Oracle Fusion Cloud SCM Planning Training Course

Course overview

Oracle Fusion Cloud SCM Planning is most valuable when planners need to move beyond spreadsheet-based forecasts, disconnected inventory reports, and manual expedites. The course addresses the operational challenge of balancing demand, supply, capacity, and inventory across organisations while responding quickly to forecast changes, supplier delays, constrained components, and shifting customer priorities. Participants learn how Oracle Fusion Cloud SCM Planning converts collected transactional data into actionable plans, exceptions, and decision-ready supply recommendations.

The course covers the end-to-end planning flow in Oracle Fusion Cloud Demand Management, Supply Planning, and Sales and Operations Planning. Participants configure and review planning data, manage demand plans, apply forecasting methods, analyse forecast error, run supply plans, evaluate constrained supply recommendations, and work with planning exceptions. They also learn to use planning measures, plan inputs, simulation concepts, demand and supply balancing, and OTBI reporting to support planning decisions with traceable evidence.

Training is delivered through instructor-led demonstrations, guided configuration tasks, realistic planning scenarios, and peer review of planning decisions. Participants work in a configured Oracle Fusion Cloud SCM Planning environment and build a practical planning workbook containing forecast assumptions, plan-review checklists, exception-management rules, supply response decisions, and a 30-day application plan for their own planning operation.

This intermediate course suits professionals who already understand core supply chain concepts and now need to operate, support, or improve Oracle Fusion Cloud SCM Planning processes. It is equally relevant to functional analysts and managers responsible for plan quality, inventory exposure, service performance, and adoption of a standard planning cadence.

Course objectives

By the end of this course, participants will be able to:

• Configure planning data collections, organisation parameters, items, sourcing rules, and calendars for an Oracle Fusion Cloud planning cycle
• Create demand plans using forecast profiles, historical data, causal factors, and demand plan measures
• Evaluate forecast accuracy using forecast error measures, bias analysis, and planner adjustments
• Run supply plans and interpret unconstrained and constrained supply recommendations
• Resolve planning exceptions by prioritising late supply, material shortages, capacity constraints, and excess inventory signals
• Compare planning scenarios and document the demand, sourcing, inventory, and capacity assumptions behind each decision
• Build OTBI analyses for plan exceptions, forecast performance, supply availability, and inventory-risk review meetings
• Produce a documented Oracle Fusion Cloud SCM Planning operating cadence with roles, review checkpoints, and escalation rules

Benefits of attending

Target competencies

Who should attend

• Supply Chain Planners — who must convert demand signals into feasible supply and inventory actions
• Demand Planners — who maintain forecasts, assess forecast accuracy, and manage planner overrides
• Supply Planners — who resolve shortages, sourcing conflicts, and constrained supply recommendations
• Oracle Fusion Cloud SCM Functional Analysts — who configure and support planning processes for business users
• S&OP Managers — who need structured demand-and-supply scenarios for executive planning decisions
• Inventory and Materials Managers — who need to reduce stock exposure while protecting service commitments

Requirements and prerequisites

Participants should have working knowledge of supply chain planning concepts, including demand forecasting, lead times, bills of material, sourcing, inventory policies, capacity constraints, and supply exceptions. Experience using Oracle Fusion Cloud SCM transaction areas, particularly Product Management, Inventory Management, Procurement, or Order Management, is strongly recommended. Participants should be comfortable navigating Oracle pages, filtering data, and interpreting basic planning reports. Prior hands-on experience with Oracle Fusion Cloud Demand Management or Supply Planning is helpful but not mandatory. SQL, programming, statistical modelling, and Oracle technical administration are not required.

Training methodology

The instructor uses a live Oracle Fusion Cloud SCM Planning environment to demonstrate each planning activity before participants complete guided tasks. Exercises progress from checking collected planning data to creating demand plans, running supply plans, resolving exceptions, and presenting a planning scenario. Short case studies introduce practical issues such as late supplier supply, forecast bias, constrained components, and excess inventory. Participants compare decisions in small groups, then complete an end-of-course application plan that maps Oracle planning activities, owners, measures, and review meetings to their workplace.

Course outline

Day 1: Planning architecture, master data, and data collections

• Oracle Fusion Cloud Supply Chain Planning process architecture
• Planning Central, Demand Management, Supply Planning, and S&OP positioning
• Planning source systems and collected planning data
• Planning organisations, items, customers, suppliers, and calendars
• Bills of material, resources, work definitions, and lead-time dependencies
• Sourcing rules, assignment sets, and supply network relationships
• Planning data-quality checks and collection troubleshooting

Workshop: Participants validate a sample planning data set, identify collection and master-data defects, and produce a planning data-readiness checklist.

Day 2: Demand planning and forecast performance

• Demand plan structure, plan inputs, and planning measures
• Forecast profiles and statistical forecasting methods
• Historical demand cleansing and outlier treatment
• Causal factors, events, and demand-shaping inputs
• Planner overrides and forecast approval controls
• Forecast error, bias, and accuracy measure interpretation
• Demand plan publishing and consensus demand review

Workshop: Participants create and review a demand plan, apply an event-driven override, and produce a forecast accuracy commentary for a monthly review.

Day 3: Supply planning, constraints, and recommendations

• Supply plan options and planning run parameters
• Unconstrained versus constrained supply planning
• Safety stock, demand priorities, and inventory planning logic
• Material availability, component dependencies, and pegging analysis
• Capacity constraints, resource loads, and overload resolution
• Planned orders, transfer orders, and buy-versus-make recommendations
• Supply plan release considerations and execution hand-off

Workshop: Participants run a constrained supply plan and produce a prioritised response to shortages, overloads, and delayed supply.

Day 4: Exceptions, simulations, and S&OP decisions

• Planning exception types, severity, and exception sets
• Exception triage for late supply, shortages, and excess inventory
• Root-cause investigation using plan details and pegging
• Supply and demand simulation concepts
• Scenario assumptions for sourcing, capacity, inventory, and demand changes
• Sales and Operations Planning process alignment
• Decision logs, escalation thresholds, and management review packs

Workshop: Participants assess a disruption scenario, compare response options, and produce an S&OP decision log with assumptions and escalations.

Day 5: Analytics, governance, and workplace application

• OTBI subject areas for supply chain planning analysis
• Plan exception dashboards and planner work queues
• Forecast performance and inventory-risk reporting
• Planning calendar design and review cadence
• Planner roles, data ownership, and approval governance
• Planning KPI definitions for service, inventory, and responsiveness
• Oracle Fusion Cloud SCM Planning adoption and continuous-improvement roadmap

Workshop: Participants build a planning governance pack containing an OTBI report design, KPI set, review calendar, role matrix, and 30-day implementation plan.

Tools & standards covered

Oracle Fusion Cloud Demand Management, Oracle Fusion Cloud Supply Planning, Oracle Fusion Cloud Sales and Operations Planning, Oracle Transactional Business Intelligence (OTBI)

A typical training day

Live online deliveries follow the same structure in the East Africa Time zone, with shorter screen blocks and longer breaks.

What the fee includes

How you can take this course

Certification

Participants who complete the full five days receive the Skillset Development Certificate of Completion, stating the course title, course code, dates and delivery format — suitable for professional-development records and employer reimbursement.

Frequently asked questions