ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Table of Contents
Introduction ...................................................................................................................... 3
Intended audience ................................................................................................................................... 3
List of attendees ....................................................................................................................................... 3
Related training materials ...................................................................................................................... 3
Log onto Oracle Applications ................................................................................................................ 3

Overview of Oracle Advanced Planning .................................................................... 4

APS data flow........................................................................................................................................... 4
Planning cycle .......................................................................................................................................... 4

Source Data Setups ......................................................................................................... 5

Setup inventory item attributes ............................................................................................................. 5
MPS/MRP planning attributes.............................................................................................................. 9
Lead times attributes ............................................................................................................................. 16
Shipping, Receiving, Carrier, and Supplier Capacity Calendars ................................................... 18
Workday Calendar ................................................................................................................................ 19
Setup resource and department .......................................................................................................... 19
Setup routing .......................................................................................................................................... 19
Setup supply chain ................................................................................................................................ 19
Order management ............................................................................................................................... 26

Data Collection .............................................................................................................. 26

Scope of data collection ........................................................................................................................ 26
Data collection methods ....................................................................................................................... 27
Run data collection ................................................................................................................................ 28

Define an ASCP plan .................................................................................................... 31

ASCP plan classes .................................................................................................................................. 31
ASCP plan types .................................................................................................................................... 32
Define a plan name................................................................................................................................ 33
Set plan options...................................................................................................................................... 33
Launch a plan ......................................................................................................................................... 48
Copy a plan ............................................................................................................................................ 48

Planner Workbench ...................................................................................................... 49

Plan Navigator ....................................................................................................................................... 50
Supply chain structure .......................................................................................................................... 51
Supply chain plan result analysis ....................................................................................................... 56
Supply chain plan executions .............................................................................................................. 65
Personal and public queries ................................................................................................................. 67

Simulation net change re-plan .................................................................................... 68

Simulate changes ................................................................................................................................... 68
Simulation modes .................................................................................................................................. 70
Running net change replan simulations ............................................................................................ 70
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Reports ............................................................................................................................. 74
Plan comparison report ........................................................................................................................ 74
Plan detail report ................................................................................................................................... 75
Audit information reports .................................................................................................................... 75

Practicing labs ................................................................................................................ 76

FAQ .................................................................................................................................. 76
1. What calendar quarterly type does ASCP support? .................................................................... 76
2. How are planning buckets and horizon calculated? .................................................................... 76
3. How do I know which days are workdays, which day is week start date and which is
period start date? ................................................................................................................................... 76
4. What lead-times can you define in Oracle Applications? ........................................................... 79
5. What lead times may be used by ASCP? ....................................................................................... 81
6. How are lead times used by ASCP in planned order date calculation? .................................... 82
7. How does ASCP calculate supply dates?....................................................................................... 85
8. How can I release sales order from ASCP workbench?............................................................... 85
9. Why do the Supply window and Resource Requirements window show different start and
end date/time of a planned order? ..................................................................................................... 85

Appendix Constraint based planning ....................................................................... 87

Constraint types ..................................................................................................................................... 87
Set constraints for different plan types .............................................................................................. 87
Rules used in constrained plans .......................................................................................................... 88
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Introduction
Intended audience
This document is prepared as an introductory training material for the end users of Oracle APPS
11i. It covers the basic skills needed for using Oracle Advanced Supply Chain Planning. It is
customized for the manufacturing environment.

Users whose role involves any of the following should attend this training.
 Material planning
 Capacity planning
 Supply chain planning
 Manufacturing execution
 Oracle Applications support

List of attendees
Name Org Role Date Trained Date Certified

Related training materials

 Inventory management and material transaction in discrete manufacturing is discussed in
Inventory Training Manual
 Product manufacturing process is covered in Routing Training Manual
 Product structure is covered in BOM Training Manual
 For discrete jobs, please refer to WIP Training Manual
 For sourcing and supplier constraint setups, please refer to Purchasing Training Manual

Log onto Oracle Applications

1. Enter URL of Oracle Applications home page to your browser: http://
2. Enter in your user ID and password

3. Choose Advanced Supply Chain Planner responsibility (you may have a customized
responsibility with a different name assigned to you. Check with your instructor about
which responsibility you should use)
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Overview of Oracle Advanced Planning

APS data flow
The diagram below illustrates major information flows between the components of the Oracle
Advanced Planning and the rest of Oracle Applications.

Planning cycle
The general process that occurs during a planning cycle is shown in the figure below. The flow
demonstrates the key features of Oracle ASCP that a typical planner would use in the course of
her/his work.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Source Data Setups

Setup inventory item attributes
There are several item attributes especially important to planning. Set them up properly to
ensure desired planning results.

For item setup in general, please refer to Inventory Training Manual.

Navigation path: Inventory>Items>Master Items>General Planning (T)
Or

Inventory>Items>Organization Items>General Planning (T)

Refer to the table below for the setup of each attribute.

Attribute Valid values Purpose Comment Setup

Make or Make, Buy Determine You cannot change this value if open
Buy whether the orders exist for the item.
item is
manufactured
internally or
purchased
Planner Planner Id Assign If an item is vendor managed, you
material must enter a planner for the item.
planner to
plan this item
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Attribute Valid values Purpose Comment Setup

Inventory Not Assign Min-Max: define a minimum quantity
Planning Planned, planning on hand. Reorder when this quantity
Method Min-Max, method to the is reached. Also define a maximum
Reorder item on–hand quantity that you do not
Point want to exceed.
Reorder point: reorder point is
calculated based on the planning
information you define for this item.
Min-Max Enter the If an item is min–max planned, the
Minimu quantity Min–Max Planning Report suggests a
m minimum for new order when quantity drops to the
Quantity min–max min–max minimum.
planning.
Min-Max Enter the If an item is min–max planned, the
Maximu quantity Min–Max Planning Report suggests an
m maximum for order that brings on–hand up to the
Quantity min–max min–max maximum.
planning.
Order Enter the Planning uses this to modify planned
Quantity minimum order quantities or repetitive daily
Minimu order quantity rates. For discrete items, when net
m or repetitive requirements fall short of the
rate. Use this minimum order quantity, planning
to define an suggests the minimum order quantity.
order quantity
below which it
is unprofitable
to build or
purchase the
item.
Order Enter the Planning uses this to modify the size
Quantity maximum of planned order quantities or
Maximu order quantity repetitive daily rates. For discrete
m or repetitive items, when net requirements exceed
rate of the the maximum order quantity,
item. planning suggests the maximum order
quantity.
Cost Enter the fixed
Order cost associated
with placing
an order of
any quantity.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Attribute Valid values Purpose Comment Setup

Cost Enter the This is the percentage of the unit cost
Carrying percentage that represents internal cost to stock
% used to one unit for one year.
calculate the
annual
carrying cost.
Source Inventory, Assign Inventory: Fill requests by creating
Type Supplier, replenishment internal requisitions that become
Sub source type internal sales orders, pulling stock
Inventory from existing inventory.
Supplier: Fill requests by creating
purchase requisitions that become
purchase orders, procuring the item
from a supplier.
Subinventory: Fill requests by creating
move order requisitions that become
move orders, pulling stock from an
existing sub inventory.
If you are using Supplier Scheduling,
it is generally recommended that this
field be left blank. Otherwise, it could
override your sourcing rules.
Source Optionally This applies only when Inventory is the
Organiza enter the replenishment source type.
tion organization
from which an
internal
requisition
draws the
item.
Source Enter the sub This applies only when Inventory or
Subinven inventory Subinventory is the replenishment
tory within the source, and only when you specify a
source source organization.
organization
from which an
internal
requisition
draws the
item.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Attribute Valid values Purpose Comment Setup

Safety Select an Used to direct safety stock calculation
Stock option to plan method when Oracle Inventory
Method use of fixed or Optimization is NOT activated.
dynamically For MRP/MPS planned items, you
calculated must set the Inventory Planning
safety stock Method attribute to Not planned, then
quantities. choose the MRP planned percent option
here.
Safety Enter the The planning process multiplies the
Stock number of Safety Stock Percent by
Bucket days to the average gross requirements and
Days dynamically divides by the number of days you
calculate enter here.
safety stock Used by planning modules only.
quantities.
Safety Enter the The planning multiplies this percent
Stock percent to by the average gross requirements and
Percent dynamically divides by the Safety Stock Bucket Days.
calculate The planning process uses this
safety stock attribute when you set Safety Stock to
quantities for MRP planned percent.
the item. Used by planning modules only.
Fixed Enter the When net requirements fall short of
Order quantity used the fixed order quantity, the planning
Quantity to modify the suggests the fixed order quantity.
size of planned When net requirements exceed the
order fixed order quantity, the planning
quantities or suggests multiple orders with the
repetitive daily fixed order quantity. For discrete
rates. items, use this attribute to define a
fixed production or purchasing
quantity.
Used by planning modules only.
Fixed Enter the The planning suggests planned order
Days number of quantities that cover net requirements
Supply days used to for the period defined by this value.
modify the The planning suggests one planned
size and order for each period.
timing of Used by planning modules only.
planned order
quantities.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Attribute Valid values Purpose Comment Setup

Fixed Lot Enter the fixed Planning uses this to modify the size
Multiplie lot multiple of planned order quantities or
r quantity or repetitive daily rates. When net
repetitive rate requirements fall short of the fixed lot
(units per size multiplier quantity, planning
day). suggests a single order for the fixed lot
size multiplier quantity. When net
requirements exceed the fixed lot size
multiplier quantity, planning suggests
a single order that is a multiple of the
fixed lot size multiplier.
MPS/MRP planning attributes
Navigation path: Inventory>Items>Master Items>General Planning (T)

Refer to the table below for the setup of each attribute.

Attribute Valid Purpose Comment Setup

values
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Attribute Valid Purpose Comment Setup

values
Planning Not Select the option Not Planned: The item does not
Method Planned, that Planning require long–term planning of
MRP uses to decide material requirements. Choose this
planning, when to plan the option for high volume and/or low
MPS item cost items that do not warrant the
planning, administrative overhead of
MRP/DRP planning; typically dependent
Planned, demand items. You cannot use this
MPS/DRP option unless the Pick Components
Planned, attribute is checked.
DRP MRP planning: Choose this option
Planned for non–critical items that do not
require manual planning control,
typically dependent demand items.
MPS planning: You master
schedule the item and require
manual planning control. Choose
this option for items with
independent demand, items that
are critical to your business, or
items that control critical resources.
MRP/DRP Planned: Choose this
option when you want both MRP
and DRP planning for the item.
MPS/DRP Planned: Choose this
option when you want both MRP
and DRP planning for the item.
DRP Planned: Choose this option
when you have multiple
organizations for which you do
Distribution Requirements
Planning for the item.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Attribute Valid Purpose Comment Setup

values
Forecast Consume, Select an option This is appropriate only for items
Control Consume to determine the that are models, option classes,
and derive, types of demand options, or mandatory components
None you place for the of models and option classes.
item. This guides Consume: forecast demand directly,
the key processes rather than by exploding forecast
of two–level demand.
master Consume and derive: forecast
scheduling: demand directly, explode forecast
forecast demand, or use a combination of
explosion, both methods.
forecast None: place sales order demand but
consumption, do not forecast demand.
planning,
production relief,
and shipment
relief.
Exception Enter the name of The item–level planning exceptions
Set the planning include: overcommitted, shortage,
exception set that excess, and repetitive variance. The
groups together planning process uses this attribute
the sensitivity to decide when to raise planning
controls and exceptions for the item.
exception time
periods for item–
level planning
exceptions for the
item.
Create Indicates if
Supply supply can be
suggested for this
item.
Critical If selected, flags This allows you to plan master
Component the item as a scheduled items with respect to
critical only critical component and their
component for material resource constraints.
MPS and DRP
planning.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Attribute Valid Purpose Comment Setup

