Overview of Supply Chain Planning Logic

Oracle Supply Chain Planning applies the basic planning process (described in Overview of Planning Logic) across multiple organizations. Planned order supply and sourcing information are loaded according to the list of organizations and supply schedules defined for the multiple organization plan.

The supply chain planning process calculates net material requirements by evaluating:

The purpose of the planning process is to derive an MPS, DRP or MRP that meets schedule dates while maintaining inventory replenishment policies.

The netting process:

When assigning sources to planned orders (according to the percentage splits defined by the sourcing rules and bills of distribution), planning begins with the organization that is immediately below its shipping percentage target. See: Assigning Sourcing Rules and Bills of Distribution and Assignments Hierarchy.

When generating dependent demand for an organization different from the one in the planned order, planning creates demand for the same item in the other organization and offsets the demand by the transportation lead time.

Sourcing Assignment Logic

Oracle Supply Chain Planning uses the following components in sourcing assignment logic in order to allocate planned orders.

Note: Ranking information for suppliers is set in the Sourcing Rule window or Bill of Distribution window. Planning capacity information is set in Oracle Purchasing - in the Planning Constraints region of the Supplier - Item Attributes window.

Alternate Sources

If the primary supplier does not have the capacity to meet demand, alternate suppliers can be specified according to your priority. The supplier capacity defined in Oracle Purchasing is used to determine if the primary source can fulfill the order. The ranking order specified in in the rules and bills determines which sources can be used as alternates.

Delivery Frequency Calendars

You can specify delivery dates for each supplier or supplier/item combinations and create a schedule to define the dates an organization is able to receive items. The planning engine adjusts planned orders so deliveries are scheduled for the dates the receiving organization is available. You enter processing lead times in Oracle Purchasing, and then choose a Delivery Calendar pattern. The Delivery Calendar is independent of your workday calendar.

Historical Allocations

Planning recognizes the historical allocation assigned to each source, organization, or supplier in recommending sources to new planned orders. Historical allocation includes all requisitions, purchase orders, and receipts in the case of suppliers. And all discrete jobs, repetitive schedules, flow schedules, and organization transfers in the case of Make At organizations.

Rank and Allocation

You can define a rank for each source of supply named in the rules and bills, and then define a sourcing percentage for each source within a rank. You can also assign sourcing percentages to these sources allowing you to allocate a portion of the total orders to each source.

Splitting Of Demand According To Sourcing Percentages

Demand can be divided and allocated to multiple sources according to target sourcing percentages set in the rules and bills.

The data in these tables demonstrate how allocation percentages for planned orders are divided according to ranking information.

The demand for Item A on the date of 06/10 is:

Demand Due Date Quantity
1 07/15 300
Item Source Rank Percentage Effective From Effective To
A S1 1 40 05/15 12/31
A S2 1 30 05/15 12/31
A S3 1 30 05/15 12/31

Demand is assigned using the ranking information and calculating the percentages assigned to each source to calculate the planned orders.

Three planned orders are created for the quantities of 120, 90, and 90 respectively.

Note: All planned orders generated in this process are subject to item order modifiers

Supplier Capacity Constraints

You can specify the time-phased capacity of individual suppliers to specific items in Oracle Purchasing. You can allocate planned orders using the constraints of the suppliers-planned orders are assigned supplier sources in respect to their capacity. Planning uses the ranking information you specify and first attempts to source the planned orders with the primary sources. If the capacity to fulfill the demand is not available, alternative sources are used.

Supplier Specific Lead Times

Processing lead time for each source of an item can be specified so that orders are placed in time. The lead time information entered on the Supplier - Item Attributes window in Oracle Purchasing overrides the item master information defined in Oracle Inventory.

Supplier Specific Order Modifiers

Order modifiers can be specified at the supplier site level, this overrides item level order modifiers.

Tolerance Fence

You can define capacity tolerance percentages that can vary for each of your items. The tolerance fence data in Oracle Purchasing is used to adjust production according to capacity changes for item/supplier combinations when the order is placed. Tolerance fence values can be specified for the capacity fluctuation allowed for available to promise; and used to determine demand based on the amount of advanced notice given to the supplier.

See Also

Supply Chain Planning Methods in Oracle Inventory

You can define an MRP planning method for an item when you define an item in Oracle Inventory. Items that are considered by the planning process must have one of the following MRP planning methods:

Oracle Supply Chain Planning users can define three additional attributes:

DRP Planning

Select DRP planning for items that appear in a distribution requirements plan.

MPS and DRP Planning

Select MPS and DRP planning for items that appear in DRP and MPS plans that are primarily planned in MPS plans.

MRP and DRP Planning

Select MRP and DRP planning for items that appear in MRP and DRP plans, but are planned in MRP plans.

Note: You can set the MRP Planning method item attribute to MPS and DRP planning so that the long - term material requirements for an item are generated

Review Planning Methods for information on planning methods in Oracle Master Scheduling/MRP.