AIM DO.070 USER GUIDE FOR ORACLE ADVANCED SUPPLY CHAIN PLANNING

AIM
DO.070 USER GUIDE
BAPCO - LUBRICANT BUSINESS UNIT
ORACLE ADVANCED SUPPLY CHAIN

PLANNING (ASCP)
Author: Thirubalamurugan.S
Creation Date: February 11, 2013
Last Updated: June 28, 2017
Document Ref: BAPCO/LUBE/ASCP/DO.070
Version: 1.1
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BAPCO-LUBE/NOUVASYS Confidential
Preface
T his document describes how to enter data, query, run reports and navigate
within the Oracle Advanced Supply Chain Planning Modules. This document
also includes information on setting up additional user definable set up, as well as
running and reviewing reports. This document has to be referred in conjunction
with Oracle Advanced Supply Chain Planning Applications Reference Manual
and Oracle Advanced Supply Chain Planning Applications User Guide.
Business Functionalities / Processes relevant to the operations of BAPCO Lube
Planning Implementation have been discussed in detail in BP.080 Process
document.
Topics Covered are:
 Getting started with Oracle Applications
 Define Item Planning Attributes
 Define Sourcing Rule and Assignment Sets
 Forecast Entries
 Run Data Collections
 Define Supply Chain Plan
 Release Pllanned Orders
 Reports
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How the Manual Is Organized
This manual is divided in 2 sections:
• Getting Started with Oracle Application

• Oracle Advanced Supply Chain Planning
Section 1. Getting Started

Oracle E-Business Suite is a complete set of business applications for managing and
automating processes across your enterprise. This section describes the user interface
features that are common to Oracle E-Business Suite applications
Section 2. Estimation Procesess
This section covers the steps are to be followed in performing Oracle Advanced Supply
Chain Planning Activities in Oracle Applications as outlined in the BP080 Process
Document
Audience
This user manual is a handy document designed exclusively for BAPCO Lube
Business Unit Oracle Application Business Users which helps in using Oracle
Advanced Supply Chain Planning efficiently as a tool for Functional processing and
information retrieval for analysis of data.
How to Use This Manual

This document has to be referred in conjunction with Oracle User Manual where form
level details are provided.
This document covers various aspects such as
1. Flow of Functional Processes
2. Explanation to various functions.
3. Important fields in each form
Related Documents
Oracle Advanced Supply Chain Planning User's Guide:
This guide describes how to define Multi-Organization Supply Chain Plan to suggest
planned orders (Procurement Requisitions) for the demand forecast and sales orders.
Item Sourcing will be done from suppliers and internal customers through sourcing
rules.Oracle Formulator, Master Scheduling/ Forecast, Order Management, Purchasing
and Inventory are the other modules that use the Oracle Advanced Supply chain planning.
Your Comments are Welcome

If you would like to contact us regarding comments and suggestions on future releases of
Advanced Supply Chain Planning User Manual, please use the following address:
BAPCO-Lubricant Business Unit
Oracle Advanced Supply Chain Planning
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Contents
Document Control ................................................................................................................................. ii
Preface..................................................................................................................................................... 1
How the Manual Is Organized .......................................................................................................... 2
Audience .......................................................................................................................................... 2
How to Use This Manual ............................................................................................................ 2
Relat ed Documents...................................................................................................................... 2
Your Comments are Welcome ................................................................................................. 2
CHAP T ER 1 Getting Started..................................................................................................................................... 5

Getting Started with Oracle Application ........................................................................................ 6
CHAP T ER 2 Define Item Planning Attribute s ................................................................................................ 18

Define Item Planning Attributes ..................................................................................................... 19
Navigation Instructions .............................................................................................................. 20
Item Planning Attributes ........................................................................................................... 20
CHAP T ER 3 Define Sourcing Rule/ Assi gnment Sets ............................................................................... 22

Item Sourcing Rules and Planning Assignment Set ............................................................... 23
Sourcing Rules............................................................................................................................. 24
Sourcing Rule Planning Assignment Set .................................................................................... 26
CHAP T ER 4 Forecast Entrie s................................................................................................................................ 28

Forec asts ............................................................................................................................................... 29
Forec ast Sets ............................................................................................................................... 30
Copy Forecast ...................................................................................................................................... 33
CHAP T ER 5 Run Data Collections ...................................................................................................................... 35

Run Data Collections ......................................................................................................................... 36
Data Collections – Planning Data Pull ................................................................................. 37
Data Collections - Operational Data Store ......................................................................... 40

CHAP T ER 6 Define Supply Chain Plan............................................................................................................. 42
Define Supply Chain Plan ................................................................................................................ 43
Supply Chain Plan ...................................................................................................................... 45
CHAP T ER 7 Release Planned Orders................................................................................................................ 48

Planning Recommendations from Planner Work Bench ....................................................... 49
Planner Work bench .................................................................................................................. 50
CHAP T ER 8 Request Submi ssion ....................................................................................................................... 56
Open and Closed Issue s for thi s Deliverable ........................................................................................................................... 60

