115APS

Oracle Advanced PlanningImplementation and Users Guide

Release 11i

Part No. B10144-05

May 2004

Oracle Advanced Planning Implementation and Users Guide, Release 11i

Part No. B10144-05

Copyright 2002, 2004, Oracle. All rights reserved.

Primary Authors: Tom Myers, Neeta Gera; Karen Aziz, Nile Leach, Jennifer Mosinski.

Contributors: Kevin Creel, Francois Gerbaux, Bahram Ghajarrahimi, Roger Goossens, Sridhar Hoskote, Shailesh Kumar, Sridhar Lakshminarayanan, Moshin Lee, Elizabeth Looney, Scott Malcolm, Sareeka Malhotra, Manish Patel, Vijay Pillarisetti, Rod Sernett, Mukundan Srinivasan, Bala Subramanian, Nadeem Syed, Evelyn Tran, Sam Tupe, Mark Wells, Chandra Yeleshwarapu.

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Contents

Volume 1

Send Us Your Comments .................................................................................................................. xv

Preface......................................................................................................................................................... xvii

1 OverviewOracle Advanced Planning Suite..................................................................................................... 1-2Oracle Advanced Supply Chain Planning..................................................................................... 1-3Oracle Inventory Optimization........................................................................................................ 1-5

2 Setting UpSetup Overview................................................................................................................................... 2-2Hardware Configuration ................................................................................................................... 2-3Setup Flowchart .................................................................................................................................. 2-8Setup Steps for the Source .............................................................................................................. 2-10Setup Steps for the Destination ..................................................................................................... 2-15

3 Planning Business FlowsBusiness Flows .................................................................................................................................... 3-2Planning Cycle .................................................................................................................................... 3-4Specify Sources of Demand.............................................................................................................. 3-6Run Collections ................................................................................................................................... 3-7Create a Plan ........................................................................................................................................ 3-8

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Launch the Plan ................................................................................................................................... 3-9Review Key Performance Indicators (KPIs) ................................................................................ 3-10Review Exceptions ............................................................................................................................ 3-11Review Workflow Notifications .................................................................................................... 3-12View Pegged Supply and Demand................................................................................................ 3-14Modify the Plan Environment........................................................................................................ 3-14Run Net Change ................................................................................................................................ 3-17Release or Firm Orders .................................................................................................................... 3-18

4 Running CollectionsOverview of Running Collections for ASCP................................................................................. 4-2Definitions ........................................................................................................................................... 4-3Collection Strategy ............................................................................................................................. 4-4Architecture .......................................................................................................................................... 4-6Collection Methods .......................................................................................................................... 4-11Running Standard Collections ....................................................................................................... 4-13Data Changes That Can Be Collected in Net Change Mode .................................................... 4-20Continuous Collections ................................................................................................................... 4-24Legacy Collection .............................................................................................................................. 4-32

5 Defining PlansOverview of Defining Plans ............................................................................................................. 5-2Global Supply Chain Planning........................................................................................................ 5-3

Prerequisites for Running a Global Supply Chain Plan.......................................................... 5-4Advantages of the Single Plan .................................................................................................... 5-4Creating Supply Chain Plans ...................................................................................................... 5-5

Subset Plans ....................................................................................................................................... 5-12Pitfalls of Subset Planning......................................................................................................... 5-13

Choosing Between Global Supply Chain and Subset Plans.................................................... 5-14Choosing a Plan Type....................................................................................................................... 5-16Choosing Plan Classes ..................................................................................................................... 5-21 Setting Plan Options ....................................................................................................................... 5-24

The Main Tabbed Region........................................................................................................... 5-25The Aggregation Tabbed Region.............................................................................................. 5-30The Organizations Tabbed Region........................................................................................... 5-33

vThe Constraints Tabbed Region ............................................................................................... 5-37The Optimization Tabbed Region............................................................................................ 5-40The Decision Rules Tabbed Region ......................................................................................... 5-42Using an Existing Plan as a Demand Schedule For New Plan ............................................ 5-43Forecast Consumption ............................................................................................................... 5-45Forecast Bucket Consumption .................................................................................................. 5-55Forecast Spreading ..................................................................................................................... 5-56Global Forecasting...................................................................................................................... 5-65Overwrite Options...................................................................................................................... 5-69Demand Priority Rules .............................................................................................................. 5-74Peg Supplies by Demand Priority............................................................................................ 5-77

Choosing Aggregation Levels ........................................................................................................ 5-78Time Aggregation Levels .......................................................................................................... 5-78Product Aggregation Levels ..................................................................................................... 5-79Resource Aggregation Levels ................................................................................................... 5-79Material Aggregation Levels..................................................................................................... 5-82Routing Aggregation Levels ..................................................................................................... 5-82

Choosing an Objective Function ................................................................................................... 5-84Inventory Turns .......................................................................................................................... 5-84Plan Profit Objective................................................................................................................... 5-84Ontime Delivery Objective........................................................................................................ 5-85Implicit Objectives...................................................................................................................... 5-85Combining Objectives ............................................................................................................... 5-86Factors Affecting Objectives...................................................................................................... 5-87Computational Burden Considerations .................................................................................. 5-88Optimized Plans Data Requirements ...................................................................................... 5-89Optimization Effects on Sourcing ............................................................................................ 5-90Nervousness ................................................................................................................................ 5-91

6 Supply Chain ModelingOverview of Supply Chain Modeling ............................................................................................ 6-2Setting up the Supply Chain ............................................................................................................ 6-3Setting Supplier Capacity ................................................................................................................ 6-5

Constraints..................................................................................................................................... 6-5Supplier Capacity Accumulation ............................................................................................... 6-6

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Purchase Order Consumption of Supplier Capacity............................................................... 6-7Setting Supplier Capacity by Time Periods ............................................................................ 6-16

Setting Up Routings ......................................................................................................................... 6-22Minimum Transfer Quantity (MTQ)........................................................................................ 6-23Multiresource Scheduling.......................................................................................................... 6-28

