Oracle EBS Ascp user reference guidelines for gulf oil

Page i File Ref: Ascpuserreferenceguidelinesforgulfoil-170628055343

AIM

DO.070 USER GUIDE

BAPCO - LUBRICANT BUSINESS UNIT

ORACLE ADVANCED SUPPLY CHAIN

PLANNING (ASCP)

Author: Thirubalamurugan.S

Creation Date: February 11, 2013

Last Updated: June 28, 2017

Document Ref: BAPCO/LUBE/ASCP/DO.070

Version: 1.1

File Ref: Ascpuserreferenceguidelinesforgulfoil-170628055343 BAPCO-LUBE/NOUVASYS Confidential

Document Control ii

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Date Author Version Change Reference

June 28, 2017 THIRUBALAMURUGAN S 1.0 Initial

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Note To Holders:

If you receive an electronic copy of this document and print it out, please write your name

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Document Control 1 of 60

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Preface

his document describes how to enter data, query, run reports and navigate

within the Oracle Advanced Supply Chain Planning Modules. This document also includes information on setting up additional user definable set up, as well as running and reviewing reports. This document has to be referred in conjunction with Oracle Advanced Supply Chain Planning Applications Reference Manual and Oracle Advanced Supply Chain Planning Applications User Guide.

Business Functionalities / Processes relevant to the operations of BAPCO Lube Planning Implementation have been discussed in detail in BP.080 Process document.

Topics Covered are:

Getting started with Oracle Applications

Define Item Planning Attributes

Define Sourcing Rule and Assignment Sets

Forecast Entries

Run Data Collections

Define Supply Chain Plan

Release Pllanned Orders

Reports


How the Manual Is Organized 2 of 60

How the Manual Is Organized

This manual is divided in 2 sections:

• Getting Started with Oracle Application

• Oracle Advanced Supply Chain Planning

Section 1. Getting Started

Oracle E-Business Suite is a complete set of business applications for managing and

automating processes across your enterprise. This section describes the user interface features that are common to Oracle E-Business Suite applications

Section 2. Estimation Procesess

This section covers the steps are to be followed in performing Oracle Advanced Supply Chain Planning Activities in Oracle Applications as outlined in the BP080 Process

Document

Audience

This user manual is a handy document designed exclusively for BAPCO Lube Business Unit Oracle Application Business Users which helps in using Oracle

Advanced Supply Chain Planning efficiently as a tool for Functional processing and information retrieval for analysis of data.

How to Use This Manual

This document has to be referred in conjunction with Oracle User Manual where form level details are provided. This document covers various aspects such as

1. Flow of Functional Processes 2. Explanation to various functions. 3. Important fields in each form

Related Documents

Oracle Advanced Supply Chain Planning User's Guide:

This guide describes how to define Multi-Organization Supply Chain Plan to suggest

planned orders (Procurement Requisitions) for the demand forecast and sales orders. Item Sourcing will be done from suppliers and internal customers through sourcing rules.Oracle Formulator, Master Scheduling/ Forecast, Order Management, Purchasing and Inventory are the other modules that use the Oracle Advanced Supply chain planning.

Your Comments are Welcome

If you would like to contact us regarding comments and suggestions on future releases of Advanced Supply Chain Planning User Manual, please use the following address:

BAPCO-Lubricant Business Unit

Oracle Advanced Supply Chain Planning



Contents

Document Control ................................................................................................................................. ii

Preface..................................................................................................................................................... 1

How the Manual Is Organized .......................................................................................................... 2

Audience .......................................................................................................................................... 2 How to Use This Manual ............................................................................................................ 2 Related Documents...................................................................................................................... 2 Your Comments are Welcome ................................................................................................. 2

C H A P T E R 1 Getting Started..................................................................................................................................... 5

Getting Started with Oracle Application ........................................................................................ 6

C H A P T E R 2 Define Item Planning Attributes ................................................................................................ 18

Define Item Planning Attributes ..................................................................................................... 19

Navigation Instructions .............................................................................................................. 20 Item Planning Attributes ........................................................................................................... 20

C H A P T E R 3 Define Sourcing Rule/ Assignment Sets ............................................................................... 22

Item Sourcing Rules and Planning Assignment Set ............................................................... 23

Navigation Instructions .............................................................................................................. 24 Sourcing Rules............................................................................................................................. 24

Sourcing Rule Planning Assignment Set .................................................................................... 26

C H A P T E R 4 Forecast Entries................................................................................................................................ 28

Forecasts ............................................................................................................................................... 29

Navigation Instructions .............................................................................................................. 30 Forecast Sets ............................................................................................................................... 30

Copy Forecast ...................................................................................................................................... 33

C H A P T E R 5 Run Data Collections ...................................................................................................................... 35

Run Data Collections ......................................................................................................................... 36

