Ascp 3

United States Marine Corps
GCSS-MC/LCM INCREMENT 1

GCSS-MC Enterprise System Training

Plnr 301 Logistics Chain
Planning (ASCP)
Training Guide
Version 5.0 Patch Set 30+

Publisher Stamp 5/21/2013 3:17 PM (9200)
Training Guide

Version 5.0 PS30+
Page 1

COPYRIGHT & TRADEMARKS
Copyright 1998, 2009, Oracle and/or its affiliates. All rights reserved.
Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective
owners.
This software and related documentation are provided under a license agreement containing restrictions on use and
disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or
allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit,
perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation
of this software, unless required by law for interoperability, is prohibited.
The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors,
please report them to us in writing.
If this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S.
Government, the following notice is applicable:
U.S. GOVERNMENT RIGHTS
Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are
commercial computer software or commercial technical data pursuant to the applicable Federal Acquisition Regulation and
agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to
the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the
Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007).
Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065.
This software is developed for general use in a variety of information management applications. It is not developed or intended for
use in any inherently dangerous applications, including applications which may create a risk of personal injury. If you use this
software in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy and other
measures to ensure the safe use of this software. Oracle Corporation and its affiliates disclaim any liability for any damages caused by
use of this software in dangerous applications.
This software and documentation may provide access to or information on content, products and services from third parties. Oracle
Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party
content, products and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred
due to your access to or use of third party content, products or services.

Training Guide
Version 5.0 PS30+
Page 2

Table of Contents
Plnr 301 Logistics Chain Planning (ASCP) ...............................................................3
Plnr 301 Logistics Chain Planning (ASCP) ............................................................................. 4
301.01 - Course Introduction ................................................................................................................. 6
301.02 - Logistics Chain Planning (ASCP)/IO Overview.................................................................... 11
301.02.01 - Logistics Chain Planning (ASCP) Overview ................................................................................. 12
301.02.02 - Demonstrated Procedures .............................................................................................................. 75
301.02.02.01 - Reviewing IO Plan Output ................................................................................................... 76
301.02.02.02 - Viewing ASCP Plan and Exceptions ................................................................................. 137
301.02.02.03 - Releasing Planned Orders .................................................................................................. 174
301.02.02.04 - Creating Exception Sets ..................................................................................................... 246
301.02.02.05 - Setting Up ASCP Planners Workbench ............................................................................ 297
301.02.02.06 - Creating a Public / Private Query ...................................................................................... 348
301.02.02.07 - Maintaining a Public / Private Query ................................................................................. 387
301.03 - Course Summary ................................................................................................................. 411
301.04 - Knowledge Assessment ....................................................................................................... 413

Training Guide

Version 5.0 PS30+
Page 3

Plnr 301 Logistics Chain Planning (ASCP)

Training Guide
Version 5.0 PS30+
Page 4

Plnr 301 Logistics Chain Planning (ASCP)

COURSE VERSION 5.0 PATCH SET 30

Preface

This course will introduce the capabilities of the Advance Supply Chain Planning (ASCP) application. ASCP
is a comprehensive planning solution, providing the tools required for optimizing the flow of material, cash,
and information across a supply chain; features a constraint based planning option; and user defined time
horizons.

Before beginning this course, the following are required
Thorough knowledge of the GCSS-MC security requirements
An active GCSS-MC user account
Basic navigation skills of the GCSS-MC applications

Prerequisites
Getting Started in GCSS-MC (CS 101)
Service Desk Support (CS 102)
Requestor (CS 103)
Reports User (Discoverer and Standard) (Rpts 101)
Using Unit Supply Procedures (Inv 101)
Intermediate Supply Procedures (Inv 201)
Oracle Demand Planning (ODP) (Plnr 201)

Course Terminal Learning Objective

Given instructions, system demonstrations, and reference materials, execute the duties of a Logistics Chain
Planner per the GCSS-MC Planning process. (Plnr 301.01)

Course Description

This course will introduce the capabilities of the Advance Supply Chain Planning (ASCP) application and
Inventory Optimization (IO). ASCP & IO are currently not planned to be used at the Organic battalion,
company level, or at the Intermediate Maintenance Activity (IMA).

Course Organization

Training Guide

Version 5.0 PS30+
Page 5

This is an instructor-led course featuring lecture and demonstrations.

Assessment Description

An examination will be administered to evaluate the students knowledge. A test score of 80% is required to
pass this examination.

Course Materials
Job Aids
Student Guide
Instructor Manual
UPK Player
Exception Explanations and Remedies
Supply Chain Plan Exception Messages
Understanding, Diagnosing and Resolving Exceptions

Target Audience

Inventory managers at the Enterprise & Intermediate supply level.

Recommended MOS

30xx

Viewing UPK in SeeIt! Mode

Attached or embedded content (i.e. Red Book, hyperlinks, or web page information) is not accessible when in
the SeeIt! mode.

Training Guide
Version 5.0 PS30+
Page 6

301.01 - Course Introduction

Terminal Learning Objective

Given instructions, system demonstrations, and reference materials, execute the duties of a Logistics Chain
Planner per the GCSS-MC Planning process. (Plnr 301.01)

Training Guide

Version 5.0 PS30+
Page 7

Step
1. Plnr 301 Logistics Chain Planning (ASCP)

Training Guide
Version 5.0 PS30+
Page 8

Step
2. GCSS-MC

Training Guide

Version 5.0 PS30+
Page 9

Step
3. Agenda

Training Guide
Version 5.0 PS30+
Page 10

Step
4. Administrative Notes

Training Guide

Version 5.0 PS30+
Page 11

301.02 - Logistics Chain Planning (ASCP)/IO Overview

Terminal Learning Objective

Given instructions, system demonstrations, and reference materials, execute the actions and/or Exceptions
generated by the Advanced Supply Chain Plan (ASCP) per the GCSS-MC Planning process. (Plnr 301.02)

Enabling Learning Objectives

With references and per GCSS-MC APS processes:
Describe the high-level process for reviewing Inventory Optimization (IO) plans for Safety Stock
recommendations. (Plnr 301.02.01K)
Identify the basic process and steps for releasing Planned Orders from the (ASCP) Planners Work
Bench. (Plnr 301.02.02K)
Describe the navigation and steps to access, view and action Exception Messages from the Planners
Work Bench. (Plnr 301.02.03K)
Describe the basic process to create a new Exception Set. (Plnr 301.02.04K)
Identify valid adjustments or modifications to the Planners Work Bench Preferences. (Plnr
301.02.05K)
Identify the options to create, or maintain an existing Query. (Plnr 301.02.06K)

Training Guide
Version 5.0 PS30+
Page 12

301.02.01 - Logistics Chain Planning (ASCP) Overview

Topic Overview

This topic provides the course overview for Plnr 301 Logistics Chain Planning (ASCP).

The hyperlinks below provide additional information in the curriculum for students to access.

Exception Explanations and Remedies

Supply Chain Plan Exception Messages

Understanding, Diagnosing and Resolving Exceptions

Training Guide

Version 5.0 PS30+
Page 13

Step
1. Logistics Chain Planning (ASCP)Overview

Training Guide
Version 5.0 PS30+
Page 14

Step
2. Objectives (1 of 2)

Training Guide

Version 5.0 PS30+
Page 15

Step
3. Objectives (2 of 2)

Training Guide
Version 5.0 PS30+
Page 16

Step
4. GCSS-MC Advanced Planning Suite (APS)

Training Guide

Version 5.0 PS30+
Page 17

Step
5. What is the GCSS-MC Advanced Supply Chain Planning (ASCP) Business Solution?

The key capabilities of ASCP are:

Holistic Optimization, Planning, and Scheduling. ASCP can plan
for all supply chain facilities simultaneously. Short-term detailed
scheduling and long-term aggregate planning are supported within a
single plan.

Finite Capacity Planning and Scheduling. Finite Capacity Planning
and Scheduling. ASCP generates feasible supply chain plans that
consider both resource and material constraints.

Optimization. Users can easily configure ASCP to optimize specific
business criteria. No programming is necessary to access ASCP's
powerful mathematical optimization capabilities.

Backward Compatibility. ASCP's component architecture allows it
to be deployed against any version of GCSS-MC transaction systems.

Workflow-Driven Exception Messaging. ASCP's exception

Training Guide
Version 5.0 PS30+
Page 18

messages alert planners to critical issues across the extended supply
chain. Workflows that drive these exceptions route data to and provides
feedback from trading partners as required, thus effectively involving
them in the supply chain planning process.

Global Accessibility. ASCP's database-centric architecture stores a
plans data in a central planning server database. This data is accessible
from anywhere via a simple browser page. It is possible for multiple
planners to simultaneously access data for a single plan.

Integrated Planning and Execution. ASCP's Advanced Planner
Workbench user interface will not only display a plan's results, but will
also allow planners to execute planning recommendations. Planners do
not have to move to the transaction system to perform a plan's
execution.

Simulation Capability. ASCP allows many types of changes to
supply, demand, plan options, and resource profiles to simulate
changing business conditions. Planners can generate a plan considering
all the changes that have been entered via the Planner's Workbench.
Unlimited numbers of scenarios can be simulated and compared using
online planning, copy plans, and exceptions. Examples of the types of
changes are firming, changing sources, modifying quantities, dates,
priorities, resource availability, supplier capacity, and objective
weights.

