You can use the Scheduler's Workbench to build, view, edit, print, and confirm planning, shipping, and simulation schedules, using a wide variety of find or build criteria.
With the Scheduler's Workbench, you can perform the following tasks:
Build New Schedules Manually
Locate/Review Existing Schedules
Review Item Schedules
Schedule Orders
View Authorizations
Build Revision Schedules
Build Simulation Schedules
Extract Unimplemented Orders for MRP/MPS/DRP Plan Name Fields
Review Schedule Headers and Items
Rebuild Schedules
Confirm Schedules
Print Schedules
Attention: You can also execute the plan, releasing and rescheduling planning suggestions for discrete jobs and repetitive schedules.
Unstable items that are procured from a new supplier may need more control over inputs when a schedule is produced. Build schedules manually instead of automatically to have more control over inputs.
To build a new schedule manually:
Navigate to the Find Supplier Schedules window.
Select the Build option button to display the Build Supplier Schedules window.
Select the New option button.
To enable multi-org schedules, check Multi-Org.
Note: This feature is only available for planning.
In Schedule, select one of the following types: Planning (Multi-Org is available only for planning schedules) or Shipping.
In Type, select a schedule subtype.
Select a Bucket Pattern.
You can select Include Future Releases, if you want to include releases beyond the schedule horizon. If you select Include Future Releases, a Future bucket will be included at the end of the horizontal bucket schedule. The Future bucket will include all approved releases that are associated with a ship-to organization, supplier site, and item that have a due date which falls after the schedule horizon end date. These future releases will not be included in the printed or EDI schedules.
Select a horizon start date. The bucket pattern applicable for the supplier site will be used to calculate bucket dates and the schedule horizon date. Requirements that are dated earlier will be indicated as past due if they are from a blanket release, or ignored if they are from MRP planned orders or purchase requisitions.
If you are building a planning schedule or a shipping schedule that includes forecast, you will need to select at least one of the following plans:
MRP Plan
MPS Plan
DRP Plan
Select a Ship-To organization. If you are building a planning schedule and selected the Multi-Org option when you choose the Build button, the Ship-To Organizations window opens, and you can select Include for any of the displayed organizations. These are organizations for which MRP/MPS/DRP plans have been defined.
You can select the following criteria for building a plan:
Supplier name
Supplier Site code
Category Set, which includes category sets from the PO item master organization
Category, which includes all categories for the selected category set and all items associated with the specified category
Item name
Description of the item
Scheduler's name
Note: You must enter a scheduler's name to build a schedule manually.
Attention: If the enabling planning schedules, enable shipping schedules, and enable AutoSchedule are selected, you will not be able to build schedules manually. Uncheck these schedules to build a schedule manually.
Attention: To run a planning AutoSchedule, you must enter the scheduler's name. The scheduler's name must match the scheduler's name in the ASL Supplier Schedule option because the AutoSchedule name is tied to the ASL's scheduler's name in Purchasing.
Buyer name
Planner name
Select Build. The Supplier Schedules window is displayed. Use this window to view, edit, and confirm your schedule.
Choose Clear to clear all current build criteria.
Use the Find Suppliers window to locate and review existing schedules.
To locate and review existing schedules:
Navigate to the Find Supplier Schedules window.
Select the Find option button.
You can select search criteria such as:
Schedule Number, Revision, and Name
Select one of the following schedule statuses:
In Process
Confirmed
Select one of the following schedule types:
Planning
Shipping
Schedule subtype
Choose Find to query existing schedules. If the query displays schedules that are not yet confirmed, they will be available for editing and confirmation only if you have function security to perform these tasks.
Choose Clear to clear all current search criteria.
Use the Item Schedule window to view the bucketed requirements and calculated authorization quantities for the current item within the schedule horizon start and end dates. This window reflects the bucket pattern applied at the time the schedule was built.