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

C H AP T E R
1 Getting Started
his Chapter describes the basic steps to Getting started with Advanced Supply
T Chain Planning Application

Getting Started with Oracle Application
Oracle E-Business Suite is a complete set of business applications for managing and
automating processes across your enterprise. This chapter describes the user interface
features that are common to Oracle E-Business Suite applications
Log In:
To log in to Oracle Applications, please type the address link in the internet explorer address bar.
http://fhrprd.bah.bapco.int:8011/
This will take you to the Oracle E-Business Suite Login Page.
Entering User Name and Password

1. Enter user name and password provided by your system administrator.
* User Name Your User Name

* Password Your Password
2. Click the login button.
This will take you to the Oracle E-Business Suite Home Page, the entry point to Oracle E-Business Suite.
Oracle E-Business Suite Home Page:
From this page you can:
1. Choose E-Business Suite responsibilities.

2. Access E-Business Suite functions.
3. Set preferences.
4. Navigate to frequently used functions from favorites.
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Access E-Business Suite Functions
A responsibility is a level of authority in Oracle. It enables your access to those functions and data appropriate
for your enterprise role. A responsibility in turn is made up functions. Each function is accessed to perform a
specific task.
To Access a Function:
1. Select a responsibility to view its menu of functions.

2. Select the function to launch.
This takes you to the Navigator.

The Navigator
From the navigator you can:
1. Open forms from the functions tab.
Buttons on the left side of the navigator:
Plus Button denotes expanding a single branch menu
Minus Button denotes collapsing a single branch menu
Plus Button with downward arrow denotes expanding a main branch
Double plus Button denotes expanding all the branches to the lowest level
Double minus Button denotes collapsing all the branches to the Highest Branch level
To Open Forms
The Functions tab provides links to the forms accessible to your current responsibility.
To open a form, expand the function heading and double-click the form name.

Creating a Top 10 List
You can add forms that you use frequently to your Top Ten List. Create a different top ten list for each of your
responsibilities.
To add a form to the Top Ten List
Select the form (from the Left side) then Press the Add to List button.You can add Maximum of 10 Menus in
your Top Ten List
To remove a form from the Top Ten List
Select the form, (from the Right side) then Press the Remove from List button
Forms Toolbar
The toolbar icons and the actions they perform are as follows:
1. The New icon opens a new record.

2. The Find... icon invokes the Find window.
3. The Show Navigator icon invokes the Navigator window.
4. The Save icon saves your data.
5. The Next Step icon advances you to the next step of a process.
6. The Switch Responsibilities icon invokes the list of your responsibilities for you to choose another.
7. The Print icon prints the current screen.
8. The Close Form icon closes all windows of the current form.
9. The Cut icon cuts the current selection to the clipboard.
10. The Copy icon copies the current selection to the clipboard.
11. The Paste icon pastes from the clipboard into the current field.
12. The Clear Record icon erases the current record from the form.
13. The Delete icon deletes the current record from the database.
14. The Edit Field icon displays the Editor window for the current field.
15. The Zoom icon invokes customer-defined drill-down behavior.
16. The Translations icon invokes the Translations window.
17. The Attachments icon invokes the Attachments window.
18. The Folder Tools icon invokes the Folder Tools palette window.
19. The Window Help icon invokes online help for the current window.
Keyboard Shortcut Keys:
Here are some useful shortcuts:
Key Command Key Command
[F6] Clear Record [ TAB] Next Field
[F11] Enter query [Ctrl]+[H] Window Help
[Ctrl]+[F11] Execute query
[Ctrl] + [L] List of values

[Ctrl]+[S] Save
[F4] Exit
Searching For Data Using Forms

To find records in your current block or window, use the Find command:
1. Choose Find from View menu or click on the Flash Light Icon from the Tool Bar.
2. Enter the search criteria and select the find button
Using List of Values (LOV):
A field that has predefined list of valid values displays a LOV icon.

Select this icon to view the valid field values. To select a value from the list:
1. In the list window, enter any group of characters and select the find button.
2. Use the wildcard character (%) to represent any number of characters.
Note: Do not enter a wildcard character by itself. This will match all records.
Power List:
Power list enables you to enter a search string or partial value in the LOV field without opening the list window. To
use it,

Enter the initial character(s) of a value in the field and press Tab key. Power list completes the entry for you.
Query by Example:
Query by example allows you to specify search criteria in any of the queryable fields. To use it:
1. From View menu, choose Query by Example, then Enter.

2. Queryable fields are displayed in blue.
3. Enter the search criteria in the query able fields.
4. To perform search: From the View menu choose Query by Example, then Run

5. To exit: From the View menu choose Query by Example, and then cancel.
Mandatory Fields:
In Oracle application forms the field marked as yellow are mandatory fields and data needs to be inserted in
these fields in order the save the changes done to the form.

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

Date Format:
Oracle follows this standard date format DD-MON-YYYY.
Exit Application:
To Exit Oracle Application:
1. Choose File menu then click Exit Oracle Applications.

