackaged tables and graphs that you can modify to meet your requirements: Analyze root cause. Drill down from the predefined, aggregate infotiles to predefined worksheets that display detailed information that can help you identify the root cause. Use the predefined worksheets to analyze and validate your hypotheses, and to navigate in context to related data. Analyze, update, and view forecast modifications. Use the predefined Forecast Analysis worksheet to analyze and modify each forecast at multiple levels of the hierarchy. Analyze, update, and view supply and demand in aggregate timeframes. Use the predefined Material Plan worksheet to manage supply and demand. This worksheet helps you understand the supply and demand picture in aggregated timeframes, and to 40

41 understand where and when supply and demand are out of balance. You can view the projected supply and demand trends, including projected inventory levels. Optimize resource usage. Use the Resource Plan worksheet to optimize resource requirements and availability. This worksheet helps you understand resource utilization over time, and to take remedial action for over capacity and under capacity situations. Analyze, update, and view supply and demand in detail. Analyze demand and supply pegging at the detailed level of specific sales orders, purchase orders, transfer orders, and planned orders. Use the supply and demand pages to release orders back to Oracle Procurement Cloud and Oracle Manufacturing Cloud. Analyze other data. Use other predefined worksheets to analyze planning data such as items, item structures, work definitions, resources, resource capacity, resource requirements, supply chain bills, suppliers, and supplier capacity. Material Plan STEPS TO ENABLE There are no specific setup steps to enable the Use Guided Navigation to Analyze Root Causes feature. Optionally, you can also create custom worksheets and analytics with personalized formatting to suit specific business requirements. You can create links to and from these worksheets for contextual navigation from other worksheets. TIPS AND CONSIDERATIONS You cannot modify seeded worksheets and analytics. However, you can make copies of these and then configure the copies. KEY RESOURCES Oracle Supply Chain Planning Cloud Release Training Introduction to Planning Central: Product Overview and Monitoring Supply Chain Performance 41

42 USE SPREADSHEET TOOLS TO ANALYZE DATA Use popular spreadsheet tools to analyze, edit, and update planning data, and to improve productivity: Analyze plans offline. Download data from a table for offline analysis. Edit plans and synchronize modifications to Planning Central. Edit the downloaded data, make mass updates in Microsoft Excel, and then upload changes. This capability is available for supply and demand, and items. You can export data from most Planning Central user interface tables into a Microsoft Excel spreadsheet for offline viewing. Within an open plan, you can extract supplies and demands and make edits offline and then upload the changed made in the spreadsheet into Planning Central. Supplies and Demands Edit in Spreadsheet A similar feature is also allowed in simulation set mode to edit item attributes and then upload them to a simulation set which may then serve as input into a Planning Central plan. 42

43 Items Edit in Spreadsheet STEPS TO ENABLE There are no specific setup steps to enable the Edit in Spreadsheet feature. To enable the Edit in Spreadsheet functionality, you need to install Oracle Business Intelligence Desktop Integration plug-in. Please refer to the section on Desktop Integration within the Oracle Business Intelligence implementation guide for more information. TIPS AND CONSIDERATIONS Refer to the Oracle Business Intelligence certification matrix to determine which release(s) of Microsoft Office are compatible. KEY RESOURCES Oracle Supply Chain Planning Cloud Release Training Introduction to Planning Central: Product Overview and Monitoring Supply Chain Performance CONFIGURE EMBEDDED ANALYTICS Use a visual, configurable user interface to increase your productivity. Enable guided problem analysis with in-context drill-through between tables and graphs: Configure the layout of the page to meet your preferences Configure planning dimensions and hierarchies Configure tables for multidimensional data analysis Configure new data analysis tables and graphs 43

44 Configure navigation between tables and graphs and use guided navigation Configure favorite lists, saved query criteria, and analysis sets Configure the layout of the page to meet your preferences. Specify the tables and graphs to display to facilitate holistic analysis. For example, you can analyze Supplies and Demands and Items in the same page. After opening a plan, simulation set or plan inputs, you can see the components of the configurable planner workbench. The Header displays the name of the open entities. The header also includes the page level actions that can be performed. Below the header are Configurable Panes that display information using one to four panes. The page layout field in the header determines the number of panes that are displayed, as well as the content that is displayed in each pane. Use Page Layout to configure the page Configure planning dimensions and hierarchies. Quickly analyze large data sets through a common set of planning dimensions and hierarchies that support aggregate or detailed data analysis. Analyze supply and demand on multiple dimensions. The dimensions available for use in the default dimension catalog include product, organization, customer, supplier, resource, time, order type, and exception type. In the Configure Planning Analytics page, you can create a custom catalog of hierarchies for the dimensions to be used in analysis. The list of the dimensions and hierarchies is called a dimension 44

45 catalog. A dimension catalog can be used in any plan by associating the dimension catalog name to a plan in the plan options. All analytics in that plan use the hierarchies included in the dimension catalog. Configure dimensions for plans Configure tables for multidimensional data analysis. There are over 200 measures available for analysis. These can be used in tables and graphs for analysis. For example, you can analyze demand, inventory, and supply data in a single table. This capability provides consistent views, and allows you to compare and analyze efficiently, including using different units of measure and monetary value. View demand, supply and inventory in a table 45

46 Configure new data analysis tables and graphs. Create new tables, and graphs with data visualization tools like tree maps and sunburst charts, in addition to line and bar graphs to facilitate easy problem identification. You can copy and modify existing tables and graphs to create variants that meet specific planning needs. Share these variants with other users or make them private. Create custom tables, graphs, and tile sets Tables and graphs are created from the Manage Table, Graphs, Analysis Sets action, or from the Create action or icon on the toolbar of an open table or graph. When creating a table or graph, the Selector Tool is launched to select the entities to include and configure the layout. The Selector Tool has four tabs: Measures tab: select measures for the table, graph Hierarchies: select hierarchies and dimensions to include Members: select specific dimension members Layout: define the format of the table, graph The entities to include are selected in the relevant tab. 46

47 Selecting measures for a table Configure navigation between tables and graphs and use guided navigation. You can create a link between a table or graph to other tables and graphs. The link allows you to drill to the linked entity, passing the context of one to the other. This facilitates analysis allowing the user to easily view related tables and graphs. The Drill icon on the toolbar displays a list of linked tables and graphs. In the screen shot below, the Demand, Supply and Inventory table is linked to the Supplies and Demands view. Linking Tables and Graphs The Manage Links option in the Action menu of the toolbar allows you to easily link an open table or graph to another table or graph. In the screen below, the open table is linked to the Supplies and Demands table. 47

48 Configuring a link between two tables Configure favorite lists, saved query criteria in an analysis sets. Reduce the time that is required to select the measures and dimension members into tables for further analysis. An Analysis Set can be used to save the selections made when creating a table or graph with the Save as Analysis Set option. These selections can be applied when creating another table or graph that requires similar selections with the Apply Analysis Set option. Analysis Sets save the measure and dimension member selections in a list or a script. Dimension members selected manually are saved in a list. Members are selected based on conditions in the Advanced Filter of the Selector Tool can be saved as a list or a script. The advanced selection criteria, when saved as a script, are run whenever the Analysis Set is applied to a table or graph. This is useful for members selected based on user-entered conditions, such as selecting the top 10 items based on revenue, or selecting all weeks in a period. Saving the selections in an Analysis Set allows the criteria to be used in other tables and graphs. 48

49 Save As Analysis Set in the Selector Tool STEPS TO ENABLE No steps are needed to enable the feature. TIPS AND CONSIDERATIONS If you analyze a static list of dimension members, such as key accounts, on a regular basis, create an Analysis Set saved as a list. Apply the Analysis Set to each table and graph used in the analysis. For analysis on a dynamic group of dimension members, such as items in the top or bottom percent of sales, create an Analysis Set saved as a script. The condition is evaluated when the table or graph is run thereby reflecting the changes in sales. KEY RESOURCES Oracle Supply Chain Planning Cloud Release Training Introduction to Planning Central: Product Overview and Monitoring Supply Chain Performance RESPOND TO CHANGING CONDITIONS Use what-if planning to prioritize actions and solve problems. Take advantage of intelligent recommendations to reduce the time required to develop solutions. 49

50 SIMULATE ALTERNATIVE SUPPLY CHAIN SCENARIOS Identify the best course of action to take to solve long-term supply chain problems. Isolate modifications and apply them to a plan. Model what-if modifications to key item attributes such as ordering policies, lead time changes, and safety stock policies. Model alternate supply chains using an alternate assignment set and sourcing rules to define the supply network. Set up as many sourcing rules and assignments to model alternate supply sources and changing supply chains. Review plan performance for plans with different assignment sets. STEPS TO ENABLE Define an item attribute simulation set to use in a plan. 1. In the Navigator, click Planning Central. 2. Click the Plans panel tab. 3. In the Plans panel drawer, right-click Plan Inputs and select Open. 4. Open the Items Tab and Review Items in the collected data 5. Click the Search icon button, enter your search criteria and click Search button. 6. Select one or more items and in the view drop down list, select Add to Simulation Set. 7. In the Simulation Set dialog box, click the LOV and then click Create Simulation Set if you need a new simulation set or else select an existing simulation set. 8. Add the items to the simulation set. 9. In the Plans panel drawer, expand Simulation Sets. Right-click and open your simulation set. 10. Click the Search icon button, enter your search criteria and click Search button. 11. In the Items view, edit item-organization attributes and click save. 12. Add the simulation set to a plan using the plan options Scope tab. TIPS AND CONSIDERATIONS After changing simulation set item-organization attributes, run your plan with Refresh with Current Data option so that the simulation set changes are passed to the planning process. KEY RESOURCES Oracle Supply Chain Planning Cloud Release Training Introduction to Planning Central: Product Overview and Monitoring Supply Chain Performance Oracle Supply Chain Planning Cloud Release Training Introduction to Planning Central: Respond to Changing Conditions SIMULATE SUPPLY AND DEMAND SCENARIOS AND GET INTELLIGENT RECOMMENDATIONS Identify the best course of action to take to solve short-term supply chain problems. Modify order dates and quantities, and then rerun the plan with the modified data to determine whether or not your change solved the problem. 50

51 Analyze demands that are at risk. Identify the most important orders that are at risk of being late. Planning Central prioritizes the recommended supply order modifications according to their demand impact. You can accept some or all of them, and then rerun the plan to make sure no other problems exist before you release your modifications to the fulfillment system. The Demand Fulfillment page prioritizes and summarizes at-risk demands and related recommendations so that you can achieve the greatest improvement to demand fulfillment position with the least amount of effort. Actions can be taken to accept recommendations directly within Demand Fulfillment. The page allows you to take action to accept or mark recommendations as complete. It also provides summary information on a plan s potential for improvement and where things actually stand based on accepted recommendations. Demand Fulfillment page showing recommendations summary and individual recommendations Simulate hot demand. To understand the impact of accepting a hot demand, add simulated sales orders to the plan and view the effects that they have on your existing plan. Use the Supplies and Demands page to add new manual demands to simulate a new sales order. After adding the manual demand, run the plan with the run option Do not refresh with current data and review the results. In the Supplies and Demands page, check the material available date of the newly added manual demand to confirm that it can be met on time. From the manual demand, Drill to exceptions to discover any exception messages associated with the newly add demand. Possible exceptions might include Resource Overloaded, Supplier Capacity Overloaded and Order with Insufficient Lead Time. 51

