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Advanced Supply Chain

Planning - Day in the Life of a
Supply Chain Planner
Demo Script (Internal)

Table of Contents
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

Copyright © Oracle Corporation, 2003. All rights reserved.

Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
Page i

Advanced Supply Chain Planning - Day in the Life of a Supply
Chain Planner
Document Control
Date

Owner

App
Release

Version

Change Reference

31-Jan-2005

David.Dosland

11.5.10

v1.0

New Document for 11.5.10.

03-Feb-2005

Vishal.Deshmukh

11.5.10

V1.0

Reviewed & script validated

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 Business Flows (Optional)
None

Related Documents
http://globalxchange.oraclecorp.com/demodocs >Reference Materials Folder > Fundamentals

Pre Demo Steps
Copyright © Oracle Corporation, 2003. All rights reserved.

Advanced Supply Chain Planning - Day in the Life of a Supply Chain Planner
Page 1

All rights reserved.  Complete the customize portlet form as follows: Field Value Customize Portlet Responsibility Preferences SSWA Worklist Portlet Worklist Portlet  (B) Next The Update Worklist Portlet form is displayed. Value User Name MFG Password welcome Customize Worklist Portlet  (T) Supply Chain Planning  (H) Customize.Day in the Life of a Supply Chain Planner Page 2 . This is located in the upper right hand corner of the Worklist Portlet region of the form.  Complete the Sort Settings section of the Update Worklist Portlet form as follows: Field Value First Sort – Column Name Sent First Sort – Sort Order descending Second Sort – Column Name From Second Sort – Sort Order ascending Third Sort – Column Name Due Third Sort – Sort Order ascending  (B) Apply Copyright © Oracle Corporation.Customize Worklist Portlet Customize Worklist Portlet 1. Login to portal Field 2. 2003. The customize portlet form will be displayed. Advanced Supply Chain Planning .

 (M) Folder > Show Field…  The Show Field form is displayed.  Right click on Decision. Manufacturing and Distribution Manager Customize the Supply/Demand Folder  (N) Advanced Planning > Advanced Supply Chain Planning > Supply Chain Plan > Workbench The organizations dialog box is displayed. Advanced Supply Chain Planning . All rights reserved. Copyright © Oracle Corporation.  (T) Plans  Expand the Plans node. Field Value Responsibility 4.  Click on Decision.  Click in New Qty field.Customize Supply/Demand Folder Customize Supply/Demand Folder 3. 2003.  Select TST:M1 – TST:Seattle Manufacturing Field Value Organization  TST:M1 – TST:Seattle Manufacturing (B) OK The Planner’s Workbench is displayed.  Right Click in New Qty field.  (M) Supply/Demand > Demand  Scroll to far right of form. Select the Manufacturing and Distribution Manager responsibility.Day in the Life of a Supply Chain Planner Page 3 .

2003.Day in the Life of a Supply Chain Planner Page 4 . Advanced Supply Chain Planning . All rights reserved. Select Order Priority Field Value Show Field  (B) OK  (M) Folder > Save Order Priority Copyright © Oracle Corporation.

5. The performance does get better once the form is cached. If custom ODP data has been loaded into this instance. Demand Planning (B) OK Launch the Distribute to Planners portion of the demand planning cycle.  (N) Demand Plan Administrator The Please select a demand plan form is displayed. If this is done too soon. 2003. Change to the Demand Planning Responsibility. Advanced Supply Chain Planning . it will move off the list. All rights reserved. Seed this forecast as close to the beginning of the demo as possible so it appears on the work list portal. Copyright © Oracle Corporation.  Select Demand Planning from the Responsibilities dialog box.  Select the radio button in front of the “Distribute to Planners” stage.  Select the Discrete Plan from the Please select a demand plan form.Day in the Life of a Supply Chain Planner Page 5 .Seed New Demand Planning Cycle Notification Seed New Demand Planning Cycle Notification If custom ODP data has been loaded into this instance.  (M) File > Switch Responsibility… The Responsibilities dialog box is displayed. Field Value Demand Plan Discrete The Demand Plan Administrator form is displayed.  (B) Apply  Close Demand Planning. you may wish to skip this step and not mention the new demand planning cycle notification in the first step of the demonstration. launching these processes will invalidate the seeded plans. Field Value Responsibility  6. This may take a few moments the first time.