2. You can also use the Windows standard Close Icon X in the title bar to exit from the application.
3. Click OK when prompted.

C H AP T E R
2 Define Item Planning

Attributes
T his Chapter describes the steps to define various Item Planning attributes while
creating items in the item master.

Define Item Planning Attributes
Item Planning attributes are defined at the Item Master level. This important attributes makes planning active.
Item Planning Attribute(s) Functional Area Description
Make or Buy General Planning This item attribute determines how the item is planned. The
planning process looks at the Make or Buy item attribute to
determine whether to generate component requirements.
The attribute can have a value of Make or Buy and is
directly related to the Process Execution Enabled and
Purchasable item attributes.
When implementing orders via the Planner Workbench,
the mak e or buy attribute is used as the default for the type
of planned order you can implement, either purchased or
manufactured.
Planner General Planning Planners manually review, adjust, and release orders as
needed by the shop floor/Planning department.Assign Item
Level Planner for each item that is under MRP Planned. To
release planned orders from the Planner work bench,
Planner is required to be defined and assigned. A single
planner may handle both purchasing and production supply
scheduling. Planners may also be responsible for leveling
production, scheduling efficient batch sizes, and keeping
stock balances to a minimum
Inventory Planning Method General Planning A Same Item cannot be in both MRP Planned and in
General Planned. Hence Not Planned to be chosen for all
MRP Planned Items
Planning Method MPS/MPP Planned All FG items having independent demand should be
defined as MPS/MPP Planned Items so that they can be
placed in the forecasts and sales orders. All dependent
demand items (components) should be defined as MRP
Planned Items so that Purchase requisitions can be
generated for such items from the work bench
Forecast Control MPS/MPP Planned Consume and derive option is chosen to consume all
forecasts for independent demand item whose forecasts
are consumed during sales order issue and shipments and
the forecast is updated.
Purchasable Purchasing This item attribute allows you to establish whether the item
can be placed on purchase orders or requisitions. Items will
be available as Purchase Requisitions while releasing
planned orders from Planner work bench . Enter List Price
for all raw materials and packaging items
Stockable Inventory Enables you to store the item in an asset subinventory .
Used while Net Subinventories during Planning Net
Requirement calculations
Customer Orders Enabled Order Management Enables you to place the item on a sales
Order. It creates demand for all Items that are placed on
the Sales Orders. This is required while setting planning
parameters
Recipe Enabled Process Enables you to create a recipe or formula for this item in
Manufacturing process manufacturing. To explode all formulas to arrive
component requirements during planning process.
Process Execution Enabled Process Enables you to use the item in a production batch as an
Manufacturing ingredient, product. To release work orders (batch) through
planned orders from planner work bench
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Navigation Instructions
Inventory Super User > Items > Master Items
Inventory Super User > Items > Organization Items
Item Planning Attributes

To enable a Item Planning Atributes:
1. Choose Organization [“Dubai” Organizations Name] from the list. (Only if there are
Multiple Organizations available)
2. In the Navigator, Choose the Master Items from Items function, Open the Form
3. In the Master Item .Query for the existing Finished Goods Item by Query and ReQuery
4. In the Master Item, Navigate to the Inventory (T),
a. Enable Check Box Inventory Item
b. Enable check box Stock able
c. Enable check box Transactable
5. In the Master Item, Navigate to the Purchasi n g (T) and

a. Enabl e Purchas ed
b. Enabl e Purchas abl e
c. Enter List Price as ‘0.00” (Requir e d for all raw materi al s and pack agi ng)
6. In the Master Item, Navigate to the Process Execution (T),

a. Enable Check Box Process Execution Enabled
b. Enable check box Recipe Enabled
c. Enable check box Process Costing Enabled
7. In the Master Item, Navigate to the Order Management (T),

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

8. In the Master Item, Navigate to the General Planning (T),
a. Enable Check Box Inventory Planning Method as Not Planned
b. Enable check box Mak e or Buy as Make
9. In the Organization Item, Navigate to the General Planning (T),

a. Choose the Planner from the List “XYZ”
10. In the Master Item, Navigate to the MPS/MRP Planning (T),