To review item schedules:
Navigate to the Item Schedule window. The current schedule number is displayed in the window heading. The upper portion of the screen displays the following reference information for the current item:
Purchasing UOM
Primary UOM
Lead Time
Additional Fields
CUM Received
Minimum Order Qty
Maximum Order Qty
Fixed Lot Multiple
In Schedule Quantities the following are included:
Release
Forecast
Bucket Total
CUM
To view orders for a quantity bucket:
Choose the Orders button or double-click a quantity bucket.
Note: Past due quantity never includes forecast quantity. Any forecast shipment quantity that is dated before the schedule horizon start date is ignored during the schedule build and is not visible in the Schedule Orders window.
Note: If you selected the Include Future Release, an additional bucket is included at the end of the horizontal plan, which shows approved releases that are dated after the schedule horizon end date (forecasts are not shown). These releases will be included in the Orders window.
The Schedule Orders window is displayed.
You can use this window to perform the following tasks:
View the complete list of individual source documents containing requirements for the current item's bucketed schedule.
View only the current bucket's individual source documents containing requirements for the item when you drill-down from a specific bucket.
Make changes to the approved blanket release or approved standard purchase orders by opening the Releases window in Oracle Purchasing by clicking Open. After you have reapproved the release, you can return to the Supplier Schedules window and rebuild the schedule, which will then consider the changes.
Note: You cannot change requisitions or MRP/MPS planned orders. You can change unapproved releases. This option is subject to function security, schedule type, and schedule status.
To view Authorizations:
Click the Authorizations button. The Authorizations window is displayed.
Use the Schedule Orders window to complete the following tasks:
View the complete list of individual source documents that contain requirements for the current item's bucketed schedule.
View only the current bucket's individual source documents that contain requirements for the item when you drill down from a specific bucket.
Open the Releases window in Oracle Purchasing by clicking the Open button, and you can make changes to the approved blanket release. After you have reapproved the release, you can return to the Supplier Schedules window and rebuild the schedule, which will then consider the changes. You cannot change requisitions, MRP/MPS planned orders, or unapproved releases. This option is subject to function security, schedule type, and schedule status.
PO UOM
Displays all quantities in the horizontal view, Authorizations window, and Schedule Orders window that are reflected in this UOM, which is taken from the ASL (Approved Supplier List) associated with the ship-to org identified with the item.
Order Quantity
Displays the source document supply quantity in the PO UOM purchasing unit of measure. If the document unit of measure differs from the purchasing unit of measure designated for the ship-to organization in the Approved Supplier List window, this quantity is converted before being added into the current bucket or shown here.
Due Date
Displays the source document due date.
Document Type
Displays one of the following source types of the supply quantity for each row:
Standard Purchase Order: approved standard purchase order of a global supply agreement blanket order specified in the ASL documents sourced to this supplier site. Approved standard purchase orders are also applied to the release quantity.
Planned Order: unimplemented planned order resulting from the most recent MRP or MPS plan which has been assigned to this schedule because this supplier site is the primary supplier to the ship-to organization on the current schedule.
Requisition: approved requisition sourced to this supplier site, including requisitions converted into currently unapproved releases.
Release: approved release of a supply agreement blanket order specified in the approved supplier list documents sourced to this supplier site. Approved releases are applied to the release quantity.
Document Number
Displays the document number if the source document type is requisition or release or standard purchase order sourced from GBPA. Planned orders do not have a source document number.
Document Revision
Displays the document revision if the source document type is release or standard purchase order sourced from GBPA. This field is not relevant for requisitions or planned orders.
Document Status
Displays the document status if the source document type is requisition or release or standard purchase order sourced from GBPA. This field is not relevant for planned orders.
Document Line
Displays the document line number if the source document type is release or requisition or standard purchase order sourced from GBPA. This field is not relevant for planned orders.
Recalculate/redisplay authorizations
DRP Plan
Note: The status of the selected DRP Plan is very important. You must complete all planning tasks of the selected DRP Plan before you build a schedule. The forecast requirements may be inaccurate if several days have passed since the DRP Plan was launched.
Use the Authorizations window to view the calculated authorization quantities for the current scheduled item, if you are building a planning schedule and authorizations are enabled on the ASL (Approved Supplier List).
