Oracle Fusion Planning Exceptions Test Cases
Validate that Oracle Fusion SCM Supply Planning correctly generates planning exceptions from the supply plan output — including past due orders, items to expedite or de-expedite, shortage exceptions, overcapacity, resource conflicts and order-change exceptions — and that exception review and resolution routing behaves correctly, without labeling every exception as an application defect before eliminating other causes.
| Test ID | ORCL.SCM.PLAN.EXCEPTIONS |
| Application | Oracle Fusion Cloud |
| Product | SCM |
| Module | Supply Planning |
| Process | Planning Exceptions |
| Business Flow | Plan-to-Produce |
| Scenario Type | Positive / Functional |
| Test Usage | Functional Testing / Regression Testing / UAT |
| Priority | High |
| Automation | SyntraFlow Ready |
| Library | Syntra Standard |
Note on test design: SyntraFlow executes the detailed Oracle Fusion UI interactions automatically while presenting the scenario as business-readable test steps for documentation, review and reporting. This scenario is presented as 6 business-readable test steps; SyntraFlow's automation executes approximately 19 underlying Oracle Fusion UI actions to complete it.
Test Objective
The objective of this test is to validate that Oracle Fusion SCM Supply Planning correctly generates system planning exceptions from the supply plan output — including past due orders, items to expedite or de-expedite, shortage, overcapacity, resource conflict, excess supply and order-change exceptions — and that exception review and resolution routing behaves correctly, applying the site's Failure Intelligence discipline to planning-specific exceptions rather than assuming every exception is an application defect.
The scenario should confirm that:
- each configured exception type is correctly detected and classified from the supply plan output
- exception detail correctly displays the supporting order and item data behind the exception
- severity-based filtering correctly narrows the exception list
- resolution actions such as reschedule or cancellation correctly update the underlying order
- invalid resolution actions and unauthorized resolution attempts are correctly rejected or blocked
- Oracle correctly enforces validation when data errors, configuration errors or security restrictions are introduced (DATA_ERROR, CONFIGURATION_ERROR, SECURITY_ERROR, EXPECTED_VALIDATION)
This scenario covers review and resolution of planning exceptions as generated and configured in the target Oracle Fusion SCM Supply Planning TEST/UAT environment. It does not cover the underlying plan run itself or plan-wide supply/demand analysis, which are covered by the separate Run Supply Plan and Plan Analysis scenarios in the same Supply Planning cluster. Not every exception type described here is necessarily configured or enabled in every environment.
When to Use This Test
- Functional testing of planning exception generation for a new Oracle Fusion SCM Supply Planning implementation
- Regression testing of exception detection and resolution routing after an Oracle quarterly update
- UAT sign-off for supply planners who review and resolve planning exceptions
- Verifying that resolution actions such as reschedule or cancellation correctly update the underlying order
- Diagnosing DATA_ERROR, CONFIGURATION_ERROR and SECURITY_ERROR conditions surfaced during exception review before escalating as a possible APPLICATION_ERROR
Where This Test Fits in the Supply Planning Process
Planning Exceptions are the system-generated flags raised against a completed supply plan within the Supply Planning scenario family and the Plan-to-Produce business flow. Exceptions are only available once a supply plan has run — covered by the Run Supply Plan scenario. Resolving an exception updates the underlying planned or purchase order, which can be reviewed through the Planned Orders scenario in this same cluster. Exact exception types generated, severity thresholds and resolution actions available depend on the plan configuration and customer-specific Oracle Fusion setup.
Preconditions
- The test user has appropriate Supply Planner or Planning Manager access to review and resolve planning exceptions.
- A supply plan has been run and has completed, generating an exception workbench for review (see Run Supply Plan).
- Required exception types are configured and active for the target supply plan in the target Oracle Fusion environment.
- Test orders and items referenced in exception test data exist and are visible within the plan scope.
- Severity thresholds and resolution action configuration referenced in test data are configured and active.
