Oracle ERP Testing Tool > Test Library > SCM > Supply Planning

Syntra Standard Oracle Test Library

Oracle Fusion Supply Demand Balance Test Cases

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.

Test ID	ORCL.SCM.PLAN.BALANCE
Application	Oracle Fusion Cloud
Product	SCM
Module	Supply Planning
Process	Supply Demand Balance
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 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.

The scenario should confirm that:

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)

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.

When to Use This Test

Functional testing of supply demand balance review for a new Oracle Fusion SCM Supply Planning implementation
Regression testing of balance and net requirement calculations after an Oracle quarterly update
UAT sign-off for supply planners who review time-phased balance positions
Baseline case referenced by the Planned Orders and Planning Exceptions scenarios within the same Supply Planning cluster
Diagnosing DATA_ERROR, CONFIGURATION_ERROR and SECURITY_ERROR conditions surfaced during balance review before escalating as a possible APPLICATION_ERROR

Where This Test Fits in the Supply Planning Process

Navigate to Supply Plans

→

Run Supply Plan

→

Review Supply Demand Balance

→

Review Net Requirements

→

Drill Down to Detail

→

Review Planned Orders

Supply Demand Balance is the review step of the Supply Planning scenario family and of the Plan-to-Produce business flow, following execution of the plan — covered by the Run Supply Plan scenario. After the balance is reviewed, planners typically continue into Planned Orders and Planning Exceptions — covered by the corresponding scenarios in this same cluster. Exact balance presentation, time buckets and drill-down behavior depend on the plan configuration and customer-specific Oracle Fusion setup.

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).

Exact balance presentation, time bucket granularity and drill-down navigation may vary by Oracle Fusion implementation, plan configuration and customer-specific setup. No single item or organization should be assumed to show a balance in every planning bucket.

Sample Test Data

Item	${ITEM}
Organization	${ORGANIZATION}
Time Bucket	${TIME_BUCKET}
Net Requirement	${NET_REQUIREMENT}
Supply Quantity	${SUPPLY_QUANTITY}
Demand Quantity	${DEMAND_QUANTITY}
Plan Name	${PLAN_NAME}
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 item or organization shows a balance in every planning bucket — absence of a balance in a given bucket is not itself a defect.

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 Sign in to Oracle Fusion using an authorised Supply Planning test user. ${USER_ROLE}	The Oracle Fusion Supply Planning work area is accessible.
2	Navigate to the Supply Plan's Balance View Navigate to the supply demand balance view for the target supply plan. ${PLAN_NAME}	The supply demand balance view opens for the selected plan.
3	Select Item, Organization and Time Bucket Filters Select the item, organization and time bucket filters to scope the balance view. ${ITEM} / ${ORGANIZATION} / ${TIME_BUCKET}	The selected filters are accepted and the balance view refreshes to reflect the scoped item, organization and time bucket.
4	Review Net Requirements and Surplus/Deficit Positions Review the net requirements and the surplus or deficit position shown for the selected item, organization and time bucket. ${NET_REQUIREMENT} / ${SUPPLY_QUANTITY} / ${DEMAND_QUANTITY} Not every item or organization shows a balance in every bucket — an empty bucket is not itself a defect.	Net requirements and surplus/deficit positions are correctly displayed for the selected scope.
5	Drill Down into Supporting Detail Drill down from the balance view into the supporting supply and demand detail records.	The drill-down correctly navigates to the underlying supply and demand detail for the selected balance.
6	Verify Values Reconcile with Supply and Demand RecordsBusiness assertion Confirm that the net requirement, supply quantity and demand quantity shown in the balance view reconcile with the underlying supply and demand detail records. 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.	The balance values correctly reconcile with the underlying supply and demand detail records.

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.

Key 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.

Core Business Scenario

Supply Demand Balance

Business Steps

Test Variations

AI-Generated

Test Data

DataVault-Driven

Execution

On-Demand / Scheduled / Batch

Automation

SyntraFlow Ready

Jarvis AI

Go Beyond the Standard Test with Jarvis AI

The Syntra Standard Test Library defines the core Supply Demand Balance business scenario. Jarvis AI can extend this scenario by generating additional item, organization, time-bucket 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 item, organization or time-bucket combination. Jarvis uses the standard scenario as the foundation and generates relevant Positive, Negative and Security variations for the customer's environment — including drill-down detail checks and unauthorized balance-view attempts, since correctly enforced validation and access control is an important part of what this scenario proves.