Training Guide

Version 5.0 PS30+
Page 19

Step
6. The Key Capabilities of ASCP

The Demand-to-Buy Business Flow

The demand-to-make /demand-to-buy business flow begins with the
establishment of independent demands that will drive the activities of
the supply chain.

On the basis of sales history from GCSS-MC Order Management,
GCSS-MC Demand Planning generates statistical demand forecasts.

After adjustment by planners, these forecasts and their variability as
estimated by GCSS-MC Demand Planning are then input into GCSS-
MC Inventory Optimization.

Using user-supplied information about the variability of this forecast
demand and the variability of supplier lead-times, GCSS-MC Inventory
Optimization generates an optimal time-phased safety stock plan.

ASCP considers three streams of independent demand: the safety stock
planned demand from GCSS-MC Inventory Optimization, forecasts

Training Guide
Version 5.0 PS30+
Page 20

from GCSS-MC Demand Planning, and sales order demand from
GCSS-MC Order Management.

ASCP outputs a time-phased supply plan (planned orders) that can then
be released directly to the appropriate execution systems: GCSS-MC
Purchasing or GCSS-MC Work in Process WIP for Service/Repair.

Training Guide

Version 5.0 PS30+
Page 21

Step
7. Simplified Demand-to-Buy Business Flow

Training Guide
Version 5.0 PS30+
Page 22

Step
8. Simplified 'Day-in-the-Life' flow for a GCSS-MC Logistics Chain Planner

Training Guide

Version 5.0 PS30+
Page 23

Step
9. What is GCSS-MC Inventory optimization (IO)?

The following are the key capabilities of GCSS-MC Inventory
Optimization:

IO uses stochastic optimization technology that enables a planner to
factor in the multilevel supply chain network and interdependence of
demand variability and supply lead time variability when generating
time-phased safety stock recommendations.

IO enables planners to evaluate multiple inventory planning scenarios
and graphically compare the results. The planning scenarios for
example can include different sets of customer service levels, budget
constraints, and capacity constraints.

IO is integrated with GCSS-MC's E-Business Suite and Advanced
Planning products including ASCP and GCSS-MC Demand Planning.
This enables collaboration between these applications. For example, the
safety stock recommendations of IO can be automatically fed into
ASCP to drive tactical supply chain planning decisions.

Training Guide
Version 5.0 PS30+
Page 24

Step
10. Key Capabilities of IO

Training Guide

Version 5.0 PS30+
Page 25

Step
11. What is Stochastic Optimization Technology?

IO uses Stochastic Optimization Technology to help manage the
uncertainty inherent to business decisions. Based on the requirements
and objectives, it is possible to determine the optimal inventory
stocking levels and other operational policies.

IO enables the decision maker to:

Determine the optimal inventory levels across the supply chain, which
improves customer service while lowering inventory investment.
Consider uncertainty in demand and supply.
Manage variability and risk.
Evaluate cost and risk trade-off.
See a graphical representation of the strategic inventory plan.
Plan telescoping time horizons.
Provide accurate inputs to tactical plans.
Manage key performance indicators (KPIs) and drive continuous
improvement.

Training Guide
Version 5.0 PS30+
Page 26

Step
12. IO (Safety Stock calculation) Business Process

The following steps summarize the business process flow depicted in
the diagram:

1. Determine the key objective of the inventory plan.
2. Collect existing data from other source instances.
3. Review the data collected by the inventory planning engine and
make changes as needed.
4. Specify additional inputs for the inventory plan. The following are
the data that planners can specify:

Service level policy
Inventory budget (optional)
Supplier lead time variability
Safety stock levels
Minimum and maximum inventory levels

5. The inventory planning engine processes the input and runs the
inventory plan.
6. The inventory planning engine reports the results after running the
Training Guide

Version 5.0 PS30+
Page 27

inventory plan.
7. Review the output generated by the inventory planning engine.
8. If the inventory plan is not optimal, make changes to the input. Steps
3 through 6 are repeated until the inventory plan is optimal.

Training Guide
Version 5.0 PS30+
Page 28

Step
13. Overview of Planner Workbench

Training Guide

Version 5.0 PS30+
Page 29

Step
14. The Planners Workbench

Training Guide
Version 5.0 PS30+
Page 30

Step
15. Implementing Planning Recommendations

Training Guide

Version 5.0 PS30+
Page 31

Step
16. Planners can access a subset of planned orders for a specified time period or other user defined
sort criteria using the Supply/Demand window

Training Guide
Version 5.0 PS30+
Page 32

Step
17. Planners can release all planned orders using a Release All feature or individually select
planned orders for release

Releasing Recommendations

When a planner release a planned order as buy from and do not change
the recommended dates, the release process sets Need-by Date to the
planned order Suggested Dock Date.

When a planner release a planned order as buy from and change the
recommended dates, the release process calculates Need-by Date as
follows:

If Implement Date is a non-workday in the manufacturing calendar,
moves Implement Date to the previous working day.
Calculates Dock Date = Implement Date - Post processing lead time
If Dock Date is a non-workday in the manufacturing calendar, moves
Dock Date to the previous working day.
If the organization has a receiving calendar and Dock Date is a non-
workday in the receiving calendar, moves Dock Date to the previous
working day on this calendar.
Training Guide

Version 5.0 PS30+
Page 33

Sets Need-by Date to Dock Date

To release recommendations do:
1. In the View By Actions mode, drill down to the Recommendations
node.
2. Drill down to items in Purchase Requisitions or Discrete Jobs.
3. Right-click an item, select Supply/Demand > Supply/Demand.
4. To change the supply Suggested Due Date or Qty/Rate, navigate to
the Release Properties tabbed region:

To change the supply Suggested Due, select a new date in the
Implement Date. Select a non-workday. If a date in the past is selected,
the scheduled receipt will have today's date.
To change the supply Qty/Rate, enter a new quantity or rate in Imp
Qty/Rate.

5. To mark a supply for conversion into a purchase requisition or a
discrete job, select For Release. If For Release on the Orders tabbed
region is selected before the Implement Date or Imp Qty/Rate on the
Release Properties tabbed region is changed, clear the For Release,
make the changes and then select the For Release again.
6. Right-click in any field in the Orders tabbed region or the Release
Properties tabbed region and select Release.

Releasing All Recommendation

To release all recommendations do:
1. From the Recommendations node, drill down to Purchase
Requisitions or Discrete Jobs.
2. Navigate to Supply/Demand from items in Purchase Requisitions or
Discrete Jobs.
3. Select Edit > Select All
4. Press [right-click] > Release to release all.
Make necessary changes and save.

Training Guide
Version 5.0 PS30+
Page 34

Step
18. Viewing, Managing and Resolving Exception Messages (1 of 2)

Training Guide

Version 5.0 PS30+
Page 35

Step
19. Viewing, Managing and Resolving Exception Messages (2 of 2)

Training Guide
Version 5.0 PS30+
Page 36

Step
20. To view exceptions

Exception Summary Window

The Exception Summary window displays summary exception message
information:

Generated by the current planning run
Saved from previous simulation runs

It displays the following information:

Action Type: The exception group
Version
Count: The exception message count by exception group

The window displays the exception groups by their typical importance
to troubleshooting; for example, late orders are more important than
recommendations.

The Find window, can sort, group, or subtotal exceptions according to
Training Guide

Version 5.0 PS30+
Page 37

various criteria, for example, item, supplier, and buyer. If grouped by
organization, item, planner code, resource, category, department,
customer, or supplier, the results window displays their column
headings. For other group by criteria, the results window displays a
generic column heading, for example, Group By 1

Training Guide
Version 5.0 PS30+
Page 38

Step
21. To view exception details

Exception Details Window

The Exception Details window displays information about each
exception. If one exception type is selected, the window displays
information in a folder for that exception type. If multiple exception
types are selected, the window displays the generic default folder.

Days Late applies to the Late replenishment for forecast and Late
replenishment for sales order exception messages.

Quantity Satisfied By Due Date is the portion of a demand that can be
satisfied by the due date.

Buttons

On the Exception Details window, it is possible to obtain additional
information about certain exceptions by clicking buttons on the bottom.
The buttons that appear are unique to the exception.

Training Guide

Version 5.0 PS30+
Page 39

Right Mouse Options

From the Exception Details window, additional information can be
obtained by right-clicking on the exception. The choices in the pop-up
menu are unique to the exception. Some choices are:

Supply
Demand
Resource Availability
Resource Requirements
Sources
Destinations
Related Exceptions
Gantt Chart
Horizontal Plan
Vertical Plan
End Item Supplies
End Pegged Supplies
Critical Activities

Related Exceptions

If working in a constrained or optimized plan, use the right mouse
option Related Exceptions to obtain further cause and effect
information, for example:

Is an order late because of a resource, material, or transportation
resource constraint?
Does a material, resource, or transportation resource issue cause late
orders?

From a resource, material, or transportation resource constraint
exception message, drill down to Late replenishment for sales order
and Late replenishment for forecast exception messages that the
constraint affects.

