Global Forecast Present in Collections Workbench But Not In Planner's Workbench [ID 1502156.1]

Applies to:

Oracle Advanced Supply Chain Planning - Version 12.1.3 and later
Information in this document applies to any platform.

Symptoms

R12.1.1 CU3 - PRODUCTION - Unconstrained

Customer is generating global forecasts from Demantra and feeding these into ASCP at the Zone consumption level. Some items are not getting planned.
The items (both good and bad example) belong to a category set called AG_PKG_ILA and a sourcing rule is defined at the category level. This sourcing rule is added to the assignment set 'Nafta Global Assignment'.
Forecast is showing up for item 10473225 but not for 10305225.
During the OWC, we ran

select * from msc_demands
where plan_ID = 2 and origination_type = 29 and organization_id = -1 and inventory_item_id = 1291;

Plan Options were set to Overwrite None. Changed it to 'All' but still did not see the forecast for item10305225.
Customer then ran the plan with 'Demand Scheduled Items and Sales Orders' but still no Forecast for item 10305225.
(Customer even tried running the plan without the assignment set)

Item 10473225 is working correctly. Its inventory_item_id is 214633. It has a working global forecast for which planned orders were generated.
It belongs to category MTO, category_set_id = 1001, category_id = 117244

Item 10305225 is not working correctly. Its inventory_item_id is 1291. We see the forecast quantities under using_requirement_quantity (the global fc quantities) but no planned orders are generated.
It belongs to category MTS, category_set_id = 1001, category_id = 117245
For this plan run we have plan_id =3

When the customer changes the category AG_PKG_ILA on the non working item 10305225 to 'ILA_IL1_CUST' at the Item Master level, then recollects and replans, then the item is planned correctly.
For this plan we have plan_id = 2

This is happening in both PROD and TEST. The customer started using Demantra forecasts last week and though that all items were performing as expected. Several items, including 10305225 are not and this was only discovered last week. The customer is currently manually calculating forecasts for these items and manually creating planned orders in Production.

So the issue appears to be caused by a category. However, why do we get three planned orders for inventory_item_id 1291 in plan_id 3 (see msc_supplies.xls) while there are many more Forecasts that are not being planned?
Please investigate the following transaction_id in msc_supplies.dat for plan_id 3. Why are there only three planned orders generated while there are 83 forecasts for this item which we expect to see in the Planner's workbench.


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Cause

Global forecast is not getting distributed for the items where only BOD is defined.
It is getting distributed or distribution rules is being snapshoted if there is an instance level sourcing rule present for that category.

Research in bug 14563239

Solution

A BOD can only specify sources to an org. In the BOD, you must select the receiving org and then in the lower window, the user selects the sources for the receiving org. Therefore, a BOD cannot be applied to an item, it can only be applied to item-org.
So a BOD is not used by Global Forecasting and users should use sourcing rule instead of BOD for defining distribution rules for global forecast.