From Standard Test to Executed Regression Pack

Syntra Standard Test

Reusable Supply Demand Balance business process and automation logic.

Customer DataVault

Provides approved customer-specific test data and configuration required for scenario generation — Items, Organizations, Time Buckets and Plans.

Jarvis AI

Analyses the standard scenario together with available test data and generates relevant item, organization, time-bucket and security variations.

Positive + Negative Test Variations

Valid balance review scenarios and edge cases such as invalid time bucket selection, missing data or unauthorized views.

Regression Pack

Selected variations can be grouped into an executable suite.

On-Demand / Scheduled / Batch Execution

Execute immediately or schedule the regression pack for unattended batch execution.

Results + Evidence + Exceptions

Capture execution results, business assertions, screenshots/evidence and exceptions.

Rather than maintaining a separate test page for every possible item, organization, time bucket or category combination, SyntraFlow maintains one core Supply Demand Balance scenario and allows Jarvis AI to generate balance-review and security-specific variations using the customer's available test data.

AI-Generated Test Variations

The same Supply Demand Balance 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.

Positive Scenarios

View item, organization and time-bucket balance positions
Review net requirement, surplus and deficit positions
Review the time-phased balance across the full planning horizon
Filter the balance view by item category
Export the balance view for offline review
Drill down from the balance view to supporting supply detail
Drill down from the balance view to supporting demand detail

Negative Scenarios

Attempt an invalid time bucket selection on the balance view
Open the balance view for an item/organization combination with no data
Open the balance view for a plan with stale underlying plan data
Attempt unauthorized balance view or export without the required access

These are representative examples only. Negative-scenario behavior and available balance presentation 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 item, organization, time bucket and category combination in a real Oracle Fusion SCM environment. Where connected, Jarvis can use approved test data available through Syntra DataVault to construct Supply Demand Balance scenarios relevant to the customer's actual implementation.

Standard Library Definition

Item              ${ITEM}
Organization      ${ORGANIZATION}
Time Bucket       ${TIME_BUCKET}
Net Requirement   ${NET_REQUIREMENT}
Supply Quantity   ${SUPPLY_QUANTITY}
Demand Quantity   ${DEMAND_QUANTITY}
Plan Name         ${PLAN_NAME}
User Role         ${USER_ROLE}

DataVault

Items
  Items enabled for supply planning
Organizations
  Organizations enabled for supply planning
Time Buckets
  Configured day/week/period bucket definitions
Supply Plans
  Configured plans and their run history
User Roles
  Roles enabled for balance view and export

Jarvis AI Generates

Scenario 01 — Balance by Item, Organization A
Scenario 02 — Balance by Time Bucket
Scenario 03 — Surplus Position Review
Scenario 04 — Deficit Position Review
Scenario 05 — Drill Down to Supply Detail
Scenario 06 — Unauthorized User Attempts Balance View
...