values
Pegging Soft Enter the pegging Soft Pegging: allocates supply to
Pegging, option. demand based on the Reservation
End Level option set in the Plan
Assembly options.
Pegging, End Assembly Pegging: traces the
End end assembly the item is pegged to
Assembly/ at the top of the bill of material.
Soft Even if you do not select end
Pegging, assembly pegging, you can still
Hard calculate and view end assemblies
Pegging, on–line.
End End Assembly/ Soft Pegging: Choose
Assembly/ this option for both soft pegging
Hard and end assembly pegging.
Pegging, Hard Pegging: allocates supply to
None demand based on the Reservation
Level option set in the Plan
options. This pegs supply to
demand and demand to supply by
project at all levels of a bill of
material. This allows you to pre–
allocate supply to demand and
generate planned orders based on
the plan level options.
End Assembly/ Hard Pegging:
Choose this option for both hard
pegging and end assembly
pegging.
None: disables project material
allocation, end assembly pegging,
and full pegging.
Planned Indicates if the This means that material can be
Inventory item is an stored at the item level without
Point Inventory Point losing materials or quality
item. characteristics. Inventory Points
generally point to major stocking
phases in the manufacturing cycle.
Shrinkage Enter a factor that The planning process inflates
Rate represents the demand to compensate for this
average amount expected loss.
of material
expected to lose
during
manufacturing or
in storage.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Attribute Valid Purpose Comment Setup

values
Round Order Indicate whether When this option is checked,
Quantities 1 the planning decimal values round up (never
process uses down) to the next whole number.
decimal or whole The planning process carries any
number values excess quantities and rates forward
when calculating into subsequent periods as
planned order additional supply.
quantities or
repetitive rates.
Acceptable Enter the number The planning process only
Early Days of days before suggests rescheduling out if the
2 which the new calculated order date is later
planning process than the original order due date
will not plus the acceptable early days; the
reschedule new calculated order does not
orders. violate the order of current
scheduled receipts.
This applies to discrete items only.
Calculate Indicate whether On the Planning Detail Report,
ATP 3 to calculate and ATP is calculated as
print available to ATP = Planned production –
promise (ATP) on committed demand
the Planning
Detail Report.
Reduce None, Past Decide when to None: Do not reduce order
MPS 4 Due, reduce master quantities on the MPS.
Demand production Past Due: Reduce order quantities
Time schedule (MPS) on MPS entries to zero when the
Fence, quantities to zero. entry is past due.
Planning Demand Time Fence: Reduce order
time Fence quantities on MPS entries to zero
when the due date moves inside
the demand time fence.
Planning time Fence: Reduce order
quantities on MPS entries to zero
when the due date moves inside
the planning time fence.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Attribute Valid Purpose Comment Setup

values
Planning Cumulative Determine a Planning calculates the planning
Time Fence mfg. lead point in time time fence as the plan date (or the
Days 5 time, inside which next workday if the plan is
Cumulative certain generated on a non workday) plus
total lead restrictions on the value entered here.
time, Total planning Cumulative mfg. lead time: The
lead time, recommendations cumulative manufacturing lead
User– apply. time for the item.
defined Cumulative total lead time: The total
manufacturing lead time for the
item.
Total lead time: The total lead time
for the item.
User–defined: The value you enter
for Planning Time Fence
Days.
Demand Cumulative Determine a Used to reduce the risk of carrying
Time Fence mfg. lead point in time excess inventory.
Days time, inside which the Planning also uses the demand
Cumulative planning process time fence when loading master
total lead ignores forecast schedules. The demand time fence
time, Total demand and is calculated as the start date of the
lead time, considers only master schedule load plus the
User– sales order value entered.
defined demand when Calculate the demand time fence as
calculating gross the plan date (or the next workday
requirements. if the plan is generated on a non
workday) plus:
Cumulative mfg. lead time: The
cumulative manufacturing lead
time for the item.
Cumulative total lead time: The total
manufacturing lead time for the
item.
Total lead time: The total lead time
for the item.
User–defined: The value you enter
for Planning Time Fence
Days.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Attribute Valid Purpose Comment Setup

values
Release Cumulative Determine a No material availability check is
Time Fence mfg. lead point in time performed before WIP jobs are
Days 6 time, inside which released.
Cumulative planned orders Calculate the release time fence as
total lead for discretely the plan date (or the next workday
time, Total planned items are if the plan is generated on a non
lead time, automatically workday) plus the value entered
User– released as WIP here.
defined, Do jobs or purchase Cumulative mfg. lead time: The
not auto– requisitions. cumulative manufacturing lead
release, Do time for the item.
not release Cumulative total lead time: The total
(Kanban) manufacturing lead time for the
item.
Total lead time: The total lead time
for the item.
User–defined: The value you enter
for Planning Time Fence
Days.
Do not auto–release: The item cannot
be auto–released.
Do not release (Kanban): For Kanban
items prevent release of planned
orders manually or automatically.
Substitution Cumulative Calculates until Cumulative mfg. lead time: The
Window mfg. lead what time a cumulative manufacturing lead
time substitute can be time for the item.
Cumulative considered for an Cumulative total lead time: The total
total lead item. manufacturing lead time for the
time item.
Total lead Total lead time: The total lead time
time for the item.
User-defined User-defined: The value you enter.

Note:
1. In ASCP, this flag is not only used to round planned order quantity, but also used to schedule
resource utilization for assembly. For assembly, when Round Order Quantity is checked, it
means one resource unit can only work on one unit of the assembly item. For instance,
Work order quantity: 8
Assigned resource units: 3
Resource usage: 1 hour/unit item
Job duration: 3 hours (Round Order Quantity checked)
2 and 2/3 hours (Round Order Quantity unchecked)
2. Set this attribute to reduce plan nervousness and eliminate minor reschedule
recommendations, especially when it is cheaper to build and carry excess inventory for a short
time than it is to reschedule an order.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

3. ATP calculated by the planning process is not related to ATP information calculated and
maintained by Oracle Inventory. As such, planning ATP does not consider ATP rules from the
Available to Promise Rule window, and is not related to the ATP information displayed in the
View Item Available to Promise Information window in Oracle Inventory module.
4. If Oracle Work in Process and Oracle Purchasing are installed, you get automatic production
relief when you create a discrete job, purchase requisition, or purchase order. In this case, you
would typically set this attribute to None. If you do not have automatic production relief, you
may select one of the options to reduce MPS quantities and avoid overstating your supply.
5. This feature reduces short-term fluctuations in the plan output. The planning time fence (PTF)
helps Oracle ASCP generate a stable supply chain plan for manufacturing shops and helps
companies to honor contractual commitments with external suppliers. PTF is a time parameter
associated with an organization-item. ASCP functionality associated with PTF can be
summarized as follows:
 Oracle ASCP does not create any new planned orders with start dates within PTF.
 Oracle ASCP does not Reschedule In any orders into the PTF.
 Orders within PTF are Rescheduled Out based on a profile option setting.
 Oracle ASCP does not suggest any changes for firm orders and orders pegged to firm
orders.
 Excess and Shortage exceptions are generated within the time fence.

If you select the Enforce Demand Due Dates option, Oracle ASCP may violate the PTF.
6. The planned orders must meet the following auto–release criteria:
 The new due date lies within the auto–release time fence
 The lead time is not compressed
 The orders are for standard items (will not release models, option classes, and planning
items)
 The orders are not for Kanban items
 The orders are for DRP planned items in a DRP plan, MPS planned items in an MPS plan,
or MRP planned items in an MRP plan
 The release time fence option is defined as anything other than Do not auto–release, Do not
release (Kanban), or null
 DRP, MPS, and MRP plans must be run with the Memory–based Planning Engine

Lead times attributes

Navigation path: Inventory>Items>Master Items>General Planning (T)
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Refer to the table below for the setup of each attribute.

Attribute Purpose Comment Setup

Preprocessing Enter the days you must add to
purchasing or manufacturing
lead time to place an order.
Processing Enter the days required to For manufactured assemblies,
procure or manufacture an item. processing days equals
manufacturing lead time.
Postprocessing Enter the days required to Cannot enter a value if the
receive a purchased item into Make or Buy attribute is set to
inventory from the initial Make.
supplier receipt.
Fixed Enter the days required to make
an assembly independent of
order quantity, such as setup or
teardown time.
Variable Enter the time to produce one Total lead time is variable lead
additional unit of an assembly. time multiplied by order
quantity, plus fixed lead time.
Cumulative Enter the manufacturing lead Purchased items have no
Manufacturing time of an assembly (in days) cumulative manufacturing
plus the largest adjusted lead time.
cumulative manufacturing lead This attribute can be
time of its components. calculated and updated by
rolling up cumulative lead
times with Oracle Bills of
Material.
Cumulative Enter the total lead time of the This attribute can be
Total assembly plus the largest calculated and updated by
adjusted cumulative total lead rolling up cumulative lead
time of its components times with Oracle Bills of
Material.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Attribute Purpose Comment Setup

Lead Time Lot Enter the quantity used to The default value is the item’s
Size compute processing lead time standard lot size or, if a
(as well as fixed and variable standard lot size is not
lead times). defined, the default is 1.
Shipping, Receiving, Carrier, and Supplier Capacity Calendars
Oracle ASCP plans supply chain activities according to various calendars. Manufacturing,
supplier, and customer facilities may be able to make, ship or receive goods only on specific
days. Oracle ASCP plans each type of supply or demand considering the working and non
working days in the appropriate set of calendars.

It considers the following calendars while planning and scheduling:

 Organization-Supplier shipping calendar
 Organization-Customer receiving calendar
 Carrier calendar
 Supplier capacity calendar
 Manufacturing Calendar
Shipping Calendar
The shipping calendar indicates the valid working days for shipment activities originating from
suppliers and organizations. The planning engine does not recommend a shipment out from
those facilities if the date is a non-working day. The planning engine adjusts the shipment date if
the current shipment date is a non-working day. The planning engine considers the working
days and times when generating recommended transfers as part of the planning process.

The planning engine uses processing lead time to calculate the dock date during the planning
and scheduling process. Then it uses shipping calendars to calculate valid ship date (dock date -
intransit lead time) after the planning and scheduling process completes.
Receiving Calendar
The receiving calendar governs the receiving activities at the organizations or customer sites that
receive goods. The planning engine allows organizations to receive shipments only on a
working day. If the current shipment arrival date is a non-working day according to the
receiving calendar, the planning engine defers the receipt of the shipment until the next (or
previous) working day.

When generating planned transfers between these two facilities, the planning engine assigns
dock dates on these planned transfers based on the receiving calendar of the organization.

Receiving calendars can also vary by combination of carrier and service level. You need to
specify valid receiving calendars for organizations and customers at the carrier and service
levels.
Carrier Calendar
The carrier calendar indicates the working and non-working days and times for material that is
intransit using different means of transport. For example, certain methods of shipment such as
parcel carriers may not work on weekends. This may cause the transit time to be stretched over
the weekends. The planning engine needs to consider these non-working times of various
transportation modes that are modeled in the supply chain.

The carrier calendar indicates the operating calendar of the carrier or the service. It does not
indicate the pickup or delivery dates of the carrier.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Supplier Capacity Calendar

The supplier capacity calendar governs how supplier capacity is accumulated over a period of
time. Supplier capacity is only accumulated on the working days according to the supplier
capacity calendar. The supplier capacity calendar also governs how the supplier processing lead
time is calculated.
Workday Calendar
Please refer to Routing Training Manual for workday calendar setups.
Setup resource and department
Please refer to Routing Training Manual for resource and department setups.
Setup routing
Please refer to Routing Training Manual for routing setups.
Setup supply chain
For more information on supplier base setups, please refer to the Purchasing Training Manual.
Approved Supplier List
Approved supplier list is a controlled repository of information that links items and
commodities to suppliers and supplier sites that provide them to a specific ship-to organization
or to the entire enterprise.
Navigation path: Purchasing>Supply Base>Approved Supplier List

Refer to the table below for the setup of attributes relevant to planning.
Attribute Valid Comment Setup
values
Status Approved, ASCP only consider Approved and not
Debarred, Disabled suppliers
New
Disabled
Global? Yes, No ASCP only plans PO for suppliers with
Global = Yes
Supplier planning constraints
Enhance sourcing provides the ability to model flexible supplier capacity.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Navigation path: Purchasing>Supply Base>Approved Supplier List>Attributes (B)> Planning

Constraints (T)

Refer to the table below for the setup of attributes relevant to planning.
Attribute Comment Setup
Processing This supplier-item attribute overrides the organization
Lead Time item attribute for processing lead time
Supplier Planning adjusts planned order release date so that
Capacity deliveries occur on the valid delivery date that
Calendar 1 coincides with the due date or the closest valid
delivery date that occurs prior to the due date. This
calendar is independent of your workday calendar.
Order These supplier-item attributes override the
Modifiers organization item attributes for order modifiers.
Capacity This supplier-item attribute represents supplier item
daily capacity in the purchasing UOM.
Tolerance Use the Tolerance% and Days Advance Notice
Fence 2 attributes together to state by what percentage a
supplier can change capacity if given a number of days
advance notice.

