Document 420433.1 - ASCP Into PO

1/25/22, 12:28 PM Document 420433.
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What Are The Setups Necessary To Release An Item From The Advanced Supply Chain Planning Into Purchasing? To Bottom
(Doc ID 420433.1)
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Type:
HOWTO
APPLIES TO: Status:
PUBLISHED
Last Major
Aug 10, 2018
Update:
Oracle Purchasing - Version 11.5.2 to 12.2.6 [Release 11.5 to 12.2] Last Update:
Jun 14, 2021

Oracle Advanced Supply Chain Planning - Version 11.5.2 to 12.2.6 [Release 11.5 to 12.2]
Information in this document applies to any platform.

Related Products
GOAL Oracle Purchasing
Oracle Purchasing
Oracle Advanced Supply Chain
What are the necessary steps to setup an Item so it appears in the Advanced Supply Chain Planning - Planner's Workbench - and
Planning
can be released into Purchasing as a Requisition and then have the Requisition automatically created into a Purchase Order?
The Solution below contains the following steps to achieve this Goal. Click on any of the links below to go directly to a specific Information Centers
step. Information Center -
Procurement [2783634.2]
Summary of Steps
Information Center: Data
Collections Related
Part 1 - ASCP Item to Purchasing Requisition
[1400555.2]
1. Step 1-Create the Item
2. Step 2-Enter a Forecast Set

Document References
3. Step 3-Create the Master Demand Schedule
4. Step 4-Run the Collection No References available for
5. Step 5-Enter the Plan this document.
6. Step 6-Run the Supply Chain Planning Process

7. Step 7-Locate the Requisition Recently Viewed
Part 2 - Setup Sourcing to Automatically Create a Purchase Order from the Requisition Auto Release Of Planning
Suggestions For APS error -
8. Step 8-Create the Supplier "ORACLE error 3113 in
9. Step 9-Create the Quote FDPSTP" [2201548.1]
10. Step 10-Create the ASL Get Error, "Primary product
does not match the current
11. Step 11-Enter the Sourcing Rule
validity rule" Publishing
12. Step 12-Assign Sourcing Rule/Assignment Set Reschedule of Batch from
13. Step 13-Modify the Createpo Workflow Production Scheduling (PS)
14. Step 14-Modify the Requisition Workflow or Creating Batch from ASCP
15. Step 15-Supply/Demand Plan When Using Non-Standard
Status, Such as 701 Instead
16. Step 16-Find the Requisition of 700 [2265419.1]
17. Step 17-Find the Purchase Order
Trying to Release a Planned
Order from ASCP to Create
SOLUTION an OPM Batch Gives Error:
Primary product does not
match the current validity
rule [2224515.1]
NOTE: In the images below and/or the attached document, user details / company name / address / email / telephone What are the most common
number represent a fictitious sample (based upon made up data used in the Oracle Demo Vision instance). Any similarity to causes of a Process
actual persons, living or dead, is purely coincidental and not intended in any manner. Effectivity (Recipe Validity
Rule) not being present in
the ASCP Collections
Workbench as seen through
the Application (Source,
OPM) [1330117.1]
This example is based on the Vision Demonstration Database - using the Login of MFG/Welcome and two responsibilities -
already assigned to the User. The MFG login is tied to the employee Jonathan Smith. PRC:PO: Release Purchase
Order Against Blanket
Purchase Agreement
1. Manufacturing and Distribution Manager [1918853.1]
2. Advanced Supply Chain Planner
Show More

Part 1 - ASCP Item to Purchasing Requisition
Step 1-Create the Item

Manufacturing and Distribution Manager

Navigate: Inventory - Items - Master Items
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Define a new item - Enter the Item and a Description - choosing M1 Inventory Organization when the form opens.
- From the top tool bar choose Tools/Copy From - and use the Template 'Purchased Item'
- Choose Apply - then Done
- Enter an Item Name
- Assign the Item to the M1 Inventory Organizaton
From the Purchasing tab ensure that you have a List price entered as well as a Default Buyer. The list price is what will be used
when executing Requisition Import.
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In the General Planning tab - ensure the Make or Buy option is set to Buy and also ensure there is a Planner entered. Notice this
is set at the Inventory Organization Level for M1. Save the item.
Step 2-Create the Item

Navigate: Material Planning - Forecast - Sets
Enter a Forecast Set and Description

- Click down into the Forecast Lines - and enter an actual Forecast Name. Make them different so they are distinguishable.
Choose the Forecast Items button off to the right.
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As the new screen opens - enter the Item which was created in Step 1. Choose the Bucketed Button in the lower right hand
corner of the form.
Then choose the Detail button, enter in the Bucket as Weeks, give a date of today or in the near future and span the End Date a
couple of months out. Enter 25 in the Current field. The forecast is essentially pre-calculated demand. In the example above -
the system is being told that there will be a demand of 25 quantity - per week - from the 26-Mar through 02-Jul. Save your
entry.
Step 3-Create the Master Demand Schedule

