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Management
An Oracle White Paper
December 2000
Scheduling in Oracle Order Management
EXECUTIVE OVERVIEW
The scheduling feature of Oracle Order Management allows you to determine
when items will be available to promise to a customer, schedule the shipment or
arrival of order lines based on this availability, and reserve on-hand inventory to
sales order lines. These scheduling activities can be performed on individual order
lines or groups of order lines such as ship sets, arrival sets, and configurations.
INTRODUCTION
Oracle Order Management (OM) works closely with Oracle Advanced Planning
and Scheduling (APS) and Oracle Inventory to provide scheduling functionality.
The features are provided in a variety of ways allowing OM users to tailor their
processes to meet the needs of their business.
The features that are provided under the umbrella term of scheduling are:
• Calculating Available-to-Promise (ATP)
• Scheduling
• Reserving
Unscheduling and unreserving functionality is also provided. This paper covers
how scheduling works in Order Management and how to set up OM, APS and
Inventory to achieve your scheduling goals.
BACKGROUND
Oracle Order Entry release 11.0.3 and before (OE) included some scheduling
functionality. The terminology, as well as the way that scheduling is implemented
in OM release 11i is quite different.
FUNCTIONAL DIFFERENCES
The data model for OE included order headers, order lines, and other fragmentary
tables such as schedule details and picking line details. For a line to be
“scheduled” meant that it had been processed by the demand interface concurrent
program and a record of the demand was in the MTL_DEMAND table. Once
this happened, the line was seen as demand by Oracle’s planning applications such
as Material Requirements Planning (MRP) and Master Production Schedule (MPS).
Key Enhancements
Some of the great new enhancements to scheduling in OM are:
• the ability to schedule at multiple points - either manually or automatically as
the line is entered, when the order is booked, or later using a background
process
• the ability to determine the best warehouse for an order line using sourcing
rules
• the ability to define by customer whether the “request date” is the requested
ship date or requested arrival date
• the ability to automatically set the scheduled ship and arrival dates based on
the calculated ATP date
• the ability to define a shipping network and determine the number of days
required for delivery based on the transit time
• the ability to automatically reserve on-hand inventory to order lines
• the ability to control, based on order transaction type, the level of scheduling
which should occur
• the ability to view availability for multiple warehouses at one time
• the ability to group lines into arrival sets which may be shipped from different
warehouses on different days but should arrive at the customer site on the
same day
Terminology
Understanding the following terms will help you understand how scheduling works
in OM.
Actual Arrival Date - The date the order line arrives at the customer site.
Actual Ship Date - The date the order line is shipped. This date is recorded by the
ship confirm action.
Arrival Set - A set of order lines which arrive at the same time at the destination.
Available to Promise (ATP) - The quantity of current on-hand stock, outstanding
receipts and planned production not already committed to sales orders or other
sources of demand.
Scheduling
Reserving
In OM, you can reserve on-hand inventory to a sales order. Reserved inventory
You can manually request scheduling for more than one line at a time by multi-
selecting the lines. From the sales order form, select each line by pressing the Ctrl
key and clicking the mouse. The selected lines will be highlighted. The scheduling
activity that you request will be executed for the lines that you selected, plus any
lines that are required to be scheduled with them because they are in the same
group. The lines that are multi-selected that are not in a scheduling group will be
processed independently.
Setup
In order for scheduling to meet the needs of your business, several things must be
set up correctly. Many of these setup steps are mentioned throughout this paper,
but they are all recapped here.
Several fields on the Order Management tab of the customer definition form
affect the way scheduling works.
• Request Date Type - Possible values are arrival and ship. If the value is arrival
then the request date and promise date will be considered arrival dates by the
system; if the value is ship then they will be considered ship dates. The request
date type can be defaulted from the customer information to the order, and
the user can change it on the order if required.
• Latest Schedule Limit - This field can contain any numeric positive integer
value. When you enter an order line, the latest acceptable date will be
calculated by adding the latest schedule limit to the request date. When the
scheduling action occurs, the schedule date will only be returned if it is
between the requested date and the latest acceptable date. If it is not within
this range, the scheduling action fails.
The following profile options affect scheduling functionality:
• OM: Schedule Lines on Hold - Possible values are yes and no. If this field is
Migration/Upgrade
In OE Release 11 and before, scheduling information for a line was stored in the
table SO_LINE_DETAILS. In R11i, this table no longer exists and the
scheduling information for a line is stored in the main line information table,
OE_ORDER_LINES. During the migration from OE to OM, a record is created
in OE_ORDER_LINES for each combination of SO_LINES_ALL and
SO_LINE_DETAILS. If the status in SO_LINE_DETAILS was DEMANDED,
the new line will be scheduled (VISIBLE_DEMAND_FLAG = Yes.) If the status
in SO_LINE_DETAILS was RESERVED, the new line will be scheduled and a
record will be created in the MTL_RESERVATIONS table for the reservation.
EXAMPLES
The following 3 examples illustrate the use of these features.
Example 1:
The warehouse for the order is defaulted from the ship to site. A shipping
network is defined for this warehouse/ship to combination with the shipping
method of UPS ground, and the transportation lead time is 5 days. The customer
requests the shipment as soon as possible, so the request date is entered as today’s
CONCLUSION
OM provides powerful and flexible scheduling capabilities which are tightly
integrated with other Oracle applications such as Inventory and APS. Using these
features successfully requires an understanding of the business process, the
features and the required setup across the applications.
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