You can display your plan information horizontally or vertically.
The horizontal plan information is displayed in a pivot table enabling you to drill down from years, to periods, to weeks, to days. The following table shows the default display for the horizontal plan for each plan type:
| Plan Type | Default Display |
|---|---|
| Material Plan | Projected Available Balance |
| Capacity Plan | Required Hours vs. Hours Available |
| Supplier Plan | Required Capacity vs. Available Capacity |
| Transportation Plan | Weight Capacity Available vs. Weight Capacity Required |
The horizontal plan does not show fictitious demand created at the planned inventory point level.
For long-running processes, you can segment the material completions from a supply over the time of the process (supply segments). However, the horizontal plan displays its supply information, including information relating to available-to-promise, as if all of the supply is only available as of the supply due date.
Select one or more items, resources, lines, transportation resources, or suppliers from the Navigator.
Select [right-click] > Horizontal Plan > Default. If you create multiple preference sets for the horizontal plan, the preference set names appear in the Horizontal Plan right-click pop-up menu. You can select the preference set based on your requirement. For more information on preference sets, see Setting Preferences for Viewing Horizontal Plan.
The horizontal plan in the Planner's workbench supports an aggregate view of supply-demand for items across all organizations in the supply chain plan.
Navigate to the Planner Workbench.
There are two ways of viewing the horizontal material plan across all organizations:
View by items and highlight an item. This option provides you with an aggregate view across all organizations. The planning engine displays the numbers in the horizontal plan as an aggregate of all organizations.
Alternatively, you can expand the item node and multi-select all organizations that the item is planned for. This option provides you the horizontal plan for each organization that you select.
Select [right-click] > Horizontal Plan > Default (or any preference set you may have created).
The horizontal plan information is displayed in a pivot table that enables you to drill down from aggregate to periods to weeks to days.
This table describes the fields displayed in the Horizontal Plan window, Material Plan:
| Field | Description |
|---|---|
| Sales orders | Sales orders, including internal sales orders. |
| Forecast | Forecasts from Oracle Inventory and Oracle Demand Planning. |
| Production forecast | Demand generated by the forecast explosion process based on product families, models, and option classes. This helps differentiate between dependent demands and derived dependent demands. |
| Dependant demand | The planning engine calculates the dependent demand. |
| Expected scrap | Demand resulting from the application of the Shrinkage Rate item attribute to existing supplies and planned orders. |
| Payback demand | Demand resulting from a borrow or a payback transaction in Oracle Project Manufacturing. |
| Other independent demand | This includes the following: - Hard reservation (against sales order in Oracle Order Management) - Copied Schedule Demand - Demand Class Consumption (used by allocated ATP) - Expired Lots - Non-standard Demand |
| Gross requirements | The planning engine calculates the total demand in the following way: Sales Orders + Forecasts + Production Forecast + Dependent Demand + Expected Scrap + Payback Demand + Independent Demand The total demand from sales orders, forecasts, dependent demands, payback demand, scrap demands, expired lots, and other demands. |
| Work Orders | Existing make orders from Oracle Discrete Manufacturing, Oracle Process Manufacturing, Oracle Flow Manufacturing, and Oracle Project Manufacturing. |
| Purchase orders | Existing purchase orders. |
| Requisitions | Existing requisitions without corresponding purchase orders, including internal requisitions. |
| In Transit | Interorganization transfer quantities or quantities shipped from suppliers (after the customer receives the advanced ship notice). |
| In Receiving | Quantities that are received at the receiving dock but are not yet received into the inventory. |
| Planned orders | Make and buy planned orders |
| Payback supply | Supply resulting from a borrow or a payback transaction in Oracle Project Manufacturing. |
| Total supply | The planning engine calculates total supply as an aggregate of work in process, purchase orders, purchase requisitions, in transit, in receiving, planned orders, and payback supply. |
| Beginning on hand | The amount of stock in inventory at the beginning of a plan on hand. The value is 0 for all subsequent periods. |
| Projected available balance | The planning engine calculates this as: Beginning On hand + Total Supply - Total Demand |
| Current scheduled receipts | The planning engine calculates this as the sum of work in process, purchase orders, purchase requisitions, in transit, in receiving, and payback supply. |
| Projected on hand | The planning engine calculates this as: On hand + Beginning Total Supply - Total Demand The planning engine does not include planned orders to calculate the projected on hand. |
| Safety Stock | Safety stock level at the end of the bucket. |
| Net ATP | This indicates the difference between the net supply and demand after ATP performs all forward and backward consumption. |
| Expired lots | This indicates the quantity of expired lots. |
| ATP+ | The available to promise quantity available based on the plan without considering capable to promise or capable to deliver, The quantity available is as of the plan run and does not account for any supply/demand changes since the plan run. |
This table describes the fields displayed in the Horizontal Plan window, Capacity Plan:
Before you collect resource availability, attend to source system profile option MRP: Cutoff Date Offset Months. It tells the planning engine how many months of resource availability to calculate for resources and simulation sets. The planning engine does not calculate this information beyond this horizon. For constrained plans beyond this horizon, resource capacity is infinite. Set this value to your plan horizon. A large setting, for example, 12 months, could impact your planning engine performance.