Note:
1. If no calendar is defined and assigned to the supplier-item, planning will assume all days are
acceptable for receiving.
2. You can make multiple entries to represent the percentage change in capacity allowed with
different days of advance notices.
Delivery calendar
Set up delivery calendar the same way as setting up workday calendar.
Refer to Routing Training Manual on how to setup calendars.
The delivery calendar is used to establish valid delivery days by supplier, item, and
organization. ASCP will offset planned purchase order release dates by the number of days in
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Processing Lead Time plus the number of days necessary to cause the delivery to your dock to
occur on a valid delivery day.
If no delivery calendar is defined and assigned to the supplier-item, planning will assume all
days are acceptable for receiving.
Shipping methods
Navigation path: Inventory>Setup>Organization>Shipping Methods
This form is used to set up a valid list of values for shipping method field.

Inter-organizations shipping networks

Shipping networks define transportation links form on organization to other organizations. If
traffic flows in both directions, from organization A to organization B, and from organization B
to organization A, you need to define one entry for each direction. ASCP uses transportation
capacity entered on the Shipping Networks form for each inter-organization link as
transportation constraint.
Navigation path: Inventory>Setup>Organization>Shipping Networks

Assign shipping methods to shipping network:

Navigation path: Inventory>Setup>Organization>Shipping Networks>Tools (M) >Shipping
Methods
Use this window to enter transportation capacity, too.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Inter-location shipping networks

Use the Inter-Location Transit Times form to model shipping networks and capacities between
supplier locations and inventory organizations, and between inventory organizations and
customer locations. You can also designate a particular shipping method as default method in a
shipping network.
Navigation path: Inventory>Setup>Organization>Inter-Location Transit Times

Note: this form is used to model transportation time and capacities between external sites and
inventory organizations. If you use the Inter-Location Transit Times form to enter transit times
and transportation capacities between inventory organizations in your enterprise, ASCP will
ignore that information.
Sourcing rules
Supply chain complexity is modeled by sourcing rules, bills of distribution, and assignment sets.
Taken together, these forms specify how material is supplied, manufactured, and transferred
across the supply chain. But they will not model where the materials will be sent. In this sense,
bill of distribution is a misnomer.
When the sourcing rules and bills of distribution are created, items are not specified anywhere
on the definition forms. These are only descriptions of the means HOW items are replenished.
The defined sourcing rules and bills of distribution can later be assigned to any items or group
of items. Assignment sets are used to associate items with sourcing rules and bills of
distribution.
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Note: Sourcing rules and BODs can be defined at the source instances or at the APS instance, or
at both places. The Assignment Set of a specific plan will govern which rules are used by that
plan. However, sourcing rules and bills of distribution that cross instances must be set up on the
APS instance.
Navigation path: Supply Chain Planner>Sourcing>Sourcing Rules

Refer to the table below for the setup of attributes relevant to planning.
Attribute Valid Comment Setup
values
Type Transfer Transfer From: Transfer between internal
From, organizations, enter source organization in the Org
Make At, column. When it is selected, Supplier and Supplier
Buy From Site are disabled.
Make At: Make at an internal organization, enter
manufacturing organization in the Org column.
When it is selected, Supplier and Supplier Site are
disabled.
Buy From: Purchase from an external enterprise, enter
Supplier and Supplier Site. When it is selected, the
Org column is disabled.
Allocation% The total allocation percentage for all sources within
1 a rank must add up to exactly 100. Planned order is
split among the sources according to their allocation
percentages.
Rank 1 The sources with the highest rank (lowest number)
have the highest priority in allocations. When
sources of the highest rank have no more capacity,
allocation goes to sources in the next highest rank,
and so on.
Planning Checked, You cannot apply sourcing rules and bills of
Active unchecked distribution (make them Planning Active) until the
sum of the allocation percentages equals 100.
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Attribute Valid Comment Setup

values
All Orgs Checked, Checked: This sourcing rule can apply to all
unchecked organizations.
Org Checked, Checked: This sourcing rule can apply to one
unchecked organization.

Note: 1 in constraint based planning; sources with the highest rank have the highest priority. In
optimized planning, sources with the lowest penalty adjusted cost have the highest priority in
allocation. Time–phasing in a sourcing rule determines when each group of shipping method –
ship org combinations is in effect.
Assignment sets
Once you have defined your sourcing rules, you must assign them to particular items and/or
organizations to make them functional. These assignments are grouped together in assignment
sets. This is where various sourcing strategies define a particular supply chain network. Each
assignment set represents a selection of organizations and/or items you want planned. To
influence the planning process, you must include an assignment set in your plan options.
In an assignment set, you can assign your sourcing rules at different levels, as follows:
 Item-Instance-Organization
 Category-Instance-Organization
 Category-Instance
 Item-Instance
 Instance-Organization
 Instance
These levels allow you to assign a replenishment rule to as many or as few items as possible. For
example, a category of items could be defined as packaging material, and a sourcing rule that
identifies the suppliers could be assigned to this category. The planning uses a sourcing
assignment hierarchy to determine the actual source of a specific item. In the preceding list of
assignment levels, the levels are listed from specific to general. Specific sourcing assignment
overrides general assignment, i.e., rows above override rows below. For instance, Item-
Organization overrides Item.
Navigation path: Supply Chain Planner>Sourcing>Assign Sourcing Rule/BOD
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

1. Enter an assignment set name and description.

2. Select an Assigned To type See: Assignment Hierarchy
3. Enter an organization name, if the Assigned To type requires one.
4. Enter the name of the customer to which you want to assign a sourcing rule or bill of
distribution.
5. Enter the specific site to which you want to assign a sourcing rule or bill of distribution.
6. Enter an Item/Category if you selected Item or Item-Org as the Assign To type.
7. Enter the sourcing rule or bill of distribution as the Type.
8. Enter the name of the sourcing rule or bill of distribution

Note: 1 not every item in a bill of material needs to be listed in an assignment set. Items that are
made and consumed at same organization need not to be assigned to an assignment set.
Assignment Hierarchy
The assignment hierarchy of sourcing rules and bills distribution is listed in the following table,
rows below override rows above them. Columns on the right override columns on the left.

Note: A global sourcing rule has an unspecified receiving organization. Bills of

distribution are global.
Since not all assignment types are valid for both sourcing rules and bills of distribution,
the effect of the Sourcing Rules vs. Bill of Distribution Assignments table is illustrated in a
linear hierarchy in the following table. The rows below override rows above them.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Note: use assignment set hierarchy to simplify the modeling and maintaining sourcing
relationships. For example, when a plant buys all items belonging to a category such as fasteners
from Supplier A, create a sourcing rule and assign it to this item category. At a later day, you
decide to source one of the fasteners from Supplier B. You then create another rule to source
from Supplier B and assign this rule to that specific fastener. The detail-to-general hierarchy
directs the specific fastener to be sourced from Supplier B, while all other fasteners still from
Supplier A.
Create the minimum number of sourcing rules and keep the assignment sets as simple as
possible. Rather than create and assign a rule to each item, you can assign a default rule to an
organization, another default rule to a category. Assign a rule to an individual
item/organization only to deal with exceptions.
Order management
Most modules in Oracle Manufacturing do not interact directly with Oracle Order Management.
These modules use sales order information through the supply/demand portion of Oracle
Inventory. In Oracle Applications 11i, sales orders are visible to the supply/demand portion of
Oracle Inventory only after they are scheduled. Use the Schedule Order process to create sales
order information in Inventory. The scheduled sales orders will become demand in supply
chain planning.
Data Collection
Scope of data collection
Oracle ASCP uses data maintained in the source (transactional) ERP modules. Data collection
programs capture a snapshot of the source data, and copy that snapshot to the planning
instance. The planning engine then performs multi-organization planning and scheduling
calculations. The results of the planning process, such as planned orders, are published back to
the transaction ERP modules for execution. The table below summarizes the data collected into
planning instance from the source instances.
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Source Module Data to be Collected

Order Management Sales order demands, Customers, Price lists
Purchasing Approved supplier list, Supplier capacity, Scheduled PO receipts
Inventory Operating units, Sub inventories, Organizations, Planners, Buyers,
Product families, Items, On hand quantities
Bills of material Bills of material, Resources, Routings, Operations, Workday calendars
Work in Process Scheduled work orders, Material transactions, Resource transactions
Cost Standard costs
MRP/Supply Chain Forecasts, Master demand schedules, Sourcing rules/Bills if
Planning distributions, Assignment sets, Delivery schedules

Note: If Oracle Demand Planning is installed and integrated with ASCP, its output is directly
visible to ASCP as planning inputs.
Data collection methods
Collecting data can take a significant amount of time compared to the time for the overall
planning cycle. Choose the collection method best suit for you needs. There are three collection
methods:
 The Complete Refresh method clears all transaction data for all business entities from
the planning server (for the source instance being collected), and then copies over
information about the user-selected entities. This method can be time consuming.
 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.
 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 non-selected entities remains intact
on the planning server. All planning business entities are supported by Targeted
Refresh collections.
 Continuous collections process: The continuous collections process is an automated
process of data collection that efficiently synchronizes the data on the planning server
by looking up the sources. If you opt for continuous collections, the system
automatically determines the type of collection that needs to be run on entities
selected by you. The continuous collections process collects data from the sources
with the least user intervention. The Continuous Collections concurrent program
performs continuous collections. Continuous collections is not covered in this training.
Use Complete Refresh the first time you perform collections from a source instance to the
planning server. You may also wish to use complete refresh collections after a significant
proportion of the setup data in your transaction system has been altered, and you would like to
make a fresh copy of all source instance business entities (items, bills of material, sourcing rules,
resources, and so on) on the planning server. You typically collect all business entities in a
Complete Refresh Collection. Use Complete Refresh only when it is necessary.
Use Net Change Refresh if you would like to update the supply and demand picture on the
planning server as quickly as possible, and the incremental changes to supply and demand in
the source instance since the last collection have not been extensive relative to the existing
(already collected) body of supply and demand information. In this case, Net Change Refresh is
the fastest way to achieve the desired update of the planning server operational data store,
because it copies over from the source instance only the incremental changes in supply and
demand since the last collection.
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Use Targeted Refresh if you would like to update the planning server information for some (but
not all) business entities, and some of these entities fall outside the category of supply and
demand entities supported by Net Change Refresh. For example, to update the planning server
with a newly rebuilt manufacturing calendar, you would run Targeted Refresh collections for
just the calendar business entity. Data on the planning server about all other business entities
would remain unaffected by this collection. Also use Targeted Refresh (in lieu of Net Change
Refresh) to bring over the latest picture of supply and demand to the planning server in cases
when the incremental changes to supply and demand on the source instance since the last
collection are very extensive. In this case, the update mechanism employed by Targeted Refresh
collections (wholesale deletion followed by rebuilding of data on the planning server) is faster
than the mechanism employed by Net Change Refresh collections (incremental insertions into
existing data on the planning server).
Run data collection
Navigation path: Advanced Supply Chain Planner>Collections>Oracle Systems> Standard
Collection

1. Tab to the Parameters field, Planning Data Pull Parameters form appears
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2. Select individual parameter as explained in the table below, then click on OK

Parameter Values
Instance Source instance code from list of values.
Collection Group You can decide to collect data from All enabled organizations or
only form the current organization
Number of Workers 1 One or greater. Increase this number to increase the number of
computational resources devoted to the Planning Data Pull
process. This allows you to specify the number of workers for the
Data Pull, which can now be different from the number of
workers specified for the ODS load process.
Timeout (Minutes) 1 The maximum amount of time you would like to allocate to the
Planning Data Pull process. If the Planning Data Pull process has
not completed within this amount of time, it will be terminated
with an error.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Parameter Values
Purge Previously Collected Yes (default) or No. Setting this to Yes wipes out all data in the
Data APS planning server operational data store associated with the
selected source instance as the first step in the collections process.
If you set this to Yes, the only allowable collection method is
Complete Refresh. If you set this to No, the allowable collection
methods are Targeted Refresh and Net Change.
Collection Method 2 Complete Refresh/Targeted Refresh/Net Change
Refresh. See the explanation in the Data collection methods
section of this manual
Analyze Staging Tables Yes or No (default). Set this to Yes periodically to re-compute
database access statistics on the APS staging tables. This speeds
up the subsequent Planning ODS Load process.
Business objects The remaining parameters in the Planning Data Pull Parameters
are a list of business objects. Selecting Yes for an entity means
collecting the information for that entity over from the source
instance. Selecting No for an entity means collecting no
information for that entity over from the source instance. This is
useful when you know there are only changes on limited objects.

