2. Operational Planning to Sales – Instructor Led Training Integrated Supply Chain Demonstration Danny Smith Solution Architect, AGSS

3. OPtS Training Agenda Overview Key Messages Demo Setup Highlights Positioning Highlights

4. OPtS Training Prerequisites This class assumes you have watched the Qarbon viewlet recording of the demo. If you haven’t, go and watch it now!

5. OPtS Overview

6. OPtS Demonstration Description What demo covers Walk-through of how the company sales and operations plan, which includes the new Vision Pad, is put into action (by both purchasing and manufacturing) on an ongoing basis Covers the following modules: Advanced Supply Chain Planning Global Order Promising Order Management/Shipping Execution

7. OPtS Demonstration Description Scope of demo: Overview Starts after S&OP plan as been agreed to, and master purchasing agreements have been put in place with suppliers Ends with a sales order for use in Outbound Logistics

8. Brief review of an operational plan and how easy it is to manage and evaluate Enforcement of S&OP plan throughout supply chain Purchasing, Manufacturing via planned orders Even to the sales order level via promising capabilities OPtS Demonstration Description Scope of demo: Overview

9. Starts with review of “management by exception” features in ASCP “Run Operations Plan”, “Publish ATP Plan” for talking points only Personalization mentioned specially for new Vision Pad OPtS Demonstration Description Scope of demo: Overview

10. Setup of plan illustrates enforcement of S&OP outputs Constrained forecast (RTSOP) Sourcing rules (SNO) And discusses typical ASCP benefits/capabilities OPtS Demonstration Description Scope of demo: Overview

11. Brief Setup of ASCP for Order Promising For emphasizing enforcement of company plan OPtS Demonstration Description Scope of demo: Overview

12. Create a Sales Order To illustrate ATP enforcement Show integrated planning and execution Progress Order through Shipping Execution Primarily to get shipping details in place for OTM later in demo flow Illustrate taking strategic planning (S&OP) all the way to shipping execution OPtS Demonstration Description Scope of demo: Overview

13. OPtS Key Messages

14. Key Messages for OPtS Vignette Oracle Operational Planning is … The best mechanism for ensuring adherence to and enforcement of senior management’s S&OP plans during ongoing operations, including in purchasing, manufacturing, and even order entry Easy to use and quickly adaptable for greater planning flexibility, efficiency and effectiveness

15. OPtS Demo Setup Highlights

16. OPtS Demo Setup Overview Changes to ADS Master were made to minimize setup EBS Source: AS88311 defined (INV, BOM, ASL, BPA, etc.) Not all setup was possible to add to ADS Master Changes that impact other ADS supported demos (e.g. ATP plan) More setup will be added to ADS Master over time Script covers initial setup and demo itself Reserve enough time to prep your instance – don’t assume it’s pristine Use AGSS – we’re here to help you close deals

17. OPtS Demo Setup Setup Highlights Top Ten Lists In Manufacturing and Distribution Manager responsibility: SCP Plan Names – for quick link to ATP checkbox In Order Management Super User Shipping Transactions Form – for quick link to Shipping Execution ASCP Create personalized order query to show AS88311 item Make sure to check NPI-SOP plan as ATP plan and then Run NPI-SOP plan! – this will update the GOP tables for order promising Check ATP results first to deal with changing on-hand values in working instance – don’t expect instance to be pristine OM Default ship to “White Plains” Launch background workflow engine

18. OPtS Positioning Highlights

19. Key Messages for OPtS Vignette Oracle Operational Planning is … The best mechanism for ensuring adherence to and enforcement of senior management’s S&OP plans during ongoing operations, including in purchasing, manufacturing, and even order entry Easy to use and quickly adaptable for greater planning flexibility, efficiency and effectiveness

20. OPtS Positioning Highlights Positioning Highlights: Review Plan Output Manage by Exception Categorizes notifications so planner can focus on critical issues ASCP solves problems for you – including using alternates, reschedules, etc. Use Exceptions Summary to illustrate

21. OPtS Positioning Highlights Positioning Highlights: Review Plan Output Personalize/tailor to user needs Personal query to only show AS88311 (New Product) Eliminates “clutter” of multiple products, etc. Use Personal Queries to illustrate

22. OPtS Positioning Highlights Positioning Highlights: Review Plan Output ASCP will generate planned orders for supply chain (PO/WO) This message is subtle, and demo doesn’t spend much time on this or illlustrate it Consider pegging to illustrate in more detail if necessary Use Supply/Demand to illustrate

23. OPtS Positioning Highlights Positioning Highlights: Review Plan Output ASCP is guided by output of S&OP process Same master data Assignment Set from SNO Constrained Demand Plan from RTSOP ASCP is flexible for easy adaptation to changing business conditions Choose options, don’t need to change programming or learn math Use Plan Options to illustrate both points

24. OPtS Positioning Highlights Positioning Highlights: Review Plan Output Since ASCP is basis for GOP, plans guided by S&OP outputs can be enforced at Sales Order entry Easy because of integrated planning and execution SOP > ASCP > ERP Use Plan Options to illustrate that ASCP plan is ATP plan

25. OPtS Positioning Highlights Positioning Highlights: Enter Sales Order Availability based on realistic dates, determined by ASCP plan Enter large order first (10,000) to show date in future Illustrates constrained/realistic promise date Use Availability on Order form to illustrate Can drill into ATP Details/Global Availability to illustrate in more detail

26. OPtS Positioning Highlights Positioning Highlights: Enter Sales Order Book smaller order (qty 350) for use later in demo Don’t forget to note SO number! You’ll need it for Shipping Execution (next) Just illustrated SOP to Execution! Taken an S&OP plan (SNO/RTSOP) Adjusted for the dynamic conditions in the operational world (ASCP) Used that plan to promise dates for a sales order (OM/GOP) Wow!

27. OPtS Positioning Highlights Positioning Highlights: Enter Sales Order Auto-create Deliveries so can use OTM later Make sure to note Delivery number for use later!

28. Key Messages for OPtS Vignette Oracle Operational Planning is … The best mechanism for ensuring adherence to and enforcement of senior management’s S&OP plans during ongoing operations, including in purchasing, manufacturing, and even order entry Easy to use and quickly adaptable for greater planning flexibility, efficiency and effectiveness