MSC Plan Order Upload actions Oracle ASCP (Advanced Supply Chain Planning) plan recommendations from Excel. It downloads the planned orders and reschedule recommendations of a plan, lets you amend the implement date and implement quantity, and then selects them for release or releases them, the same as ticking For Release and running Release in the Planner Workbench. It only updates existing recommendations; it never creates or deletes plan data.
When to use it
- Release ASCP planned orders in bulk instead of one by one in the Planner Workbench.
- Mark many planned orders as selected for release, so a planner can review and release them later.
- Act on Reschedule In / Reschedule Out recommendations for existing supply orders.
- Override the suggested implement date or quantity before releasing.
Before you start
- The plan has been run and its recommendations are visible in the Planner Workbench.
- Your user has a responsibility with update access to the Planner Workbench for the organization (not a view-only workbench). The upload checks this and uses it to select and release the orders.
- In a distributed setup, where planning runs on a separate instance, your user must also exist on the planning instance with access to release planned orders there.
Choose a template
| Template | Use it for |
|---|---|
| Plan Order Recommendations (default) | Download the recommendations and choose the rows to action yourself. |
| Plan Order Recommendations – Automatic Release | Pre-sets Upload Mode to Release the Order and Auto Populate Release Status to Yes, so every downloaded recommendation is already marked for release and the file can be saved and uploaded without picking rows. Check the Planning Instance before running. |
Step 1 – Set the parameters
Open MSC Plan Order Upload in Blitz Report and set the parameters:
| Parameter | Meaning |
|---|---|
| Upload Mode | Select for Release (default) only marks the orders as selected for release; Release the Order selects and releases them. It also limits the value you can choose in the Update Release Status column. |
| Auto Populate Release Status | Yes fills Update Release Status with the Upload Mode on every downloaded row and marks the rows for upload. |
| Planning Instance | The planning instance code (required). |
| Plan | The plan whose recommendations are downloaded (required). |
| Organization / Source Organiziation | Restrict the download to a planned organization or a source organization. |
| Category Set / Category | The category set shown in the file (required, defaults to the planning default) and an optional category filter. |
| Item | Restricts the download to one item. |
| Explode Assemblies | Yes also downloads the recommendations for the components of the selected items’ bills of material. |
| Project / Planner / Buyer / Make/Buy | Further filters on the item or order. |
| Order Type | Defaults to Planned order. Clear it or choose another order type to download reschedule recommendations for existing supplies. |
| Action | Restricts the download to one recommendation, for example Release or Reschedule In. |
| Selected for Release | Downloads only orders that are, or are not, already selected for release. |
| Suggested Due From / Suggested Due To | Restrict the download to a suggested due date range. |
| Show Item Descriptive Attributes | Yes adds the item descriptive flexfield columns. |
Step 2 – Run to download the Excel file
Click Run. The Excel file downloads and opens with one row per recommendation that can be actioned: orders with a Release, Reschedule In or Reschedule Out recommendation, and orders already selected for release. Most columns are read-only and identify the order.
Step 3 – Enter or change the data
For each order you want to action, choose Update Release Status (Select for Release or Release the Order, depending on the Upload Mode) and check the Implement Date and Implement Quantity. Both must be filled in, and the Implement Date cannot be in the past. For an order that is already selected for release (Released Status Selected), you can change the Implement Date or Implement Quantity without setting Update Release Status. Only these three columns can be changed.
Step 4 – Validate and Save
Click Validate and Save. This checks for missing required values and saves the file. Correct any rows it flags before uploading.
Step 5 – Upload the file
In Blitz Report click Upload and select the saved file. This submits the upload request, which checks each order against the current plan, applies the implement date and quantity, selects the order for release and, for Release the Order, runs Oracle’s release process.
Step 6 – Review the result report
When the request completes, a result report opens listing every uploaded row with its status and message. Selected orders show Released Status Selected with the new implement date and quantity.
What’s produced
- Plan orders selected for release, with the amended implement date and quantity.
- For Release the Order: released recommendations, created by Oracle’s standard release process (for example purchase requisitions or discrete jobs for planned orders, and rescheduled existing orders).
- A result report listing every row with a status (success or error) and a message.
Common questions
What is the difference between Select for Release and Release the Order?
Select for Release marks the order as selected and stores your implement date and quantity, the same as ticking For Release in the Planner Workbench, but does not release it. Release the Order does the same and then releases the order.
Does it create new planned orders?
No. It only updates recommendations that already exist in the plan.
I only want to change the implement date or quantity. What do I enter?
If the order is already selected for release, just change the Implement Date or Implement Quantity. If it is not, also set Update Release Status.
How do I release everything without choosing rows?
Use the Automatic Release template, or set Upload Mode to Release the Order and Auto Populate Release Status to Yes.
Why are my reschedule recommendations missing?
Order Type defaults to Planned order. Clear it or choose the order type of the existing supply, for example a purchase order.
Can I change the comments or Implement As?
No. Comments and Implement As are shown for reference only.
Troubleshooting
| Message | Cause | What to do |
|---|---|---|
| User <user> does not have access to release planned orders in the ASCP instance | None of your responsibilities has update access to the Planner Workbench for the organization. | Ask your administrator for a planning responsibility with update access to the workbench for this organization. |
| User <user> is not defined in the ASCP instance | Distributed setup: your user does not exist on the planning instance or may not release there. | Have the planning administrator create the user and assign release access on the planning instance. |
| Update Release Status must be specified to update the Implement Date/Quantity | The implement date or quantity was changed on an order that is not selected for release. | Set Update Release Status. |
| Both Implement Date and Implement Quantity must be specified to select or release a Plan Order | One of the two values is empty. | Fill in both columns. |
| Implement Date cannot be in the past | The Implement Date is before today. Recommendations of older plans can carry past dates. | Enter today or a later date. |
| Release Quantity must be >= 0 | Negative Implement Quantity. | Enter zero or a positive quantity. |
| Plan Order has already been implemented. Qty=<quantity> | The order was released after the download. | Download the recommendations again. |
| Plan Order Release Status has changed / Plan Order recommendation has changed. Action=<action> | The order was selected, released or re-planned after the download. | Download the recommendations again and reapply your changes. |
| Invalid Planning Instance / Invalid Plan | The instance or plan in the file no longer exists, for example after a plan was renamed or purged. | Download the recommendations again for an existing plan. |