Note:
1. Consult with your system administrator and DBA on the values of these parameters,
for they affect the performance of the data collection process.
2. Collecting information for Resource Availability and Sourcing History takes a
significant amount of time. Collect this information only when really necessary.
3. Open the Parameters form for Planning ODS Load

4. Select individual parameter as explained in the table below, then click on OK

Parameter Values
Instance Source instance code from list of values.
Timeout (Minutes) 1 The maximum amount of time you would like to allocate to the
Planning Data Pull process. If the Planning Data Pull process has
not completed within this amount of time, it will be terminated
with an error.
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Parameter Values
Number of Workers 1 One or greater. Increase this number to increase the number of
computational resources devoted to the Planning Data Pull
process. This allows you to specify the number of workers for the
Data Pull, which can now be different from the number of
workers specified for the ODS load process.
Recalculate Resource This defaults to the value (Yes or No) that you set for the
Availability Resources Availability business entity in the Planning Data Pull
Parameters window. The value that you set here is the one that
actually determines whether resources availability is collected or
not.
Recalculate Sourcing This defaults to the value (Yes or No) that you set for the Sourcing
History History business entity in the Planning Data Pull Parameters
window. The value that you set here is the one that actually
determines whether sourcing history is collected or not. If you
select Yes, then ASCP will collect all new sourcing history not
already on the planning server in the time range [(today - x
months) through (today)] from the source transaction system. The
number x is given by the value that you set for the profile option
MSC: Sourcing History Start Date Offset (in months). During
planning, ASCP will use the total cumulative sourcing history on
the planning server in addition to the planned sourcing in the
plan to determine whether sourcing percentages in sourcing rules
are being respected or not.
Purge Sourcing History Valid values are Yes and No (default). If you select Yes, then all
sourcing history present on the planning server will be deleted
before the collection process commences.

Note: 1. Consult with your system administrator and DBA on the values of these
parameters, for they affect the performance of the data collection process.
5. Submit the data collection request set
Define an ASCP plan
ASCP plan classes
Oracle ASCP offers the following plan classes.
 Unconstrained
 Resource Constrained
 Material Constrained
 Material and Resource Constrained
 Optimized
These classes are discusses in the table below.
Plan Class Planning Goals Scenario
Horizon
Unconstrained Long Term How much resource capacity Decisions can be made on
Future and material availability do I Resource
need to arrange in order to acquisition/disposition and
satisfy all anticipated demand supplier sourcing to address the
in a timely manner? exceptions.
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Plan Class Planning Goals Scenario

Horizon
Resource Long Term How much material Difficult to change resource
Constrained Future availability do I need to capacity, but increased
arrange in order to satisfy all outsourcing is an option.
anticipated demand in a Decisions can be made on
timely manner? supplier sourcing to address the
exceptions.
Material Long Term How much resource capacity Difficult to change material
Constrained Future do I need to arrange in order availability but internal resource
to satisfy all anticipated acquisition/disposition is an
demand in a timely manner? option. Decisions can be made
on Resource
acquisition/disposition to
address the exceptions.
Material and Near Term Generate a feasible plan that Impossible to overcome
Resource Future respects material, resource, material and resource
Constrained distribution, and constraints and therefore must
transportation constraints. respect them in order to
generate a feasible supply chain
plan.
Optimized Near Term Generate an optimized and Impossible to overcome
Future executable plan based on plan material and resource
objectives and material, constraints and therefore must
resource, and transportation respect them in order to
constraints. generate a feasible supply chain
plan.
Note:
Oracle ASCP lets you prioritize how you enforce Capacity Constraints or Demand Due Dates.
Whichever constraint takes precedence over the other is the hard constraint; and the other is the
soft constraint. You must choose one and only one type of constraint.
If you choose to enforce Demand Due Dates (setting Demand Due Dates as a hard constraint),
then primary resources are used and loaded to capacity to satisfy demand due dates. The system
also evaluates alternate resources if additional capacity is required. If there is insufficient
capacity to meet demand due dates, the primary resource is overloaded. The choice of whether
to use an alternate resource or overload capacity depends on cost considerations if optimization
is selected. Oracle ASCP returns exception messages if capacity is overloaded.
If you choose to enforce Capacity Constraints (setting Capacity Constraints as a hard constraint),
then resources are loaded to their limit to satisfy demand (if required). Unsatisfied demand is
pushed into the future. In this case, Oracle ASCP returns late replenishment exception messages.
ASCP plan types
There three types of ASCP plans.
 Production Plan, equivalent to traditional MPS
 Manufacturing Plan, equivalent to traditional MRP
 Master Plan
Each creates time-phased planned orders that satisfy independent and dependent demand while
seeking to respect material and resource constraints. These three types of plans need to be used
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

in conjunction with the MPS/MRP Planning Type item attribute that is set for each item.
Possible values for this attribute are:
 MRP Planning
 MPS Planning
 MRP/MPP Planned
 MPS/MPP Planned
 MPP Planned
Each ASCP plan type will include a subset of items in its planning process. The items included
depend upon the plan type and the item’s the MRP Planning Type attribute.
Define a plan name
Navigation path: Advanced Supply Chain Planner>Supply Chain Plan>Names

1. Enter a unique plan name.

2. Enter Description for the plan.
3. Check ATP if this plan is used for global order promising.
4. Check Production if it is a production plan. In a production plan, planned orders can be
automatically released within their release time fence.
5. Check Notifications. If this is checked, exception message notifications workflow for the
plan is enabled.
6. Select a Plan Type. Valid values are Manufacturing Plan, Production Plan, and Master
Plan. This setting interacts with the MPS/MRP Planning method item attribute to
determine which subset of the items that pass the condition imposed by the Planned
Items parameter are planned.
7. If you want to make this plan not visible as input into other plans, or want to purge the
plan enter an Inactive Date.
Set plan options
Navigation path: Advanced Supply Chain Planner>Supply Chain Plan>Names >Plan Options
(B)
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Main tab

Use the information in the following table to specify parameters on the Main tab.

Parameter Description Comment Setup

Assignment The assignment set that holds the
Set sourcing rules and bills of distribution
that define the rules for material flow
within your supply chain.
Demand When ASCP does detailed scheduling, it
Priority Rule schedules demands one by one. The rule
specified here dictates the order in which
demands will be considered during
detailed scheduling, and thus which
demands will get the first opportunities
to take up available materials and
resource capacities.
Overwrite1 Overwrite planned orders.
Append Appends new planned orders to current
Planned plan.
Orders1
Planned This parameter and the next one,
Items2 Planning Method, control the items that
are planned in the supply chain plan. An
item must satisfy conditions imposed by
both parameters before being included in
the supply chain plan.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Parameter Description Comment Setup

Material Choose from Operation Start Date or Order State Date is
Scheduling Order Start Date scheduling methods. If usually an earlier
Method you choose Operation Start Date, date than the
material is scheduled to arrive at the start Operation Start Date
of the operation for which it is required. and therefore this
If you choose Order Start Date, material selection represents
is scheduled to arrive at the start of the the more
order for which it is required. conservative
planning logic of the
two options.
End Item If Decision Rules tabbed region > Use
Substitution End Item Substitutions selected, select a
Set substitution set. These are defined in the
Planning Details - Substitute window
discussed. You can use a set of
substitution relationships to be effective
for a given plan by selecting the
substitution set as an option for the plan.
This allows you to run simulations of
possible substitutions and evaluate
performance indicators given possible
future substitutions.
Schedule By Set this option to instruct the planning Select one of the
engine to: following sales order
Plan supplies based on sales order line line dates:
request, promise, or schedule dates for Schedule Ship Date
either ship or arrival Schedule Arrival
Consume forecasts based on sales order Date
line request, promise, or schedule dates. Request Ship Date
You must provide forecast dates that Request Arrival Date
match your choice of this plan option; for Promise Ship Date
example, if you select Promise Ship date Promise Arrival
for this plan option, make sure your Date
forecast dates are in terms of promise The default is
ship dates. Schedule Ship Date.
If you do not specify plan option
Demand Priority Rule and have not
specified a default demand priority rule
(in the Define Priority Ruled form), the
planning engine uses the value of this
plan option as the demand priority rule.
Demand If you want to limit a production plan to This field is active
Class a demand class, enter it. only for a
Production
Plan/MPS schedule.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Parameter Description Comment Setup

Move Jobs to Check this option if you want to generate
PIP planned order supply even in the
absence of demand in order to ensure
that inventory is held on the
manufacturing floor only for items
designated as Planned Inventory Points.
Display Key Check this option to calculate key
Performance performance indicators for the plan.
Indicators
Demand Check this option to enforce demand Demand time fence
Time Fence time fence control. is an item attribute
Control
Planning Check this option to enforce planning Planning time fence
Time Fence time fence control. is an item attribute
Control
Lot for Lot Check this option to force the creation of Order quantity
a separate supply for each demand. This modifiers such as
prevents the creation of aggregate Minimum Lot Size
supplies that satisfy multiple demands. and Fixed Lot
Multiple override
this option
Include Select this plan option to instruct the To mark an item as a
Critical planning engine to plan considering critical component,
Components critical components. Depending on the select its item
plan type and the planning item types, attribute Critical
the planning engine may plan critical Component.
components and not plan other
components or components of those
components.
Do Not The planning engine should use forecast
Spread entries as they exist for planning.
Forecast
Spread The planning engine should spread
Forecast aggregate forecast demand evenly across
Evenly the daily buckets from the workday
calendar.
Forecast Select a forecast distribution assignment The rules to
Distribution set for the global forecasting process. The distribute sales
Assignment forecast distribution assignment set orders are in plan
Set contains global sourcing rules used to option Assignment
distribute global forecasts over multiple Set.
inventory organizations:
Consume by The forecast consumption process does
Forecast not search outside of the consumption
Bucket bucket for forecasts and sales orders
except in daily buckets.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Parameter Description Comment Setup

Explode Select this plan option to instruct the Clear this plan
Forecast planning engine to explode forecasts as option if you have
follows during the consumption process: arranged for this
- Product family forecasts to product explosion to occur in
family member item forecasts the source instance
- Model forecasts to other model, option or in Oracle Demand
class, and item forecasts. Planning before the
This option applies to forecasts with planning run.
forecast control Consume and derive.
Backward If you are bringing in unconsumed
Days forecast scenarios from Oracle Demand
Planning as demand schedules into
Oracle ASCP and would like to do
forecast consumption inside ASCP (as
opposed to bringing in pre-consumed
forecasts contained in master demand
schedules as demand schedules into
Oracle ASCP), then set the forecasts
consumption backward days parameter
here. This parameter allows a sales order
demand to consume forecast demand
even if the forecast demand is up to the
specified number of days earlier than the
sales order demand. This parameter
applies only to Oracle Demand Planning
scenarios that are used as demand
schedules in Oracle ASCP plans.
Forward This parameter allows a sales order
Days demand to consume forecast demand
even if the forecast demand is up to the
specified number of days later than the
sales order demand.
Enable Check this option to calculate pegging
Pegging information. Oracle ASCP traces supply
information for an item to its
corresponding end demand details,
which you can then view in a graphical
display.
Peg Supplies Check this option to calculate pegging so Do not check it.
by Demand that on-hand and firm supplies are Instead, set profile
Priority pegged to demands in demand priority option MSC: Use
order (as defined by you in a priority FIFO Pegging to Yes.
rule) within the time period set by the
profile option MSO: Firm Supply
Allocation Window (days).
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Parameter Description Comment Setup

Pegging – Choose a reservation level: Planning Do not use
Reservation Group, Project, Project-Task, or None.
Level
Pegging – Choose a hard pegging level: Project, Do not use
Hard Project-Task, or None.
Pegging
Level
Forecast If you are bringing in unconsumed
Consumption forecast scenarios from Oracle Demand
Backward Planning as demand schedules into
Days Oracle ASCP and would like to do
forecast consumption inside ASCP (as
opposed to bringing in pre-consumed
forecasts contained in master demand
schedules as demand schedules into
Oracle ASCP), then set the forecasts
consumption backward days parameter
here. This parameter allows a sales order
demand to consume forecast demand
even if the forecast demand is up to the
specified number of days earlier than the
sales order demand. This parameter
applies only to Oracle Demand Planning
scenarios that are used as demand
schedules in Oracle ASCP plans.
Forecast This parameter allows a sales order Do not use
Consumption demand to consume forecast demand
Forward even if the forecast demand is up to the
Days specified number of days later than the
sales order demand.

