{
  "test_id": "ORCL.SCM.PLAN.BALANCE",
  "scenario_name": "Supply Demand Balance",
  "application": "Oracle Fusion Cloud",
  "product": "SCM",
  "module": "Supply Planning",
  "process": "Supply Demand Balance",
  "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/supply-demand-balance/",
  "objective": {
    "intro": "The objective of this test is to validate review of the time-phased supply and demand balance in Oracle Fusion SCM Supply Planning, including net requirements, surplus and deficit positions, and drill-down to supporting supply and demand detail, without assuming every item shows a balance in every planning bucket.",
    "confirms": [
      "the supply demand balance correctly reflects net requirements for the selected item and organization",
      "surplus and deficit positions are correctly calculated for the selected time bucket",
      "the time-phased balance view correctly aligns to the planning horizon buckets",
      "drill-down correctly navigates to the supporting supply and demand detail",
      "stale plan data is correctly flagged rather than presented as current",
      "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 review of the supply demand balance as configured in the target Oracle Fusion SCM Supply Planning TEST/UAT environment. It does not cover execution of the supply plan itself or downstream planned order review, which are covered by the separate Run Supply Plan and Planned Orders scenarios in the same Supply Planning cluster."
  },
  "preconditions": [
    "The test user has appropriate Supply Planner or Planning Manager access to view the supply demand balance.",
    "A supply plan has been successfully run and is available for review (see Run Supply Plan).",
    "The item(s) and organization(s) referenced in test data are configured and included in the plan scope.",
    "Time bucket definitions (days, weeks, periods) are configured and active in the target Oracle Fusion environment.",
    "Planning data collection is current for the organizations included in the plan (see Collect Planning Data)."
  ],
  "test_data": [
    {
      "field": "Item",
      "example": "${ITEM}"
    },
    {
      "field": "Organization",
      "example": "${ORGANIZATION}"
    },
    {
      "field": "Time Bucket",
      "example": "${TIME_BUCKET}"
    },
    {
      "field": "Net Requirement",
      "example": "${NET_REQUIREMENT}"
    },
    {
      "field": "Supply Quantity",
      "example": "${SUPPLY_QUANTITY}"
    },
    {
      "field": "Demand Quantity",
      "example": "${DEMAND_QUANTITY}"
    },
    {
      "field": "Plan Name",
      "example": "${PLAN_NAME}"
    },
    {
      "field": "User Role",
      "example": "${USER_ROLE}"
    }
  ],
  "business_steps": [
    {
      "step_number": 1,
      "step_name": "Sign In",
      "action": "Sign in to Oracle Fusion using an authorised Supply Planning test user.",
      "test_data": "${USER_ROLE}",
      "expected_result": "The Oracle Fusion Supply Planning work area is accessible.",
      "validation_type": "action"
    },
    {
      "step_number": 2,
      "step_name": "Navigate to the Supply Plan's Balance View",
      "action": "Navigate to the supply demand balance view for the target supply plan.",
      "test_data": "${PLAN_NAME}",
      "expected_result": "The supply demand balance view opens for the selected plan.",
      "validation_type": "action"
    },
    {
      "step_number": 3,
      "step_name": "Select Item, Organization and Time Bucket Filters",
      "action": "Select the item, organization and time bucket filters to scope the balance view.",
      "test_data": "${ITEM} / ${ORGANIZATION} / ${TIME_BUCKET}",
      "expected_result": "The selected filters are accepted and the balance view refreshes to reflect the scoped item, organization and time bucket.",
      "validation_type": "action"
    },
    {
      "step_number": 4,
      "step_name": "Review Net Requirements and Surplus/Deficit Positions",
      "action": "Review the net requirements and the surplus or deficit position shown for the selected item, organization and time bucket.",
      "test_data": "${NET_REQUIREMENT} / ${SUPPLY_QUANTITY} / ${DEMAND_QUANTITY}",
      "expected_result": "Net requirements and surplus/deficit positions are correctly displayed for the selected scope.",
      "validation_type": "action",
      "note": "Not every item or organization shows a balance in every bucket — an empty bucket is not itself a defect."
    },
    {
      "step_number": 5,
      "step_name": "Drill Down into Supporting Detail",
      "action": "Drill down from the balance view into the supporting supply and demand detail records.",
      "test_data": "",
      "expected_result": "The drill-down correctly navigates to the underlying supply and demand detail for the selected balance.",
      "validation_type": "action"
    },
    {
      "step_number": 6,
      "step_name": "Verify Values Reconcile with Supply and Demand Records",
      "action": "Confirm that the net requirement, supply quantity and demand quantity shown in the balance view reconcile with the underlying supply and demand detail records.",
      "test_data": "",
      "expected_result": "The balance values correctly reconcile with the underlying supply and demand detail records.",
      "validation_type": "business_assertion",
      "note": "This is the primary business assertion for the scenario — a balance that correctly reconciles with the underlying detail is the expected pass condition, not merely a populated balance view."
    }
  ],
  "expected_results": [
    "The supply demand balance correctly reflects net requirements for the selected item and organization.",
    "Surplus and deficit positions are correctly calculated for the selected time bucket.",
    "The time-phased view correctly aligns to the planning horizon buckets.",
    "Drill-down correctly navigates to the supporting supply and demand detail.",
    "Stale plan data is correctly flagged rather than presented as current.",
    "Unauthorized balance view attempts are correctly blocked."
  ],
  "validation_checkpoints": [
    "Balance view correctly reflects net requirements for the selected item and organization.",
    "Surplus and deficit positions correctly calculated.",
    "Time-phased view correctly aligns to the planning horizon buckets.",
    "Drill-down correctly navigates to supporting supply and demand detail.",
    "Stale plan data correctly flagged rather than presented as current.",
    "Unauthorized balance view correctly blocked."
  ]
}