2003. Copyright © Oracle Corporation. All rights reserved. Logout of applications. Advanced Supply Chain Planning .Day in the Life of a Supply Chain Planner Page 6 .

All rights reserved. Denny  (B) Submit > OK  (H) Logout Copyright © Oracle Corporation. Advanced Supply Chain Planning .Day in the Life of a Supply Chain Planner Page 7 . it will move off the list. 2003. 7. Login to portal as Dennis Kline of Discount SuperStore. We posted a new forecast and updated the quantity on hand.  Complete the Send Forecast Update To Supplier form as follows: Field Value Responsibility Demand Planning Message Text Jon.Seed the New Customer Forecast Notification Seed the New Customer Forecast Notification Seed this notification as close to the beginning of the demo as possible so it appears on the work list portal. If this is done too soon. Field Value User Name DKLINE Password Welcome Responsibility Supply Chain Collaboration Planner  (N) > Collaborative Planning: Home  (H) Notify Supplier: New Forecast Send Forecast Update To Supplier form is displayed.

If this is done too soon. Advanced Supply Chain Planning . it will move off the list. All rights reserved. Sandy  (B) Submit > OK  (H) Logout Begin Demo Copyright © Oracle Corporation. We posted new supply commits. 2003. Field Value User Name sprouty@prouty.Day in the Life of a Supply Chain Planner Page 8 . Login to portal as Sandy Prouty of Prouty Industrial Supply.Seed the Updated Supplier Capacity Notification Seed the Updated Supplier Capacity Notification Seed this notification as close to the beginning of the demo as possible so it appears on the work list portal.com Password Welcome Responsibility Supply Chain Collaboration Planner  (N) > Collaborative Planning: Home  (H) Notify Customer: New Supply Commit The Send Capacity Update To Customer form is displayed. 8.  Complete the Send Capacity Update To Customer form as follows: Field Value Responsibility Manufacturing and Distribution Manager Message Text Jon.

Review Notifications Notifications 9. Advanced Supply Chain Planning . Three of particular interest are the one that tells us one of our suppliers has updated their supply commit to us. 2003. 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.Day in the Life of a Supply Chain Planner Page 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. 10. We are logging is as Jonathon Smith who is a planner at Vision Corporation. Copyright © Oracle Corporation. All rights reserved. and one that tells us that a demand planning cycle has completed which means a new forecast is available to us. another that tells us one of our customers has updated their forecast. Show Notifications  (T) Supply Chain Planning We see that we have some notifications waiting for us. This is the portal that any user would start off in.

 Click on the Gray Bar to the left of the exception listing.  Expand the node for Personal Queries. You may wish to re-size the Exceptions column so you can read the entire column without scrolling through it. which I monitor. If I am a buyer. Open Planner’s Workbench. 2003. Note that the workbench opens with the “My Critical Exceptions” query run automatically. I can create a query for the items I purchase. All rights reserved. Review personal queries.View Exceptions View Exceptions Lets go into the Planner Workbench. I can choose the order. Copyright © Oracle Corporation. Advanced Supply Chain Planning . I can create a query for the resources. If I am a scheduler.  Select TST:M1 – TST:Seattle Manufacturing Field Value Organization  TST:M1 – TST:Seattle Manufacturing (B) OK 12. things with my planner code. 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 chosen which exceptions are most important to me. Here I have my priority issues as I as a planner have defined them. and also use filters so that I only look at. A tree structure with all of the saved queries will be displayed.  Select Responsibility Field Value Responsibility  Manufacturing and Distribution Manager (N) Advanced Planning > Advanced Supply Chain Planning > Supply Chain Plan > Workbench The organizations dialog box is displayed. I can also create other queries for what I feel is important. This is because I as a planner have set this up to run automatically. 11.Day in the Life of a Supply Chain Planner Page 10 . for example.