Note: 1. Overwrite and Append Planned Orders work together to limit how the planning
process reacts to firm planned orders and to stabilize the short-term material plan. When you
launch the planning process, you generate new planned orders to meet your net requirements.
Since you can firm DRP, MPS, or MRP planned orders, you may not want the planning process
to overwrite any firm planned orders. See the table below for more information.
Overwrite Append Effects
Planned Orders
All The planning process overwrites all entries, planned and
firm planned, from the current material plan.
None The planning process does not overwrite any firm planned
orders. It does, however, overwrite any suggested planned
orders that are not firm.
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Overwrite Append Effects

Planned Orders
Outside The planning process overwrites all entries from the
planning time current plan, planned and firm planned, outside the
fence planning time fence, and overwrites only planned orders
inside the planning time fence. It does not overwrite any
firm planned orders within the planning time fence. The
planning time fence can be different for each item, so the
planning process looks at the planning time fence for each
item when choosing what to delete. Planning time fence is
an item attribute defined in Inventory
Unchecked The planning process does not append any planned orders
to the current plan. Additional demand does not cause
planned order recommendations. Instead, the projected
quantity on hand may go negative in response to demand
that was not met by a suggested planned order.
Checked The planning process appends additional planned orders
after the last entry on the current material plan to meet any
additional demand. The Overwrite and Append Planned
Orders options work in combinations, as described below.
All Checked Select this option to create a new material requirements
plan for the plan name you specify, deleting all previous
planned and firm planned orders while regenerating new
planned orders. You can use this combination the first time
you run your plan or if you want your plan to reflect all
sources of new demand.
Outside Checked This option allows you to create an extension to the current
planning time material requirements plan, delete planned and firm
fence planned orders outside the planning time fence and delete
all planned entries inside the planning time fence for each
item. The planning process creates (appends) new planned
orders after the planning time fence date. In this case, since
you are overwriting after the planning time fence, you are
also appending new planned orders after that date. Use this
combination to stabilize the short–term plan and allow the
long–term plan to react to new sources of demand. If an
item has no time fence specified and this option is chosen,
all planned and firm planned orders are overwritten. The
effect is the same as Overwrite All and Append Planned
Orders checked.
None Checked When you choose not to overwrite an existing plan, the
planning process does not overwrite existing firm planned
orders, but deletes any suggested planned orders. The
planning process then creates (appends) new planned
orders after the planning time fence date. Use this to firm
short–term sections of your material requirements plan.
You can extend the plan horizon without altering existing
firm planned orders.
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Overwrite Append Effects

Planned Orders
None Unchecked The planning process does not overwrite existing firm
planned entries, but deletes any suggested planned orders.
In addition, it does not append additional demand to the
end of the plan. Instead, it reports the instances where the
material requirements plan is out of balance with the
master demand schedule, and allows you to solve these
problems by manipulating the plan manually. In this case,
the projected quantity on hand would go negative since no
planned orders were suggested to meet the additional
demand. The material planner can use on–line inquiries
and reports with exception messages to identify material
shortages. This gives maximum control to the material
planner.

Note: 2. Planned Items, Planning Method and Item’s attribute MRP/MPS Planning method
work together to select items in the plan. The following table lists the three controls that together
determine which items are planned in a supply chain plan, and the possible values for each
control.
Planned Items Plan type Planned Items in the plan
value
All planned Master Plan All items in the planned organizations having
items MRP/MPS Planning Method attribute value of
MPP planning
MRP and MPP planning
MPS and MPP planning
Plus:
MRP planned and MPS planned items that are in
between the above items in the bills of material.
All items in the input schedules.
All planned Production Plan All items in the planned organizations having
items MRP/MPS Planning Method attribute value of
MPS planning
MPS and MPP planning
Plus:
MRP planned and MRP/MPP planned items that are in
between the above items in the bills of material.
All items in the input schedules.
All planned Manufacturing All items in the planned organizations except those
items Plan having MRP/MPS Planning Method of Not Planned
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Planned Items Plan type Planned Items in the plan

value
Demand Master Plan All items in the input demand schedules, and all
schedule items components of these items that have MRP/MPS
only Planning Method attribute code of:
MPP planning
MRP and MPP planning
MPS and MPP planning
Plus:
MPS and MRP planned items that are in between the
above items in the bills of material
Demand Production Plan All items in the input demand schedules, and all
schedule items components of these items that have MRP/MPS
only Planning Method attribute code of:
MPS planning
MPS and MPP planning
Demand Manufacturing All items in the input demand schedules, and all
schedule items Plan components of these items that have MRP/MPS
only Planning Method attribute code of:
MRP planning
MRP and MPP planning
Supply schedule Master Plan All items in the input supply schedules, and all
items only components of these items that have MRP/MPS
Planning Method attribute code of:
MPP planning
MRP and MPP planning
MPS and MPP planning
Plus:
MPS and MRP planned items that are in between the
above items in the bills of material
Supply schedule Production Plan All items in the input supply schedules, and all
items only components of these items that have MRP/MPS
Planning Method attribute code of:
MRP planning
MRP and MPP planning
Supply schedule Manufacturing All items in the input supply schedules, and all
items only Plan components of these items that have MRP/MPS
Planning Method attribute code of:
MPS planning
MPS and MPP planning
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Planned Items Plan type Planned Items in the plan

value
Demand and Master Plan All items in the input demand and supply schedules,
Supply schedule and all components of these items that have MRP/MPS
items Planning Method attribute code of:
MPP planning
MRP and MPP planning
MPS and MPP planning
Plus:
MPS and MRP planned items that are in between the
above items in the bills of material
Demand and Production Plan All items in the input demand and supply schedules,
Supply schedule and all components of these items that have MRP/MPS
items Planning Method attribute code of:
MPS planning
MPS and MPP planning
Plus:
MPS and MRP planned items that are in between the
above items in the bills of material
Demand and Manufacturing All items in the input demand and supply schedules,
Supply schedule Plan and all components of these items that have MRP/MPS
items Planning Method attribute code of:
MRP planning
MRP and MPP planning
Aggregation tab

Use the information in the following table to specify parameters on the Aggregation tab.

Parameter Description Setup

Start Date This is a view-only field, whose value equals the start date of
the plan if the plan has already been run. Otherwise, it defaults
to the system date.
End Date Shows the calculated end date for your plan. This is a view-
only field, calculated based on the bucket sizes you specify
Bucket Size Specify bucket size in days, weeks, and periods.
Items Choose aggregation at item level or product family level.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Parameter Description Setup

Resources Choose resource aggregation at individual level or aggregate
level.
Routings Choose aggregation level at individual routing or bill of
resources level.
Minutes Size Specify the bucket size in minutes for the Days planning
Bucket period.
Hours Specify the bucket size in hours for the Days planning period.
Bucket Size
Days Bucket Specify the bucket size in days for the Days planning period.
Size
Organization tab

Use the information in the following table to set parameters on the Organizations tab.
Parameter Description Note Setup
Global Select the names of Oracle
Demand Demand Planning scenarios that
Schedules drive this plan. You can select
demand-planning scenarios that
do not reference an organization
(organization dimension set to All
Organization).
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Parameter Description Note Setup

Ship To Select a forecast consumption You can select:
Consumption level for the Oracle Demand - Customer
Level Planning scenario. The global - Customer Site
forecasting process consumes - Zone
forecast entries that have Ship To - Customer Zone
value the same as this plan option. - Demand Class
- Item
The choices in the list of
values changes depending
on the published level of
the scenario.
Org The plan’s organization.
Description Description of the owning
organization.
Net WIP Select to consider discrete jobs and
other production orders as supply
in the planning demand/supply
netting process.
Net If checked, ASCP generates
Reservations pegging of on-hand supply to
sales orders that matches the
reservations recorded in the
source transaction system.
Net Select to consider purchase orders,
Purchasing purchase requisitions, in-transit
shipments and other non-
production order scheduled
receipts as supply in the planning
demand/supply netting process.
This option covers all scheduled
receipts not covered by the Net
WIP option.
Plan Safety Select to consider plan safety stock
Stock demand and supply in the
planning demand/supply netting
process.
Include Sales Select to invoke forecast
Order1 consumption within ASCP for the
selected organization. Check this
if the demand schedules for the
organization are unconsumed
forecasts. Uncheck this if the
demand schedules for the
organization are consumed
forecasts plus sales orders in the
form of master demand schedules
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Parameter Description Note Setup

Bill of Select Bill of Resources from the
Resource list of values if one of the Routings
is set to BOR on Aggregation tab.
Simulation Set Select a Simulation Set from the
list of values. A simulation set is a
set of adjustments to the base
availability calendar of a resource,
and is defined via the Oracle Bills
of Materials Department
Resources form. You can define
different simulation sets to model
different availability scenarios (for
example, the base availability
calendar could reflect 5-day
operations; simulation set 1 could
reflect working 6 days/week for a
certain period; simulation set 2
could reflect working 7
days/week for a certain period).
The simulation set that you select
is applied to all resources within
the organization.
Demand Select the name of your demand
Schedules 2 schedule/forecast/plan.
Ship To See above See above
Consumption
Level
Interplant If selected, the planning engine
uses only interorganization orders
and demands from
interorganization planned orders.
If cleared, the planning engine
uses demands from all planned
orders.
Supply Select the name of your supply
Schedules schedule for each organization.
Subinventory Opens the Subinventory Netting
Netting window.

Note: 1. Users can collect forecasts into the APS planning server. Optionally, they can choose to
consume forecasts by sales orders when they run ASCP plans. Forecasts are consumed if the
Include Sales Order check box in the Organizations tab of the Plan Options window is checked.
For multilevel ATO items, forecasts are consumed at all levels if the forecast explosion has
occurred in the source instance prior to the collection. If you are not using forecast, uncheck this
check box.
2. The plan for one organization can be used as a demand (or demand schedule) for the plan
of another organization.
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Constraint tab

Use the information in the following table to specify parameters on the Constraints tab.
Parameter Description Setup
Constrained If selected, Enforce Demand Due Dates is selected, all fields
Plan in the tabbed region are updateable with all constraints
defaulted to Yes. The default is cleared. You cannot set all
Resource Constraints and Material Constraints to No. If you
set any Resource Constraints to Yes, you cannot clear
Calculate Resource Requirements.
Enforce Check this option if you want demand due dates to be your
Demand Due hard constraint (that is, respected in lieu of material and
Dates resource capacity constraints, if there is conflict).
Enforce Check this option if you want material and resource
Capacity capacity constraints to be respected in lieu of demand due
Constraints date constraints.
Start Date Displays the start date for each bucket type.
Buckets Displays the number of buckets of this bucket type.
Resource Select Yes to consider resource constraints for the bucket.
Constraints
Supplier Select Yes to consider supplier capacity constraints.
Capacity
Constraints
Enforce Select this plan option to instruct the planning engine to
Purchasing constrain the plan by purchased item lead times (item
Lead-time attributes or approved supplier list).
Constraints Clear it to instruct the planning engine never to miss a
demand due date because of a purchased item lead time.
Scheduling Specify whether to enable detailed scheduling.
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Parameter Description Setup

Minutes Size Specify the bucket size in minutes for the Days
Bucket Size planning period.
(in
Days)
Hours Bucket Specify the bucket size in hours for the Days planning
Size (in period.
Days)
Days Bucket Specify the bucket size in days for the Days planning period.
Size (in
Days)
Calculate If selected, the program will calculate resource capacity
Resource utilization.
Requirements
Planned Select All Resources or Bottleneck Resources. If you have
Resources defined bottleneck resource groups in Oracle Bills of
Material and you want to detail schedule only the
bottleneck resources, select
Bottleneck Resources and enter a Bottleneck Resource
Group.
Bottleneck If you have defined bottleneck resource groups in Oracle
Resource Bills of Material and you want to detail schedule only the
Group bottleneck resources, select its name.
Decision Rules tab

Use the information in the following table to specify parameters on the Decision Rules tab.
Parameter Description Setup
Use End Item If selected, use end item substitute prior to creating new
Substitution planned orders. If cleared, use only the demanded item. Enter
the End Item Substitution Set in the Main tabbed region.
Use Alternate If selected, use primary resource and use alternate resource
Resources only if necessary. If cleared, use only primary resources.
Use Substitute If selected, use primary components and use substitute
Components components only if necessary. If cleared, use only primary
components only.
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Parameter Description Setup

Use Alternate If selected, use primary routings and use alternates only if
BOM/Routing necessary. If cleared, use only primary bills of material and
routings.
Use Alternate If selected, use primary sources and use alternate sources
Sources only if necessary. If cleared, use primary sources only. The
planning engine does not use alternate sources (rank 2 or
higher) as a sources of supply.

