Define Customers, Suppliers, and Sites
Create customers, suppliers, and in the source instance, then collect them to Oracle Collaborative Planning. After you set up your information in an Oracle ERP system, the data is collected into Oracle Advanced Supply Chain Planning and Oracle Collaborative Planning.

Define Customers and Customer Sites
Customers are defined in Oracle Order Management, using the Customers - Standard window. When defining a customer, enter the customer site in the location column. After defining your customers, run a targeted trading partners data collection to collect new customers into Oracle Collaborative Planning.

Define Suppliers and Supplier Sites
Suppliers are defined in Oracle Purchasing using the Supply Base - Suppliers window. When defining a supplier, enter the supplier site in the location column. After defining your suppliers and their sites, run a targeted trading partners data collection to collect new suppliers into Oracle Collaborative Planning.

Define Users
You can define users that belong to your company, your supplier's company, or your customer's company. You must set up supplier users as contacts for supplier sites before they can be registered as users. Customer users must be setup as contacts for customer sites before they can be registered as users. After establishing the users in the
Oracle ERP system, run a targeted user company association data collection to collect new users. Select the option to create and enable user company association.

Oracle Collaborative Planning links the contact supplier information to the new user.

If your implementation of Oracle Collaborative Planning exists on a separate machine from the Oracle ERP system, then customer or supplier users must be established in the Oracle Collaborative Planning system.
To establish a customer or supplier user in Oracle Collaborative Planning, you must complete the following steps:

1. Define a new user by navigating to Security > User > Define. The System Administrator creates new accounts.
2. In the Users window, enter the same username you created in the Oracle ERP system and assign the Supply Chain Collaboration Planner responsibility.
3. Run a targeted data collection to collect company user association from the Oracle ERP system into the Oracle Collaborative Planning system. Set the flag on the Company User Association parameter to enable user company
association.
4. Maintain the company site information in the Oracle ERP system and collect data to Oracle Collaborative Planning.
5. Customers and suppliers can post their supplies and demands into the Oracle Collaborative Planning system.

Assign Responsibilities
Reserve the Supply Chain Collaboration Administrator responsibility for a system administrator who has responsibility for the whole deployment. The following table lists the different types of users, which responsibilities you can assign to them, and the responsibility description: