This post will give a functional overview and setups of Oracle supplier scheduling.
Supplier scheduling is used to communicate the Material requirement to company's suppliers though planning and shipping schedules. Planning will include both forecast and firm demand where as shipping schedule only include firm demand.
Communication can happen through EDI , Emails or by printing schedules. Data comes from Purchasing (Open PO, ASL, SR, Assignment sets) & ASCP (Forecast, Unimplemented planned orders). Supplier scheduling put it in time bucket patterns (i.e. days, weeks, months) based on supplier requirement.
Important Functions
Scheduler's workbench used to view, confirm, print or manually built Planning and shipping schedules. We will Later see how to built manual schedules
CUM Management as the name suggest its cumulative management and help to track cumulative received quantity over a period (may be a year) from a supplier/site to a ship to organization. You can new CUM periods and adjust CUM quantities.
Setups
We will Discuss above setups one by one
1) Define Bucket Patterns
Bucket Pattern is used to put demand in various buckets i.e. Day, Weeks, Months and Quarters. When you check Item schedules, you can see item quantities requirement is divided based on bucket pattern in days, weeks etc
Maximum limit of Total Buckets is 56.
Monthly and Quarterly bucket pattern start with the first day of the month and for weekly pattern you need to define first day of the week.
We assign bucket patterns in Item-Attributes's Supplier Scheduling tab while defining Approved Supplier List. Items are grouped in a schedule based on bucket pattern, ship to, supplier and supplier site.
2) Define Schedule Options
Schedule Options is used to define ship to org level defaults and control.
Navigate to Setup>Schedule Options
#Enter Ship To Organization. In our case its V1.
#Enable CUM Management if you want to track CUM received Quantity.
#Enable RTV updates CUM, if you want CUM transactions to take into account return to vendor transactions
#Defaults Planing Schedule
Forecast all Documents means planning schedule convey all quantity as forecast and include quantity from all type of doc i.e. Approved Releases, Approved Requisitions, Planned Orders.
Forecast Only means planning Schedule include only forecast information i.e. unimplemented planned Orders and Approved Requisitions
Material Release means planning schedule convey both firm and forecast quantities.
# Default Shipping Schedule
Release only means shipping schedule includes only firm requirement
Release with Forecast means shipping schedule include firm, Forecast and past due quantities
#Default Bucket Pattern select a default bucket pattern for both planning and shipping schedules
Select a default MRP, MPS or DRP Plan which will used during auto schedule and defaults while manual building planning or shipping schedule for this ship to organization
3) Supplier Status
Define Approved Supplier status to describe conditions of approved, debarred, new etc suppliers. You can define any number of status and business rule which control the what to allow and prevent from the supplier having this status.
4) Define approved supplier list
Define approved supplier list by Navigating to supply base>approved supplier list
Assign a status to supplier i.e. whether its approved or debarred. In Item attributes, enable planning and shipping schedules if you want this item to be communicated to supplier by supplier scheduling. Also specify if you want to enable planning auto schedule and default bucket pattern & schedule type to use for this item when running auto schedule request.
5) Define Sourcing rules
Define sourcing rules to specify the allocations and rank of the suppliers.
6) Assign Scouring rule
Assign sourcing rule to assignment set defined in profile option MRP: Default Sourcing Assignment Set.
7) Define CUM Periods
Define CUM Periods to enable CUM Management and track CUM received quantity based on ship to organization
Navigate to Cum Periods>New if you are define Cum Periods.
Enter Ship to Org, Period Name and Period duration. This is the period in which cum received quantity is tracked. If you define new period next year cum received will became zero.
Click on Cum Period Item To enter our item
Here you can also adjust the cum received quantity
Note : To enable any item for supplier scheduling , its blanket purchase agreement (BPA) should have “terms with Supply Agreement” checked
Thanks
Mandeep
------------------------------------------------------------------------------------------------------------------------------------------------------------------
Please share this knowledge with your friends and subscribe at our blog for more updates. If you have any queries, please participate in our Forum or by leaving your comments below.
------------------------------------------------------------------------------------------------------------------------------------------------------------------
Supplier scheduling is used to communicate the Material requirement to company's suppliers though planning and shipping schedules. Planning will include both forecast and firm demand where as shipping schedule only include firm demand.
