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Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner [EDUM0765] 31-Jan-2005
............................................................................................................................................................................1
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner...........................................1
Customize Worklist Portlet.............................................................................................................................2
Customize Supply/Demand Folder.................................................................................................................3
Seed New Demand Planning Cycle Notification...........................................................................................5
Seed the New Customer Forecast Notification...............................................................................................6
Seed the Updated Supplier Capacity Notification..........................................................................................7
Review Notifications......................................................................................................................................8
View Exceptions.............................................................................................................................................9
Analyze Resource Constraints........................................................................................................................12
Resolve Supplier Capacity Problems.............................................................................................................15
Simulate New Demand...................................................................................................................................16
Collaboration with Suppliers and Customers.................................................................................................18
Review Supply Chain Bill..............................................................................................................................19
Release Orders and Pegging...........................................................................................................................21
Plan Selects Alternates....................................................................................................................................25
Discuss Plan Options......................................................................................................................................27
Flowchart........................................................................................................................................................29
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
Page i
Owner
App
Release
Version
Change Reference
31-Jan-2005
David.Dosland
11.5.10
v1.0
03-Feb-2005
Vishal.Deshmukh
11.5.10
V1.0
Objective
The overall objective is to provide an overview of Advanced Supply Chain planning and
illustrate the typical interaction a planner would have with ASCP. This script is designed to coexist with all other APS scripts provided on ADS Demodocs. You can add points to this for
additional features you wish to highlight by reviewing the detailed how to scripts.
What's New?
This document is part of a series of documents which will help show Advanced Planning and
Scheduling products in an integrated and workflow oriented manner.
Pitfalls
None
Assumptions
None
Related Documents
http://globalxchange.oraclecorp.com/demodocs >Reference Materials Folder > Fundamentals
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
Page 1
Login to portal
Field
2.
Value
User Name
MFG
Password
welcome
(H) Customize. This is located in the upper right hand corner of the Worklist Portlet
region of the form.
The customize portlet form will be displayed.
Value
Preferences SSWA
Worklist Portlet
Worklist Portlet
(B) Next
The Update Worklist Portlet form is displayed.
Complete the Sort Settings section of the Update Worklist Portlet form as follows:
Field
Value
Sent
descending
From
ascending
Due
ascending
(B) Apply
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
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Value
Responsibility
4.
(N) Advanced Planning > Advanced Supply Chain Planning > Supply Chain Plan >
Workbench
The organizations dialog box is displayed.
Value
Organization
(B) OK
The Planners Workbench is displayed.
(T) Plans
Click on Decision.
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
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Value
Show Field
(B) OK
Order Priority
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
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Value
Responsibility
6.
Demand Planning
(B) OK
Select the Discrete Plan from the Please select a demand plan form.
Field
Value
Demand Plan
Discrete
The Demand Plan Administrator form is displayed. This may take a few moments the
first time. The performance does get better once the form is cached.
(B) Apply
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
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Logout of applications.
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
Page 6
Value
User Name
DKLINE
Password
Welcome
Responsibility
Value
Responsibility
Demand Planning
Message Text
Jon,
We posted a new forecast and updated the
quantity on hand.
Denny
(H) Logout
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
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Value
User Name
sprouty@prouty.com
Password
Welcome
Responsibility
Value
Responsibility
Message Text
Jon,
We posted new supply commits.
Sandy
(H) Logout
Begin Demo
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
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Review Notifications
Notifications
9.
Login to portal
Field
Value
User Name
MFG
Password
welcome
Today we are going to look at the typical day in the life of a supply planner when using
Oracle Advanced Supply Chain Planning. This is the portal that any user would start off in.
We are logging is as Jonathon Smith who is a planner at Vision Corporation.
10. Show Notifications
We see that we have some notifications waiting for us. Three of particular interest are the
one that tells us one of our suppliers has updated their supply commit to us, another that tells
us one of our customers has updated their forecast, and one that tells us that a demand
planning cycle has completed which means a new forecast is available to us. Workflow is
tying together processes for us and automating processes and notifications to focus planners
on what is important. We will see other examples of this as we go through since every
exception is workflow enabled and workflow also manages automation across the entire
planning process.