52 You can also add new planned orders and firm the date and quantity. Run the plan with the run option Do not refresh with current data and review the results. Use the supplies and demands page to view the new planned order and then drill to exceptions to find any exceptions that are associated with the new planned order. Review overall plan performance if you added several planned orders. Simulate order pull-in. Assess the feasibility of pulling in existing orders to meet corporate financial targets. Use the Demand Pull-in Opportunities page to see where there are sales orders with request ship dates that are earlier than the suggested ship date. These represent opportunities to improve the supply picture and ship the sales orders by their request date. Use the Demand Pull-in page to navigate to the Supplies and Demands page for a specific opportunity. Analyze the supply picture and adjust supply dates so that the supply is available earlier and can then be shipped earlier. Optionally navigate to the Demand Fulfillment page to review multiple pull-in recommendations for a supply order. STEPS TO ENABLE No steps are needed to enable the feature. KEY RESOURCES Oracle Supply Chain Planning Cloud Release Training Introduction to Planning Central: Product Overview and Monitoring Supply Chain Performance Oracle Supply Chain Planning Cloud Release Training Introduction to Planning Central: Respond to Changing Conditions MANAGE BY EXCEPTION Determine how varying the plan affects performance thresholds so you can tackle the most important exceptions. While the types of exceptions and their calculation logic are predefined, the conditions under which they are generated are configurable. You can thus ensure that exceptions highlight only significant deviations. You can control the exceptions that the plan calculates for a supply plan, for example, you can specify that only supply relevant exceptions must be calculated. Configure the thresholds for reporting on exceptions. You can create reports for over 25 types of exceptions. You can specify the thresholds to use. Exception conditions are configurable so that only significant exceptions are generated. 52

53 Specify exception thresholds for each exception Exceptions are a key element in evaluating and improving a plan. After a plan is launched, you view exceptions to understand the quality of the plan and get visibility to key problem areas. You then focus on key exceptions and understand root causes. You then take actions to resolve exceptions by executing exceptions driven workflows that would typically be established as business processes within an enterprise. Once actions to resolve exceptions have been taken, you launch the plan again to evaluate whether the plan is now acceptable. Configure exception sets. Identify the exceptions that are important for your plan. Planning Central calculates and reports only these exceptions. 53

54 Configure an exception set to use in the plan options Analyze plan exceptions. View the exceptions and drill directly from the exception to relevant data so that you can understand the circumstances that are causing the exception, and so you can create an action plan that resolves it. Select an exception and perform a search to display the exception details. Highlight one or more rows in the exception details and click the Drill to icon to quickly navigate to other pages for more information. 54

55 Exceptions page showing drill to options and selecting the Resource Plan From tables that show exception data, you can navigate in context to other plan data. This is useful when, while viewing exceptions for an Item, you also want to see its supply. Highlighting the appropriate row and drilling down into the Supplies and Demands view enables you to do so. You can manage the drill-down and enable other views for drill-down through the Manage Links functionality. STEPS TO ENABLE To configure exception thresholds: 1. In the Navigator, click Planning Central. 2. In the Tasks panel drawer, click the Configure Exceptions link. 3. In the Configure Exceptions page, expand demand planning exceptions or supply planning exceptions 4. Highlight an exception and click the Edit icon 5. In the Edit Exception popup window enter new thresholds and Save and Close To configure exception sets: 1. In the Navigator, click Planning Central. 2. In the Tasks panel drawer, click the Configure Exception Sets link. 3. Click the Create icon 4. Enter the name and description for the new exception set 5. In the Available Exceptions list, select the desired exceptions. Click the Move selected items to the other list right arrow icon button. 55

56 6. Optionally, navigate to the Filters tab and add Organization, Supplier, Categories and Customer filters. 7. Click Save and Close 8. Add the Exception Set to a plan using the plan options Scope tab. KEY RESOURCES Oracle Supply Chain Planning Cloud Release Training Introduction to Planning Central: Product Overview and Monitoring Supply Chain Performance Oracle Supply Chain Planning Cloud Release Training Introduction to Planning Central: Respond to Changing Conditions USE NOTES TO COLLABORATE WITH OTHER PLANNERS Collaborate with the planning community so that you can make informed planning decisions. Annotate the data that you modify to help other users understand your assumptions and reasons for the modifications. You can associate notes with the following items: Plans Planning Level Members such as Items, Organizations, and Customers Planning Combinations such as a specific Item, Organization, Date, and Measure combination Exceptions For example, you can attach a note to a shipment forecast for an item or organization in a specific week so your peers know why you modified the forecast. A note on a planning combination 56

57 STEPS TO ENABLE There are no steps required to enable this feature. TIPS AND CONSIDERATIONS The author of a note is based on the employee information of the user who created the note. In order for a note to display the correct author, users must be created with a person type of Employee. By doing this, the employee number is populated and visible in Oracle Identity Manager. KEY RESOURCES Oracle Supply Chain Planning Cloud Release Training Introduction to Planning Central: Product Overview and Monitoring Supply Chain Performance Oracle Supply Chain Planning Cloud Release Training Introduction to Planning Central: Respond to Changing Conditions USE ORACLE SOCIAL NETWORK TO COLLABORATE WITH CROSS-FUNCTIONAL USERS Oracle Social Network is a secure, private social network that connects you with all the people you work with. Using Oracle Social Network conversations, you can get enterprise-wide visibility into the entire planning flow for a plan. You can also collaborate with other team members and management to identify areas that require action to meet the company s objectives. You can: Start a conversation centered on a plan. Any number of interested participants can comment on this conversation. Add comments. You can add a comment to an Oracle Social Network conversation on the plan when you work in Planning Central. As part of the overall planning process, you have an easier way to record and share with other members of the organization various key inputs, assumptions and decisions that affect their planning decisions. To begin collaborating on a plan, click the Social icon in the tab of the open plan. Opening Oracle Social Network with plan context 57

58 After a plan is shared, click the Social icon to join an existing conversation or start a new conversation. Clicking the Social link opens Oracle Social Network showing a view that is focused solely on the plan, the plan s wall, plus all of its related Conversations. Members can be added to participate in conversations and planning. Documents can be shared and reviewed. Joining a plan's conversation STEPS TO ENABLE Setup to enable Oracle Social Network is performed in the Setup and Maintenance work area. Do the following: 1. In the Navigator, click Setup and Maintenance. 2. Search on Manage Oracle Social Network. 3. Click the Go to Task icon for Manage Oracle Social Network Supply Chain Management. 4. Expand the Planning Common business object and highlight PLAN. 5. Click the Enable Object button and select MANUAL from the popup window. 6. Click the Add icon in the Plan Attributes toolbar. 7. Check the Enable checkbox for Compile Designator and click OK. 8. Click Save. 9. The plan is now enabled as a social object. 58

59 After plans are enabled for Oracle Social Network by the administrator, you can share a plan or join a plan s conversation by clicking on the Social icon in the plan s tab. INTEGRATE PLANNING AND FULFILLMENT To reduce implementation timelines and reduce total cost of ownership, you can use the out-of-box, two-way integration that exists between Planning Central and other Oracle Supply Chain Management Cloud applications. You can also incorporate supplementary data from other data sources. COLLECT DATA FROM INTEGRATED ORACLE SUPPLY CHAIN MANAGEMENT CLOUD PRODUCTS Use out-of-box integration that exists between Oracle Planning Central and other Oracle Supply Chain Management Cloud applications to reduce potential implementation complexity and data latency between planning and fulfillment systems. Use preconfigured integration. Get the data that planning requires from Oracle Product Master Data Management Cloud, Oracle Manufacturing Cloud, Oracle Procurement Cloud, Oracle Inventory and Cost Management Cloud, and Oracle Order Management Cloud. Optimize data collection to reduce planning cycle time. Data for planning is represented as a set of collection business entities. Use targeted data collection to completely refresh data for selected business entities, or use net change data collection to include in your plans data that changed since the last run. To collect a subset of the data, you can use filters that specify the data to collect. For example, to reduce the number of items collected, you can filter according to the organizations being planned, or to reduce the order history collected, you can filter according to date ranges. 59

60 Out-of-the-box integration with Oracle Supply Chain Management Cloud applications STEPS TO ENABLE 1. Navigate to the Collect Planning Data page by selecting the corresponding task name in the Planning Central work area. 2. Select the source system from which to collect. 3. Select collection type as Targeted or Net Change. 4. Invoke the collection filters popup to select appropriate filters like Organizations and Catalogs to collect. 5. In the Reference Data tab, pick business objects to collect by moving them individually or collectively from the Reference Entities box to the Selected Entities box. 6. In the Demand Planning Data tab, use a date filter to specify a date range to collect order history data. 7. Select the shipment history and booking history, order type filters, transfer order history data to collect. 8. In Supply Planning Data tab, pick business objects to collect like On Hand, Purchase Orders and Requisitions and so forth by moving them to the Selected Entities box. 9. Save selections in the form of a collection template, if needed. For subsequent collections submissions, using a saved template allows you to skip steps 4 through 8 above. 60

61 10. Optionally, set collections to run at any frequency or time in the Schedule tab. 11. Launch the collections process. 12. Note down the request ID generated. 13. Monitor request status using the scheduled processes page by going to Navigator > Tools > Scheduled Processes. 14. Review the log files to pinpoint data validation errors, if any. 15. Review collected data in the Oracle Planning Central work area. TIPS AND CONSIDERATIONS KEY RESOURCES Perform targeted data collection for all business entities the first time, or in the event that any of the filter criteria are changed. Take into consideration data dependencies if just a few business objects are to be collected. For example, Subinventory data should be loaded prior to On Hand data. The data collection process loads business entities in the correct sequence if they are part of the same collection cycle. Launch data collections after ensuring that the requisite data setups are complete in Oracle Supply Chain Management Cloud. Oracle Supply Chain Planning Cloud Release Training Introduction to Planning Central: Product Overview and Monitoring Supply Chain Performance Oracle Supply Chain Planning Cloud Release Training Introduction to Planning Central: Planning Central Configuration and Integrated Planning and Fulfillment COLLECT DATA FROM EXTERNAL DATA SOURCES Incorporate supplementary data from other data sources in the form of file uploads using Oracle Cloud infrastructure. Upload forecasts. If you use another system for forecasting, then you can upload these forecasts. The forecast can be used to create your supply plan. Upload sales order history. Upload safety stock levels. Upload supplier capacity and planned order supplies. For example, if your organization gets supply commits from a supplier, then you can upload this data to Planning Central. Collect other data. Upload other entities, such as item costs, planners, demand classes, causal factors, approved supplier lists, sourcing rules, sourcing assignment sets, calendars, organizations, carriers, currencies, units of measure, and other mapping information that is cross-referenced. 61

62 STEPS TO ENABLE 1. Enter data in the *.XLSM file that corresponds to each business object to import and convert into comma separated file. 2. Alternately, enter data directly into corresponding *.CSV files. 3. Create a single zip bundle with all files to import. 4. Click on Navigator > File Import and Export. 5. Select the zip file to import. 6. Enter Oracle Universal Content Manager (UCM) account. 7. Save and close. 8. Navigate to the Load Planning Data from Files task in the Planning Central work area. 9. Provide the relevant parameters like collection type of Targeted or Net Change. 10. Select the zip file to import from the Oracle UCM server. 11. Submit the request. 12. Note the request ID. 13. Monitor request status using the Scheduled Processes page: go to Navigator > Scheduled Processes. 14. Review the log files to pinpoint data validation errors, if any. 15. Review collected data in the Planning Central work area. TIPS AND CONSIDERATIONS KEY RESOURCES Perform targeted data collection for all business entities the first time, or in the event that any of the filter criteria are changed. Oracle Planning Central requires you to use other components of the Oracle Supply Chain Management Cloud, including: Oracle Order Management Cloud, Oracle Product Master Data Management Cloud, Oracle Manufacturing Cloud, Oracle Procurement Cloud, and Oracle Inventory and Cost Management Cloud. Oracle Supply Chain Planning Cloud Release Training Introduction to Planning Central: Product Overview and Monitoring Supply Chain Performance Oracle Supply Chain Planning Cloud Release Training Introduction to Planning Central: Planning Central Configuration and Integrated Planning and Fulfillment RELEASE RECOMMENDATIONS TO FULFILLMENT SOURCES Publish approved planning recommendations from Planning Central. Integrate back with the fulfillment system to implement supply creation, reschedules and cancelations. Automatically release orders for fulfillment. Release orders when the supply planning cycle completes according to predefined parameters. Manually release orders. Modify information, such as due dates and quantities, prior to release. 62

