Auto Scheduling and Reservation without ATP in R12

Scheduling: Scheduling is an action performed on an order line or a group of lines. The action performs the following:

• Determines the source (warehouse) for the order line. If the warehouse is entered on the line, either manually or using defaulting rules, the scheduling action uses the requested warehouse and the other scheduling results are based on it. If the warehouse is blank, the scheduling action determines the best warehouse based on the sourcing rules. This functionality includes ATO models.
• Determines the schedule ship date, the schedule arrival date, the delivery lead time and the shipping method.
• Makes the line visible to the planning applications and consumes supply for the item.

·         If the reservation time fence is set and the schedule ship date is within the reservation time fence, automatically reserves the line

Terminology: Understanding the following terms will help you understand how scheduling works in Oracle Order Management.

• 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.
• ATP Date: The date that a requested quantity will be available to promise.
• Delivery Lead Time: Time, in days, for items to reach the customer once they are shipped.
• Demand: Requests which consume inventory such as sales orders. Discrete manufacturing work orders and flow manufacturing schedules place demand for component items, and sales orders place demand for finished goods.
• Line Set: A set of lines which can be grouped into a Ship Set or Arrival Set.
• Override ATP: An action that allows authorized users to schedule the line even if there is no supply. Overriding ATP requires users to find supply manually.
• Promise Date: The date on which you agree you can ship the products to your customer or that your customer will receive the products. This field is for tracking purposes only. It may be defaulted from the schedule ship date or the schedule arrival date.
• Request Date: The date the customer requests that the products be either shipped or received.
• Reservation: A guaranteed allotment of product to a specific sales order. Once reserved, the product cannot be allocated to any other source of demand. Also known as a hard reservation.
• Reservation modes: Choose one of three reservation strategies when using Reserve Orders: Fair Share, Percentage, or Partial.
• Reservation Time Fence: Time, in days, before the schedule date, within which a line should be automatically reserved.
• Reservation Types: Using Reserve orders, you can choose whether the reservation run should simulate the reservation strategy, or commit the reservations.
• Reserve Orders: A concurrent program that attempts to reserve all those order lines specified in the search criteria in a batch process.
• Schedule Arrival Date: The date returned by the system on which your customer can receive the products.
• Schedule Ship Date: The date returned by the system on which you can ship the products.
• Scheduling Across Orders: The ability to perform scheduling actions on lines from multiple orders. With Scheduling Across Orders, users can schedule, unschedule, reserve, unreserve and perform ATP checks on lines across orders.
• Scheduling parameters: Scheduling attributes are added to the OM System Parameters
• Ship Set: A set of lines which will be shipped together from the same warehouse to the same location.
• Sourcing: Selecting the warehouse for the order lines.
• Supply: Incoming inventory. Some Oracle transactions that generate supply are purchase orders, discrete manufacturing work orders and flow manufacturing schedules.

NUMBER OF WAYS TO SCHEDULE:

• Autoschedule - The line is scheduled when it is saved. A line can be saved manually by the user or will automatically be saved when the user leaves the line. If either the Autoschedule check box on the order transaction type is checked or the OM: Autoschedule profile option is Yes, the sales order will be opened in Autoschedule mode. You can turn Autoschedule on or off from
the sales order form by going to the Tools menu. Note that if autoschedule is turned on the availability window is automatically displayed when the sales order form is opened. The user can close the availability window, but the lines will still be autoscheduled unless the autoschedule check box on the tools menu is unchecked.

• Manual - You can access the scheduling sub menu either by selecting schedule from the list of activities on the tools menu or by placing your cursor on a line and pressing the right mouse button. Selecting schedule from these menus will trigger the scheduling action. If the action is selected from the order header tab, all the lines on the order will be scheduled. If the action is selected
from the lines tab, it applies only to the line or group of lines selected.

• Scheduling Concurrent Program - This program selects all lines which are eligible for scheduling and attempts to schedule them. The user can select orders based on the order number

Profiles: The following profile options affect scheduling functionality:

OM: Autoschedule: Possible values are yes or no. If set to yes, the availability window is displayed when the sales order window is opened and scheduling occurs automatically as each order line is saved. This profile applies only to standard items. It applies to lines entered through Order Import.

OM: Auto Push Group Date: Possible values are yes and no. If the value is yes and a line is added to a scheduled configuration, and the new line cannot be scheduled on the date that the rest of the configuration is scheduled, then the system will try to reschedule the complete configuration at a different time. If the value is no and the new line cannot be scheduled, then scheduling for the new line will fail and the rest of the configuration will not be affected.

OM: Scheduling Role: This pertains to Scheduling Across Orders. Possible values are CSR only, CSR and Scheduler, and Scheduler only. This can be set at either the Responsibility or User level. This profile option determines which tabs can be accessed on the Find window of the Order Organizer. If set to CSR only, there is access to the tabs pertaining to the sales order, but no access to the Scheduling tab. If set to CSR and Scheduler, there is access to all tabs, including the tabs for CSRs and the one for schedulers. If set to Scheduler only, there is access to only the Scheduling tab.

RESERVATIONS

Reservation Time Fence - This may be any positive integer numeric value. When a line is scheduled it is also automatically reserved whenever the schedule date is within the reservation time fence. This is one of the order management system parameter. For auto reserving this system parameter is required to be set.

Reservations are performed automatically whenever a line is scheduled and the schedule date is within the reservation time fence.
 For example, suppose the today’s date is November 25th. An order line is scheduled for December 1st, whichis 6 days away. If the reservation time fence is 10, the line will be reserved because 6 < 10. If the reservation time fence is 2, the line will not be reserved because 6 >2. If the reservation time fence is NULL, then lines will not be automatically reserved. The reservation time fence is set using the profile option OM: Reservation Time Fence.
When you create reservations manually on the sales order form or automatically using the reservation time fence, the items are reserved at the warehouse level with no inventory details specified. You can specify inventory details for a reservation
by using inventory’s reservation details form. To access the form from the sales order form, go to the tools menu and select scheduling. From the list of options select Reservation Details. A form will appear which allows you to reserve by lot,
revision, subinventory and/or locator. You can only access the reservation details form for lines that are scheduled.