Scheduling and Booking

Submitted by Anonymous on Fri, 01/16/2009 - 21:53 Tag:

Order Management /

Scheduling is a means of communicating the balance between customer demand and a companys ability to fulfill an order from current inventory and supply sources. Order scheduling is managed differently from company to company and Oracle Order Scheduling supports a variety of scheduling environments. The scheduling feature of Oracle Order Management (OM) enables you to determine when items will be available to promise to a customer(ATP), schedule the shipment or arrival of order lines based on this availability(Schedule), and reserve on-hand inventory to sales order lines(reservation) SO, the features that are provided under the umbrella term of scheduling are: Calculating Available-to-Promise (ATP) Scheduling ( Populate dates - ship and arrival schedule dates) Create demand (Makes demand visible to planning) Reserving (Reserves the line items if the due date is within the reservation time fence) Sets the ship from Calculates the delivery lead time based on as ship method (if you have set up a shipping network) 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. When a line is successfully scheduled the VISIBLE_DEMAND_FLAG is set to Yes. If the reservation time fence is set and the schedule ship date is within the reservation time fence, automatically reserves the line.

Scheduling Process Sales order line would be scheduled for both the ATP as well non-ATP items based on the availability of the item. When scheduling is not performed during sales order entry (either

manually or automatically), then as part of standard functionality, scheduling will be done by the workflow process. Scheduling is done by the workflow process associated with the order line (OEOL). For example: Considering the Line Flow Generic work flow Once the order is Booked, the work flow completes the Booking activity and proceed to the next stage i.e. Scheduling. This is when Scheduling is performed. Open the process Line Flow - Generic in the Workflow Builder. The Line Flow - Generic process looks as below

Order will wait at Wait for Booking till booking action is performed. The work flow will progress to next stage. - Double click on the 'Schedule - Line' sub process in 'Line Flow - Generic' process. Double clicking opens 'Schedule - Line' sub process which looks as below

Once the line is scheduled, SCHEDULE_SHIP_DATE is populated into the

OE_ORDER_LINES_ALL. The SCHEDULE_SHIP_DATE should be a value between the REQUEST_DATE and the LATEST_ACCEPTABLE_DATE. Scheduling sets the VISIBLE_DEMAND_FLAG, SCHEDULE_STATUS_CODE as soon as the lines are scheduled. The two columns are independent and are not based on the setups

Scheduling by Ship or Arrival Date The request date may be either the requested ship date or the requested arrival date depending on the request date type of the customer. If the customer's request dates are requested arrival dates, the scheduling action calls MRP's scheduling API with the requested arrival date. The API returns the first date on or after the requested arrival date that the items could arrive at the customer location, and enters that date into the scheduled arrival date field for the line(s). The schedule ship date is calculated by subtracting the delivery lead time (number of days for items to reach the customer once they ship) from the schedule arrival date. If the shipping network has not been defined for this combination of locations, the delivery lead time will be considered zero days and the schedule ship date and schedule arrival date will be the same. If you enter a schedule ship date on the order line before performing the schedule action, the system will attempt to schedule on that date when the schedule action occurs. If it cannot, the schedule action fails. You can define for each customer the delivery window in days that they will accept by entering the latest schedule limit on the customer window. When you enter an order line, the latest acceptable date is calculated by adding the latest schedule limit to the request date. When the scheduling action occurs, the schedule date will only be returned if it is between the requested date and the latest acceptable date. If it is not within this range, the scheduling action fails. For example, suppose that you have a customer who only accepts orders that ship within 5 days of the request date. You would enter 5 in the latest schedule limit fields on the Order Management tab of the customer window. When you enter an order line, if the request date is September 10, the latest acceptable date would be September 15. When the scheduling action occurs, if the schedule date returned is not in the date range of September 10 through September 15, the schedule request fails. You can control whether OM schedules lines on hold by using the profile option OM: Schedule lines on Hold. If an order or line is on hold and this profile option is No, then the scheduling action fails.