Practices for Lesson 4:

Global Order Promising

Overview

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 4: Global Order Promising EDAG0004.DOCX

Effective 07/06/2016 Page 1 of 12 Rev 1
Practices for Lesson 4
Distribution
Job Title*

Ownership
The Job Title [list@YourCompany.com?Subject=Practices for Lesson 4: Global Order
Promising: EDAG0004.docx] is responsible for ensuring this document is necessary, reflects
actual practice, and supports corporate policy.

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 4: Global Order Promising EDAG0004.DOCX

Effective 07/06/2016 Page 2 of 12 Rev 1
Demonstration 4-1: View Sourcing and Set Up Exclusions for Models
Overview
Understand how a model’s sourcing and rules have been set up, especially sourcing exclusions.
In this demonstration, you will view sourcing rule setups for a model, add an exclusion, and
understand the key features in the setup that are relevant for promising CTO items.

Prerequisites
The trainee is already familiar with sourcing rules as these topics are covered in the Order-to-
Cash course.

User Login: scm00.Instructor

Steps:

Review Sourcing Rules and Assignment Set

1. In the Navigator, click Order Promising under Value Chain Planning.
2. On the Overview page, open the Tasks panel tab and select the Manage Sourcing Rules
task.
3. Enter M-002 in the Name field and click Search. Do not click the Edit button yet.
4. Click View Assignment Sets.
5. In the Assignment Sets window, select GlobalOrderPromising. Note that there may be
more than one. Select any of them.
6. On the Edit Assignment Set page, click the Query By Example icon and search for the
sourcing rule assigned to model item AT6751000. What sourcing rules are associated with
this item? What is the assignment level of each? Click the Cancel button to return to the
sourcing rule that you selected in step 3.
7. On the Manage Sourcing Rules page, click the Edit icon.
8. On the Edit Sourcing Rule page, scroll to the right to find the Exclude for Options and
Option Classes column.
9. Click the pencil icon to bring up the Manage Exclude for Options and Option Classes
dialog box.
10. In the Manage Exclude for Option and Option Classes dialog box, select the Actions menu,
and select Add Row.
11. Click the down arrow in the Options and Options Classes column and select Search.
12. Type OC4751110 in the Options and Option Classes search field.
13. Click the Search button.
14. Select the OC4751110 search result and click OK. You will see the item in the list. Note
that you can add more component exclusions if desired.
15. Click OK to close the window. You will see the exclusion in the Exclude for Options and
Option Classes column. The Make at source 002 is excluded when the option item
OC4751110 is part of the model configuration.
16. Do not save the change to the sourcing rule. Click Cancel to return to the search page.

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 4: Global Order Promising EDAG0004.DOCX

Effective 07/06/2016 Page 3 of 12 Rev 1
Demonstration Complete
You have completed the demonstration for viewing sourcing rules and setting up exclusions for
models.

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 4: Global Order Promising EDAG0004.DOCX

Effective 07/06/2016 Page 4 of 12 Rev 1
Practice 4-1: View Sourcing and ATP Rules for Models
Overview
Understand how a model’s sourcing and ATP rules were set up, especially sourcing exclusions.
In this practice, you will view ATP and sourcing rule setups for a model and understand the key
features in the setup that are relevant for promising CTO items.

Prerequisites
You are already familiar with ATP and sourcing Rules as these topics are covered in the Order-
to-Cash course.

User Login: scmXX.student (XX is the student number assigned to you)

Steps:

Review Sourcing Rules and Assignment Set

1. In the Navigator, click Order Promising under Value Chain Planning.
2. On the Overview page, open the Tasks panel tab and select the Manage Sourcing Rules
task.
3. Enter M-002 in the Name field and click Search. Do not click the Edit button yet.
4. Click the View Assignment Sets button.
5. In the Assignment Sets window, select GlobalOrderPromising. Note that there may be
more than one. Select any of them.
6. On the Edit Assignment Set page, click the Query By Example icon and search for the
sourcing rule that is assigned with model item ATP6751000.
 What sourcing rules are associated with this item?
 What is the assignment level of each?
7. Click the Cancel button to return to the sourcing rule that you selected in step 3.
8. Click the Cancel button to return to the Overview page.
 The same sourcing rule as above is assigned to the model item.

