(25C) Oracle SCM Cloud: Planning Foundation

Key Planning Processes Performed in Oracle Supply Chain Planning Cloud

• Learning Objectives
• Oracle Fusion Cloud Supply Chain Planning
• Planning Business Flow Common Services: Data Collection
• Demonstration: 1-1
• Summary

Data Collection Processes

• Learning Objectives
• Collections Processing
• Collected Business Objects from Oracle Cloud Source
• Summary

Performing Collections from an Oracle Cloud Source System

• Learning Objectives
• Running Collections
• Recommendations for Collection Modes
• Considerations for Running Collections
• Implementing Cloud Collection Sequence
• Collect Planning Data
• Collection Templates
• Collection Filters
• Demonstration: 3-1
• Performing Targeted Collections
• Demonstration: 3-2
• Performing Net Change Collections
• Demonstration: 3-3
• Additional References / Training
• Summary

Augment Oracle Cloud Data Using FBDI Templates

• Learning Objectives
• File Import Templates
• Collection Modes for File Import Templates
• Performing File Import
• Review Collection Log Files
• Summary

Collect from External Source Systems and View Collected Data

• Learning Objectives
• Topics
• External Source Systems
• Types of External Source Systems defined in Manage Source Systems
• External Source Systems
• Topics
• Importing User-Defined Measure Data
• Topics
• Copy Measure Data Within a Plan
• Topics
• View Collected Data
• View Collected Data Through Supply Network Model
• Demonstration: 5-1
• Summary

Troubleshooting Common Data Collection Problems

• Learning Objectives
• Troubleshooting Collections
• Summary

Configure Data Security

• Learning Objectives
• Topics
• Data Security: Overview
• Data Security: Use Cases
• Data Security: Overview
• Topics
• Configuring Data Security at Different Levels
• Data Security at Plan Level
• Topics
• Configuring Data Security Filters/Rules
• Topics
• Using Data Security in Planning Work Areas
• Using Data Security in Plan Inputs Work Area
• Demonstration: 7-1
• Quiz
• Summary

Supply Network Model

• Learning Objectives
• Supply Network Model
• Summary

Sourcing Rules and Assignment Sets

• Learning Objectives
• Sourcing Rules and Assignment Sets
• Sourcing Allocation Splits
• Practice: 9-1
• Summary

Integrated Plan Management and Plan Types

• Learning Objectives
• Topics
• Integrated Plan Management
• Topics
• Plan Types
• Demonstration: 10-1
• Summary

Define and Launch Plans

• Learning Objectives
• Topics
• Defining a Plan: Plan Header
• Defining a Plan: Scope
• Quiz
• Defining a Plan: Other Options
• Topics
• Defining Plan Options: External Source System
• Topics
• Launching the Plan
• Practice: 11-1
• Summary

Working with Plan Summaries

• Learning Objectives
• Topics
• Plan Summary
• Plan Summary: Revenue and Margin Infotile
• Topics
• Modifying Plan Summary
• Topics
• Configuring a New Plan Summary
• Summary

Configure the Planner Workbench

• Learning Objectives
• Configurable Planner Workbench
• Page Layout
• Page Layout Toolbar
• Creating a New Page Layout
• Changing Configuration of Page Layout
• Add Content to Page Layout
• Manage Page Layouts
• Additional Information
• Practice: 13-1
• Summary

Planner Workbench Predefined Views

• Learning Objectives
• Standard Predefined Views
• Bookings Demand and Forecast Analysis
• Shipments Demand and Forecast Analysis
• Supplies and Demands
• Supplies and Demands: Editing
• Supplies and Demand: Layouts and Extensibility
• Material Plan
• Items
• Summary

Archiving Plans

• Learning Objectives
• Plan Archival
• Selecting an Archive
• Viewing Archive Data
• Setting Up the Archive
• Building the Archive
• Scheduled Process
• Scheduled Process for MAPE Calculation
• Deleting the Archive Scheduled Process
• Deleting the Archive with MAPE Calculation
• Summary

Plan Comparison

• Learning Objectives
• Selecting a Comparison Plan
• Comparing Plans in a Table
• Showing the Difference Between Plans
• Selecting the Show Difference Metrics
• Cancelling Plan Comparison
• Comparing Plan Tile Sets
• Comparing Orders
• Opening Order Comparison
• Reviewing Order Comparison Fields
• Reviewing Order Comparison Manage Fields
• Reviewing Order Comparison Compare Fields
• Reviewing Exception Reports
• Reviewing Exception Comparison
• Demonstration 16-1:
• Summary

