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Oracle Corporation 2003. This Document is provided for informational purposes only and the information herein is subject to change without notice.
Oracle Corporation 2003. This Document is provided for informational purposes only and the information herein is subject to change without notice.
INTRODUCTION......................................................................................................................2 What is ATP? .............................................................................................................................3 How does ATP work? ................................................................................................................3 Enabling ATP in the organization and/or item ......................................................................3 ATP Sourcing rules and Assignment Sets.............................................................................4 Collecting ATP Data ...........................................................................................................5 Using ATP..............................................................................................................................6 Using ATP in Order Management........................................................................................6 Using ATP in iStore ............................................................................................................6 Shipping orders from iStore.................................................................................................9 Sample Business Scenario s .....................................................................................................10 Scenario 1 .........................................................................................................................10 Scenario 2 .........................................................................................................................11 Scenario 3 .........................................................................................................................12 APPENDIX A: CONFIGURING i STORE FOR ATP ................................................................13 APPENDIX B: CREATING INVENTORY ATP RULES..........................................................15 APPENDIX C: CREATING SOURCING RULES AND ASSIGNMENT SETS ........................16 APPENDIX D: RUNNING COLLECTIONS ............................................................................17
Oracle Corporation 2003. This Document is provided for informational purposes only and the information herein is subject to change without notice.
INTRODUCTION
One of the most important requirements for any e-commerce site is to ship products purchased by customers on time and accurately. However this fundamental requirement continues to elude many large e-commerce sites. Even leading sites continue to grapple with this problem by accepting and confirming delivery dates for orders online, later informing customers about their inability to meet demand in apologetic emails. Web retailers remember the holiday season of 2000, when their inability to forecast inventory and ship products on time made national headlines.
Companies face this dilemma due to the complexities of supply chain planning and the disconnected nature of most e-commerce sites with their supply chain or ERP systems. In this paper we will highlight the integrated features of Oracle iStore 11.5.10 with Available to Promise (ATP) and supply chain planning that allow Oracle 11i E-Business Suite customers to solve these complex problems.
Convey an understanding of ATP and how iStore uses ATP in supply chain planning Describe the various business scenarios which iStore supports using single and multi-level supply chain ATP Provide the technical know-how in setting up ATP for these scenarios
Oracle Corporation 2003. This Document is provided for informational purposes only and the information herein is subject to change without notice.
ATP formula ATP = on hand + supply demand : on hand = nettable quantity = planned on hand supply orders, scheduled receipts demand = sales orders, component demand excludes forecasted demand or manual entries
What is ATP?
ATP is used to determine if a company is able to commit to a customer the required delivery date for an order. ATP calculation is based on the uncommitted or available inventory and the planned supply or WIP in a given period. It allows users to scan availability across multiple warehouses and pick the appropriate sources to meet demand. ATP can be used in basic, single-level and multi-level supply chain planning (See Figures 2 and 3). In this discussion we will assume for simplicity that organizations specified are both warehouse and shipping locations. Basic ATP is the simplest form of ATP where a single pre-defined ship-from location is checked for availability. Single-level supply chain ATP is another form of ATP where availability is checked against an ordered list of ship-from locations. Multi-level supply chain ATP is an advanced version of ATP whose functionality is provided by the Advanced Planning and Scheduling product (APS). Multi-level supply chain ATP uses the full capabilities of APS, which not only includes the ability to calculate available inventory but also the capability to build, buy or transfer it from other locations in a hierarchical manner (See Figure 3).
assigned here then the data collection program (see step 3) will use the rule defined in the organization for that item.
\ 2 For more details on enabling ATP in the organization see Appendix B.
ItemA: QTY5
Item A : QTY10
ItemA: QTY10
In single level sourcing multiple inventory locations can be sourced for demand. This type of sourcing is supported by both single-level and multi-level supply chain ATP. In multi-level sourcing multiple organizations can be sourced with each organization capable of sourcing another. This scenario is only supported by APS in multi-level supply chain ATP.
Which organizations will fulfill demand for an item The order in which these organizations are examined for availability The manner, e.g. to buy or to make, in which they will meet demand.
