1. Boeing 787 SCMP Training June 2016
Planning Schedule
Boeing 787 SCMP Training
June 2016
Copyright 2016 Exostar LLC. All Rights Reserved.

2. Partner Managed Inventory (PMI) Process
Planning Schedule 1
Boeing
Planning Schedule Visibility
Consuming
Partner
Providing
Partner
Schedule Response 2

3. Planning Schedule PublishingCP
The Consuming Partner publishes a Planning Schedule to indicate their requirements to the Providing Partner and Boeing.
The Planning Schedule data includes part number, quantity, date needed, and delivery site.
The Consuming Partner enters the Planning Schedule:
Manually via the SCMP User Interface (UI) in the Multi- Collab View (MCV) page.
If manually created, the Consuming Partner should change the Schedule Status to ‘New’ to let the Providing Partner know it is ready for a response.
Uploading an Excel spreadsheet.
Through B2B transaction.
The Planning Schedule has an 18-month planning horizon:
The user interface defaults to about 28 weeks of daily ‘time buckets’ or columns.
The timeline view can be changed to show the data as weekly or monthly time buckets. The underlying data remains the same.

4. Planning Schedule Publishing GuidelinesCP
Planning Schedule Edits
Recommended Process
Steps
A few Points In Time (PITs)
Manually via the SCMP UI MCV page- Time Buckets
On the MCV page, enter the Planning Schedule Qty values for each specific date.
Click the Update button.
Plus include a Receiver Reference Number and Mfg. Line Number
Manually via the SCMP UI MCV page- Data Measure
On the MCV page, click the Planning Schedule Qty data measure name to pop open the PIT Info window.
Enter the Quantity values for each specific date.
Enter the Receiver Reference Number and Mfg. Line Number for each specific date.
A few to All Points In Time (PITs) where new PIT data will match existing data
Manually via the SCMP UI MCV page- Copy PIT Function
On the MCV page, select the desired Collabs and click the Copy PITs tab.
Set desired Start Date and End Date.
Select the appropriate Source and Target Data Measure from the pull down menu.
Click the Copy button.
Click the OK button.
Numerous Points In Time (PITs)
Planning Schedule is new or needs to be extensively changed
Download/Edit/ Upload Excel spreadsheet
Click Download Plan Schedules and follow the normal download process for all the items that you don't already have a Planning Schedule and/or items whose Planning Schedule needs to be extensively changed.
Edit the downloaded file to reflect your new or changed Planning Schedule, including setting the Receiver Reference Number and Mfg. Line Number if appropriate.
Click Upload Files and follow the normal upload process.

5. Planning Schedule ResponsePP
The Providing Partner is expected to respond to every planning schedule requirement up to the ‘Response Limit Date’ in the future.
The Providing Partner provides their response:
Manually via the SCMP UI in the MCV page.
If manually entered, the Providing Partner should change the Schedule Status to ‘Sent’ to let the Consuming Partner know it is complete.
By uploading an Excel spreadsheet.
If the Providing Partner cannot meet the entire requirement for a specific time bucket, she/he can spread the response across multiple time buckets.
The Providing Partner can add a comment to their response.

6. Planning Schedule Response GuidelinesPP
Planning Schedule Response Edits
Recommended Process
Steps
A few Points In Time (PITs)
Manually via the SCMP UI MCV page- Time Buckets
On the MCV page, enter the Planning Schedule Response Qty values for each specific date.
Click the Update button.
Plus include a Response Note
Manually via the SCMP UI MCV page- Data Measure
On the MCV page, click the Planning Schedule Response Qty data measure name to pop open the PIT Info window.
Enter the Quantity values for each specific date.
Enter the Response Note and/or Reason Code for each specific date.
A few to All Points In Time (PITs) where new PIT data will match existing data
Manually via the SCMP UI MCV page- Copy PIT Function
On the MCV page, select the desired Collabs and click the Copy PITs tab.
Set desired Start Date and End Date.
Select the appropriate Source and Target Data Measure from the pull down menu.
Click the Copy button.
Click the OK button.
Numerous Points In Time (PITs)
Because the Planning Schedule is new or needs to be extensively changed
Download/Edit/Upload Excel spreadsheet
Click Download Plan Schedules and follow the normal download process for all the items that you don't already have a Planning Schedule Response and/or items whose Planning Schedule Response needs to be extensively changed.
Edit the downloaded file to reflect your new or changed Planning Schedule Response, including a Reason Code if applicable.
Click Upload Files and follow the normal upload process.