Training Guide
Version 5.0 PS30+
Page 40

Step
22. Resolving Exception Messages (1 of 2)

Training Guide

Version 5.0 PS30+
Page 41

Step
23. Resolving Exception Messages (2 of 2)

Training Guide
Version 5.0 PS30+
Page 42

Step
24. "Exception Explanations and Remedies.doc"

Training Guide

Version 5.0 PS30+
Page 43

Step
25. "Understanding, Diagnosing and Resolving Exceptions.pdf"

Training Guide
Version 5.0 PS30+
Page 44

Step
26. "Supply Chain Exception Messages.doc"

Training Guide

Version 5.0 PS30+
Page 45

Step
27. Exception Sets (1 of 2)

Training Guide
Version 5.0 PS30+
Page 46

Step
28. Exception Sets (2 of 2)

Training Guide

Version 5.0 PS30+
Page 47

Step
29. Creating and Updating Exception Sets

Training Guide
Version 5.0 PS30+
Page 48

Step
30. Defining Planners Workbench Display Preferences (1 of 3)

To define display preferences

1. Navigate to the Planner Workbench.
2. Choose Tools > Preferences.
3. Type the name for the Preference Set.

A Preference Set is applicable to all types of horizontal plans. Up to
three personal preference sets can be created and save for viewing a
horizontal plan based on the requirements. Multiple preference sets can
be created to view different levels of information for a horizontal plan.
For example, a planner may want to view summary-level information
with rows displaying gross requirements, total supply, safety stock, and
on-hand quantity to validate whether or not supply matches demand at
a period level. The planner may also want to view detailed information
for each supply type on a daily-level.

Preference Sets are unique to the individuals creating it. If specific
preference sets are created and applied, it is available only to the
planner that created them.
Training Guide

Version 5.0 PS30+
Page 49

4. Enter Display Buckets, Display Factor, Decimal Places, Show Graph
and check each type of plan to display the information in the material
plan.
5. Choose the Capacity Plan tab.
6. Check each type of plan information to be displayed in the resource
capacity plan.
7. Choose the Supplier Plan tab.
8. Check each type of plan information to be displayed in the supplier
capacity plan.
9. Choose the Transportation tab.
10. Check each type of plan information to be displayed in the capacity
plan.
11. Choose the Allocated ATP tab.
12. Check each type of information to be displayed in the allocated
ATP.
13. Choose the Other tab.

Supply/Demand details appear. The planner can select the following
based on requirements:

Release Phantoms: Enables the release of planned orders for the
phantoms.
Release Configurations: Enables the release of planned orders for
ATO items.
Firm Jobs: Enables the release of the Firm status when the planner
releases the work in process jobs.
Include Sales Orders: Enables the release of sales orders (loopback)
from the Planner Workbench.
Release VMI Items: Enables the release of those items from the
Planner Workbench that has the item attribute set to VMI items. This
check box is selected by default.
Job Status: When Planner Workbench creates discrete jobs from
planned orders, it assigns this status to the discrete jobs.

14. Enter a Job Status.
When the Planner Workbench creates discrete jobs from implemented
planned orders, it assigns the job status the planner entered in the
Preferences window.

15. Select a Job Class.
When the Planner Workbench creates discrete jobs from implemented
planned orders, it assigns the job class entered in the Preferences
window.

16. Select a Req Group.
When the Planner Workbench creates purchase requisitions from
implemented planned orders, it assigns the requisition load group

Training Guide
Version 5.0 PS30+
Page 50

entered in the Preferences window.

17. Under General, select either Plans or Queries in the Default Tab.
The planner may consider having the Queries tabbed pane as default if
they want a query to be executed automatically each time they open the
Planner Workbench. Planners can specify the query name in the Auto
Execute Query field. In addition, planners can specify a default plan
that needs to open when accessing the Planner Workbench.
Training Guide

Version 5.0 PS30+
Page 51

Step

View Recommendations for (Days from Today):

Specifies how many days of recommendations are viewable. Planner
Workbench calculates Days from Today using the supply Suggested
Order Date.

Note: Often defaults to a value of 1 usual cause for Planners
Workbench to either have very few planned orders visible, or be
entirely empty!

Category Set:

Specifies which Items are visible in the Planners Workbench based on
the assignment from the Source instance also a powerful method to
filter a workbench to only specific items a planner may want to review
for a particular plan run.

Training Guide
Version 5.0 PS30+
Page 52

Step

Retain Find criteria:

This is an option designed to ease or speed the use of the Planners
Workbench by retaining or remembering the select or exclude
criteria entered the first time a Planner enters a Find function.

While this is seemingly beneficial, practical experience has shown that
Planners seldom use only one set of Find criteria, for all the various
views they will typically invoke on the Planners Workbench.

A much more realistic daily planning routine would be for a Planner to
create multiple Queries, and to invoke those Queries for all desired
Select, Filter and Exclude criteria he or she may want.

It is strongly recommended that Logistics Chain Planners ensure that
this option is NOT enabled on their individual Workbench Preferences,
to preclude the possibility of inadvertently limiting their Workbench
views to a static, outdated set of Find criteria.
Training Guide

Version 5.0 PS30+
Page 53

Step
33. Customizing the Presentation of Data (Folder Views)

Defining Query Criteria for a Folder

To define query criteria for a folder:

1. Run a query, either by using the Find command or Query By
Example.
2. Save the query criteria by choosing Save As from the Folder menu.
3. Enter a name for the folder.
4. Select Always, Never, or Ask Each Time from the Autoquery option
group to define how frequently to perform the saved query.
5. Select the Open as Default check box to set this folder definition as
the default every time the planner navigates to this form.
6. Select the Public check box to allow other users to access the folder
definition. Selecting Public does not enable other users to modify the
folder.
7. Select the Include Query check box to include the query in the folder
definition. If the check box is not selected, only the folder layout is
saved.

Training Guide
Version 5.0 PS30+
Page 54

Step
34. Training Note regarding Folder functions in APS

Training Guide

Version 5.0 PS30+
Page 55

Step
35. Navigate to Folder Tools using the Tools menu toolbar

Training Guide
Version 5.0 PS30+
Page 56

Step
36. Launching the Folder Tools Sub-menu

Training Guide

Version 5.0 PS30+
Page 57

Step
37. Navigate to Folder Tools with 'Right Click'

Training Guide
Version 5.0 PS30+
Page 58

Step
38. Folder Tools Sub-Menu - Function Icons

Customizing the Layout of a Folder

Use the Folder menu or the Folder Tools window to customize the
folder layout. Some layout changes can be made using the mouse. For
example:

Change the width of a column by dragging the columns border.
Change the sequence of a column by dragging the columns heading
to a new position.
Change the name of a column by using the right mouse button on the
columns heading. A window prompt will display for a new name.

To access the Folder Tools window:

Select the Folder Tools toolbar icon, or choose Folder Tools from the
Folder menu.
Training Guide

Version 5.0 PS30+
Page 59

Step
39. Queries Tabbed Pane (Create of Maintain a Query)

Training Guide
Version 5.0 PS30+
Page 60

Step
40. Navigate the Queries Tabbed Pane Icons

Training Guide

Version 5.0 PS30+
Page 61

Step
41. Right-click Menu Options

Training Guide
Version 5.0 PS30+
Page 62

Step
42. Navigate Nodes in the Queries Tabbed Pane

The Queries tabbed pane consists of the following nodes:

Query Result: Planners can expand the Query Result node to view the
results of the unsaved queries.

Personal Queries: Planners can save query either as a Personal query
or a Public query. The query can be shared with others planners by
saving the query as a Public query. Planners can create and save
various types of queries such as items, resources, exception messages,
and suppliers within the Personal Queries node. For example, if a
planner wanted to create a personal query to filter items in a plan,
navigate to the Item type in the Personal Queries node, right-click and
select Create Query.

Public Queries: If a planner wanted to have exclusive ownership
rights to view, execute, and modify a query, then it is saved as a
Personal query. The Public Queries node comprises of Item, Resource,
Exception, and Supplier. Planners can create and save various types of
queries such as items, resources, exception messages, and suppliers
Training Guide

Version 5.0 PS30+
Page 63

within the Public Queries node. For example, if a planner wanted to
create a public query to filter exception messages associated with a
plan, navigate to the Exception type in the Public Queries node, right-
click and select Create Query.

Training Guide
Version 5.0 PS30+
Page 64

Step
43. Create a Query

Training Guide

Version 5.0 PS30+
Page 65

Step
44. Create Query window; Query Types

Training Guide
Version 5.0 PS30+
Page 66

Step
45. Query Type: Item Criteria

Training Guide

Version 5.0 PS30+
Page 67

Step
46. Query Type: Resource Criteria

Training Guide
Version 5.0 PS30+
Page 68

Step
47. Query Type: Exceptions Criteria

For detailed information about how to filter exception messages when
building queries, see the embedded (hyper-linked) document titled
Supply Chain Plan Exception Messages.doc and/or Understanding,
Diagnosing and Resolving Exceptions.pdf from the Course Concept
pane at the beginning of this training course.

