Download - Demantra Overview
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Margie Bell, Director of Product ManagementMary Martin, Principal Product Manager
Overview Coordinated byArun Cavale
Supply Chain Architects
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The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Safe Harbor Statement
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Demantra
Integration Overview
Trade Management
Execution
Siebel CRM
Supply ChainManagement and Financials
Oracle EBS
Strategic Network Optimization
Inventory Optimization
Adv. Supply Chain Planning
Global Order Promising
Collaborative Planning
Supply Chain Planning
Demand Management
Demantra
Advanced Forecasting
Predictive Trade Planning
Promotion OptimizationDeduction andSettlement Management
Trade Promotion Management
Rea
l-Tim
e Sa
les
and
Ope
ratio
ns P
lann
ing
Production Scheduling
JDE E1
Supply ChainManagement and Financials
Demand Management
Siebel Sales
Siebel
Configure to Order
Released in 7.1.1Released in 7.1.1 To be released in 7.2 In roadmap
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•
Standard, pre-configured, extensible hierarchies, series and worksheets to model all planning data:
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Map to EBS and E1 hierarchies•
Products, product families and product categories•
Customer ship-to locations•
Sales channels and customer accounts
•
Sense demand real-time•
Capture demand more frequently, closer to the point of consumption•
Capture demand and forecast at more granular level (store, shelf, attributes, product characteristics)
•
Achieve consensus demand number more quickly by involving all constituents at the same time, including customers
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Quickly identify and react to demand changes and exceptions
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Improve forecast accuracy•
Leverage advanced statistics for more accurate demand number•
Use any combination of quantitative or qualitative data to establish your base line forecast
•
High precision statistical forecasting, no statistical background required –
Superior Bayesian-Markov forecast analytics•
Forecast based on attributes and characteristics•
Leverage Advanced Forecast Modeling for promotion lift decomposition and causal analysis
•
Evolve to real-time S&OP•
Profitably balance supply, demand, and budgets•
Align strategic and tactical plans•
Role based process, proactively managed via workflow
Analyst
Final Approver
Support planning the way your business worksOracle Demantra
Demand Management
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Demantra
Integration –
Demand Management
Supply ChainManagement and Financials
Oracle EBS
Strategic Network Optimization
Inventory Optimization
Adv. Supply Chain Planning
Supply Chain Planning
JDE E1
Supply ChainManagement and Financials
Demand Management
Demantra
Demand Management
Items, Orgs, etc
Shipments
Forecast Error
Demand Management
Demantra
Demand ManagementForecast
Strategic Network Optimization
Production and Distribution Planning
Supply Chain Planning
Production Scheduling
SCBM Forecast (XML)
Items, Orgs, etc Calendars, Users
Shipments, Bookings, UOM, Currency, Conversion Rates, Price Lists
Demand Priority
Forecast
Forecast (XML)
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0
500
1000
1500
2000
2500
3000
Week 1 Week 6 Week 11
Week
Cas
es
Actual
0
500
1000
1500
2000
2500
3000
Week 1 Week 6 Week 11
Week
Cas
es
CannibalizationForward buyingPantry loadingCompetitive switchingCategory growthBaselineActual
Net
lift
Baseline
Gross lift
Demand Management vs. Advanced Forecasting and Demand Modeling
Past Future Past Future
DM AFDM
Basic causal forecasting•
Shows the cumulative impact of multiple factors that impact demand
Adds advanced statistical analysis•
Breaks down the impact in to baseline (including trend, season, and causals), direct lift, indirect lift (cannibalization and halo), pre-effect (event anticipation), and post-effect (pantry loading)
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Evolve to Real-Time S&OP
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Seeded templates for S&OP collaboration
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Seeded consensus planning worksheets•
Easily tailored to your business
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Configurable and extensible•
Collaborate at any level
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Manage by exception instantly•
Exceptions and visual cues easily point to important issues immediately
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Document all assumptions with a complete audit trail of decisions taken
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Leverage POS data to alert planners to exceptions real time (versus batch month by month)
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Integrated•
Seeded data streams integrated to EBS, SNO and ASCP for data commonly used in the process (production plan, on-hand, resource capacity, etc.)
