1. A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. Copyright © 2009 Idhasoft Inc. All Rights Reserved. www.idhasoft.com Vision Packaged. Delivered A Day in the Life of a Planner Presenter: Vijay B. Dalmet NorCal OAUG Training Day January 21, 2009

2. A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. Introduction of Idhasoft Why Does Planner Need a Change How Oracle ASCP Can Help? Implementation Constraints ASCP Implementation Details Planning After ASCP Sample Reports Service Value Chain Structure of the Presentation

3. A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. 3 Global Operations  $160M Services Company  1000+ Employees  200+ Oracle Consultants India Atlanta Los Angeles Boston New York Toronto New Jersey San Francisco Chennai Hyderabad Delhi Bangalore Mumbai ERP Solutions Supply Chain Solutions Technology Solutions Staffing Locations

4. A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. x ORACLE Business Service Value Chain 4 Oracle Licensing Oracle ebusiness Suite Oracle Fusion Middleware Managed Support DW and Oracle OBIEE  Largest practice at Idhasoft - $60M in annual revenues  One-Stop Shop  Licensing Service  ERP Implementation  SOA & Middleware Technologies  BI and Data Warehouse  Professional Services  Infrastructure & 24/7 DBA Services  Managed Services & India Development Center  R12 Implementation at Cortina  Cortina-Systems (fabless Semi)  R12 New Implementation (6 months; went live 1/1/08)  Financials, Manufacturing including OSFM  Supply-Chain (ASCP & GOP)  iProcurement & Trade Management (POS & Revenue Recognition)  BI (OBIEE for Order Fulfillment, Financials) – Went live on 9/15  Supplier Integration using Oracle SOA (B2B with Rosettanet) - Under progress

5. A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. Planner How do I Simplify My Job? Can I Get a Better Report? I Need More Time Why Does Planner Need a Change

6. A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. Has to Work with Several Excel Data Sheets Manual Processing of the Data: Time Consuming and Prone to Errors. Supply Demand Picture Changes too Frequently Order Promise Date Difficult to Calculate and Difficult to Follow Supplier Can’t Deliver on Time. Needs to Know the Impact on Sales Orders Uncertainty of Information Decision Making Latency Information Management and Processing Why Does Planner Need a Change

7. A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. Way of Communication with the Concerned Departments of the Company Needs to Expedite Supply for Sales Orders Likely to be Late Suppliers Need to Know in Advance How Much the Company is Planning to Process Outside Processing Items for an Extended Period of Time Communication Why Does Planner Need a Change

8. A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. How Oracle ASCP Can Help? Planner Will Oracle Advanced Supply Chain Planning Help Me?

9. A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. Global Order Promising Late Order Report for Sales Orders Can Run Separate Plans and Reports for Sales Order ATP, Manufacturing and Purchasing ASCP Plan Can be Run Based on ‘Enforce Demand Due Dates’ or ‘Enforce Capacity Constraints’ Graphical Supply Chain Pegging to Identify and Resolve Problems Exception Messages Features of ASCP to Solve the Problem How Oracle ASCP Can Help?

10. A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. ERP Source Has Supplier Information Outside Processing Items Can be Associated with Suppliers ERP Source Has Outside Processing Resources with Lead Times ASCP Plan Capable of Calculating Resource Requirements. Can be Used for Generating Outside Processing Resource Requirements All Above Features Can be Used for Creating a Report Outside Processing Resources How Oracle ASCP Can Help?

11. A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. Implementation Constraints Planner What About the Constraints?

12. A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. Don’t Have Resources to Use More Tools Like Collaborative Planning Capacity Planning not Planned Until the Phase II of Implementation Implementation not Scoped for Major Customization Business Constraints Implementation Constraints

13. A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. Outside Processing Items are not Handled the Same Way as Purchased Items No Standard Report or Data for Forecast to the Suppliers ATP Calculations Consider the Reschedule Dates Suggestions of Supply by ASCP Plan as Material Available Dates Standard Late Order Report Considers Reschedule Dates as Material Availability Dates System Constraints Implementation Constraints

14. A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. ASCP Implementation Details Teamwork System Capability

15. A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. Two Machine Implementation ATP Plan Solely Based on Sales Order Demand Manufacturing Plan Based on All Demands ATP and Manufacturing Plans Based on Enforce Demand Due Date Constraint Purchasing Plan Based on All Demands (Optional, Unconstrained Plan) ASCP Implementation Details Planning Options

16. A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. Small Customization to the Plan Output to Give ‘ Scheduled Ship Date ’ Based on Actual Completion Date of Supply Custom Program Run After ASCP Plan Run is Complete This Frees the Planner from Manual Intervention to the ATP date Calculations Choice of Viewing Plan Output without Customization Custom Late Order Report Minor Customization ASCP Implementation Details

17. A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. Enable ‘Calculate Resource Requirement’ Option for ASCP Plan Plan Computes OSP Resource Requirement Data Based on Demand ERP Source has OSP Supplier Information Utilized the Two Data Sources to Get a Combined Report. A Forecast Report Can be Created for Suppliers Based on Company ’ s Production Plan Data Outside Processing Resources ASCP Implementation Details

18. A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. Planning after ASCP Planner How Do I Use the System?

19. A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. Periodic Forecast Upload in ERP Source On a Daily Basis, Run a ‘ Vertical Plan ’ report for ASCP Manufacturing Plan Export the ‘ Vertical Plan ’ Report to MS Excel Follow ‘ Planner Action ’ on the Report: Release, Reschedule In, Reschedule Out, Cancel, None Communicate with Shop Floor to Follow ‘ Planner Actions ’ Change the Work Order Completion Dates Based on Feedback from Shop Floor ‘ Firm ’ the Work Orders that Cannot be Rescheduled Activities of the Manufacturing Planner Manufacturing Planning after ASCP

20. A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. Sample Vertical Plan Report for Manufacturing

21. A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. Sample Late Order Report

22. A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. On a Daily Basis, Run a ‘ Vertical Plan ’ Report for a Relevant ASCP Plan Export the ‘ Vertical Plan ’ Report to MS Excel Follow ‘ Planner Action ’ on the Report: Release, Reschedule In, Reschedule Out, Cancel, None Communicate with Suppliers to Follow ‘ Planner Actions ’ On a Weekly Basis, Generate a Horizontal Forecast Report for Suppliers and Forward it to Suppliers On a Weekly Basis, Get New Due Dates from Suppliers for Late Supplies and ‘Firm’ the Due Dates in Oracle Activities of the Procurement Planner Procurement Planning after ASCP

23. A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. Sample Vertical Plan Report for Purchasing

24. A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. Sample Horizontal Forecast Report for Suppliers

25. A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. Conclusion The Planner has a Better Report. Planner ’ s Job is Simplified. Planner has More Time. The Planner ’ s Life has been Improved.

26. A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. Planner What can I do for you? For a Planner, Change is Here

27. A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. Thank You! Questions? vijay.dalmet@idhasoft.com