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Advanced Supply Chain Planning Planners Workbench User Guide

Advanced Supply Chain Planning User Guide

Planners Workbench Preferences

Chapter 5: Set Up Planners Workbench Preferences


Overview This chapter describes the Planners Workbench, its functionality and the steps used to customize it. Specifically, users are walked through the steps required to: Set up desired plan preferences for a defined plan. Specify preference parameters. View the setup results in a horizontal plan.

Process Overview Log in to Oracle Select Responsibility and open Workbench Select the Organization for which you are setting up preferences

Open Preferences screen Check appropriate Supply tab and Demand tab checkboxes. Set Category Set to Inventory. Check the Retain Find Criteria checkbox. Set plan Supply/Demand LOV and click the Find button.

Open Horizontal Plan for each item.

Exit all screens

Planners Workbench Preferences

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Planners Workbench Preferences

Advanced Supply Chain Planning User Guide

About Setting Up your Planners Workbench Preferences


The Planners Workbench is a powerful graphical tool used in the supply chain planning process. Users have the capability to customize the workbench for their own use by setting up their planning display preferences for each item. This onetime setup is usually performed after users get used to navigating the Workbench and the data with which they work. Preferences are a way to filter the supply and demand information that is generated during the planning process. By setting up preferences, the planner sees only the information that pertains to his/her responsibilities. Planners Workbench preferences are set up on the Preferences screen which contains the following tabs displaying different types of information for each item: Materials Plan displays the sources of material supply and demand that will appear on the workbench. Capacity displays horizontal capacity planning data. Displays data pertaining to the loading of supply chain manufacturing and distribution facilities. Supplier displays supplier planning information. Displays information related to the supply of purchased materials and the capacity of external suppliers. Transportation displays information about transportation planning and usage of transportation capacity. Allocated Available to Promise (ATP) defines the quantity of an item that is available to reserve for customers at any point in time. A portion of supply can be allocated to certain customers so that it is not available to any other customers. This preferences tab defines how ATP information will be displayed.

Company Customization Our company is planning the following utilization of the Preference screen tabs: The Materials Plan tab is the main tab used to set up Distribution Planning preferences. The Capacity tab will not be used. (This tab is used only for Manufacturing Planning, not Distribution.) The Supplier tab will not be used. The Transportation tab will not be used. The Allocated ATP tab will only be used if Panduit decides to allocate certain supply to customers without a customer order. Panduit currently has no plans to utilize this tab.

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Planners Workbench Preferences

Advanced Supply Chain Planning User Guide

Planners Workbench Preferences

Set up Planners Workbench Preferences


Step Action Result

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Launch URL to Oracle instance Enter User Name, Password and click the Login button. Click on the following responsibility: USA (APS) Advanced Supply Chain Superuser In the right column, move to the Supply Chain Plan section, and then click on the Workbench link. Double-click on the K01:DK item in the Organizations screen. Verify that View By: Organizations is the default, and then drill down to Global in the Plans tree. Highlight the Global plan, and then select Tools Preferences from the menu bar. Click the drop-down arrow next to the Show Graph field, select No from the options, and then click the Save button. Navigate to the Supplies tab located on the lower portion of the Material Plan tab, and make sure that only the following boxes are checked: Requisitions In Transit Planned Orders Beginning On Hand Projected Available Balance Projected On Hand

The Oracle login screen appears The Navigator screen appears with a listing of responsibilities in the left column. The right column populates with links to tasks available to this responsibility. The Organizations screen appears listing the organizations to which you have access. The Organizations screen disappears and the Navigator screen remains. The Supply Chain Plans tree opens. The Preferences screen appears opened to the Material Plan tab. The graph will not be displayed on the Horizontal Plan. The boxes that are checked will be displayed on the Horizontal Plan.