63 Align Oracle Supply Chain Management Cloud Applications with the latest supply demand picture STEPS TO ENABLE Automated Release Use the plan option settings in the Planning Central plan to enable automatic release of planned orders and supply reschedules. This sets up release of supply planning recommendations to be carried out as part of the plan run itself. Manual Release 1. After the plan run is complete, navigate to the Supply and Demand page in the plan context. 2. Select one or more recommendations for release. 3. Navigate to the Actions menu in the search results pane and select Mark for Release. 4. Navigate to the Actions menu and select Release to initiate the enterprise scheduler request for release. 5. Note down the request ID generated. 6. Monitor request status using the scheduled processes page by going to Navigator > Tools > Scheduled Processes. 63

64 TIPS AND CONSIDERATIONS Set the release time fence in case of opting for automated release. KEY RESOURCES Oracle Supply Chain Planning Cloud Release Training Introduction to Planning Central: Product Overview and Monitoring Supply Chain Performance Oracle Supply Chain Planning Cloud Release Training Introduction to Planning Central: Planning Central Configuration and Integrated Planning and Fulfillment 64

65 COST MANAGEMENT Oracle Fusion Cost Management delivers essential cost management capabilities that enable you to effectively manage the cost planning and product costing activities that your company materials management and manufacturing operations require when running these operations in the Cloud. USE STANDARD COST ESTIMATION AND ROLLUP Use a cost planning framework that allows cost accountants to estimate, roll up, and publish standard costs for your company components, assemblies, and products. ITERATIVELY ESTIMATE MANUFACTURING STANDARD COSTS Cost Management provides your cost accountants with the tools they need to plan and monitor manufacturing costs and variances to plant standards. A cost accountant can create cost planning scenarios and cost plans that specify the standard costs of manufactured items. Cost Management then uses these scenarios and plans to estimate standard cost and the cost rollup process for a manufacturing plant. A cost planning scenario with cost plans Using Cost Planning Scenarios, the cost accountant can estimate standard cost for assemblies and finished productions, and publish estimates as standards to cost accounting. This Scenario is defined in 65

66 context of an inventory organization and the Cost Organization. The Cost Planning Scenario has reference to material and resource rate plans, work definition selection criteria and an effective start date. The cost rollup experience is designed to facilitate an interactive cost estimation process. Users can schedule the cost rollup job to run at periodic intervals, or it can be run for a specific scenario on demand. The cost accountant can use this to track errors and setup issues, change work definition selection criteria, modify component purchase prices and resource rates, then recalculate costs as many times as required. The overall experience of cost planning is streamlined to be uniform and automatically cater to different styles of manufacturing like in-house manufacturing, contract manufacturing, configured items manufacturing, and phantom items manufacturing STEPS TO ENABLE No steps are needed to enable this feature. TIPS AND CONSIDERATIONS Cost planning scenario is defined for a combination of cost organization and inventory organization. Define a cost planning scenario of type Make and Buy to estimate the standard cost for assemblies. Enable published flag on the cost planning scenario when the iteration is complete and estimates are frozen to be published as standards for cost accounting. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. IMPORT MATERIAL COSTS SPREADSHEETS Use costs that were previously defined in a spreadsheet to quickly enter the standard costs of your materials. Download your existing material costs to a spreadsheet where you can quickly modify material cost estimates so that they reflect the current or projected material prices and commodity prices that your suppliers quote. Upload your updated material and commodity costs so that you can publish them in cost rollup and standard costs for an upcoming period. 66

67 Import material costs using spreadsheets Purchased items are estimated using a material cost plan. You can associate material cost plans with cost planning scenarios to compute the rolled-up cost for manufacturing items. Some of the key highlights of cost estimation are: STEPS TO ENABLE Standard cost for items can be shared across all the inventory organizations having same item validation organization. Standard cost can be directly entered in the UI or imported via spreadsheet (online/offline mode). Standard cost for items can be entered for several time periods such as quarter, half year or annual at one time, having specific effective start and end dates. Cost Accountants can also estimate material costs by copying existing actual or average costs for items in a period, making some changes and setting this as the new standard cost for upcoming period. No steps are needed to enable this feature. 67

68 TIPS AND CONSIDERATIONS KEY RESOURCES If the standard cost for an item is to be shared across multiple inventory organizations, ensure that those inventory organizations are assigned as cost assignments. Ensure that the estimate mapping between cost components and cost elements are defined, to copy the costs from existing actual or average costs for items in a period to set them as new standard cost for upcoming period. For more information on this feature, refer to the following release 11 guide: Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. PRIORITIZE WORK DEFINITIONS IN COST ROLLUP Determine the work definitions to use to set frozen standard cost for a manufactured item. If multiple work definitions are defined for an item, then the cost accountant can specify the work definition to use when rolling up and publishing standard costs for the item. Work definition selection criteria The cost planning scenario type named Make and Buy is used to estimate the standard cost for assemblies. The work definition selection criteria feature in a cost planning scenario helps to define the criteria to select the right work definition for cost estimation. The work definitions for items within an inventory organization can be selected in one of the following ways for cost estimation: 68

69 Work definitions with highest production priority Work definitions with highest costing priority Work definitions with specific name, and A combination of all the above Eligible work definitions for all items in an inventory organization are selected at based on the selection criteria defined in the cost planning scenario. Users can run the process Perform Build and Cost Rollup to select and cost rollup the work definition as per the selection criteria. The cost accountant can view the work definitions used to roll-up costs of products, make changes to priorities to select different work definitions and arrive at new rolled up costs. STEPS TO ENABLE No steps are needed to enable this feature. TIPS AND CONSIDERATIONS KEY RESOURCES Work definition should be active as of the effective date of the scenario to be picked for cost rollup. To perform simulated cost rollup for a specific set of items or specific purpose, such Work definitions can be selected using the option Work definitions with specific name. For more information on this feature, refer to the following release 11 guide: Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. USE GRAPHICAL VIEWS OF ROLLED-UP COST When the cost rollup of the manufactured items in a cost planning scenario finishes, the cost accountant can view their rolled up cost graphically, and can view them through the levels that their work definitions define. The graph view includes unit and total material cost, resource and overhead cost according to operation, and costs according to level. 69

70 Work definition selection criteria The rolled up costs can be viewed using the tree view or using the more graphical hierarchical view. In both views, one can drill down into the details which were used to calculate item costs. The cost accountant can create different scenarios to represent different manufacturing and cost assumptions and compare the results. Once the cost assumptions are finalized, the scenario is published to cost accounting. STEPS TO ENABLE No steps are needed to enable this feature. TIPS AND CONSIDERATIONS Run the process named Perform Build and Cost Rollup to view the rolled-up costs for the work definitions selected. 70

71 KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. CONTROL BUDGETS FOR RECEIPT TRANSACTIONS Cost Management supports budgetary control, encumbrance accounting, funds check, funds reservation, funds inquiry, budget inquiry, and reporting for procure-to-pay and project transactions. CONTROL BUDGETS FOR RECEIPT TRANSACTIONS Budgetary control for funds in the receipt accounting that Cost Management uses are forced passed. It reserves funds according to the transaction amount that is available on the receipt and the funds balance that is currently available. To perform fund check and fund reservation for purchase orders that include project details, it adds project burden amounts to the transaction amount. Cost Management supports the following transaction types: Receipt delivery to inventory and expense destinations Correction to receipt delivery Retroactive price adjustment Return to receiving Review receipt accounting distributions view fund reservations Budgets initialize funds, and transactions consume them. The basic support for budgetary control and encumbrance accounting was available initially in Release 9 and was limited to performing the check at the time of period end accruals. Enhancements in Release 11 additionally support the Budgetary Control 71

72 and Encumbrance Accounting for both the Procure to Pay flow (for Deliver related transactions) and Project PO receipts by Receipt Accounting. The creation of expenditures during the Procurement to Payables lifecycle helps serve two major functions: 1. It allows for the accurate budget checking of funds availability and provides better visibility into actual expenditures. 2. For project accounting, it allows the creation of burden encumbrance entries into the General Ledger for purposes of encumbrance accounting. Thus ensures compliance with legal accounting requirements by automatically liquidate encumbrance journals during procure-topay lifecycle. For example, if there is a budget for $500 available, and on the PO requisition a commitment for $250 is raised, on PO creation the commitment of $250 is made as Obligation, and a Reservation Balance for balance $250 is created. Now, as there is a partial delivery of worth $100, receipt accounting liquidates the obligation only to that extent, and an equivalent expense is booked resulting in adjusting the reservation balance to $150. The logic here is, the revised funds available is always equal to the Original budget, minus the sum of amount expensed (used) + Reserved (to be used). In our example, $500 ($100 + $150) = $250. This provides a better visibility to actual expenditures. Example of budgetary control liquidation logic 72

73 STEPS TO ENABLE No steps are needed to enable this feature. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. USE ENCUMBRANCE ACCOUNTING FOR RECEIPT TRANSACTIONS You can perform budgetary control without creating encumbrance accounting entries, and you can perform encumbrance accounting entries without doing budget checking. If you use budgetary control, and if you set the budgetary control validation status to funds reserved, then Cost Management uses receipt accounting that performs encumbrance accounting, and the receipt accounting process liquidates the reserve for the encumbrance account, and then sends the actual journal entries for the receipt. Example explaining the accounting Accounting for receipt transactions is done in receipt accounting application. As part of transaction processing, Receipt Accounting processor also calls budgetary control engine to calculate the 73

74 encumbrance reversal amount and pass it to the SLA engine for creating encumbrance reversal journal entries for PO Obligations (for example, Debit Reserve for Encumbrance and Credit PO Encumbrance). These entries are created along with other regular accounting (Debit Expense / Inventory and Credit Receiving Inspection). STEPS TO ENABLE No steps are needed to enable this feature. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. COST MANUFACTURING WORK ORDERS Cost Management delivers the essential cost management capabilities that you require to manage cost the planning and product costing activities that your materials management and manufacturing operations use when they perform these operations in the cloud. VIEW REPORTS FOR WORK ORDER COSTS Cost the material and resource transactions and display total cost for a work order, including the manufacturing overhead that a cost accountant specifies and adds to the work order cost. Use the following page to monitor work order costs across the entire lifecycle of the work order, from the first charges to work order close. You can perform a detailed analysis of inputs, outputs, scrap, and variance. You can view a work order that is Released, Completed, or Closed: 74

75 STEPS TO ENABLE No steps are required to enable this feature. VALUATE PARTIAL COMPLETIONS FOR WORK ORDERS Work-in-process is work that includes the materials and resources that you charge to a work order that remains unused, or that you use in an assembly that is partially completed. To streamline the process that you use to close a period, you can specify to include the value of work-in-process that exists in your work orders at a point in time. A partial completion is a completion that you report before you close the work order. Use the following page to specify the cost to use. Cost Management uses the value that you choose to cost these completions until it calculates the work order cost during work order close: 75