Advanced Supply Chain Planning . All rights reserved.  Right click on “Late replenishment for forecast”. The planner can define his critical exceptions (or any other query for that matter) to be exactly what he wants to see. Copyright © Oracle Corporation. The Exception Details form is displayed. Here we have some exceptions in our plan sorted in priority order.  Expand the Items node. 2003. A lot of thought has gone into making sure ASCP provides easy navigation for planners to what they need to make good decisions. 13. 14.  Right click on the first line in the exception details.Day in the Life of a Supply Chain Planner Page 11 . This is a good example here. We could set this zero or any other number. the planner can define these to display any way he wants – Planning for planners.  (M) Related Exceptions The Related Exceptions details form is displayed. The Maintain Query form will be displayed. The first thing I would typically want to tackle is demand that is not able to be satisfied on time.  Expand the Exceptions node.  (M) Exceptions All. Again.  Left click on “Late replenishment for forecast”.  Double Click on My Critical Exceptions. in this case we are only concerned with Sales Orders more than 5 days late. I see that I have several cases where forecast is not being satisfied on time. Expand the Supplier node. As a planner I want to organize my day such that I tackle the most important issues first. Note the query for My Critical Exceptions. which in this case will be the root causes of this late demand. Show late replenishment exceptions. From looking at these late replenishment exceptions my next logical question is why are they late. For example. not programmers. if we wished.  Close the Maintain Query form. Show related exceptions From here I can easily get to the answer to my question by looking at related exceptions.

 Close Related Exceptions form. Advanced Supply Chain Planning .Day in the Life of a Supply Chain Planner Page 12 . 2003. All rights reserved. The Exception Details form is displayed. Copyright © Oracle Corporation.

Moving the mouse pointer over the activity shows me details. Here I am looking at just the activities on the critical path for this demand. 2003. Copyright © Oracle Corporation. Advanced Supply Chain Planning . 17. 15. Lets look at another way I can look at the causes of this exception and some more details to help me diagnose the problem. By comparing the unconstrained latest possible start time with the constrained start time and actual start time I can see where I would need to move this activity to be on time.  (M) View > Constrained Earliest and Actual Times In this version of the graph.  Right click on the activity bar.  (M) Gantt Chart The Gantt Chart is displayed.  Hold your mouse over the activity bar for the 10/10(TST:S1:SURF MOUNT/CHIPMOUNT1) line. I can also display where the activities would need to occur in order to be on time along with where they have been scheduled because of my constraints. I can also open up the properties for detailed information. The details will appear. Notice that I can look at all the activities and not just the critical path if I want to. Open the Gantt Chart. Perform late demand diagnosis.Analyze Resource Constraints Analyze Resource Constraints This section is optional. 16.Day in the Life of a Supply Chain Planner Page 13 .  Red – where the job is scheduled due to constraints. All rights reserved. the color coding is as follows:  Pink – Where the job has to be scheduled to be completed on time. View critical path. If your customer is primarily interested in material issues instead of resource constraints you can skip to the supplier problem section.  Right click on the first line in the exception details. This allows me to find out exactly what I need to solve in order to resolve the problem.

That is why we are fully loaded at 66. You may want to re-size the form and some of the columns to better see the data. The Horizontal Plan form is displayed.6%. This shows me the items being produced and the detailed hours required and when they are scheduled. View Resource Requirements. 19. Copyright © Oracle Corporation. The details will appear.  (M) Horizontal Plan.  (B) OK You may want to re-size the area for the graphs. It looks like we are completely loaded up and just moving this won’t be possible. (M) Properties  (B) OK 18.Day in the Life of a Supply Chain Planner Page 14 . I also see a graphical view of load vs capacity. View Horizontal Resource Plan Another way I might want to look at my resource load is a traditional horizontal display. This resource is available 16 hours per day. Advanced Supply Chain Planning . Here I see a bucketed view of my available hours and my required hours. I see that I am completely loaded throughout the horizon. Here are the detailed resource requirements that make up the total for this bucket. All rights reserved.  (B) Resource(s)  In the Available area.  Hold your mouse over the activity bar for the 10/10(TST:S1:SURF MOUNT/CHIPMOUNT1) line. click on TST:S1:SURF MOUNT:CHIPMOUNT1  (B) > (Move the selected resource from the Available to Selected area). I can also look at my resource load to see if it looks possible to move this. View resource load. 20. The graph is showing the percent of a day being used. 2003.  Right click on the activity bar.  Double click in one of the required hours cells. I can also drill to see the details within the buckets. Scroll to the right to move through the horizon.

