Oracle Cloud SCM cheat sheet

Oracle SCM Cloud modules include Inventory, Procurement, Order Management, Manufacturing, Supply Planning, Demand Planning, and Logistics; they share a common data model and are accessed via the same security and user interface.

Supply planning uses a planning process that runs in batch; the output includes planned orders, exceptions, and supply/demand pegging; planners review and release planned orders to execution.

Demand planning uses statistical forecasting methods (e.g., exponential smoothing, moving average) and collaborative workflows; forecasts can be adjusted and published to supply planning.

The SCM Cloud integration framework supports REST and SOAP web services, file-based data import (FBDI), and business events; FBDI uses CSV files and an ESS job to load data.

Key SCM Cloud security concepts: roles, privileges, and data security policies; job roles are assigned to users and determine access to functions and data.

SCM Cloud offers a unified work area with infolets and dashboards; users can drill down to transactional details from analytics.

The product information management (PIM) module centralizes item definitions; items can be assigned to organizations and categorized using catalogs and taxonomies.

Supply chain collaboration features include supplier portal, consignment inventory, and supplier-managed inventory; these are configured within Procurement and Inventory.

The SCM Cloud release cycle includes quarterly updates; new features are documented in What's New and can be enabled via opt-in or feature opt-in.

Procurement process flow: requisition → purchase order → receipt → invoice → payment; each step can be configured with approval workflows.

Requisitions can be created from catalog items, non-catalog requests, or via self-service; approved requisitions are sourced to purchase orders using auto-sourcing rules or buyer intervention.

Purchase order types include standard, blanket, and contract; blanket POs have a fixed price and quantity over a period, while contracts are used for negotiated terms.

Supplier management includes supplier registration, qualification, and performance evaluation; suppliers can be onboarded via self-service portal or manually by buyers.

Procurement approvals are managed via approval hierarchies, which can be based on supervisory hierarchy, job level, or position; approval rules can include amount-based conditions.

Receiving can be done against a purchase order or an advance shipment notice; receipts update inventory and trigger invoice matching.

Invoice matching options: 2-way (PO and invoice), 3-way (PO, receipt, invoice), and 4-way (PO, receipt, invoice, inspection); tolerances are set by organization.

Procurement agents can use the buyer work area to manage requisitions, purchase orders, and supplier negotiations; sourcing projects can be created for RFQs and auctions.

Inventory organizations are defined in the structure; each organization can have subinventories and locators; transactions occur within an organization and subinventory.

Item master defines inventory attributes such as unit of measure, lot control, serial control, shelf life, and min-max planning; these drive inventory behavior.

Transaction types include miscellaneous receipt, miscellaneous issue, transfer, and adjustment; each transaction affects on-hand quantities and is recorded in the transaction history.

On-hand quantity is calculated as the sum of transactions (receipts minus issues plus adjustments) and is maintained per item, organization, subinventory, and locator.

Min-max planning uses minimum and maximum quantities to generate replenishment suggestions; the planning process compares on-hand to min/max and creates move orders or purchase requisitions.

Cycle counting and physical inventory are supported; cycle count classes define the frequency and items to count; adjustments are made based on count results.

Consigned inventory is owned by the supplier until consumed; it is tracked separately and payment is triggered upon consumption.

Inventory transfers can be done via transfer orders, which are fulfilled by shipping from one organization and receiving into another; in-transit inventory is tracked.

Order Management supports the order-to-cash process: order capture, orchestration, fulfillment, shipping, and invoicing; it integrates with Inventory, Pricing, and Receivables.

Order types determine the order lifecycle and processing constraints; they are configured with fulfillment flows and line types.

Pricing is determined by price lists, discount lists, and pricing rules; qualifiers and modifiers can be applied based on order attributes.

Order orchestration uses fulfillment plans to determine how to fulfill each line; it can split lines into multiple fulfillment lines based on availability and rules.

Shipping is executed via ship confirm, which reduces inventory and creates a shipment; shipping documents can be generated.

Returns are processed via return material authorization (RMA); returns can be linked to original orders and can trigger credit memos.

Order Management integrates with Supply Chain Planning to provide supply and demand information; planned orders can be converted to sales orders.

Order hold management allows placing holds on orders for credit, payment, or manual review; holds must be released before fulfillment.

Key order management terms: orchestration plan, fulfillment line, ship set, and drop ship; drop ship orders are fulfilled directly by the supplier to the customer.