Lead Time and the Planning Time Fence ..................................................................................... 6-35Lead Time .................................................................................................................................... 6-35Planning Time Fence Control.................................................................................................... 6-47Planner Workbench Supply and Demand Dates ................................................................... 6-54Examples of Lead Time Calculations....................................................................................... 6-60Examples of Planning Time Fence Control............................................................................. 6-82

Planned Inventory Points ................................................................................................................ 6-91PIP Capability.............................................................................................................................. 6-92Using PIP...................................................................................................................................... 6-96

Setting Up Batch Resources ............................................................................................................ 6-99Allocating Demand to Suppliers ................................................................................................. 6-104Sourcing Example ........................................................................................................................... 6-106Enforce Sourcing Splits ................................................................................................................. 6-116Viewing the Supply Chain ........................................................................................................... 6-122Performing Tasks on the Planning Server ................................................................................. 6-124Audit Statements Report ............................................................................................................... 6-125

7 SimulationsOverview of Simulations .................................................................................................................. 7-2Simulation Scenarios ......................................................................................................................... 7-3Simulation Modes............................................................................................................................... 7-5

Net Change Replan....................................................................................................................... 7-5Running Net Change Replan Simulations .................................................................................... 7-7Using Undo to Reverse Actions or Make Changes ................................................................... 7-11Comparing Scenarios Quantitatively............................................................................................ 7-15

8 OptimizationOverview of Optimization ................................................................................................................ 8-2Optimization Objectives ................................................................................................................... 8-3Setting Penalty Factors....................................................................................................................... 8-5

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Setting Late Demand Penalty Costs........................................................................................... 8-5Setting Penalty Factors for Exceeding Material Capacity..................................................... 8-10Setting Penalty Factors for Exceeding Resource Capacity ................................................... 8-14Setting Penalty Factors Using Plan Options ........................................................................... 8-18Setting Penalty Factors Using Optimization Profile Options .............................................. 8-19

Comparing Different Optimization Runs ................................................................................... 8-21

Volume 2

9 Exception MessagesOverview of Exception Messages .................................................................................................... 9-2Viewing Exceptions ............................................................................................................................ 9-9Understanding Exceptions .............................................................................................................. 9-17

Late Sales Orders and Forecasts Exception Group................................................................ 9-18Supply Problems for Late Sales Orders and Forecasts Exception Group .......................... 9-27Material and Resource Capacity Exception Group ............................................................... 9-48Transportation and Distribution Exception Group............................................................... 9-65Shortages and Excess Exception Group .................................................................................. 9-73Reschedules Exception Group.................................................................................................. 9-79Substitutes and Alternates Used Exception Group ............................................................... 9-97Projects/Tasks Exception Group............................................................................................ 9-104Item Exceptions Exception Group ......................................................................................... 9-107Recommendations Exception Group..................................................................................... 9-112

Exception Diagnosis and Resolution .......................................................................................... 9-114Workflow Notifications and Activities.................................................................................. 9-115Exception Information ............................................................................................................. 9-115Using Constraint Exceptions................................................................................................... 9-115Identifying Root Causes of Late Demand............................................................................. 9-118Online Simulation..................................................................................................................... 9-153Identifying Differences Between Plans ................................................................................. 9-154Implementing Plan Changes................................................................................................... 9-165

10 Planner WorkbenchOverview of Planner Workbench .................................................................................................. 10-2

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Plan Tabbed Pane ....................................................................................................................... 10-4Queries Tabbed Pane................................................................................................................ 10-41

Tailoring the User Interface .......................................................................................................... 10-51Using the Context Windows ......................................................................................................... 10-58

Context Synchronization Between the Context Windows and the Navigator ................ 10-59Exception Summary Window................................................................................................. 10-59Exception Details Window...................................................................................................... 10-66Horizontal Plan ......................................................................................................................... 10-70Vertical Plan............................................................................................................................... 10-86Supply/Demand Window ...................................................................................................... 10-88Items Window ......................................................................................................................... 10-133Destinations Window............................................................................................................. 10-139Sources Window ..................................................................................................................... 10-141Supplier Capacity Window................................................................................................... 10-144Supplier Variability Window................................................................................................ 10-148Safety Stock Window ............................................................................................................. 10-149Substitution Chain Window.................................................................................................. 10-149Resources Window................................................................................................................. 10-151Resource Availability Summary Window .......................................................................... 10-155Resource Availability (Details) Window............................................................................. 10-157Resource Requirements Window ......................................................................................... 10-160Supply Chain........................................................................................................................... 10-163Supply Chain Bill .................................................................................................................... 10-164BOM/Routing ......................................................................................................................... 10-166Components Window ............................................................................................................ 10-166Routing Operations Window................................................................................................ 10-169Network Routing Window.................................................................................................... 10-171Where Used Window............................................................................................................. 10-171Co-Product Window .............................................................................................................. 10-172Process Effectivity................................................................................................................... 10-173Key Indicators ......................................................................................................................... 10-175

Implementing Planning Recommendation ............................................................................. 10-184Creating and Implementing Firm Planned Orders............................................................ 10-185Releasing Recommendations ................................................................................................ 10-185Releasing All Recommendations.......................................................................................... 10-187

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Interactive Scheduling Using the Gantt Chart........................................................................ 10-188The Order-Centric View ........................................................................................................ 10-190The Resource-Centric View................................................................................................... 10-191The Late Demand View ......................................................................................................... 10-192Color Codes ............................................................................................................................. 10-192Find Window .......................................................................................................................... 10-192Right-Click Menu Options .................................................................................................... 10-193Viewing Information on an Operation................................................................................ 10-194Specify Resources to Plot in the Lower Pane...................................................................... 10-196Limiting Left Pane Views ...................................................................................................... 10-197Specifying Time Buckets........................................................................................................ 10-198Rescheduling Operations ...................................................................................................... 10-199Firming an Operation............................................................................................................. 10-201Resolving Overload of an Operation................................................................................... 10-202Gantt Chart Menu Options ................................................................................................... 10-204

Planning Detail Report ................................................................................................................ 10-210Accessing Planner Workbench From Oracle Collaborative Planning................................ 10-216

Volume 3

11 Constraint-Based PlanningOverview of Constraint-Based Planning ..................................................................................... 11-2Constraint Types ............................................................................................................................... 11-3