Navigate: Material Planning - MDS - Names
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Create a new Master Demand Schedule by entering a new record and then entering a Name. Save the name and then choose
the Load/Copy/Merge button.
-
The parameter screen will appear for the Load/Copy/Merge MDS request.
- For Destination Schedule - choose the MDS name that was just entered
- For Source Type - choose Specific Forecast
- For Source Name - give the Forecast Name (not forecast set) of the forecast created previously
- Overwrite - All Entries
- Set the Cut Off Date a week or two past the date that was entered in the Forecast
Submit the request and ensure it completes before moving to the next step.
In this step you are loading the Forecast into the Demand schedule.
Step 4-Run the Collection

Advanced Supply Chain Planner
Navigate: Collections - Oracle Systems - Standard Collection
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The collections is responsible for pulling the data into the MSC schema. Essentially, the Advanced Supply Chain planning
product co-exists with the Oracle E-Business Suite application - in it's own schema. The data collections process is responsible
for collecting the data necessary in order to properly run a plan.
For instance - Double click on the Parameters field on the Planning Data Pull line then choose TST (Seeded with Vision
Demonstration Database):
Collection Method - Complete Refresh
Take the defaults for the rest and submit this request. It will take some time to complete, but do not move to the next step until
the process completes.
Step 5-Enter the Plan

Navigate: Supply Chain Plan - Names
As the form opens choose the following organization (below):
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Enter a Plan Name - and then choose the Plan Options button at the bottom of the form.

Set the following parameters in the Main tab.

- Planned Items - Demand Schedule Item Only
- Material Scheduling - Order Start Date
- Overwrite - All
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From the Organization tab enter the Org as TST:M1 - and then choose the MDS (Demand Schedule) created previously. It is
available as it was pulled during the Collections process. Save then close the Plan Options form.
Once the plan options are entered, close the Options and choose the Launch Plan button.
- Choose the Plan Name if not already present - and submit the plan.
- Ensure that the plan runs to completion.
Step 6-Run the Supply Chain Planning Process

Navigate: Supply Chain Plan - Workbench
In the top of the form - change the View By to 'Items'

- Choose the '+' next to Plan
- A list of the ASCP plans are present - double click on the plan which was just created
- Scroll down to locate 'NEW.MISC'. Choose the "+"next to 'NEW.MISC'
- The item should appear under the category (below)
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Right Click on the Item - to bring up the shortcut menu and navigate to the Supply/Demand.
The Supply Demand screen will appear. In this screen - there are two order types.
- Planned Order and Forecast MDS
- The forecast MDS is the demand that was imposed by the forecast which was created
- The planned order is what is being suggested to the Planner for an action to take to alleviate the demand

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Still in the Supply/Demand form - choose the Release Properties tab.

- Check the box 'For Release' - and the information should drop in with what the recommendation is going to be
- Choose Plan/Release from the top text tool bar - so that the release process can be engaged

Choosing View/Requests - will show that the Requisition Import process was now kicked off.
This is going to create the requisition back in the E-Business Suite.
Step 7-Locate the Requisition

Navigate: Purchasing - Requisitions - Requisition Summary
Enter the item in Item field of the Requisition Find form - and search to locate the newly created requisition.
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The requisition is now created - based on the release of the planned order from the Advanced Supply Chain Planning. If desired,
sourcing rules and approved supplier list entries can be setup using the Manufacturing and Distribution Manager to create
Purchase Orders automatically from ASCP.

The steps will follow here:

Part 2 - Setup Sourcing to Automatically Create a Purchase Order from the Requisition
Step 8-Create the Supplier

Navigate: Purchasing - Supply Base - Suppliers

Create a Supplier by entering the Supplier name, then click on the Sites button.

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Enter the appropriate site information for the Supplier and save.

Step 9-Create the Quote
Navigate: Purchasing - RFQs and Quotations - Quotations

Create a standard Quotation using the Supplier created in the last step and the ASCP item previously created. Change the
Status field to Active and save.

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From the Price Breaks button approve the line.

Step 10-Create the ASL

Navigate: Purchasing - Supply Base - Approved Supplier List

Enter the following fields:

-Item-enter the ASCP item created previously
-Business-Direct
-Supplier-enter the Supplier created previously
-Site-enter the corresponding Supplier Site
-Status-enter Approved
-Choose the Record Details tab
Save your entry
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Enter Yes on the Global field and choose the Attributes tab.

Enter the following fields:
-Release Method-enter Release Using Autocreate
-Type-Quotation
-Number-enter the Quotation number previously created
-Line-enter the line number on the Quotation that corresponds to the ASCP item created
Save your entry

Step 11-Enter the Sourcing Rule
Navigate: Purchasing - Supply Base - Sourcing Rules

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Enter a Sourcing Rule name and Effective From and To Dates. Choose to have the Sourcing rule for All Orgs or a single Org.
Choose Buy From under Type and enter the Supplier and Site in the appropriate fields. Allocation should be 100 with Rank
entered as 1.
Save your entry.