Exact exception types generated, severity classification and available resolution actions may vary by Oracle Fusion implementation, plan configuration and customer-specific setup. No single exception type should be assumed to be configured in every environment.
Sample Test Data
| Plan Name | ${PLAN_NAME} |
| Exception Type | ${EXCEPTION_TYPE} |
| Order | ${ORDER} |
| Item | ${ITEM} |
| Severity | ${SEVERITY} |
| Resolution Action | ${RESOLUTION_ACTION} |
| Resource | ${RESOURCE} |
| User Role | ${USER_ROLE} |
Sample values are illustrative placeholder tokens. Replace with valid data from the target Oracle Fusion SCM TEST/UAT environment. Not every exception type or field applies to every plan — for example, resource conflict exceptions may not apply to a plan with no constrained resources.
Test Steps
6 business-readable steps. SyntraFlow's automation executes ~19 underlying UI actions to complete these steps — see How SyntraFlow Automates This Test.
| # | User Action | Expected Result |
|---|---|---|
| 1 | Sign In and Navigate to the Planning Exceptions Workbench Sign in to Oracle Fusion using an authorised Supply Planning test user and navigate to the planning exceptions workbench for the target plan. ${PLAN_NAME} | The planning exceptions workbench opens and displays exceptions generated for the target plan. |
| 2 | Filter by Exception Type or Severity Filter the exception list by exception type and by severity level. ${EXCEPTION_TYPE} / ${SEVERITY} | The exception list correctly narrows to exceptions matching the selected type and severity. |
| 3 | Review Exception Detail and Supporting Data Open an individual exception and review its detail, including the supporting order and item data behind the exception. ${ORDER} / ${ITEM} Reviewing the underlying order and item data before acting lets the tester confirm the exception is genuinely applicable before resolution. | The exception detail correctly displays the supporting order and item data behind the exception. |
| 4 | Apply a Resolution Action Apply a resolution action to the exception, such as rescheduling the order or cancelling it, using ${RESOLUTION_ACTION}. ${RESOLUTION_ACTION} | Oracle Fusion accepts the resolution action without unexpected errors. |
| 5 | Verify the Exception Clears Refresh the exceptions workbench and confirm the resolved exception no longer appears in the active exception list. | The resolved exception correctly clears from the active exception list. |
| 6 | Verify Underlying Order Updates CorrectlyBusiness assertion Open the underlying order referenced by the resolved exception and confirm it reflects the resolution action applied. ${ORDER} This is the primary business assertion for the scenario — the exception clearing is not sufficient on its own; the underlying order must correctly reflect the resolution. | The underlying order correctly reflects the reschedule or cancellation applied during exception resolution. |
Expected Results
- Each configured exception type is correctly detected and classified from the supply plan output.
- Exception detail correctly displays the supporting order and item data behind the exception.
- Severity-based filtering correctly narrows the exception list.
- Resolution actions correctly update the underlying order and clear the exception.
- Invalid resolution actions are correctly rejected before being applied.
- Unauthorized resolution attempts are correctly blocked.
Key Validation Checkpoints
- Each exception type correctly detected and classified from the supply plan output.
- Exception detail correctly displays supporting order and item data.
- Severity filtering correctly narrows the exception list.
- Reschedule and cancellation resolutions correctly update the underlying order.
- Invalid resolution actions correctly rejected.
- Unauthorized resolution correctly blocked.
Go Beyond the Standard Test with Jarvis AI
The Syntra Standard Test Library defines the core Planning Exceptions business scenario. Jarvis AI can extend this scenario by generating additional exception type, severity, resolution and security variations using customer-specific test data and configuration available through Syntra DataVault.
Teams do not need to manually build a separate test for every exception type or resolution combination. Jarvis uses the standard scenario as the foundation and generates relevant Positive, Negative and Security variations for the customer's environment — including invalid resolution actions and unauthorized resolution attempts, since correctly enforced validation and access control is an important part of what this scenario proves.