Supply Demand Balance test data can include item, organization and plan configuration tied to supply chain planning. The public Syntra Standard Test Library uses illustrative placeholder data only. Where DataVault is connected, customer-specific planning balance 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 Supply Demand Balance test scenarios spanning item, organization and time-bucket views, drill-down detail and negative/security balance-review 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-BAL-001	View Supply Demand Balance by Item	Positive	The supply demand balance for item ${ITEM} is viewed to confirm net requirements and balance positions display correctly.	SyntraFlow Ready
PLAN-BAL-002	View Balance by Organization	Positive	The supply demand balance is viewed filtered to organization ${ORGANIZATION}.	SyntraFlow Ready
PLAN-BAL-003	View Balance by Time Bucket	Positive	The supply demand balance is viewed filtered to time bucket ${TIME_BUCKET}.	SyntraFlow Ready
PLAN-BAL-004	View Net Requirements	Positive	Net requirements for item ${ITEM} in organization ${ORGANIZATION} are reviewed for accuracy.	SyntraFlow Ready
PLAN-BAL-005	View Surplus Position	Positive	A surplus position is reviewed for item ${ITEM} where supply quantity ${SUPPLY_QUANTITY} exceeds demand quantity ${DEMAND_QUANTITY}.	SyntraFlow Ready
PLAN-BAL-006	View Deficit Position	Positive	A deficit position is reviewed for item ${ITEM} where demand quantity ${DEMAND_QUANTITY} exceeds supply quantity ${SUPPLY_QUANTITY}.	SyntraFlow Ready
PLAN-BAL-007	View Time-Phased Balance Across Horizon	Positive	The time-phased balance for item ${ITEM} is reviewed across the full planning horizon of plan ${PLAN_NAME}.	SyntraFlow Ready
PLAN-BAL-008	Filter Balance by Category	Positive	The balance view is filtered by item category to review balance positions for a category grouping.	SyntraFlow Ready
PLAN-BAL-009	Export Balance View	Positive	The balance view for plan ${PLAN_NAME} is exported for offline review.	SyntraFlow Ready
PLAN-BAL-010	Drill Down to Supply Detail	Positive	The balance view for item ${ITEM} is drilled down into the supporting supply detail.	SyntraFlow Ready
PLAN-BAL-011	Drill Down to Demand Detail	Positive	The balance view for item ${ITEM} is drilled down into the supporting demand detail.	SyntraFlow Ready
PLAN-BAL-012	Invalid Time Bucket Selection	Negative	An invalid time bucket selection is attempted for the balance view of plan ${PLAN_NAME}.	SyntraFlow Ready
PLAN-BAL-013	No Data for Selected Item/Organization	Negative	The balance view is opened for the item ${ITEM} and organization ${ORGANIZATION} combination with no supply or demand data available.	SyntraFlow Ready
PLAN-BAL-014	Stale Plan Data	Negative	The balance view is opened for plan ${PLAN_NAME} where the underlying plan data is stale relative to recent transaction activity.	SyntraFlow Ready
PLAN-BAL-015	Unauthorized Balance View	Negative/Security	An unauthorized user with role ${USER_ROLE} attempts to view the supply demand balance for plan ${PLAN_NAME} without the required access.	SyntraFlow Ready

Automatically Expand Positive and Negative Balance Review Coverage

Positive Testing

Jarvis generates scenarios that review the supply demand balance across items, organizations and time buckets expected to display correctly in Oracle Fusion.

Valid Item + Valid Organization + Collected Plan Data → Balance Displayed

Negative Testing

Jarvis can also generate scenarios designed to exercise Oracle's validations around time bucket selection, missing data, stale plan data and security.

Invalid Time Bucket Selection → Expected Validation
No Data for Selected Item/Organization → Expected Empty State, Not Error
Stale Plan Data → Expected Data Currency Flag
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 Supply Demand Balance scenarios and group them into reusable execution packs.

SCM Supply Planning Supply Demand Balance Regression Pack

View Supply Demand Balance by Item
View Balance by Organization
View Net Requirements
View Surplus Position
View Deficit Position
View Time-Phased Balance Across Horizon
Drill Down to Supply Detail
Drill Down to Demand Detail
Stale Plan Data
Security Restriction — Unauthorized Balance View

Add Selected to Regression Pack(coming soon)Run Now(coming soon)Schedule(coming soon)

Run On-Demand or Schedule Automated Batch Execution

SyntraFlow can execute selected Supply Demand Balance scenarios individually or as a batch. Users can schedule regression packs according to their testing cycle.

Once scheduled, SyntraFlow executes the selected Supply Demand Balance scenarios unattended and records the outcome of each test and business assertion.

Run immediatelyNightly regressionWeekly regressionBefore releaseAfter configuration changesAfter environment refreshQuarterly Oracle update testingPre-UAT validation

Pack	SCM Supply Planning Supply Demand Balance 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.

Total Scenarios

Passed

Failed

Exceptions

Positive Tests

Negative Tests

Business Assertions

Regression Pack → Scenario → Business Step → Automation Action → Evidence

Security & Approval Variations

Access to view and export the supply demand balance is controlled by Oracle Fusion's security configuration, which varies by customer. Jarvis can generate representative persona-based variations to confirm that balance-view access behaves as expected for each role — not to assert a single universal Oracle security model.

Persona	Action	Expected	Syntra Result
Planning Analyst	View Supply Demand Balance	Allowed	PASS
Planning Manager	Export Balance View	Allowed	PASS
Unauthorized User	Attempts to View Supply Demand Balance	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.

DataConfigurationSecurityAutomationApplicationEnvironmentExpected Validation

Jarvis Failure Intelligence — Coming Soon

From Business Scenario to Execution Evidence

Business teams get readable test documentation; automation teams retain detailed execution traceability.

Standard Business Scenario

AI-Generated Variation

Regression Pack

Business Test Step

Automation Actions

Business Assertion

Screenshot / Evidence

Execution Result

Meet Jarvis — SyntraFlow's AI Testing Engine

Jarvis extends the Syntra Standard Test Library by analysing the Supply Demand Balance scenario, available DataVault test data and expected business outcomes to generate additional Positive, Negative and Security coverage for the customer's environment.