Item A :Q TY 5
Item A: QTY 2
C h ic a g o In ve n to ry /S h ip p ing
D a la s In ve n tory /S h ip p ing
Once the sourcing rules are created they are grouped into assignment sets under various level of granularity. For each of the following levels in an assignment set you assign a specific sourcing rule:
O rg an iz a tion Ite m A :Q TY 3
O rg an iz a tion Ite m A :Q T Y 2
A single item in an organization A single item in a region Category of items in an organization An item across all organizations Category of items across all organizations Category of items in a region All items in an organization All items in a region All organizations (global)
The assignment set supports regions and zones for multi-level sourcing in APS only. Regions and zones are setup in Oracle Shipping, where a region is defined at the country, state/province, county, city, and zip code geographic levels, and a zone is a user-defined collection of regions. These regions and zones are used by APS in multi-level sourcing to pick the most appropriate sourcing rule.
Oracle Corporation 2003. This Document is provided for informational purposes only and the information herein is subject to change without notice.
Each instance of the Oracle E-Business Suite, e.g. test or production, can have one assignment set. This assignment set is what will drive all of the multi-level supply chain ATP and ATP sourcing functionality. For more details on sourcing rules and assignment sets see Appendix C.
ATP Data Collection under the Order Management responsibility The Data Collection concurrent program is used to gather data when the APS product is used; it is enabled via the profile option INV: Capable to Promise with the value set to enable planning output. The data collection is based on plans that are setup within APS. Data from this collection process is stored in ODS and marked with the corresponding plan id s. The ATP Data Collection concurrent program is used to gather data for singlelevel supply chain and basic ATP using the profile option INV: Capable to Promise with the value set to use collected data. The data collection is based on ATP rules setup in inventory. Data from this collection process is stored in ODS and marked with the plan id of value -1. If planning data is used via the Data Collection concurrent program under the APS responsibility, it will load all the possible known combinations of customers and ship-to site locations. ATP will not be able to operate on new customers and/or ship-to site locations created after a planning load is completed. The Data Collection concurrent program will have to be re-run in order to make the new customers and/or locations visible to planning and ATP. We will examine the behavior of single and multi-level supply chain ATP under iStore in the next section, For more details on running these concurrent programs see Appendix D.
Oracle Corporation 2003. This Document is provided for informational purposes only and the information herein is subject to change without notice.
Using ATP
Once ATP is configured and the data collection process is complete, ATP can be called in two different ways: Availability for a product by specifying an organization Availability for a product without specifying an organization. In this scenario the ATP will utilize pre-defined APS Sourcing rules to locate a suitable warehouse.
We will examine how ATP is applied in Oracle Order Management and in iStore.
Oracle Corporation 2003. This Document is provided for informational purposes only and the information herein is subject to change without notice.
Oracle Corporation 2003. This Document is provided for informational purposes only and the information herein is subject to change without notice.
iStore customers who register are generally not required to provide a shipping address at the time of registration, and may not have a default shipping address until they place their first order. iStore supports specialty stores that allow a company to sell their products in different countries. This allows a specialty store to be used by customers from different countries. iStore customers may possess one or more shopping carts or quotes that may or may not translate into firm orders.
These aspects of customers who use Oracle iStore will influence the setup of ATP in the stores. ATP in iStore is performed via the Oracle Order Capture interface. ATP can be configured in iStore using the profile options: 1. ASO: Default Ship From Org 2. ASO: Use Sourcing Rule Basic ATP can be configured by specifying a location in the first profile option and setting the value of the second profile option to No . Single-level and multi-level supply chain ATP can be configured by leaving the first profile option empty and setting the value of the second profile option to Yes . The use of sourcing rules from Oracle iStore will result in the following behavior: Walk-in (un-registered) customers or registered customers who have not selected a ship-to site will not be able to use ATP unless the ASO profile options ASO:ATP Default Customer(walk-ins only) and ASO:ATP Default Ship to Siteare set. These profile options will provide the necessary values for multilevel and single-level supply chain ATP to operate. Customers who create new addresses after the Data Collection concurrent program is run will not be able to use ATP with these addresses, unless regional sourcing in APS is utilized. This is due to the fact that the concurrent program has not captured these new locations in its data store. This behavior is consistent across all applications, including Order Management. When placing an order a customer is provided the opportunity to view ATP just prior to confirming the order. Scheduling and reservation in Oracle iStore is only performed at the time that an order is placed and the quote or shopping cart is converted into an order. On-line reservation of inventory is not supported in iStore. Consequently availability checks in iStore are transient and the results are subject to change each time the availability is computed. This is also true for Oracle Order Management unless it is configured to perform reservations or scheduling together with ATP. For more details on these profile options, see Appendix A.