Navigation Instructions .............................................................................................................. 37 Data Collections – Planning Data Pull ................................................................................. 37 Navigation Instructions .............................................................................................................. 39 Data Collections - Operational Data Store ......................................................................... 40



C H A P T E R 6 Define Supply Chain Plan............................................................................................................. 42

Define Supply Chain Plan ................................................................................................................ 43

Navigation Instructions .............................................................................................................. 44 Supply Chain Plan ...................................................................................................................... 45

C H A P T E R 7 Release Planned Orders................................................................................................................ 48

Planning Recommendations from Planner Work Bench ....................................................... 49

Navigation Instructions .............................................................................................................. 49 Planner Work bench .................................................................................................................. 50

C H A P T E R 8 Request Submission ....................................................................................................................... 56

Open and Closed Issues for this Deliverable ........................................................................................................................... 60

Open Issues .................................................................................................................................. 60 Closed Issues ............................................................................................................................... 60



C H A P T E R

1 Getting Started

his Chapter describes the basic steps to Getting started with Advanced Supply Chain Planning Application T


Getting Started with Oracle Application 6 of 60

Getting Started with Oracle Application

Oracle E-Business Suite is a complete set of business applications for managing and automating processes across your enterprise. This chapter describes the user interface features that are common to Oracle E-Business Suite applications

Log In:

To log in to Oracle Applications, please type the address link in the internet explorer address bar. http://fhrprd.bah.bapco.int:8011/

This will take you to the Oracle E-Business Suite Login Page.

Entering User Name and Password

1. Enter user name and password provided by your system administrator.

* User Name Your User Name

* Password Your Password

2. Click the login button.

This will take you to the Oracle E-Business Suite Home Page , the entry point to Oracle E-Business Suite.

Oracle E-Business Suite Home Page:

From this page you can:

1. Choose E-Business Suite responsibilities.

2. Access E-Business Suite functions.

3. Set preferences.

4. Navigate to frequently used functions from favorites.

http://fhrprd.bah.bapco.int:8011/



Access E-Business Suite Functions A responsibility is a level of authority in Oracle. It enables your access to those functions and data appropriate for your enterprise role. A responsibility in turn is made up functions. Each function is accessed to perform a

specific task. To Access a Function:

1. Select a responsibility to view its menu of functions.

2. Select the function to launch.

This takes you to the Navigator.



The Navigator From the navigator you can:

1. Open forms from the functions tab.

Buttons on the left side of the navigator:

Plus Button denotes expanding a single branch menu

Minus Button denotes collapsing a single branch menu

Plus Button with downward arrow denotes expanding a main branch

Double plus Button denotes expanding all the branches to the lowest level

Double minus Button denotes collapsing all the branches to the Highest Branch level

To Open Forms The Functions tab provides links to the forms accessible to your current responsibility.

To open a form, expand the function heading and double-click the form name.



Creating a Top 10 List You can add forms that you use frequently to your Top Ten List. Create a different top ten list for each of your

responsibilities. To add a form to the Top Ten List

Select the form (from the Left side) then Press the Add to List button.You can add Maximum of 10 Menus in

your Top Ten List

To remove a form from the Top Ten List

Select the form, (from the Right side) then Press the Remove from List button

Forms Toolbar



The toolbar icons and the actions they perform are as follows:

1. The New icon opens a new record.

2. The Find... icon invokes the Find window.

3. The Show Navigator icon invokes the Navigator window.

4. The Save icon saves your data.

5. The Next Step icon advances you to the next step of a process.

6. The Switch Responsibilities icon invokes the list of your responsibilities for you to choose another.

7. The Print icon prints the current screen.

8. The Close Form icon closes all windows of the current form.

9. The Cut icon cuts the current selection to the clipboard.

10. The Copy icon copies the current selection to the clipboard.

11. The Paste icon pastes from the clipboard into the current field.

12. The Clear Record icon erases the current record from the form.

13. The Delete icon deletes the current record from the database.

14. The Edit Field icon displays the Editor window for the current field.

15. The Zoom icon invokes customer-defined drill-down behavior.

16. The Translations icon invokes the Translations window.

17. The Attachments icon invokes the Attachments window.

18. The Folder Tools icon invokes the Folder Tools palette window.

19. The Window Help icon invokes online help for the current window.

Keyboard Shortcut Keys: Here are some useful shortcuts:

Key Command Key Command

[F6] Clear Record [ TAB] Next Field

[F11] Enter query [Ctrl]+[H] Window Help

[Ctrl]+[F11] Execute query

[Ctrl] + [L] List of values

[Ctrl]+[S] Save

[F4] Exit

Searching For Data Using Forms



To find records in your current block or window, use the Find command:

1. Choose Find from View menu or click on the Flash Light Icon from the Tool Bar.

2. Enter the search criteria and select the find button

Using List of Values (LOV): A field that has predefined list of valid values displays a LOV icon.