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

C H AP T E R
3 Define Sourcing Rule/

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

Item Sourcing Rules and Planning Assignment Set
Sourcing Rule specifies how to replenish items in an organization, such as purchased items in plants .A Sourcing
Rule determines the movement of materials between organizations. These organizations include suppliers and
materials include items made at the Internal organizations.
You can define sourcing rules that specify how to replenish items in an organization such as Purchased & Transfer
Items in Plants. Sourcing Rules can also specify how to replenish all organizations, as when the entire enterprise gets
a subassembly from a particular organization (Inter Org Transfer between Two Organizations)
Item sourcing among the Rank 1 Suppliers are done by specifying allocation percentage. For example, a sourcing rule
for item A1 lists two suppliers, both rank 1 with a 50%-50% split.For the Same Rank, allocation percentage of all
suppliers must be equal to 100 % so to make Planning active .
Sourcing rules determine the movement of materials throughout your supply chain; these include items that you buy
from your suppliers and make at your manufacturing organizations. Sourcing rules and bills of distribution both
specify date-effective sourcing strategies, combining replenishment sources with split allocation percentages and
rankings.
A replenishment source is:
An inter-organization transfer (Transfer From)
The replenished organization that manufactures the item (Make At)
An external supplier (Buy From)
Assignment Sets:
A group of sourcing rules and a description of the items and/or organizations whose replenishment they control.
You can assign sourcing rules to a single item in an inventory organization, all items in an inventory organization,
categories of items in an inventory organization, a site, and an organization. These assignments have an order of
precedence relative to one another.
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Advanced Supply Chain Planning > Sourcing > Sourcing Rules, Assignment Sets
Sourcing Rules
To create a Sourcing Rules:
A. In the Navigator, Choose Organization [“Dubai” Organizations Name] from the list. (Only if
there are Multiple Organizations available)
B. In the Navigator, Navigate to the Souricing > Sourcing Rules , and Open the form
C. In the Sourcing Rule window ,
a. Enter *Name as “XYZ ADDITIVES”
b. Choose *All Orgs from the Radio Button
c. Enter Description as “XYZ ADDITIVES” optionally
D. In the Sourcing Rule window ,
a. Enter the *Effective Date From

b. Enter the Effective Date To <Optionally>
E. In the Sourcing Rule window ,
a. Enter the *Type From

b. Enter the *Supplier
c. Enter the *Supplier Site
d. Enter the *Allocation %
e. Enter the * Rank
Sourcing Rule Planning Assignment Set
To Assign Sourcing Rules:
1. In the Navigator, Choose Assign Sourcing Rules and Open the Form
2. In the Assign Sourcing Rules, enter the following

a. Enter the Assignment Set as “XYZ Lubricants Business Unit”
b. Optionally Enter the Description as “XYZ Lubricants Business Unit”
3. In the Assign Sourcing Rules, enter the following under Sourcing (T)
For Components
a. Choose the Assignment To as “Item-Instance”
b. Enter the Item/Category as “ LA.XYZ”
c. Now the Description is defaulted by the system for the previous value
d. Choose the Type is “Sourcing Rule”
e. Choose the Sourcing Rule as “XYZ Sourcing Rule”
f. Choose the Condition as “Updateable”
For FG Items
a. Choose the Assignment To as “Item-Instance-Organization”
b. Enter the Instance/Org as “LBU:L02”
c. Enter the Item/Category as “ LA.XYZ”
d. Now the Description is defaulted by the system for the previous value
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e. Choose the Type is “Sourcing Rule”
f. Choose the Sourcing Rule as “XYZ Sourcing Rule”
g. Choose the Condition as “Updateable”
4. Click Save to Complete

C H AP T E R
4 Forecast Entries
his Chapter describes the steps involved to define and enter forecasts for all
T independent demand Items

Forecasts
Oracle Process Manufacturing (OPM) uses Oracle Forecasting to predict future demand for items over time.
You can generate a forecast in user-defined buckets such as day, week, or period, specify a start and end dates ,
Consume sales orders using backward and forward days, confidence factor, and item controls.
Forecasts are consumed each time you place sales order demand for a forecasted product.
You can define a forecast for a particular item by entering a single date and quantity. You can also specify a start and
end date, and a quantity.Forecasting shows predicted future demand for items over time. You can associate any
number of items to a forecast and an item can be in multiple forecasts. For each item, you must enter days, weeks, or
periods, and the quantities that are expected to be shipped.
The forecast can be automatically created without manually entering the individual quantities and dates. You can
create new forecasts from existing forecasts or forecast sets to manage and consolidate forecast information. You can
copy forecasts from one organization to another organization
Forecast Sets
You can create multiple forecasts and group complimenting forecasts into forecast sets. Forecast sets consist of one
or more forecasts. For example, a forecast set can contain separate forecasts by region. Group forecasts that
represent different scenarios.
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Inventory > Planning > Forecasts> Forecast Sets
Forecast Sets
To create a Forecast Sets:
2. In the Navigator, Choose the Forecasts > Forecast Sets
a. Enter *Forecast Set as “XYZ LBU2013”

b. Enter Description as “XYZ LBU2013”
c. Choose the Buck et Type as “DAYS”
d. Choose the Level as “Item”
e. In Consumptions Options, Enable Consume Flag
f. In Consumptions Options, Enter Outlier Update as 100 %
g. In Consumptions Options, Enter Back ward Days as ‘0’
h. In Consumptions Options, Enter Forward Days as ‘0’
i. Enable Advanced Planning Collections check box
3. Enter Forecast as “ EXP2013”