21.Day in the Life of a Supply Chain Planner Page 15 .  (M) Plan > Start Online Planner. we could run the on-line planner. Copyright © Oracle Corporation. to root cause. Take Away: ASCP lets me easily get from problem.The Resource Requirements form is displayed. 2003. Here we can adjust the capacity for simulation.  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 1 From Time 05:00:00 To Time 07:00:00 Capacity Units 1 unit  (B) Apply At this point.  Double click in one of the Hours available cells. Here we have added 2 hours of overtime for a month. All rights reserved. At this point I might want to simulate working some overtime to try and resolve the problem. We see we are currently running 16 hours a day with two shifts each running 8 hours. Advanced Supply Chain Planning .  Close Resource Requirements form.  (B) Details The Resource Availability form is displayed. Note it is highlighted in a different color to show what we changed. The Resource Availability Summary form is displayed. Adjust Capacity. The Exception Details form should be displayed. if we wished to perform a simulation.  Close All detail forms except for the Exception Details form. to problem resolution. Lets look at the resource availability.

Advanced Supply Chain Planning . All rights reserved.Typically. 2003. subsequent steps in the demonstration may not work as scripted. Copyright © Oracle Corporation. we just show the ability to perform a simulation here.Day in the Life of a Supply Chain Planner Page 16 . but keep in mind that if you run the on-line planner. You may run the online planner here.

Resolve Supplier Capacity Problems. 2003. Copyright © Oracle Corporation. Now I might want to simulate what would happen if I can get my supplier to agree to increase the material he is allocating to me before I actually begin that negotiation. The Exception Details form is displayed. I can make that change right here and then simulate that change. we just show the ability to perform a simulation here.  (T) Supplier Capacity  Change the last line in the Suppler Capacity tab as follows: Field 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 .  Right click on one of the exception details. All rights reserved. Typically. but keep in mind that if you run the on-line planner.Day in the Life of a Supply Chain Planner Page 17 . 22.  (M) Plan > Start Online Planner.  (B) Suppliers The Supplier Capacity form is displayed.  Click on a Material Constraint exception. The Related Exception Details form is displayed.Resolve Supplier Capacity Problems Resolve Supplier Capacity Problems Here I see that the reason this demand is late is an expected shortage of a component due to less material committed from a supplier than I need. subsequent steps in the demonstration may not work as scripted.  (M) Related Exceptions. You may run the online planner here.

we can add in a demand to see what effect it has on the plan. 2003.  Complete the new row as follows: Field Value Org TST:D2 Item AS66311 New Date Tomorrow New Quantity 100 Order Priority 1  (I) Save 24. Copyright © Oracle Corporation. Add New Demand  (T) Plans  Expand Plans node. All rights reserved.Day in the Life of a Supply Chain Planner Page 18 .  (M) Supply/Demand > Demand  (I) New A new row is created in the Demand form.  (M) Plan > Start Online Planner. 23.  Click on Decision.Simulate New Demand Simulate New Demand Another typical situation for a planner is when a hot new demand comes in. Advanced Supply Chain Planning . Online Simulation Now if we want to simulate what that would do for us we can start the on-line planner and run a net change replan to see the effects of our change.  Right Click on Decision. Very much like simulating changing resource capacity.