Oracle Corporation 2003. This Document is provided for informational purposes only and the information herein is subject to change without notice.
Sequence
1 2 3 4 5
Source Type
Related Record Related Record Related Record Related Record Related Record
Action required
Inventory Item.Primary Shipping Organization Order Header.Warehouse Line Type.Warehouse Customer.Warehouse Ship To.Warehouse
Additionally, customers can utilize different source types such as PL/SQL APIs, constants or application profile values.
Important
Customers utilizing the APS sourcing rules in Oracle iStore to perform ATP in iStore should utilize the Ship From WarehouseOM defaulting rule with care, so as to avoid conflicts with APS sourcing rules. A possible conflict may result if the customer uses APS sourcing rules in ATP to display ATP information in iStore to customers while using the OM defaulting rules to ship the products from a different warehouse.
ATP support for Model items in Oracle iStore and Oracle Order Capture is limited to Basic ATP.
Oracle Corporation 2003. This Document is provided for informational purposes only and the information herein is subject to change without notice.
Scenario 1
A computer parts distributor plans to open a new web channel for their B2C customers to access their inventory and place orders in a self-service manner over the web. The company has three shipping warehouses (Org 1,2, 3) in two locations linked to a Master Organization. One of the warehouses (Org 3) has a different costing associated with its inventory. In some cases, parts would be located in two organizations in the same city (Org 2 & 3). In this situation the company would like to leverage both inventories. The company would also like to increase customer satisfaction with quicker deliveries by utilizing flexible ATP rules.
Multi-Level
Sourcing Rule
The company will set up Oracle iStore with one specialty store configured to support multiple responsibilities. The store would need to support the following types of responsibilities: Responsibility A1 for customers closer to their New Haven distribution center. In this responsibility, the APS profile option is turned on, and an east coast address is used for the default ship-to site address. Responsibility A2 for customers closer to their Dallas distribution center. In this responsibility, the APS profile option is turned on, and a west coast address is used for the default ship-to site address.
In addition, the customer would use Oracle iStore together with Advanced Supply Chain Planning (APS) to implement multi-level supply chain ATP and regional sourcing. When item demand for a product is not met in Org 2 the location automatically looks for inventory in the Org 3. An internal transfer occurs with the appropriate lead-time from one organization to the other. The different costing for the inventory items are tracked via the Consigned Inventory solution when a transfer between Orgs 2 and 3 occurs. The customer, when entering the store using one of the two responsibilities will check for item availability and required dates either based on the default site address, or the address set in their customer profile. The default site address is used when the customer is either an unregistered customer (a walk-in customer) or if he/she is a registered customer who has not provided an address in his/her customer profile. The site address is used by APS to pick the appropriate shipping warehouse when providing delivery dates in the shopping cart. If the customer were to change the ship to location in the checkout page, the ATP calculation would utilize the new ship to site.
Oracle Corporation 2003. This Document is provided for informational purposes only and the information herein is subject to change without notice.
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Figure 6 : Scenario 2
Scenario 2
A global Fortune 500 company running the Oracle E-Business Suite decides to allow their widget division to operate an on-line B2B store for their distributors. The widget division operates as a business unit with multiple shipping organizations in Chicago, Amsterdam, Singapore and London. They are hierarchically organized under a single Master Organization. The widget division would like to operate a single website for all of their distributors, and allow customers to select the appropriate country for shipping their product. The company would like to use both the Amsterdam and London warehouses for their European distributors, while the Chicago and Singapore warehouses should serve their American and Japanese distributors.
Sin gap ore In ven tory Organ ization London Inventory Orga n ization
Companies with a multi-national presence can leverage Oracle iStore together with regional sourcing rules in APS to build a store that picks the appropriate warehouses for their customers in order to ensure fast and cost effective shipping. Regional sourcing capabilities in APS allow companies to group their warehouses into regions that can be accessed by those customers in the appropriate geographic regions. The widget division will have to set up two types of responsibilities: The first type of responsibility will have the APS sourcing option turned on with a ship-to site address in Europe. Those customers in Europe will use this responsibility. The second type of responsibility will have the APS option turned off, with a ship-to address in each of the two remaining locations, one in North America and another in Asia. These two responsibilities will be used by customers in North America and Asia.