Items ............................................................................................................................................. 11-3Manufacturing Resources........................................................................................................ 11-11Transportation Resources........................................................................................................ 11-27Sourcing Constraints/Suppliers............................................................................................. 11-27

Enabling and Disabling Constraints .......................................................................................... 11-29Setting Hard and Soft Constraints ......................................................................................... 11-30

Setting Constraints for Different Plan Types............................................................................ 11-32Rules Used in Constrained Plans ................................................................................................ 11-33

Look-Ahead Heuristic.............................................................................................................. 11-33Flexible Shift Times .................................................................................................................. 11-36Partial Demand Satisfaction.................................................................................................... 11-39Phantom Routings .................................................................................................................... 11-42

xSplit Planned Orders ................................................................................................................ 11-42Firm Work Orders .................................................................................................................... 11-45Plan Shared Supplies................................................................................................................ 11-46

Enforce Demand Due Date Scheduling ..................................................................................... 11-51Engineering Change Orders Use-Up Effectivity....................................................................... 11-62Forecast Expiration ......................................................................................................................... 11-66Sequence Dependent Steps .......................................................................................................... 11-71

12 Planning in Mixed Mode EnvironmentsOverview of Mixed Mode Manufacturing................................................................................... 12-2Common Features in Hybrid Manufacturing Environments ................................................... 12-3Oracle Project Manufacturing ...................................................................................................... 12-11

Hard and Soft Pegging............................................................................................................. 12-12Supply Chain Project Planning with Hard Pegging............................................................ 12-13Model/Unit Effectivity (Serial Effectivity) ........................................................................... 12-16Project Specific Safety Stock .................................................................................................... 12-18Workflow Based Project Exception Messages ...................................................................... 12-24Project Planning Implementation Steps ................................................................................ 12-24Project Planning Logic ............................................................................................................. 12-27Viewing the Plan....................................................................................................................... 12-31

Oracle Flow Manufacturing .......................................................................................................... 12-32Supply Chain Synchronization............................................................................................... 12-32Support for Flow Schedules .................................................................................................... 12-32Demand Management.............................................................................................................. 12-33Line Design and Balancing...................................................................................................... 12-33Kanban Planning and Execution ............................................................................................ 12-34Product Families ....................................................................................................................... 12-34

Oracle Process Manufacturing ..................................................................................................... 12-35Merged Organization Structure.............................................................................................. 12-35Differences Between Production in OPM and Oracle Applications ................................. 12-37Recommended OPM Organization Structure for Oracle ASCP ........................................ 12-37Merging Effectivities, Formulas, and Routings.................................................................... 12-38Creating a Resource Warehouse............................................................................................. 12-38Unit of Measure......................................................................................................................... 12-39Setting Up and Using OPM Data ........................................................................................... 12-39

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OPM Organizations.................................................................................................................. 12-40Effectivity, Formulas, and Routings ...................................................................................... 12-40Resources ................................................................................................................................... 12-41Plant/Warehouse Relationships ............................................................................................ 12-42MPS Schedule............................................................................................................................ 12-43

Oracle Shop Floor Management .................................................................................................. 12-46Lot-Based Jobs........................................................................................................................... 12-46Coproducts ................................................................................................................................ 12-47Operation Yield......................................................................................................................... 12-52Network Routings .................................................................................................................... 12-54

13 Configure to OrderCTO Enhancements.......................................................................................................................... 13-2Multilevel ATO with Example ...................................................................................................... 13-3Set Up Required to Use Multilevel ATO ................................................................................... 13-10

14 Cross-Instance PlanningOverview of Cross-Instance Planning .......................................................................................... 14-2Instances ............................................................................................................................................. 14-3Collections.......................................................................................................................................... 14-5Cross-Instance Supply Chain Modeling ...................................................................................... 14-6

Modeling Cross-Instance Intransit Lead Times ..................................................................... 14-6Defining Cross-Instance Sourcing Relationships................................................................... 14-8Modeling Cross-Instance Customers and Suppliers ........................................................... 14-10

Cross-Instance Planning................................................................................................................ 14-13Global Available to Promise......................................................................................................... 14-15Cross-Instance Execution .............................................................................................................. 14-16Cross-Instance Data Considerations ........................................................................................... 14-18Purchase Orders and Sales Orders Across Instances............................................................... 14-21

15 Inventory OptimizationOverview of Inventory Optimization ........................................................................................... 15-2Defining an Inventory Plan ............................................................................................................ 15-6Inventory Plan Options ................................................................................................................. 15-11

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The Main Tabbed Region......................................................................................................... 15-12The Organizations Tabbed Region......................................................................................... 15-14The Constraints Tabbed Region ............................................................................................. 15-17Using an Existing Plan as a Supply Schedule for a New Plan ........................................... 15-19Using an Existing Plan as a Demand Schedule For a New Plan........................................ 15-19Selecting Planned Items ........................................................................................................... 15-19Controlling Aggregation.......................................................................................................... 15-19Plan End Date............................................................................................................................ 15-20Setting Constraints.................................................................................................................... 15-20Setting Demand Variability..................................................................................................... 15-21Specifying Sources of Supply and Demand.......................................................................... 15-27

Key Setups and Inputs ................................................................................................................... 15-29Setting Target Service Levels .................................................................................................. 15-29Set Supplier Lead Time Variability ........................................................................................ 15-36Setting Penalty Costs................................................................................................................ 15-38Setting Item Purchase Price by Supplier ............................................................................... 15-39Setting Performance Indicators............................................................................................... 15-40

Viewing Output............................................................................................................................... 15-41Performance Indicators............................................................................................................ 15-41Time-Phased Supply and Demand ........................................................................................ 15-42Safety Stocks and Target Safety Stocks.................................................................................. 15-44Resource Requirements ........................................................................................................... 15-45Material/Resource Availability.............................................................................................. 15-47Reviewing Exception Messages.............................................................................................. 15-48Inventory Optimization Reports ............................................................................................ 15-49

16 Business TopicsOverview of Business Topics.......................................................................................................... 16-2End-Item-Level Substitution .......................................................................................................... 16-3