Typically. 27.Day in the Life of a Supply Chain Planner Page 19 . we just show the ability to perform a simulation here. as they can see what changes I am making. but keep in mind that if you run the on-line planner. Copyright © Oracle Corporation. All rights reserved. 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. subsequent steps in the demonstration may not work as scripted.  (M) Plan > Undo Summary.  (M) Tools > Close All Detail Windows Take Away: ASCP allows easy simulation and an audit trail of changes. Audit and Undo We also keep a complete audit trail. Advanced Supply Chain Planning . You may run the online planner here. 2003.

This can be my direct suppliers. Publish order forecast to suppliers. Copyright © Oracle Corporation.  (B) Submit A decision box is displayed. All rights reserved. It asks. which can be considered as material constraints in the plan. “Submit another request?”  (B) No  (M) Tools > Close All Detail Windows The Navigator form should be displayed. but lets move to the next part of a planner’s day.  (B) OK The Publish Order Forecast form is displayed. please see the collaborative planning scripts on adsweb. We can also via integration with Oracle Collaborative Planning connect our suppliers directly into our planning process. 2003. Receive supply commits Through Collaborative Planning my suppliers also send me their supply commitments. followed by the Publish Order Forecast Parameters form.Collaboration with Suppliers and Customers Collaboration with Suppliers and Customers 25. From right here in the workbench I can publish the results of the plan as an order forecast for my suppliers. We could work through other examples. I can also publish my results as commitments to my customers to meet their forecasted requirements they have shared with me. If you remember at the start of the demo we saw a notification that we had received new information from a supplier.Day in the Life of a Supply Chain Planner Page 20 . If you need to extend the demonstration to collaborative planning. Advanced Supply Chain Planning . We have gone through a sample of how a planner goes through and resolves problems in the workbench.  (M) Actions > Publish Order Forecast The Publish Order Forecast form is displayed. 26. Take Away: ASCP via integration with Collaborative Planning allows me to easily incorporate trading partners in my plan. or any tier of my supply chain.

2003.  Expand the TST:D2 node. specific items. In the example we are planning Copyright © Oracle Corporation. We are looking at a product “AS66311” that gets sold out of distribution centers like D2 which we are looking at. now lets talk about how a planner would release orders. for the facility that I am interested in.  (T) Plans  Expand the Plans node. I’m opening up the graphical supply chain bill to show the flow of material through the supply chain that we are planning for.HANDHELD node. Review the Supply Chain Bill This step is completely optional. Optionally. Expand the nodes while discussing the talking points below. where several components are combined with a sub-assembly that comes from S1 or M2. or whatever set of things I care about.  Right click on AS66311  (M) Supply Chain > Supply Chain Bill The Supply Chain Bill form is displayed. You can see as I open up this plan in the navigator that we are looking at a plan that spans multiple organizations.  Expand the Decision node. All rights reserved. where several other components come together. We have walked through some exception handling.Day in the Life of a Supply Chain Planner Page 21 . Before getting started on this.  Expand the COMPUTER.  Click on the AS66311.Review Supply Chain Bill Supply Chain Bill 27. We will see more of this as we go through the flow. You may wish to re-size this form to see all of the available information. Advanced Supply Chain Planning . Instead of showing the supply chain bill to describe the data flow you can use a PowerPoint slide with the supply chain structure. I can look at information for the whole plan. The distribution center gets replenished by manufacturing at M1. a specific category or family of products I have been assigned. lets talk a little bit about what our plan covers and what we are going to see.

Day in the Life of a Supply Chain Planner Page 22 . Copyright © Oracle Corporation. and all manufacturing and distribution. You can scroll down while discussing the extended supply chain we are about to cover.  Close the Supply Chain Bill form. 2003.  (M) Expand This will expand the entire tree.all materials and resources. in a single holistic plan. All rights reserved. Advanced Supply Chain Planning .  Right Click on the AS6311 (TST:D2) node.