Select this icon to view the valid field values. To select a value from the list:

1. In the list window, enter any group of characters and select the find button.

2. Use the wildcard character (%) to represent any number of characters.

Note: Do not enter a wildcard character by itself. This will match all records.

Power List: Power list enables you to enter a search string or partial value in the LOV field without opening the list window. To use it,



Enter the initial character(s) of a value in the field and press Tab key. Power list completes the entry for you.

Query by Example:

Query by example allows you to specify search criteria in any of the queryable fields. To use it:

1. From View menu, choose Query by Example, then Enter.



2. Queryable fields are displayed in blue.

3. Enter the search criteria in the query able fields.

4. To perform search: From the View menu choose Query by Example, then Run



5. To exit: From the View menu choose Query by Example, and then cancel.

Mandatory Fields: In Oracle application forms the field marked as yellow are mandatory fields and data needs to be inserted in these fields in order the save the changes done to the form.



Descriptive Flex Field:

An Oracle Applications feature used to collect information unique to your business. You determine the additional information you need and descriptive flexfield lets you customize your application to your needs without additional programming



Date Format:

Oracle follows this standard date format DD-MON-YYYY.

Exit Application:

To Exit Oracle Application:

1. Choose File menu then click Exit Oracle Applications.

2. You can also use the Windows standard Close Icon X in the title bar to exit from the application.

3. Click OK when prompted.



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C H A P T E R

2 Define Item Planning

Attributes

his Chapter describes the steps to define various Item Planning attributes while

creating items in the item master.


Define Item Planning Attributes 19 of 60

Define Item Planning Attributes

Item Planning attributes are defined at the Item Master level. This important attributes makes planning active.

Item Planning Attribute(s) Functional Area Description

Make or Buy

General Planning This item attribute determines how the item is planned. The planning process looks at the Make or Buy item attribute to determine whether to generate component requirements.

The attribute can have a value of Make or Buy and is directly related to the Process Execution Enabled and Purchasable item attributes.

When implementing orders via the Planner Workbench, the make or buy attribute is used as the default for the type of planned order you can implement, either purchased or

manufactured.

Planner General Planning Planners manually review, adjust, and release orders as

needed by the shop floor/Planning department.Assign Item Level Planner for each item that is under MRP Planned. To release planned orders from the Planner work bench,

Planner is required to be defined and assigned. A single planner may handle both purchasing and production supply scheduling. Planners may also be responsible for leveling

production, scheduling efficient batch sizes, and keeping stock balances to a minimum

Inventory Planning Method General Planning A Same Item cannot be in both MRP Planned and in General Planned. Hence Not Planned to be chosen for all MRP Planned Items

Planning Method MPS/MPP Planned All FG items having independent demand should be defined as MPS/MPP Planned Items so that they can be

placed in the forecasts and sales orders. All dependent demand items (components) should be defined as MRP Planned Items so that Purchase requisitions can be

generated for such items from the work bench

Forecast Control MPS/MPP Planned Consume and derive option is chosen to consume all

forecasts for independent demand item whose forecasts are consumed during sales order issue and shipments and the forecast is updated.

Purchasable Purchasing This item attribute allows you to establish whether the item can be placed on purchase orders or requisitions. Items will

be available as Purchase Requisitions while releasing planned orders from Planner work bench . Enter List Price for all raw materials and packaging items

Stockable Inventory Enables you to store the item in an asset subinventory. Used while Net Subinventories during Planning Net

Requirement calculations

Customer Orders Enabled Order Management Enables you to place the item on a sales

Order. It creates demand for all Items that are placed on the Sales Orders. This is required while setting planning parameters

Recipe Enabled Process Manufacturing

Enables you to create a recipe or formula for this item in process manufacturing. To explode all formulas to arrive

component requirements during planning process.

Process Execution Enabled Process

Manufacturing

Enables you to use the item in a production batch as an

ingredient, product. To release work orders (batch) through planned orders from planner work bench



Navigation Instructions

Inventory Super User > Items > Master Items Inventory Super User > Items > Organization Items

Item Planning Attributes

To enable a Item Planning Atributes: 1. Choose Organization [“Dubai” Organizations Name] from the list. (Only if there are

Multiple Organizations available)

2. In the Navigator, Choose the Master Items from Items function, Open the Form

3. In the Master Item .Query for the existing Finished Goods Item by Query and ReQuery 4. In the Master Item, Navigate to the Inventory (T),

a. Enable Check Box Inventory Item

b. Enable check box Stockable c. Enable check box Transactable

5. In the Master Item, Navigate to the Purchasi n g (T) and

a. Enabl e Purchas ed

b. Enabl e Purchas abl e

c. Enter List Price as ‘0.00” (Require d for all raw materi al s and pack agi ng)