User Procedures Overview ....................................................................................................... 16-3Define a Substitution Relationship........................................................................................... 16-4Viewing Substitution Display................................................................................................. 16-10Substitution Logic ..................................................................................................................... 16-14End-Item Substitution Features .............................................................................................. 16-17Exception Messages.................................................................................................................. 16-37

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End Item Substitution and Oracle Global Order Promising .............................................. 16-43User-Defined Alternate Decision Rules..................................................................................... 16-44

User-Defined Alternate Decision Rules for Constrained Plans ......................................... 16-44Simulations and User-Defined Decision Rules .................................................................... 16-62User-Defined Alternate Decision Rules for Optimized Plans............................................ 16-63Planning Search Logic.............................................................................................................. 16-67Lead-Times and User-Defined Decision Rules .................................................................... 16-74Pegging and User-Defined Decision Rules........................................................................... 16-75Exception Messages.................................................................................................................. 16-75

Organization Security ................................................................................................................... 16-77User Procedure Flow ............................................................................................................... 16-77Organization Validation .......................................................................................................... 16-79Supply Chain Plan Names Form............................................................................................ 16-79Plan Options Form ................................................................................................................... 16-79Example...................................................................................................................................... 16-79

Key Performance Indicators ......................................................................................................... 16-81Inventory Turns ........................................................................................................................ 16-83Margin Percentage.................................................................................................................... 16-84Planned Utilization................................................................................................................... 16-84On Time Delivery ..................................................................................................................... 16-84Margin ........................................................................................................................................ 16-85Cost Breakdown........................................................................................................................ 16-85Service Level.............................................................................................................................. 16-86Inventory Value ........................................................................................................................ 16-87KPI Setup ................................................................................................................................... 16-87Tracking Plan Performance Using KPIs ................................................................................ 16-89Making Improvements Based on KPIs .................................................................................. 16-89

Supplier Acknowledgement for a Rescheduled Purchase Order ......................................... 16-92Setting Demand to Supply Planning Automation ................................................................... 16-94Setting Supplier Collaboration Automation ............................................................................. 16-95

A Profile OptionsProfile Options Introduction ........................................................................................................... A-2INV Profile Options ........................................................................................................................... A-4MRP Profile Options.......................................................................................................................... A-5

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MSC Profile Options ........................................................................................................................ A-11MSD Profile Options ....................................................................................................................... A-29MSO Profile Options ....................................................................................................................... A-32MSR Profile Options ........................................................................................................................ A-56

B FlexfieldsOverview of ASCP Flexfields ........................................................................................................... B-2Applying Flexfields to Different Versions of Oracle RDBMS .................................................. B-4

C Control FilesSetup Data Control Files ................................................................................................................... C-2Supply Control Files .......................................................................................................................... C-4Demand Control Files ........................................................................................................................ C-5User-Defined Keys.............................................................................................................................. C-6

Glossary

Index

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Send Us Your CommentsOracle Advanced Planning Implementation and Users Guide, Release 11iPart No. B10144-05

Oracle welcomes your comments and suggestions on the quality and usefulness of this document. Your input is an important part of the information used for revision.

Did you find any errors? Is the information clearly presented? Do you need more information? If so, where? Are the examples correct? Do you need more examples? What features did you like most?

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Preface

Welcome to the Oracle Advanced Planning Implementation and Users Guide, Release 11i.

This guide assumes you have a working knowledge of the following:

The principles and customary practices of your business area.

Oracle Self-Service Web Applications.

To learn more about Oracle Self-Service Web Applications, read the Oracle Self-Service Web Applications Implementation Manual.

The Oracle Applications graphical user interface.

To learn more about the Oracle Applications graphical user interface, read the Oracle Applications Users Guide.

If you have never used Oracle Advanced Planning, Oracle suggests you attend one or more of the Oracle Applications training classes available through Oracle University.

See Other Information Sources for more information about Oracle Applications product information.

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How To Use This GuideThe Oracle Advanced Planning Implementation and Users Guide contains the information you need to understand and use Oracle Advanced Planning. This guide contains 16 chapters and three appendices:

Chapter 1 provides an overview of Oracle Advanced Supply Chain Planning and Oracle Inventory Optimization.

Chapter 2 describes setup tasks.

Chapter 3 describes Oracle Advanced Planning suite information flows and the relationship of planner tasks and Oracle Advanced Supply Chain Planning functions.

Chapter 4 describes the collections architecture and process.

Chapter 5 describes the types of plans and how to set them up.

Chapter 6 describes how to set up the supply chain.

Chapter 7 describes how to simulate plan changes.

Chapter 8 describes optimized plans.

Chapter 9 describes exception messages.

Chapter 10 describes the Planner Workbench form.

Chapter 11 describes constrained plans.

Chapter 12 describes how to plan in various manufacturing environments.

Chapter 13 describes configure-to-order planning.

Chapter 14 describes cross-instance planning.

Chapter 15 describes Oracle Inventory Optimization.

Chapter 16 describes various other functionality.

Appendix A describes all profile options in the Oracle Advanced Planning suite.

Appendix B describes flexfields.

Appendix C describes control files and user-defined keys.

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Documentation Accessibility Our goal is to make Oracle products, services, and supporting documentation accessible, with good usability, to the disabled community. To that end, our documentation includes features that make information available to users of assistive technology. This documentation is available in HTML format, and contains markup to facilitate access by the disabled community. Standards will continue to evolve over time, and Oracle is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers. For additional information, visit the Oracle Accessibility Program Web site at http://www.oracle.com/accessibility/

Accessibility of Code Examples in DocumentationJAWS, a Windows screen reader, may not always correctly read the code examples in this document. The conventions for writing code require that closing braces should appear on an otherwise empty line; however, JAWS may not always read a line of text that consists solely of a bracket or brace.

Accessibility of Links to External Web Sites in Documentation This documentation may contain links to Web sites of other companies or organizations that Oracle does not own or control. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites.

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Other Information SourcesYou can choose from many sources of information, including documentation, training, and support services, to increase your knowledge and understanding of Oracle Advanced Planning.