Planners Workbench Preferences

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Planners Workbench Preferences


Step Action

Advanced Supply Chain Planning User Guide


Result

Note: When the Preferences screen opens, all of the boxes in the Supplies tab are checked by default. 10 11 Click the Demands tab. Verify that only the following boxes are checked: Sales Orders Forecast Dependent Demand Safety Stock Note: Uncheck any checked boxes not in the list. 12 13 Click the Other tab located on the upper portion of the Preferences screen. Verify that the following fields are populated and checked: Category Set=Inventory Retain find criteria checkbox=Checked Note: Uncheck any boxes not specified to be checked in this step. 14 Click the Save button to save your work. A Preferences set saved successfully message appears at the bottom of the screen. Preferences screen closes and you are returned to the Navigator screen. The Find Supply/Demand screen appears. The Other tab opens. The Demands tab opens. The checked boxes will be displayed on the Horizontal Plan.

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Click the X button in the upper right corner to close the Preferences screen. Select the Global plan by clicking it, and then right-click on the plan and select Supply/Demand Supply/Demand from the drop-down menu.

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Planners Workbench Preferences

Advanced Supply Chain Planning User Guide


Step Action

Planners Workbench Preferences


Result

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Select the following values from the LOV or drop-down menus in the specified fields: Criteria field=Order Type Condition field=Equals From field= Planned Order Click the Find button.

The specified fields populate with your selected values.

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The Supply\Demand form appears displaying all available planned orders. The Horizontal Plan opens. You should see all of the options that you checked on the Supplies and Demands tabs of the Material Plan screen. Each form or screen will disappear as you click the X button in the upper right corner of the screens.

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Click on the first Part Number in the Supply/Demand form. Review the Horizontal Plan for the Preference Settings you chose.

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Close the Horizontal Plan, the Supply/Demand form and the Navigator screen to exit the Workbench.

Planners Workbench Preferences

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Planners Workbench Preferences

Advanced Supply Chain Planning User Guide

Set up Planners Workbench Preferences


Task 1: Log in to Oracle and access the Workbench Use the following steps to log in to Oracle and select the appropriate responsibility: Step 1 Launch the URL to the Oracle instance. A prompt for your User Name and Password appears.

E-Business Suite Login Screen

Step 2

Enter your User Name and Password, and then press the Login button.

The E-Business Suite Navigator screen appears with a list of your responsibilities in the left column.

E-Business Suite Navigator

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Planners Workbench Preferences

Advanced Supply Chain Planning User Guide

Planners Workbench Preferences

Step 3

Click on the following responsibility: USA (APS) Advanced Supplier Chain User

The right column populates with links to tasks accessible to this responsibility.

Navigator Screen Responsibilities

Planners Workbench Preferences

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Planners Workbench Preferences Step 4

Advanced Supply Chain Planning User Guide The Organizations screen appears listing the organizations to which you have access.

In the right column, move to the Supply Chain Plan section, and then click on the Workbench link.

Organizations screen

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Planners Workbench Preferences

Advanced Supply Chain Planning User Guide

Planners Workbench Preferences

Task 2: Select the organization and plan for which to set preferences Step 1 Double-click on the K01: DK item in the Organizations screen. The Organizations screen disappears and the Navigator screen remains.

Navigator Plans Tab

Planners Workbench Preferences

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Planners Workbench Preferences Step 2

Advanced Supply Chain Planning User Guide The Supply Chain Plans tree opens.

Verify that View By: Organizations is the default, and then drill down to the Global plan in the Plans tree.

Supply Chain Plan Tree

Instructor Note: The View By field allows you to specify your view by preferences by selecting them from the drop-down menu. You can view your plan from the following options in this field: Actions Items Organizations Resources Suppliers

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Planners Workbench Preferences

Advanced Supply Chain Planning User Guide

Planners Workbench Preferences

Task 3: Set plan preferences Step 1 Highlight the Global plan, and then select Tools Preferences from the menu bar. The Preferences screen appears opened to the Material Plan tab.

Preferences Screen

Note: The Preferences screen are where you will set your various data viewing preferences.