Training Guide

Version 5.0 PS30+
Page 69

Step
48. Query Type: Suppliers Criteria

Training Guide
Version 5.0 PS30+
Page 70

Step
49. Query Type: Orders Criteria

To create a query

Planners can create queries for filtering items, resources, suppliers, and
exception messages associated with a plan in the Planner Workbench.

1. Click the Queries tab in the Planner Workbench. The Queries tabbed
pane appears.
2. Specify the name of the plan on which to run the query.
3. Right-click in the Queries tabbed pane to display the pop-up menu.
4. In the pop-up menu, select Create Query. Alternatively, planners can
click the Create Query icon at the bottom of the Queries tabbed pane to
create queries.
5. Specify a name for the query in the Query Name field.
6. Select a type of query from the Query Type drop-down menu to
specify the information to filter.

The various types of queries are Item, Resources, Exceptions, and
Suppliers. Planners can select Item to create queries that filter
information related to items. Similarly, Resources and Suppliers can be
Training Guide

Version 5.0 PS30+
Page 71

selected to create queries that filter information related to resources and
suppliers, respectively. For information about how to filter exception
messages.

7. Click Yes in the Public drop-down menu in case the planner wants
the query to be visible to other planners as a public query.
8. Specify the criteria in the Criteria box. For example, planners may
want to filter those items that need to be purchased. In this case, specify
Make or Buy, Equals, and Buy in the Criteria, Condition, and From
fields, respectively.
9. To retrieve all the records that meet any one of the criteria that a
planner specifies, select Match Any. However, if the planner wants to
retrieve only those records that meet all criteria, select Match All.
10. Select the check box preceding the criteria specifications for those
criteria specifications that planner wants to include as active. When
executing a query, the planning engine considers only the active criteria
as the basis for the search.
11. Click Save to save the query. Based on the selection, the planning
engine saves the query either as a Personal Query or a Public Query.
12. Click Execute to run the query. The planning engine filters and
displays the result based on the criteria the specified in the query.

If the planner wants to view the details of a specific filtered row, click
the row. When right-clicking the selected row, the available options
appear. The planner can select the required option from the drop-down
menu to navigate to context windows such as Exceptions window and
Horizontal Plan window.

If the planner wants to the view the Results window without the
Navigator, click the Collapse window sliding bar, which is the vertical
slider between the Navigator and the Results window.

Note: To execute a query for a particular plan, specify the name of the
plan in the Plan field.

Training Guide
Version 5.0 PS30+
Page 72

Step
50. View Results of a Query

Training Guide

Version 5.0 PS30+
Page 73

Step
51. View Query Details

To the view the Results window without the Navigator, click the
Collapse window sliding bar, which is the vertical slider between the
Navigator and the Results window.

Note: To execute a query for a particular plan, specify the name of the
plan in the Plan field.

Training Guide
Version 5.0 PS30+
Page 74

Step
52. Multi-select Items in Query Results Window

Training Guide

Version 5.0 PS30+
Page 75

301.02.02 - Demonstrated Procedures

IMPORTANT

The topics contained within this lesson are for demonstration purposes only and do not contain
practical applications or data sheets.

Scenario

Use GCSS-MC to look at items by NIIN, and order type. Review Actions and Work Exception messages in
the Planner Workbench, release planned orders, create a new Exception Set, set up Planner's Workbench,
create a Public Query, and add additional filter criteria in GCSS-MC.

Note: Due to the unique architecture of the Advanced Planning Suite (APS) in GCSS-MC, the application
cannot be installed in the deployed Mobile Training Suite environment. Consequently, all practical
application topics in this course are presented as Demonstrations, to be viewed only - they cannot be
exercised in the Mobile Training Suite

Training Guide
Version 5.0 PS30+
Page 76

301.02.02.01 - Reviewing IO Plan Output

Mission

You are the Logistics Chain Planner reviewing the IO Plan output in. Use the following criteria for your
review:

Look at the following items by NIIN: Bracket, mounting and Bag, Tools and Spares.
Look at the items by the following Order Type: Safety Stock Demands, Planned Orders and Forecast
orders.

Execution

Using the GCSS-MC Logistics Chain Planner responsibility, navigate to Inventory Optimization > Inventory
Plan > Workbench

1. Open the IO Plan.

2. Review & confirm the Workbench and Plan output.

3. Close the Workbench.

Training Guide

Version 5.0 PS30+
Page 77

Step
1. Double-click to select the Inventory Optimization list item to expand.

Training Guide
Version 5.0 PS30+
Page 78

Step
2. Double-click to select the Inventory Plan list item to expand.

Training Guide

Version 5.0 PS30+
Page 79

Step
3. Double-click to select the Workbench list item to select.

Training Guide
Version 5.0 PS30+
Page 80

Step
4. Click the plus (+) sign button beside the Plans tree item to expand.

Training Guide

Version 5.0 PS30+
Page 81

Step
5. Click the MR1_A (MR1_Group Class A) tree item to select.

Training Guide
Version 5.0 PS30+
Page 82

Step
6. Right-click the MR1_A (MR1_Group Class A) tree item to display a sub menu.

Training Guide

Version 5.0 PS30+
Page 83

Step
7. Point to the Supply and Demand menu to display the submenu.

Training Guide
Version 5.0 PS30+
Page 84

Step
8. Click the Supply and Demand command.

Training Guide

Version 5.0 PS30+
Page 85

Step
9. Click the Criteria LOV button.

Training Guide
Version 5.0 PS30+
Page 86

Step
10. Click on Item to select.

Training Guide

Version 5.0 PS30+
Page 87

Step
11. Click the OK button.

Training Guide
Version 5.0 PS30+
Page 88

Step
12. Click the Condition drop down.

Training Guide

Version 5.0 PS30+
Page 89

Step
13. Select the Among list item.

Training Guide
Version 5.0 PS30+
Page 90

Step
14. Click the From box.

Training Guide

Version 5.0 PS30+
Page 91

Step
15. Click the Values box.

Training Guide
Version 5.0 PS30+
Page 92

Step
16. Type the desired NIIN information into the Values box. Type a valid value; e.g., "014140701".

Training Guide

Version 5.0 PS30+
Page 93

Step
17. Press TAB.

Training Guide
Version 5.0 PS30+
Page 94

Step
18. Type the desired NIIN information into the Values box. Type a valid value; e.g., "014804004".

Training Guide

Version 5.0 PS30+
Page 95

Step
19. Press TAB.

Training Guide
Version 5.0 PS30+
Page 96

Step

Training Guide

Version 5.0 PS30+
Page 97

Step
21. Click the Criteria box.

Training Guide
Version 5.0 PS30+
Page 98

Step

Training Guide

Version 5.0 PS30+
Page 99

Step
23. Click the Vertical Scrollbar to scroll down.

Training Guide
Version 5.0 PS30+
Page 100

Step
24. Click on Order Type to select.

Training Guide

Version 5.0 PS30+
Page 101

Step

Training Guide
Version 5.0 PS30+
Page 102

Step
26. Click the Condition drop down button.

Training Guide

Version 5.0 PS30+
Page 103

Step
27. Select the Among list item.

Training Guide
Version 5.0 PS30+
Page 104

Step
28. Click the From box.

Training Guide

Version 5.0 PS30+
Page 105

Step
29. Click the Values LOV button.

Training Guide
Version 5.0 PS30+
Page 106

Step
30. Type the desired information into the Find box. Type a valid value; e.g., "Safety%".

Training Guide

Version 5.0 PS30+
Page 107

Step
31. Click the Find button.

Training Guide
Version 5.0 PS30+
Page 108

Step

Training Guide

Version 5.0 PS30+
Page 109

Step

Training Guide
Version 5.0 PS30+
Page 110

Step
34. Type the desired information into the Find box. Type a valid value; e.g., "Plan%".

Training Guide

Version 5.0 PS30+
Page 111

Step

Training Guide
Version 5.0 PS30+
Page 112

Step
36. Click on Planned Order to select.

Training Guide

Version 5.0 PS30+
Page 113

Step

Training Guide
Version 5.0 PS30+
Page 114

Step

Training Guide

Version 5.0 PS30+
Page 115

Step
39. Type the desired information into the Find box. Type a valid value; e.g., "Fore%".

Training Guide
Version 5.0 PS30+
Page 116

Step

Training Guide

Version 5.0 PS30+
Page 117

Step
41. Click the OK button to select Forecast.

Training Guide
Version 5.0 PS30+
Page 118

Step

Training Guide

Version 5.0 PS30+
Page 119

Step

Training Guide
Version 5.0 PS30+
Page 120

Step
44. Click the Sugg Due Date box to place the cursor into the field.

Training Guide

Version 5.0 PS30+
Page 121

Step
45. Click the Folder menu.

Training Guide
Version 5.0 PS30+
Page 122

Step
46. Click the Sort Data... command.

Training Guide

Version 5.0 PS30+
Page 123

Step
47. Click the First field to sort LOV button.

Training Guide
Version 5.0 PS30+
Page 124

Step
48. Type the desired information into the Find box. Type a valid value; e.g., "s".

Training Guide

Version 5.0 PS30+
Page 125

Step
49. Click on Suggested Due Date to select.

