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

31-02: Planning Schedules

Supply Chain Platform

Training Presentation

Updated April 2011

3102 - 2Copyright 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


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

BuyerSupplier

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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

ScheduleAgreement

Sch Response Item/site

Requirement

Schedule Agreement

Commit

Requirement

Requirement

Commit

Requirement



Header


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.


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 Shortage A

Machine Reliability B

Tooling Issues C

Lack Of Capacity D

Shop Floor Planning E

Non Conformance F

Sub Tier Supply Failure G

Data Integrity H

Customer Rqmt Change I

Design Change J

Shipped S

Other - Please Specify X


SCP Process: Respond to a PS

Locate Planning Schedule

ReviewCommitments

onPlanning Schedule

SendResponse to

Buyer

Finish

Update PS

FinishNo Changes

Changes


Review: Reading a Planning Schedule


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

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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.

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3


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.


Legend for PS Highlighting

Supplier Response Mismatch Supplier 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

Status Supplier has viewed the collaboration

Status Supplier 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)


Creating a Response

Supplier Users Only


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


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


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

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Sending Standard Planning Schedules

Supplier Users Only


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

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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.

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Printing Planning Schedules

All Users


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

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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

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End - Planning Schedules

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

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