From Standard Test to Executed Regression Pack
Rather than maintaining a separate test page for every possible exception type, severity or resolution combination, SyntraFlow maintains one core Planning Exceptions scenario and allows Jarvis AI to generate exception-specific and security-specific variations using the customer's available test data.
AI-Generated Test Variations
The same Planning Exceptions business scenario can produce many test variations without creating separate public library pages. Below is a real slice of SyntraFlow's Build Scripts library, filtered to SCM Supply Planning.
- Detect past due order, expedite and de-expedite exceptions
- Detect shortage, overcapacity and resource conflict exceptions
- Detect excess supply, new planned order and cancelled order exceptions
- Review exception detail and supporting order/item data
- Filter the exception list by severity
- Resolve exceptions via reschedule
- Resolve exceptions via order cancellation
- Attempt to apply an invalid exception resolution action
- Attempt unauthorized exception resolution without the required access
These are representative examples only. Negative-scenario behavior and available exception types can depend on the customer's Oracle Fusion configuration, plan setup and security — not every Oracle configuration behaves identically.
Generated Using Your DataVault Test Data
Generic test data rarely represents every exception type, severity and resolution combination in a real Oracle Fusion SCM environment. Where connected, Jarvis can use approved test data available through Syntra DataVault to construct Planning Exceptions scenarios relevant to the customer's actual implementation.
Standard Library Definition
Plan Name ${PLAN_NAME}
Exception Type ${EXCEPTION_TYPE}
Order ${ORDER}
Item ${ITEM}
Severity ${SEVERITY}
Resolution Action ${RESOLUTION_ACTION}
Resource ${RESOURCE}
User Role ${USER_ROLE}
DataVault
Supply Plans Configured plans and their exception rules Exception Types Exception types enabled per plan Orders and Items Orders and items visible within plan scope Severity Thresholds Configured severity classification rules User Roles Roles enabled for exception resolution
Jarvis AI Generates
Scenario 01 — Past Due Order Exception, Order A Scenario 02 — Shortage Exception, Item B Scenario 03 — Overcapacity Exception, Resource C Scenario 04 — Resolve via Reschedule Scenario 05 — Invalid Resolution Action Scenario 06 — Unauthorized User Attempts Resolution ...
Planning exception test data can include order, item and resource configuration tied to supply chain planning. The public Syntra Standard Test Library uses illustrative placeholder data only. Where DataVault is connected, customer-specific planning exception data used in testing remain masked and synthetic within the customer's controlled SyntraFlow environment, protected according to DataVault's data masking policies. See /datavault/data-masking/ for details.
Example Test Variations
Representative examples of 15 individual Planning Exceptions test scenarios spanning exception detection across past due, expedite, shortage, capacity and order-change categories, resolution routing and negative/security exception testing that Jarvis can generate from this business scenario. These are illustrative, not separate indexable pages — the canonical page for all of them remains this one.