Generate

Positive and negative variations.

Parameterize

Use relevant test data from DataVault.

Assemble

Build reusable regression packs.

Execute

Run scenarios autonomously.

Schedule

Execute unattended test batches.

Validate

Evaluate expected business outcomes.

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.

Standard Library — Supply Demand Balance, 6 Business Steps

↓

DataVault — Customer-Specific Test Data

↓

Jarvis AI — Generate Positive + Negative + Security Variations

↓

Regression Pack — Select Relevant Coverage

↓

SyntraFlow Execution — Each Variation

↓

Detailed UI Actions

↓

Business Assertions

↓

Evidence

↓

PASS / FAIL

Business Step → Underlying UI Actions

Business Step

Select Item, Organization and Time Bucket Filters

May internally include

Open Balance View → Select Item → Select Organization → Select Time Bucket → Apply Filters → Confirm Filtered View

Business Step

Drill Down into Supporting Detail

May internally include

Select Balance Cell → Open Drill-Down Panel → Navigate Supply Detail Tab → Navigate Demand Detail Tab → Capture Detail Rows → Confirm Reconciliation

What SyntraFlow Captures Per Run

Parameterised input valuesReusable navigationAutomation action traceScreenshots / evidence captureExecution timingPass / fail statusBusiness assertionsEnvironment-independent test data

Action Status vs. Business Validation

A successful UI interaction does not automatically prove the balance is correct — 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: Supply Demand Balance Incorrect — Likely category: DATA_ERROR — Evidence: Plan ${PLAN_NAME} last collected/run before recent transaction activity — Recommendation: Rerun collection and the supply plan before reviewing the balance. 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
Select Item, Organization and Time Bucket Filters	Pass	—
Review Net Requirements and Surplus/Deficit Positions	Pass	—
Verify Values Reconcile with Supply and Demand Records	Pass	Pass

Related Supply Planning Tests

Supply Demand Balance is the review step of the Supply Planning cluster — explore the related plan execution and downstream review scenarios below.

Run Supply Plan Planned Orders Planning Exceptions

Turn This Standard Test into Your Oracle SCM Supply Demand Balance Regression Suite

Start with the Syntra Standard Supply Demand Balance test, use DataVault to provide environment-specific test data, let Jarvis generate additional item, organization and security variations, and execute the resulting regression pack automatically with SyntraFlow.

Automate with SyntraFlow Explore SCM Supply Planning Test Library

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Related Oracle Testing Resources

Oracle ERP Testing Tool Test Library SCM Test Library Supply Planning Test Library Syntra DataVault DataVault Data Masking

Frequently Asked Questions

Does every item and organization show a balance in every planning bucket?

No. Whether an item or organization shows a supply demand balance in a given planning bucket depends on the configured supply, demand and time bucket setup. This scenario is designed to validate the balance view as configured rather than assuming every item shows a balance in every bucket.

How is stale plan data detected during balance review?

Scenario PLAN-BAL-014 opens the balance view for a plan where the underlying data is stale relative to recent transaction activity, to confirm Oracle correctly flags the plan as needing to be recollected or rerun rather than presenting outdated values as current.

How does drill-down navigation work from the balance view?

Scenarios PLAN-BAL-010 and PLAN-BAL-011 drill down from a balance cell into the supporting supply and demand detail respectively, confirming the drill-down correctly navigates to and reconciles with the underlying records.

What do the failure intelligence categories mean when a balance review test fails?

SyntraFlow's evidence trail is designed to help classify a failure as DATA_ERROR, CONFIGURATION_ERROR, SECURITY_ERROR, EXPECTED_VALIDATION, AUTOMATION_ERROR, INTEGRATION_ERROR, ENVIRONMENT_ERROR or APPLICATION_ERROR — for example, a plan last collected or run before recent transaction activity is a DATA_ERROR. A failure should never be labeled as an Oracle defect without first eliminating data, configuration, security, automation and integration causes.

How is security tested for viewing the supply demand balance?

Access to view and export the supply demand balance is controlled by Oracle Fusion's security configuration, which varies by customer. SyntraFlow can execute representative persona-based variations — such as a Planning Analyst, a Planning Manager and an unauthorized user — to confirm that balance-view access behaves as expected, without asserting a single universal Oracle security model.