Launch a plan
Navigation path: Advanced Supply Chain Planner>Supply Chain Plan>Names> Launch Plan
(B)

For an ASCP plan, accept the defaults on the request parameters form and click on OK then
submit the request.
Copy a plan
Navigation path: Advanced Supply Chain Planner>Supply Chain Plan>Names>Copy Plan (B)
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

1. Enter a Name for the new plan

2. Enter Description, optionally
3. Select or clear ATP, Production, and Notification as you would if you are creating a new
plan on the Plan Names form.
4. If you want to copy only the plan options from one plan to another of a different plan
type, select Copy Plan Options Only
5. Plan Type defaults to the plan type of the source plan and you cannot change it if you
want to copy all plan information.
6. Click on OK
Planner Workbench
The Planner Workbench is the primary “work area” for analysis of the plan and actions taken
based on plan recommendations

 Multi-window format
 Ability to have several screen open at the same time
 Strong navigational interactions between different workbench windows
 Context passed between windows using right clicks or buttons
 Ability to see data at detailed and summary levels and drill down/up from one to the
other

Navigation path: Advanced Supply Chain Planner>Supply Chain Plan>Workbench

ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Plans tab displays the entities associated with the plan in a hierarchical fashion (user can select
the drill down hierarchy)
Queries tab displays only those entities within the plan that the user wants to focus on (as pre-
defined by the user)
Plan Navigator
 Displays list of plans defined under the organization (Note: The plan although defined in
one organization could still be a multi-org plan)
 View Plans by
o Actions
o Organizations
o Item
o Resources
o Projects
o Suppliers
 Variety of “Right-Click” navigations possible from each node (or use of Shortcut buttons
at the bottom of the navigator)
 List of Item Categories displayed is based on Tools à Preferences à Other à Category Set
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Supply chain structure

Supply Chain Structure – Items and Item Details
 Right Click on Item (in Navigator) > Items
 Key data displayed include Lead Times and Order Quantities
 Variety of other planning related item attributes available for display through Folder
functionality
 Items window is a launching pad to more detailed structural information on the item
 Supply Chain Bill
o Displays Sourcing and BOM structure for the item
o Can also show the “Reverse BOM” I.e. the end items where a component is used
 Sources
o Displays Sourcing (other orgs or Suppliers) from which the Item is sourced from
o Shows relative allocation percentages or ranks
o Supplier Information: Lead Times, Costs, time varying capacities and flex fences
 Destinations
o Displays Destinations (other orgs) to which this item is shipped to
 Where Used: The items in the next level up in the bill of material that use this item as a
component
 Components: The components defined in this item’s bill of material (primary and
alternates)
 Co-Products: If the process that produces this item also produces other products, those
are displayed here
 Routing Operations: The operations within the routings (primary and alternate) that are
used to produce this item
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 Safety Stock: Prescribed safety stock targets for this item. This screen only shows safety
stock defined in the Source ERP as quantity (It does not show safety stock input from IO
or the target dynamically calculated by the plan based on safety stock days of supply)
 Substitutes: If this item is sold as an end item, the valid substitutes that can be offered to a
customer requesting this item
 Inventory Levels: Not used by ASCP

Item:

Destination:

Where Used:
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Components:

Routing Operations and Resources:

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Supply Chain:

Supply Chain Structure – Resources

Right Click on Resource (in Navigator) > Resources
 Displays information about the resource – Department, Type, Cost etc.
 Items – Shows the items made on this resource Availability
o Summary: Displays summary of resource availability at the planning time bucket
level
o Detail: Shows the shift level capacity for the selected day. Also allows for update of
resource availability
 Gantt Chart – Shows graphical view of activities planned on the resource
 Requirements – Shows Forms based view of activities planned on the resource
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Gantt Chart:

Availability:

Availability > Details:

ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Requirements:

Supply chain plan result analysis

 Open Planner workbench
 Review KPIs
 Review Exceptions
 From the context of an exception analyze planning results
 Make changes to the plan
 Re-run the plan with the user changes
 Review results
 Select orders for release to execution system
 Release orders
 Create simulation plans to simulate what-if scenarios
Supply Chain Planning Results – Exceptions Summary
 Right Click Exceptions > Summary (sensitive to the level in the tree at which right click is
performed)
 Displays Exceptions as various types classified into groups
 Shows the count of exceptions by group, type
 Can Save a version of the Exception messages prior to running a simulation re-plan
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

 Can have all exception groups pre-expanded (Tools > Preferences > Other)

Supply Chain Planning Results – Exceptions Details

 Double Click on any exception type to open up Exception Details
 Show details of the planning exception
 Example: Late Replenishment for Forecast. Key information
o Item
o Org
o Order Number
o Customer
o Demand Due Date
o Days Late
 Folder/Find and Sort capability
 Navigation to related entities: Items and Supply/Demand
 Navigation to cause analysis
o Related Exceptions
o Gantt Chart
 Action Taken: Mark the exception once action is taken
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Supply Chain Planning Results – Related Exceptions

 Right Click From Exception Details > Related Exceptions
 Certain Classes of Planning Exceptions have “Related Exceptions” (when the Related
Exceptions pop up menu enabled)
o Late Replenishment for Sales Orders/Forecasts
o Sales Order / Forecast at Risk
o Sales Order / Forecast at Risk due to Resource/Material Shortage
 Related exceptions point to root causes
 Show the cause – effect across multiple levels in the supply chain structure
 Root causes could be
o Resource capacity shortages
o Material capacity shortages
o Lead Times

Supply Chain Planning Results – Horizontal Plan

There are 4 types of Horizontal Plans

1. Material Plan: Classical Planner spreadsheet showing supplies and demands and
projected available balances at the planning bucket level
2. Resource Capacity: View of Resource hours available versus used along with capacity
utilization % information
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

3. Supplier Capacity: Shows Supplier capacity (available versus used) by planning time
bucket and tracks the cumulative available at any point in time
4. Transportation Capacity: Shows the capacity available versus used for transportation
resources

Navigation to the horizontal plan is possible either from the navigator tree or from other
windows where the relevant context is available such as Item, Resource or Supplier

 Users can control via preference sets

o The rows that are displayed / not displayed
o The default view of the time buckets (days, weeks, periods)
o Display factor and Decimal places
o Display of graph
 When invoking the horizontal plan user can choose the preference set that will control the
display (e.g. default, summary, detailed)
 Right Click on Save Settings will control Column and row widths
 Time scale display
o Can expand from Periods / Weeks / Days
o Can only expand up to the planning bucket granularity
 Export Capability Select and copy the contents of the horizontal plan into an Excel sheet
Supply Chain Planning Results – Horizontal Plan (Material)
 Shows time phased view of supply, demand and inventory for an item/org (multi-select
also possible)
 Drill downs from demand and supply rows to Supply/Demand Window (discussed
later)
 Can optionally display a graph
o Graph up to maximum of 3 rows at a time
o Select number of buckets / chart type
 Right Click on Enterprise Plan, Shows the supplies and demands summarized across time
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Supply Chain Planning Results – Horizontal Plan (Resource)

 Shows time phased view of Required hours, available hours and capacity utilization %
for selected resource(s)
 Drill downs to Resource Requirement details from a given planning time bucket
(discussed later)
o Can optionally display a graph
o Graph up to maximum of 3 rows at a time
o Select number of buckets / chart type

Supply Chain Planning Results – Horizontal Plan (Supplier Capacity)

 Shows time phased view of Available Capacity, Required capacity, net available (in that
bucket) and cumulative available (running total across buckets) for Supplier/Supplier
Site/Item combination
 Unlike Resource capacity, supplier capacity accumulates over time
 Drill downs to Supply/Demand window for the purchased item
 Can optionally display a graph
o Graph up to maximum of 3 rows at a time
o Select number of buckets / chart type
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Supply Chain Planning Results – Vertical Plan

 Shows vertical listing of Supplies and Demands for an Item/Org
 Not often used. Most people use Horizontal Plan or Supply/Demand Window

Supply Chain Planning Results – Supply/Demand Window

 Displays Supplies and Demands generated by the plan
 Can be in the context of an entire plan, an org, an item across orgs or for an item org
 Key information
o Planned Dates
o Sources (organizations and suppliers)
o Quantities
o Customer information
o BOM/Routing information
o Ship Methods used
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

o Order Type and Number

o Action status: Indicates what the planner should do with this order
o Hundreds of other pieces of information that planners can use for analysis of plan
results
 Folder / Find capabilities for storing favorites

Supply Chain Planning Results – Supply/Demand Window - Calendar

 Right click on any Supply or Demand > Calendar
 Sub menu lists out the various calendars that have influenced the timing of this order
 The grayed out options are not applicable to this order type
 The Calendar window show the working non working days as well as shift timings if
applicable for that calendar
 It also shows the inheritance level for the calendar

Supply Chain Planning Results – Supply/Demand Window - Pegging

 Pegging establishes relationships between supplies and demands across multiple levels
in the supply chain
 Pegging can be from a Supply or a Demand and could be up or down the supply chain
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

 Used extensively by ASCP customers to evaluate impacts of supply shortages at lower

levels in the supply chain bill on end customer demand
 Options
o Navigate backwards and forwards
o Refresh the supply/demand window when parked on a specific node in the
pegging tree
o Peg up or down
o Hide Dependent demands
o Hide Operations and Resources
 Right Click on Properties provides information additional to what is shown in the
pegging tree

Supply Chain Planning Results – Gantt Chart

 Navigate from any supply, demand, resource, and resource requirement
 Only active in constrained plans
 Graphical views of
o Supplies, operations and resource requirements shown in the context of a pegging
tree (Orders View)
o Late demands and the reasons why they are late (Late Demand View), only
available for late demands.
o Resources and activities planned on them (Resource View)
 Late Demand View
o One late demand at a time
o Analyze critical path
o Analyze key bottleneck
o Analyze minimum lead times and earliest/latest dates
 Navigate to Orders view or Resource view to make changes and firm orders

Late Demand View:

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Order View:

Resource View:
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Supply chain plan executions

Supply Chain Planning Actions – Firming Orders in Supply/Demand Window
 Gantt Chart allows firming of specific resource activities
 Entire orders (supplies) can be firmed using the Supply/Demand window
 Select “Firm” checkbox
 Enter
o New Date
o New Quantity
 Optionally enter
o New sourcing information
o New BOM/Routing information
 When ASCP runs again (“Overwrite” option should be set appropriately) it will retain
this planned order (all non firm planned orders are wiped out and regenerated)
 Can also enter new supplies and demands in the Supply/demand Window
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Supply Chain Planning Actions – Rerunning the Plan

 When users make manual changes to the plan they would want to rerun the plan so that
the rest of the plan that they have not disturbed aligns with their changes
 There are several options to rerun the plan
o Launch New Plan: This will generate the plan from scratch. Firm supplies will be
retained based on the overwrite option but Gantt chart based firming is ignored
o Batch Re-plan: ASCP will figure out what the user has changed and mark a set of
items that need to be re-planned. Only those items are re-planned (effects of
common components, resources are taken into account)
o Online Replan: Similar to Batch replan but used for the mode where the user wants
to make several changes one after the other and rerun the plan after each change.
Also allows for “Undo” capability on the changes (but not on the plan. The plan
has to be rerun after undoing the user change)

Refer to Simulation and net change re-plan of this text.