76 STEPS TO ENABLE Ensure that the Provisional Completion option on the Item Cost Profile page is selected. VALUATE SCRAP FOR WORK ORDERS Use the following page to report scrap against a work order. You can define accounting policies for scrap transactions that occur during the manufacture of an assembly. The cost accountant determines whether or not to expense the scrap that occurs with a work order for each assembly in the current accounting period, or to add this expense to the cost of assemblies that are completed: STEPS TO ENABLE Ensure that the Operation Scrap Valuation option on the Item Cost Profile page is selected. VIEW REPORTS FOR INVENTORY THAT IS WORK-IN-PROCESS Use the following report to get the value of work-in-process (WIP) inventory across plants and product categories: 76

77 STEPS TO ENABLE No steps are required to enable this feature. VIEW DETAILED VARIANCES Use the following page to identify the manufactured items that do not comply with plant cost standards. View work order costs and manufacturing costs to determine the root causes for cost variance. Define thresholds to help identify work orders that cross a variance. Perform a detailed analysis of the variances for a work order or for an operation, item, or resource: 77

78 STEPS TO ENABLE No steps are required to enable this feature. TIPS AND CONSIDERATIONS Cost Management creates detailed manufacturing variances only for a work order that is closed. MANAGE LANDED COSTS Oracle Fusion Landed Cost Management allows procurement professionals and cost accountants to incorporate the shipment service charges that a third party provides. It incorporates these charges with the cost of individual purchase order receipts. This capability improves financial reporting and fiscal regulatory compliance, and it more accurately measures and reports product cost trends and margins. APPLY LANDED COST CHARGES TO PURCHASE ORDER RECEIPTS A trade operation is an entity that you use to define charge lines for landed costs for each shipment. It exists in the context of a procurement business unit. It represents the cost estimates that you incur 78

79 when you transport multiple purchase order schedules for a shipment. Accounts payables might reference invoice lines to support these charges so that they can capture the actual costs for the trade operation charge. You can create and modify the trade operations that Landed Cost Management uses to manage and allocate landed costs. These operations define and add landed cost charges to the costs that the material supplier incurs for each purchase order receipt. MANAGE TRADE OPERATIONS Enter the amounts for service charges and taxes that you incur to ship goods from your third party suppliers. Specify the purchase orders where Landed Cost Management applies charges and taxes. Allocate amounts for trade operation charges to the receipts that each purchase order references in the trade operation. Use the following page to manage a trade operation that includes a landed cost charge: MANAGE ROUTES Assign a route name in the trade operation so that you can analyze how goods move through your supply chain when a landed cost is involved. Group multiple trade operations into a single route. 79

80 MANAGE CHARGES Each landed cost charge includes the direct and incidental costs that you incur when you ship a product to the final destination. Fusion Landed Cost Management allows you to define the charges that you must track so that you can meet business and regulatory requirements. Use the following page to define the charges that a user can enter in a trade operation. You can also specify the default allocation basis to use, and whether or not to automatically calculate taxes on the charge: STEPS TO ENABLE No steps are required to enable this feature. TIPS AND CONSIDERATIONS You can define the name of a landed cost charge for the business unit set that you use for your procurement business unit. You can define the trade operation for the procurement business unit. ENTER LANDED COST CHARGES IN TRADE OPERATIONS Use the following page to create predefined charge names to add charge lines to a trade operation: 80

81 You can enter the charges and charge amounts that are related to one or more purchase order shipments that a trade operation specifies. Use predefined charge templates or upload spreadsheets that include charges to streamline how you capture landed cost charges. Enter charges for individual schedule lines in each purchase order. STEPS TO ENABLE No steps are required to enable this feature. ALLOCATE CHARGES AND TAXES TO RECEIPTS Use the following page to allocate charges and calculate taxes. Enter landed cost charges and tax amounts for a trade operation, and allocate them to receipt items for the purchase order according to the allocation basis that the trade operation defines: 81

82 STEPS TO ENABLE No steps are required to enable this feature. ACCRUE CHARGES AND TAXES FOR LANDED COSTS Use the following page to add charges and taxes for landed costs that come from service suppliers who are third parties in a trade operation. You add them to the cost of the purchase order receipt that is related to the landed cost, and accrue them to an account that the subledger accounting rules specify: 82

83 STEPS TO ENABLE No steps are required to enable this feature. VIEW PURCHASE ORDER RECEIPTS FOR LANDED COSTS Use the following page to search for and view the total landed cost for each purchase order receipt, including material cost from the supplier, service charges from the third party, and nonrecoverable taxes. View landed cost trends of recent purchase order receipts for items that reside in an inventory organization: 83

84 STEPS TO ENABLE No steps are required to enable this feature. APPLY CHARGES FOR LANDED COSTS TO RECEIPTS The cost accountant can optionally adjust estimated amounts for each service charge that is associated with a landed cost in each purchase order receipt so that these amounts reflect the actual amounts that third-party service suppliers invoice. Define the charge references that a supplier invoice contains so that you can use them to associate an invoice line with a receipt. For example, a freight invoice line can reference the bill of lading number that is associated with a receipt of goods from the supplier. STEPS TO ENABLE No steps are required to enable this feature. FLAG THIRD-PARTY INVOICES THAT REQUIRE LANDED COST PROCESSING The payables specialist can use the following page to flag the freight invoices and invoices for other services that require processing in Landed Cost Management when this specialist processes supplier invoices: 84

85 STEPS TO ENABLE No steps are required to enable this feature. TRANSFER SUPPLIER INVOICE INFORMATION FROM PAYABLES Use the following page to interface each supplier with Landed Cost Management so that it can adjust the receipt cost in the purchase order for each invoice that includes landed costs. This feature makes sure the receipt cost includes the actual cost that the third party invoices: 85

86 STEPS TO ENABLE No steps are required to enable this feature. MATCH INVOICE LINES TO RECEIPTS Automatically match and allocate an invoice line amount to a purchase order receipt according to the matched references that the invoice and the receipt contain. You can also use the following page to manually allocate invoice line amounts that Landed Cost Management cannot match to a receipt: STEPS TO ENABLE No steps are required to enable this feature. 86

87 SUPPLY CHAIN FINANCIAL ORCHESTRATION Oracle Fusion Supply Chain Financial Orchestration is a configurable application that manages the financial relationships that result from trade that occurs between internal parties. It allows you to separate your physical flow of goods from the financial accounting of these goods. DEFINE MULTINODE FINANCIAL FLOWS You can create financial orchestration flows that include multiple ownership changes for a single movement of goods. This feature allows you to account for centralized supply chain functions without sacrificing supply chain efficiency. You can define a relationship between your internal parties that controls each ownership transfer. This specifies the transfer price to use and the documentation and accounting required to settle the financials for each of these relationships. Use the following page to manage a financial orchestration flow that includes multiple financial routes: A supply chain transaction, such as a purchase order receipt or a sales order shipment, starts the financial orchestration flow. Supply Chain Financial Orchestration recognizes this transaction, identifies the financial orchestration flow to run for this transaction, and then creates the invoicing and accounting tasks for the internal parties that the relationships reference. 87

88 For example, assume that Vision Corporation is a design and manufacturing company with headquarters in New York and a manufacturing facility in China. It uses a sales office in New York to create sales orders for customers who reside in the United States, and it uses a warehouse in China to fulfill these orders. It uses a procurement hub in Singapore for all purchases that flow into and out of Asia, so the United States must buy goods from Singapore, who then buys them from China. STEPS TO ENABLE No steps are required to enable this feature. SIMPLIFIED MODELING OF FINANCIAL FLOW Use the following page to set up buy and sell terms directly in the financial orchestration flow. This page helps to reduce the set up work you must perform, and it improves visibility into your supply chain relationships: STEPS TO ENABLE No steps are required to enable this feature. 88

89 UNIFIED USER INTERFACE FOR MONITORING AND MANAGING EXCEPTIONS You can use the following page to manage event exceptions and monitor event orchestration, giving you an entire view of the status of your financial orchestration tasks. You can view task details for each transaction in a separate dialog: Use the following page to get the status for each orchestration task for an event: STEPS TO ENABLE No steps are required to enable this feature. 89

90 SUPPORT FOR INTERNAL MATERIAL TRANSFERS Use the following page to set up a transfer order that orchestrates a financial orchestration flow that results from a transfer of goods between two internal organizations that belong to different business units. You can specify whether or not to transfer the title of goods during shipment at origin, or during receipt at destination. The transaction that transfers order shipment or that transfers order receipt starts the financial flow: Use the following page to get an estimate of the transfer price and taxes when you create the transfer order: 90

91 STEPS TO ENABLE No steps are required to enable this feature. SUPPORT FOR CUSTOMER DROP SHIP FLOW You can configure and run a financial flow according to the ownership transfer that occurs between parties who are involved in a drop ship. You can define the relationship between requisition organization and the selling business unit. You can apply rules according to attributes, such as item category, so that Supply Chain Financial Orchestration assigns the requisition organization according to an attribute value. Supply Chain Financial Orchestration identifies the requisition organization, and then uses it to create purchase requisitions for the drop ship. Use the following page to set up a financial flow that includes a drop ship: 91

92 The financial flow starts when the supplier sends the advanced shipment notice, or when the supplier matches the invoice with the purchase order for the drop ship. The flow creates cost accounting distributions and intercompany invoices for the ownership transfers that occur between parties, including supplier, one or more organizations, and the customer. Supply Chain Financial Orchestration sends a request to the receiving system to create a drop ship receipt on the supplier invoice that references the purchase order. Receiving creates a logical receipt, and then notifies Oracle Fusion Order Management to start customer billing. This automation helps to reduce billing cycle time. STEPS TO ENABLE No steps are required to enable this feature. 92

93 INVENTORY MANAGEMENT Oracle Fusion Inventory Management offers a materials management solution that allows your company to manage the flow of goods: inbound, through the warehouse, and outbound. It optimizes the flow of material to meet customer demand in a cost-effective way. FULFILL ORDERS IN COMPLEX FULFILLMENT SCENARIOS Inventory Management improves efficiency in your supply chain and optimizes working capital. It centrally manages internal inventory transfers across the Oracle SCM Cloud to facilitate order fulfillment in a variety of fulfillment scenarios. SUPPORT DROP SHIPS THAT TRAVEL FROM SUPPLIER TO CUSTOMER If your supplier ships goods directly to your customer, then the visibility of the fulfillment event automatically starts when Inventory Management receives the advance shipment notification (ASN) from the supplier. The drop ship process records the virtual receipt of these goods, updates the purchase order so that your supplier can be paid, and starts the update process that fulfills your customer order, including billing and subsequent payment from your customer. We have enhanced Oracle Fusion Receiving to streamline the recording of the delivery for products drop shipped directly to the customer site. We offer two different options to seamlessly acknowledge delivery of the product and initiate downstream processes for costing and billing. The two options are the ASN option and the AP Invoice option. You can use the ASN option for supplier sites that are generating ASNs. The arrival of the ASN automatically initiates downstream processes to cost and bill the shipment. You can use the AP Invoice option for sites that are not sending ASNs. The arrival and entry of the AP invoice automatically initiates downstream processes to cost and bill the shipment. You identify the process flow options for generating drop-ship receipts when setting up financial flows using the Manage Drop Ship Financial Flows user interface. STEPS TO ENABLE Follow these steps to create drop ship financial flows: 1. In the Navigator, select Setup and Maintenance. 2. Enter Manage Drop Ship Financial Flows in the search field. 3. Click the Manage Drop Ship Financial Flows task. 4. Enter the Drop Ship Financial Flow details. 5. Click Save and Close. 93