Planners Workbench Preferences

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Planners Workbench Preferences

Advanced Supply Chain Planning User Guide

Step 2

Click the drop-down arrow next to the Show Graph field, select No from the options, and then click the Save button.

The graph will not be displayed on the Horizontal Plan. The boxes that are checked will be displayed on the Horizontal Plan.

Step 3

Navigate to the Supplies tab located on the lower portion of the Material Plan tab, and make sure that only the following boxes are checked: Requisitions In Transit Planned Orders Beginning On Hand Projected Available Balance Projected On Hand Note: When the Preferences screen opens, all of the boxes in the Supplies tab are checked by default.

Preferences Screen Supply Tab

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Planners Workbench Preferences

Advanced Supply Chain Planning User Guide

Planners Workbench Preferences

Step 4

Click the Demands tab.

The Demands tab opens.

Preferences Screen Demands Tab

Step 5

Verify that only the following boxes are checked: Sales Orders Forecast Dependent Demand Safety Stock Note: Uncheck any checked boxes not in the list.

The checked boxes will be displayed on the Horizontal Plan.

Planners Workbench Preferences

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Planners Workbench Preferences Step 6

Advanced Supply Chain Planning User Guide The Other tab opens.

Click the Other tab located on the upper portion of the Preferences screen.

Preferences Screen Other Tab

Step 7

Verify that the following fields are populated: Category Set=Inventory Retain find criteria checkbox=Checked Note: Uncheck any boxes not specified to be checked in this step.

Instructor Note: The Category Set is set to Inventory to allow you to properly view data in the Workbench. The Retain find criteria checkbox is checked to enable data entered on the find to be remembered by the system.

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Planners Workbench Preferences

Advanced Supply Chain Planning User Guide

Planners Workbench Preferences

Task 4: Save your settings and verify Step 1 Click the Save button to save your work. A Preferences set saved successfully message appears at the bottom of the screen.

Preferences Screen Demand Tab

Instructor Note: Explain that the Other tab has other important settings. For example, you can set up a query in the workbench and have the workbench open to that query information every time.

Planners Workbench Preferences

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Planners Workbench Preferences

Advanced Supply Chain Planning User Guide

Step 2

Click the X button in the upper right corner to close the Preferences screen.

Preferences screen closes and you are returned to the Navigator screen.

Navigator Screen Plans Tab

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Planners Workbench Preferences

Advanced Supply Chain Planning User Guide

Planners Workbench Preferences

Step 3

Highlight the Global plan clicking on it, and then right-click on the plan and select Supply/Demand Supply/Demand from the drop-down menu.

The Find Supply/Demand screen appears.

Find Supply/Demand Screen

Step 4

Select the following values from the LOV or dropdown menus in the specified fields: Criteria field=Order Type Condition field=Equals From field= Planned Order

The specified fields populate with your selected values.

Planners Workbench Preferences

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Planners Workbench Preferences Step 5 Click the Find button.

Advanced Supply Chain Planning User Guide The Supply\Demand form appears displaying all available planned orders.

Supply/Demand Form

Step 6

Click on the first Part Number in the Supply/Demand form.

The Horizontal Plan opens.

Horizontal Plan

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Planners Workbench Preferences

Advanced Supply Chain Planning User Guide

Planners Workbench Preferences

Step 7

Review the Horizontal Plan for the Preference Settings you chose.

You should see all of the options that were checked on the Supplies and Demands tabs of the Material Plan screen.

Instructor Note: Walk through, point out and explain each of the options selected on the Supplies and Demands tabs.

Planners Workbench Preferences

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Planners Workbench Preferences Task 5: Exit all forms Step 1

Advanced Supply Chain Planning User Guide

Close the Horizontal Plan, the Supply/Demand form and the Navigator screen to exit the Workbench.

Each form or screen will disappear as you click the X button in the upper right corner of the screens.

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Planners Workbench Preferences