{
  "test_id": "ORCL.SCM.PLAN.ANALYSIS",
  "scenario_name": "Plan Analysis",
  "application": "Oracle Fusion Cloud",
  "product": "SCM",
  "module": "Supply Planning",
  "process": "Plan Analysis",
  "business_flow": "Plan-to-Produce",
  "scenario_type": "Positive / Functional",
  "priority": "High",
  "automation_status": "SyntraFlow Ready",
  "library": "Syntra Standard",
  "canonical_url": "https://www.syntraflow.cloud/oracle-erp-testing-tool/test-library/scm/supply-planning/plan-analysis/",
  "objective": {
    "intro": "The objective of this test is to validate analysis and comparison of published and simulation supply plans in Oracle Fusion SCM Supply Planning, including key planning metrics and plan-to-plan comparison views, without assuming every metric is enabled or meaningful for every plan type.",
    "confirms": [
      "plan metrics such as on-time delivery, fill rate and utilization are correctly calculated and displayed on the dashboard, where enabled for the plan type",
      "plan-to-plan comparison between two published plans correctly aligns matching organizations and time periods",
      "comparison between a simulation plan and the published plan correctly isolates simulation-only changes",
      "plan analysis results can be correctly filtered by organization and exported for offline review",
      "invalid comparison selections and analysis attempted on a plan with no run history are correctly rejected or flagged",
      "Oracle correctly enforces validation when data errors, configuration errors or security restrictions are introduced (DATA_ERROR, CONFIGURATION_ERROR, SECURITY_ERROR, EXPECTED_VALIDATION)"
    ],
    "scope_note": "This scenario covers analysis and comparison of published and simulation supply plans as configured in the target Oracle Fusion SCM Supply Planning TEST/UAT environment. It does not cover execution of the underlying supply plans, which is covered by the separate Run Supply Plan scenario, or review of supply/demand balance and planning exceptions, which are covered by the corresponding scenarios in the same Supply Planning cluster. Not every planning metric should be assumed to be enabled or meaningful for every plan type."
  },
  "preconditions": [
    "The test user has appropriate Supply Planner or Planning Manager access to view and compare supply plans.",
    "The published plan and comparison plan (or simulation set) referenced in test data have completed at least one plan run.",
    "Required plan metrics are configured and enabled for the plan types under test, where applicable.",
    "The organization(s) referenced in test data are included in the scope of the plans being analyzed.",
    "Simulation sets referenced in test data are configured and available for simulation-to-published comparison."
  ],
  "test_data": [
    {
      "field": "Plan Name",
      "example": "${PLAN_NAME}"
    },
    {
      "field": "Comparison Plan",
      "example": "${COMPARISON_PLAN}"
    },
    {
      "field": "Metric",
      "example": "${METRIC}"
    },
    {
      "field": "Organization",
      "example": "${ORGANIZATION}"
    },
    {
      "field": "Time Period",
      "example": "${TIME_PERIOD}"
    },
    {
      "field": "Simulation Set",
      "example": "${SIMULATION_SET}"
    },
    {
      "field": "User Role",
      "example": "${USER_ROLE}"
    }
  ],
  "business_steps": [
    {
      "step_number": 1,
      "step_name": "Sign In to Oracle Fusion",
      "action": "Sign in to Oracle Fusion using an authorised Supply Planning test user.",
      "test_data": "${USER_ROLE}",
      "expected_result": "The user signs in successfully and the Supply Planning work area is accessible.",
      "validation_type": "action"
    },
    {
      "step_number": 2,
      "step_name": "Navigate to the Plan Analysis Dashboard",
      "action": "Navigate to the plan analysis dashboard for the target supply plan.",
      "test_data": "${PLAN_NAME}",
      "expected_result": "The plan analysis dashboard opens and the target plan is available for review.",
      "validation_type": "action"
    },
    {
      "step_number": 3,
      "step_name": "Select the Plan and Comparison Plan or Time Period",
      "action": "Select the primary plan along with the comparison plan or time period to be analyzed.",
      "test_data": "${PLAN_NAME} / ${COMPARISON_PLAN} / ${TIME_PERIOD}",
      "expected_result": "The selected plan and comparison plan or time period are accepted and reflected on the analysis view.",
      "validation_type": "action"
    },
    {
      "step_number": 4,
      "step_name": "Review Key Metrics",
      "action": "Review key planning metrics such as on-time delivery, fill rate and utilization, where enabled for the plan type.",
      "test_data": "${METRIC}",
      "expected_result": "Key metrics are correctly calculated and displayed on the dashboard, as configured for the plan type.",
      "validation_type": "action",
      "note": "Not every metric is enabled or meaningful for every plan type; the tester should confirm which metrics apply before treating an absence as a defect."
    },
    {
      "step_number": 5,
      "step_name": "Apply Organization Filters",
      "action": "Apply organization filters to narrow the analysis to the relevant scope.",
      "test_data": "${ORGANIZATION}",
      "expected_result": "The analysis view correctly reflects the selected organization filter.",
      "validation_type": "action"
    },
    {
      "step_number": 6,
      "step_name": "Verify Comparison Values Reconcile with Underlying Plan Data",
      "action": "Verify that the comparison values shown in the analysis view reconcile with the underlying plan data for both plans.",
      "test_data": "",
      "expected_result": "The comparison values correctly reconcile with the underlying published and/or simulation plan data.",
      "validation_type": "business_assertion",
      "note": "This is the primary business assertion for the scenario — correctly reconciled comparison values are the expected pass condition, not merely a rendered dashboard."
    }
  ],
  "expected_results": [
    "Plan metrics are correctly calculated and displayed on the dashboard, as configured for the plan type.",
    "Plan-to-plan comparison correctly aligns matching organizations and time periods.",
    "Simulation-to-published comparison correctly isolates simulation-only changes.",
    "Invalid comparison selections are correctly rejected.",
    "Analysis on a plan with no run history is correctly blocked or flagged.",
    "Unauthorized analysis access is correctly blocked."
  ],
  "validation_checkpoints": [
    "Plan metrics correctly calculated and displayed on the dashboard.",
    "Plan-to-plan comparison correctly aligns matching organizations and time periods.",
    "Simulation-to-published comparison correctly isolates simulation-only changes.",
    "Invalid comparison selections correctly rejected.",
    "Analysis on a plan with no run history correctly blocked or flagged.",
    "Unauthorized analysis access correctly blocked."
  ]
}