Collaborative Planning raises the exceptions related to shipping of materials from the supplier's site to the customer's site based on the key date on the purchase order issued by you or any of your trading partners. The key date is decided based on whether supplier or the customer is responsible for transporting the materials.

• If the supplier is responsible for transportation: Collaborative Planning considers the arrival (receipt date) date as a key date.
• If the customer is responsible for transportation: Collaborative Planning considers the ship date as a key date.

The following are the seeded exception categories for Collaborative Planning:

Late Orders
Late order exceptions occur when either you or your supplier are late in meeting a required date for an order. For example, if the Need By Date of a purchase order is 07/12/2003 and the system date is 07/22/2003, a late order exception is generated. The following late order exceptions are generated in Oracle Collaborative Planning:

Late Replenishment to Customer
• You see this exception as the supplier of an item.
• This exception is triggered when the receipt date on your sales order is later than the receipt date on the customer's purchase order and the threshold.

Late Replenishment from Supplier
• You see this exception as the customer of an item.
• This exception is triggered when the receipt date on the supplier's sales order is later than the receipt date on your purchase order and the threshold.
• By selecting this exception, you can navigate to the details of the purchase order that caused the exception (and related sales orders from the suppliers).

Replenishment to Customer is Past Due
• You see this exception as the supplier of an item.
• This exception is triggered when the system date is later than the receipt date on the customer's purchase order adjusted by the threshold.

Replenishment From Supplier is Past Due
• You see this exception as the customer of an item.
• This exception is triggered when the system date is later than the receipt date on your purchase order and threshold.
• By selecting this exception, you can navigate to the details of the purchase orders that caused the exception.

The details you can view of the purchase orders or sales orders that caused the exception include number of days the order is late by, exception types, order types, order numbers, release numbers, line numbers, items, quantities, order schedule dates (receipt date for the sales order, receipt date for the purchase order), order creation dates, and threshold days.
Material Shortage
Material shortage exceptions are discrepancies between your initial demand or supply and the corresponding supply or demand from your trading partner. Collaborative Planning exception engine enables you to generate Material Shortage exceptions by combining data for a base model and its configured items. The system tracks sales orders, order forecasts, and supply commits for configured items at base model level for exception generation. When the user drills down from the Vertical View through a sales order, the system checks if the item used in the sales order is a standard item or a configured item. If it is a configured item, the system compares aggregate order forecasts, supply commits and sales orders at a base model level and generates an exception if needed.

The following Material Shortage exceptions are generated in Oracle Collaborative Planning:

Supply Commit is Less Than Customer Order Forecast
• You see this exception as the supplier of an item.
• This exception is generated when the order forecast of a customer is more than your supply commit, adjusted to the threshold. The threshold is defined as percentage of order forecast.

Supplier's Supply Commit is Less Than Order Forecast
• You see this exception as the customer of an item.
• This exception is generated when supplier's supply commit is less than your order forecast, adjusted to threshold. Threshold for this exception is defined as percentage of order forecast.

Short Supply for Customer Purchase Order
• You see this exception as the supplier of an item.
• This exception is triggered when the quantity on your sales order is less than the quantity on the customer's purchase order.
• By selecting this exception, you can navigate to the details of the sales orders that caused the exception (and related purchase orders).

Short Supply from Supplier for Purchase Order
• You see this exception as the customer of an item.
• This exception is triggered when the quantity on the supplier's sales order is less than the quantity on your purchase order.
• By selecting this exception, you can navigate to the details of the purchase orders that caused the exception (and related sales orders).

VMI Item Shortage at Customer Site, Replenishment Required
• You can see this exception as the supplier of a VMI item.
• This exception is generated only for items which are enabled for VMI in the Approved Supplier List (ASL).
• This exception is generated when the total quantity of on-hand, requisitions, purchase orders, ASN (in-transit), and receipts for the item is less than the minimum quantity set for it.

VMI Item Shortage at Your Site
• You can see this exception as the customer of a VMI item.
• This exception is generated for items those are marked as VMI in the ASL.
• This exception is generated when the total quantity of On hand, Requisitions, Purchase orders, ASN, Receipts is below the minimum quantity set for the item.
From all these exceptions, you can navigate to the underlying transaction records, and review details.