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
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View Exceptions
View Exceptions
Lets go into the Planner Workbench, which is what a planner would typically be in all day
and where all the information for planners to make decisions has been brought together.
Here I have my priority issues as I as a planner have defined them. Here I have chosen
which exceptions are most important to me. I can choose the order, and also use filters so
that I only look at, for example, things with my planner code.
11. Open Planners Workbench.
Select Responsibility
Field
Value
Responsibility
(N) Advanced Planning > Advanced Supply Chain Planning > Supply Chain Plan >
Workbench
The organizations dialog box is displayed.
Value
Organization
(B) OK
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
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Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
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Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
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Hold your mouse over the activity bar for the 10/10(TST:S1:SURF
MOUNT/CHIPMOUNT1) line.
The details will appear.
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
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(M) Properties
(B) OK
(B) Resource(s)
(B) > (Move the selected resource from the Available to Selected area).
(B) OK
You may want to re-size the area for the graphs.
The graph is showing the percent of a day being used. This resource is available 16
hours per day. That is why we are fully loaded at 66.6%.
Hold your mouse over the activity bar for the 10/10(TST:S1:SURF
MOUNT/CHIPMOUNT1) line.
The details will appear.
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
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(B) Details
The Resource Availability form is displayed.
Complete the Update Resource region of the Resource Availability form as follows:
Field
Value
Update Mode
Add Capacity
From Date
6-jun-2005
To Date
8-jul-2005
Shift Num
From Time
05:00:00
To Time
07:00:00
Capacity Units
1 unit
(B) Apply
At this point, if we wished to perform a simulation, we could run the on-line planner.
Close All detail forms except for the Exception Details form.
The Exception Details form should be displayed.
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
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Typically, we just show the ability to perform a simulation here. You may run the online planner here, but keep in mind that if you run the on-line planner, subsequent steps
in the demonstration may not work as scripted.
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
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(B) Suppliers
The Supplier Capacity form is displayed.
Value
From
27-DEC-2004 00:00:00
To
19-MAR-2006 00:00:00
Capacity
800
(I) Save
The Navigator form should be displayed.
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
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(T) Plans
Click on Decision.
(I) New
A new row is created in the Demand form.
Value
Org
TST:D2
Item
AS66311
New Date
Tomorrow
New Quantity
100
Order Priority
(I) Save
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
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Typically, we just show the ability to perform a simulation here. You may run the online planner here, but keep in mind that if you run the on-line planner, subsequent steps
in the demonstration may not work as scripted.
27. Audit and Undo
We also keep a complete audit trail. If I find that my changes have made things worse I can
go in here and undo the changes. I can also see what any other planners are doing that might
affect me, as they can see what changes I am making.
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
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(B) OK
The Publish Order Forecast form is displayed.
(B) Submit
A decision box is displayed. It asks, Submit another request?
(B) No
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
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(T) Plans
Im opening up the graphical supply chain bill to show the flow of material through the
supply chain that we are planning for.
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
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all materials and resources, and all manufacturing and distribution, in a single holistic
plan.
(M) Expand
This will expand the entire tree. You can scroll down while discussing the extended
supply chain we are about to cover.
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
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If a planner does decide they need to review and adjust the recommendations prior to release
they again have all of the information necessary to make good decisions right at their
fingertips. Some of the most common things a planner wants to know are what demands a
planned replenishment is meant to satisfy, and what other supplies are related to it. Here we
see graphically a full multi-level pegging view that allows us to see all of the
interrelationships. We can peg from any supply or demand all of the way up to the end
demand or down to the lowest level material or resource requirements.
Take Away: ASCP automates the release process and improves productivity for the planner.
29. Show Demand Pegging
Note that the Demand Pegging (pegging up) button is grayed out or depressed.
Copyright Oracle Corporation, 2003. All rights reserved.
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
Page 23
Select a row for the CM66333 in the upper region of the form.
(M) Expand
You may want to maximize this form so you can see more of the pegging. Note that we
have just pegged all the way from a purchased part used in our subassembly plant
through our assembly plant to the forecast against our distribution organization.
Right click on the row representing a planned order for the SB66328.
(M) Expand
Note that this expands all of the nodes to the bottom-level supply for this item.
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
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orders that are needed to satisfy this demand. Now I can with one click set all of these
planned orders to release and release them together.