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

6. Navigate to the Forecast Items , a separate window Forecast items appears, in that Enter the following
a. Enter *Item as “XYZ ”, now the Description, UOM details are defaulted
b. Enter Description as “XYZ LBU2013”

c. Choose the Buck et Type as “DAYS”
d. Choose the Level as “Item”
In Consumptions Options, Enable
7. Navigate to the Forecast Items > Details (B) , a separate window Forecast Entries appears, in that
Enter the following
a. Choose Buck et as “Periods”

b. Choose Date as “DD-MON-YYY”
c. Choose End Date as “DD-MON-YYY”
d. Now Number of Buck ets is calculated as “1”
e. In the Quantity Field , Enter Current Quantity
Note: This Current Quantity is updated as and when there is consumption
f. Now the Original Quantity is defaulted by the system along with Forecast
g. Repeat the steps a to f to add more line items
8. Click Save to complete the activity
9. In the Forecast Entries window, View the Consumptions,

Copy Forecast
To create a Forecast Sets:
2. In the Navigator, Choose the Forecasts > Forecast Sets and Query for the Existing Forecast sets
3. In the Navigator, Choose the Copy/Merge Forecast and the following request will appear
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4. In the Copy/Merge Forecast,
a. Choose the Destination Forecast as “XYZ”
b. Choose the Source Type as ‘Specific Forecast”
c. Choose the Forecast Organization as “XYZ”
d. Choos e Forec ast/Lo ad Sourc e List as
e. Choos e Overwrite as Yes/N o

f. Choos e StartDate as DD- MO N- YY Y Y
g. Choos e Cutoff Date as DD- MO N- YY Y Y
h. Choos e Explode as No
i. Choos e Quanti ty Type as Current
j. Choos e Cons um e as No
k. Choos e Mofific ati o n Percent as 0
l. Choos e Carry Forwar d Days as 0
m. Click OK

C H AP T E R
5 Run Data Collections
his Chapter describes the steps involved to run data collections from oracle source
T systems , which includes item data, Stock details and demand includes sales order
data etc before releasing planned orders. The collection data can be viewed from
view collection data for the further analysis

Run Data Collections
Collection Methods
Collecting data can take a significant amount of time compared to the time for the overall planning cycle.
The collection program can consolidate the entities such as
The first program, Planning Data Pull, copies information from the source instance into the APS staging
tables on the planning server. For example, it ensures that items with the same names that are collected
from different source instances will be assigned the same internal IDs (recognized as the same item).
The second program, Planning ODS Load, copies information from the APS staging tables into the
operation data store on the planning server, where it becomes available for use during planning.
There are three collection methods:
I. The Complete Refresh method clears all transaction data for all business entities from the planning
server (for the source instance being collected), then copies over information about the user-
selected entities. This method can be time consuming.
II. The Targeted Refresh method clears transaction data for only the user-selected business entities
from the planning server, and then copies the entity information over from the transaction instance.
Information about unselected entities remains intact g targeted refresh for entity Trading partners,
also collect entity Calendarsand PJM
III. The Net Change Refresh method copies only incremental changes to business entities to the
planning server (and is thus faster), but is supported mainly for demand and supply business
entities only.
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Advanced Supply Chain Planning > Collections > Oracle Systems > Standard Collection > Planning Data Pull
Data Collections – Planning Data Pull
1. In the Navigator, Choose Standard Collection and now Planning Data Collection
Request will appear in a separate window
2. In the Planning Data Collection , perform the following

a. Select the Program “Planning Data Pill”

b. Click the Parameters
c. In the Parameters, Choose the Instance as “XYZ”
d. In the Parameters, Choose the Collection Group as “All”

e. In the Parameters, enter the Number of work ers as “2”
f. In the Parameters, enter the Timeout (Minutes) as “180”
g. In the Parameters, enter the Purge Previously Collected Data as “Yes”
h. In the Parameters, enter the Collection Method as “Complete Refresh”
i. In the Parameters, enter the Analyze Staging Tables as “No”
j. In the Parameters, enter the Approved Supplier Lists (Supplier Capacities) as “Yes, replace all
values”
k. In the Parameters, enter the ATP Rules as “Yes”
l. In the Parameters, enter the Bills of Materials/ Routings/ Resources as “Yes”
m. In the Parameters, enter the Bills of Resources as “Yes”
n. In the Parameters, enter the Calendards as “Yes”
o. In the Parameters, enter the Demand Classes as “Yes”
p. In the Parameters, enter the End Item Substitutions as “Yes”
q. In the Parameters, enter the Forecasts as “Yes”
r. In the Parameters, enter the Items as “Yes”
s. In the Parameters, enter the Key Performance Target Indicators as “Yes”
t. In the Parameters, enter the Master Demand Schedules as “Yes”
u. In the Parameters, enter the Master Production Schedules as “Yes”
v. In the Parameters, enter the Onhand as “Yes”
w. In the Parameters, enter the Planning parameters as “Yes”
x. In the Parameters, enter the Planners as “Yes”
y. In the Parameters, enter the PO Receipts as “Yes”
z. In the Parameters, enter the Projects/Task s as “Yes”
aa. In the Parameters, enter the Purchase Orders/Purchase Requisitions as “Yes”
bb. In the Parameters, enter the Reservations as “Yes”
cc. In the Parameters, enter the Resources Availability as “Collect Existing Data”