6. In the Master Item, Navigate to the Process Execution (T),

a. Enable Check Box Process Execution Enabled b. Enable check box Recipe Enabled c. Enable check box Process Costing Enabled

7. In the Master Item, Navigate to the Order Management (T),

a. Enable Check Box Customer Ordered b. Enable check box Customer Orders Enabled

c. Enable check box Process Costing Enabled



8. In the Master Item, Navigate to the General Planning (T),

a. Enable Check Box Inventory Planning Method as Not Planned b. Enable check box Make or Buy as Make

9. In the Organization Item, Navigate to the General Planning (T),

a. Choose the Planner from the List “XYZ”

10. In the Master Item, Navigate to the MPS/MRP Planning (T),

a. Choose the FG Item as MPS/MPP from the List “XYZ”



C H A P T E R

3 Define Sourcing Rule/

Assignment Sets

his Chapter describes the steps to create Item Sourcing Rules and Assign them to the Planning Assignment Sets.

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Item Sourcing Rules and Planning Assignment Set 23 of 60

Item Sourcing Rules and Planning Assignment Set

Sourcing Rule specifies how to replenish items in an organization, such as purchased items in plants .A Sourcing Rule determines the movement of materials between organizations. These organizations include suppliers and

materials include items made at the Internal organizations.

You can define sourcing rules that specify how to replenish items in an organization such as Purchased & Transfer Items in Plants. Sourcing Rules can also specify how to replenish all organizations, as when the entire enterprise gets

a subassembly from a particular organization (Inter Org Transfer between Two Organizations)

Item sourcing among the Rank 1 Suppliers are done by specifying allocation percentage. For example, a sourcing rule for item A1 lists two suppliers, both rank 1 with a 50%-50% split.For the Same Rank, allocation percentage of all

suppliers must be equal to 100 % so to make Planning active .

Sourcing rules determine the movement of materials throughout your supply chain; these include items that you buy from your suppliers and make at your manufacturing organizations. Sourcing rules and bills of distribution both

specify date-effective sourcing strategies, combining replenishment sources with split allocation percentages and rankings. A replenishment source is:

An inter-organization transfer (Transfer From) The replenished organization that manufactures the item (Make At) An external supplier (Buy From)

Assignment Sets:

A group of sourcing rules and a description of the items and/or organizations whose replenishment they control.

You can assign sourcing rules to a single item in an inventory organization, all items in an inventory organization,

categories of items in an inventory organization, a site, and an organization. These assignments have an order of precedence relative to one another.




Advanced Supply Chain Planning > Sourcing > Sourcing Rules, Assignment Sets

Sourcing Rules

To create a Sourcing Rules: A. In the Navigator, Choose Organization [“Dubai” Organizations Name] from the list. (Only if

there are Multiple Organizations available)

B. In the Navigator, Navigate to the Souricing > Sourcing Rules , and Open the form

C. In the Sourcing Rule window ,



a. Enter *Name as “XYZ ADDITIVES”

b. Choose *All Orgs from the Radio Button c. Enter Description as “XYZ ADDITIVES” optionally

D. In the Sourcing Rule window ,

a. Enter the *Effective Date From b. Enter the Effective Date To <Optionally>

E. In the Sourcing Rule window ,

a. Enter the *Type From b. Enter the *Supplier

c. Enter the *Supplier Site d. Enter the *Allocation % e. Enter the * Rank


Sourcing Rule Planning Assignment Set 26 of 60

Sourcing Rule Planning Assignment Set

To Assign Sourcing Rules: 1. In the Navigator, Choose Assign Sourcing Rules and Open the Form

2. In the Assign Sourcing Rules, enter the following

a. Enter the Assignment Set as “XYZ Lubricants Business Unit”

b. Optionally Enter the Description as “XYZ Lubricants Business Unit”

3. In the Assign Sourcing Rules, enter the following under Sourcing (T)

For Components

a. Choose the Assignment To as “Item-Instance”

b. Enter the Item/Category as “ LA.XYZ”

c. Now the Description is defaulted by the system for the previous value

d. Choose the Type is “Sourcing Rule”

e. Choose the Sourcing Rule as “XYZ Sourcing Rule”

f. Choose the Condition as “Updateable”

For FG Items

a. Choose the Assignment To as “Item-Instance-Organization”

b. Enter the Instance/Org as “LBU:L02”

c. Enter the Item/Category as “ LA.XYZ”

d. Now the Description is defaulted by the system for the previous value



e. Choose the Type is “Sourcing Rule”

f. Choose the Sourcing Rule as “XYZ Sourcing Rule”

g. Choose the Condition as “Updateable”

4. Click Save to Complete



C H A P T E R

4 Forecast Entries

his Chapter describes the steps involved to define and enter forecasts for all independent demand Items

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Forecasts 29 of 60

Forecasts

Oracle Process Manufacturing (OPM) uses Oracle Forecasting to predict future demand for items over time.