Profitably balance supply, demand, and budgets
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Demantra
Integration –
Sales & Operations Planning
Supply ChainManagement and Financials
Oracle EBS
Strategic Network Optimization
Inventory Optimization
Adv. Supply Chain Planning
Supply Chain Planning
Sales & Operation Planning
Demantra
S&OP
ASCP data, Supply Plan members, SNO publish data files
Items, Orgs, etc Calendars, Users
Shipments, Bookings, UOM, Currency, Conversion Rates, Price Lists
PLUSSCI data and unit
cost
Consensus Forecast
SNO/ASCP
collections
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•
Collaboratively manage all funds, sales, and account planning
•
Sales forecasting by account/customer ship-to•
Predict and monitor trade fund spending•
Interactive promotion planning with what-if analysis of manufacturer and retailer impacts
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Lift decomposition identifies promotion effects such as cannibalization and halo
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Direct sales and external brokers and distributors
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Profitably optimize future promotions•
Automatically selects best promotion strategy
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Integration roadmap: E1•
Leverage DM integration for Items, Locations, Shipments•
Promotional Pricing integration to ensure correct order pricing and accurately track promotional spending and accruals
•
Settlement integration with A/R and A/P to resolve deductions and process claims
•
Integration roadmap: Siebel TPM
Demand Driven Predictive Trade Planning
CollaborationWorkbench
Single Source of Truth
Stakeholders
Marketing Sales FinanceSupply Chain
Customer Data
Products
Promotions
Claims
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JDEJDE
JDEJDE
Product Hierarchy
Customer Hierarchy
Sales Activity (Historical and Current)
Promotional Pricing(Off-Invoice & Bill-Back Allowances)
Volume Forecast
Actual Promotional Spending/Accruals
Deductions
Credit Memo / Write-Off / Chargeback
JDEJDE
Confirmation
Payment Requests
List Pricing and Standard Costing
Addressed by Demantra Demand Management Integration
Promotion History
Legacy Client TPM
System
Legacy Client TPM
System
ClaimsManual Entry
Manual Entry
Addressed During Implementation
Demantra
Integration –
Predictive Trade Planning to E1
Order Mgmt
A/P
A/R
PTPDemantra
Predictive Trade
Planning
DSMDemantra
Deductions and
Settlement Management
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Demantra
Integration –
Predictive Trade Planning to Siebel
Demantra PTP
Demantra PTP
Siebel TPM
Siebel TPM
Promotional Tactics Master List (manual)
Sales Activity (initial historical shipments load with nightly updates)
Promotions (initial historical load with nightly updates)
Volume Forecast (baseline shipments future 18 months)
Promotions –
Incremental Volume (current & planned)
Product Planning Hierarchy (initial full load with nightly incremental loads)
Time Period Definitions (manual)
Account Planning Hierarchy (initial full load with nightly incremental loads)
Pricing and Cost (future 18 months)
Fund Balances (current snapshot)
Plan Master (initial full load with nightly incremental loads)
Promotional Lift Coefficients (future 18 months)
Step 1: Feed of master data, sales activity, and promotional details from Siebel to Demantra.Step 2: Run forecasting engine in Demantra.Step 3: Feed of baseline forecast, promotional incremental volume, and lift coefficients from
Demantra to Siebel
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Roadmap: Business Transformation, not just S&OP
•
Best-in-class statistical forecasting improves baseline for Operations Plan and Sales Plan
•
Best-in-class financial planning, budgeting and forecasting provides visibility to revenue and cost targets
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Aggregate and detailed planning and consumption analysis enable companies to pinpoint problems and opportunities at actionable level
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Demantra “aligns”
financial plan from Hyperion to supply plan in EBS/ERP
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Current statistical forecast compared to financial budget on continuous basis and exception generated with actionable detail
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Integrated Siebel sales and promotions modeling provides instant
impact of demand shaping applied to close gaps
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Potential revenue or profit short falls identified when something can be done about it
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Oracle Demantra Product EBS JDE
Enterprise1 Siebel Peoplesoft Hyperion
Demand Management R11i10√R12
R8.12 √R8.11SP1√
R9.0Advanced Forecasting and Demand Modeling
Real-time Sales and Operations Planning
R12R11i10
R8.2 (Siebel Sales)
In planning
Predictive Trade Planning R8.12 R7.8
Trade Promotion Optimization
R8.12 R7.8
Deduction and Settlement Management
R8.12
Demantra
Product Integration Plan
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Demand Management Details
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Oracle Advanced Planning Complete E-Business Planning Solution
Collaborative Planning CP
Sales and Operations Planning
From short-term to long-term
From
det
ail t
o su
mm
ary