If this guide refers you to other Oracle Applications documentation, use only the Release 11i versions of those guides.

Online DocumentationAll Oracle Applications documentation is available online (HTML or PDF).

PDF Documentation- See the Online Documentation CD for current PDF documentation for your product with each release. This Documentation CD is also available on OracleMetaLink and is updated frequently.

Online Help - You can refer to Oracle Applications Help for current HTML online help for your product. Oracle provides patchable online help, which you can apply to your system for updated implementation and end user documentation. No system downtime is required to apply online help.

Release Content Document - See the Release Content Document for descriptions of new features available by release. The Release Content Document is available on OracleMetaLink.

About document - Refer to the About document for information about your release, including feature updates, installation information, and new documentation or documentation patches that you can download. The About document is available on OracleMetaLink.

Related GuidesOracle Advanced Planning shares business and setup information with other Oracle Applications products. Therefore, you may want to refer to other guides when you set up and use Oracle Advanced Planning.

You can read the guides online by choosing Library from the expandable menu on your HTML help window, by reading from the Oracle Applications Document Library CD included in your media pack, or by using a Web browser with a URL that your system administrator provides.

If you require printed guides, you can purchase them from the Oracle Store at http://oraclestore.oracle.com.

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Guides Related to All Products

Oracle Applications Users GuideThis guide explains how to enter data, query, run reports, and navigate using the graphical user interface (GUI). This guide also includes information on setting user profiles, as well as running and reviewing reports and concurrent processes.

You can access this users guide online by choosing Getting Started with Oracle Applications from any Oracle Applications help file.

Guides Related to This Product

Oracle Bills of Material User's GuideThis guide describes how to create various bills of materials to maximize efficiency, improve quality and lower cost for the most sophisticated manufacturing environments. By detailing integrated product structures and processes, flexible product and process definition, and configuration management, this guide enables you to manage product details within and across multiple manufacturing sites.

Oracle Business Intelligence System Implementation GuideThis guide provides information about implementing Oracle Business Intelligence (BIS) in your environment.

Oracle Daily Business Intelligence 11i Online HelpThis guide is provided as online help only from the BIS application and includes information about intelligence reports, Discoverer workbooks, and the Performance Management Framework. It describes a reporting framework that senior managers and executives can use to see a daily summary of their business. Supply chain professionals use Oracle Supply Chain Intelligence to monitor supply chain performance in the areas of manufacturing and distribution operations (product gross margin, annualized inventory turns, inventory value), fulfillment (lines shipped, lines shipped late, value shipped, book to ship days, current past due value), shipping (lines shipped, lines shipped late, value shipped, change in lines shipped, change in lines shipped late, change in value shipped), and order management (product bookings, current backlog, book to fulfill ratio, average line value, average discount, return rate).

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Oracle Capacity User's GuideThis guide describes how to validate a material plan by verifying that there are resources sufficient to perform the planned work for repetitive and discrete jobs. Using finite capacity planning techniques, you learn how to use rough-cut capacity planning to validate a master schedule and capacity planning to validate the material plan.

Oracle Collaborative Planning Implementation and Users GuideThis guide describes the information you need to understand and use Oracle Collaborative Planning to communicate, plan, and optimize supply and demand information for trading partners across the supply chain.

Oracle Demand Planning User's GuideThis guide describes how to use Oracle Demand Planning, an Internet-based solution for creating and managing forecasts.

Oracle Demand Planning Installation and Configuration GuideThis guide describes the information that you need to install Oracle Demand Planning.

Oracle Enterprise Asset Management Users GuideThis guide describes the information you need to understand and use Oracle Enterprise Asset Management to plan, schedule, and track the costs of asset maintenance.

Oracle Flow Manufacturing User's GuideThis guide describes how to use Oracle's Flow Manufacturing functionality to support the processes of flow manufacturing. It describes design features of demand management, line design and balancing, and kanban planning. It also describes production features of line scheduling, production, and kanban execution.

Oracle Flow Manufacturing Implementation ManualThis manual contains overviews, as well as task and reference information, for implementing Oracle Flow Manufacturing.

Oracle Global Order Promising Implementation and User's GuideThis guide describes how to use Oracle Global Order Promising for sophisticated, fast, accurate, and flexible order promising.

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Oracle interMedia User's Guide and ReferenceThis user guide and reference provides information about Oracle interMedia. This product enables Oracle9i to store, manage, and retrieve geographic location information, images, audio, video, or other heterogeneous media data in an integrated fashion with other enterprise information. Oracle Trading Community Architecture Data Quality Management uses interMedia indexes to facilitate search and matching.

Oracle Inventory User's GuideThis guide describes how to define items and item information, perform receiving and inventory transactions, maintain cost control, plan items, perform cycle counting and physical inventories, and set up Oracle Inventory.

Oracle Manufacturing APIs and Open Interfaces ManualThis manual contains up-to-date information about integrating with other Oracle Manufacturing applications and with your other systems. This documentation includes API's and open interfaces found in Oracle Manufacturing.

Oracle Manufacturing Scheduling User's GuideThis guide describes how to use a the web-based scheduling product to graphically view and schedule discrete jobs and their operations based on user-defined objectives, priorities, resources, and material constraints.

Oracle Master Scheduling/MRP and Oracle Supply Chain Planning User's GuideThis guide describes how to anticipate and manage both supply and demand for your items. Using a variety of tools and techniques, you can create forecasts, load these forecasts into master production schedules, and plan your end-items and their component requirements. You can also execute the plan, releasing and rescheduling planning suggestions for discrete jobs and repetitive schedules.

Oracle Order Management Suite APIs and Open Interfaces ManualThis manual contains up-to-date information about integrating with other Oracle Manufacturing applications and with your other systems. This documentation includes API's and open interfaces found in Oracle Order Management Suite.

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Oracle Order Management Users GuideThis guide describes the necessary information you need to use and comprehend Oracle Order Management.

Oracle Process Manufacturing Implementation GuideThis guide describes the information you need to understand and use Oracle Process Manufacturing.