Communication can happen through EDI , Emails or by printing schedules. Data comes from Purchasing (Open PO, ASL, SR, Assignment sets) & ASCP (Forecast, Unimplemented planned orders). Supplier scheduling put it in time bucket patterns (i.e. days, weeks, months) based on supplier requirement.
Important Functions
Scheduler's workbench used to view, confirm, print or manually built Planning and shipping schedules. We will Later see how to built manual schedules
CUM Management as the name suggest its cumulative management and help to track cumulative received quantity over a period (may be a year) from a supplier/site to a ship to organization. You can new CUM periods and adjust CUM quantities.
Setups
- Define Bucket Patterns
- Define Schedule Options
- Define Supplier Status
- Define Approved Supplier list
- Define Sourcing Rules
- Assign Sourcing Rules
- Define CUM Periods
We will Discuss above setups one by one
1) Define Bucket Patterns
Bucket Pattern is used to put demand in various buckets i.e. Day, Weeks, Months and Quarters. When you check Item schedules, you can see item quantities requirement is divided based on bucket pattern in days, weeks etc
Maximum limit of Total Buckets is 56.
Monthly and Quarterly bucket pattern start with the first day of the month and for weekly pattern you need to define first day of the week.
We assign bucket patterns in Item-Attributes's Supplier Scheduling tab while defining Approved Supplier List. Items are grouped in a schedule based on bucket pattern, ship to, supplier and supplier site.
2) Define Schedule Options
Schedule Options is used to define ship to org level defaults and control.
Navigate to Setup>Schedule Options
#Enter Ship To Organization. In our case its V1.
#Enable CUM Management if you want to track CUM received Quantity.
#Enable RTV updates CUM, if you want CUM transactions to take into account return to vendor transactions
#Defaults Planing Schedule
Forecast all Documents means planning schedule convey all quantity as forecast and include quantity from all type of doc i.e. Approved Releases, Approved Requisitions, Planned Orders.
Forecast Only means planning Schedule include only forecast information i.e. unimplemented planned Orders and Approved Requisitions
Material Release means planning schedule convey both firm and forecast quantities.
# Default Shipping Schedule
Release only means shipping schedule includes only firm requirement
Release with Forecast means shipping schedule include firm, Forecast and past due quantities
#Default Bucket Pattern select a default bucket pattern for both planning and shipping schedules
Select a default MRP, MPS or DRP Plan which will used during auto schedule and defaults while manual building planning or shipping schedule for this ship to organization
3) Supplier Status
Define Approved Supplier status to describe conditions of approved, debarred, new etc suppliers. You can define any number of status and business rule which control the what to allow and prevent from the supplier having this status.
4) Define approved supplier list
Define approved supplier list by Navigating to supply base>approved supplier list
Assign a status to supplier i.e. whether its approved or debarred. In Item attributes, enable planning and shipping schedules if you want this item to be communicated to supplier by supplier scheduling. Also specify if you want to enable planning auto schedule and default bucket pattern & schedule type to use for this item when running auto schedule request.
5) Define Sourcing rules
Define sourcing rules to specify the allocations and rank of the suppliers.
6) Assign Scouring rule
Assign sourcing rule to assignment set defined in profile option MRP: Default Sourcing Assignment Set.
7) Define CUM Periods
Define CUM Periods to enable CUM Management and track CUM received quantity based on ship to organization
Navigate to Cum Periods>New if you are define Cum Periods.
Enter Ship to Org, Period Name and Period duration. This is the period in which cum received quantity is tracked. If you define new period next year cum received will became zero.
Click on Cum Period Item To enter our item
Here you can also adjust the cum received quantity
Note : To enable any item for supplier scheduling , its blanket purchase agreement (BPA) should have “terms with Supply Agreement” checked
Mandeep
------------------------------------------------------------------------------------------------------------------------------------------------------------------
Please share this knowledge with your friends and subscribe at our blog for more updates. If you have any queries, please participate in our Forum or by leaving your comments below.
------------------------------------------------------------------------------------------------------------------------------------------------------------------
