You use the Supply/Demand context window to release recommendations to the execution systems.
If you are releasing recommendations to multiple operating units, set profile option MO: Operating Unit at the responsibility level.
To release recommendations
In the View By Actions mode (on the left pane), select the Recommendations node.
Drill down to the node that you want, for example, a plan, a planner, or an item.
Right-click an item, select Supply/Demand > Supply/Demand.
If you want to make changes to recommendations, navigate to the Release Properties tab, make them, and save your work. See Release for Buy and Make Orders and Release for Transfer Orders.
If you want to release a recommendation, select For Release. If you want to release all recommendations, select Edit > Select All.
If you select For Release in the Orders tab before you make changes in the Release Properties tab, clear For Release, make your changes, and select For Release again.
From either the Orders tab or the Release Properties tab, press [right-click] > and select Release.
To change the supply Suggested Due Date, select a new date in Implement Date. You can select a non-workday. If you select a date in the past, the scheduled receipt or transfer order will have today's date.
To change the supply Qty/Rate, enter a new quantity or rate in Imp Qty/Rate.
If you want to firm a recommendation, select Firm. It becomes a firm planned order. See Creating and Implementing Firm Planned Orders.
When you release a planned order as buy from and do not change the recommended dates, the release process sets Need-by Date to the planned order Suggested Dock Date.
When you release a planned order as buy from and change the recommended dates, the release process calculates Need-by Date as follows:
If Implement Date is a non-workday in the manufacturing calendar, moves it to the previous working day.
Calculates Dock Date = Implement Date - Postprocessing lead time
If Dock Date is a non-workday in the manufacturing calendar, moves it to the previous working day.
If the organization has a receiving calendar and Dock Date is a non-workday in the receiving calendar, moves it to the previous working day on this calendar.
Sets Need-by Date to Dock Date
When you release recommendations for make items using substitute components, the substitute components only appear on the discrete jobs if the discrete jobs are in daily buckets.
When you reschedule and firm a purchase order in ASCP, you can:
Send the Firm Flag to the purchase order in the source instance
Remove the Promise Date on the purchase order in the source instance. Then, it is easy for you to see and enter new promise dates.
Setup
To enable setting the Firm flag on purchase orders in the source instance when you firm and reschedule them in ASCP, set profile option MSC: Release PO Firm Flag to Purchasing to Yes.
To enable removing Promise Date on purchase orders in the source instance when you firm and reschedule them in ASCP, set profile option MSC: Remove Promise Date for Rescheduled Purchase Orders to Yes.
Collections
When the collections process collects a firmed header, past due header, firmed shipment line, or past due shipment date from a purchase order in the source instance, it selects the Firm flag for all distribution lines belonging to that shipment line.
Processing
The ASCP Supply/Demand window displays purchase orders at the distribution line level. In the purchasing source, the purchase order Firm Flag is at the header and shipment line.
New Quantity for a distribution line defaults from its own line. You modify New Quantity for each distribution line separately.
Implement Date and Implement Quantity in the Release Properties tab default to New Date and New Quantity from the Order tab for any distribution line that you flag for release.
When you firm a distribution line of a shipment line in the ASCP, the release process:
Firms its shipment line on the purchase order in the source instance
Sets the shipment line Need By Date on the purchase order in the source instance from New Date from your firmed distribution line in ASCP.
Firms all distribution lines belonging to that shipment line on the purchase order in the source instance. These are in addition to the distribution line that you firmed in ASCP.
Defaults the New Date from your firmed distribution line in ASCP to all distribution lines belonging to that same shipment line on the purchase order in the source instance.
When you remove the firm flag from one of the distribution lines in the ASCP, the release process removes the firm flag from all distribution lines in that shipment line on the purchase order in the source instance.
Analysis
In the Release Summary Window, view field PO Firm Flag Release Process.
It displays the Request ID for the concurrent program that releases the Firm Flag and removes the Promise Date.
You transfer material by using internal sales orders and internal requisitions in pairs.
For release for transfer orders, your source instance must be at least release 12.1.1.
If your plan includes both the source and destination organizations, you can:
Change the date and quantity on the internal requisition
Change the date and quantity on the internal sales order
Cancel the internal requisition
Cancel the internal sales order
If your plan includes only the destination organization and not the source organization, you can:
Cancel the internal requisition
Cancel the internal sales order
Changes to the:
Internal requisition pass automatically to the internal sales order
Internal sales order pass automatically to the internal requisition
To change the internal requisition Suggested Due Date and the internal sales order Suggested Ship Date, select a new date in New Date. You can select a non-workday. If you select a date in the past, the scheduled receipt or transfer order will have today's date
To change the supply Qty/Rate, enter a new quantity in New Quantity. To cancel an internal requisition and internal sales order, set New Quantity to zero.
The information in fields Implement Date and Imp Qty/Rate come from:
If you have not firmed the recommendation, Suggested Due Date and Suggested Quantity
If you have firmed the recommendation, New Date and New Quantity
If you mark a recommendation For Release and want to make further changes to New Date and New Quantity, clear For Release before you make the changes. Otherwise, make the changes directly.
When you execute the release, the fields that change the internal requisition and internal sales order are Implement Date and Imp Qty/Rate. Also, the process:
Updates Ship Method on the internal sales order if the internal sales order is in the plan
Performs an available to promise check on the internal sales order, if profile option MSC: Perform ATP check for Internal Sales Orders is Yes
This table shows the other Planner Workbench fields that pas to the transfer orders.
| Planner Workbench Field (from) | Transfer Order (to) | Transfer Order Field (to) |
|---|---|---|
| Implement Dock Date > | Internal requisition | Need-By Date |
| Implement Ship Date > | Internal sales order | - Schedule Ship Date - Request Date - Promise Date |
| Implement Dock Date > | Internal sales order | Schedule Arrive Date |
| Material Available Date > | Internal sales order | Earliest Ship Date |
Once you have released either the internal requisition or internal sales order, you cannot release the other one
If the passing of changes to the other order of the transfer pair fails, you receive a message in a concurrent process log file from:
If your plan includes both the source and destination organizations, Oracle Order Management concurrent process Update Scheduling Results
If your plan includes only the destination organization and not the source organization, Oracle Purchasing concurrent processes Reschedule Requisitions or Check ATP