 (M) Exceptions > Summary The Actions form will be displayed. Here we see graphically a full multi-level pegging view that allows us to see all of the interrelationships. Show Demand Pegging Note that the Demand Pegging (pegging up) button is grayed out or depressed. 2003. Take Away: ASCP automates the release process and improves productivity for the planner. and what other supplies are related to it.Day in the Life of a Supply Chain Planner Page 23 .Release Orders and Pegging Release Orders and Pegging Once the planner has finished working on exceptions. Advanced Supply Chain Planning . the next most important task in the typical day in the life of a planner is releasing any new orders required to meet the plan.  Click on the Decision Plan. Important is defined by me the planner in my preferences as being orders that need to be released within some number of days from today. 29. purchase orders.  Right click on the Decision Plan. Here in my to do list I also see all of the important starts. or we can review and release orders easily from the workbench. Some of the most common things a planner wants to know are what demands a planned replenishment is meant to satisfy. All rights reserved. Copyright © Oracle Corporation. 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. Planned orders could be automatically released to become work orders.  Double click on Recommendations The recommendations section will expand to show recommendations for discrete jobs and for purchase requisitions. 28.  Double click on Purchase Requisitions The Supply/Demand form will be displayed. 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. and internal orders. Lets first open up the important recommendations and take a look at the detailed planned orders. Review Planned Orders.

 (M) Expand Note that this expands all of the nodes to the bottom-level supply for this item.  Select a row representing a planned order for the SB66328.  Right click on the row representing a planned order for the SB66328. and bring up all of the planned purchase orders and manufacturing Copyright © Oracle Corporation. Select a row for the CM66333 in the upper region of the form. View End Pegged Supplies. 2003. 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.  (B) Supply Pegging This switches from Demand Pegging (pegging up) to Supply Pegging (pegging down). Again. I want to return to where I was looking at the supplies for the CM66333. Advanced Supply Chain Planning . Of the things that I do not automatically release. This means we are in Demand Pegging mode.Day in the Life of a Supply Chain Planner Page 24 .  (M) Refresh Supply/Demand The form refreshes with the SB66328 in the top portion.  Right click on the row in the pegging region of the form. Show Backward Navigation.  Right click on pegging details (lower region of the form)  (M) Expand You may want to maximize this form so you can see more of the pegging. Here I can easily start from the demand.  (B) Backward Navigation I am returned to where I was looking at the supplies for the CM66332. 31. I am not lost. 32. Note the Demand Pegging button is grayed-out or depressed. one of the things I might need to do efficiently is ensure that all of the orders related to a hot order are released. Because I got curious and decided to check out something that looked strange. Show Supply Pegging. All rights reserved. I can view pegging up to the demand and down to the supplies for this demand. I can easily get back on track. 30. At this point.

Now I can with one click set all of these planned orders to release and release them together.  Change height of rows.  Change buckets from period to week to day.  Change rows displayed.  Select End Pegged Supplies.  Click on a record for the CM66333.orders that are needed to satisfy this demand.  (M) More… The More… dialog box is displayed.  Change width of columns. 2003. Some features to highlight are:  Re-size the form. View Horizontal Material Plan The planner can also view time phased supply and demand details in a traditional horizontal display for further review of the balance between supply and demand.  Drill-downs to detail records.  (B) OK All of the supplies required for that end demand (a forecast in this case) are displayed. Copyright © Oracle Corporation. and is also a pivot table allowing the planner to look at data by day. or month.  Select the row representing the Forecast demand. The horizontal display is easily tailorable by each individual planner.  (M) Refresh Supply/Demand  Right click on the row in the upper region of the form.  (M) Horizontal Plan The horizontal plan form will be displayed.  Close horizontal plan.  Show features as needed.  Right click on the record for the CM66333. Advanced Supply Chain Planning .Day in the Life of a Supply Chain Planner Page 25 . 33. All rights reserved.  Right Click on the row representing the Forecast demand. week.