| Field | Description |
|---|---|
| Hours available | Calculated based on setups of resources. Collect this information during the collections process using Resource Availability set to either: - Collect Existing Data - Regenerate and Collect Data In the operational data store load parameters, set Recalculate Resource Availability to Yes. |
| Setup hours | Required hours of setup time, including changeover setups |
| Setup hour ratio | Ratio of Setup Hours to Total Hours Available |
| Run hours | Required hours of run time (does not include setup time) |
| Run hour ratio | Ratio of Run Hours to Hours Available |
| Required hours | Total Required hours |
| Net hours available | Hours Available - Required Hours |
| Cum hours available | Net available across the plan horizon |
| Capacity load ratio | Load ratio of Required Hours to Hours Available for the bucket |
| Cum capacity load ratio | Load ratio of Cum Required Hours to Cum Hours Available across the plan horizon |
| Hours required per day | Daily hours required |
| Hours available per day | Daily hours available |
| Net ATP | Available to promise availability |
If information that you want to see that is not available on the Horizontal Plan, you can:
Make your own custom row
Choose a label for it
Select the information to display in it
Enable it selectively, for example, by user or by preference
For example, you want to see projected available balance shown in value instead of in quantity.
If the Horizontal Plan contains information that you want to see in a different way, you can modify it. For example, you might want so see information a Horizontal Plan row in an alternate unit of measure.
To use a custom row:
Specify the information to display: Provide a PL/SQL program unit with no parameters that. Enter the name of the program unit in profile option MSC: Horizontal Plan Extension Program. You can choose the level - site, responsibility, or user.
Set its title: Navigate to the Manufacturing Lookups form and select lookup type MRP_HORIZONTAL_PLAN_TYPE_SC. Find the row for Code 500, Meaning User Defined, move to the Description field, and enter the title.
Enable it: Navigate to the Preferences form, Material Plan tab. Select Demands and select User Defined.
To modify the data in other rows:
Specify the modified information: Provide a PL/SQL program unit with no parameters that. Enter the name of the program unit in profile option MSC: Horizontal Plan Extension Program. You can choose the level - site, responsibility, or user. If you are also using a custom row, specify the information in the same PL/SQL program unit as you did for the custom row.
Enable them: Navigate to the Preferences form, Material Plan tab. Select Demands and select User Defined.
You can copy or export an entire expanded horizontal plan to various other document formats such as Microsoft Word, Microsoft Excel, and Microsoft Notepad. If your operating system does not support clipboards, you cannot copy the plan.
In the horizontal plan tabbed region, right-click in the Items or Organization area in the right pane.
Click Copy horizontal plan to copy the horizontal plan to the clipboard.
Open an application such as Microsoft Word, Excel, or Notepad to paste the copied content.
Paste the horizontal plan using the Paste feature of the opened application.
Define graphs by selecting which pieces of information to graph.
Navigate to the Horizontal Plan window.
Select the plan parameters you want to graph.
To graph two or more parameters together, hold the shift key as you select additional parameters. For example, you can graph either planned orders, gross requirements, or both. You can also choose to graph multiple items.
[Right-click] to show and hide graph or save preference in the Tools > Preferences menu.
[Right-click] on the Items or Organization area to display more options. Left click on Hide/Show Graph to hide the graph.
To change the number of periods being displayed in the horizontal graph, [right-click] anywhere in the graph and select Viewable Groups. Your choices are 5, 7, or 10. Five is the default.
After you have graphed parameters or items, you can change the chart type using the [right-click] menu. For example, if you have displayed a bar chart and you wish to display a line graph, select [right-click] > Line Chart.
Right-click on the graph and select Viewable Groups. The choices are 5, 7, and 10, with 5 as the default.
You can specify and save your preferences for various option settings while viewing a horizontal plan. When you login again, your preference settings would be in effect for the plan. You can save settings for Item, Resource, Transportation, and Supplier types of horizontal plan. The following table lists the option settings that you can specify and save:
| Setting | Description |
|---|---|
| Hide or Show options for a row | You can specify the options that should be hidden or shown for a row. These settings are updated in the Preferences window. |
| Hide/Show graph | You can specify whether or not you want the graph to be shown. These settings are updated in the Preferences window. |
| Column width and row height of data cells | You can adjust the width and height of the data cells as per your requirement in the Planner Workbench. When you save your settings, these settings are updated and maintained by the system internally. |
After specifying your preferences for a horizontal plan, perform the following steps to save your preferences.
[Right-click] on the Items or Organization area to display more options.
The menu appears.
Click Save Settings.
When you login again and return to the Planner Workbench, the settings that you saved are retained.
For information on defining display preferences, see Defining Display Preferences.