dd. In the Parameters, enter the Safety Stock as “Yes”
ee. In the Parameters, enter the Sales Orders as “No”
ff. In the Parameters, enter the Sourcing History as “No”
gg. In the Parameters, enter the Sourcing Rules as “Yes”
hh. In the Parameters, enter the Subinventories as “Yes”
ii. In the Parameters, enter the Supplier Responses as “Yes”
jj. In the Parameters, enter the Suppliers/Customers/Orgs as “Yes”
kk. In the Parameters, enter the Transportation Details as “Yes”
ll. In the Parameters, enter the Unit Numbers as “Yes”
mm. In the Parameters, enter the Unit of Measure as “Yes”
nn. In the Parameters, enter the User Company Association as “No”
oo. In the Parameters, enter the User Supplies and Demands as “Yes”
pp. In the Parameters, enter the Work in Process as “Yes”
qq. In the Parameters, enter the Sales Channel as “No”
rr. In the Parameters, enter the Fiscal Calendar as “No”
ss. In the Parameters, enter the Internal Repair Orders as “No”
tt. In the Parameters, enter the External Repair Orders as “No”
uu. In the Parameters, enter the Payback Demand and Supply as “No”
vv. In the Parameters, enter the Currency Conversion as “No”
ww. In the Parameters, enter the Delivery Details as “No”
xx. In the Parameters, enter the Install Base under Contracts as “No”
yy. In the Parameters, enter the Notes(Attachments)n as “No”
zz. In the Parameters, Optionally enter the EAM as “No”
aaa. In the Parameters, Optionally enter the EAM Forecast as “No”
bbb. In the Parameters, Optionally enter the EAM Forecast Start Date as “No”
ccc. In the Parameters, Optionally enter the EAM Forecast End Date as “No”
ddd. In the Parameters, Optionally enter the CMRO as “No”
eee. In the Parameters, Optionally enter the CMRO Forecast as “No”
fff. In the Parameters, Optionally enter the CMRO Forecast start date as “DD-MON-YYYY”
ggg. In the Parameters, Optionally enter the CMRO Forecast end date as “DD-MON-YYYY”
hhh. In the Parameters, Optionally enter the Closed Visit Work orders as “No”
iii. In the Parameters, Optionally enter the CMRO OSP Suppliers as “No”
3. Click OK to complete
Advanced Supply Chain Planning > Collections > Oracle Systems > Standard Collection > Operational Data Store

Data Collections - Operational Data Store
1. In the Navigator, Choose the Operational data Store Request will appear in a separate
window
2. Click the Request Parameters , and Request Parameters will appear in a separate
window as below
3. In the Request Parameters , Enter the Following

a. Choose the Instance as “LBU”
b. Enter Timeout (Minutes) as 60

c. Number of Work ers as 3
d. Recalculate sourcing history as Yes
e. Purge Sourcing History as No
f. Refresh Collected Data in APCC Repository as No
4. Click OK to complete

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

C H AP T E R
6 Define Supply Chain Plan
his Chapter describes steps involved to create multi organization supply chain plan
T considering the demand as forecasts and sales orders

Define Supply Chain Plan
Oracle ASCP can generate planned orders for an entire supply chain within a single multi-organization supply chain
plan. There are three types of plans Production Plan, Manufacturing plan and Master plan. Each plan creates time-
phased planned orders that satisfy independent and dependent demand while seeking to respect material constrain s
Sourcing rules determine the movement of materials throughout your supply chain; these include items that you buy
from your suppliers and make at your manufacturing organizations. Sourcing rules and bills of distribution both
specify date-effective sourcing strategies, combining replenishment sources with split allocation percentages and
rankings.
A replenishment source is:

An inter-organization transfer (Transfer From)
The replenished organization that manufactures the item (Make At)
An external supplier (Buy From)
A single plan of the entire supply chain has the following inputs:
 Demand quantity (forecast + actual sales orders) for LF at L02 (BAH) for each of the time buckets in the
planning horizon. This is captured under Demand Schedule for DC2
 Demand quantity (forecast + actual sales orders) for LF at L01 (DXB) for each of the time buckets in the
planning horizon. This is captured under Demand Schedule for DC1
The plan output contains planned order quantities, start dates, and completion dates for Defining Supply Chain Plans
LF and all of its components and subcomponents
Pre-requisities for running a Supply Chain Plan

 Each planned organization must be set up on the source instance.
 Collection programs must be directed to collect data from the transactional instance of each planned
organization
 Items to be planned must be enabled in each organization that can produce (or distribute) the item. During
item setup, items can be enabled in all organizations or only in specific organizations .
 Formula and Recipe for each planned item must exist or be enabled in each organization that is planned
centrally
 Suppliers and sourcing rules must be enabled in all relevant organizations.
SUPPLY CHAIN PLAN AND ITEM SOURCING