so orders they are ready to release. 35. Discuss criteria (it may be helpful to show the list of values). 2003.  Close Find Supply/Demand form.  (I) Find The Find form is displayed. Planners can make any manual edits they deem appropriate before releasing recommendations for execution. To improve planner productivity planners can also select all starts that meet certain criteria.  Scroll right to show the New Date and New Quantity. They can adjust quantities and dates to what they desire. The New Date and New Qty fields will be defaulted to the Suggested Due Date and Quantity.  Close Supply form. it may be helpful to show the list of values). Release Purchase Requisitions from Workbench. a planner may want to select all of the supplies for this order to be released. Describe how the Find form can be used to locate planned orders. Copyright © Oracle Corporation. change the New Date and/or New Quantity fields to different values. Take Away: ASCP lets planners easily get to the details they need to make decisions faster.The Supply form will be displayed. This will cause the Find form to be hidden and the Supply form to be the active form. All rights reserved. At this point. Show this option only.  Check the Firm box on a planned order.  Optionally.Day in the Life of a Supply Chain Planner Page 26 . you will have no planned orders available for your next demonstration. Make Manual Adjustments to Recommendations. Advanced Supply Chain Planning .  Click on the Supply form. and then release them all with very few keystrokes. 34. If you release these orders.  (M) Plan > Select All for Release. Discuss the conditions (again.

2003. Advanced Supply Chain Planning . 37. Based on what the planner has specified as okay for the plan to resolve.Plan Selects Alternates Plan Selects Alternates By now we have shown most of the typical tasks in a planner’s day and how ASCP makes a planner much more productive in their tasks.  Click on the Decision Plan. alternate manufacturing methods. ASCP is recommending alternatives to resolve issues where demand would not have been met on time because the primary sources were not sufficient. For example. and substitute products. alternate facilities and suppliers. This makes it the active form and brings it to the front. 36.  Ctrl-Click on the Constraind Plan.  Right click on either the Decision or Constraind plan. Show alternates used by plan. Now lets look at a little of what is happening behind the scenes to make them even more productive by doing much of the work before the planner even gets to the workbench.  Close Actions form.Day in the Life of a Supply Chain Planner Page 27 . alternate resources.  Double click Substitutes and Alternates Used You may wish to re-size the form and the Action Type column to better view the data.  Click on Actions form. Copyright © Oracle Corporation. The Navigator will be displayed. you may drill-down to view any of the details. Take Away: ASCP can make my life easier by automating many of the decisions I would need to make. ASCP will automatically recommend substitute components. Here we see that the plan has already gone through much of the decision making and problem solving a planner would have to go through when working with a traditional unconstrained or Material Requirements Planning (MRP) system. Here we can see that another plan that has all of the same supply demand information as input has more late replenishment exceptions because it was run with the option to automatically choose alternatives turned off. All rights reserved. Compare Decision and Constrained plans.  Optionally.

 Close the Actions form.Day in the Life of a Supply Chain Planner Page 28 . Advanced Supply Chain Planning . (M) Exception > Summary The Actions form will be displayed. All rights reserved. Copyright © Oracle Corporation. 2003.

You can specify for each portion of the time horizon what level of detail you want to plan at. master scheduling.  (T) Main You can also selectively apply constraints. This allows you to. Copyright © Oracle Corporation.  (T) Aggregation 40. Here we see that we can easily choose what alternatives the plan should automatically recommend. ASCP has been designed entirely to be for planners not programmers.Discuss Plan Options Discuss Plan Options 38. again in context of the short term portion of an overall holistic plan. which is very useful in managing the supply-planning portion of the sales and operations planning process. combine production planning. resource planning.  (T) Constraints 41. ASCP also enables a unique holistic planning and optimization approach. All rights reserved.  (T) Decision Rules 39. Planners can easily define in business terms what the problem they want to solve is. Lets look at how the plans are defined. and what options should apply to a given plan. And you can plan down to detailed schedule information at the minute level. all of which would need to be separate in a traditional approach.Day in the Life of a Supply Chain Planner Page 29 . Show Sales and Operations Planning Support You can also choose to only plan aggregate information. Show flexibility in planning holistic or hub and spoke models and planning for multiple organizations. For example. you can choose to plan only for critical components and bottleneck resources. Advanced Supply Chain Planning .  Click on the Decision plan. in a single holistic plan. Show Decision Rules. Show telescoping time horizon. material requirements planning. 2003.  (M) Plan > Plan Options The Plan Options form is displayed. and capacity requirements planning.