If CUM Management is enabled for the organization, the authorization quantity will be cumulative from the start of the CUM period.
If CUM Management is not enabled, the authorization quantity will be cumulative from the start of the schedule horizon.
Authorization
If authorizations are enabled for the item in the Approved Supplier List window, each authorization code and applicable authorized quantities, time fence days, and cutoff dates based on the schedule horizon start date are displayed.
UOM
All quantities in the horizontal view, Authorizations window, and Schedule Orders window are reflected in this Purchasing UOM, which is taken from the ASL (Approved Supplier List).
Quantity
If CUM Management is enabled for the ship-to organization, these authorization quantities are compared to the highest corresponding authorizations for the CUM period when the supplier schedule header is confirmed. The highest authorization is updated, if necessary.
Days
Displays the corresponding authorization time fence from the ASL (Approved Supplier List).
Date
Displays the date that is calculated from the authorization time fence relative to the schedule horizon start date, subject to the following restrictions:
Authorization cutoff date cannot exceed the schedule horizon end date.
Authorization cutoff date cannot exceed the current CUM period if the ship-to organization maintains CUMs.
Building Revision Schedules
You can build a revision schedule when you want to indicate to a supplier that a schedule should be replaced.
The revision schedule is the result of a new build schedule that uses the same supplier/site/organization(s)/items build criteria as the original schedule.
For example, if you send a weekly planning schedule to your supply base on Monday with the schedule number 19951016-seq-0 before discovering a significant MPS loading error on Tuesday, you will want to regenerate and transmit the planning schedule as 19951016-seq-1.
Navigate to the Find Supplier Schedules window.
Select the Build option button.
Select the Revision option button.
Select a Schedule Number and Revision.
Note: You must enter the Schedule Number of the schedule you want to revise.
Choose Build. The Supplier Schedules window is displayed, where you can view, edit, and confirm your revised schedule.
Choose Clear to clear all current build criteria.
Building Simulation Schedules
You can use simulation schedules to review selected scheduling data that reflect the most current receipt and past due quantities by supplier site without actually building a planning or shipping schedule. You have the option to assign a schedule number to the simulation schedule. You can also save these schedules and retrieve them later.
Navigate to the Find Supplier Schedule window.
Select the Build option button. The Build Supplier Schedules window appears.
Select the Simulation option button.
Check Multi-Org, if you want the schedule to include multiple organizations.
In Schedule, select one of the following types: Planning, Shipping.
In Type, select a schedule subtype.
Select a Bucket Pattern.
You can check Include Future Releases, if you want to include releases beyond the schedule horizon. If you check Include Future Releases, a Future bucket will be included at the end of the horizontal bucket schedule. The Future bucket will include all approved releases that are associated with a ship-to organization, supplier site, and item that have a due date which falls after the schedule horizon end date. These future releases will not be included in the printed or EDI schedules.
Select a Horizon Start Date. The bucket pattern applicable for the supplier site will be used to calculate bucket dates and the schedule horizon date. Requirements that are dated earlier will be indicated as past due if they are from a blanket release, or ignored, if they are from MRP planned orders or purchase requisitions.
If you are building a planning schedule, or a shipping schedule that includes forecast, select at least one of the following:
MRP Plan
MPS Plan
DRP Plan
Select a Ship-To organization. If you check the Multi-Org option, when you choose the build button, the Ship-To Organizations window opens, and you can check Include for any of the displayed organizations. These are organizations for which MRP/MPS/DRP plans have been defined.
Optionally, select the following:
Supplier name
Supplier Site code
Category Set, which includes category sets from the PO item master organization.
Category, which includes all categories for the selected category set and all items associated with the specified category.
Item name
Description of the item
Scheduler name
Buyer name
Planner name
Choose Build. The Supplier Schedules window is displayed Use this window to view, edit, and confirm your schedule.
Choose Clear to clear all current build criteria.
You can extract unimplemented planned orders for MRP, MPS, or DRP plan name from their planned items that will be include in the schedules you will be building.