7. Demand Planning & Forecasting Menu per Role
Boeing
Consuming Partner
Providing Partner

8. Collaboration

9. Collaboration Definition
SCMP organizes data via Collaborations or "Collab":
Dimensions - A Collaboration is described by a unique combination: Customer + Site + Part Number (Customer & Supplier) + Supplier.
Attributes – Represents supporting data that relates to the Collaboration.
"Collab Attributes" are irrespective of time; for example, Buyer or Partner address data like Number, Street, City, etc.
"PIT Attributes" can change depending on time; for example, delivered quantity, past due quantity, MRP requirements, etc.
B. Attributes
A. Boeing SCMP Dimensions
Ship To
Customer
Providing
Partner ID
Part No.
Supplier
Ship To Site
Customer Site Part Number Supplier

10. Collaboration Display (The MCV Page)
Collaborations are shown on the MCV page.
You can access Data Measures related to the Collaboration.
You can view time-buckets related to the Planning Schedule. A C B

11. Collaboration Data Measure Representation
Standard – data input via the SCMP User Interface or an upload
Rollover – data rolled over from existing data measures as the result of an update or manual rollover
Computed – data calculated by SCMP
Exceptions – problems flagged by SCMP
Based on pre-defined business logic
Rollover
Standard
Computed
Standard
Computed
Exception Flags

12. Multi Collab View (MCV) Page

13. MCV Page – Collaboration Display
Calendar and date range display controls.
Information common to all displayed Collaborations.
Data Measures are the categories of data that the system tracks.
Time Buckets - An individual cell is referred to as a Point In Time (PIT).
Tools. A B E C D

14. MCV Page - Data Measure Totals
Scroll all the way to the right to view the ‘Total’ of all the Data Measures for each collaboration. A S

15. MCV Page - Data Measure Summary
Click the Summary tab to view the sum of the Data Measures for all the currently viewed Collaborations.
Used to view all data about a single part from multiple suppliers. A

16. Viewing a Planning Schedule
All User Roles

17. Viewing a Planning Schedule via Search
On the left navigation tree, go to Supply Planning  Search.
Enter your search criteria.
Click the Search button to search for items that match your criteria. 2 1 3

18. Data Existence Filter
The Data Existence Filter allows you to only return search results for items that have data in the quantity fields that you select and for the date ranges that you set.
For the ‘Data Existence Filter’, select one or more fields to search (Note: Hold down the control key to select more than one at a time.).
Enter a ‘From’ and ‘To’ date range then continue with your search. 1 2

19. Viewing a Planning Schedule
From the list of items that match your search criteria, click the checkboxes for the items that you want to view.
Click the View button. 4 5

20. Collaboration Display (The MCV Page)
Collaborations are shown on the MCV page. The default is five collabs per MCV page, but you can change the settings for up to 20 records per page.
You can access Data Measures related to the Collaboration.
You can view time-buckets related to the Planning Schedule. C B A

21. Viewing a PO/Reverse Logistics PO from the Planning Schedule
All User Roles

22. Viewing a Discrete or Blanket PO from the Schedule
On the MCV page, click the Remaining Discrete PO Qty or Est. Remaining Blanket PO Qty data measure or a corresponding PIT to view an associated PO without navigating off the MCV page. 1

23. Viewing a Reverse Logistics PO from the Schedule
On the MCV page, click the Reverse Logistics PO Replacement Qty data measure or a corresponding PIT to view an associated Reverse Logistics PO without navigating off the MCV page. 1

24. Activate/Deactivate Planning Schedules
Boeing Buyers Only

25. Activate/Deactivate a Collab
All Collabs are created as active collabs, indicating that they have been created by a new PMI Blanket Purchase Order.
Collabs will not be created for Discrete Orders.
A separate workflow is available to Boeing for marking collabs as active or inactive. (A).
A system script will evaluate the collabs with inactive date attribute populated to mark them as inactive.
This script runs daily at a coordinated time with the alert and exception scripts.
An alert is sent to inform users that a Collab is made inactive on that date.
Inactive collabs are not included in PS/PSR downloads or uploads.
Inventory uploads will not fail for the inactive collabs.
Exceptions will only be evaluated for active collabs. A

26. Activating/Deactivating Planning Schedules
On the left navigation tree, go to Supply Planning  Activate/Deactivate Items.
Enter your search criteria.
For example, on the ‘Inactive Flag’ table, click Yes or No.
Click the Search button to search for items that match your criteria. 2 1 A 3