Note:
 User changes are shown in pink color
 Supplies that are changed after batch/online replan are shown in blue color

Supply Chain Planning Actions – Releasing Orders

 Releasing orders means having planned orders in ASCP get converted into Work Orders,
Purchase Orders, Internal Requisitions etc. in the ERP system
 Supply/Demand window is used for releasing orders
 Typical use case
o Use Find window to specify criteria for releasing orders
o Once results are shown in the window do Plan (Top Menu) > Select All for Release
o Do Plan > Release
 Selective release
o Select a specific order for release using the “Release” checkbox
o Select the “Release Properties” tab
o Fill in details for the “Implement As *” columns as appropriate (there are several
Implement columns that are hidden)
o Hit the Save button (or Ctrl + S)
o Right click “Release” or Plan > Release
 A summary window will provide information on which orders were released
successfully and which orders were not
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Personal and public queries

 Provides a window to the plan that does not involve drill down through the plan name
 Accessed using the Queries tab on the planner workbench
 Query is a stored set of business criteria that are used to generate results that serve as
starting point for plan analysis
 Queries can be Public (available to all users) or Private (only available to the user who has
defined the query)
 Queries are available for
o Items
o Resources
o Suppliers
o Exceptions
 Define Query Name > Specify Criteria > Execute Query > View Results > Navigate to the
Planner workbench for more analysis

 Click Save to save the query

 Click Save As to save it under another name
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

 Click Delete to delete it

 Click Execute to run the query
Simulation net change re-plan
Net change re-plan simulation is ASCP’s What-If analysis feature that lets you update a plan by
planning only the items you have changed in the Planner Workbench. Re-planning is based on
the snapshot data gathered during the original planning run and the changes you have made
through the Planner Workbench.
Simulate changes
What changes can you simulate?
 Supplier capacity: To simulate item supply changes, you can add new supplier capacity
and adjust a supplier’s capacity over a specified time frame.
 Resource availability: You can add new resource availability and modify how many
resources are available over user defined time frame. Resource constraints include
available machine hours, available worker hours, and adding or removing shifts.
 Supplies: Add new planned orders. Firm planned orders, discrete jobs, and purchase
orders. Modify quantities, dates, sources, and alternates
 Demands: Alter demand priority of any demand. Modify quantities and due dates for
independent demand (MDS entries). Add new Manual MDS.
Change supplier capacity
1. Query the item for which you want to change supplier capacity
2. Click on the Sources button

3. Click on Supplier Capacity button

Change resource availability

1. Find the resource
2. Click on Availability button
3. Click on Details button
4. Under update resource, make capacity changes
5. Click Apply
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Change supply
1. Open the Supply/Demand window
2. Click on the New button on the toolbar
3. Enter Org code
4. Enter Item code
5. Select Planned Order as Order Type
6. Enter New Date as the supply due date
7. Enter New Qty as the supply quantity
8. Optionally, enter sourcing information under the Sourcing tab – Source Org, Source
Supplier, Source Supplier Site
9. Save

Note: when you manually create supply, the order type is Planned Order and the order is Firm.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Change demand
1. Open the Supply/Demand window
2. Click on the New button on the toolbar
3. Enter Org code
4. Enter Item code
5. Select Manual MDS as Order Type
6. Enter New Date as the supply due date
7. Enter New Qty as the supply quantity
8. Enter Order Priority

Note: when you manually create demand, the order type is Manual MDS and the order is Firm
by default.
Simulation modes
Batch Mode Planner: Replan at the back end, return the front end to user immediately, and give
other users access to the plan when you are performing simulations.

Online Planner: It is more interactive; you can make changes and replan as many times as
necessary before release. It generates the full set of exception messages following a replan. You
are allowed to enter changes before and after, but not during Online Replan session. The
changes you made during an online session can be undone. You are not allowed to start another
Online Planner session nor are you allowed to make changes to the plan when Online Replan is
progressing.
Running net change replan simulations
1. Before running net change replan simulation, save and make a copy of your baseline plan
before running replan and make modifications only to the copy (“current”).

2. Click Plan on the Menu, select Save Actions. This will save a new version of the plan.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

You may save as many versions as you need.

3. Go to the left pane of the Workbench, change to View By Actions and highlight the “Current”
version.

4A. Run Batch Replan

 Make desired changes to the plan
 Save changes
 Submit batch replan concurrent program, choose Plan > Batch Replan

 Verify the concurrent program completes successfully

 Re-query the plan to review the changes
 If the results are not satisfactory, repeat the above steps
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

4B. Running Online Replan

 Start Online Planner

 Make the desired changes to your plan when the status window informs you that the
session is ready for planning

 Save
 Choose Plan > Online Replan

 When the replanning completes, review the plan results

 Repeat these steps as needed
 Stop online planner session, Choose Plan > Stop Online Planner. Click OK to confirm
your choice.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Note: It is recommended that the online planner be stopped as soon as a series of simulations is
complete. An active online planner could consume a lot of system resource (CPU/memory).
Viewing Undo Summary
The Undo Summary window lists the users and timestamps for every action/change made to
the plan. It includes online planning changes, sorted by user.

Select Plan > Undo Summary

The Undo Summary window appears

ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Create Undo Bookmark

You can create save points (Undo Bookmark) for undoing online planner actions. Subsequently,
you can undo only those online planner actions made after the bookmark.

Select Plan > Add Undo Bookmark

Or click Add Bookmark on the Undo Summary window.

On the Add Bookmark window, enter a Bookmark Name, then click OK.

Undo action
On the Undo Summary window, select a change you initiated in the online planner. Click Undo.

You cannot undo other users’ changes.

Reports
Plan comparison report
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

The Plan Comparison Report compares two plans. To compare two plans:
 Specify criteria for comparison attributes (preference sets) and the comparison display
(filtering criteria)
 Select the plans to compare and view the comparison: You can drill down from exception
group comparison to exception type comparison to exception details comparison.
Plan detail report
The Planning Detail Report provides a simple and consolidated report that shows the output of
the advanced supply chain planning process. The report gives detailed information to help you
understand and analyze the supply chain planning results by presenting the data selectively and
coherently. For a given Supply Chain Plan, the report includes the relevant details about items,
resources, gross requirements, scheduled receipts, planned orders, plan constraints, and
exceptions in separate worksheets.

You can invoke the report from a menu and print the worksheets selectively. No additional
change or set up in the application is required in order to generate the report. You can select the
plan, organizations, items, resources, projects, and many other parameters to filter the
information to display in the report and you can change these parameters at any time.

To run the Plan Detail Report, it must set up and configured in Oracle Discoverer.
Audit information reports
The planning process involves collecting and using source data to drive planning. Data from
source instances need to be accurate and need to be set up properly in order for reliable
planning output. Data from the source can be corrupt due to many reasons, including: bad
transactions, missing transactions, human error, improper formats, conflicting and/or missing
setups and profile options.

The Audit Statements Reports are self-explanatory reports that evaluate data setups. It suggests
remedies for the problems that are found.
Audit Collections Setup report
Used for auditing collected data integrity
Audit Planning Data report
Used for auditing the planning engine
Audit UI Data report
Used for auditing the user interface; for example, to check the validity of materialized views and
profile options that control the display of plan data
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Practicing labs
To be added
FAQ
1. What calendar quarterly type does ASCP support?
Up to 11i.10, Oracle ASCP only supports 4/4/5 week pattern quarterly type calendars.
Calendars using other type of quarterly pattern may cause unexpected planning and
scheduling results. Check your workday calendars to see if they are setup with the correct
quarterly pattern. Note also, workday calendars setup for manufacturing and planning is
independent of financial calendars.
2. How are planning buckets and horizon calculated?
You can assign x days + y weeks + z periods planning buckets. The planning horizon is
approximately the total days covered by these buckets. However, the weekly buckets
must start on a week start date, and the same is true that the period buckets must start on
a period start date. Consequently, the planning horizon may usually longer than that
calculated from x days + y weeks + z periods. See the illustration below:

The 25 days daily bucket ends on 13-APR-2006, but the next week starts on 17-APR-2006
because weekly buckets can only start on a week beginning day from the manufacturing
calendar. If the daily horizon does not end on the day before a week beginning day, the
planning engine extends it to the next day before a week beginning day. It plans the
extended days in daily buckets—never minute or hourly buckets—regardless of any
other settings. The 13 weeks weekly bucket ends on 16-JUL-2006. But the period bucket
can only start on a period beginning date. The nearest period beginning date after 16-
JUL-2006 is 31-JUL-2006. From 31-JUL-2006 on, the 8th periods ends on 01-APR-2007. The
plan horizon is therefore between 20-MAR-2006 and 01-APR-2007.

Note: the days counted for the daily bucket include non-workdays.
3. How do I know which days are workdays, which day is week start date and which is period
start date?
From the Tools menu, choose Work Dates… You can check workdays, week start date, or
period start date.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Calendar
Code

Non-workdays
are dimmed

Week start dates. Note

that the week of May 1
starts on May 4. Why?
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Period start date. Note

June 2006 is a five-
week period.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

4. What lead-times can you define in Oracle Applications?

The following lead times are organization-item attributes:
 Preprocessing: The time required to place a purchase order or create a discrete job
or schedule. This is usually the paperwork or planning time you spend on
processing an order.
 Fixed: The time required to complete the tasks to make an assembly that are
independent of order quantity, for example, setup, fixed run time, staging, or
teardown times. Oracle Bills of Material concurrent processes calculate fixed lead
time based on scheduled lot-based resource usages.
 Variable: The time required to complete the tasks to make an assembly that is
proportional to the order quantity, for example, operation time. Oracle Bills of
Material concurrent processes calculate this variable lead time based on scheduled
item-based resource usages.
 Processing: The time required for a supplier or your transfer from facility to
deliver an item to your receiving dock or for you to manufacture an item. For
make items, this is also known as manufacturing lead-time. For buy and transfer
items, it includes in-transit time to your facility.
 Postprocessing: The time required to receive a buy or transfer item from the
receiving dock to inventory.
 Cumulative Manufacturing: For make items, the time required to make the item if
you have all of the buy items in stock and have to make all subassemblies if any
and the item itself.
 Cumulative Total: For make items, the time required to make the item if you have
to purchase all of the buy items, make all subassemblies, and make the item itself.
 Lead Time Lot Size: The typical quantity of order size of the item that you buy,
make or transfer. The default value is item attribute Standard Lot Size (set by
Oracle Cost Management). Oracle Bills of Material concurrent process Calculate
Manufacturing Lead Time uses this value to compute variable lead time.

The lead times below can be defined on subinventory-item level. Their meanings are the
same as those defined on organization level.

 Preprocessing
 Processing
 Postprocessing

You can define item-supplier-supplier site specific processing lead time, too. Since
preprocessing and postprocessing are controlled by your organization and it does not
make sense to set them at supplier-supplier site level.

When you define Kanban pull sequence, you can give a lead time as transfer time
between two pulling points.

When defining shipping network, you can specify Intransit lead times between two
organizations for different shipping methods.

When defining inter-location transit time, you can specify inbound Intransit lead times
between supplier and your organization for different shipping methods, and outbound
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Intransit lead times between your organization and customer site for different shipping
methods.