CPSC Exception Management
PSProduction Scheduling
ASCPDistribution Planning
GOPGlobal Order Promising
ASCPSupply Chain & Manufacturing Planning
IOInventory Optimization
DMDemand Management
SCISupply Chain Intelligence
DevelopMarketSellOrderPlan
Procure
Make
FulfillService
Maintain FinanceHR
ProjectsAll Product,
Customer,& Supplier
Information
SNONetwork Design
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EBS-Demantra DM Integration Description
The Integration of E-Business Suite & Demantra includes: •
Seeded collections from EBS into Demantra DM•
Shipment History, Booking History, Returns History•
Manufacturing & Fiscal calendars•
Units of Measure•
Price Lists, Currencies, Currency Conversion Rates•
Level Values for seeded Hierarchies & Levels:Item Levels•
Product Category: Item > Category•
Product Family: Item > Product Family•
Demand Class: Demand ClassLocation Levels•
Zone: Site > Trading Partner Zone > Zone•
Customer Class: Site > Account > Customer > Customer Class•
Business Group: Organization > Operating Unit > Bus Group •
Legal Entity: Organization > Legal Entity•
Sales Channel: Sales Channel
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EBS-Demantra DM Integration Description
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Legacy collections to support bringing in historical data and dimensional data from Legacy systems into DM •
Shipment & Booking History•
Level Members•
Some customization is required to collect Sales Channel, Customer, Fiscal Calendar & to specify the Category Set
•
Support for multiple source instances•
Item A from Instance 1 & Item A from Instance 2 are treated as the same item
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The items & parents collected are determined by profiles:•
Master Category Set•
Master Org
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EBS-Demantra DM Integration Description
•
Output from DM to E-Business Suite includes:•
Forecasts to
•
Advanced Supply Chain Planning•
Inventory Optimization
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Strategic Network Optimization•
Production Scheduling
•
Forecast accuracy to Inventory Optimization•
Forecast priority to Advanced Supply Chain Planning
•
APS and Demantra must be on the same database instance in order for Demantra to output forecasts to ASCP, IO, SNO, PS
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EBS-Demantra DM Integration Description
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Supported configurations •
One or more EBS 11i10 sources instances + one or more legacy instances, separate 11i10 APS/Demantra destination instance
•
Consolidated 11i10 EBS source / APS / Demantra instance•
One or more EBS 11i10 source instances + one or more legacy instances, separate 11i10 Demantra instance (no other APS products)
•
Consolidated 11i10 EBS source / Demantra instance (no other APS products)
•
Supported database versions are Oracle 9i and Oracle 10g
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Future plans include support for R12 and for configurations with R12 as the destination and 11i10 as the source
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EBS-Demantra DM Integration Description
Consolidated 11i10 EBS source / APS / Demantra DM instance
Consolidated 11i10 EBS source /Demantra instance
Demantra
EBS
Transactional
Applications Flat file Loads
DemantraStaging
External Fileor DB View
Single EBS/DM Instance
Single EBS/APS/DM Instance
Demantra
ODS
ASCP IO
EBS
Transactional
Applications
SNO
Flat file Loads
DemantraStaging
Shipments,Bookings, UOM, Currency, Price Lists
Forecast, Forecast Accuracy, Demand Priority
Items, Orgs etc., Calendars
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EBS-Demantra DM Integration Description
APS Planning Instance
Demantra
ODS
EBS Source
ASCP IO SNOFlat file Loads
Demantra Staging
One or more EBS 11i10 sources/One or more Legacy instances /Separate 11i10 APS/Demantra destination instance
Demantra Instance
DemantraEBS
SourceFlat file Loads
Demantra Staging
External Fileor DB View
One or more EBS 11i10 sources/One or more Legacy instances /Separate Demantra destinationinstance
Shipments, Bookings, UOM, Currency, Price Lists
Forecast, Forecast Accuracy, Demand Priority
Items, Orgs etc., Calendars
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Run Collection for Shipment & Booking
AutomaticallyLaunch
Download?
Run Collection forPrice List,
Returns History
Demantra LoadCompletes
Yes
No
Automated process
EBS-Demantra DM Integration Setup and Process
SETUP PROCESS
DownloadRuns Automatically
Run Standard Collection
Set up Instances
Designate CalendarsFor use in DM
Designate Price ListsFor use in DM
DesignateNew Products (if required)
To appear in DM
Run appropriateDownload Workflow for Price List, Returns, &Full Download if Auto=NO
Run Standard Collection
Run Collection forCurrency Conv.,
UOM Conv.
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EBS-Demantra DM Integration
Loads reference data from EBS
Loads EBS data into DM Staging tables
Loads data from Legacy Systems into DM Staging
•
After Instances have been setup, Standard Collections run and Calendars, Price Lists & Calendars setup, run the appropriate collections processes
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EBS-Demantra DM Integration
•
Workflow Manager gives the Admin access to the workflows that download data, calculate the forecast, upload data etc.