File Ref: Ascpuserreferenceguidelinesforgulfoil-170628055343 Define Supply Chain Plan 43 of 60
Suppliers
LP -Packaging S1
OPM Formulation
LA -Additives S2
LF
Rank 1- 40 %
LB-Base Oils S3
LN-Non Blendables S4 LP LB LA
65% 35%
Buy From: Rank 1- 60 %
LP.BTLO00001 LB.BAO0003 LA.AD00001
LP.LBLO00001 4
LB.BAO0004 LA.AD00002
LP.CAR000001 LA.AD00003
LP.CAP000001
LBU-DUBAI-PLANT
LBU-DUBAI-D.C LBU-BAHRAIN-D.C
Transfer: Rank 1- 100 %

Distribution Centers
EXP-Export C1
Forecast 1
Forecast 2
C2 DOM-Domestic
Customers
Advanced Supply Chain Planning > Supply Chain Plan > Names

Supply Chain Plan
1. In the Navigator, Choose Organization [“Dubai” Organizations Name] from the list. (Only if
there are Multiple Organizations available)
2. In the Navigator, Open the Names from Supply Chain Plan menu
3. In the Supply Chain Plan Name , enter the following
a. Enter the Name as “xyz”

b. Optionally Enter the Description as “xyz”
c. Check the Production Flag as “Enabled”
d. Choose the Plan Type as “Manuacturing Plan”
4. In the Plan Options , under Main (T) enter the following
a. Choose the Planned Items as “All Planned Items”

b. Choose the Assignment Set as “LBU:BAPCO Lubricant”
c. Choose the Material Scheduling Method as “Order Start Date”
d. Choose the Demand Priority Rule as “ Schedule Date”
e. Choose the Schedule By “Schedule Ship Date”
f. Choose Overwrite as “All”
g. Enable Append Planned Orders as Checked
h. Enable Calculate Key Performance Indicators as Checked
i. Choose Do Not Spread Forecast as selected under Forecast Alloation and Consumption
j. Enable Pegging flag as checked
k. Enable Peg Supplies by Demand Priority as Checked
l. Choose the Reservation Level as None
m. Chooe the Hard Pegging Level as None
5. In the Plan Options , under Aggregation (T) enter the following

a. Enter the Buck ets as 30 under Days Field
b. Enter the Buck ets as 4 under Weeks Field
c. Enter the Buck ets as 5 under Periods Field
d. Choose the Items as Items under Days, Weeks, Periods
e. Choose the Resources as individual under Days, Weeks, Periods
f. Choose the Routings as Routings under Days , Weeks, Periods
6. In the Plan Options , under Organizations (T) enter the following
a. In the organizations, Choose the Org as “L01”
b. Enable Include Sales Order as checked
c. Repeat the Steps a and b for to add more items
d. In the Demand Schedules , Enter the Name as “FORECAST#1
e. Navigate to the Subinventory Netting (T), Enter the Following
i. Enter the Name as “ Subinventory 1”

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

C H AP T E R
7 Release Planned Orders
his Chapter describes steps involved to release planned orders from Planner work
T bench

Planning Recommendations from Planner Work Bench
The Planner Work Bench is a GUI interface to view the output of a Plan Run. It is used review plan performance and
take actions based on the system Recommendations.
The Planning Detail Report provides a simple and consolidated report that shows the output of the advanced supply
chain planning process. For a given Supply Chain Plan, the report includes the relevant details about items, gross
requirements, scheduled receipts, planned orders and exceptions in separate worksheet
Implementing Planning Suggestions
ASCP calculates the following types of planning suggestions based on the data collected from OPM:
 create purchase orders
 cancel purchase orders.
You can release individual ASCP suggestions or release them in mass.
The manual release of the ASCP planning suggestions is accomplished by releasing the planning suggestion from the
workbench.
Upon release, purchase orders are sent to Oracle Purchasing and production orders related to OPM organizations are
sent to OPM.
The Supply/Demand window displays information about supplies and demands and shows pegging information
Advanced Supply Chain Planning > Planner Work Bench
File Ref: Ascpuserreferenceguidelinesforgulfoil-170628055343 Planning Recommendations from Planner Work Bench 49 of 60

Planner Work bench
1. In the Supply Chain Plan menu, Choose the Workbench and Open
2. From the Planner Work bench Navigator, Expand the Tree by clicking Plans > Plan Name XYZ >
Current> Late Sales orders and Forecasts > Past Due forecast > Organization Code > Item

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

4. In the Navigator Tree, Choose the Item as Selected and Right Mouse Click to Select Supply/Demand
The Supply/Demand new window appears as below
5. In the Supply/Demand Window, Choose the Item/Org as under Release Properties (T)
6. In the Supply/Demand Window, Enable the Flag for Release as checked under Release Properties

a. Enable For Release flag as checked
b. Update Optionally Implement Date as “DD-MON-YYYY”
c. Update Optionally Imp Qty/Rate as “XYZ”
7. Navigate to the Main Menu on Top, Choose Plan > Release Option
8. Click OK to Continue
9. Release (N) window appears now, showing the New Orders Created