Oracle Process Manufacturing Integration with Advanced Planning and Scheduling Users GuideThis guide describes the information you need to understand and use to integrate Oracle Process Manufacturing with the Oracle Advanced Planning suite.

Oracle Project Manufacturing User's GuideThis guide describes the unique set of features Oracle Project Manufacturing provides for a project-based manufacturing environment. Oracle Project Manufacturing can be tightly integrated with Oracle Projects. However, in addition to Oracle Projects functionality, Oracle Project Manufacturing provides a comprehensive set of new features to support project sales management, project manufacturing costing, project manufacturing planning, project manufacturing execution and project quality management.

Oracle Project Manufacturing Implementation ManualThis manual describes the setup steps and implementation for Oracle Project Manufacturing.

Oracle Purchasing Users GuideThis guide describes the information you need to understand and use Oracle Purchasing.

Oracle Self-Service Web Applications Implementation ManualThis manual describes the setup steps for Oracle Self-Service Web Applications and the Web Applications dictionary.

Oracle Shopfloor Management Users GuideThis guide describes the information you need to understand and use Oracle Shopfloor Management to manage complex shop floor information

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Oracle Work in Process User's GuideThis guide describes how Oracle Work in Process provides a complete production management system. Specifically this guide describes how discrete, repetitive, assemble-to-order, project, flow, and mixed manufacturing environments are supported.

Oracle Workflow Users GuideThis guide describes how to define new workflow business processes as well as customize existing Oracle Applications-embedded workflow processes. You also use this guide to complete the setup steps necessary for any Oracle Applications product that includes workflow-enabled processes.

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Installation and System Administration

Oracle Applications ConceptsThis guide provides an introduction to the concepts, features, technology stack, architecture, and terminology for Oracle Applications Release 11i. It provides a useful first book to read before an installation of Oracle Applications. This guide also introduces the concepts behind Applications-wide features such as Business Intelligence (BIS), languages and character sets, and Self-Service Web Applications.

Installing Oracle ApplicationsThis guide provides instructions for managing the installation of Oracle Applications products. In Release 11i, much of the installation process is handled using Oracle Rapid Install, which minimizes the time to install Oracle Applications and the Oracle technology stack by automating many of the required steps. This guide contains instructions for using Oracle Rapid Install and lists the tasks you need to perform to finish your installation. You should use this guide in conjunction with individual product user guides and implementation guides.

Oracle Applications Implementation Wizard User GuideIf you are implementing more than one Oracle product, you can use the Oracle Applications Implementation Wizard to coordinate your setup activities. This guide describes how to use the wizard.

Upgrading Oracle ApplicationsRefer to this guide if you are upgrading your Oracle Applications Release 10.7 or Release 11.0 products to Release 11i. This guide describes the upgrade process and lists database and product-specific upgrade tasks. You must be either at Release 10.7 (NCA, SmartClient, or character mode) or Release 11.0, to upgrade to Release 11i. You cannot upgrade to Release 11i directly from releases prior to 10.7.

About DocumentFor information about implementation and user documentation, instructions for applying patches, new and changed setup steps, and descriptions of software updates, refer to the About document for your product. About documents are available on OracleMetaLink for most products starting with Release 11.5.8.

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Maintaining Oracle ApplicationsUse this guide to help you run the various AD utilities, such as AutoUpgrade, AutoPatch, AD Administration, AD Controller, AD Relink, License Manager, and others. It contains how-to steps, screenshots, and other information that you need to run the AD utilities. This guide also provides information on maintaining the Oracle applications file system and database.

Oracle Applications System Administrators GuideThis guide provides planning and reference information for the Oracle Applications System Administrator. It contains information on how to define security, customize menus and online help, and manage concurrent processing.

Oracle Alert Users GuideThis guide explains how to define periodic and event alerts to monitor the status of your Oracle Applications data.

Oracle Applications Developers GuideThis guide contains the coding standards followed by the Oracle Applications development staff and describes the Oracle Application Object Library components that are needed to implement the Oracle Applications user interface described in the Oracle Applications User Interface Standards for Forms-Based Products. This manual also provides information to help you build your custom Oracle Forms Developer forms so that the forms integrate with Oracle Applications.

Oracle Applications User Interface Standards for Forms-Based ProductsThis guide contains the user interface (UI) standards followed by the Oracle Applications development staff. It describes the UI for the Oracle Applications products and how to apply this UI to the design of an application built by using Oracle Forms.

Other Implementation Documentation

Oracle Applications Product Update NotesUse this guide as a reference for upgrading an installation of Oracle Applications. It provides a history of the changes to individual Oracle Applications products between Release 11.0 and Release 11i. It includes new features, enhancements, and changes made to database objects, profile options, and seed data for this interval.

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Oracle Workflow Administrator's GuideThis guide explains how to complete the setup steps necessary for any Oracle Applications product that includes workflow-enabled processes, as well as how to monitor the progress of runtime workflow processes.

Oracle Workflow Developer's GuideThis guide explains how to define new workflow business processes and customize existing Oracle Applications-embedded workflow processes. It also describes how to define and customize business events and event subscriptions.

Oracle Workflow User's GuideThis guide describes how Oracle Applications users can view and respond to workflow notifications and monitor the progress of their workflow processes.

Oracle Workflow API ReferenceThis guide describes the APIs provided for developers and administrators to access Oracle Workflow.

Oracle Applications Flexfields GuideThis guide provides flexfields planning, setup and reference information for the Oracle Advanced Planning implementation team, as well as for users responsible for the ongoing maintenance of Oracle Applications product data. This guide also provides information on creating custom reports on flexfields data.

Oracle eTechnical Reference ManualsEach eTechnical Reference Manual (eTRM) contains database diagrams and a detailed description of database tables, forms, reports, and programs for a specific Oracle Applications product. This information helps you convert data from your existing applications, integrate Oracle Applications data with non-Oracle applications, and write custom reports for Oracle Applications products. Oracle eTRM is available on OracleMetalink

Oracle Applications Message ManualThis manual describes all Oracle Applications messages. This manual is available in HTML format on the documentation CD-ROM for Release 11i.