You can generate a forecast in user-defined buckets such as day, week, or period, specify a start and end dates,

Consume sales orders using backward and forward days, confidence factor, and item controls.

Forecasts are consumed each time you place sales order demand for a forecasted product.

You can define a forecast for a particular item by entering a single date and quantity. You can also specify a start and

end date, and a quantity.Forecasting shows predicted future demand for items over time. You can associate any number of items to a forecast and an item can be in multiple forecasts. For each item, you must enter days, weeks, or periods, and the quantities that are expected to be shipped.

The forecast can be automatically created without manually entering the individual quantities and dates. You can create new forecasts from existing forecasts or forecast sets to manage and consolidate forecast information. You can copy forecasts from one organization to another organization

Forecast Sets

You can create multiple forecasts and group complimenting forecasts into forecast sets. Forecast sets consist of one

or more forecasts. For example, a forecast set can contain separate forecasts by region. Group forecasts that represent different scenarios.


Forecasts 30 of 60


Inventory > Planning > Forecasts> Forecast Sets

Forecast Sets

To create a Forecast Sets:

1. Choose Organization [“Dubai” Organizations Name] from the list. (Only if there are


2. In the Navigator, Choose the Forecasts > Forecast Sets

a. Enter *Forecast Set as “XYZ LBU2013” b. Enter Description as “XYZ LBU2013” c. Choose the Bucket Type as “DAYS”

d. Choose the Level as “Item” e. In Consumptions Options, Enable Consume Flag f. In Consumptions Options, Enter Outlier Update as 100 %

g. In Consumptions Options, Enter Backward Days as ‘0’ h. In Consumptions Options, Enter Forward Days as ‘0’ i. Enable Advanced Planning Collections check box

3. Enter Forecast as “ EXP2013”

4. Enter Forecast Description as “ EXP2013” 5. Optionally enter Demand Class as “ XYZ”


Forecasts 31 of 60

6. Navigate to the Forecast Items , a separate window Forecast items appears, in that Enter the following a. Enter *Item as “XYZ ”, now the Description, UOM details are defaulted

b. Enter Description as “XYZ LBU2013”

c. Choose the Bucket Type as “DAYS” d. Choose the Level as “Item”

In Consumptions Options, Enable

7. Navigate to the Forecast Items > Details (B) , a separate window Forecast Entries appears, in that Enter the following

a. Choose Bucket as “Periods” b. Choose Date as “DD-MON-YYY” c. Choose End Date as “DD-MON-YYY”

d. Now Number of Buckets is calculated as “1” e. In the Quantity Field , Enter Current Quantity

Note: This Current Quantity is updated as and when there is consumption

f. Now the Original Quantity is defaulted by the system along with Forecast g. Repeat the steps a to f to add more line items

8. Click Save to complete the activity

9. In the Forecast Entries window, View the Consumptions,


Forecasts 32 of 60


Copy Forecast 33 of 60

Copy Forecast

To create a Forecast Sets:

1. Choose Organization [“Dubai” Organizations Name] from the list. (Only if there are


2. In the Navigator, Choose the Forecasts > Forecast Sets and Query for the Existing Forecast sets

3. In the Navigator, Choose the Copy/Merge Forecast and the following request will appear



4. In the Copy/Merge Forecast,

a. Choose the Destination Forecast as “XYZ”

b. Choose the Source Type as ‘Specific Forecast”

c. Choose the Forecast Organization as “XYZ”

d. Choos e Forec ast /Lo ad Sourc e List as

e. Choos e Overwrite as Yes/N o

f. Choos e StartDate as DD-MO N-YY Y Y

g. Choos e Cutoff Date as DD-MO N-YY Y Y

h. Choos e Explode as No

i. Choos e Quanti ty Type as Current

j. Choos e Cons um e as No

k. Choos e Mofific ati o n Percent as 0

l. Choos e Carry Forward Days as 0

m. Click OK



C H A P T E R

5 Run Data Collections

his Chapter describes the steps involved to run data collections from oracle source systems , which includes item data, Stock details and demand includes sales order data etc before releasing planned orders. The collection data can be viewed from

view collection data for the further analysis

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Run Data Collections 36 of 60

Run Data Collections

Collection Methods

Collecting data can take a significant amount of time compared to the time for the overall planning cycle.

The collection program can consolidate the entities such as

The first program, Planning Data Pull, copies information from the source instance into the APS staging tables on the planning server. For example, it ensures that items with the same names that are collected

from different source instances will be assigned the same internal IDs (recognized as the same item).

The second program, Planning ODS Load, copies information from the APS staging tables into the operation data store on the planning server, where it becomes available for use during planning.

There are three collection methods:

I. The Complete Refresh method clears all transaction data for all business entities from the planning server (for the source instance being collected), then copies over information about the user-

selected entities. This method can be time consuming.