94 KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. FULFILL SUPPLY CHAIN ORDERS IN A BACK-TO-BACK ENVIRONMENT Inventory Management supports situations where you request supply from one of the following sources to satisfy your customer order: Supplier Production facility Another distribution center Inventory Management automatically reserves supply for the customer order, which results in a streamlined fulfillment of the order. Inventory Management can reserve supply that is purchased, made, or transferred. We have enhanced various processing points in the system where reservations are created and maintained to support the management of back-to-back reservations against different supply types. This includes support for back-to-back reservations against purchase requisitions, purchase orders, transfer orders, work orders, and on-hand inventory. We have updated the Manage Reservations and Picks user interface to allow access to these different supply types, as well as to display a back-to-back indicator providing visibility into those reservations that are reserved for back-to-back sales orders. We have enhanced the Inventory Management services that are used to create transfer orders by providing an indicator that identifies an order as a back-to-back order. You can now view the back-toback indicator on the Manage Transfer Orders user interface. You can also modify back-to-back transfer orders using the Manage Transfer Orders user interface. We have updated the Receive Expected Shipments user interface to display a back-to-back indicator when reviewing purchase orders and transfer orders to be received. We have also added the back-toback indicator to several transactional pages in Receiving, such as Manage Receipts, Inspect Receipts, Put Away Receipts, Return Receipts, and Correct Receipts. 94

95 Receive Expected Shipments STEPS TO ENABLE There are no steps needed to enable the feature. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. FULFILL DEMAND IN A CONFIGURE-TO-ORDER (CTO) ENVIRONMENT Inventory Management now streamlines the handling of orders that include configured products. Inventory Management treats these orders in the same way that it treats orders for standard purchased or manufactured products. It models them internally in the same why that it models finished goods. This approach eliminates the need for special processes or procedures that can slow down a configure-toorder environment. Your customers, transportation providers, and export partners need to understand the details of each unique configuration. We now display these details on the shipping documents to avoid transportation, export, and customer confusion. 95

96 Shipping Documents STEPS TO ENABLE There are no steps needed to enable the feature. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. DEPLOY MATERIALS MANAGEMENT LOCATIONS MORE QUICKLY You can now realize benefits of your implementation and deploy more stocking locations faster than before. We have provided a streamlined setup that includes more predefined values for commonly used configurations, more predefined default values for required fields, and automatic creation for related setup tasks. As part of the simplification, the application automatically pre-seeds several required Inventory Management, Receiving, Shipping, and Manufacturing setup tasks for each new inventory organization that you create. Setup objects that are dependent on an inventory organization are automatically created when you define an inventory organization. For example, when an inventory organization is defined, an event is established that automatically creates setup objects such as subinventories, receiving parameters, and manufacturing plant parameters. Product-specific seed data is also used for setup objects that are not dependent on an inventory organization. For example, product-specific predefined data is provided for setup objects such as inventory transaction reasons, pick slip grouping rules, and release sequence rules. 96

97 Our overall goal is to reduce the time application administrators spend deploying material management locations. STEPS TO ENABLE There are no steps needed to enable the feature. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. SUPPORT INTERNAL AND EXTERNAL MANUFACTURING Inventory Management seamlessly and efficiently manages inventory so that it can support internal and contract manufacturing facilities SUPPORT AND MONITOR GOODS IN MANUFACTURING FACILITIES Warehouse operations support your production operations. Warehouse operations issue raw materials to the shop floor, return raw materials from the shop floor, record scrap, and complete finished goods into inventory. These capabilities provide complete visibility and support for inventory transactions. To facilitate processing and monitoring of manufacturing transactions, Inventory Management has introduced four new work-in-process inventory transaction types. The Review Completed Transactions user interface has been extended to support the Work Order source type. You can now easily review the completion status of manufacturing-related transactions in Inventory Management. Work in Process Transaction Types We have enhanced inventory min-max planning to include work order supply and work order component demand in min-max replenishment calculations. Additionally, four new fields have been added to the Print Min-Max Planning Report. These fields include From Planner, To Planner, Net WIP 97

98 Demand, and Include WIP Supply. Replenishment work order requests are generated and interfaced to Oracle Fusion Supply Chain Orchestration and processed by Oracle Fusion Discrete Manufacturing. Print Min-Max Planning Report STEPS TO ENABLE There are no steps needed to enable the feature. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. GET VISIBILITY INTO CONTRACT MANUFACTURING OPERATIONS Inventory Management and Oracle Manufacturing Cloud now provide improved visibility into and support of manufacturing that third parties perform. They can model production and inventory transactions at third-party locations, and provide integrations that ship or receive raw materials and finished goods into and from third parties. Inventory Management can communicate receipt advices for expected material and shipment requests for material demand to the contract manufacturer. Additionally, Inventory Management will accept 98

99 receipt confirmations for material receipts and shipment confirmations for material shipments from the contract manufacturer. We have introduced two new Shipping tasks to facilitate integration with contract manufactures. The Create Outbound Shipment Request task enables users to determine which shipment lines are sent to the contract manufacturer as shipment requests. The Manage Shipping Transaction Corrections in Spreadsheet task enables users to review and resolve shipment processing errors. Shipments Work Area STEPS TO ENABLE There are no steps needed to enable the feature. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. 99

100 ADVANCED FULFILLMENT In an effort to reduce cycle times, deliver an excellent customer experience, and increase revenues, Release 11 supports advanced fulfillment strategies, such as contract manufacturing, configure-toorder, drop ship, back-to-back, and internal material transfer flows. Fueled by powerful and innovative supply orchestration architecture, Release 11 has unsurpassed fulfillment capabilities for supply chains that must exploit the cloud. Now you can utilize the same flexible fulfillment options in the Oracle Supply Chain Management Cloud that are available in traditional, on-premise, order-to-cash solutions. USE CONTRACT MANUFACTURING FLOWS Contract manufacturing enables you, as an Original Equipment Manufacturer (OEM), to outsource the manufacturing of a complete assembly to a contract manufacturer. You can outsource the manufacturing of an assembly when the assembly is built to stock, and also when the assembly is built to order within your enterprise. This solution will provide you a flexibility to supply the contract manufacturer with some the components required to manufacture the assembly, get all components from the contract manufacturer, or a combination of both. As an OEM, you can monitor the manufacturing process at the contract manufacturer s facility in real time. You can also track in real time the inventories of components and finished goods owned by you and stored at the contract manufacturer s facility. Whenever you outsource the manufacturing of an assembly to a contract manufacturer, the contract manufacturer sends periodic production progress for every milestone operation completion. The report also includes the consumption of any components that are supplied by you the OEM. Once production is complete, the contract manufacturer stocks the assembly in their own facility or warehouse and reports the production as complete to the OEM. The finished assembly inventory stocked at the contract manufacturer s facility is always owned by you the OEM. The contract manufacturer ships the finished assembly either to your customer or to an internal warehouse based on your request. PROMISE AND PLAN FOR PRODUCT MANUFACTURING This feature automatically schedules and promises your customer orders and generates planned orders against a forecast for contract manufactured items. Replenishment orders are generated for the components that you pre-position in bulk at your contract manufacturer s facility. Planned orders are created for the components that you supply based on sales demand. This planning feature also allows you to request creation of finished assemblies and the components needed to fulfill those requests. The following screen captures illustrate the release of a planned order for the components that are supplied by the OEM to the contract manufacturer. When these planned orders are released from the Planning work area, a supply request is sent to Oracle Fusion Supply Chain Orchestration requesting supply creation for the components. This helps you efficiently plan for the components that are supplied to the contract manufacturer. 100

101 Planning work area showing how planned orders are released The following screen captures illustrate the promising and scheduling of a customer order for a contract manufactured item or assembly. Once the customer order is scheduled, a supply request is sent to Supply Chain Orchestration requesting for supply creation of the contract manufactured item or assembly. This helps in reducing the order fulfillment cycle. Order orchestration plan with completed schedule and supply request tasks STEPS TO ENABLE No steps are required to enable this feature. 101

102 TIPS AND CONSIDERATIONS Contract Manufacturing flows are supported only for standard items. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. AUTOMATIC SUPPLY CREATION AND FULFILLMENT The receiving and processing of supply requests for contract manufacturing finished good items are handled automatically. Component supply requests are also automatically processed. You receive requests for the components that you supply to your contract manufacturer, the requests are processed and the components are shipped to the contract manufacturer. Requests for contract manufactured finished good items are automatically fulfilled using a seeded business process. The following images illustrate the processing of a supply request for a contract manufactured finished good item using a seeded business process. As part of this seeded business process, a purchase order is sent to the contract manufacturer and a work order is created internally within your enterprise to track the manufacturing progress. Once the work order is created, it is reserved against your customer sales order. Creating a work order enables you to record the production progress received from the contract manufacturer. The seeded business process also manages shipment of the contract manufactured finished good item from the contract manufacturer to your customer or to an internal warehouse. 102

103 Supply Order Details page showing the seeded business process STEPS TO ENABLE No steps are required to enable this feature. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. MONITOR PRODUCTION PROGRESS Interact with your contract manufacturer to get periodic progress of production and consumption of materials for real time visibility. This feature provides you with a 360-degree view of the supply creation process right from customer order capture until the fulfillment of the order. You can track manufacturing progress in real time, view any exceptions that might occur and take appropriate corrective action. Real-time visibility to your inventory lying at the contract manufacturer s facility is also available. 103

104 The following screen capture shows the 360-degree view of the supply creation process. Users can drill down into the work order, view the production status, and gain real time visibility into the entire contract manufacturing process. Supply Lines page showing work order completion STEPS TO ENABLE No steps are required to enable this feature. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. AUTOMATICALLY MANAGE CHANGES THAT OCCUR IN THE SUPPLY CHAIN Automatically adjust to changes in supply and demand, and allow your supply chain manager to resource the supply, if necessary. To keep the supplier up to date, automatically update the purchase order so that it reflects customer order changes, and update the customer regarding delays or changes that occur with the contract manufacturer. 104

105 The following screen capture shows a supply exception that was raised by an update from the contract manufacturer. In this exception, the contract manufacturer is unable to meet the requested delivery date. Manage Supply Lines page showing a date exception raised by a contract manufacturer Exceptions are also displayed on the sales order shown in the following screen capture. This is done so that the sales manager can notify the customer if necessary or take other corrective action. This helps you manage all your customer needs efficiently and allows you to react quickly to any supply exceptions. Sales Order Supply Details page showing exception information to the sales order manager STEPS TO ENABLE No steps are required to enable this feature. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. 105

106 PLAN AND ACCOUNT COSTS Plan, account, and manage the costs of elements that are associated with a product that a contract manufacturer builds. You can perform cost roll ups and calculate the cost of contract manufacturing items based on manufacturing, purchasing and inventory transactions. It provides you with a holistic view of product profitability costs across the entire supply chain. The following screen capture shows a single interface where you can review summarized and detailed information on all work orders. On this page, you can track several key indicators, such as variances and scrap. This helps you to compare the costs across plants, suppliers, and between in-house and outsourced manufacturers. Review Work Order Costs page showing summarized and detailed costs of work orders, including variances STEPS TO ENABLE No steps are required to enable this feature. 106

