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, it’s 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 Select Responsibility and Select the Organization for

Oracle open Workbench which you are setting up
preferences

Open Preferences screen Open Horizontal Plan for each

 Check appropriate Supply tab and item.
Demand tab checkboxes.
 Set Category Set to Inventory.
 Check the Retain Find Criteria
checkbox.
 Set plan Supply/Demand LOV
and click the Find button. Exit all screens

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 Advanced Supply Chain Planning
Planners Workbench Preferences 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 one-
time 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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Advanced Supply Chain Planning
User Guide Planners Workbench Preferences

Set up Planners Workbench Preferences

Step Action Result
1 Launch URL to Oracle instance The Oracle login screen
appears
2 Enter User Name, Password and click the The Navigator screen appears
Login button. with a listing of responsibilities
in the left column.
3 Click on the following responsibility: The right column populates
USA – (APS) Advanced Supply Chain with links to tasks available to
Superuser this responsibility.

4 In the right column, move to the Supply The Organizations screen

Chain Plan section, and then click on appears listing the
the Workbench link. organizations to which you
have access.

5 Double-click on the K01:DK item in the The Organizations screen

Organizations screen. disappears and the Navigator
screen remains.

6 Verify that View By: Organizations is The Supply Chain Plans tree
the default, and then drill down to opens.
Global in the Plans tree.

7 Highlight the Global plan, and then The Preferences screen

select Tools  Preferences from the appears opened to the
menu bar. Material Plan tab.

8 Click the drop-down arrow next to the The graph will not be displayed
Show Graph field, select No from the on the Horizontal Plan.
options, and then click the Save button.

9 Navigate to the Supplies tab located on The boxes that are checked will
the lower portion of the Material Plan be displayed on the
tab, and make sure that only the Horizontal Plan.
following boxes are checked:
 Requisitions
 In Transit
 Planned Orders
 Beginning On Hand
 Projected Available Balance
 Projected On Hand

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Step Action Result

Note: When the Preferences screen

opens, all of the boxes in the Supplies
tab are checked by default.

10 Click the Demands tab. The Demands tab opens.

11 Verify that only the following boxes are The checked boxes will be
checked: displayed on the Horizontal
 Sales Orders Plan.
 Forecast
 Dependent Demand
 Safety Stock

Note: Uncheck any checked boxes not in

the list.

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

13 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.

15 Click the X button in the upper right Preferences screen closes

corner to close the Preferences screen. and you are returned to the
Navigator screen.

16 Select the Global plan by clicking it, and The Find Supply/Demand
then right-click on the plan and select screen appears.
Supply/Demand  Supply/Demand
from the drop-down menu.

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User Guide
Step Action
17 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
18 Click the Find button.
19 Click on the first Part Number in the
Supply/Demand form.
20 Review the Horizontal Plan for the
Preference Settings you chose.
21 Close the Horizontal Plan, the
Supply/Demand form and the
Navigator screen to exit the
Workbench.
Planners Workbench Preferences
Planners Workbench Preferences
Result
The specified fields populate
with your selected values.
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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Planners Workbench Preferences 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 The E-Business
press the Login button. Suite Navigator
screen appears
with a list of your
responsibilities in
the left column.

E-Business Suite Navigator

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User Guide Planners Workbench Preferences

Step 3 Click on the following responsibility: The right column

USA – (APS) Advanced Supplier Chain User populates with
links to tasks
accessible to this
responsibility.

Navigator Screen – Responsibilities

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Step 4 In the right column, move to the Supply Chain The

Plan section, and then click on the Workbench Organizations
link. screen appears
listing the
organizations to
which you have
access.

Organizations screen

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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 The

Organizations screen. Organizations
screen
disappears and
the Navigator
screen remains.

Navigator – Plans Tab

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Step 2 Verify that View By: Organizations is the default, The Supply
and then drill down to the Global plan in the Plans Chain Plans tree
tree. opens.

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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User Guide Planners Workbench Preferences

Task 3: Set plan preferences

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

Preferences Screen

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

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Step 2 Click the drop-down arrow next to the Show Graph The graph will not
field, select No from the options, and then click the be displayed on
Save button. the Horizontal
Plan.

Step 3 Navigate to the Supplies tab located on the lower The boxes that
portion of the Material Plan tab, and make sure are checked will
that only the following boxes are checked: be displayed on
 Requisitions the Horizontal
 In Transit Plan.
 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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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: The checked
 Sales Orders boxes will be
 Forecast displayed on the
 Dependent Demand Horizontal Plan.
 Safety Stock

Note: Uncheck any checked boxes not in the list.

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Step 6 Click the Other tab located on the upper portion of The Other tab
the Preferences screen. opens.

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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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.

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Step 2 Click the X button in the upper right corner to close Preferences
the Preferences screen. screen closes
and you are
returned to the
Navigator
screen.

Navigator Screen – Plans Tab

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Step 3 Highlight the Global plan clicking on it, and then The Find
right-click on the plan and select Supply/Demand Supply/Demand
 Supply/Demand from the drop-down menu. screen appears.

Find Supply/Demand Screen

Step 4 Select the following values from the LOV or drop- The specified
down menus in the specified fields: fields populate
 Criteria field=Order Type with your selected
 Condition field=Equals values.
 From field= Planned Order

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Step 5 Click the Find button. The

Supply\Demand
form appears
displaying all
available planned
orders.

Supply/Demand Form

Step 6 Click on the first Part Number in the The Horizontal

Supply/Demand form. Plan opens.

Horizontal Plan

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User Guide Planners Workbench Preferences

Step 7 Review the Horizontal Plan for the Preference You should see
Settings you chose. 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.

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Task 5: Exit all forms

Step 1 Close the Horizontal Plan, the Supply/Demand Each form or

form and the Navigator screen to exit the screen will
Workbench. disappear as you
click the X button
in the upper right
corner of the
screens.

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