Transcript Demand Planning Overview

31-01: Demand Planning Overview
Supply Chain Platform
Training Presentation
Updated April 2011
Course Objectives
•
After completing this course, you should be able to:
> Understand some new “demand planning” terms
> Navigate the MCV page
> Access collaborations from “My Workspace”
> Access collaborations by searching or filtering
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Using Some New Terms
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“Collaborations”
•
SCP organizes Material Master data for demand planning into objects known as
Collaborations.
A. Dimensions of a collaboration are: Buyer + Site + Item + Supplier
– Site is a combination of Delivery Plant and Storage Location
– Item tracks both Buyer Material Number and Supplier Material Number
B. Attributes are the supporting data related to a collaboration
•
Collaborations are applied to long-term planning schedules, standard planning
schedules, and inventory status cycles
A. Collaboration Dimensions
Material No.
Buyer
Site
Customer
Site
Supplier
Mat. No.
Item
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Supplier
B. Attributes
For example: Unit Price
and Delivery Address
Supplier
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“Multi-Collab View” (MCV) Page
1.
2.
Collaborations are shown on the Multi Collab View (MCV) page, which displays data
related to Standard and Long Term Planning Schedules.
This data is organized and aggregated in time-buckets.
2
1
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Overview of the MCV Page
3. Time Buckets
1. Information
common to
all items
5. Exception alert
4. PIT (Point-in-time)
2. Data Measures
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Multi Collab View (MCV) Page
•
•
Timeline extends out for 2 years (by default)
Legend (L) color coding helps differentiate the default time buckets
> Approximately 4 weeks of Daily time buckets
> 8 Weekly time buckets starting on a Monday
> 21 Monthly time buckets starting on the 1st of each month
L
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Navigating the Multi-Collab View (MCV) Page
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MCV Page – Supply Path Items
1.
2.
Highlighted below is one collaboration on the MCV page – SCP displays up to 5 per page
Scroll down to see more collaborations (2), or use left & right arrows to advance to the
next page (3)
1
2
3
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MCV Page – Attributes
1.
Attributes in left section of screen – describe the item in more detail, scroll left/right to view
2.
Use (
) to expand visibility to attributes on the screen
3.
Use (
) and then click on Attribute Detail to view more details of the collaboration’s data
1
2
3
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MCV Page – Data Measures & Time Buckets
Time Buckets – each column on the right side represents a day, week or month
Daily (green)
Weekly (blue)
Monthly (pink)
2. Data Measures – each row in the supply path item is defined by a data measure
3. Point-In-Time (PIT) – where a column and row meet in the time bucket area is a
date and quantity pair that is defined by the data measure for that row
Example: There is a demand for (5) items on April 26, 2007.
1.
1
3
2
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Prior Data Measures
When a new Planning Schedule is uploaded, the existing Current Requirements data
measures are rolled-over to become Prior Requirements and the new Planning
Schedule is published as the current data.
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Legend for PS Highlighting
Supplier Response Mismatch
Supplier Response differs from Schedule
Demand Change
(Current) Demand differs from Previous Demand
Schedule Change
(Current) Schedule differs from Previous Schedule
PDT/RT Change
Current Planned Delivery Time (PDT) is different from
previous PDT
Status
Supplier has viewed the collaboration
Status
Supplier has sent the collaboration to the Buyer
Past Due
The current date (today) is later than the Schedule Date
(“red” shows the actual schedule date)
Past Due
The current date is later than the Schedule Date (“yellow” is
all dates after the schedule date)
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Data Measures
Data Measure
Type
View/Edit Capabilities
Description
Prior Demand
Base DM
Buyer & Supplier – read only
Previous demand quantity
Demand
Base DM
Buyer Upload
Buyer & Supplier – read only
Current demand quantity
Demand Change
Exception
Buyer & Supplier – read only
Flagged for all time buckets where Demand Qty ≠ Prior Demand
Quantity
Prior Schedule
Base DM
Buyer & Supplier – read only
Previous schedule quantity
Schedule
Base DM
Buyer & Supplier – read only
Current schedule quantity
Schedule Change
Exception
Buyer & Supplier – read only
Flagged for all time buckets where Schedule Qty ≠ Prior Schedule Qty
Past Due Items
Exception
Buyer & Supplier – read only
Flagged for all time buckets where Statistical Date is earlier than Run
Date OR Commitment Date is earlier than Run Date
Supplier Response
Base DM
Buyer – read only
Supplier – read/write
Supplier’s confirmation quantity
Schedule Response
Mismatch
Exception
Buyer & Supplier – read only
Flagged for all time buckets where Response Qty ≠ Prior Response
Qty
PDT/RT Change
Exception
Buyer & Supplier – read only
Flagged for all time buckets where Planned Delivery/Response Time ≠
Prior Planned Delivery/Response
Status
Exception
Buyer & Supplier – read only
Flagged:
• Red when schedule line item is new & Supplier has not viewed it
• Green when Supplier views schedule line item
• Yellow when Supplier sends a Response
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Working with the MCV Page
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Navigating the MCV Page
1.