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Additional workflows can be created as needed
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EBS-Demantra DM Integration
•
After Setup & Collections are complete, Admin launches the Forecast Calculation & Approval Process workflow
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At completion, the Planning Group workflow is automatically invoked to notify the Demand Analysts the forecast is available
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EBS-Demantra DM Integration
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Once the forecast is approved, the Admin can upload the forecast, forecast accuracy and forecast priority to ASCP, IO, SNO & PS
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The Workflow invokes an export integration profile to upload a global or local forecast to EBS
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EBS-Demantra DM Integration
•
Local Forecast• Series: Final Forecast, Forecast Accuracy MAPE, Demand Priority•
Output Levels: Item, Org, Week•
Global Zone Forecast•
Series: Final Forecast, Forecast Accuracy MAPE, Demand Priority•
Output Levels: Item, Zone, Week•
Local Forecast with Demand Class•
Series: Final Forecast, Forecast Accuracy MAPE, Demand Priority•
Output Levels: Item, Org, Week, Demand Class•
Global Zone Forecast with Demand Class•
Series: Final Forecast, Forecast Accuracy MAPE, Demand Priority•
Output Levels: Item, Zone, Week, Demand Class
The exported dataset is determined by the export integration profile
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EBS-Demantra DM Integration
•
Admin can create additional import integration profiles to download custom series
•
Admin can also create additional export integration profiles to upload series; however the following naming convention must be followed for Series’
internal names:
•
Forecast: FCST_•
Priority: PRTY_•
Forecast accuracy MAPE: ACRY_MAPE_•
Destination key: DKEY_
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EBS-Demantra DM Application Description
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Demand Management offers:•
Statistical forecasting, reporting, analysis, collaboration, exceptions, internal and external collaboration
•
Preseeded components•
Levels, hierarchies, data series•
Preseeded worksheets•
Demand Analysis & Waterfall Analysis•
Preseeded workflows •
Analyst notification & Approval process•
Forecast archiving to preserve current period’s forecast•
Process run manually or can be scheduled•
Access to series, levels and menus based on security settings for groups and users
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EBS-Demantra DM Application Description
•
Workbench organizes the Analyst’s information•
Select from seeded & custom worksheets•
View notifications and assigned tasks•
View online status of the collaboration group
•
Seeded worksheets in Demand Management offer a consolidated view of history, statistical forecast, overrides, final forecast, final approval and forecast accuracy
•
Analysts can run ad-hoc
forecast simulations
•
Analysts can create & share worksheets
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Admin customizesWorkflows
(One time only)
Admin runs/schedulesForecast Calculation& Approval Workflow
Analysts review &modify forecast
Analyst checks offTask as done when analysis complete
Yes
No –
MgrSends email
Automated process
EBS-Demantra DM Application Setup and Process
Admin sets up security& User Groups
(First time only orto modify groups)
SETUP PROCESS
Analysts receiveNotification from
Forecast & ApprovalWorkflow
ForecastApproved
Manager receivesNotification to
approve/disapproveAnalyst changes
Admin receivesNotification the
Forecast is readyfor upload
Analysts review &Modify forecast
Send email to Manager
Admin runs Archive Process and/or Upload
as needed
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EBS-Demantra DM Application Create/Modify Users
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System Administrator creates a new user in E-Business Suite with the relevant responsibility:
•
Demand Management System Administrator•
Demand Analyst•
User is automatically created in Oracle Demantra
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EBS-Demantra DM Application Analyst Overview
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Analysts are notified when the forecast is available for review
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Analysts manage or view forecasts and demand by starting Demand Management Workbench
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Seeded worksheets with the necessary series for analysis and modification of the forecast are available for the analyst at the beginning of each cycle.
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EBS-Demantra DM Application Analyst Overview
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Select Demand Analyst responsibility and Demand Management Workbench to start Oracle Demantra
•
The Collaborator Workbench displays; note the 4 panes of information
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EBS-Demantra DM Application Analyst Overview
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Analysts can start their review by selecting a Waterfall Analysis worksheet to determine the accuracy of previous forecasts
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Use the members browser to select the Category/Org combinations and review the actuals to forecast data
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EBS-Demantra DM Application Final Approver Overview
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When satisfied with the forecast, the Final Approval checkbox is
checked which locks the forecast
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The My Tasks checkbox is also checked to notify the Sys Admin the forecast is available for upload
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EBS-Demantra DM Integration
•
Once the forecast is approved, the Admin can upload the forecast, forecast accuracy and forecast priority to ASCP, IO, SNO & PS
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The Workflow invokes an export integration profile to upload a global or local forecast to E-Business Suite
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Additional Resources For Customers and Partners
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For More Information about our Products•
http://www.oracle.com/products/
•
For More Information about Education•
http://www.oracle/com/education/
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For More Information about Support•
http://www.oracle.com/support/
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For MetaLink Information:•
http://metalink.oracle.com/
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Oracle Product Documentation:•
http://www.oracle.com/technology/documentation/applications.html
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Q U E S T I O N SA N S W E R S
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