| ID | Variation | Type | Key Difference | Execution |
|---|---|---|---|---|
| PLAN-EXC-001 | Detect Past Due Order Exception | Positive | The exception workbench for plan ${PLAN_NAME} correctly flags order ${ORDER} as past due. | SyntraFlow Ready |
| PLAN-EXC-002 | Detect Item to Expedite Exception | Positive | The exception workbench correctly flags item ${ITEM} as an item to expedite for order ${ORDER}. | SyntraFlow Ready |
| PLAN-EXC-003 | Detect Item to De-Expedite Exception | Positive | The exception workbench correctly flags item ${ITEM} as an item to de-expedite for order ${ORDER}. | SyntraFlow Ready |
| PLAN-EXC-004 | Detect Shortage Exception | Positive | The exception workbench correctly flags a shortage exception for item ${ITEM} within plan ${PLAN_NAME}. | SyntraFlow Ready |
| PLAN-EXC-005 | Detect Overcapacity Exception | Positive | The exception workbench correctly flags an overcapacity exception for resource ${RESOURCE}. | SyntraFlow Ready |
| PLAN-EXC-006 | Detect Resource Conflict Exception | Positive | The exception workbench correctly flags a resource conflict exception for resource ${RESOURCE}. | SyntraFlow Ready |
| PLAN-EXC-007 | Detect Excess Supply Exception | Positive | The exception workbench correctly flags an excess supply exception for item ${ITEM}. | SyntraFlow Ready |
| PLAN-EXC-008 | Detect New Planned Order Exception | Positive | The exception workbench correctly flags a new planned order exception for order ${ORDER}. | SyntraFlow Ready |
| PLAN-EXC-009 | Detect Cancelled Order Exception | Positive | The exception workbench correctly flags a cancelled order exception for order ${ORDER}. | SyntraFlow Ready |
| PLAN-EXC-010 | Review Exception Detail | Positive | Exception detail for ${EXCEPTION_TYPE} correctly displays the supporting order ${ORDER} and item ${ITEM} data. | SyntraFlow Ready |
| PLAN-EXC-011 | Resolve Exception via Reschedule | Positive | Exception ${EXCEPTION_TYPE} on order ${ORDER} is resolved using resolution action ${RESOLUTION_ACTION} to reschedule the order. | SyntraFlow Ready |
| PLAN-EXC-012 | Resolve Exception via Order Cancellation | Positive | Exception ${EXCEPTION_TYPE} on order ${ORDER} is resolved using resolution action ${RESOLUTION_ACTION} to cancel the order. | SyntraFlow Ready |
| PLAN-EXC-013 | Exception Filter by Severity | Positive | The exception list for plan ${PLAN_NAME} is filtered by severity ${SEVERITY} and correctly narrows to matching exceptions. | SyntraFlow Ready |
| PLAN-EXC-014 | Invalid Exception Resolution Action | Negative | An invalid resolution action ${RESOLUTION_ACTION} is attempted against exception ${EXCEPTION_TYPE} on order ${ORDER}. | SyntraFlow Ready |
| PLAN-EXC-015 | Unauthorized Exception Resolution | Negative/Security | An unauthorized user with role ${USER_ROLE} attempts to resolve exception ${EXCEPTION_TYPE} on order ${ORDER} without the required access. | SyntraFlow Ready |
No variations match this filter.
Automatically Expand Positive and Negative Planning Exceptions Coverage
Positive Testing
Jarvis generates scenarios using exception type, severity, order and resolution action combinations expected to correctly detect and resolve planning exceptions in Oracle Fusion.
Valid Exception Type + Valid Order + Valid Resolution Action → Exception Resolved
Negative Testing
Jarvis can also generate scenarios designed to exercise Oracle's validations around resolution actions, configuration and security.
- Invalid Resolution Action → Expected Validation
- Unauthorized User → Expected Access Restriction
A negative supply planning scenario passes when Oracle correctly enforces the expected data, configuration or security rule
| Scenario | Oracle Outcome | Test Result |
|---|---|---|
| Valid planning data | Plan generated | PASS |
| Missing or stale collected data | Validation or warning occurs | PASS |
| Invalid plan configuration | Validation occurs | PASS |
| Unauthorized user | Access prevented | PASS |
| Unexpected application exception | Unexpected failure | FAIL |
Turn AI-Generated Variations into a Regression Pack
Users can select generated Planning Exceptions scenarios and group them into reusable execution packs.
SCM Supply Planning Planning Exceptions Regression Pack
- Detect Past Due Order Exception
- Detect Item to Expedite Exception
- Detect Shortage Exception
- Detect Overcapacity Exception
- Detect Resource Conflict Exception
- Review Exception Detail
- Resolve Exception via Reschedule
- Resolve Exception via Order Cancellation
- Exception Filter by Severity
- Security Restriction — Unauthorized Exception Resolution
Run On-Demand or Schedule Automated Batch Execution
SyntraFlow can execute selected Planning Exceptions scenarios individually or as a batch. Users can schedule regression packs according to their testing cycle.