(M) More
The More dialog box is displayed.
(B) OK
All of the supplies required for that end demand (a forecast in this case) are displayed.
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
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Optionally, change the New Date and/or New Quantity fields to different values.
(I) Find
The Find form is displayed. Describe how the Find form can be used to locate planned
orders. Discuss criteria (it may be helpful to show the list of values). Discuss the
conditions (again, it may be helpful to show the list of values).
Click on the Supply form. This will cause the Find form to be hidden and the Supply
form to be the active form.
At this point, a planner may want to select all of the supplies for this order to be
released.
(M) Plan > Select All for Release. Show this option only. If you release these orders,
you will have no planned orders available for your next demonstration.
Take Away: ASCP lets planners easily get to the details they need to make decisions faster.
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
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Click on Actions form. This makes it the active form and brings it to the front.
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
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Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
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(T) Aggregation
(T) Main
You can also selectively apply constraints. And you can plan down to detailed schedule
information at the minute level, again in context of the short term portion of an overall
holistic plan.
(T) Constraints
41. Show flexibility in planning holistic or hub and spoke models and planning for multiple
organizations.
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
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An important note to make is that while ASCP enables this leading edge holistic planning
paradigm, it is also very flexible to support however you wish to arrange your planning
process. Here we can specify the scope of this particular plan in terms of the organizations it
applies to. I can say I want to define a holistic plan that includes all facilities and even
optionally my suppliers and customers, a plan for a single plant, or any subset in between.
These can easily coexist and changing the model is accomplished by defining a different
plan here, not by a re-implementation.
(T) Organizations
(T) Main
Show Spreading options on the Main tab.
Take Away: ASCP has been designed for planners not programmers, and is very easy to
configure. It will easily allow me to move to state of the art best practices in planning
processes.
43. Show integration with Demand Planning and Inventory Optimization.
While ASCP is designed so that it can be implemented completely stand-alone, it is also
completely and seamlessly integrated not only with Oracle Applications but the rest of the
advanced planning products. We talked earlier about seamlessly publishing information to
and from suppliers and customers via Collaborative Planning. We also can have ASCP use
consensus forecasts from Demand Planning and inventory targets and postponement
strategies from Inventory Optimization as easily as defining them here as demand schedules
for our plan.
(T) Organizations
Demo Support
Please see http://adsweb.oracleads.com > (M) Support > Procedures, for current information
regarding demonstration support.
Copyright Oracle Corporation, 2003. All rights reserved.
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
Page 30
Flowchart
Start
Customize
Worklist Portlet
Login to portal (1)
Customize Worklist
Portlet (2)
Customize Supply/
Demand Folder
Select Mfg &
Distribution Mgr
responsibility. (3)
Customize Supply/
Demand Folder (4)
Seed New
Customer Forecast
Notification
View Exceptions
Review personal
queries. (12)
Show late
replenishment
exceptions. (13)
Show related exceptions
(14)
Login to portal as
Dennis Kline of
Discount SuperStore.
(7)
Seed Updated
Supplier Capacity
Notification
Analyze Resource
Constraints
Open Gantt Chart. (15)
View critical path. (16)
Perform late demand
diagnosis. (17)
View resource load.
(18)
View Horizontal
Resource Plan (19)
View Resource
Requirements. (20)
Adjust Capacity. (21)
Notifications
Login to portal (9)
Show Notifications (10)
View Exceptions
Open Planners
Workbench. (11)
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
Page 31
Resolve Supplier
Capacity Problems
Resolve Supplier
Capacity Problems.
(22)
Simulate New
Demand
Add New Demand (23)
Online Simulation (24)
Collaboration with
Suppliers &
Customers
Publish order forecast
to suppliers. (25)
Receive supply commits
(26)
Discuss Plan
Options
Review Planned
Orders. (28)
Show Demand Pegging
(29)
Show Supply Pegging.
(30)
Show Backward
Navigation. (31)
View End Pegged
Supplies. (32)
View Horizontal
Material Plan (33)
Make Manual
Adjustments to
Recommendations. (34)
Release Purchase
Requisitions from
Workbench. (35)
End
Plan Selects
Alternates
Show alternates used by
plan. (36)
Compare Decision &
Constrained plans. (37)
Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
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