27. Activating/Deactivating Planning Schedules
To Activate a Collab, delete the date in the Inactive Date column.
To Deactivate a Collab, enter the date in the Inactive Date column.
The date must be in the future, not today or a past date.
The Collab will become inactive on the specified date during the nightly run.
The system will automatically check the box to select the line.
Click the Save button. 4 A 5 6

28. Alternate Activate/Deactivate Planning Schedule
On the MCV page, click the View Collaboration Details button.
Click the Collab Attribute option.
A: To Activate a Collab, delete the date in the Inactive Date box.
B: To Deactivate a Collab, enter the date in the Inactive Date box.
The date must be in the future, not today or a past date.
The Collab will become inactive on the date during the nightly run.
Click the Update button. 1 2 3 4

29. Planning Schedule InputCP
Planning Schedule Input
Consuming Partner Only

30. Consuming Partner Input via Time BucketsCP
Enter data into the appropriate time buckets.
Click the Update button.
Click the OK button. 1 1 1 3 2

31. Consuming Partner Input via Data MeasureCP
Click the Planning Schedule Qty data measure name.
In the Quantity column enter the vales for the appropriate date buckets.
Optional, scroll over and enter a Receiver Reference Number.
Click the Submit button.
Click the OK button to acknowledge the changes. 2 5 2 2 1 4

32. PIT Info & Detail Page CP
Pit Date and Quantity for inputting values – click in the last row (blue) to add a row.
Information Columns for entering details, including Receiver Reference Number and Manufacturing Line Number.
Mfg. Line # can only be added to new PITs by using the Create button.
Data Existence Filter changes which field has data populated so that it is on the list.
Reset returns values back to original, until the Submit button is clicked.
Submit for send he response back to Boeing.
Delete deletes the selected ID (row). C A B D E F

33. Planning Schedule Response InputPP
Planning Schedule Response Input
Providing Partner Only

34. Providing Partner Input via Time BucketsPP
Enter data into the appropriate time buckets.
Click the Update button.
Click the OK button to acknowledge the changes. 1 1 1 3 2

35. Providing Partner Input via Data MeasurePP
Click the Planning Schedule Response Qty data measure name.
In the Quantity column enter the vales for the appropriate date buckets.
Optional, add a Response Notes and/or Reason Code.
Click the Submit button.
Click the OK button to acknowledge the changes. 3 2 5 1 4

36. PIT Info & Detail Page PP
Pit Date and Quantity for inputting changes to current values.
Response Notes and Reason Code for entering details about changes made.
Data Existence Filter used to determine which dates display on screen (if populated).
Auto Id (blue row) – click in the date field and select a date to add rows of data.
Reset will return values back to original, until the Update button is clicked.
Submit sends the updated and new responses to Boeing.
Delete will delete the selected ID. C A B D D E F G

37. Copying Data Measure PITsCP PP
Copying Data Measure PITs
Consuming Partner & Providing Partner Only

38. Copying PITs CP PP
On the left navigation tree, go to Supply Planning  Collaboration Filter or Search.
Enter your filter or search criteria. 1 2

39. Copying PITs CP PP
From the list of items that match your filter or search criteria, click the checkboxes to select those items.
Optionally, from the Go to pull down menu, choose Copy Pits.
Note: You can skip this step and go directly to the Multi-Collab View page to use the alternative Copy PITs tab as explained on the next page.
Click the View button. 3 5 4

40. Alternate Copying PITsCP PP
If you skipped step 4 and came directly to the MCV page, select the desired Collabs and click the Copy PITs tab. 6

41. Copying PITs CP PP Set the desired Start Date and End Date.
From the Source pull down menu, choose Planning Schedule Qty or other appropriate Data Measure that you wish to copy.
In the Target list, click the Planning Schedule Response Qty or other appropriate Data Measure to which the data will be copied.
Note: Your options for ‘Source’ and ‘Target’ will be determined by your Role.
Click the checkbox next to Copy Attributes if you would also like to copy data measure attributes (e.g. Receiver Reference #, Mfg Line #)
Click the Copy button. 7 8 9 10 11

42. Copying PITs CP PP Click the OK button.
Click either the Multi-Collab View tab or Collaboration Selector in the History Path.
Your choice will depend on where you started the Copy PITs process. 12 13

43. Copying PITs CP PP
If you did not return to the MCV page, change the ‘Go to’ dropdown back to Multi-Collab View and then click the View button. 14

44. Copying PITs CP PP
Notice that for the specified date range, the data in the Source line (S) was copied to the Target line (T). S T

45. Planning Schedule/PS Response Data RolloverCP PP
Planning Schedule/PS Response Data Rollover
Consuming Partner & Providing Partner Only