Review ATP Rules

9. On the Overview page, open the Tasks panel tab, and select the Manage ATP Rules
task.
10. Search for and view the ATP rule ATP_SupplyChainSearch. Note that this rule may
appear multiple times.
11. Select one of the rules and click the Edit icon.
12. On the ATP Rule Criteria tab of the Edit ATP Rule page you can see that the ATP rule is
of type supply chain availability search.
13. Change the promising mode to lead time based. Are the same choices still available?
14. Change the promising mode back to supply chain availability search, and examine the
additional attributes again. Are the purchase order parameters necessary if the enterprise
only manufactures CTO items and has no suppliers? What is the infinite availability time
fence used for?
15. Open the ATP Rule Assignment tab. The ATP rule is assigned to the model and all of its
components.
Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 4: Global Order Promising EDAG0004.DOCX

Effective 07/06/2016 Page 5 of 12 Rev 1
16. Do not save your changes. Click the Cancel button to return to the search page.

Practice Complete
You have completed the practice for viewing sourcing and ATP rules for models.

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 4: Global Order Promising EDAG0004.DOCX

Effective 07/06/2016 Page 6 of 12 Rev 1
Demonstration 4-2: View ATP Rule for Model
Overview
Understand how a model’s ATP rules have been setup.
In this demonstration, you will view ATP rule setups for a model and understand the key
features in the setup that are relevant for promising CTO items.

Prerequisites
The trainee is already familiar with ATP rules as these topics are covered in the Order-to-Cash
course.

User Login: scmXX.student

Steps:

Review ATP Rules

1. In the Navigator, select Order Promising under Value Chain Planning.
2. On the Overview page, open the Tasks panel tab, and select the Manage ATP Rules task.
3. Search for the ATP rule ATP_SupplyChainSearch. Note that this rule may appear multiple
times.
4. Select one of the rules and click the Edit icon.
5. On the Edit ATP Rule page, open the ATP Rule Assignment tab. The ATP Rule is
assigned to the model and all of its components.
6. Open the ATP Rule Criteria tab. The ATP rule is of type supply chain availability search.
Note the Promising Mode and additional attributes that you can set for Supply Chain
Availability Search.
7. Change the Promising mode to lead time based. Are the same choices still available?
8. Change the promising mode back to supply chain availability search and examine the
additional attributes again.
9. Do not save your changes. Click the Cancel button to return to the search page.

Demonstration Complete
You have completed the demonstration for viewing ATP rules for models.

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 4: Global Order Promising EDAG0004.DOCX

Effective 07/06/2016 Page 7 of 12 Rev 1
Practice 4-2: Promise an Order for a Model and Understand Promising
Results
Overview
Understand how to promise an order for a model using the Order Promising Check Availability
page.
In this practice, you will view select an order for a model item in Order Management and then
check availability for the order. Within the Check Availability page, you will see the default
promising result and alternate promising options, if they exist.

Prerequisites
You are already familiar with the Check Availability page functionality from the Order-to-Cash
training content.

User Login: scmXX.student (XX is the student number assigned to you)

Steps:

Check Availability for a Model Item’s Order

1. In the Navigator, click Order Management.
2. On the Overview page, click the Tasks button and select Manage Fulfillment Lines.
3. Search for the fulfillment line for item AT6751000.
4. Notice that the item is an ATO model and has a multi-level structure.
5. Select any model line that has Awaiting Shipping status and click the Check Availability
button.
6. Notice the default promising result under Availability Options. You may see lines that
weren’t part of configurator session because Order Promising shows more lines because it
also checks for the availability of mandatory components.
7. Scroll to the right to the Requested Ship-from Warehouse, open the pick list, and select the
empty line.
8. Click the Refresh Results button.
9. View the alternative options in the Availability Options area (you may need to expand it)
and see the different ways in which the model can be fulfilled.
10. Review the Expected Ship-from Organization for all the options.

Practice Complete
You have completed the practice for promising an order for a model.

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 4: Global Order Promising EDAG0004.DOCX

Effective 07/06/2016 Page 8 of 12 Rev 1
Demonstration 4-3: Promise an Order for a Model and Understand
Promising Results
Overview
Understand how to promise an order for a model using the Order Promising Check Availability
page. In this demonstration, you will view select an order for a model item in Order Management
and then check availability for the order. Within the Check Availability page, you will see the
default promising result and alternate promising options, if they exist.

Prerequisites
The trainee is already familiar with the Check Availability page functionality from the Order-to-
Cash training content.

User Login: scm00.Instructor

Steps:

Check Availability for the Order of a Model Item

1. In the Navigator, click Order Management.
2. Click the Tasks button and select Manage Fulfillment Lines.
3. Search for the fulfillment line for item AT6751000.
4. Notice that the item is an ATO model and has a multi-level structure.
5. Select any model line that has Awaiting Shipping status and click the Check Availability
button.
6. Notice the default promising result under Availability Options. You may see lines that
weren’t part of the configurator session because Order Promising shows more lines
because it also checks for the availability of mandatory components.
7. Scroll to the right to the Requested Ship-from Warehouse, open the pick list and select the
empty line.
8. Click the Refresh Results button.
9. View the alternative option in the Availability Options area (you may need to expand it)
and see the different ways in which the model can be fulfilled.
10. Review the Expected Ship-from Organization for all the options.

