MAY 03, 2016

Supplier Scheduling & EDI

Knowledge Sharing Session

Agenda

Supplier Scheduling

Overview
Key Setups
AutoSchedule Process
Scheduler Workbench

EDI

Why EDI evolved?

What is EDI?
Oracle e-Commerce Gateway (ECGW)
Key Setups
Extract Programs (SSSO / POO / POCO)

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Supplier Scheduling

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Supplier Scheduling Overview

Supplier scheduling is used to communicate the Material requirement to company's
suppliers though planning and shipping schedules. Planning will include both
forecast and firm demand where as shipping schedule only include firm demand.
Communication can happen through EDI , Emails or by printing schedules. Data
comes from Purchasing (Open PO, ASL, SR, Assignment sets) & ASCP (Forecast,
Unimplemented planned orders). Supplier scheduling put it in time bucket patterns
(i.e. days, weeks, months) based on supplier requirement.
Important Functions

Scheduler's workbench used to view, confirm, print or manually built Planning

and shipping schedules. We will Later see how to built manual schedules
CUM Management as the name suggest its cumulative management and help to
track cumulative received quantity over a period (may be a year) from a
supplier/site to a ship to organization. You can new CUM periods and adjust CUM
quantities.
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Supplier Scheduling Overview - Flowchart

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Supplier Scheduling Integration with other modules

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Supplier Scheduling Various Schedule Types

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Supplier Scheduling Key Setup Elements

Key Configuration elements
comprise of following:
1.
2.
3.
4.

Define Bucket Patterns

Define Schedule Options
Define Supplier Status
Define Approved
Supplier list
5. Define Sourcing Rules
6. Assign Sourcing Rules
7. Define CUM Periods

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Key Configuration Bucket Pattern

Bucket Pattern is used to put demand in various buckets i.e. Day, Weeks, Months and
Quarters. When you check Item schedules, you can see item quantities requirement is
divided based on bucket pattern in days, weeks etc.
Maximum limit of Total Buckets is 56.
Monthly and Quarterly bucket pattern start with the first day of the month and for
weekly pattern you need to define first day of the week.
We assign bucket patterns in Item-Attributes's Supplier Scheduling tab while defining
Approved Supplier List. Items are grouped in a schedule based on bucket pattern, ship
to, supplier and supplier site.

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Key Configuration Schedule Options

Schedule Options is used to define ship to org level defaults and control.

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Key Configuration CUM Periods

Define CUM Periods to enable CUM Management and track CUM received quantity
based on ship to organization.
** CUM (cumulative)
management lets you track
the cumulative quantity
received over a given time
period for each supplier
site/item in a ship-to
organization.
This time period is called the
CUM period and generally
relates to a meaningful
business time frame like a
quarter or model year in the
automotive industry.

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Planning and Shipping AutoSchedule Processes

Use the Planning and
Shipping
AutoSchedule
process to automatically
build supplier schedules
automatically at pre-defined
intervals or On-Demand.
This
process
builds
schedules for those supplier
site/item combinations that
have
AutoScheduling
enabled and that match the
AutoSchedule
build
parameters.

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Planning and Shipping AutoSchedule Processes

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Schedulers Workbench
Schedulers Workbench can be used to build, view, edit, print, and confirm planning,
shipping, and simulation schedules, using a wide variety of find or build criteria.
With the Schedulers Workbench, one can perform the following tasks:
1. Build New Schedules
Manually
2. Locate / Review Existing
Schedules
3. Schedule Orders
4. View Authorizations
5. Build Revision Schedules
6. Build Simulation
Schedules
7. Rebuild Schedules
8. Confirm Schedules
9. Print Schedules.

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Schedulers Workbench

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EDI

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Why EDI Evolved?

