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31-02: Planning Schedules Supply Chain Platform Training Presentation Updated April 2011.

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Presentation on theme: "31-02: Planning Schedules Supply Chain Platform Training Presentation Updated April 2011."— Presentation transcript:

1 31-02: Planning Schedules Supply Chain Platform Training Presentation Updated April 2011

2 3102 - 1 Copyright 2011 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential Course Objectives After completing this course, you should be able to: >Explain the standard planning schedule business process >Review of how to read a planning schedule >Respond to a standard planning schedule >Send the planning schedule response to a buyer >Print a planning schedule

3 3102 - 2 Copyright 2011 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential Business Process Buyers collaborate with their suppliers to share requirements, along with lead times and other details. 1.Planning Schedule: Buyer publishes requirements and makes commitments for a set of items being procured from the supplier for a specified delivery plant/storage location. 2.Supplier Response: Suppliers may be asked to respond to requirements that they cannot meet (process varies per Buyer). Suppliers may also be expected to provide lead times and to fill in other key data fields. Supplier Response Planning Schedule Buyer Supplier 1 2

4 3102 - 3 Copyright 2011 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential Planning Schedule Typically released once a week (depends on the buyer) and sent to the collaboration hub Structured in the following manner: >Can contain one or more Scheduling Agreements for a supplier >Each Scheduling Agreement can contain one or more Schedule Response Items – item and site (delivery plant/storage location) combinations >Each Schedule Response item can be one or more Requirement Schedules and/or Commit Schedules Header Planning Schedule Schedule Agreement Sch Response Item/site Requirement Schedule Agreement Commit Requirement Commit Requirement Sch Response Item/site Header

5 3102 - 4 Copyright 2011 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential Planning Schedule - Response In many cases, Suppliers do not need to respond to buyer’s requirements if they agree with what is published. >However, lack of supplier’s response is assumed to be an acknowledgement as well as a commitment to the published requirements. >NOTE: Some buyers expect a sent response, even if there are no changes made. Suppliers are usually expected to respond when they cannot provide a commit that matches the buyer’s requirements. >Depending on what the Buyer allows for changes, a Supplier can: –Change the date for a specified quantity or –Under/over commit a quantity for a date or –Spread capacity commits over multiple time buckets »In this case, the supplier will need to specify the new commitment date/quantity pairs. Suppliers will be required to specify a “Reason” for not being able to match the date/quantity requirements.

6 3102 - 5 Copyright 2011 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential Planning Schedule - Response This is the list of reason codes that are available for selection by suppliers. Suppliers can provide an optional note associated with the change. Selecting “Other – Please Specify” makes the Note field mandatory. Once the supplier has reviewed and responded to the items, the supplier must change the Status to “Send” for all schedule items on the planning schedule. Reason Displayed Reason Code Sent via B2B Material ShortageA Machine ReliabilityB Tooling IssuesC Lack Of CapacityD Shop Floor PlanningE Non ConformanceF Sub Tier Supply FailureG Data IntegrityH Customer Rqmt ChangeI Design ChangeJ ShippedS Other - Please SpecifyX

7 3102 - 6 Copyright 2011 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential SCP Process: Respond to a PS Locate Planning Schedule Review Commitments on Planning Schedule Send Response to Buyer Finish Update PS Finish No Changes

8 3102 - 7 Copyright 2011 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential Review: Reading a Planning Schedule

9 3102 - 8 Copyright 2011 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential MCV Page – Data Measures & Time Buckets 1.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 (6) items in the month of December 2006. 2 1 3 6

10 3102 - 9 Copyright 2011 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential MCV Page – Filter Criteria 1.Data on the MCV page can be changed to the time between a specified Start Date and End Date 2.The Calendar can be changed to a different time format (daily, weekly, monthly, quarterly or yearly).  The default calendar is a combination of daily, weekly and monthly for 2 years Note: Multiple requests within an aggregate calendar bucket, will be shown as a single total value for that time bucket (i.e. three orders within a month). The user can click on a data measure link (i.e. Demand) to see the breakdown of details. 2 1 3

11 3102 - 10 Copyright 2011 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential 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.

12 3102 - 11 Copyright 2011 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential Legend for PS Highlighting Supplier Response MismatchSupplier 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 StatusSupplier has viewed the collaboration StatusSupplier 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)

13 3102 - 12 Copyright 2011 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential Creating a Response Supplier Users Only

14 3102 - 13 Copyright 2011 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential 1.At the MCV Page, click the Supplier Response data measure 2.Enter your new Date 3.If the date is different from the Schedule Date, you must select a Reason Code >If the Reason Code is “Other”, the Notes field is mandatory >The Notes field is limited to 255 characters 4.Click Update 1 Supplier Reason Code Create Response: Change the Date Date 4

15 3102 - 14 Copyright 2011 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential 1.At the MCV Page, click the Supplier Response data measure 2.Enter your new Quantity 3.If the quantity is different from the Schedule quantity, you must select a Reason Code >If the Reason Code is “Other”, the Notes field is mandatory >The Notes field is limited to 255 characters 4.Click Update 1 Supplier Reason Code Create Response: Change the Quantity Quantity 4

16 3102 - 15 Copyright 2011 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential Create Response: Final Steps 6.At the confirmation page, click OK to enter the data into the system. 7.Click OK to refresh the MCV page. 8.Close the PIT Info pop-up window to see the MCV page. S 6 7

17 3102 - 16 Copyright 2011 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential Sending Standard Planning Schedules Supplier Users Only

18 3102 - 17 Copyright 2011 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential Sending a Single Planning Schedule Response 1.At the MCV Page, click the Attribute Details icon for the item you want to send 2.Click Attribute Detail to access the Attribute Detail dialog box 3.From the Planning Schedule Status drop-down menu, choose Sent 4.Click the Update button 1 3 4 2

19 3102 - 18 Copyright 2011 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential Sending Multiple Planning Schedule Responses Use search or filter for a list of collaborations (on the Collaboration Selector page). The items must be in a Processing state to send multiple PS responses at the same time. Follow these steps to send multiple items: 1.Click the checkboxes to select the schedules you want to send. 2.To set all displayed Planning Schedules to be sent, choose Sent from the Planning Schedule Status drop-down menu at the top of the page. 3.Click the Save button to send the collaborations. 1 3 2

20 3102 - 19 Copyright 2011 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential Printing Planning Schedules All Users

21 3102 - 20 Copyright 2011 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential Option 1: Printing in PDF or XML Format 1.On the Navigation Tree, go to Historical Document Manager  Search 2.Select the document type (i.e. Planning Schedule) and enter other search criteria 3.Click Search 4.Select to print as PDF or XML 1 4 2 3

22 3102 - 21 Copyright 2011 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential Option 2: Printing in CSV Format 1.On the Navigation Tree, go to Upload/Download  Planning Schedules  Download PS (or PS Response) in CSV 2.Select to download as Limited or Extended CSV format and click Proceed 3.Enter search criteria and click the Search button 4.Refresh the page until the Status says “Completed” 5.Click on the File Name to Open or Save the document 1 4 2 5 4

23 3102 - 22 Copyright 2011 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential End - Planning Schedules


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