A Primer on Scheduling with Order Management

Bob Brown Practice Director – CRM & Order Management DARC Corporation

Bob Brown Radisson Brentwood 9:15 am – 10:15 am Wednesday

• • • • • • • • Overview of Features and Terminology ATP Calculation Samples Scheduling Process Deployment Options Setup for ATP Based on Collected Data ATP Based on Planning Data 11.5.9 Enhancements 11.5.10 Enhancements

Scheduling Goals
• • • • Determine when items will be available to promise to a customer Schedule the shipment or arrival of order lines based on availability Reserve on-hand inventory to sales order lines. Schedule based on
• Individual order lines • Groups of order lines
• Ship sets • Arrival sets • Configurations

Key Features
• • • • • • • • Schedule at multiple points Specify by customer if request date is ship or arrival Automatically set scheduled ship / arrival date based on calculated ATP date Use shipping networks to determine delivery transit time Scheduling control by transaction type View availability from multiple warehouses at one time Group lines by arrival sets Schedule across orders

• • • • • • • • Request Date / Request Date Type Latest Schedule Limit Scheduled Ship / Arrival Date Ship Set / Arrival Set Promise Date Reservation Reservation Time Fence Sourcing

Calculating ATP
• Required Inputs
• Ordered item • UOM / quantity • Request date

ATP results display
• • • • • • • • Warehouse Request Date Qty On-hand Qty Qty Reservable Request Date Available Date Error Message Substitute Item

Warehouse can be specified or derived

ATP Calculation Result

ATP Calculation Result

ATP Calculation Result

ATP Calculation Result

Scheduling Process
• Action performed on a line or group of lines:
• Determines the warehouse for the order line • Determines the schedule ship / arrival date, delivery lead time and the shipping method. • Makes the line visible to the planning applications and consumes supply for the item. • Reserves the line if schedule ship date is within the reservation time fence

• •

Schedule by Ship or Arrival Date Automatically return Schedule Ship Date if Latest Acceptable Date is satisfied

Scheduling Options
• Autoschedule
• Schedule when line is saved • Controlled by OM: Autoschedule, or Transaction Type

• • • •

Manual by Order Line or Order Header Workflow Scheduling Concurrent Program Scheduling Across Orders – Scheduling Organizer
• View Scheduling attributes across multiple order lines • Perform scheduling actions on lines across orders • Access control by profile option OM: Scheduling Role

Scheduling Organizer

Scheduling Organizer

Ways to View ATP Results
• • • • Standard or Quick Order Entry forms Scheduling Organizer ATP Inquiry (Schedule ATP Inquiry) Pricing and Availability

ATP Inquiry

ATP Inquiry

Pricing & Availability

Pricing & Availability

Deployment Options
• Deployment without Advanced Supply Chain Planning (ASCP)
• Use supply and demand data from transactional systems • ATP Based on Collected Data

• Deployment with ASCP
• Availability calculated from ASCP plan output • ATP Based on Planning Output

ATP Based on Collected Data
• Backwards compatibility with 10.7 and 11 • Introduces concept of Data Collection • ATP options:
• • • • • Basic ATP Single-level Supply Chain ATP Product Family ATP Configuration ATP Demand Class ATP

ATP Based on Planning Output
• • • More realistic supply picture Enhanced flexibility and control capabilities ATP options:
• • • • • • • Basic ATP Multi-level Supply Chain ATP Product Family ATP Configuration ATP Demand Class ATP Allocated ATP End Item Substitution

Configuration Options
• • • Single node or two-node Single node applicable for non-ASCP configurations Two-node configurations recommended for ASCP configurations
• “Source” node is where the ERP applications, including Order Management, reside • “Destination” is where ASCP resides • Database links between Source and Destination

“Instances” are defined for each Source of collected data
• For ASCP deployments, Instances are defined on the Destination node

Setup: ATP Based on Collected Data
• Define instance • Enable Check ATP attribute on relevant items • Define ATP rules
• • • • • Item-specific or Inventory Org default Past due Supply and Demand days Infinite Supply Time Fence ATP by Demand Class Demand and Supply Sources

ATP Rules

Setup: ATP Based on Collected Data
• Profile options
OM: Schedule Lines on Hold OM: Autoschedule OM: Reservation Time Fence OM: Auto Push Group Date OM: Authorized to Override ATP • OM: Scheduling Role • INV: Capable to Promise • MSC: Enable ATP Summary Mode • • • • •

Define Transit Times
• Warehouse to Internal Location • Warehouse to Region • Warehouse to Zone

Setup: ATP Based on Collected Data
• Scheduling Level on Transaction Types
• • • • • ATP Only No Reservations Allow all Scheduling Actions Inactive Demand with Reservations Inactive Demand without Reservations

Setup: ATP Based on Collected Data
• Single-level Supply Chain ATP
• Sourcing Rules to define priority of warehouse search • Associate Sourcing Rules to Items / Customer in Assignment Set • Set MRP: ATP Assignment Set profile option

Setup: ATP Based on Collected Data
• Configuration ATP
• For availability and lead time check on ATO Model and components:
• ATO Model / Option Class
• Check ATP = None • Component ATP = Material

• Mandatory Components / Optional Items
• Check ATP = Material or None • Component ATP = None

• For ATO Model lead time check
• Check ATP, Component ATP = None • MSC: ATP Enforces Lead Times for ATP Models

ATP Based on Planning Data
• Multi-level Supply Chain ATP
• Checks for availability at multiple bills of material levels and at multiple supply chain locations • Drills down into resource and supplier capacities as necessary. • Considers lead / transit times across entire supply chain

• Allocated ATP
• Allocate supply by sales channels or customers • Allocation can be equal to the forecast of the sales channel or customer, or a portion of supply when supply is constraint.

11.5.9 Scheduling Enhancements
• Override ATP
• Access controlled by profile option • Explicit Override ATP flag on order line

Scheduling Across Orders
• Scheduling Organizer • Perform scheduling actions on multiple order lines

Inactive Demand Scheduling Levels
• Lines neither scheduled, nor made visible as demand • Schedule Ship Date = Request Date • Used in repair scenario, to ship repaired item

11.5.10 Scheduling Enhancements
• • Global Order Promising for ATO Configurations
• Source warehouse can be derived

Line Level Ship / Arrival Sets
• OM: Assign new set for each line • Default all lines to one Ship / Arrival set

Publish Plan Results to Order Management
• Only for ASCP installs • Changes to supply / demand picture can alter schedule ship dates • ASCP can update Schedule Ship / Arrival Date, Warehouse, Delivery Lead Time, Ship Method

11.5.10 Scheduling Enhancements
• Reservation Enhancements
• New reservation modes supported by Reserve Orders concurrent program:
• Partial – include / exclude lines with existing partial reservations • Percentage – reserve a specified percent of the requested quantity for each line selected • Fair Share – weighted allocation of available quantity across selected lines

• Run simulations using Reservation Sets created in Scheduling Organizer

11.5.10 Scheduling Enhancements
• Scheduling Flexibility Controls – new options to direct various scheduling activities
• Request Date change to force reschedule • Ship Method change to force reschedule • Promise Date use: static, dependent on Request / Ship Date, manually • Latest Acceptable Date warnings: ignore without a warning, ignore with warning, honor

Thank You!
Bob Brown Practice Director – CRM & Order Management DARC Corporation bbrown@darc.com (847) 519-3160