II. The Targeted Refresh method clears transaction data for only the user-selected business entities from the planning server, and then copies the entity information over from the transaction instance.

Information about unselected entities remains intact g targeted refresh for entity Trading partners, also collect entity Calendarsand PJM

III. The Net Change Refresh method copies only incremental changes to business entities to the

planning server (and is thus faster), but is supported mainly for demand and supply business entities only.




Advanced Supply Chain Planning > Collections > Oracle Systems > Standard Collection > Planning Data Pull

Data Collections – Planning Data Pull

1. In the Navigator, Choose Standard Collection and now Planning Data Collection

Request will appear in a separate window

2. In the Planning Data Collection , perform the following

a. Select the Program “Planning Data Pill”



b. Click the Parameters

c. In the Parameters, Choose the Instance as “XYZ”

d. In the Parameters, Choose the Collection Group as “All” e. In the Parameters, enter the Number of workers as “2”

f. In the Parameters, enter the Timeout (Minutes) as “180” g. In the Parameters, enter the Purge Previously Collected Data as “Yes” h. In the Parameters, enter the Collection Method as “Complete Refresh”

i. In the Parameters, enter the Analyze Staging Tables as “No” j. In the Parameters, enter the Approved Supplier Lists (Supplier Capacities) as “Yes, replace all

values”

k. In the Parameters, enter the ATP Rules as “Yes” l. In the Parameters, enter the Bills of Materials/ Routings/ Resources as “Yes” m. In the Parameters, enter the Bills of Resources as “Yes”

n. In the Parameters, enter the Calendards as “Yes” o. In the Parameters, enter the Demand Classes as “Yes” p. In the Parameters, enter the End Item Substitutions as “Yes”

q. In the Parameters, enter the Forecasts as “Yes” r. In the Parameters, enter the Items as “Yes” s. In the Parameters, enter the Key Performance Target Indicators as “Yes”

t. In the Parameters, enter the Master Demand Schedules as “Yes” u. In the Parameters, enter the Master Production Schedules as “Yes” v. In the Parameters, enter the Onhand as “Yes”

w. In the Parameters, enter the Planning parameters as “Yes” x. In the Parameters, enter the Planners as “Yes” y. In the Parameters, enter the PO Receipts as “Yes”

z. In the Parameters, enter the Projects/Tasks as “Yes” aa. In the Parameters, enter the Purchase Orders/Purchase Requisitions as “Yes” bb. In the Parameters, enter the Reservations as “Yes” cc. In the Parameters, enter the Resources Availability as “Collect Existing Data”



dd. In the Parameters, enter the Safety Stock as “Yes” ee. In the Parameters, enter the Sales Orders as “No”

ff. In the Parameters, enter the Sourcing History as “No” gg. In the Parameters, enter the Sourcing Rules as “Yes” hh. In the Parameters, enter the Subinventories as “Yes”

ii. In the Parameters, enter the Supplier Responses as “Yes” jj. In the Parameters, enter the Suppliers/Customers/Orgs as “Yes” kk. In the Parameters, enter the Transportation Details as “Yes”

ll. In the Parameters, enter the Unit Numbers as “Yes” mm. In the Parameters, enter the Unit of Measure as “Yes” nn. In the Parameters, enter the User Company Association as “No”

oo. In the Parameters, enter the User Supplies and Demands as “Yes” pp. In the Parameters, enter the Work in Process as “Yes” qq. In the Parameters, enter the Sales Channel as “No”

rr. In the Parameters, enter the Fiscal Calendar as “No” ss. In the Parameters, enter the Internal Repair Orders as “No” tt. In the Parameters, enter the External Repair Orders as “No”

uu. In the Parameters, enter the Payback Demand and Supply as “No” vv. In the Parameters, enter the Currency Conversion as “No” ww. In the Parameters, enter the Delivery Details as “No”

xx. In the Parameters, enter the Install Base under Contracts as “No” yy. In the Parameters, enter the Notes(Attachments)n as “No” zz. In the Parameters, Optionally enter the EAM as “No”

aaa. In the Parameters, Optionally enter the EAM Forecast as “No” bbb. In the Parameters, Optionally enter the EAM Forecast Start Date as “No” ccc. In the Parameters, Optionally enter the EAM Forecast End Date as “No”

ddd. In the Parameters, Optionally enter the CMRO as “No” eee. In the Parameters, Optionally enter the CMRO Forecast as “No” fff. In the Parameters, Optionally enter the CMRO Forecast start date as “DD-MON-YYYY”

ggg. In the Parameters, Optionally enter the CMRO Forecast end date as “DD-MON-YYYY” hhh. In the Parameters, Optionally enter the Closed Visit Work orders as “No” iii. In the Parameters, Optionally enter the CMRO OSP Suppliers as “No”

3. Click OK to complete


Advanced Supply Chain Planning > Collections > Oracle Systems > Standard Collection > Operational Data Store