On a transfer from or buy from sourcing rule, you may designate shipping methods and
intransit lead times (the shipping methods and intransit lead times must already be
defined in shipping network for transfer from and in inter-location transit time for buy
from).
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

5. What lead times may be used by ASCP?

See the table below for the lead times used by ASCP:

Type of lead time Used? Comment

Org-item lead times Yes ASCP uses preprocessing, processing,
post processing lead time for buy items.
It uses variable and fixed lead times for
make item planning.
Subinventory-item lead No ASCP plans at organization level. Thus,
times subinventory-item attributes are
ignored.
Kanban pull sequence No ASCP does not plan Kanban. Thus,
lead time Kanban attributes are ignored.
Item-supplier-supplier Yes ASCP uses it to calculate supplier
site lead time specific lead time for buy items
Inter-location transit Depends ASCP uses transit time between your
time organization and customer site to
calculate outbound shipping (sales
order) scheduled ship date and
scheduled arrival date. It does not use
transit time between your organization
and supplier site to calculate inbound
shipping (purchase order) scheduled
ship date, for the supplier shipping date
is not under your control unless you are
using Oracle Supplier Scheduling. In
Oracle Supplier Scheduling, transit time
is used to calculate the scheduled ship
date.
Shipping network Yes ASCP uses it for transfer orders between
intransit time your organizations.

Note: currently, Region level sourcing rules and transit lead times are respected by
Global Order Promising (GATP) only for sale order scheduling, but not by Advanced
Supply Chain Planning and Inventory.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

6. How are lead times used by ASCP in planned order date calculation?
For purchased supply:

The starting point is need by date.

Need by Date: Date that the material is required to satisfy demand.

Suggested Due Date:
 Unconstrained plans: Need by Date
 Constrained plans: The available date of the supply by forward scheduling
Suggested Dock Date:
 Unconstrained plans: Due Date - Postprocessing
 Constrained plans: The latest delivery day for which the capacity is available and
the material is needed
 If the purchased supply item has an Approved Supplier List delivery calendar: The
planning engine verifies that the Suggested Dock Date is a work day on the
delivery calendar. If it is not, the planning engine changes Suggested Due Date to
the next earliest working day of the delivery calendar.
Suggested Ship Date: Dock Date - Production duration
Production Duration:
 If the purchased supply item has an Approved Supplier List Supplier Processing
lead-time: Approved Supplier List Supplier Processing lead-time
 If the purchased supply item does not have an Approved Supplier List Supplier
Processing lead-time: Item attribute Processing lead time
Suggested Start Date: Ship Date
Suggested Order Date: Start Date - Preprocessing.

Note: the transit time defined at inter-location transit time is not used by ASCP for
purchased item.

For transferred supply:

Need By Date (receiving organization calendar): Date material is required to satisfy

demand.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Demand Due Date (receiving organization calendar):

 Unconstrained plans: Need By Date
 Constrained plans: Forward scheduling from the constraint.
Suggested Dock Date (receiving organization calendar): Due Date - Postprocessing
Suggested Ship Date (shipping organization calendar):
 Unconstrained plans: Dock Date - Intransit Time
 Constrained plans: Dock Date - Intransit Time, considering constrained
transportation duration. The planning engine considers transportation constraint
maximum transfer quantity per day. Intransit Time is calendar days.
Suggested Start Date (shipping organization calendar):
 Unconstrained plans: Ship Date - Processing
 Constrained plans: Ship Date. The planning engine does not consider a build time
because the supply may be on-hand.
Suggested Order Date (receiving organization calendar):
 Unconstrained plans: Planned order Start Date - Preprocessing
 Constrained plans: Ship date in the receiving organization, if the shipping
organization is a planned organization. The constrained plan uses material and
resource constraints in the shipping organization.

The diagram shows calculated dates for transfer supplies in an unconstrained plan.

Note: the intransit lead time defined on shipping network is used by ASCP.

For Manufactured Supplies

ASCP uses work days from the manufacturing calendar to calculate dates for
manufactured supplies.
Need By Date: The date that the material should ship or be in inventory for a next-higher
level assembly. This is the earliest demand due date that the supply is pegged to.
Suggested Due Date:
 In an Unconstrained or Constrained - Enforce demand due dates plan this is the
same as Need By Date.
 In a Constrained - Enforce capacity constraints plan this is the scheduled
availability date of the supply. If the supply is constrained, the planning engine
forward schedules from the constraint.
Suggested Dock Date: Demand Due Date. Dock Date is the day by which all shop floor
operations are complete.
Manufactured supplies do not have a Postprocessing lead-time.
Suggested Ship Date: Blank
Suggested Start Date: Suggested Due Date - Production duration. This is the day that you
should begin shop floor operations.
Production Duration:
 Unconstrained plans: Fixed + (Variable * Order quantity)
 Constrained plans: Calculated resource and material duration. If the item does not
have a routing, the planning engine uses the unconstrained calculation.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Suggested Order Date: Planned order Start Date - Preprocessing. It is the date on which
you should place the order.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

7. How does ASCP calculate supply dates?

ASCP schedules planned orders and scheduled receipts based on Demand Due Date of
the demand that the supply is pegged to. If a supply is pegged to multiple demands, it
uses the earliest Demand Due Date. It calculates the other dates as follows:
Need By Date: It is the earliest demand due date of all demands pegged to a supply.
Suggested Due Date: The date by which the supply is available for use by its demand.
 In an Unconstrained or Constrained - Enforce demand due dates plan this is the
same as Need By Date.
 In a Constrained - Enforce capacity constraints plan this is the scheduled
availability date of the supply.
Suggested Dock Date: For buy or transfer orders, it is the date when the order is expected
to arrive on your receiving dock.
Suggested Ship Date: For transfer orders, the date of departure from the source
organization of the last transport used for the transfer.
Suggested Start Date: The date that you, your supplier, or your transfer from
organization should begin work on the order.
Suggested Order Date: The date on which you need to place the order. For a scheduled
receipt, this field displays the date the date that the order was created.

Old Due Date, Old Dock Date, and Original Need By Date are the original dates from the
source system for scheduled receipts.
8. How can I release sales order from ASCP workbench?
In a constrained plan, ASCP may suggest rescheduling sale order. It may select a different
sources based on global supply availability and constraints that you may have in the
supply chain. These changes can be published to OM.

 Navigate to Supply Chain Plan > Workbench > Tools > Preferences > Other tab.
 Select the Include Sales Orders check box.
 Select the Release check box for each sales order or the Select all for release menu
option to release the recommendations to update the sales orders.
 You can manually change the Implement Date in the Release Properties window to
override the plan recommendations. When the sales order is released, the
Implement Date is populated to the Schedule Ship Date on the sales order line in
Oracle Order Management.
9. Why do the Supply window and Resource Requirements window show different start and
end date/time of a planned order?
On example shown below you can see the planned order start date is 29-DEC-2007
23:59:00 and it due date is 26-JAN-2007 23:59:00 from the Supply window. But the
resource requirements of the same order indicate the order starts at 30-DEC-2007 13:38:00
and ends at 04-JAN-2007 13:59:00. Why?
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

The dates on the resource requirements are derived from the process of backward or
forward scheduling (using lead time offset) of the order considering constraints as set by
plan options. Once these dates are obtained, if the order is in a weekly or period bucket,
ASCP right-justify all the dates to the last minute of the last workday of the bucket in
which the dates fall in. The period calendar is shown below.

The last work day of period DEC-2006 is 29-DEC-2006. The last work day of period JAN-
2007 is 26-JAN-2007.

Note: when the planned order as the one aforementioned is released from planner
workbench to WIP, WIP will use the Suggest Due Date as the Completion Date and
schedule the job accordingly if WIP is setup to use unconstrained scheduling. The
resource requirements scheduling from ASCP is ignored.
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Appendix Constraint based planning

Constraint-based planning and scheduling takes into account constraints at the enterprise and
plant levels. Material and capacity constraints are considered simultaneously. Capacity
constraints include factory, distribution, and transportation resources and their respective
availabilities. You can specify different constraints and different levels of granularity in the
different periods of the planning horizon.
Constraint types
You can generate plans using the following scenarios for each planning bucket type (days,
weeks, and periods):
 Material constraints only
 Resource constraints only
 Material and resource constraints
Oracle ASCP lets you prioritize how you enforce Capacity Constraints or Demand Due Dates.
Whichever constraint takes precedence over the other is the hard constraint; the other is the soft
constraint. You must choose one and only one type of constraint.
 Enforce Demand Due Dates (on the Options tab) is checked, Plan Capacity (on the
Aggregation tab) is unchecked. This is an unconstrained plan. This type of plan is the
traditional MRP plan with multiple organization planning functionality.
 Enforce Demand Due Dates (on the Options tab) is checked; Plan Capacity (on the
Aggregation tab) is checked. Due dates are hard constraints and capacity is soft
constraint. Primary resources are used and loaded to capacity to satisfy demand due
dates. The system also evaluates alternate resources if additional capacity is required.
If there is insufficient capacity to meet demand due dates, the primary resource is
overloaded. The choice of whether to use an alternate resource or overload capacity
depends on cost considerations if optimization is selected. Oracle ASCP returns
exception messages if capacity is overloaded.
 Enforce Capacity Constraints (on the Options tab) is checked. In this type of plans,
capacity is hard constraint and due dates become soft constraints. Resources are
loaded to their limit to satisfy demand (if required). Unsatisfied demand is pushed
into the future. In this case, Oracle ASCP returns late replenishment exception
messages.
The information needed to run a constraint-based plan is listed below:
 Items: BOM effectivities (process effectivity), ECOs, by-products, safety stocks, order
modifiers, supplier-specific order modifiers, supplier-specific lead times, pegging
restrictions
 Manufacturing Resources: routing effectivities, alternate resources, resource
capacities, line rates, workday calendar
 Transportation Resources: carrier capacities, shipment and delivery calendars
 Sourcing Constraints: sourcing effectivities, sourcing ranks, allocation percentages,
supplier capacity
 Suppliers: supplier capacity, supplier rank, supplier calendar, flex fences, supplier
order modifier
 Demands: sales orders/forecasts, demand priority, demand priority rules
These data should have been set up correctly in the transaction instances.
Set constraints for different plan types
The following table describes how to set constraints for various plan types:
Plan Type Options tab setting Aggregation tab setting
ASCP - Oracle Advanced Supply Chain Planning Training Manual OracleApps88

Plan Type Options tab setting Aggregation tab setting

Unconstrained Check Enforce Uncheck Plan Capacity.
Demand Due Dates
Unconstrained Check Enforce Check Plan Capacity.
But calculate resource Demand Due Dates All Resource Constraints fields are set
requirements to No.
All Material Constraints fields are set to
No.
Hard constraint: Demand Check Enforce Check Plan Capacity.
Due Dates. Demand Due Dates All Resource Constraints fields are set
Soft constraint: Capacity – to No.
Material Constrained At least one Material Constraints field
is set to Yes.
Hard constraint: Demand Check Enforce Check Plan Capacity.
Due Dates. Demand Due Dates All Material Constraints fields are set to
Soft constraint: Capacity – No.
Resource Constrained At least one Resource Constraints field
is set to Yes.
Hard constraint: Demand Check Enforce Check Plan Capacity.
Due Dates. Demand Due Dates At least one Resource Constraints field
Soft constraint: Capacity – is set to Yes.
Resource and Material At least one Material Constraints field
Constrained is set to Yes.
Hard constraint: Capacity – Check Enforce Check Plan Capacity.
Material Constrained. Capacity Constraints All Resource Constraints fields are set
Soft constraint: Demand Due to No.
Dates. At least one Material Constraints field
is set to Yes.
Hard constraint: Capacity – Check Enforce Check Plan Capacity.
Resource Constrained. Capacity Constraints At least one Resource Constraints field
Soft constraint: Demand Due is set to Yes.
Dates All Material Constraints fields are set to
No.
Hard constraint: Capacity – Check Enforce Check Plan Capacity.
Material and Resource Capacity Constraints At least one Resource Constraints field
Constrained. is set to Yes.
Soft constraint: Demand Due At least one Material Constraints field
Dates is set to Yes.

Rules used in constrained plans

When running a constrained but not optimized plan, the following rules are used:
 Demand Priorities are respected
 Alternate bills of material will not be considered
 Alternate routings will not be considered
 Substitute items will not be considered
 Alternate resources in the primary routings will be considered
Note: When Demand Priorities are not specified, the default priorities of the various demand
types are (in order): sales order, forecast, and safety stock.