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Order Management Advisor Webcast

Day, Date, 2004 Wednesday, May 17, 2011 time ETMT 11:00 AM ET p.m. / 09:00 Teleconference Teleconference Access: Access:
North America: xxxx Conference ID: International: xxxx OM Advisor or 54157957 Password: Advisor

Upcoming Value Chain Planning Community Webcasts:

June 21, 2011: Order Import: An Easy Digest (Doc Id 1288737.1) July 19, 2011: To be announced August 16, 2011: To be announced
For complete details Order Management Webcast Events, please see Note 1288737.1. For complete details on All Other upcoming Oracle Advisor Webcast Events, please Note 398884.1. Do you have any requests for future Order Management Advisor Webcast Events? Please email your suggestions to bonnie.adam@oracle.com, subject: Topics of Interest.

North America: (866) 627-3315 International: +1-706-679-4880 Other Global Toll Free: Doc ID: 1148600.1
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Troubleshooting Scheduling & ATP Issues in R12 Order Management

Kathy Callies Principal Technical Support Engineer

Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decision. The development, release, and timing of any features or functionality described for Oracles products remains at the sole discretion of Oracle.

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Troubleshooting Scheduling & ATP Issues in R12 Order Management

Kathy Callies Principal Technical Support Engineer

Welcome to Trouble Shooting Scheduling & ATP Issues in R12 OM

This presentation is intended to provide functional users and support engineers with information and tools to trouble shoot Scheduling & ATP issues in Order Management. A couple of quick definitions: The Scheduling process in OM passes data to the ATP process which determines the availability of a product and returns the 'Schedule Ship Date' for the line item. This process is invoked even if you are not using ATP, since this is the process that checks to determine the status and availability of an item. ATP stands for 'Available to Promise'. ATP is the quantity of current on-hand stock, outstanding receipts and planned production that has not already been committed to sales orders or other sources of demand.

What will be Covered

Setups that affect ATP/Scheduling Profile Options that affect ATP/Scheduling System Parameters that affect ATP/Scheduling How to capture OM Debug and ATP Session files for trouble shooting Common ATP Issues in OM R12 Enhancements Important notes

Setups for ATP/Scheduling

Item attributes for ATP in Inventory > OM tab

Setups for ATP/Scheduling

Transaction Type: Scheduling Level & Auto Schedule: Shipping tab - (optional)

Setups for ATP/Scheduling

Defaulting Rules: Latest Schedule Limit
Latest Schedule Limit + Request Date = Latest Acceptable Date on the line: (optional)

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Setups for ATP/Scheduling

Defaulting rules: Order Date Type (Ship/Arrival)
If Ship: SSD = Request Date If Arrival: SAD = SSD + lead time

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Setups for ATP/Scheduling

Define ATP Rules: INV > Setup > Rules > ATP

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Setups for ATP/Scheduling

Assign ATP Rules to Item or Org:
INV > Setup > Org > Parameters > ATP, Pick, Item-Sourcing tab

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Setups for ATP/Scheduling

Run Data Collection: By running the Data Collection program, the data necessary to give a complete picture of availability are transferred from the Source ERP tables to the Destination APS tables which reside in the MSC schema. Data Collection should run without failure, but can complete with a warning. Warnings can be ignored as they will not affect ATP from OM. OM > Scheduling > ATP Data Collection See related Notes: Note 401158.1 - How to Set Up Data Collection for OM ATP Availability Note 145419.1 - How to Setup & Run Data Collection
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Profile options affect ATP/Scheduling

INV: Capable to Promise Controls how ATP is calculated: If you license ASCP (Advanced Supply Chain Planner) and want to use planning output, choose ATP/CTP based on Planning Output. If you are not licensed for ASCP but want to calculate ATP, choose ATP based on Collected Data. OM: Authorized To Override ATP Allows user to check the Override ATP flag on the line, and override the Schedule ship date or Arrival date

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Profile options affect ATP/Scheduling

OM: AutoSchedule Controls display of the Availability pop-up window when the sales order form is opened and whether scheduling occurs automatically as each line is saved. (Yes/No) OM: Delay Scheduling Controls whether scheduling of a line is performed only when changes are committed to the database, or when you simply navigate out of the line. (Yes/No) OM: Schedule ATO Item Without BOM new in R12. Option to schedule ATO items even without a Bill of Materials (BOM) attached to the ATO item .(Yes/No)
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Profile options affect ATP/Scheduling

OM: Scheduling Role Controls the access to the Scheduling tab in the Order Organizer form for scheduling across multiple orders. OM: Auto Push Group Date Controls rescheduling when adding a new line to a ship set or configuration. MRP: Calculate Supply Demand - Set to 'Yes' to enable the ATP Supply/Demand screen from the Availability pop-up window in sales order form. MSC: Use Shipping/Receiving Calendar - Set to Yes if you want to use any shipping, receiving, or carrier calendar for planning/scheduling. When set to No, only the Org manufacturing calendar is used for ATP/Scheduling.