Data Collections - Operational Data Store

1. In the Navigator, Choose the Operational data Store Request will appear in a separate

window

2. Click the Request Parameters , and Request Parameters will appear in a separate

window as below

3. In the Request Parameters , Enter the Following

a. Choose the Instance as “LBU”

b. Enter Timeout (Minutes) as 60

c. Number of Workers as 3

d. Recalculate sourcing history as Yes

e. Purge Sourcing History as No

f. Refresh Collected Data in APCC Repository as No

4. Click OK to complete



View collected data 1. View collected data from the ASCP Menu Collection data >View Collected data



C H A P T E R

6 Define Supply Chain Plan

his Chapter describes steps involved to create multi organization supply chain plan considering the demand as forecasts and sales orders

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Define Supply Chain Plan 43 of 60

Define Supply Chain Plan

Oracle ASCP can generate planned orders for an entire supply chain within a single multi-organization supply chain plan. There are three types of plans Production Plan, Manufacturing plan and Master plan. Each plan creates time-

phased planned orders that satisfy independent and dependent demand while seeking to respect material constrains Sourcing rules determine the movement of materials throughout your supply chain; these include items that you buy

from your suppliers and make at your manufacturing organizations. Sourcing rules and bills of distribution both specify date-effective sourcing strategies, combining replenishment sources with split allocation percentages and rankings.

A replenishment source is:

An inter-organization transfer (Transfer From)

The replenished organization that manufactures the item (Make At) An external supplier (Buy From)

A single plan of the entire supply chain has the following inputs:

Demand quantity (forecast + actual sales orders) for LF at L02 (BAH) for each of the time buckets in the

planning horizon. This is captured under Demand Schedule for DC2

Demand quantity (forecast + actual sales orders) for LF at L01 (DXB) for each of the time buckets in the

planning horizon. This is captured under Demand Schedule for DC1

The plan output contains planned order quantities, start dates, and completion dates for Defining Supply Chain Plans LF and all of its components and subcomponents

Pre-requisities for running a Supply Chain Plan

Each planned organization must be set up on the source instance.

Collection programs must be directed to collect data from the transactional instance of each planned organization

Items to be planned must be enabled in each organization that can produce (or distribute) the item. During item setup, items can be enabled in all organizations or only in specific organizations .

Formula and Recipe for each planned item must exist or be enabled in each organization that is planned centrally

Suppliers and sourcing rules must be enabled in all relevant organizations.

SUPPLY CHAIN PLAN AND ITEM SOURCING




Advanced Supply Chain Planning > Supply Chain Plan > Names

S1

S2

LP -Packaging

LA -Additives

LB-Base Oils S3

LN-Non Blendables S4

LF

LP LB

35% 65%

LA

LA.AD00001

LA.AD00002

LA.AD00003

LB.BAO00034 LB.BAO0004

LP.BTLO00001

LP.LBLO00001

LP.CAR000001

LP.CAP000001

Buy From: Rank 1- 60 %

Rank 1- 40 %

LBU-DUBAI-PLANT

LBU-DUBAI-D.C

LBU-BAHRAIN-D.C

Transfer: Rank 1- 100 %

C1

C2 DOM-Domestic

EXP-Export

OPM Formulation

Suppliers

Customers

Distribution Centers

Forecast 1 Forecast 2



Supply Chain Plan

1. In the Navigator, Choose Organization [“Dubai” Organizations Name] from the list. (Only if

there are Multiple Organizations available)

2. In the Navigator, Open the Names from Supply Chain Plan menu

3. In the Supply Chain Plan Name , enter the following

a. Enter the Name as “xyz”

b. Optionally Enter the Description as “xyz” c. Check the Production Flag as “Enabled” d. Choose the Plan Type as “Manuacturing Plan”



4. In the Plan Options , under Main (T) enter the following

a. Choose the Planned Items as “All Planned Items”

b. Choose the Assignment Set as “LBU:BAPCO Lubricant” c. Choose the Material Scheduling Method as “Order Start Date” d. Choose the Demand Priority Rule as “ Schedule Date”

e. Choose the Schedule By “Schedule Ship Date” f. Choose Overwrite as “All” g. Enable Append Planned Orders as Checked

h. Enable Calculate Key Performance Indicators as Checked i. Choose Do Not Spread Forecast as selected under Forecast Alloation and Consumption j. Enable Pegging flag as checked

k. Enable Peg Supplies by Demand Priority as Checked l. Choose the Reservation Level as None m. Chooe the Hard Pegging Level as None

5. In the Plan Options , under Aggregation (T) enter the following



a. Enter the Buckets as 30 under Days Field

b. Enter the Buckets as 4 under Weeks Field c. Enter the Buckets as 5 under Periods Field d. Choose the Items as Items under Days, Weeks, Periods

e. Choose the Resources as individual under Days, Weeks, Periods f. Choose the Routings as Routings under Days , Weeks, Periods

