Oracle Fusion Supply Planning Checklist (Free)

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10 critical items still open - these are the highest-risk gaps.

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Plan setup and scope

Plan type and scope agreed (which organizations, items and horizons)CRITICALPlanning organization hierarchy and planning calendar definedCRITICALPlan options reviewed: horizon, time buckets, demand and supply inputs includedDemand source defined (sales orders, forecast, or both) and priority agreedPlan naming and ownership documented, one named owner per planScenario approach decided for what-if plans versus the operational plan

Data collection

Planning data collection scheduled and monitored for the source organizationsCRITICALCollected counts reconciled against source for items, on hand, work orders and purchase ordersCRITICALCollection errors reviewed and a daily owner assignedFull versus incremental collection pattern agreedTiming of collection aligned with the plan run scheduleArchived or inactive organizations excluded on purpose

Item and sourcing attributes

Planning method set per item (planned or not planned) and reviewed for exceptionsCRITICALLead times populated for make, buy and transfer itemsCRITICALSafety stock rules agreed, with quantity or days of cover documentedOrder modifiers such as minimum, maximum and multiples checked for sensible valuesSourcing rules and assignment sets cover every planned itemCRITICALPreprocessing, processing and postprocessing lead times validatedMake or buy flags consistent between item and sourcing

Bills, routings and capacity

Bills of material effective and complete for planned assembliesCRITICALRoutings and resources set up if capacity checks are in scopeAlternate and substitute components decisions documentedYield and scrap factors reviewedPhantom and planning bills used only where intended

Plan run and exceptions

Baseline plan run end to end in a test pod with realistic volumesCRITICALRun duration recorded and acceptable for the planning windowException types enabled and thresholds agreed with plannersRecommended orders reviewed against known good casesProcess for releasing recommendations to purchase requisitions and work orders definedCRITICALPlanners trained on exception workflows and plan comparisonsDaily and weekly planning calendar documented

Mark each item as done. Treat unfinished critical items as blockers for a plan run you intend to trust. A plan built on bad item or sourcing data produces confident but wrong recommendations.

Planning data health check

Optional: have an expert look at your item and sourcing data for the gaps that distort supply plans.

Optional. The tool and every export work without this. No spam.

How to use the checklist

Work through the groups in order. Plan setup first, because scope decisions drive everything else. Then data collection, since a plan run can only see what has been collected. Critical items are blockers: do not schedule a go live plan until they are complete. Export the checklist to PDF for a design authority or to Excel to assign owners and dates for each open line.

Why data collection matters most

Planning works on collected data. If collection is behind or partial, the plan will recommend orders for demand that was already supplied. Reconcile counts of items, on hand quantity, open work orders and purchase orders against the source after each cycle during testing. Assign a single person to review collection errors every day. This one habit prevents most mysterious plan results.

Attributes and sourcing

Planners blame the tool for results that come from missing lead times, absent sourcing rules or odd order modifiers. Review the item attributes systematically, not by sampling. A good test is to list planned items with no sourcing rule or with a lead time of zero and ask whether that is truly intended. Many go live problems are found with that single query.

Planned items with no sourcing assignment
Items with zero or default lead time
Order modifiers set far above typical demand
Mismatched make or buy flags

Running and trusting the plan

Run a baseline plan on realistic volumes and compare a handful of items by hand: the demand, the supply, the net and the recommendation. If a planner can follow the logic for ten items, trust grows. Record run duration so you know if it fits your window, and keep one named owner for exception thresholds so they do not drift.

Frequently Asked Questions

What is the first thing to check when a plan looks wrong?

Check what was collected. Compare the collected on hand, open orders and demand to the source. Many wrong-looking plans are simply planning on stale or partial data rather than showing a logic defect.

Do I need sourcing rules for every planned item?

Planned items need a defined source, whether through sourcing rules and assignment sets or item defaults, so the plan knows whether to make, buy or transfer. Items without a source commonly produce exceptions or no recommendation.

How often should planning data be collected?

As often as the planning cadence requires, and always before the plan run that will be acted on. Many teams schedule an incremental collection before each run and a full collection less often. Agree it with planners.

Is this checklist only for new implementations?

No. It is also useful as a health check on a live system, particularly after a quarterly update, an acquisition of new plants or a change in sourcing policy.

If your planners want to ask questions across plan output and ERP transactions, Netray can build a private, read-only assistant on top of your data. The checklist is useful without it.

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Oracle Fusion Supply Planning Checklist