2.
Enter a Start Date and End Date, and/or choose the Calendar view (monthly etc.)
Click the Refresh button
Note: This only resets the displayed view of data. It has no effect on data that was sent by the Buyer.
2. Refresh Button
1. Calendar View Selectors
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Viewing PIT Details
1.
2.
To view all Point In Time (PIT) details for a data measure, click the data measure name.
To view the PIT details for a specific date, click the value in the PIT cell of the calendar.
2
1
Supplier
Reason Code
Supplier
Notes
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Collab Details Menu
1.
2.
Click the Collab Details ( ) icon to see a menu that provides access to
collaboration-related data.
Click Attribute Detail to see the pop up window.
1
2
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Accessing Items from ‘My Workspace’
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My Workspace
1.
From the Navigation tree, click My Workspace.
2.
In the Problem Summary section, click the number in the Planning Schedule Status
row. For example to access Planning Schedules that are New, click Planning
Schedule Status in the High column.
1
2
Categories:
High = New
Medium = Viewed
Low = Sent
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My Workspace
3.
4.
5.
From the resulting list, click the checkboxes that you want to view.
Click the Multi Collab button.
The collaborations are displayed on the MCV page (5 items per page)
3
4
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Searching and Filtering for Collaborations
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Accessing Supply Path Items
There are several methods you can use to access Long Term
Planning Schedules (A), Standard Planning Schedules (B), or
Inventory Status (C):
3
A
1
2
B
1
2
C
1
2
1. Filter is best used when items or names are unknown. Filter
displays a list from which you can select, instead of
manually typing search criteria.
2. Search is best used when you know the item numbers,
names or descriptions that can be manually typed into the
search fields. Search is simpler and more straightforward
than Filter.
3. My Workspace is best used when you want to access
items grouped by Category and Status
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Searching for Planning Schedules
1.
From the Navigation Tree, click [+] Demand Plan & Forecast
2.
Click [+] Planning Schedules, for example
3.
Click the Search option to access the Search page
4.
Enter your search criteria
5.
Click the Search button to search for Collaborations that match your criteria
1
2
3
4
5
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Searching for Planning Schedules
6.
Use the checkboxes to select the collaborations that you want to view
7.
Click the View button
8.
Collaborations are displayed on the MCV page
Note: If there is only one collaboration available, the system skips this step and
immediately goes to the MCV page.
6
7
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Filtering for Supply Path Items
1. From the Navigation Tree, click [+] Demand Plan & Forecast to expand the tree
2. Click [+] Planning Schedules, for example
3. Click Filter to access the Filter Parameters page
1
2
3
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Filter Parameters page
A. Select the Filter Parameter options, starting from the top and working down. Choices
made for each parameter will affect the choices available for the next parameter.
B. As you work your way down, the choices are displayed in the Filter Builder.
Parameter
List
A
Parameter
Selector
B
Filter
Display
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Filtering for Supply Path Items
1.
For each parameter, use checkboxes for the items you want to add to the Filter.
>
Note: If only one item, it’s automatically selected - skip immediately to the next parameter.
2.
Click the Add button to add the items to the Filter Builder (A).
3.
Click the yellow arrow [>] icon to the right of the next parameter down, then repeat
Steps 1 and 2 until your Filter Builder is complete.
If you are not sure
which items to select
for a filter parameter
(i.e. Customer Site) then
click the Add All button.
3
1
2
A
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Filtering for Supply Path Items
4.
When you have completed all your selections and the Filter Builder (A) is complete,
click the Next button to generate a list of all items that match your Filter criteria
A
4
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Filtering for Supply Path Items
5. From the list of collaborations that match your filter criteria, click the checkboxes for
the items that you want to view
6. Click the View button
7. Collaborations are displayed on the MCV page
•
Note: If there is only one collaboration available, the system skips this step and
immediately provides a view of that item
5
6
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3101 - 29
End – Demand Planning Overview
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