Training Guide
Version 5.0 PS30+
Page 126

Step

Training Guide

Version 5.0 PS30+
Page 127

Step
51. Click the Order By drop down button.

Training Guide
Version 5.0 PS30+
Page 128

Step
52. Select the Ascending list item.

Training Guide

Version 5.0 PS30+
Page 129

Step

Training Guide
Version 5.0 PS30+
Page 130

Step
54. Drag the pointer to the desired location to expand the form to view more fields.

Training Guide

Version 5.0 PS30+
Page 131

Step
55. Release the mouse button.

Training Guide
Version 5.0 PS30+
Page 132

Step
56. To view more data, click the Horizontal or Vertical Scrollbars.

Training Guide

Version 5.0 PS30+
Page 133

Step
57. Click the Close (X) button.

Training Guide
Version 5.0 PS30+
Page 134

Step
58. Click the Clear button.

Training Guide

Version 5.0 PS30+
Page 135

Step

Training Guide
Version 5.0 PS30+
Page 136

Step
60. Click the Close (X) button and exit the application.

Training Guide

Version 5.0 PS30+
Page 137

301.02.02.02 - Viewing ASCP Plan and Exceptions

Mission

You are the Logistics Chain Planner opening and reviewing the Actions and Exception Messages in the
Planners Workbench for Past Due Sales Orders.

Execution

Using the GCSS-MC Logistics Chain Planner responsibility, navigate to Supply Chain Plan > Workbench

1. Navigate to the Planners Workbench.

2. View recommendations and Exception Messages.

Training Guide
Version 5.0 PS30+
Page 138

Step
1. Click the GCSS-MC Logistics Chain Planning Administrator - APS link.

Training Guide

Version 5.0 PS30+
Page 139

Step
2. Click the Workbench link.

Training Guide
Version 5.0 PS30+
Page 140

Step
3. Click the ETB:MR1 cell to select the organization to view.

Training Guide

Version 5.0 PS30+
Page 141

Step

Training Guide
Version 5.0 PS30+
Page 142

Step

Training Guide

Version 5.0 PS30+
Page 143

Step
6. Click the View By drop down button. By default the view by is Action and needs to be
changed to Organizations.

Training Guide
Version 5.0 PS30+
Page 144

Step
7. Select the Organizations list item.

Training Guide

Version 5.0 PS30+
Page 145

Step

Training Guide
Version 5.0 PS30+
Page 146

Step
9. Click the plus (+) sign button beside the FUE_1 tree item to expand.

Training Guide

Version 5.0 PS30+
Page 147

Step
10. Click the plus (+) sign button beside the A12 account tree item to expand.

Training Guide
Version 5.0 PS30+
Page 148

Step

Training Guide

Version 5.0 PS30+
Page 149

Step
12. Right-click item number 001425369. This will display the sub menu for selecting the
Horizontal Plan.

Training Guide
Version 5.0 PS30+
Page 150

Step
13. Point to the Horizontal Plan menu.

Training Guide

Version 5.0 PS30+
Page 151

Step
14. Click the Default command.

Training Guide
Version 5.0 PS30+
Page 152

Step
15. Double-click the Horizontal Plan Title Bar to expand the window to see more information.

Training Guide

Version 5.0 PS30+
Page 153

Step
16. After viewing the data for the item selected, click the Close (X) button.

Training Guide
Version 5.0 PS30+
Page 154

Step
17. Click the View By drop down button to change the view to actions.

Training Guide

Version 5.0 PS30+
Page 155

Step
18. Select the Actions list item.

Training Guide
Version 5.0 PS30+
Page 156

Step
19. Click the plus (+) sign button before the Plans tree item.

Training Guide

Version 5.0 PS30+
Page 157

Step
20. Click the FUE_1 (Sandbox Plan #1: Unconstrained) tree item.

Training Guide
Version 5.0 PS30+
Page 158

Step
21. Click the plus (+) sign button beside the FUE_1 tree item to expand.

Training Guide

Version 5.0 PS30+
Page 159

Step
22. Click the plus (+) sign button beside the Current tree item to expand.

Training Guide
Version 5.0 PS30+
Page 160

Step
23. Click the Late Sales Orders and Forecasts tree item.

Training Guide

Version 5.0 PS30+
Page 161

Step
24. Click the plus (+) sign button beside the Shortages and Excess tree item to expand the list and
view the options.

Training Guide
Version 5.0 PS30+
Page 162

Step
25. Click the plus (+) sign button beside the Reschedules tree item to expand the list to view the
options.

Training Guide

Version 5.0 PS30+
Page 163

Step

Training Guide
Version 5.0 PS30+
Page 164

Step
27. Click the plus (+) sign button beside the Item Exceptions tree item to expand the list to view
the options.

Training Guide

Version 5.0 PS30+
Page 165

Step

Training Guide
Version 5.0 PS30+
Page 166

Step
29. Click the plus (+) sign button beside the Recommendations tree item to expand the list to
view.

Training Guide

Version 5.0 PS30+
Page 167

Step
30. Click the plus (+) sign button beside the Past due sales orders tree item to expand the list to
view the options.

Training Guide
Version 5.0 PS30+
Page 168

Step
31. Right-click the ETB:MR1 tree item to display the sub menu.

Training Guide

Version 5.0 PS30+
Page 169

Step
32. Point to the Exceptions to display the sub menu.

Training Guide
Version 5.0 PS30+
Page 170

Step
33. Click the Detail command.

Training Guide

Version 5.0 PS30+
Page 171

Step
34. View the data displayed for the detail exceptions for ETB:MR1. Click the Close (X) button to
close the form.

Training Guide
Version 5.0 PS30+
Page 172

Step

Training Guide

Version 5.0 PS30+
Page 173

Step

Training Guide
Version 5.0 PS30+
Page 174

301.02.02.03 - Releasing Planned Orders

Mission

You are the Logistics Chain Planner tasked with releasing Planned Orders for item 010331523.

Execution

The workbench is currently open.

1. Set the Planners Workbench Preferences.

2. Close the work bench.

3. Select the plan.

4. Save and release the plan.

Training Guide

Version 5.0 PS30+
Page 175

Step
1. INFORMATION

GCSS-MC has been configured to NOT allow a Planner to release orders if the Planner's
Workbench Preferences have not been set and saved.

If the planner attempts to release without having completed the workbench preferences setup,
the planner will receive an error message. The following steps/frames will guide the planner
through a quick, basic Workbench Preference setup.

There is a full lesson on setting and saving Planners Workbench Preferences later in the course
as well.

Training Guide
Version 5.0 PS30+
Page 176

Step

Training Guide

Version 5.0 PS30+
Page 177

Step
3. Click the Tools menu.

Training Guide
Version 5.0 PS30+
Page 178

Step
4. Click the Preferences menu item.

Training Guide

Version 5.0 PS30+
Page 179

Step
5. Enter the desired information into the Preference Set name field. Enter a valid
value e.g. "TRNG_1".

Training Guide
Version 5.0 PS30+
Page 180

Step
6. Enter the desired information into the Preference Set Description field. Enter a valid
value e.g. "Default Training Pref Set".

Training Guide

Version 5.0 PS30+
Page 181

Step
7. Enter the desired information into the Days field. Enter a valid value e.g. "30".

Training Guide
Version 5.0 PS30+
Page 182

Step
8. Press Tab.

Training Guide

Version 5.0 PS30+
Page 183

Step
9. Enter the desired information into the Weeks field. Enter a valid value e.g. "4".

Training Guide
Version 5.0 PS30+
Page 184

Step
10. Press Tab.

Training Guide

Version 5.0 PS30+
Page 185

Step
11. Enter the desired information into the Periods field. Enter a valid value e.g. "4".

Training Guide
Version 5.0 PS30+
Page 186

Step
12. Click the Show Graph drop down button.

Training Guide

Version 5.0 PS30+
Page 187

Step
13. Click the No list item.

Training Guide
Version 5.0 PS30+
Page 188

Step
14. INFORMATION

Assuming that all preference settings which have defaulted in the Supplies fields are correct -
no changes are required.

The next step/frame demonstrates how to navigate to the Demands preferences in the Material
Plan tab.

Training Guide

Version 5.0 PS30+
Page 189

Step
15. Click the Supplies drop down button.

Training Guide
Version 5.0 PS30+
Page 190

Step
16. Click the Demands list item.

Training Guide

Version 5.0 PS30+
Page 191

Step
17. Click the Payback Demand checkbox option to deselect the option.

Training Guide
Version 5.0 PS30+
Page 192

Step
18. Click the Other tab.

Training Guide

Version 5.0 PS30+
Page 193

Step
19. Click the Release VMI Items checkbox option to deselect the option.

Training Guide
Version 5.0 PS30+
Page 194

Step
20. Click the Show Operations and Resources checkbox option to deselect the option.

Training Guide

Version 5.0 PS30+
Page 195

Step
21. Click in the Category Set field.

Training Guide
Version 5.0 PS30+
Page 196

Step
22. Click the Category Set LOV button.

Training Guide

Version 5.0 PS30+
Page 197

Step

Training Guide
Version 5.0 PS30+
Page 198

Step
24. Click the XXMC_PLANNING list item.