107 KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. 107

108 USE SUPPLIER-TO-CUSTOMER DROP SHIP FLOWS Effectively manage the physical and financial aspects of your supplier-to-customer drop shipments, helping you reduce costs, accelerate order fulfillment cycle times, and improve working capital: Promise drop shipments. Configure sourcing rules so that they identify the products that can drop-ship from a trusted supplier directly to your customer. Promise and source a customer order directly to your supplier. Plan drop shipments. Forecast each product that drop-ships to your customers, and consume the drop-shipped orders from the forecast. Honor the reservations for dropshipped orders. To plan for the delivery of orders to customers, use the transit times that exist between the supplier and customer site, and use the calendars that measure time at supplier, supplier shipping, carrier, and customer receiving sites. Automatically create purchase orders. Automatically create a purchase order that instructs your supplier to ship directly to your customer. Improve visibility to customer order information for your buyer and supplier. Use real-time change management. Keep your buyer, supplier, and sales order manager up to date with instant updates to the purchase order that reflect customer order changes. Automatically update the sales order with purchase order changes. Get visibility to fulfillment. Give your order manager visibility to purchase order status and notify them when a problem occurs, such as when your supplier cannot meet customer demand. Automate accounting. Receive notification that the supplier shipped the goods, and then automate documentation and accounting of the ownership change from your supplier, to you, and then to your customer. Use this capability in conjunction with agreements in Oracle Fusion Supply Chain Financial Orchestration to support the multiple, internal ownership changes that your global business agreements require. The following screen captures illustrate the feature and its benefits. The first shows the Supply Details tab for a fulfillment line, where you can find a section with drop shipment details: 108

109 The Item Availability graph provides availability information from internal warehouses, drop ship suppliers, and other sources 109

110 Use the Edit Fulfillment Lines dialog to choose a source: internal warehouse or drop ship supplier 110

111 On the Manage Orders page in the Purchasing work area, you can find the drop ship purchase order schedule: 111

112 STEPS TO ENABLE Enable the Drop Ship feature for the Order Management offering, and the Customer Sales Order Fulfillment feature for the Procurement offering: 1. In the Navigator, click Setup and Maintenance. 2. Select the Order Management offering. Click the Configure button if the offering has not been configured. If you don t see the Configure button, then your offering has been configured; click Actions and select Change Configuration. 112

113 3. On the Configure: Order Management page, click the Features icon in the Order Management row. 4. Select Drop Ship, and then click Done. 5. Click Actions and select Go to Offerings. 6. Select the Procurement offering. Click the Configure button if the offering has not been configured. If you don t see the Configure button, then your offering has been configured; click Actions and select Change Configuration. 7. On the Configure: Procurement page, click the Features icon in the Procurement row. 8. Select Customer Sales Order Fulfillment, and the click Done. In addition, the following setups are required to make the drop ship flow work. To locate each setup task, click Setup and Maintenance in the Navigator, and then search for the setup task by name using the Search field on the Setup and Maintenance home page. MANDATORY SETUPS 1. In the Manage Items task: select Yes for the Purchasable attribute. 2. In the Manage Sourcing Rules task: You must have a global Buy from type of sourcing rule. 3. In the Manage Drop Ship Financial Flows task: Define a drop ship financial flow that associates the selling business unit (BU) with the requisition BU and the receiving trade organization. 4. In the Manage Order Management Parameters task: Provide a value for the Preparer for Procurement parameter for all business units (default value). Optionally provide values at the level of the selling BU. 5. In the Manage Suppliers and Supplier Sites task: a supplier site must be enabled to perform the Purchasing function for the requisition BU. OPTIONAL SETUPS In the Manage Agreements task: define an agreement of style Blanket Purchase Agreement for a given supplier and item. On the Controls tab, select the Automatically generate orders and Automatically submit for approval options. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle Supply Chain Management Cloud: Implementing Order Management, available on the Oracle Help Center. 113

114 USE CONFIGURE-TO-ORDER FLOWS Efficiently fulfill each configured order through the new configure-to-order (CTO) process. This streamlined, end-to-end process simplifies fulfillment for a configured product, and provides complete visibility for every step. It uses an intelligent design that reduces item proliferation, reduces replicated data, improves item management, and improves on-time order fulfillment. Configure-to-order is a highly integrated flow that spans multiple products. The flow focuses on the configuration and fulfillment of two model types: Assemble-to-order (ATO) models, where the configuration results in a single item Pick-to-order (PTO) models with an ATO component, where the configuration results in more than one item and includes at least one ATO item Note that the model can be defined with both mandatory and optional components. Mandatory components do not show up in the customer facing item configuration session, but are added to the order when the configuration session is completed. Built-in logic ensures that customers are required to select options that are necessary for fulfillment. Warehouses rarely stock every set of choices (configuration selections) of an ATO model. Instead, they source the specific configuration created during the sales ordering process after the order is submitted for fulfillment. Sourcing choices include: Manufacturing the item to the specifications on the order Transferring the item from another warehouse Purchasing the configured item from a supplier When the configured product is purchased from a supplier, you can optionally have the supplier ship the item directly to the customer. See the Use Supplier-to-Customer Drop Ship Flows section of this document for details on this Advanced Fulfillment Flow. CAPTURE AND MANAGE CUSTOMER ORDERS FOR CONFIGURED PRODUCTS Select and configure assemble-to-order (ATO) products during the sales order process. View the model price and availability information during this process. Price the configuration at the model level and at the selected option level. You can offer multilevel, multiorganization, configured products that are assembled for each order. You can offer a combination of pick-to-order and assemble-to-order configurations. The image below shows an assemble-to-order model for a tablet. During the sales order process, the customer is prompted to make selections for the option classes. The mandatory components do not require customer action and are made available to downstream systems during the assembly process. 114

115 STEPS TO ENABLE No steps are required to enable this feature. TIPS AND CONSIDERATIONS Base model items, option class items, and components items must be defined so that they can be used to define model structures. AUTOMATICALLY CREATE ITEMS FOR SPECIFIC CONFIGURATIONS When users finish selecting options for a model, new algorithms quickly determine whether or not a match for this item definition already exists. If not, then an algorithm creates the new item and the core structure that the item requires. A dynamically created view into the item structure or manufacturing work definition is created throughout the supply chain. The view varies based on role for example, a planner or production operator can access the complete view, whereas a sales representative, buyer, supplier, or customer can access a sales view. A warehouse user views the final stockable or shippable product, and can drill into the sales view. The final assembly that is built based on customer configuration selections is modeled as an item to improve handling and identification through the warehouse and shop floor. This approach also enables all normal item-centric functionality throughout the supply chain and improves item and on-hand 115

116 visibility. This item is referred to as a configured item. There is less manual data entry due to automatic creation of the configured item. The image below depicts a customer configuration on an order in comparison with the match data from previous customer orders. In this case, the customer order data would not be a match since the option selections are not identical. A new configured item would be created to represent the combination of options in the order data. STEPS TO ENABLE No steps are required to enable this feature. TIPS AND CONSIDERATIONS The Configured Item Number Generation setup page allows a business to define a numbering scheme for the generation of new configured item numbers. The configured item numbering scheme can be defined once for all items, or unique numbering schemes can be set by item category. 116

117 PROMISE AND SOURCE CONFIGURATIONS You can promise and source customer orders for a configured product. Ensure that the configuration is sourced from the right location that is capable of fulfilling the configured product order. Orders for models are promised by considering many factors, based on the setup of available-topromise (ATP) rules. It is recommended that work definitions, resource capacities, and lead times across all levels of multilevel ATO models be used. Availability dates shown in Oracle Fusion Order Management are based upon the selected options. Availability of similar configurations is also considered. Sourcing restrictions are evaluated based on option selections (Option-Specific Sourcing) so that only those suppliers or facilities capable of fulfilling the request are considered. Existing stock in other warehouses can also be included in sourcing decisions. Internal material transfers are used to move prebuilt assemblies between two internal organizations. Oracle Fusion Global Order Promising can support these internal orders just as it does standard external orders, using sourcing rules and ATP rules to determine the best possible way to promise. Global Order Promising also generates alternate supply recommendations and enables what-if simulations to determine better promising options. An order manager can manage internal configure to order requests just like external orders, and can also reallocate supply between internal and external orders if required. The following image depicts option-specific sourcing. In the example, configurations with option 1 selected will be sourced from organization D2, while configurations with option 2 selected will be sourced from organization D1. 117

118 STEPS TO ENABLE No steps are required to enable this feature. TIPS AND CONSIDERATIONS ATP rules must be set up for and assigned to models, option classes, and options. ATP rules for models must be assigned at the category level, which enables configured items to be recognized by the same ATP rule assignment. For manufactured ATO models, ensure that the ATP rule has Search Component and Resource enabled. Option classes must be associated with an Infinite Availability based ATP Rule. Exceptions to sourcing rules can be defined so that only those suppliers or facilities that are capable of fulfilling the request are considered. When setting up Global Order Promising rules, it is suggested that you: o Assign ATP rules by item category to reduce maintenance overhead o Assign ATP rules for option classes to an Infinite Availability-Based ATP rule o Define sourcing rules at the model and options level 118

119 PLAN DEMAND AND SUPPLY FOR THE CONFIGURE-TO-ORDER PROCESS You can forecast the demand for a configure-to-order model. Consume orders for the configured product from model forecasts. Derive the demand on lower level options and option classes according to predefined planning percentages. To make sure options are available in a timely manner to manufacture the configured product, offset the required lead times. Exceptions are generated if your supplier or manufacturing capacity becomes overloaded. In the following image, you can see how each level of the model is used in planning for ATO models: Planning for assemble-to-order products allows you to forecast demand for models and to forecast component demand based upon percentages defined in the model item structure. It consumes ATO model forecasts with sales orders for configured products and explodes the remaining forecast, and creates the supply to meet demands for configured products. Planning respects option-specific sourcing exclusion rules, requesting supply creation only from the suppliers or facilities that are capable of fulfilling the request. For example, if a configuration requires a silver-plating process to be executed, facilities that are not able to perform that process are not considered. STEPS TO ENABLE No steps are required to enable this feature. 119

120 TIPS AND CONSIDERATIONS When defining ATO items, ensure that the value for forecast control is set to Consume then Explode, because Oracle Fusion Planning Central will explode forecasts only for items with forecast control = Consume then Explode. Specify the quantity and planning percentage for each option and option class. These values are leveraged to ensure that the planning of component requirements is as accurate as possible. AUTOMATICALLY CREATE SUPPLY FOR CONFIGURED PRODUCTS Automatically create supply for configured products to reduce cycle times for configured orders. You can procure this supply through drop ship, procured back-to-back, manufactured back-to-back, transferred back-to-back, or on-hand inventory. Each configured product uses the same process that any procured or manufactured product uses. A special procedure or manual procedure for a configured product is not necessary. You can monitor the configure-to-order process from beginning to end, from creating the supply through procurement, to internal transfers or in-house manufacturing. You can visually monitor progress and manage exceptions that might jeopardize order fulfillment: Supply documents (work orders, purchase orders, and transfer orders) are created for the configured item to leverage item based fulfillment processes, but the model, selected options and transactional item attributes are also automatically available whenever they are relevant to the fulfillment system. 120

121 Oracle Fusion Supply Chain Orchestration provides tracking and exception management for supply creation and provides error recovery capability. Supply creation information for configure to order sales orders is integrated into the Order Management workbench for maximum visibility. STEPS TO ENABLE No steps are required to enable this feature. TIPS AND CONSIDERATIONS By default, Oracle Fusion Purchasing includes a document style intended for procured configurations. This style is automatically applied when importing blanket agreements used for procuring configurations and is also used when creating purchase orders from requests for configurations. Customers can define their own document styles for procured configurations. The Configuration Ordering Enabled flag on the document style definition must be set to Yes. When defining an ATO Model Work Definition, it suggested that you ensure that all the first level components from structure are assigned to operations. Select the option-dependent attribute only if the operation is truly dependent on certain options being selected. Assign either option classes and/or optional components, or an applicability rule, to the option-dependent operation. MAINTAIN CONFIGURED ITEM DATA Automatically include modifications that occur to the model item definitions in the unique configurations, and immediately include modifications that occur in the model structures in the dynamic configured item structures. To minimize setup, maintenance, and setup proliferation, each unique configuration references other setups that reside at the model level. Although the configured item itself is stored as a new item, the configured item bill of materials is not stored. It is constructed upon request using the options captured in the configured item match data and the mandatory components from the most current version of the base model structure. Supply Chain Orchestration provides configured item structure details for use by downstream processes work orders, purchase orders, transfer orders, and shipping documents. 121