You may have multiple preference sets for a horizontal plan. If you want to switch between the preference sets, select [right-click] > Change Preferences. In the right-click pop-up menu, click the title of the preference set that you want to view.
As the number of order quantity increases, you may want to specify your preference for a number format to ease viewing numbers that run into millions. You can format and view numbers based on your preference for a horizontal plan.
To set the format preference for horizontal plans, navigate to the General Preferences window in the Oracle Self-service Web Applications.
Select your preference from the Number Format drop-down menu.
Click Apply.
You can view aggregate production plans in the Planner Workbench. The supply and release of planned orders related to member items are reflected in the aggregate planned order at the product family level. The summation of the actual quantities for member items provides the quantity and type of supply for the product family item. You can use this for demand leveling and plan analysis.
You can specify whether or not you want to view details of member items that belong to a plan in a horizontal plan. If you want to view the product family details in the horizontal plan, select the Display Product Family Details check box in the Material Plan tabbed pane of the Preferences window.
The planning engine displays two sections in the horizontal plan view. The first section includes the following information about the product family items:
Forecast
Gross requirements
Planned orders
Total supply
Projected available balance
The order types associated with the product family appear against the product family node in the first section.
The second section includes member total (all items belonging to the product family) for the plan. The member total includes all order types. You can use the Show and Hide right-click menu options to view specific order types. Calculations related to member item totals are based on only those member items that are part of the same plan.
You can double-click a row related to firm supplies such as work in process and on-hand, the planning engine displays details of the individual items. However, for detailed information, you can use the Planning Detail report.
You can view and compare items that belong to two different categories in the horizontal plan. To select more than one items in different categories, highlight an item in the Navigator, hold the Shift key down and select another item.
There is a possibility that you may not know the exact demand fulfilling facility at the time of preparing and analyzing forecasts in case you have you have multiple shipping, distribution, and manufacturing facilities. You can use global forecasting for consuming forecast without any reference to a shipping organization. You can distribute a forecast to multiple shipping locations.
You need to choose a demand planning scenario published without a context of an organization. In addition you need to choose a Ship to consumption level. Following are the consumption levels supported:
Configure a forecast and define the Ship To entity. Specify any one of the following values for the Ship To:
Item
Zone
Customer
Customer Zone
Customer Site
Demand Class
Select the Global Forecasting check box in the Preferences window (Material tabbed pane).
In the View by Items mode, select an item and navigate to the Horizontal Plan window.
The global forecast section appears in the Horizontal Plan window. If this section does not appear, use the Show option from the right-click menu to display it. The following information appears in the global forecast section:
Item name
Original: This refers to the time phased global forecasts that Oracle Demand Planning publishes.
Cumulative Original: This indicates the cumulative value of the original time phased global forecasts.
Consumed: This indicates the number of sales orders that are consuming the forecasts. You can drill down from here to view the set of sales order in the Supply/Demand window.
Cumulative Consumed: This indicates the total number of sales orders based on the Consumed field.
Current: This refers to the original sales order. A negative value indicates over consumption. You can drill down from this field to the individual distributed forecasts. When you double-click in this field, the Supply/Demand window appears. You can view details regarding the distribution of the consumed amount across organizations.
Cumulative Current: This refers to the total number of original sales order based on the values from the Current field.
Expired Forecast: This refers to the amount of unmet forecasts. You can specify the number of days a forecast can remain unmet. If a forecast cannot be met until the specified number of days, the planning engine displays the forecast as an unmet forecast.
You can double-click the forecast row in the Horizontal Plan window to drill-down to the Supply/Demand window. However, in the case of global forecasting, you can drill down only from the consumed numbers field.
If you want to view consumption details, you can select [right-click] > Consumption Details option.
Information in the Consumption Details window is detailed in the following table:
| Field | Description |
|---|---|
| Sales Order | This indicates the sales order number. |
| Sales Order Sched Date | This indicates the scheduled ship date for the sales order. |
| Consumed Qty | This refers to the quantity consumed. |
| Consumption Date | This refers to the quantity consumption date. |
| Promise Date | For more information, see Lead Time and the Planning Time fence. |
| Request Date | For more information, see Lead Time and the Planning Time Fence. |
| End Item | This refers to the end item that consumed the forecast. An end item is applicable for option class and optional items. |
| Original Item | This indicates the original item for which you received the demand. This information is applicable only if the original item is substituted. |
The following drill-downs are supported from the global forecasting section in the horizontal plan:
You can drill-down from the current quantity field to the Supply/Demand window to view distributed forecasts.
You can drill-down from the consumed quantity field to the Supply/Demand window to view the sales orders that consumed the forecasts.
To see if your plan satisfies safety stock levels, verify that the projected available balance is the safety stock level. If it is not so exactly, it may be because of:
The planning engine could not schedule all supplies on time because of resource, material, and transportation constraints
The reasons in Other Safety Stock Planning Principles in Safety Stock.