Training Guide

Version 5.0 PS30+
Page 199

Step

Training Guide
Version 5.0 PS30+
Page 200

Step
26. Click in the View Recommendations for (Days from Today): field.

Training Guide

Version 5.0 PS30+
Page 201

Step
27. Enter the desired information into the View Recommendations for (Days from Today): field.
Enter a valid value e.g. "30".

Training Guide
Version 5.0 PS30+
Page 202

Step
28. Click the Retain find criteria checkbox option to deselect the option.

Training Guide

Version 5.0 PS30+
Page 203

Step
29. Click the Save button.

Training Guide
Version 5.0 PS30+
Page 204

Step

Training Guide

Version 5.0 PS30+
Page 205

Step
31. INFORMATION

Now that the preferences are set, the next steps demonstrate the Planner returning to the
workbench, and attempting the release process again - without having exited and re-entered the
Workbench.

Training Guide
Version 5.0 PS30+
Page 206

Step

Training Guide

Version 5.0 PS30+
Page 207

Step
33. Click the Plan menu.

Training Guide
Version 5.0 PS30+
Page 208

Step
34. Click the Release menu item.

Training Guide

Version 5.0 PS30+
Page 209

Step
35. INFORMATION

As shown in this step/frame - the release process fails.

GCSS-MC cannot recognize the new Planners Workbench Preferences without the Planner
exiting the Workbench completely, and then re-launching the workbench.

GCSS-MC uses the 'Start Workbench' process to look up and loads the Planners preferences -
so this start must be done after making and saving any changes to the Workbench Preferences.

Training Guide
Version 5.0 PS30+
Page 210

Step

Training Guide

Version 5.0 PS30+
Page 211

Step

Training Guide
Version 5.0 PS30+
Page 212

Step

Training Guide

Version 5.0 PS30+
Page 213

Step
39. Click the Close (X) button to close the Find Supply/Demand window.

Training Guide
Version 5.0 PS30+
Page 214

Step
40. Click the Close (X) button to close the Navigator.

Training Guide

Version 5.0 PS30+
Page 215

Step

Training Guide
Version 5.0 PS30+
Page 216

Step
42. Double-click the Workbench list item to open the workbench.

Training Guide

Version 5.0 PS30+
Page 217

Step
43. Click the plus sign (+) button before the Plans tree item.

Training Guide
Version 5.0 PS30+
Page 218

Step
44. Click the FUE_1 (Sandbox Plan #1: Unconstrained) tree item.

Training Guide

Version 5.0 PS30+
Page 219

Step
45. Right-click the FUE_1 (Sandbox Plan #1: Unconstrained) tree item to display the sub menu.

Training Guide
Version 5.0 PS30+
Page 220

Step
46. Point to the Supply and Demand to display a sub menu.

Training Guide

Version 5.0 PS30+
Page 221

Step
47. Click the Supply and Demand menu item.

Training Guide
Version 5.0 PS30+
Page 222

Step
48. Enter the desired information into the Criteria field. Enter "order type".

Training Guide

Version 5.0 PS30+
Page 223

Step
49. Press Tab.

Training Guide
Version 5.0 PS30+
Page 224

Step
50. Enter the desired information into the Condition field. Enter a valid value e.g. "e".

Training Guide

Version 5.0 PS30+
Page 225

Step
51. Press Tab.

Training Guide
Version 5.0 PS30+
Page 226

Step
52. Enter the desired information into the From field. Enter a valid value e.g. "planned".

Training Guide

Version 5.0 PS30+
Page 227

Step
53. Press Tab.

Training Guide
Version 5.0 PS30+
Page 228

Step
54. Click the Planned order list item.

Training Guide

Version 5.0 PS30+
Page 229

Step

Training Guide
Version 5.0 PS30+
Page 230

Step
56. Enter the desired information into the Criteria field. Enter a valid value e.g. "cat".

Training Guide

Version 5.0 PS30+
Page 231

Step
57. Press Tab.

Training Guide
Version 5.0 PS30+
Page 232

Step
58. Enter the desired information into the Condition field. Enter a valid value e.g. "e".

Training Guide

Version 5.0 PS30+
Page 233

Step
59. Press Tab.

Training Guide
Version 5.0 PS30+
Page 234

Step
60. INFORMATION

Remember, in the previous steps/frames in this topic, Workbench Preferences were updated
and saved.

A key update made when setting the workbench preferences was the Category Set. Originally,
the workbench displayed using the 'RIC' Category Set - but was changed that to now display
using the 'XXMC_PLANNING' Category Set.

When entering the criteria in the Find now, remember to use the 'XXMC_CATEGORY'
needed. In this demonstration, Find all Planned Orders in the 'Y.Consumable' Category will be
displayed.

Training Guide

Version 5.0 PS30+
Page 235

Step
61. Enter the desired information into the Category field. Enter a valid value e.g. "Y%".

Training Guide
Version 5.0 PS30+
Page 236

Step
62. Press Enter.

Training Guide

Version 5.0 PS30+
Page 237

Step
63. Click the OK button to select Y.CONSUMABLE.

Training Guide
Version 5.0 PS30+
Page 238

Step
64. Press Enter.

Training Guide

Version 5.0 PS30+
Page 239

Step
65. Click the Plan menu.

Training Guide
Version 5.0 PS30+
Page 240

Step
66. Click the Release list item.

Training Guide

Version 5.0 PS30+
Page 241

Step

Training Guide
Version 5.0 PS30+
Page 242

Step

Training Guide

Version 5.0 PS30+
Page 243

Step
69. Click the Close (X) button to close the Find Supply/Demand window.

Training Guide
Version 5.0 PS30+
Page 244

Step
70. Click the Close (X) button to close the Navigator.

Training Guide

Version 5.0 PS30+
Page 245

Step

Training Guide
Version 5.0 PS30+
Page 246

301.02.02.04 - Creating Exception Sets

Mission

You are the Logistics Chain Planner tasked with creating a new Exception Set called GCSS-MC_TR.

Execution

Using the Supply Chain Planner responsibility, navigate to Setup > Exception Set

1. Navigate to the Exception Set.

2. Create a new Exception Set in the Source instance.

Training Guide

Version 5.0 PS30+
Page 247

Step
1. Click the Supply Chain Planner link.

Training Guide
Version 5.0 PS30+
Page 248

Step
2. Click the Exception Set link.

Training Guide

Version 5.0 PS30+
Page 249

Step
3. Click the MR1 MMR100 cell for the organization to be used.

Training Guide
Version 5.0 PS30+
Page 250

Step

Training Guide

Version 5.0 PS30+
Page 251

Step
5. Click in the Name field.

Training Guide
Version 5.0 PS30+
Page 252

Step
6. Click the Find button on the toolbar. This will display a list of values to select from to select
for account MR1.

Training Guide

Version 5.0 PS30+
Page 253

Step

Training Guide
Version 5.0 PS30+
Page 254

Step
8. INFORMATION

In this particular EBS environment, the MR1 Organization already has all required Exception
Sets defined.

For training purposes, the following steps/frames will demonstrate creating a new Exception
Set, using the options and parameters that would normally apply to the standard, pre-defined
Exception Set "GCSS-MC_A1".

Training Guide

Version 5.0 PS30+
Page 255

Step
9. Click the Cancel button.

Training Guide
Version 5.0 PS30+
Page 256

Step
10. Click in the Name field to enter a new Exception name for MR1.

Training Guide

Version 5.0 PS30+
Page 257

Step
11. Enter the desired information into the Name field. Enter a valid value e.g. "GCSS-MC_TR".

Training Guide
Version 5.0 PS30+
Page 258

Step
12. Press Tab to move to the next field. The following steps will show how to create a new
exception.

Training Guide

Version 5.0 PS30+
Page 259

Step
13. Enter the desired information into the Excess Quantity field. Enter a valid value e.g. "100".
This will limit reporting of excess to situations in which supply exceeds demand by 100.

Training Guide
Version 5.0 PS30+
Page 260

Step
14. Press Tab.

Training Guide

Version 5.0 PS30+
Page 261

Step
15. Enter the desired information into the Repetitive Variance field. Enter a valid value e.g. "5".

Training Guide
Version 5.0 PS30+
Page 262

Step
16. Press Tab.

Training Guide

Version 5.0 PS30+
Page 263

Step
17. Enter the desired information into the Under-utilization field. Enter a valid value e.g. "5".

Training Guide
Version 5.0 PS30+
Page 264

Step
18. Press Tab.

Training Guide

Version 5.0 PS30+
Page 265

Step
19. Enter the desired information into the Over-utilization field. Enter a valid value e.g. "5".

Training Guide
Version 5.0 PS30+
Page 266

Step
20. Press Tab.

Training Guide

Version 5.0 PS30+
Page 267

Step
21. Enter the desired information into the User-Defined Time Fence (Days) field. Enter a valid
value e.g. "180". This will limit reporting of shortages to those situations in which the shortage
is within 180 days.

Training Guide
Version 5.0 PS30+
Page 268

Step
22. Press Tab.

Training Guide

Version 5.0 PS30+
Page 269

Step
23. Enter the desired information into the Setup Time field. Enter a valid value e.g. "5".