122 The following image shows how the complete structure for a configured item is constructed. There are two views available: Sales View: Used to retrieve the options selected in the sales order. Complete Instance View: Used to retrieve the complete configured item structure. The complete item structure is dynamically constructed and includes the sales view, mandatory components and details from the latest version of the base model. STEPS TO ENABLE No steps are required to enable this feature. TIPS AND CONSIDERATIONS If there is a change to the model structure, users do not have to update all of the configured item structures. 122

123 SUPPORT TRANSACTIONAL ITEM ATTRIBUTES The configure-to-order process supports transactional item attributes to match to existing configurations and for in-house manufacturing. You can easily send transactional item attributes that users select during order entry to manufacturing, and you can use them to determine work order operations. The following image shows how transactional attributes are defined using the Manage Item Classes task in the Setup and Maintenance work area: The transactional attributes that provide a more detailed definition of the product are captured during the order entry process. Those attribute values are then used in the configuration matching process to determine if the configuration already exists. The matching process uses only the transactional attributes specified for use in configuration matching and manufacturing. The attributes are also leveraged by manufacturing to determine which operations should be executed to produce the configured product. STEPS TO ENABLE No steps are required to enable this feature. TIPS AND CONSIDERATIONS Use transaction item attributes in the manufacturing process to determine when to include option-dependent operations. Utilize these attributes to create unique configurations based on properties such as power output or processing speed, or to represent details such as a removable emblem or logo. 123

124 USE BACK-TO-BACK FLOWS The back-to-back flow enables you to build, transfer, and buy according to customer order specifications, helping to reduce inventory while providing a wide variety of product choices for your customers. In back-to-back supply creation and fulfillment, supply is requested for and reserved against demand after a sales order is booked and scheduled. You can fulfill a back-to-back order by procuring from an external supplier, manufacturing in an in-house facility, transferring from another warehouse, or by reserving against available on-hand inventory. After supply is received into the fulfillment warehouse, the back-to-back order can be shipped to the customer. The following figure illustrates the back-to-back supply creation and fulfillment process: PLANNING AND PROMISING BACK-TO-BACK ORDERS This feature enables organizations to initiate back-to-back fulfillment for items enabled for back-toback. Promising of these items is based on local sourcing rules that you set up for the fulfillment warehouse. Sourcing rules are also evaluated to determine supply sources to meet the back-to-back sales order demand. The capability to plan and promise back-to-back orders results in considerable savings in inventory carrying costs. You no longer need to maintain on-hand inventory of back-to-back items in anticipation of a customer order. The following image shows a scheduled back-to-back sales order fulfillment line: 124

125 STEPS TO ENABLE No steps are required to enable this feature. TIPS AND CONSIDERATIONS Global Order Promising uses local sourcing rules to determine how best to source supply to fulfill a back-to-back order. The local sourcing rules designate a source type (Make, Buy, or Transfer) and create the supply recommendation. 125

126 KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. AUTOMATE SUPPLY ORDERS Automatically create a work order, transfer order, or purchase order that the application reserves for the sales order line. Provide visibility to your sales order and customer information from the reserved supply. Give your supply chain manager visibility to the sales order where the supply order is reserved. Demand information from Order Management and supply recommendations from Global Order Promising are matched before the request to create supply is initiated. The type of supply created from the supply order depends on how order promising rules are set up for the back-to-back item. Supply can be created through a purchase requisition/purchase order in Oracle Fusion Purchasing, a work order in Oracle Fusion Manufacturing, or a transfer order in Oracle Fusion Inventory Management. Automation in the supply creation process helps you prevent delays and errors that commonly occur due to manual intervention. Moreover, the supply order facilitates detailed tracking of each task associated with supply creation. The following images show back-to-back purchase requsitions in Purchasing and Manufacturing: 126

127 STEPS TO ENABLE To enable automatic creation of back-to-back supply in Oracle Procurement Cloud (purchase requisitions and purchase orders), do the following: In the Navigator, click Setup and Maintenance. Select the Procurement offering. Click the Configure button if the offering has not been configured. If you don t see the Configure button, then your offering has been configured; click Actions and select Change Configuration. On the Configure: Procurement page, click the Features icon in the Procurement row. On the Features page, select Customer Sales Order Fulfillment, and then click Done. TIPS AND CONSIDERATIONS KEY RESOURCES To achieve complete automation in the supply creation process for the back-to-back Buy process, set up a blanket purchase agreement for the back-to-back item in Procurement and configure agreement controls so that purchase requisitions are automatically converted to purchase orders. The back-to-back Make process requires a valid work definition for the back-to-back item in Manufacturing. For more information on this feature, refer to the following release 11 guide: Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. 127

128 AUTOMATICALLY RESERVE INVENTORY You can automatically reserve goods for a sales order when they become available in inventory, making sure that no other order can use those goods. One key aspect of the back-to-back process is the reservation of supply against a specific demand source. This reservation, established in Inventory Management, ensures that whenever supply is received into the fulfillment warehouse, it is used only to meet the demand for which it has been reserved. In turn, this ensures that you always meet on-time delivery metrics on every single back-toback sales order. The reservation is updated automatically whenever changes occur on either the demand side or supply side. You can view and manage the reservation using the Manage Reservations and Picks page in Inventory Management. Warehouse managers can also view the Back-to-Back indicator on the reservation to help them make supply allocation and re-allocation decisions. The following shows a back-to-back reservation that reflects the source of demand (the sales order): 128

129 STEPS TO ENABLE No steps are required to enable this feature. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. MANAGE CHANGE IN REAL TIME Instantly adjust to supply and demand changes, giving your supply chain manager the ability to resource the supply, if necessary. The back-to-back supply creation and fulfillment process supports changes that originate from the demand side (sales order) or from the supply side (supply document: purchase order, work order, or transfer order). These changes are handled automatically, and any exceptions that occur in the process are identified and displayed in Order Management so that you can take appropriate action to recover from the supply exception. The following changes from the demand side (sales order) are supported: Quantity increase or decrease Requested date pulled in or pushed out Order cancellation The following supply-side changes are supported: Supply delays or date changes Quantity decrease Supply cancellation Notifications show when exceptions occur for example: 129

130 STEPS TO ENABLE No steps are required to enable this feature. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. PROVIDE FULFILLMENT VISIBILITY Give your order manager visibility into work order status, transfer order status, or purchase order status. You can immediately update the order manager with the latest supply status - such as when the supply is available for shipment or the date that the supply is expected to be available. This feature provides you with complete visibility into all tasks, documents, and activities in the back-toback supply creation and fulfillment process. The Supply Chain Orchestration work area gives you a 360- degree view of back-to-back demand and supply. Moreover, you can seamlessly drill down from the back-to-back sales order to the supply order and further down to the supply document without having to change login credentials. Each supply document that originates from back-to-back demand also displays back-to-back identifiers. The Fulfillment Visibility feature also ensures that exceptions in the back-to-back flow are logged and made visible so that you can take appropriate manual action. For example: You can get visibility into back-to-back supply and demand information on the supply order: 130

131 STEPS TO ENABLE No steps are required to enable this feature. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. 131

132 USE INTERNAL MATERIAL TRANSFER FLOWS To improve efficiency in your supply chain and to optimize working capital, you can centrally manage an internal material transfer (IMT) across the Oracle SCM Cloud. An internal material transfer is an end-toend solution that orchestrates transfers according to business rules. It can orchestrate across multiple supply chains. You can manage transfers separately, or you can combine them with sales orders to improve customer service. The following diagram illustrates the internal material transfer flow: USE MULTIPLE TRANSFER SOURCES Internal transfer requests can be created according to current or anticipated changes to demand and supply that occur in Oracle Fusion Planning Central. Additionally, internal transfer requests can be created from min-max replenishment planning and back-to-back orders. You can also upload transfer requests from external sources through a spreadsheet. Oracle Fusion Inventory Management will create transfer orders for further processing from the various transfer sources. STEPS TO ENABLE No steps are required to enable the feature. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. 132

133 CONFIGURE TRANSFER PROCESSING Oracle Fusion Supply Chain Orchestration orchestrates supply requests. The following page in the Supply Orchestration work area provides an overview of supply lines and their current status, including supply line errors, exceptions, jeopardy, and on track: An analytics area provides a graphical presentation of supply lines according to supply type. Supply Chain Orchestration provides rules that you can configure to determine whether or not it should use a transfer order or a purchase order to run an internal material transfer. Supply Chain Orchestration can route an internal material transfer that references shipments through Oracle Fusion Order Management, so Order Management users can view the transfer order and the sales orders. The Supply Orchestration work area provides an entire view of demand and supply and visibility to supply creation. A supply chain operations manager can use it to take corrective action to address errors, and can examine the transfer order or the purchase order. Use the following page to get supply line details, such as requested quantity, fulfilled quantity, supply source, and supply destination: 133

134 STEPS TO ENABLE Add the rules that control how to create the supply execution document: 1. In the Navigator, click Setup and Maintenance. 2. Enter Manage Supply Execution Document Creation Rules in the search field. 3. Click Manage Supply Document Creation Rules. 4. Click Actions, and then click Add Rule. 5. Enter details for the Supply Execution Document Creation Rule. 6. Click Save and Close. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. USE A SIMPLIFIED TRANSFER PROCESS Supply Chain Orchestration uses a transfer order document that can handle the physical movement of inventory between the shipping organization and the receiving organization. It uses this document to process an intraorganization, interorganization, or intercompany transfer. Warehouse personnel can pick, ship, receive, put away, and return items through the same transfer order document. Users save time because Supply Chain Orchestration processes these transfer orders in the same way that it processes shipments and receipts that do not involve an internal material transfer. You can use the Manage Transfer Orders page to access transfer order details, such as transfer price, source organization, destination location, requested quantity, and line status. 134

135 STEPS TO ENABLE No steps are required to enable this feature. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. GET VISIBILITY TO ORDER PROMISING AND PLANNING Oracle Fusion Global Order Promising and Oracle Fusion Planning Central include visibility into internal material transfers for planned items, from creation to receipt of the transfer. A planner can examine, and then reschedule or cancel an internal material transfer, if necessary, before shipping occurs. A planner can release these changes to Supply Chain Orchestration, and then the internal material transfer is updated in Inventory Management. STEPS TO ENABLE No steps are required to enable this feature. TRANSFER CONSIGNED INVENTORY Consigned inventory supports the internal material transfer flow. Material can remain in a consigned state while Supply Chain Orchestration transfers it from a source organization to a destination organization. Inventory consumption rules determine consumption for the consigned inventory. These rules support transaction types for transfer orders and for other attributes, such as item, organization, subinventory, owning party, and so on. Supply Chain Orchestration finishes consumption, creates consumption advice, and then reports this advice to the supplier. STEPS TO ENABLE Add consumption rules: 1. In the Navigator, click Setup and Maintenance. 2. Enter Manage Consumption Rules in the search field. 3. Click Manage Consumption Rules. 4. Click Actions, and then click Create. 5. Enter Consumption Rule details. 6. Click Save and Close. 135

