A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. Copyright © 2009 Idhasoft Inc. All Rights Reserved

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 PlannerPresenter: Vijay B. Dalmet

NorCal OAUG Training Day

January 21, 2009


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


Copyright © 2009 Idhasoft Inc.. All Rights Reserved. 3

Global Operations

$160M Services Company 1000+ Employees 200+ Oracle Consultants

IndiaAtlantaLos Angeles

BostonNew York

Toronto

New JerseySan Francisco

Chennai

Hyderabad

Delhi

BangaloreMumbai

ERP Solutions Supply Chain Solutions Technology Solutions Staffing

Locations



xORACLE Business Service Value Chain

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



Planner

How do I Simplify My

Job?

Can I Get a Better

Report?I Need More Time

Why Does Planner Need a Change



• 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




• 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




How Oracle ASCP Can Help?

Planner

Will Oracle Advanced Supply Chain

Planning Help Me?



• 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




• 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




Implementation Constraints

Planner

What About the Constraints?



• 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




• 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




ASCP Implementation Details

Teamwork

System Capability



• 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)


Planning Options



• 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




• 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




Planning after ASCP

Planner

How Do I Use the System?



• 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



Sample Vertical Plan Report for Manufacturing



Sample Late Order Report



• 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



Sample Vertical Plan Report for Purchasing



Sample Horizontal Forecast Report for Suppliers



Conclusion

The Planner has a Better Report. Planner’s Job is Simplified. Planner has More Time.

The Planner’s Life has been Improved.



Planner

What can I do for you?

For a Planner, Change is Here



Thank You!

Questions?

[email protected]

Documents

A Day in the Life of a Planner Copyright © 2009 Idhasoft Inc.. All Rights Reserved. Copyright © 2009 Idhasoft Inc. All Rights Reserved