OBIA 11.1.1.8.1:Add Closed Orders to Backlog Calculations

1. By default, the Oracle Supply Chain and Order Management Analytics application only extracts open sales orders from the Sales Order Lines (W_SALES_ORDER_LINE_F) table and Sales Schedule Lines table (W_SALES_SCHEDULE_LINE_F) for backlog calculations to populate the Backlog tables. Open sales orders are defined as orders that are not canceled or not complete. 
2. The purpose in extracting only open orders is that in most organizations those orders that are closed are no longer a part of backlog. 
3. However, if you want to extract sales orders that are marked as closed, you must remove the default filter condition from the extract mapping.
4. For example, assume your customer orders ten items. Six items are invoiced and shipped, but four items are placed on operational and financial backlog. 
5. This backlog status continues until one of two things happens:

• The items are eventually shipped and invoiced.
  
• The remainder of the order is canceled.
  

If you choose to extract sales orders that are flagged as closed, you must remove the condition in the Backlog flag. To do so, use the following procedure.
The BACKLOG_FLAG in the W_SALES_ORDER_LINE_F table is also used to identify which sales orders are eligible for backlog calculations. By default, all sales order types have their Backlog flag set to Y. As a result, all sales orders are included in backlog calculations.
To remove open order extract filters:

1. In Oracle Data Integrator, open Mappings folder, and then SDE_ORA11510_Adaptor, SDE_ORAR12Version_Adaptor
2. 
3. Open SDE_ORA_SalesOrderLinesFact - Interfaces - SDE_ORA_SalesOrderLinesFact.W_SALES_ORDER_LINE_FS for E-Business Suite adaptors
4. Click Quick-Edit tab and expand Mappings inside Quick-Edit tab.
   
5. Find the OPR_BACKLOG_FLG and open Mapping Expression. Then, remove SQ_BCI_SALES_ORDLNS.OPEN_FLAG = 'Y' AND for E-Business Suite adaptors, or remove SQ_FULFILLLINEPVO.FulfillLineOpenFlag = 'Y' AND for FUSION adaptor.
   
6. Find the FIN_BACKLOG_FLG and open Mapping Expression. Then, remove SQ_BCI_SALES_ORDLNS.OPEN_FLAG = 'Y' AND for E-Business Suite adaptors, or remove SQ_FULFILLLINEPVO.FulfillLineOpenFlag = 'Y' AND for FUSION adaptor.
   
7. Save your changes to the repository.
   
8. Open the Mappings folder, and then PLP folder.
   
9. Open PLP_SalesBacklogLinesFact_Load_OrderLines - Interfaces -PLP_SalesBacklogLinesFact_Load_OrderLines.W_SALES_BACKLOG_LINE_F.SQ_SALES_ORER_LINES_BACKLOG.
   
10. Click Quick-Edit tab and expand Filters inside Quick-Edit tab.
    
11. Find the filter W_STATUS_D.W_STATUS_CODE<>'Closed' and remove it.
    
12. Open PLP_SalesBacklogLinesFact_Load_ScheduleLines - Interfaces -PLP_SalesBacklogLinesFact_Load_ScheduleLines.W_SALES_BACKLOG_LINE_F.SQ_W_SALES_SCHEDULE_LINE_F.
    
13. Click Quick-Edit tab and expand Filters inside Quick-Edit tab.
    
14. Find the filter W_STATUS_D.W_STATUS_CODE<>'Closed' and remove it.
    
15. Save your changes to the repository.