136 KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. AUTOMATE TRANSFER PRICING Oracle Fusion Supply Chain Financial Orchestration calculates the transfer price and taxes for an internal transfer when it creates the transfer order. Use the following page to examine and reconcile this price and tax: STEPS TO ENABLE No steps are required to enable the feature. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. CENTRALIZE TRANSFER MANAGEMENT A transfer order represents demand and supply in a single document. A warehouse manager can use the following page in the Inventory work area to manage transfer orders: 136

137 You can monitor line status, fulfillment status, and interface status, and can examine quantity details, including requested, shipped, and received quantities. You can also edit a transfer order; for example, you can edit the source organization, requested delivery date, requested quantity, and so on. The warehouse manager can use the following page to view transfer order lines and the shipments and receipts that these lines reference. You can click a link in the Shipment or Receipt field to examine details for each shipment or receipt. You can monitor the internal material transfer and identify any potential problems: STEPS TO ENABLE Set up the interorganization parameters so that Inventory Management can perform a transfer order between organizations: 1. In the Navigator, click Setup and Maintenance. 2. Enter Manage Interorganization Parameters in the search field. 3. Click Manage Interorganization Parameters. 4. Click Actions, and then click Create. 5. Enter the Interorganization Parameters. 6. Select the Transfer Order Required option. 7. Click OK, and then click Save and Close. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. 137

138 CONFIGURE TRANSFER FLOW Shipment requests and shipping documentation are directly created from the transfer order. Shipments and receipts are automatically updated through the transfer order. Supply chain orchestration rules determine whether a transfer order line is interfaced to Shipping. Transfer order lines are similar to sales order lines and can be picked, packed, and shipped. A single in-transit shipment is created in Receiving for each outbound shipment in Shipping. Transfer order lines are similar to expected shipment lines and can be inspected, put away, corrected, and returned. STEPS TO ENABLE Specify a rule that determines whether or not to send a transfer order line to Shipping: 1. In the Navigator, click Setup and Maintenance. 2. Enter Manage Supply Order Defaulting and Enrichment Rules in the search field. 3. Click Manage Supply Order Defaulting and Enrichment Rules. 4. Click Actions, and then click Add Rule. 5. Enter details for the Supply Order Enrichment Rule. 6. Click Save and Close. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. INTEGRATE SALES ORDER FULFILLMENT Order Management comes predefined with an integration that interfaces with Inventory Management to receive a transfer order, and then orchestrate it, including schedule, reserve, and ship the order. This integration can orchestrate and manage an internal material transfer across fulfillment systems. You can use the source document type in the Order Management work area to locate a transfer order. You can use Check Availability to examine alternate supply options and perform a what-if analysis to schedule each transfer order. You can prioritize orders and reallocate supply between one or more transfer orders and sales orders. For example, if you reserve supply to fulfill the sales order on time, then you can prioritize a sales order over a transfer order. Use the following page to manage fulfillment lines: 138

139 STEPS TO ENABLE Specify the rules that determine whether or not to send the transfer order directly to Shipping, or to send it through Order Management, and then to Shipping: 1. In the Navigator, click Setup and Maintenance. 2. Enter Manage Supply Order Defaulting and Enrichment Rules in the search field. 3. Click Manage Supply Order Defaulting and Enrichment Rules. 4. Click Actions, and then click Add Rule. 5. Enter Supply Order Enrichment Rule details. 6. Click Save and Close. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. FLEXIBLE RETURN TRANSFERS A return can include a physical return of material, or only a logical return. The Manage Return process starts the return transaction, and creates an inventory transaction that uses the transfer order type. If the Physical Material Return Required field on the following page: 139

140 Is selected: Order Management creates a transaction for the physical return of the material, and then sends the sales order to Shipping. Is not selected: Order Management creates a logical return, and does not send the sales order to Shipping. Order Management also creates a document that you can use for tax, accounting, and audit trail purposes: STEPS TO ENABLE Indicate whether or not a physical return of the material is required: 1. In the Navigator, click Receipts. 2. Click Return Receipts. 3. Search for Transfer Order. 4. Click Return. 5. Set the Physical Material Return Required option. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. CONFIGURE TRANSFER ACCOUNTING You can use Supply Chain Financial Orchestration to manage the financial relationship that results from trade that occurs between internal organizations that belong to different business units. You can use it to separate the physical flow of goods from the financial accounting of these goods. You can configure Supply Chain Financial Orchestration so that it defines the parties that are involved in the ownership transfer. You can specify the documentation and accounting that is required for this transfer. Supply chain controllers can use a transfer order to perform financial orchestration between internal organizations. You can specify to transfer the title of goods when you ship them, or when the destination receives them. The transfer order shipment or the transfer order receipt starts the financial flow. Use the following page to create a financial orchestration flow: 140

141 STEPS TO ENABLE No steps are required to enable the feature. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. MONITOR TRADE FLOW COSTS Oracle Fusion Cost Management supports internal material transfer flows and can help you to improve efficiency in your supply chain. You can monitor trade flow costs, and use an audit trail that includes transfer prices and costs for shipments across your business units. 141

142 Cost Management uses a profit in inventory cost element to track profit earned on each internal transfer so that you can view internal markups in an intercompany trade flow. If you allow this profit tracking, then a cost accountant can view the profit earned during each part of the transfer. In the following example, you can view goods received in the US West business unit at a price of $11.55, and you can also view the profit that the Singapore and China business units earn, and the original cost of the material. You can analyze goods received according to the profit that each business unit earns: Cost Management can cost and account for each internal material transfer that includes a purchase or a return, and it streamlines accounting when the physical flow of shipping goods is different from the financial flow. STEPS TO ENABLE No steps are required to enable the feature. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle Supply Chain Management Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. 142

143 SUPPLY CHAIN ORCHESTRATION Supply Chain Orchestration provides the backbone infrastructure that delivers end-to-end supply execution and management across the Oracle Supply Chain Management Cloud. Supporting various business processes and flows, Supply Chain Orchestration receives supply requests from multiple Oracle SCM Cloud products. You can run business process steps and tasks across the Oracle SCM Cloud, according to predefined orchestration flows. Supply Chain Orchestration provides visibility and alerts when exceptions or jeopardy conditions occur. It improves the efficiency of the supply chain and helps to reduce the cycle time that is required to get supply where it is needed so that it meets demand. Supply Chain Orchestration allows you to create both standard and configured products. Supply Chain Orchestration is designed to execute Advanced Fulfillment business processes such as contract manufacturing and back-to-back fulfillment. It takes a request to create supply from various Oracle Cloud products, such as Oracle Fusion Planning Central, Oracle Fusion Inventory Management, and Oracle Fusion Global Order Promising. After receiving these supply requests, Supply Chain Orchestration launches and manages complex supplycreation processes to create supply in designated warehouses in order to fulfill demand. When changes to either the demand or the supply happen, Supply Chain Orchestration performs automated change management to keep the supply balanced with the demand in terms of quantity and fulfillment dates. Supply Chain Orchestration also provides users complete visibility into the progress of the supply that is being created and the relationship between various documents of a flow. AUTOMATICALLY CREATE SUPPLY FOR EACH PREDEFINED PROCESS You can use the following predefined flows to automatically create supply: Procured back-to-back Transferred back-to-back Internally manufactured back-to-back Outsourced contract manufactured back-to-back Plan-to-produce contract manufacturing In addition, Supply Chain Orchestration also orchestrates the internal material transfer (IMT) processes. To provide a single integration point, Planning Central and Inventory Management min-max planning capabilities send their buy, make, and transfer supply requests to Supply Chain Orchestration. Supply Chain Orchestration uses the orchestration process and business rules to determine the Oracle Cloud system that must run the request. For example: 143

144 When a request for supply creation is received, Supply Chain Orchestration automatically selects the appropriate supply-creation process, launches the process, and tracks the entire life-cycle of the supplycreation process. Automated selection and execution of processes in Supply Chain Orchestration enables optimal selection of the best process for supply creation, for better utilization of in-house and partner resources. The following is a page from a back-to-back, in-house-manufacturing supply creation process. In the Supply Order Details page, users can see that this order is a back-to-back manufacturing (make) order for in-house manufacturing (because it is not a contract manufacturing order): 144

145 STEPS TO ENABLE No steps are required to enable this feature. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. CONFIGURE SUPPLY CHAIN RULES You can use Oracle Business Rules to configure and manage the documents that Supply Chain Orchestration uses when it routes a flow to the Oracle SCM Cloud. Release 11 includes predefined business rules that are ready to use. You can configure them to implement custom processing. You define the business conditions that determine the rule to use. Set up rules to determine how transfer of goods between two inventory organizations is executed. For example, initiate a simple transfer or an arms-length transaction that requires the receiving organization to purchase the goods from the supplying organization. Automating the execution rules ensures that the transfers comply with all legal and business requirements. It provides the extensibility and configurability to accommodate expansion, reorganization, and mergers and acquisitions. Automating the rules also improves accuracy and reduces cost by eliminating manual intervention. 145

146 The following shows a page from the Oracle Business Rules user interface: STEPS TO ENABLE No steps are required to enable this feature. TIPS AND CONSIDERATIONS Best practice is to set up rules based on the ship-from organization and ship-to organization. Because the organization could belong to different business units or legal entities, the business rules will apply to how they do business with each other. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. USE REAL-TIME CHANGE MANAGEMENT Immediately adjust to changes in demand or supply to minimize risk in the supply chain. Support changes in supply and demand and automatically take corrective action or, if an action cannot be run, then send an alert to the Oracle SCM Cloud. 146

147 Supported supply-side changes include the following: Increase or decrease in supply quantity Supply order cancellation Changes in supply availability dates Split of supply if total supply is available in more than one delivery Responses to these changes depend on the type of change and the business process. A comprehensive set of change management rules provided in Supply Chain Orchestration address the supply side changes. Supported demand-side changes include: Demand cancellation Increase or decrease in demand quantities Change in need-by dates for the demand When demand-side changes occur, Supply Chain Orchestration change management attempts to alter the supply to match the demand. If supply cannot be changed to satisfy the new conditions, it notifies the fulfillment system of the exceptions. The exact logic of change management depends on the business processes for creating supply. Automated change management ensures on-time fulfillment without manual intervention. It prevents buildup of excess inventory by reducing the supply to match demand. It also reduces costs associated with manual management of changes and reduces errors that are inevitable in manual management of such processes. You can use the Supply Chain Orchestration work area to track supplies that are undergoing change management: 147

148 STEPS TO ENABLE No steps are required to enable this feature. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. GET FULL VISIBILITY INTO END-TO-END SUPPLY PROCESSES Receive constant visibility into the Oracle SCM Cloud processes that create supply. Use summary views to monitor progress, view errors, and manage exceptions that might jeopardize supply from meeting demand. Use the Supply Chain Orchestration work area to view errors, take corrective action, resubmit to continue processing, or drill into supply details to monitor each task and task progress. Open documents directly from the Supply Chain Orchestration work area to view important information Visibility into the supply-creation flows is crucial for ensuring high customer satisfaction by creating supplies on time to fill the orders. It allows for expedient exception handling by ensuring that appropriate level of details and the context is presented to the decision makers. It facilitates better use of enterprise resources by promoting management by exception and by providing a single point of entry for navigating up and down the value chain to identify and address exceptions, errors, and jeopardy. 148

149 The Supply Order Details page provides a 260-degreee view of supply progress: STEPS TO ENABLE No steps are necessary to enable this feature. KEY RESOURCES For more information on this feature, refer to the following release 11 guide: Oracle SCM Cloud: Implementing Manufacturing and Supply Chain Materials Management, available on the Oracle Help Center. 149

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