MRP Plan Name
Select the MRP plan from which you want to extract unimplemented planned orders for MRP planned items that will be included in the schedules you are building.
This field is relevant only if you are building a planning schedule or shipping schedule with a subtype of release and forecast. The planned orders recommended by this MRP plan will be used when building the schedule for MRP Planned items only.
If you are building a shipping schedule with the subtype release only, this field is irrelevant because unimplemented MRP planned orders are not used.
If you are building a shipping schedule with the subtype release and forecast, the same MRP plan should be used to generate both the planning and the shipping schedule.
You can master schedule raw material with long lead times. You should begin Supplier Scheduling processing after you complete the MRP launch so that all master scheduled item requirements are included in the MRP recommendations.
Note: The status of the selected MRP Plan is very important. You must complete all planning tasks of the selected MRP Plan before building a schedule. If several days pass after you launch the MRP plan, the forecast requirements may be inaccurate.
Note: If you are planning for a single organization in the Supplier Scheduling Options window and you do not select an MRP plan in the Scheduler's Workbench, Supplier Scheduling defaults to the plan specified for your organization. If the plan is no longer valid, Supplier Scheduling defaults to NULL.
MPS Plan Name
Select the MPS Plan from which you want to extract unimplemented planned orders for MPS Planned items that will be included in the schedules you are building.
This field is relevant only if you are building any planning or shipping schedule with a subtype of "Release and Forecast". The planned orders recommended by this MPS plan will be used when you are building a schedule for MPS planned items only.
If you are building a shipping schedule with a subtype of "Release Only", this field is irrelevant because unimplemented MPS planned orders are not used.
If you are building a shipping schedule with the subtype "Release and Forecast", you should use the same MPS Plan to generate both the planning and shipping schedules to ensure consistent reporting of requirements to the supplier.
Note: The status of the selected MPS plan is very important. You must complete all planning tasks of the selected MPS Plan before building a schedule. If several days have passed since you launched the MPS plan, the forecast requirements may be inaccurate.
Note: If you are planning for a single organization in the Supplier Scheduling Options window and you do not select an MPS plan in the Scheduler's Workbench, Supplier Scheduling defaults to the plan specified for your organization. If the plan is no longer valid, Supplier Scheduling defaults to NULL.
DRP Plan Name
Select the DRP Plan from which you want to extract unimplemented planned orders for DRP Planned items that will be included in the schedules you are building.
This field is relevant only if you are building a planning or shipping schedule with the subtype "Release and Forecast". The planned orders recommended by this DRP Plan will be used when you are building a schedule for DRP Planned items only.
If you are building a shipping schedule with a subtype "Release Only", this field is irrelevant because unimplemented DRP planned orders are not used.
If you select a shipping schedule with the a subtype "Release and Forecast", the DRP Plan should be used to generate both the planning and shipping schedules.
Note: You can master schedule raw material with long lead times. You must complete Supplier Scheduling processing after the DRP launch is completed so that all master scheduled item requirements are included in the DRP recommendations.
Note: If you do not select a DRP Plan and you are planning for a single organization only, Supplier Scheduling uses the default plan specified for your organization. If the plan is no longer valid, Supplier Scheduling defaults to NULL.
Navigate to the Find Supplier Schedules window.
Enter your search criteria.
Select the Find option button. The Supplier Schedules window is displayed and your cursor is placed in the Schedule Headers block of the Supplier Schedules window.
Navigate to the Items block to view the items associated with the schedule. Items must match the search criteria for the Find.
Click the drill down indicator in the Items block or choose the Schedule button to view the horizontal, bucketed item schedule.
You can delete unconfirmed schedule headers, and confirmed or unconfirmed schedule items, if the associated header is not yet confirmed.
Use the Item Schedule window to review Bucket Item Schedules.
Navigate to the Item Schedule window from the Supplier Schedules window.
If Authorizations are enabled for the item, choose the Authorizations button to display the Authorizations window where you can view the authorizations, quantities, and cutoff dates.
Choose the Orders button to review the document orders for the schedule.
Click Item Schedule to view the horizontal, bucketed item schedule.