Training Guide
Version 5.0 PS30+
Page 270

Step
24. Press Tab.

Training Guide

Version 5.0 PS30+
Page 271

Step
25. Enter the desired information into the Utilization Change field. Enter a valid value e.g. "5".

Training Guide
Version 5.0 PS30+
Page 272

Step
26. Press Tab.

Training Guide

Version 5.0 PS30+
Page 273

Step
27. Click the Shortage Exceptions LOV button.

Training Guide
Version 5.0 PS30+
Page 274

Step
28. Click on User-defined time fence to select. This will allow the planner to set shortage
exceptions as needed.

Training Guide

Version 5.0 PS30+
Page 275

Step

Training Guide
Version 5.0 PS30+
Page 276

Step
30. Click the Excess Exceptions LOV button.

Training Guide

Version 5.0 PS30+
Page 277

Step
31. Click on User-defined time fence to select. This will allow the planner to set the excess
exceptions as needed.

Training Guide
Version 5.0 PS30+
Page 278

Step

Training Guide

Version 5.0 PS30+
Page 279

Step
33. Click the Resource Under-utilized Exceptions LOV button.

Training Guide
Version 5.0 PS30+
Page 280

Step
34. Click on Do not report to select. This will keep the Resource Under-utilized from being
displayed.

Training Guide

Version 5.0 PS30+
Page 281

Step

Training Guide
Version 5.0 PS30+
Page 282

Step
36. Click the Resource Over-utilized Exceptions LOV button.

Training Guide

Version 5.0 PS30+
Page 283

Step
37. Click on Do not report to select. This will prevent the Resource Over-utilized from being
displayed.

Training Guide
Version 5.0 PS30+
Page 284

Step

Training Guide

Version 5.0 PS30+
Page 285

Step
39. Click the Overpromised Exceptions LOV button.

Training Guide
Version 5.0 PS30+
Page 286

Step
40. Click on User-defined time fence to select. This will allow the planner to set the exception as
needed.

Training Guide

Version 5.0 PS30+
Page 287

Step

Training Guide
Version 5.0 PS30+
Page 288

Step
42. Click the Repetitive Variance Exceptions LOV button.

Training Guide

Version 5.0 PS30+
Page 289

Step
43. Click on Do not report to select This will prevent the Repetitive Variance from displaying.

Training Guide
Version 5.0 PS30+
Page 290

Step

Training Guide

Version 5.0 PS30+
Page 291

Step
45. Note: In this step we demonstrate use of GCSS-MC's 'Auto Fill' capability, to speed data entry.

In this list of values, there is only one list item which begins with the letter 'D'. By typing only
the letter 'D' into the field, and pressing the Tab key, we use Auto Fill to find all values that
begin with 'D'. As there is only one value beginning with 'D', that value is automatically filled
into the field.

Enter the desired information into the Setup Time Exceptions field. Enter a valid
value e.g. "D".

Training Guide
Version 5.0 PS30+
Page 292

Step
46. Press Tab.

Training Guide

Version 5.0 PS30+
Page 293

Step
47. Enter the desired information into the Utilization Change Exceptions field. Enter a valid
value e.g. "D".

Training Guide
Version 5.0 PS30+
Page 294

Step
48. Press Tab.

Training Guide

Version 5.0 PS30+
Page 295

Step

Training Guide
Version 5.0 PS30+
Page 296

Step

Training Guide

Version 5.0 PS30+
Page 297

301.02.02.05 - Setting Up ASCP Planners Workbench

Mission

You are the Logistics Chain Planner tasked with setting the Planner's Workbench Preferences called TRNG_1
with the description of Preference Set for Training.

Execution

The workbench is currently displayed.

Set the options and Preferences.

Training Guide
Version 5.0 PS30+
Page 298

Step
1. Click the plus sign (+) button beside the Plans tree item to expand.

Training Guide

Version 5.0 PS30+
Page 299

Step
2. Click the PSS_FUE_1 (PSS:Final User Eval_III MEF_1) tree item.

Training Guide
Version 5.0 PS30+
Page 300

Step

Training Guide

Version 5.0 PS30+
Page 301

Step
4. Click the Preferences menu.

Training Guide
Version 5.0 PS30+
Page 302

Step
5. Click in the Preference Set field.

Training Guide

Version 5.0 PS30+
Page 303

Step
6. Press Backspace to clear the field.

Training Guide
Version 5.0 PS30+
Page 304

Step
7. Enter the desired information into the Preference Set field. Enter a valid
value e.g. "TRNG_1".

Training Guide

Version 5.0 PS30+
Page 305

Step
8. Press Tab.

Training Guide
Version 5.0 PS30+
Page 306

Step
9. Press Delete to clear the field.

Training Guide

Version 5.0 PS30+
Page 307

Step
10. Enter the desired information into the Preference Set Description field. Enter a valid
value e.g. "Preference Set for Training".

Training Guide
Version 5.0 PS30+
Page 308

Step
11. Click in the Days field.

Training Guide

Version 5.0 PS30+
Page 309

Step
12. Enter the desired information into the Days field. Enter a valid value e.g. "30".

Training Guide
Version 5.0 PS30+
Page 310

Step
13. Press Tab.

Training Guide

Version 5.0 PS30+
Page 311

Step
14. Enter the desired information into the Weeks field. Enter a valid value e.g. "4".

Training Guide
Version 5.0 PS30+
Page 312

Step
15. Press Tab.

Training Guide

Version 5.0 PS30+
Page 313

Step
16. Enter the desired information into the Periods field. Enter a valid value e.g. "4".

Training Guide
Version 5.0 PS30+
Page 314

Step
17. Click in the Display Factor field.

Training Guide

Version 5.0 PS30+
Page 315

Step
18. Enter the desired information into the Display Factor field. Enter a valid value e.g. "1".

Training Guide
Version 5.0 PS30+
Page 316

Step
19. Press Tab.

Training Guide

Version 5.0 PS30+
Page 317

Step
20. Enter the desired information into the Decimal Places field. Enter a valid value e.g. "1".

Training Guide
Version 5.0 PS30+
Page 318

Step
21. Press Tab.

Training Guide

Version 5.0 PS30+
Page 319

Step
22. Click the Show Graph drop down button.

Training Guide
Version 5.0 PS30+
Page 320

Step
23. Click the No list item.

Training Guide

Version 5.0 PS30+
Page 321

Step
24. Click the Display Product Family Details checkbox option to deselect the option.

Training Guide
Version 5.0 PS30+
Page 322

Step
25. Click the Work Orders checkbox option to select.

Training Guide

Version 5.0 PS30+
Page 323

Step
26. Click the Purchase Orders checkbox option to select.

Training Guide
Version 5.0 PS30+
Page 324

Step
27. Click the Requisitions checkbox option to select.

Training Guide

Version 5.0 PS30+
Page 325

Step
28. Click the In transit checkbox option to select.

Training Guide
Version 5.0 PS30+
Page 326

Step
29. Click the In receiving checkbox option to select.

Training Guide

Version 5.0 PS30+
Page 327

Step
30. Click the Planned Orders checkbox option to select.

Training Guide
Version 5.0 PS30+
Page 328

Step
31. Click the Beginning On Hand checkbox option to select.

Training Guide

Version 5.0 PS30+
Page 329

Step
32. Click the Supplies dropdown button.

Training Guide
Version 5.0 PS30+
Page 330

Step
33. Click the Demands list item.

Training Guide

Version 5.0 PS30+
Page 331

Step
34. Click the Sales Orders checkbox option to select.

Training Guide
Version 5.0 PS30+
Page 332

Step
35. Click the Forecast checkbox option to select.

Training Guide

Version 5.0 PS30+
Page 333

Step
36. Click the Dependent Demand checkbox option to select.

Training Guide
Version 5.0 PS30+
Page 334

Step
37. Click the Gross Requirements checkbox option to select.

Training Guide

Version 5.0 PS30+
Page 335

Step
38. Click the Safety Stock checkbox option to select.

Training Guide
Version 5.0 PS30+
Page 336

Step
39. Click the Other tab.

Training Guide

Version 5.0 PS30+
Page 337

Step
40. Click the Show Dependant Demands checkbox option to select.

Training Guide
Version 5.0 PS30+
Page 338

Step
41. Click in the Category Set field.

Training Guide

Version 5.0 PS30+
Page 339

Step
42. Click the Category Set LOV button.

Training Guide
Version 5.0 PS30+
Page 340

Step

Training Guide

Version 5.0 PS30+
Page 341

Step
44. Click on XXMC_PLANNING to select.

Training Guide
Version 5.0 PS30+
Page 342

Step

Training Guide

Version 5.0 PS30+
Page 343

Step
46. Click in the View Recommendations for (Days from Today): field.

Training Guide
Version 5.0 PS30+
Page 344

Step
47. Enter the desired information into the View Recommendations for (Days from Today): field.
Enter a valid value e.g. "30".

Training Guide

Version 5.0 PS30+
Page 345

Step
48. Click the Block Zero Res. Requirements checkbox option to select.