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OM System Parameter settings that affect ATP/Scheduling

Latest Acceptable Date: Honor the Latest Acceptable Date, Ignore the Latest Acceptable Date with warning, Ignore the Latest Acceptable Date without warning Promise Date Setup: First Request Date, First Schedule Ship/ Arrival Date, Manual Entry, Request Date, Schedule Ship / Arrival Date Reschedule with Request Date Change: Yes/No Reschedule with Ship Method Change: Yes/No

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System Parameters that affect ATP/Scheduling

Profile options moved to System Parameters on R12: Reservation Time Fence: Controls automatic reservation during scheduling. Value is number of days into the future that scheduling will reserve. Schedule Line On Hold: Yes/No New on Release 12.1.3: OM: Auto Schedule Sets: To improve performance and accuracy in ship-set scheduling, you can delay scheduling lines automatically when you add them to a new ship or arrival set. You can schedule the lines manually whenever it is required. (Yes/No)
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How to capture OM Debug and ATP session files

Note 122372.1 - Getting ATP Inquiry Debug Files Note 121054.1 - How to generate OM Debug Set profile options at user level: MSC: ATP Debug Mode = Debug Only OM: Debug Level = 5 Turn on OM Debug (Tools > Debug) in SO form Reproduce scheduling issue or error Turn off OM Debug (Tools > Debug) exit SO form ATP Session file is captured during scheduling action Reset MSC:ATP Debug Mode = null
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How to capture OM Debug and ATP session files

Retrieve the OM Debug and ATP Session Files: OM Debug: Navigate in Order Management: Run Request > Diagnostics: OM Debug File Retrieval > Enter Debug file name (file name always begins with the lower case letter el' (not the number '1'). For example: l2045076.dbg ATP Session file will be located in the last directory in sql results: select value from v$parameter where name like 'utl%file%'; (file name will be in the format of: session-99999)

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Capture ATP session & OM Debug log

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OM Debug Log

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Note 120183.1 - How To Investigate Mtl_demand_interface Errors

Nonshippable item requiring no ATP checks, n included in ATP

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ATP session file

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Common ATP/Scheduling issues/errors

Calendar errors Verify the workday calendar used for the Org: Shipping > Setup > Org Parameters > Calendar

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ATP/Scheduling Calendar issues

Verify Org calendar is current & rebuilt if there were any changes: Shipping > Setup > Calendar > Enter See workday calendar is 5 on, 2 off (weekend)

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ATP/Scheduling Calendar issues

If MSC: Use Shipping/Receiving Calendar = Yes, check for Shipping calendar that overrides Org calendar: Shipping > Setup > Calendar > Assign

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ATP/Scheduling Calendar issues:

Calendar used for ATP is setup to ship: 7 days a week 0 days off

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Common ATP/Scheduling issues/errors

Cannot meet request date or latest acceptable date Check defaulting rule for Latest Schedule Limit on order header. Latest Acceptable Date = Latest Schedule Limit + Request Date. Latest Schedule Limit is a numeric value (60,90,300, etc.) and can be setup in defaulting rule as a constant or default from customer record. Check setting for system parameter Latest Acceptable Date. If there is quantity on hand for the Request Date, then check if ATP Data Collection request is running without error on a regular basis. If yes, capture OM Debug and ATP session file for further analysis.
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Common ATP/Scheduling issues/errors

Scheduling failed. Try ATP Again Later ATP Data Collection is currently running or failed. Schedule Ship Date is updated when change is made on line: Check system parameters: Reschedule with Request Date change Reschedule with Ship Method change Note 445044.1 - Why does updating ordered quantity trigger reschedule action? Lists the fields that if changed, will trigger rescheduling the line.

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Common ATP/Scheduling issues/errors

Incorrect Schedule Ship Date calculated Check related setups, system parameters, profile options. Verify that Data Collections is running without error. Capture OM Debug and ATP Session file for analysis. Incorrect Schedule Arrival Date - Note 262124.1 (Setup Intransit Lead Time to Use with ATP Inquiries)
Be sure to follow all steps, including running Shipping Interfaces and Data Collection at the end.

Scheduling Failed. No APS instance defined. Data Collection is not setup and running regularly. Set APS instance and run collections (Note 421069.1)
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What's new in R12 for ATP/Scheduling

Note 396089.1 - R12 Scheduling Enhancements Enhanced Mass Scheduling / Schedule Orders Concurrent Program Supports Schedule, Reschedule and Unschedule actions in batch mode Use Flexible query parameters based on business need Specify a Schedule Date, Warehouse when Scheduling / Rescheduling Second Order By parameter which allows additional prioritization based on business need to ensure FIFO functionality

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What's new in R12 for ATP/Scheduling

Ability to control scheduling manually after the order is booked using a new workflow sub process 'Schedule Line, Manual. If the new sub-process is used in the line workflow, then after booking the order, lines will be blocked at the Schedule-Eligible activity. User can progress the Schedule-Eligible activity from Sales Order Form or use the Schedule Orders program to schedule the lines. Note 403688.1 - R12: How To Control Scheduling Manually After The Order Is Booked?

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What's new in R12 for ATP/Scheduling

Other ATP/Scheduling notes: Note 428310.1 - R12 Order Management Suite Scheduling Enhancements Library Note 436771.1 - FAQ - Understanding the ATP Results and the Availability Window of the Sales Order Form Note 473072.1 - Order Management: Trouble Shooting Scheduling and ATP Issues

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THANK YOU

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