Oracle Corporation 2003. This Document is provided for informational purposes only and the information herein is subject to change without notice.
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Figure 6 : Scenario 3
Scenario 3
U.K Store Brazilian Store
A retail company running the Oracle E-Business Suite has setup multiple stores, one for each country they operate in. A specific shipping warehouse services each country. The retailer would like to ensure that each website uses a specific warehouse for ATP and shipping.
Master Organization
The retailer should create one responsibility for each store. For each responsibility, the ASO: Default Ship From Org profile should be set to match the appropriate warehouse. This will ensure that correct availability information will be communicated to the customer via ATP. The retailer will also need to configure the OM defaulting rules to allow the orders to be shipped from the correct warehouse.
Oracle Corporation 2003. This Document is provided for informational purposes only and the information herein is subject to change without notice.
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PROFILE OPTION ASO:Default Ship From Org ASO:ATP Use Sourcing Rule
DESCRIPTION Set to a default Organization. Used to determine the default Organization for ATP only. Yes: Sourcing Rules are used to determine the orgs on which ATP needs to be done. No: Sourcing rules will not be used and ATP check will be restricted to the Organization specified in the profile ASO: Default Ship from Org
Used to determine the sourcing rule when no customer ID exists (See description below for scenarios). Used to determine the sourcing rule when no ship to site exists for the quote (cart) Scenarios: - When a walk-in user accesses the store the values specified in these profiles will be used to determine the sourcing rules. - When a registered B2C or B2B user enters the store and checks ATP from the cart before selecting a ship- to site, these default values will be used. If a ship-to site is selected, then this site will be used for the ATP check, but only if the selected site is known to MRP (Material Requirements Planning). If MRP is not aware of the selected ship-to site, then the customer and the ship-to site specified in these profiles will be used. Even if MRP is aware of this customer and ship-to site, but there are no sourcing rules for this combination of customer and ship-to site, then a global sourcing rule or a sourcing rule at the item level must exist for ATP to work. If sourcing rules must be used, then a sourcing rule must exist in MRP for the customer ID and ship-to site id specified in these profiles.
INV:Capable to Promise
Used to determine if planning output or collected data is used for ATP calculation. - ATP based on Collected Data: ATP calculation is based on the collected data from the source instances and when you run MRP or SCP (Supply Chain Planning) on the source instance and you do not have APS. - ATP/CTP based on Planning Output: ATP calculation is based on the APS planning output.
Oracle Corporation 2003. This Document is provided for informational purposes only and the information herein is subject to change without notice.
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Oracle Corporation 2003. This Document is provided for informational purposes only and the information herein is subject to change without notice.
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Oracle Corporation 2003. This Document is provided for informational purposes only and the information herein is subject to change without notice.
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Oracle Corporation 2003. This Document is provided for informational purposes only and the information herein is subject to change without notice.
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b.
If the item(s) has not been received into Inventory then a transaction will need to be setup in Inventory->Transactions->Miscellaneous Transaction before running the data collection programs.
Oracle Corporation 2003. This Document is provided for informational purposes only and the information herein is subject to change without notice.
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Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores, CA 94065 U.S.A. Worldwide Inquiries: 650.506.7000 Fax 650.506.7200 http://www.oracle.com Multi-Org ATP and Fulfillment with iStore 11i April 2005 Author: Sunil Srivastava Contributing Authors: Deborah Bourgeois
This document is provided for informational purposes only and the information herein is subject to change without notice. Please report any errors herein to Oracle Corporation. Oracle Corporation does not provide any warranties covering and specifically disclaims any liability in connection with this document. Oracle is a registered trademark and Oracle Applications, Oracle Purchasing, Oracle Strategic Procurement, Oracle Self-Service Purchasing and Oracle XML Parser for Java are trademarks or registered trademarks of Oracle Corporation. All other company or product names mentioned are used for identification purposes only and may be trademarks of their respective owners.
Oracle Corporation 2003. This Document is provided for informational purposes only and the information herein is subject to change without notice.
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