A Primer on Scheduling with Order Management

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A Primer on Scheduling with Order Management

• NCOAUG Training Day
• November 7, 2005

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Agenda

• 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

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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

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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

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Terminology

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

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Calculating ATP

• Required Inputs
• Ordered item
• UOM / quantity
• Request date
• Warehouse can be specified or derived

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

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ATP Calculation Result
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ATP Calculation Result
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ATP Calculation Result
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ATP Calculation Result
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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

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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

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Scheduling Organizer
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Scheduling Organizer
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Ways to View ATP Results

• Standard or Quick Order Entry forms
• Scheduling Organizer
• ATP Inquiry (Schedule ? ATP Inquiry)
• Pricing and Availability

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ATP Inquiry
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ATP Inquiry
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Pricing Availability
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Pricing Availability
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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

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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

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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

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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

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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

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ATP Rules
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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

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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

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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

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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

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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.

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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

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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

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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

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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

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Thank You!

• Bob Brown
• Practice Director Demand Chain Services
• bbrown_at_darc.com
• [phone]