46. Planning Schedule Data RolloverCP
Consuming Partner can trigger a Planning Schedule data rollover from the ‘Collaboration Selector’ page or the MCV page.
Rollover from the Collaboration Selector page gives you two options:
Rollover All Collabs- Click the ‘Rollover All Collabs’ button to move 'Planning Schedule Qty' data to 'Planning Schedule Qty - Previous' data measure for ALL collabs visible on this page; thus leaving the 'Planning Schedule Qty' data measure row completely blank.
Rollover Selected Collabs- Click the checkboxes (C) to select items for rollover then click the 'Rollover Selected Collabs' button to move 'Planning Schedule Qty' data to 'Planning Schedule Qty - Previous' data measure for all selected collabs; thus leaving the 'Planning Schedule Qty' data measure row blank.
Clicking 'Rollover All Collabs‘ or 'Rollover Selected Collabs' a second time makes both rows blank (past and future) if you confirm you want to proceed with the rollover.
Clicking 'Rollover Selected Collabs' with no collabs selected results in a warning message. 1 A C 2

47. Planning Schedule Data RolloverCP
Rollover from the MCV page:
Rollover Selected Collabs - Click checkboxes (C) to select items for rollover then click 'Rollover Selected Collabs' to move 'Planning Schedule Qty' data to 'Planning Schedule Qty - Previous' data measure for all the selected collabs; thus leaving 'Planning Schedule Qty' data measure row completely blank.
Clicking 'Rollover Selected Collabs' a second time makes both rows blank (past and future), if you confirm that you want to proceed with the rollover.
After the rollover, you can enter new Planning Schedule quantities across the blank timeline and click the 'Update' button to save the data and automatically change the 'Schedule Status' attribute to 'New'.
Clicking 'Rollover Selected Collabs' with no collabs selected will result in a warning message. B C 1

48. Planning Schedule Response Data RolloverPP
Providing Partner can trigger a Planning Schedule Response data rollover from the ‘Collaboration Selector’ page or the MCV page.
Rollover from the Collaboration Selector page gives you two options:
Rollover All Collabs- Click ‘Rollover All Collabs’ to move the 'Planning Schedule Response Qty' data to the 'Planning Schedule Response Qty - Previous' data measure for ALL collabs visible on this page; thus leaving the 'Planning Schedule Response Qty' data measure row completely blank.
Rollover Selected Collabs- Click checkboxes (C) to select items for rollover then click 'Rollover Selected Collabs' to move 'Planning Schedule Response Qty' data to 'Planning Schedule Response Qty - Previous' data measure for all selected collabs; thus leaving the 'Planning Schedule Response Qty' data measure row blank.
Clicking 'Rollover All Collabs‘ or 'Rollover Selected Collabs' a second time makes both rows blank (past and future), if you confirm you want to proceed with the rollover.
Clicking 'Rollover Selected Collabs' with no collabs selected will result in a warning message. 1 A C 2

49. Planning Schedule Response Data RolloverPP
Rollover from the MCV page:
Rollover Selected Collabs- Click checkboxes (C) to select items for rollover then click 'Rollover Selected Collabs' to move 'Planning Schedule Qty' data to 'Planning Schedule Qty - Previous' data measure for all the selected collabs; thus leaving the 'Planning Schedule Qty' data measure row completely blank.
Clicking 'Rollover Selected Collabs' a second time makes both rows blank (past and future), if you confirm that you want to proceed with the rollover.
After the rollover, you can enter new Planning Schedule quantities across the blank timeline and click the 'Update' button to save the data and automatically change the 'Schedule Status' attribute to 'New'.
Clicking 'Rollover Selected Collabs' with no collabs selected will result in a warning message. C 1

50. Editing Planning Schedule StatusCP PP
Editing Planning Schedule Status
Consuming Partner & Providing Partner Only

51. Editing Planning Schedule Status via ListCP PP
On the left navigation tree, go to Supply Planning  Collaboration Filter or Search.
Enter your filter or search criteria.
In the results list, from the Schedule Status menu, choose the appropriate option.
Consuming Partners choose ‘New’ when you create the PS.
Providing Partners choose ‘Sent’ when you respond.
Click the Save button to move the planning schedule to that state. 1 3 4

52. Editing Planning Schedule Status via MCV PageCP PP
On the MCV page, click Collab Details icon.
From the ‘Collab Details’ menu, choose Collab Attribute.
In the ‘Collab Attribute’ window, from the Schedule Status menu, choose the appropriate option.
Click the Update button to move the planning schedule to that state. 1 2 3 4

53. End – Planning Schedule