Here we can specify the scope of this particular plan in terms of the organizations it applies to. for current information regarding demonstration support. End of activity.  (T) Organizations Take Away: ASCP is part of a completely integrated planning solution. I can say I want to define a holistic plan that includes all facilities and even optionally my suppliers and customers. it is also very flexible to support however you wish to arrange your planning process. While ASCP is designed so that it can be implemented completely stand-alone. We talked earlier about seamlessly publishing information to and from suppliers and customers via Collaborative Planning. it is also completely and seamlessly integrated not only with Oracle Applications but the rest of the advanced planning products. All rights reserved.com > (M) Support > Procedures. 43. Show integration with Demand Planning and Inventory Optimization.  (T) Main Show Spreading options on the Main tab.oracleads. These can easily coexist and changing the model is accomplished by defining a different plan here. Advanced Supply Chain Planning . 2003. Forecast spreading and global forecasting ASCP also supports other leading edge practices like the ability to specify a forecast at a global or regional level and optimize the loading of demand on producing organization. or the ability to bring forecasts in at aggregate levels and consume and spread the remainder to workdays.  (T) Organizations 42. or any subset in between. It will easily allow me to move to state of the art best practices in planning processes. a plan for a single plant.Day in the Life of a Supply Chain Planner Page 30 . 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. not by a re-implementation. Take Away: ASCP has been designed for planners not programmers.An important note to make is that while ASCP enables this leading edge holistic planning paradigm. Demo Support Please see http://adsweb. and is very easy to configure. Show Global Demand Schedules in the Organizations tab. Copyright © Oracle Corporation.

Advanced Supply Chain Planning . (21) Login to portal as Sandy Prouty of Prouty Industrial Supply. (13) Show related exceptions (14) Login to portal as Dennis Kline of Discount SuperStore. (16) Perform late demand diagnosis. (18) View Horizontal Resource Plan (19) View Resource Requirements. (20) Adjust Capacity.Flowchart Start Customize Worklist Portlet Login to portal (1) Customize Worklist Portlet (2) Customize Supply/ Demand Folder Select Mfg & Distribution Mgr responsibility. (8) Notifications Login to portal (9) Show Notifications (10) A View Exceptions Open Planner’s Workbench. (6) Seed New Customer Forecast Notification View Exceptions Review personal queries. (15) View critical path. (5) Launch Distribute to Planners portion of demand planning cycle.Day in the Life of a Supply Chain Planner Page 31 . (12) Show late replenishment exceptions. All rights reserved. (7) Seed Updated Supplier Capacity Notification Analyze Resource Constraints Open Gantt Chart. (11) Copyright © Oracle Corporation. (3) Customize Supply/ Demand Folder (4) Seed New Demand Planning Cycle Notification Change to Demand Planning Responsibility. (17) View resource load. 2003.

Advanced Supply Chain Planning . All rights reserved. (41) Forecast spreading & global forecasting (42) Show integration with Demand Planning & Inventory Optimization. (30) Show Backward Navigation. (28) Show Demand Pegging (29) Show Supply Pegging. (37) Copyright © Oracle Corporation. 2003. (43) End Plan Selects Alternates Show alternates used by plan. (38) Show telescoping time horizon. (34) Release Purchase Requisitions from Workbench. (32) View Horizontal Material Plan (33) Make Manual Adjustments to Recommendations. (31) View End Pegged Supplies.A Resolve Supplier Capacity Problems Resolve Supplier Capacity Problems. (36) Compare Decision & Constrained plans.Day in the Life of a Supply Chain Planner Page 32 . Review Supply Chain Bill (27) Release Orders & Pegging Discuss Plan Options Review Planned Orders. (35) Show Decision Rules. (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) Supply Chain Bill Optionally. (39) Show Sales & Operations Planning Support (40) Show flexibility in planning holistic or hub & spoke models & planning for multiple organizations.