Training Guide
Version 5.0 PS30+
Page 346

Step

Training Guide

Version 5.0 PS30+
Page 347

Step

Training Guide
Version 5.0 PS30+
Page 348

301.02.02.06 - Creating a Public / Private Query

Mission

You are the Logistics Chain Planner tasked with creating a Public Query with the name of Cat=Y.
Consumable and a description of Category Y. Consumable Items TRAINING.

As the Logistics Chain Planner run an existing query against an existing plan and view the results.

Execution

From the Navigator using the GCSS-MC Logistics Chain Planner responsibility to navigate to Supply Chain
Plan > Workbench


2. Create a new Query.

3. Save it as 'Public' to be accessible by other Logistics Planners.

Training Guide

Version 5.0 PS30+
Page 349

Step
1. Double-click the Advanced Supply Chain Planning list item to expand.

Training Guide
Version 5.0 PS30+
Page 350

Step
2. Double-click the Supply Chain list item to expand.

Training Guide

Version 5.0 PS30+
Page 351

Step
3. Click the Workbench list item to select.

Training Guide
Version 5.0 PS30+
Page 352

Step
4. Click the Open button to open the workbench.

Training Guide

Version 5.0 PS30+
Page 353

Step
5. Click the Queries tab.

Training Guide
Version 5.0 PS30+
Page 354

Step
6. Click the Public Queries tree item.

Training Guide

Version 5.0 PS30+
Page 355

Step
7. Click the Item tree item.

Training Guide
Version 5.0 PS30+
Page 356

Step
8. Click the Create Query button.

Training Guide

Version 5.0 PS30+
Page 357

Step
9. Enter the desired information into the Query Name field. Enter a valid
value e.g. "Cat=Y.Consumable".

Training Guide
Version 5.0 PS30+
Page 358

Step
10. Press Tab.

Training Guide

Version 5.0 PS30+
Page 359

Step
11. Enter the desired information into the Desc field. Enter a valid value e.g. "Category
Y.Consumable Items TRAINING".

Training Guide
Version 5.0 PS30+
Page 360

Step
12. Click the Query Type drop down button.

Training Guide

Version 5.0 PS30+
Page 361

Step
13. Click the Item list item.

Training Guide
Version 5.0 PS30+
Page 362

Step
14. Click the Public drop down button.

Training Guide

Version 5.0 PS30+
Page 363

Step
15. Click the Yes list item.

Training Guide
Version 5.0 PS30+
Page 364

Step
16. Click in the Criteria field.

Training Guide

Version 5.0 PS30+
Page 365

Step

Training Guide
Version 5.0 PS30+
Page 366

Step
18. Click on Category to select.

Training Guide

Version 5.0 PS30+
Page 367

Step

Training Guide
Version 5.0 PS30+
Page 368

Step

Training Guide

Version 5.0 PS30+
Page 369

Step
21. Click the Equals list item.

Training Guide
Version 5.0 PS30+
Page 370

Step
22. Click in the From field.

Training Guide

Version 5.0 PS30+
Page 371

Step
23. Click the From LOV button.

Training Guide
Version 5.0 PS30+
Page 372

Step

Training Guide

Version 5.0 PS30+
Page 373

Step
25. Click on Y.CONSUMABLE to select.

Training Guide
Version 5.0 PS30+
Page 374

Step

Training Guide

Version 5.0 PS30+
Page 375

Step
27. Click the Save As button.

Training Guide
Version 5.0 PS30+
Page 376

Step
28. Click the Ok button to accept the name and description displayed.

Training Guide

Version 5.0 PS30+
Page 377

Step

Training Guide
Version 5.0 PS30+
Page 378

Step
30. Click the minus sign (-) button beside the Public Queries tree item to collapse the tree and
refresh the list.

Training Guide

Version 5.0 PS30+
Page 379

Step
31. Click the plus sign (+) button beside Public Queries tree item to expand.

Training Guide
Version 5.0 PS30+
Page 380

Step
32. Click the plus sign (+) button before the Item tree item to expand.

Training Guide

Version 5.0 PS30+
Page 381

Step
33. The new query item that was created is now displayed

Double-click the Cat_Y_Special (Category Y Special Trng Review Query) tree item to
open.

Training Guide
Version 5.0 PS30+
Page 382

Step
34. Click the Execute button.

Training Guide

Version 5.0 PS30+
Page 383

Step
35. Click the Plan Name LOV button.

Training Guide
Version 5.0 PS30+
Page 384

Step
36. Click the OK button to run the query against the PSS_FUE_1 plan.

Training Guide

Version 5.0 PS30+
Page 385

Step
37. INFORMATION

Note the results of the query are now displayed in a table.

Training Guide
Version 5.0 PS30+
Page 386

Step

Training Guide

Version 5.0 PS30+
Page 387

301.02.02.07 - Maintaining a Public / Private Query

Mission

You are the Logistics Chain Planner tasked with adding additional filter criteria of Make or Buy = Buy to an
existing Query, save the changes and then run the query.

Execution

Using the GCSS-MC Logistics Chain Planner responsibility, navigate to Supply Chain Plan > Workbench


2. Open an existing Public Query.

3. Change the Find/Filter criteria, save, execute and close.

Training Guide
Version 5.0 PS30+
Page 388

Step
1. Click the GCSS-MC Logistics Chain Planner APS link.

Training Guide

Version 5.0 PS30+
Page 389

Step
2. Click the Workbench link.

Training Guide
Version 5.0 PS30+
Page 390

Step
3. Click on ENA:MR1 to select.

Training Guide

Version 5.0 PS30+
Page 391

Step

Training Guide
Version 5.0 PS30+
Page 392

Step
5. Click the Queries tab.

Training Guide

Version 5.0 PS30+
Page 393

Step
6. Click the View By LOV button.

Training Guide
Version 5.0 PS30+
Page 394

Step
7. Click the plus sign (+) button beside the Publish Queries: Item tree item to expand.

Training Guide

Version 5.0 PS30+
Page 395

Step
8. Double-click on Cat=Y.Consumable (Category Y.Consumable Items TRAINING) tree
item to open the query.

Training Guide
Version 5.0 PS30+
Page 396

Step
9. Click in the second row, Criteria field.

Training Guide

Version 5.0 PS30+
Page 397

Step
10. Click the Criteria LOV button to add additional Criteria to the query.

Training Guide
Version 5.0 PS30+
Page 398

Step
11. Click the Vertical Scrollbar to scroll down to the Make or Buy.

Training Guide

Version 5.0 PS30+
Page 399

Step
12. Click on Make or Buy to select.

Training Guide
Version 5.0 PS30+
Page 400

Step

Training Guide

Version 5.0 PS30+
Page 401

Step

Training Guide
Version 5.0 PS30+
Page 402

Step
15. Click the Equals list item to select.

Training Guide

Version 5.0 PS30+
Page 403

Step
16. Click in the From field.

Training Guide
Version 5.0 PS30+
Page 404

Step
17. Click the From LOV button.

Training Guide

Version 5.0 PS30+
Page 405

Step
18. Click on Buy to select.

Training Guide
Version 5.0 PS30+
Page 406

Step

Training Guide

Version 5.0 PS30+
Page 407

Step

Training Guide
Version 5.0 PS30+
Page 408

Step
21. Click the Execute button to run the query created against the PSS_FUE_1 plan.

Training Guide

Version 5.0 PS30+
Page 409

Step
22. INFORMATION

Note the query results are displayed in a table.

Training Guide
Version 5.0 PS30+
Page 410

Step

Training Guide

Version 5.0 PS30+
Page 411

301.03 - Course Summary

Topic Overview

This topic covers the summary of the course.

Training Guide
Version 5.0 PS30+
Page 412

Step
1. Course Summary

Training Guide

Version 5.0 PS30+
Page 413

301.04 - Knowledge Assessment

Training Guide
Version 5.0 PS30+
Page 414

Question 1

Question

Stochastic Optimization consider factors to minimize and maximize (i.e.,
minimize plan cost while maximizing plan service level)

Response

A. True
B. False

Training Guide

Version 5.0 PS30+
Page 415

Question 2

Question

A Planner can release Planned orders from the Workbench without having
set the Workbench Preferences first

Response

A. True
B. False

Training Guide
Version 5.0 PS30+
Page 416

Question 3

Question

Exception messages can be displayed in
____________________________ table form.

Response

A. Gunny's preferred view
B. Details
C. OIC Action Sequence view
D. Summary
E. Detail or Summary view

Training Guide

Version 5.0 PS30+
Page 417

Question 4

Question

Exception sets are created and maintained in the
________________________ instance.

Response

A. Planning
B. APS
C. EBS
D. Discoverer

Training Guide
Version 5.0 PS30+
Page 418

Question 5

Question

The most commonly missed or incorrectly set value in the Planners
Workbench that would lock or freeze the search/find/filter ability
is______________.

Response

A. Show Item Description in Pegging
B. Expand All Actions
C. Retain find criteria
D. Default Plan

Training Guide

Version 5.0 PS30+
Page 419

Question 6

Question

Query may have only one Find or Filter criteria set and saved.

Response

A. True
B. False

Ascp 3

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Ascp 3

Uploaded by

Copyright:

Available Formats

United States Marine Corps

You might also like