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Training and Support

TrainingOracle offers a complete set of training courses to help you and your staff master Oracle Advanced Planning and reach full productivity quickly. These courses are organized into functional learning paths, so you take only those courses appropriate to your job or area of responsibility.

You have a choice of educational environments. You can attend courses offered by Oracle University at any one of our many education centers, you can arrange for our trainers to teach at your facility, or you can use Oracle Learning Network (OLN), Oracle University's online education utility. In addition, Oracle training professionals can tailor standard courses or develop custom courses to meet your needs. For example, you may want to use your organization structure, terminology, and data as examples in a customized training session delivered at your own facility.

SupportFrom on-site support to central support, our team of experienced professionals provides the help and information you need to keep Oracle Advanced Planning working for you. This team includes your technical representative, account manager, and Oracles large staff of consultants and support specialists with expertise in your business area, managing an Oracle server, and your hardware and software environment.

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Do Not Use Database Tools to Modify Oracle Applications DataOracle STRONGLY RECOMMENDS that you never use SQL*Plus, Oracle Data Browser, database triggers, or any other tool to modify Oracle Applications data unless otherwise instructed.

Oracle provides powerful tools you can use to create, store, change, retrieve, and maintain information in an Oracle database. But if you use Oracle tools such as SQL*Plus to modify Oracle Applications data, you risk destroying the integrity of your data and you lose the ability to audit changes to your data.

Because Oracle Applications tables are interrelated, any change you make using Oracle Applications can update many tables at once. But when you modify Oracle Applications data using anything other than Oracle Applications, you may change a row in one table without making corresponding changes in related tables. If your tables get out of synchronization with each other, you risk retrieving erroneous information and you risk unpredictable results throughout Oracle Applications.

When you use Oracle Applications to modify your data, Oracle Applications automatically checks that your changes are valid. Oracle Applications also keeps track of who changes information. If you enter information into database tables using database tools, you may store invalid information. You also lose the ability to track who has changed your information because SQL*Plus and other database tools do not keep a record of changes.

About OracleOracle develops and markets an integrated line of software products for database management, applications development, decision support, and office automation, as well as Oracle Applications, an integrated suite of more than 160 software modules for financial management, supply chain management, manufacturing, project systems, human resources and customer relationship management.

Oracle products are available for mainframes, minicomputers, personal computers, network computers and personal digital assistants, allowing organizations to integrate different computers, different operating systems, different networks, and even different database management systems, into a single, unified computing and information resource.

Oracle is the worlds leading supplier of software for information management, and the worlds second largest software company. Oracle offers its database, tools, and applications products, along with related consulting, education, and support services, in over 145 countries around the world.

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Your FeedbackThank you for using Oracle Advanced Planning and this user guide.

Oracle values your comments and feedback. In this guide is a readers comment form that you can use to explain what you like or dislike about Oracle Advanced Planning or this user guide. Send comments to us in by electronic mail on [email protected].

Overview 1-1

1Overview

This chapter includes:

Oracle Advanced Planning Suite on page 1-2

Oracle Advanced Supply Chain Planning on page 1-3

Oracle Inventory Optimization on page 1-5

Oracle Advanced Planning Suite

1-2 Oracle Advanced Planning Implementation and Users Guide

Oracle Advanced Planning SuiteThe Oracle Advanced Planning suite includes the following products:

Oracle Advanced Supply Chain Planning (ASCP)

Oracle Collaborative Planning

Oracle Demand Planning

Oracle Global Order Promising

Oracle Inventory Optimization

Oracle Manufacturing Scheduling

This document covers Oracle Advanced Supply Chain Planning and Oracle Inventory Optimization.

Oracle Advanced Supply Chain Planning

Overview 1-3

Oracle Advanced Supply Chain PlanningOracle Advanced Supply Chain Planning (ASCP) is a comprehensive, Internet-based planning solution that decides when and where supplies (for example, inventory, purchase orders and work orders) should be deployed within an extended supply chain. This is the supply planning function. Oracle ASCP addresses the following key supply planning issues:

How do I plan my supply chain in the least amount of time possible?

How do I minimize the number of plans and iterations?

How do I plan my entire supply chain?

How do I involve my trading partners?

How can I access my plan from anywhere?

How do I keep improving my plans?

How can I plan all manufacturing methods?

The key capabilities of Oracle ASCP are:

Holistic Optimization, Planning, and Scheduling. Oracle ASCP can plan all supply chain facilities simultaneously. Short-term detailed scheduling and long-term aggregate planning are supported within a single plan. This single plan also supports multiple manufacturing methods, including discrete, flow, project, and process manufacturing.

Finite Capacity Planning and Scheduling. Oracle ASCP generates feasible supply chain plans that consider both resource and material constraints.

Optimization. Users can easily configure Oracle ASCP to optimize specific business criteria. No programming is necessary to access Oracle ASCP's powerful mathematical optimization capabilities.

Backward Compatibility. Oracle ASCP's component architecture allow it to be deployed against any combination of Oracle 11 and Oracle 11i transaction systems.

Workflow-Driven Exception Messaging. Oracle ASCP's exception messages alert planners to critical issues across the extended supply chain. Workflows that drive these exceptions route data to and feedback from trading partners as required, thus effectively involving them in the supply chain planning process.

Global Accessibility. Oracle ASCP's database-centric architecture stores plan data in a central planning server database. These data are accessible from

Oracle Advanced Supply Chain Planning


anywhere via a simple browser. It is possible for multiple planners to simultaneously access data from a single plan.

Integrated Planning and Execution. Oracle ASCP's Advanced Planner Workbench user interface not only displays plan results, but also allows planners to execute planning recommendations. Planners do not have to move to the transaction system to perform plan execution.

Simulation Capability. Oracle ASCP allows many types of changes to supply, demand, plan options, and resource profiles to simulate changing business conditions. You can generate a plan considering all the changes that have been entered via the Planners Workbench. Unlimited numbers of scenarios can be simulated and compared using online planning, copy plans, and exceptions. Examples of the types of changes are firming, changing sources, modifying quantities and dates, modifying priorities, modifying resource availability, modifying supplier capacity, and modifying objective weights.