Step 12-Assign Sourcing Rule/Assignment Set
Navigate: Purchasing - Supply Base - Assign Sourcing Rules

Enter a new Assignment set name to be entered in the Profile - MRP: Default Sourcing Assignment Set or query the assignment
set already entered in the profile. Enter the ASCP item in the Item/Category field. Type should be Sourcing Rule and enter under
the Rule/BoD field the Sourcing Rule name entered in Step 10. Save your entry.

Step 13-Modify the Createpo Workflow
Workflow Builder
Navigate: Open the PO Create Document Workflow

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Double click on the + next to PO Create Documents then double click on the + next to Attributes.
Right click on 'Is Automatic Creation Allowed? and change Value to Y.

Move down to 'Is Automatic Approval Allowed?' and right click. Change Value to Y.

Step 14-Modify the Requisition Workflow
Workflow Builder
Navigate: Open the PO Requisition Approval Workflow

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Open the Attributes and on 'Send PO Autocreation to Background' right click.
Change Value to N. Exit from Workflow Builder.

Step 15-Supply/Demand Plan

Navigate: Advanced Planning - Advanced Supply Chain Planning - Supply Chain Plan - Workbench

Right click on the plan previously created to choose Supply/Demand - Supply/Demand
Search on the ASCP item in the Item field.

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Choose For Release on the Planned Order line.
Save your entry.

Choose Plan - Release from the toolbar.

Choose View>Request
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In Request ID 2799708 it shows the Requisition Import was automatically called.

In Request ID 2799709 it shows the Create Releases program was automatically called.

Step 16-Find the Requisition
Navigate: Purchasing - Requisition - Requisition Summary

Query in the Item field on the ASCP item and press Find.
We can then see the Requisition was automatically created in Approved status.
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Step 17-Find the Purchase Order

Navigate: Purchasing - Purchase Orders - Purchase Order Summary

Choose the Related Documents tab and enter the Requisition number created in the previous step and press Find.

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We can see above that Purchase Order 4619 was created from the requisition automatically using our ASCP item.
Troubleshooting:
Note 413503.1 - Purchasing Supply to ASCP Data Flow

Note 417966.1 - Auto Sourcing And Auto Create/Release Checklist
Note 557825.1 - How To Diagnose Issues With Approved Supplier List And Sourcing Rules In Purchasing
Note 1415918.1 - CREATEPO Workflow - Data Collection Script
Note 559009.1 - How To Diagnose Issues In Autocreate (CREATEPO) Workflow
Note 308470.1 - CheckList how to Create and Approve a Standard PO Automatically From an Approved Requisition Sourced to
Standard Quotations
Note 1992774.1 - After Releasing A Planned Order From MRP Workbench Blanket Release Are Not Created As Sourcing Of The
Supplier Did Not Occur
Note 557825.1 - How To Diagnose Issues With Approved Supplier List And Sourcing Rules In Purchasing
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Related
Products
Oracle E-Business Suite > Procurement > Procurement > Oracle Purchasing > Purchasing Processes > Requisition Import
1/25/22, 12:28 PM Document 420433.1
Oracle E-Business Suite > Procurement > Procurement > Oracle Purchasing > Approvals - Req, PO > Create Documents Workflow
More Applications & Technologies > Value Chain Planning > Supply Chain Planning > Oracle Advanced Supply Chain Planning
Keywords
ADVANCED SUPPLY CHAIN PLANNING; APPROVED SUPPLIER LIST; ASL; AUTO SOURCING; AUTOCREATE; AUTOMATIC; CREATE DOCUMENT; CREATE RELEASES; CREATEPO; IMPORT
PROCESSES; ITEM; MASTER ITEMS; PLANNED ITEM; PLANNER; PO CREATE; PO CREATE DOCUMENTS; PURCHASING; SUPPLY CHAIN PLANNING; SUPPLY DEMAND
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In this Document Was this document helpful?

1. Step 1-Create the Item

2. Step 2-Enter a Forecast Set

7. Step 7-Locate the Requisition Recently Viewed

Part 1 - ASCP Item to Purchasing Requisition

Step 1-Create the Item

Manufacturing and Distribution Manager

Navigate: Inventory - Items - Master Items

Step 2-Create the Item

Enter a Forecast Set and Description

Step 3-Create the Master Demand Schedule

Step 4-Run the Collection

Step 5-Enter the Plan

As the form opens choose the following organization (below):

Set the following parameters in the Main tab.

Step 6-Run the Supply Chain Planning Process

In the top of the form - change the View By to 'Items'

Still in the Supply/Demand form - choose the Release Properties tab.

Step 7-Locate the Requisition

Step 8-Create the Supplier

Enter the following fields:

Enter Yes on the Global field and choose the Attributes tab.

In Request ID 2799708 it shows the Requisition Import was automatically called.

Step 17-Find the Purchase Order

Note 413503.1 - Purchasing Supply to ASCP Data Flow

Didn't find what you are looking for? Ask in Community...

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