To understand the need for EDI, lets take a business flow and transactions involved.
Company "C" is a manufacturer and regularly buys raw material from Supplier "S" that
would typically involve below transactions for each purchase done.
1. Buyer at Customer "C" enters a Purchase Order in his computer system
2. Buyer sends the PO through email or fax or mail to Supplier "S"
3. Sales team at Supplier "S" validates the PO to ensure that required information is
provided
4. Sales team at Supplier "S" enters a Sales Order in his computer system
5. Sales team at Supplier "S" sends the Sales Order acknowledgment to Customer "C"
through email or fax or regular mail
Imagine the cost, cycle time, money and risks of data entry errors involved in the above
process through various non-standard medium.
So, ANSI committee was formed to define the standards. Hence the electronic exchange
of business documents in a standard format gave birth to what is known as EDI, today
the business world had accepted as one of most important entity.
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What is EDI?
EDI (Electronic Data Interchange) is the electronic exchange of business documents between the
computer systems of business partners, with a standard format over a communication
network.
Organizations that send or receive documents between each other are referred to as Trading
Partners" in EDI terminology. Trading partners are free to use any method for the transmission of
documents. Few of the transmission mediums used are Value Added Network (VAN), Internet/AS
and Web EDI.
EDI translation software, popularly known as Translator, validates the partner and checks if the
data received meets the standard formats defined before converting it to a desired file format
which can be read and imported by the receiver's computer systems (for e.g. ERP)

EDIFACT (Electronic Data Interchange For administration, Commerce, and Transport) & ANSI
X12 (American National Standards Institute) are most widely followed EDI standards. The
standards prescribe the formats, character sets, and data elements used in the exchange of business
documents and forms.
Oracle e-Commerce gateway module helps organizations meet their EDI requirements with
flexibility to use choice of your translator, EDI standard and yet tightly integrates with other
modules from Oracle.
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Oracle e-Commerce Gateway Typical Flow

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Oracle e-Commerce Gateway EDI Transactions

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Key Configuration Supplier EDI Location

The purpose of this setup is to associate the suppliers EDI trading partner destination
identifier transmitted in the EDI file (the NAD name/address segment) with the
appropriate Oracle supplier site address record.
Since address records in Oracle are created at an operating unit this setup may need to
be completed multiple times if the same supplier site sends/receives customer EDI
data from more than one operating unit.

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Key Configuration Trading Partners

1. The Trading Partner setup
is
responsible
for
grouping the various
supplier sites to the
appropriate
Trading
Partner.
2. It also provides the ability
to define the set of EDI
transactions used for each
of those selected supplier
sites.
3. This is a required setup.

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Outbound Shipping Schedule (862 / DELJIT)

1. Use this transaction to communicate shortterm firm requirements and shipping
schedules to your suppliers.
2. Shipping schedules are usually stated in daily buckets and are used to refine
planning schedules in support of a JustinTime planning environment.
3. In addition to using EDI Gateway to transmit your planning or shipping
schedules, you may transmit the schedules using Supplier Schedulings
Scheduler Workbench or AutoSchedule process.

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Outbound Purchase Order (850 / ORDERS)

1. Use this transaction to procure goods and services from suppliers.
2. Approved purchase orders (POs), including standard POs, planned orders,
planned releases, blanket purchase agreement, and blanket releases can be
extracted.

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Outbound Purchase Order Change Request (860 /

ORDCHG)
1. Use this transaction to request a change to a previously submitted purchase
order (PO). One may include changes for approved POs of the type standard
POs, planned POs, planned releases, blanket purchase agreements, and blanket
releases.
2. Supported changes by this transaction include:
1. cancel line
2. add line
3. change price
4. change quantity
5. change shipto location
6. change shipment date
7. change shipment quantity
3. Cancelling a PO at the header level cancels every line associated with the PO.
New lines are appended to the end; old line numbers are not reused.
4. To maintain shipment data integrity, all shipment information associated with a
PO line are sent to the supplier, even if changes were made to only one
shipment.
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Outbound Purchase Order Change Request (860 /

ORDCHG)

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Q&A

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