Overview 1-5

Oracle Inventory OptimizationOracle Inventory Optimization is a comprehensive, Internet-based inventory planning solution that determines, on the basis of demand, supply and lead-time variabilities, when and where to hold inventories across the supply chain and extended supply chain so as to attain desired customer service levels. Oracle Inventory Optimization is a strategic planning tool that addresses the following key business issues:

How can I improve customer service while reducing inventory?

How can I make inventory postponement decisions?

How can I manage demand and supply variability?

How can I identify my strategic sources?

Key capabilities of Oracle Inventory Optimization are:

Considers Demand and Supply lead time variability. Oracle's exclusive stochastic optimization technology allows the interdependence of demand and supplier lead time variabilities to be accounted for when generating time-phased safety stock recommendations.

What-if Capability. Oracle Inventory Optimization allows multiple inventory planning scenarios (featuring, for example, different sets of customer service levels, different demand/supply variabilities) to be quickly evaluated, and the results to be graphically compared.

Integration to Oracle Advanced Supply Chain Planning. The safety stock recommendations of Oracle Inventory Optimization can be automatically fed into Oracle Advanced Supply Chain Planning to drive tactical supply chain planning decisions.

Setting Up 2-1

2Setting Up

This chapter includes:

Setup Overview on page 2-2

Hardware Configuration on page 2-3

Setup Flowchart on page 2-8

Setup Steps for the Source on page 2-10

Setup Steps for the Destination on page 2-15

Setup Overview


Setup OverviewThis section describes setup steps for Oracle Advanced Supply Chain Planning and Oracle Inventory Optimization.

Set up for Oracle Demand Planning and Oracle Global Order Promising is briefly covered for the sake of completeness, but is described fully in the Oracle Demand Planning Installation and Configuration Guide and the Oracle Global Order Promising Users Guide.

Hardware Configuration

Setting Up 2-3

Hardware ConfigurationThe first step in the setup process is to decide on the overall hardware configuration.

Oracle Advanced Planning Suite has a component architecture that separates the transaction data and associated processing (for example, inventory receipts and order entry) in a source instance from the planning calculations done in a destination instance. This allows planning calculations to be done on a different physical machine than the machine that performs transactions and results in better system response. It also allows planning calculations (demand planning, inventory planning, supply planning and order promising) to be applied simultaneously to information from across multiple source instances, which is useful when transaction information for a global supply chain is spread across multiple instances. Oracle Demand Planning also uses a third instance, an Express database, to hold data while multi-dimensional manipulation of demand data occurs.

The source can be any ERP system, but out-of-the-box integration to the Oracle Advanced Planning Suite destination instance (planning server) exists if the source is Oracle Applications Release 11.0 or 11i. The planning server is an 11i instance.

Both source and destination database instances must be on the same major release of the Oracle database; see Setup Flowchart on page 2-8.

One-Machine ImplementationFor small implementations, source, destination, and Express can reside on the same machine and be in the same instance. The following figure illustrates this configuration.

Note: ASCP means Advanced Supply Chain Planning and DP means Demand Planning.



Figure 21 Single Machine Deployment Configuration

Two-Machine ImplementationFor larger implementations where system throughput is more important, the various instances can be deployed on separate machines. A two-machine deployment configuration is appropriate when the size of the demand planning data is relatively small. The following figure illustrates this configuration.


Setting Up 2-5

Figure 22 Two-machine Deployment Configuration

Three-Machine ImplementationA three-machine deployment allows for the manipulation of high-dimensionality, large-scale demand planning data to occur on a machine separate from the planning calculations done on the planning server. The following figure illustrates this configuration.



Figure 23 Three-machine Deployment Configuration

Four-Machine ImplementationThe Advanced Supply Chain Planning concurrent manager may also be deployed on a separate machine. This creates even greater system performance. The following figure illustrates the four-machine implementation.


Setting Up 2-7

Figure 24 Four-machine APS deployment configuration

In all deployment configurations, a collection process brings data from the source to the destination (planning server). A build process brings data from the planning server to the Express engine. A separate collection process takes data from the Express engine back to the planning server. Finally, a publish process takes data from the planning server back to the source Oracle Applications instance.

Global Order Promising and Inventory Optimization planning calculations are also performed on the planning server.

Setup Flowchart


Setup FlowchartSet up for Oracle Advanced Planning Suite consists of steps for the source, steps for the destination, and steps for Express. Steps for Express are covered in the Oracle Demand Planning Installation and Configuration Guide.

Oracle Advanced Planning (consisting of the modules Oracle Advanced Supply Chain Planning, Oracle Demand Planning, Oracle Global Order Promising, Oracle Inventory Optimization, and Oracle Collaborative Planning) employs a component architecture in which transaction processing and planning occurs in separate database instancesthe source instance and the destination instance. If you deploy any Oracle Advanced Planning module using this multi-instance configuration, please note this important restriction

Both source and destination database instances must be on the same major release of the Oracle database; either both instances must be on Oracle 8i or both instances must be on Oracle 9i. The configuration source on 8i with destination on 9i is not supported and the configuration source on 9i with destination on 8i is not supported.

The following figure is a flowchart illustrating the source and destination setup steps.

Setup Flowchart

Setting Up 2-9

Figure 25 Source and Destination Instance Setup

Setup Steps for the Source


Setup Steps for the SourceOracle Advanced Planning (consisting of the modules Oracle Advanced Supply Chain Planning, Oracle Demand Planning, Oracle Global Order Promising, Oracle Inventory Optimization, and Oracle Collaborative Planning) employs a component architecture in which transaction processing and planning occurs in separate database instancesthe source instance and the destination instance. If you deploy any Oracle Advanced Planning module using this multi-instance configuration, please note this important restriction

Both source and destination database instances must be on the same major release of the Oracle database; either both instances must be on Oracle 8i or both instances must be on Oracle 9i. The configuration source on 8i with destination on 9i is not supported and the configuration source on 9i with destination on 8i is not supported.

1. Install the source instance patch

Before beginning the functional setup of the source instance(s), a patch must be applied that will create several new concurrent programs, flexfields, profile options, and database objects on the source database. The patch that is required is determined by the versions of the application and database on the sour

115APS

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