Demonstration Complete
You have completed the demonstration for promising an order for a model.

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 4: Global Order Promising EDAG0004.DOCX

Effective 07/06/2016 Page 9 of 12 Rev 1
Demonstration 4-4: Submit CTO Order and Release Planning
Recommendations
Background
Vision Corporation manufactures many of the items it sells to order. This demonstration
provides the first section of the end-to-end make flow. The order is placed, scheduled into the
shipping warehouse, and planning recommendations for manufacturing are released.

Prerequisites
Data requirements:
 Customer Computer Service and Rentals
 Item AT6751000 or equivalent set up for back-to-back make flow

User Login: scm00.Instructor

Summary of Tasks
 Navigate to Order Management
 Create Order
 Release Planning Recommendations
 Navigate to Supply Orchestration and View Manufacturing Documents

Steps:

Navigate to Order Management

1. In the Navigator, click the Order Management icon.

Create Order
2. At the top right of the Overview page, click the Create Order button.
3. On the Create Order page, select the US1 Business Unit business unit.
4. Select customer Computer Service and Rentals. Enter part of the customer name and the
complete name appears.
5. Select a contact for this order.
6. Type part of item AT6751000 to search for the model item, and then press the Tab key.
7. In the quantity box, enter: 10.
8. Click the Configure and Add button.
9. Answer the guided selling questions, and then select options for the product. Click the
pencil icon next to the tablet color selection, and enter a monogram.

10. Click Finish and Review, and then review the options.
11. Click the OK button.
Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 4: Global Order Promising EDAG0004.DOCX

Effective 07/06/2016 Page 10 of 12 Rev 1
12. On the Create Order page, select the Shipment Details tab.
13. Open the General tab.
14. Change the requested date to three days from the current date.
15. Select the Billing and Payment Details tab.
16. Select 30 Net from the Payment Terms pick list.
17. Click the Submit button to submit the order for fulfillment.
18. When you see a warning message asking whether you want to perform the action, click the
Yes button.
19. On the Order page, click the Actions button and select Switch to Fulfillment View to see
fulfillment processing information. Write down your order number because you will need it in
later steps.
20. On the Order page, open the Fulfillment Lines tab.
21. Click the orchestration process number link on the General tab to navigate to the
orchestration plan. Note that the scheduling step was processed. Supply for the order was
requested. A shipping warehouse was assigned.
22. Click the Done button.
23. Click the Item Details tab on the bottom of the page to view the configuration item for the
ordered configuration. The configuration item will be assembled and shipped as part of the
back-to-back fulfillment process for this order.

Release Planning Recommendations

Before the supply order can be created automatically, Planning must release the associated
recommendations. These next steps are needed in a testing environment where the service is
not running on a periodic basis.
24. In the Navigator, click Scheduled Processes under Tools.
25. On the Overview page, click the Schedule New Process button.
26. In the Schedule New Process window, open the Name list and select Search.
27. Enter Release Planning in the Name field, and click the Search button.
28. Select Release Planning Recommendations, and click the OK button.
29. Now that the Release Planning Recommendations program is selected to run, click the OK
button.
30. There are no parameters to set, so in the Process Details dialog box click the Submit
button to start the process. Click the OK button on the confirmation message. Then, click
the Close button.
31. On the Overview page, click the refresh icon to refresh the screen until your job is
complete.
32. In the Navigator, select Order Management.
33. On the Overview page, search for your order number.
34. From the Actions menu, select Switch to Fulfillment View.

Navigate to Supply Orchestration and View Manufacturing Documents

35. On the Order page, open the Fulfillment Lines tab, and then open the Supply Details tab
in the Attributes section at the bottom of the page. The Supply Details tab shows the
supply order number and supply status.
36. On the Supply Details tab, click the Supply Order Number link to view the supply order
details.
Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 4: Global Order Promising EDAG0004.DOCX

Effective 07/06/2016 Page 11 of 12 Rev 1
37. On the Supply Order Details page, click the supply tracking line 1.1 to view the
orchestration plan details. On the execution Documents tab, note that the work order
already was created and was reserved against the customer order.
38. Open the Make tab in the Line Details region.
39. Note the value in the Document Number column for the work order document type. This is
the number of the work order that will be processed to fulfill the customer order. Click the
arrow next to the work order number to view the work order details.

Demonstration Complete
You have created an order for a configure-to-order product and started the supply generation
process using the back-to-back make flow. Fulfillment of this order will continue in subsequent
lessons.

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 4: Global Order Promising EDAG0004.DOCX

Effective 07/06/2016 Page 12 of 12 Rev 1