Once scheduled, SyntraFlow executes the selected Planning Exceptions scenarios unattended and records the outcome of each test and business assertion.
| Pack | SCM Supply Planning Planning Exceptions Regression Pack |
| Schedule | Quarterly Update Regression |
| Tests | 15 scenarios |
| Execution | Batch Mode |
| Start | 10:00 PM |
| Environment | Oracle Fusion TEST |
| Status | Scheduled |
Illustrative example — not a live schedule.
Review Results Across the Entire Test Pack
Users can drill from the regression pack into a scenario, its business steps, the underlying automation actions, and the evidence captured for each.
Illustrative example data — not actual production metrics.
Regression Pack → Scenario → Business Step → Automation Action → Evidence
Security & Approval Variations
Access to resolve planning exceptions is controlled by Oracle Fusion's security configuration, which varies by customer. Jarvis can generate representative persona-based variations to confirm that exception-resolution access behaves as expected for each role — not to assert a single universal Oracle security model.
| Persona | Action | Expected | Syntra Result |
|---|---|---|---|
| Planning Analyst | Review Planning Exceptions | Allowed | PASS |
| Planning Manager | Resolve Exception via Reschedule | Allowed | PASS |
| Unauthorized User | Attempts to Resolve Planning Exception | Access prevented | PASS |
Understand Why a Test Failed
SyntraFlow execution evidence can help distinguish business-data failures, configuration issues, automation problems and potential application defects.
From Business Scenario to Execution Evidence
Business teams get readable test documentation; automation teams retain detailed execution traceability.
Meet Jarvis — SyntraFlow's AI Testing Engine
Jarvis extends the Syntra Standard Test Library by analysing the Planning Exceptions scenario, available DataVault test data and expected business outcomes to generate additional Positive, Negative and Security coverage for the customer's environment.
How SyntraFlow Automates This Test
The Standard Test defines the scenario; DataVault, Jarvis AI and SyntraFlow's execution engine take it from a single reusable business definition to executed, evidenced regression coverage.
Business Step → Underlying UI Actions
What SyntraFlow Captures Per Run
Action Status vs. Business Validation
A successful UI interaction does not automatically prove the exception was correctly resolved — this is illustrative of how SyntraFlow separates action success from business validation; it does not reflect a specific live execution. When a step fails, SyntraFlow's evidence trail is designed to help a tester classify the likely cause — for example DATA_ERROR, CONFIGURATION_ERROR, SECURITY_ERROR, EXPECTED_VALIDATION, AUTOMATION_ERROR, INTEGRATION_ERROR, ENVIRONMENT_ERROR or APPLICATION_ERROR — without asserting the cause automatically. For example: Planning Exception Not Resolved — Likely category: EXPECTED_VALIDATION — Evidence: Exception type ${EXCEPTION_TYPE} correctly flagged per configured planning rules — Recommendation: Review and apply a resolution action; this is expected system behavior, not a defect. A failure should never be labeled as an Oracle defect without eliminating data, configuration, security, automation and integration causes first.
| Step | Action Status | Business Validation |
|---|---|---|
| Filter by Exception Type or Severity | Pass | — |
| Apply a Resolution Action | Pass | — |
| Verify Underlying Order Updates Correctly | Pass | Pass |
Related Supply Planning Tests
Planning Exceptions are generated from a completed supply plan and resolve into changes on planned orders — explore the related plan execution and order review scenarios below.
Turn This Standard Test into Your Oracle SCM Planning Exceptions Regression Suite
Start with the Syntra Standard Planning Exceptions test, use DataVault to provide environment-specific test data, let Jarvis generate additional exception type, resolution and security variations, and execute the resulting regression pack automatically with SyntraFlow.
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Frequently Asked Questions
Are all planning exception types always configured in every Oracle Fusion environment?
What is the difference between resolving an exception via reschedule versus cancellation?
How is severity-based filtering tested?
What do the failure intelligence categories mean when a planning exception test fails?
How is security tested for resolving planning exceptions?
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