R11i Oracle Release Management

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Agenda
• Definition of Release Management
• Release Management Setup
• Release Management Processing Steps
• ArvinMeritor Extensions
• Release Management Processing: Exception
Management
• Lessons Learned
• Questions

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Definition of Release Management
• Release Management Defined
• Release Management Integration
• Release Management Flow

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Release Management Defined
• Oracle Release Management automates high volume
electronic demand management by continually incorporating
your customers’ demand into your order and planning
processes.
• Schedule types supported:
• Planning schedules
• Shipping schedules
• Production Sequence schedules
• Different EDI standards supported:
• ASC X12
• EDIFACT
• ODETTE

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 Release Management Integration
Planning
EDI Translator
Schedules Shipping
e-Commerce Gateway
Sequence

Release Management

Order Mgmt Planning

Manual
Schedules WIP/Flow
Manufacturing

Shipping Execution

e-Commerce Gateway

Translator ASN
Invoice
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Release Management Flow
Oracle e-Commerce Gateway
Rel Mgmt
Manual Entry Workbench
Unprocessed Schedules
RLM
Interface Exceptions

Demand Processor
Validate
Archived
Archive RLM Schedules
Schedule
RLM
Processing Manage
Rules
Reconcile

MRP Order
Forecast Lines

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Release Management Setup
- Basic Setups

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Release Management Setup
- Detailed Setups

• Processing Rules Setup

• Overview
• Processing Rules Hierarchy
• Define Processing Rules

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Release Management Setup
Processing Rules Overview
Processing Rules dictate how inbound schedules are managed when
determining shipment quantity, supply source and scheduled ship
date.

Key questions for Setting up Processing Rules

– What level to set up the rules ?
– What options to select for various components of Processing
Rules ?
– What criteria to use for matching demand ?

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Setting Up Processing Rules:
Processing Rules Hierarchy

 Four Levels in Hierarchy

Level 4 Ship From/Customer Mandatory

Level 3 Ship From/Customer Item Optional

Level 2 Ship From/Address Optional
Level 1 Ship From/Address/Customer Item Optional

• Lower Level rules over-ride rules at higher level

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Processing Rules Hierarchy

Level 4
Level 3

Level 2

Level 1
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Processing Rules Setup:
Define Processing Rules
Processing Rules are defined for five key areas :
• Demand Management
• Demand Fences
• Order Management
• CUM Management
• General Settings

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Processing Rules:
Demand Management

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Processing Rules:
Demand Fences

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Processing Rules:
Order Management

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Setting Up Processing Rules:
Matching Logic Setup

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Key questions for Setting up Processing Rules

What level to set up the rules ?

– Processing Rules Hierarchy

What options to select for various components of

Processing Rules ?
– Processing Rules Definition Screen

What criteria to use for matching demand ?

– Processing Rules Matching Logic Setup

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Optional Setup for Release Management
CUM Management

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Other Optional Setup
- Forecast Profiles

• Use Oracle Master Scheduling/MRP for setting up ‘Forecast Set’

and assigning it to ‘Forecast Source List’
• Profile ‘RLM: Forecast Selection List’ must be set
• Demand Processor utilizes RLM: Forecast Selection List Profile
for identifying Forecast Source List

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Demand Processor Phases
Planning Shipping Sequenced

Demand Processor
Validate

Archive

Manage

Reconcile

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Validate and Archive
Customer Schedules

Demand Processor
Validate
Exception
Reports Archive

Manage
Archived
Reconcile

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Release Management Workbench

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Release Management Workbench

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Release Management Workbench

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Release Management Workbench

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Release Management Workbench

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Manage New Demand

Demand Processor
Validate

Archive CUM quantity conversion

Manage Calculate requested ship date

Apply demand fences
Reconcile

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Reconcile Old and New Demand

Reconcile schedules based on internal and external

business rules.

Demand Processor
Restriction
Validate Rules

Archive Purpose
Codes
Manage Matching
Attributes
Reconcile
Consume
Hierarchy

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Demand Processing Results
Demand Processor
Validate

Archive

Manage

Reconcile

Sales Forecasts
Orders
Oracle Order Oracle
Management Planning
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Integration Touch-Points
Oracle e-Commerce Gateway Oracle Order Management
• Sales Orders and Lines
Oracle • Price Lists
• Trading Partner
Release • Agreements
Definitions
Management

Oracle Planning

• Forecast/Forecast Set Definitions

• Supply Chain Sourcing Rules

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Release Management Workbench

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Release Management Workbench

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Release Management Workbench

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ArvinMeritor Inbound EDI Edit
• Modify Customer Production Sequence Number to
accommodate sequencing matching.
• Populate ARM item in RLM Workbench.
• Slack to Brake Mating Program
• Validation of data validity.
• Duplicate Chassis check.
• Sequence Requirement Quantity of one.
• Dana Schedule split for Mack Trucks.

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Trading Partner Layers
• Requirement for Processing Constraints
• Flow Scheduled
• Packed Requirement
• Past Due Netting
• CUM Layers for Customers defined with CUM
Management but not sending CUM Quantities
• Our CUM Shipped is greater than customer CUM Receipt.
• Our CUM Shipped is less than customer CUM Receipt.
• Customer Sends no CUM Receipt.

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Trading Partner Layers

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Lessons Learned
• In-transit calculation by Receipt day not accurate.
• Definition of Fences for Planning Files - Firm/Frozen
• Cums are not updated by orders manually entered in
OM
• No effectivity dates on customer xrefs - Ranking only
• SO size - Size of RLM tables major factor in
performance

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Questions

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