Waterfall and Trend Analysis

• Learning Objectives
• Topics
• Waterfall Analysis
• Waterfall Analysis – Configure in Comparison Options
• Waterfall Analysis – Toolbar Analysis Icon
• Waterfall Analysis – Analysis Icon Table View
• Waterfall Analysis – Analysis Icon Graph View
• Topics
• Trend Analysis
• Trend Analysis – Configuring in Comparison Options
• Trend Analysis – Viewing Trend Analysis
• Summary

Managing Exceptions

• Learning Objectives
• Topics
• Exceptions
• Viewing an Exception
• Viewing Multiple Exceptions
• Drilling to Related Detail
• Configuring Exceptions
• Editing Exception Properties
• Topics
• Exception Sets
• Topics
• User-Defined Exceptions
• Creating an Exception
• Identifying Levels
• Setting Threshold
• Comparing to a Measure
• Adding to Exception Set
• Adding an Exception Set to a Plan
• Running a Plan
• Checking the Status of Plan Run
• Viewing Exceptions
• Additional Information for Search for Measure-Based Exceptions Using
• Additional Criteria
• Calculate User-Defined, Measure-Based Exceptions
• User-Defined Exceptions – Additional Information
• Practice: 18-1
• Summary

Planning Analytics, Dimension Catalog, and Measure Catalog

• Learning Objectives
• Topics
• Overview of Planning Analytics Configuration
• Topics
• Dimension Catalogs
• Selecting Hierarchy
• Configuring Levels and Attributes
• Topics
• Configuring Measure Catalogs
• Demonstration: 19-1
• Summary

Creating User-Defined Measures

• Learning Objectives
• User-Defined Measures
• Managing User-Defined Measures
• Viewing User-Defined Measures
• Measure Actions
• Creating a User-Defined Measure
• Aggregation and Disaggregation
• Dimensions Parameters
• Aggregation Parameters
• Disaggregation Parameters
• Disaggregation – Self
• Example: Disaggregation – Self
• Disaggregation – Another Measure
• Example: Disaggregation – Another Measure
• Example 1: Disaggregation – Another Measure, After Edit
• Example 2: Disaggregation – Another Measure
• Example 2: Disaggregation – Another Measure, After Edit
• Disaggregation – Secondary Basis
• Expressions
• Expressions with Other Measures
• Expressions with Attributes
• Edit Lock
• Additional Functionality
• Advanced Properties
• UOMs and Currencies
• Setting Goals
• Conditional Formatting
• Enabling a User-Defined Measure
• Demonstration: 20-1
• Summary

Manage User-Defined Measures and Tables

• Learning Objectives
• User-Defined Measures
• Choosing and Viewing Units in Table
• Choosing and Viewing Currencies in Table
• Units and Currencies: Example
• Conditional Formatting Local Configuration
• User-Specific Measure Formatting
• Summary

Using the Selector Tool to Create Tables, Graphs, and Tiles

• Learning Objectives
• Topics
• Selector Tool for Tables and Graphs
• Selector Tool: Measures Tab
• Selector Tool: Hierarchies Tab
• Selector Tool: Hierarchies Tab – Unassociated
• Selector Tool: Members Tab
• Selector Tool: Measure Filters Tab
• Selector Tool: Layout Tab
• Selector Tool: Copy Seeded Table or Graph
• Practice: 22-1
• Topics
• Selector Tool: Advanced Options
• Summary

Table Drilling and Linking

• Learning Objectives
• Table Drilling and Linking
• Quiz
• Summary

Introduction to Segmentation Process

• Learning Objectives
• Topics
• Introduction to Segmentation
• Segment in Different Ways
• Segment the Supply Chain Using Flexible Rules
• Execute and Evaluate Segments
• Topics
• Configure and Run Segmentation
• Create Segment Group
• Define Segment Group Details
• Select Segment Granularity
• Define Segments
• Define Segment Criteria
• Define Measure Based Segment Criteria
• Execute Segmentation
• Topics
• Review Segmentation Results
• Review Segmentation Results Using Pie Chart
• Review Segmentation Result at Item Locations
• Perform Manual Overrides
• Topics
• Example
• Summary