6. In the Plan Options , under Organizations (T) enter the following

a. In the organizations, Choose the Org as “L01” b. Enable Include Sales Order as checked c. Repeat the Steps a and b for to add more items

d. In the Demand Schedules , Enter the Name as “FORECAST#1

e. Navigate to the Subinventory Netting (T), Enter the Following

i. Enter the Name as “ Subinventory 1”

ii. Check the Net Flag as Enabled /Disabled for the Chosen subinventory



C H A P T E R

7 Release Planned Orders

his Chapter describes steps involved to release planned orders from Planner work bench

T


Planning Recommendations from Planner Work Bench 49 of 60

Planning Recommendations from Planner Work Bench

The Planner Work Bench is a GUI interface to view the output of a Plan Run. It is used review plan performance and take actions based on the system Recommendations.

The Planning Detail Report provides a simple and consolidated report that shows the output of the advanced supply chain planning process. For a given Supply Chain Plan, the report includes the relevant details about items, gross

requirements, scheduled receipts, planned orders and exceptions in separate worksheet Implementing Planning Suggestions

ASCP calculates the following types of planning suggestions based on the data collected from OPM:

create purchase orders

cancel purchase orders. You can release individual ASCP suggestions or release them in mass.

The manual release of the ASCP planning suggestions is accomplished by releasing the planning suggestion from the workbench.

Upon release, purchase orders are sent to Oracle Purchasing and production orders related to OPM organizations are sent to OPM.

The Supply/Demand window displays information about supplies and demands and shows pegging information


Advanced Supply Chain Planning > Planner Work Bench



Planner Work bench

1. In the Supply Chain Plan menu, Choose the Workbench and Open

2. From the Planner Work bench Navigator, Expand the Tree by clicking Plans > Plan Name XYZ > Current> Late Sales orders and Forecasts > Past Due forecast > Organization Code > Item



3. In the Navigator Tree, Choose the Item as Selected and Right Mouse Click to Select Supply/Demand



4. In the Navigator Tree, Choose the Item as Selected and Right Mouse Click to Select Supply/Demand The Supply/Demand new window appears as below



5. In the Supply/Demand Window, Choose the Item/Org as under Release Properties (T)

6. In the Supply/Demand Window, Enable the Flag for Release as checked under Release Properties



a. Enable For Release flag as checked b. Update Optionally Implement Date as “DD-MON-YYYY”

c. Update Optionally Imp Qty/Rate as “XYZ” 7. Navigate to the Main Menu on Top, Choose Plan > Release Option

8. Click OK to Continue

9. Release (N) window appears now, showing the New Orders Created



10. Click OK to continue

Planner Work bench User Actions

Planner Work Bench (View) View By Organizations

Supply Chain plan Name XYZ Plan

Organization LBU:L01

Item Category Bapco Category

Item LA.ADD00001

Action Right Click > Supply and Demand

Supply/Demand Item LA.ADD00001

Supply/Demand Order Type Planned Order

Sourcing - Supplier Gulf Chemicals Manufacturing FZCO

For Release Checked *

Plan Release

Implementation Date 21-Nov-13

Imp Qty/ Rate 5604

Implementation As Purchase Requisition



C H A P T E R

8 Request Submission

his Chapter describes steps to submit a request

T



Request Submission

Concurrent request is to complete a task for you. You issue a request whenever you submit a task, such as running a report. Once you submit a task, the concurrent manager automatically takes over for you, completing your request without further involvement from you, or interruption to your work


Advanced Supply Chain Planning > Submit Requests > Planning detail Report

Business Forms

Report

Generate Request Submission

To submit a concurrent request: 1. In the Navigator, Choose Reports> Planning Detail Report and new Request opens in a separate window



2. In the Request Paramters, Choose Instance

3. In the Paramters , Choose the Following

a. Choose the Organization Code as “XYZ:L01”

b. Choose the Plan Name as”XYZ”

c. Choose the Plan Organization as “XYZ”

d. Choose the Category Set Name as “XYZ”



e. Choose Include Items with No Activity as “Yes”

f. Choose Include Combined PDR as “Yes”

g. Choose Include Combined PDR Template as “Combined Planning Detail Report Template”

h. Choose Include Combined PDR Template Locale as “en-US”

4. Click OK

5. Click Submit

6. Click No in the Request Decision

7. In the View > requests > Find Requests window, Request completed normal

8. Now Click View Output to view the Report

Note. The Report will be printed in the desired format



Open and Closed Issues for this Deliverable

Open Issues

ID Issue Resolution Responsibility Target Date Impact Date

Closed Issues

ID Issue Resolution Responsibility Target Date Impact Date

Software

Oracle EBS Ascp user reference guidelines for gulf oil