10. Click OK to continue
Planner Work bench User Actions
Planner Work Bench (View)

View By Organizations
Supply Chain plan Name XYZ Plan
Organization LBU:L01
Item Category Bapco Category
Item LA.ADD00001
Action Right Click > Supply and Demand
Supply/Demand Item LA.ADD00001
Supply/Demand Order Type Planned Order
Sourcing - Supplier Gulf Chemicals Manufacturing FZCO
For Release Checked *
Plan Release
Implementation Date 21-Nov-13
Imp Qty/ Rate 5604
Implementation As Purchase Requisition

C H AP T E R
8 Request Submission
his Chapter describes steps to submit a request

T

Request Submission
Concurrent request is to complete a task for you. You issue a request whenever you submit a task, such as running
a report. Once you submit a task, the concurrent manager automatically takes over for you, completing your request
without further involvement from you, or interruption to your work
Advanced Supply Chain Planning > Submit Requests > Planning detail Report
Business Forms
Report
Generate Request Submission

To submit a concurrent request:
1. In the Navigator, Choose Reports> Planning Detail Report and new Request opens in a separate window
2. In the Request Paramters, Choose Instance
3. In the Paramters , Choose the Following
a. Choose the Organization Code as “XYZ:L01”

b. Choose the Plan Name as”XYZ”
c. Choose the Plan Organization as “XYZ”
d. Choose the Category Set Name as “XYZ”

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

g. Choose Include Combined PDR Template as “Combined Planning Detail Report Template”
h. Choose Include Combined PDR Template Locale as “en-US”
4. Click OK
5. Click Submit
6. Click No in the Request Decision
7. In the View > requests > Find Requests window, Request completed normal
8. Now Click View Output to view the Report
Note. The Report will be printed in the desired format

Open and Closed Issues for this Deliverable
Open Issues
ID Issue Resolution Responsibility Target Date Impact Date
Closed Issues
ID Issue Resolution Responsibility Target Date Impact Date


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DO.070 USER GUIDE

BAPCO - LUBRICANT BUSINESS UNIT

ORACLE ADVANCED SUPPLY CHAIN

Date Author Version Change Reference

June 28, 2017 THIRUBALAMURUGAN S 1.0 Initial

Copy Nam e Location

1 Library Master Project Library

File Ref: Ascpuserreferenceguidelinesforgulfoil-170628055343 Document Control ii

Topics Covered are:

 Getting started with Oracle Applications

 Define Item Planning Attributes

 Define Sourcing Rule and Assignment Sets

 Run Data Collections

 Define Supply Chain Plan

 Release Pllanned Orders

File Ref: Ascpuserreferenceguidelinesforgulfoil-170628055343 Document Control 1 of 60

• Getting Started with Oracle Application

Section 1. Getting Started

Section 2. Estimation Procesess

How to Use This Manual

Your Comments are Welcome

File Ref: Ascpuserreferenceguidelinesforgulfoil-170628055343 How the Manual Is Organized 2 of 60

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

CHAP T ER 1 Getting Started..................................................................................................................................... 5

CHAP T ER 2 Define Item Planning Attribute s ................................................................................................ 18

CHAP T ER 3 Define Sourcing Rule/ Assi gnment Sets ............................................................................... 22

CHAP T ER 4 Forecast Entrie s................................................................................................................................ 28

CHAP T ER 5 Run Data Collections ...................................................................................................................... 35

File Ref: Ascpuserreferenceguidelinesforgulfoil-170628055343 How the Manual Is Organized 3 of 60

CHAP T ER 7 Release Planned Orders................................................................................................................ 48

CHAP T ER 8 Request Submi ssion ....................................................................................................................... 56

Open and Closed Issue s for thi s Deliverable ........................................................................................................................... 60

File Ref: Ascpuserreferenceguidelinesforgulfoil-170628055343 How the Manual Is Organized 4 of 60

File Ref: Ascpuserreferenceguidelinesforgulfoil-170628055343 How the Manual Is Organized 5 of 60

Entering User Name and Password

* User Name Your User Name

2. Click the login button.

Oracle E-Business Suite Home Page:

From this page you can:

1. Choose E-Business Suite responsibilities.

File Ref: Ascpuserreferenceguidelinesforgulfoil-170628055343 Getting Started with Oracle Application 6 of 60

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

File Ref: Ascpuserreferenceguidelinesforgulfoil-170628055343 Getting Started with Oracle Application 7 of 60

From the navigator you can:

1. Open forms from the functions tab.

Buttons on the left side of the navigator:

Plus Button denotes expanding a single branch menu

Minus Button denotes collapsing a single branch menu

Plus Button with downward arrow denotes expanding a main branch

File Ref: Ascpuserreferenceguidelinesforgulfoil-170628055343 Getting Started with Oracle Application 8 of 60

To add a form to the Top Ten List

To remove a form from the Top Ten List

1. The New icon opens a new record.

Keyboard Shortcut Keys:

Here are some useful shortcuts:

Key Command Key Command

[F6] Clear Record [ TAB] Next Field

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

[Ctrl]+[F11] Execute query

[Ctrl] + [L] List of values

Searching For Data Using Forms