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Copyright 2005-2007 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential

2200: Demand Planning Overview

Supply Chain Platform

Training

Buyer Training

July 2, 2007


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B2200 - 2Copyright 2005-2007 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential

Course Objectives

After completing this course, you should be able to:

> Understand the demand planning business process

> Define some new demand planning terms

> Navigate the MCV page

> Access supply path items from My Workspace

> Access supply path items by searching or filtering


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Business Process

Buyers collaborate with their suppliers to share requirements, along withlead 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 respond to every requirement that they cannot meet.

Suppliers may also be expected to provide lead times and to fill in other key data

fields.

Supplier Response

Planning Schedule

BuyerSupplier

1

2


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Process Workflow

Standard Planning Schedules

1.Buyer Published Requirements/Commitments -> Prior Requirements/Commitments

2.Planned Delivery Time/Response Time -> Prior Planned Delivery Time/Response Time

3.Incoming Requirements/Commitments -> Requirements/Commitments

4.Status -> New

Responses by Supplier

Supplier Responses loaded

Planning Schedule Responses

New Planning Schedule

Notification to Supplier

Status for the Schedule Response

Item set to Sent by Supplier

Buyer SupplierExostar Hub@ E2open


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Planning Schedule

Typically released once a week (dependson the buyer) and sent to the collaboration

hub

Structured in the following manner:

> Can contain one or more SchedulingAgreements 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 ResponseItem/site

Requirement

ScheduleAgreement

Commit

Requirement

Requirement

Commit

Requirement



Header


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Planning Schedule - Response

In many cases, Suppliers do notneed to respond to buyers requirements ifthey agree with what is published.

> However, lack of suppliers 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 expected to respond when they cannotprovide a commit thatmatches the buyers requirements.

> Suppliers 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 commitmentdate/quantity pairs.

Suppliers will be required to specify a Reason for not being able to match

the date/quantity requirements.


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Planning Schedule - Response

This is the list of reason codes that areavailable for selection by suppliers.

Suppliers can provide an optional note

associated with the change. Selecting

Other Please Specify makes the Notefield mandatory.

Once the supplier has reviewed and

responded to the items, the supplier must

change the Status to Sent for all schedule

items on the planning schedule. Only when the supplier marks the PS as

Sent will the response be sent to the

buyers backend system.

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

Schedule Line Change I

Design Change J

Shipped S

Other - Please Specify X


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SCP Process: Respond to a PS

SupplierLocatesPlanningSchedule

SupplierReviews

Commitmentson

PlanningSchedule

Supplier SendsResponse to

Buyer

Finish

SupplierUpdates PS

FinishNo

Changes

Changes


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Using Some New Terms


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Supply Path Item

SCP organizes Material Master data for demand planning into objects known as

Supply Path Items.

A. Dimensions of a supply path item are: Buyer + Site + Item + Supplier

Site is a combination of Delivery Plant and Storage Location

Item tracks both Buyer Material Number and Supplier Material Number

B. Attributes are the supporting data related to a supply path item

These items are applied to long-term planning schedules, standard planning

schedules, and inventory status cycles

Supply Path Item is often referred to as a Collaboration or Collab.

Customer Site Item Supplier

B. Attributes

For example: Unit Priceand Delivery Address

A. Supply Path Item Dimensions

SupplierBuyer SiteMaterial No.

Supplier

Mat. No.


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Multi-Collab View (MCV) Page

1. The Supply Path Item is shown on the Multi Collab View (MCV) page, which displays

data related to Long Term Planning Schedules, Standard Planning Schedules, orInventory Status Cycle.

2. This data is organized and aggregated in time-buckets.

2

1


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Overview of the MCV Page

2. Data Measures

1. Information

common toall items3. Time Buckets

4. PIT (Point-in-time)

5. Exception alert


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Multi Collab View (MCV) Page

Timeline extends out for 2 years (by default)

Legend (L) color coding helps differentiate the default time buckets

> 4 weeks of Daily time buckets

> 8 Weekly time buckets starting on a Monday

> 21 Monthly time buckets starting on the 1st of each month

L


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Navigating the Multi-Collab View (MCV) Page


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MCV Page Supply Path Items

1. One supply path item SCP displays up to 5 per page

2. Scroll down to see more supply path items (2), or use left & right arrows to advance to the next

page (3)

2

1

3


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MCV Page Attributes

1. Supply Path Item Attributes describe the item in more detail, scroll left/right to view

2. Use ( ) to expand visibility to attributes on the screen

3. Use ( ) and then click on Attribute Detail to view more details of the supply path items data

21

3


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MCV Page Data Measures & TimeBuckets

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 (5) items on April 26, 2007.

2

1

3


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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.


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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)


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Data Measures

Data Measure Type View/Edit Capabilities Description

Prior Demand Base DM Buyer & Supplier read only Previous demand quantity

Demand Base DM Buyer Upload

Buyer & Supplier read only

Current demand quantity

Demand Change Exception Buyer & Supplier read only Flagged for all t ime buckets where Demand Qty Prior DemandQuantity

Prior Schedule Base DM Buyer & Supplier read only Previous schedule quantity

Schedule Base DM Buyer & Supplier read only Current schedule quantity

Schedule Change Exception Buyer & Supplier read only Flagged for all time buckets where Schedule Qty Prior Schedule Qty

Past Due Items Exception Buyer & Supplier read only Flagged for all time buckets where:

US Variant:Requirement Date is earlier than Run Date OR

Commitment Date is earlier than Run Date

UK Variant: Statistical Date is earlier than Run Date ORCommitment Date is earlier than Run Date

Supplier Response Base DM Buyer read only

Supplier read/write

Suppliers confirmation quantity

Schedule ResponseMismatch Exception Buyer & Supplier read only Flagged for all time buckets where Response Qty Prior ResponseQty

PDT/RT Change Exception Buyer & Supplier read only Flagged for all time buckets where Planned Delivery/Response Time Prior Planned Delivery/Response

Status Exception Buyer & Supplier read only Flagged:

Red when schedule line item is new & Supplier has not viewed it

Green when Supplier views schedule line item

Yellow when Supplier sends a Response


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Working with the MCV Page


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Navigating the MCV Page

1. Enter the Start Date and End Date, and/or choose the Calendar.

2. Click the Refresh button.

Note: This only resets the displayed viewof data. It has no effect on data that was sent by the Buyer.

1. Calendar View Selectors

2. Refresh Button


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Viewing PIT Details

1. To view all Point In Time (PIT) Attributes for a data measure, click the data measure

name.

2. To view the PIT Attributes for a specific PIT, click the value in the PIT.

1

2

SupplierReason Code

SupplierNotes


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Collab Details Menu

1. Click the Collab Details ( ) icon to see a menu that provides access to collaboration-

related data.

2. Click Attribute Detail to see the pop up window.

21


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Accessing Items from My Workspace


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My Workspace

1. From the Navigation tree, click My Workspace.

2. In the Problem Summary section, click the number in the Planning Schedule Status

row, for example to access Planning Schedules that are New click Planning Schedule

Status in the High column.

1

2

Categories:

High = New

Medium = Viewed

Low = Sent


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My Workspace

4. From the resulting list, click the checkboxes that you want to view.

5. Click the Multi Collab button.

6. The selected supply path items are displayed on the MCV page (5 items per page)

4

5


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Searching and Filtering for Supply Path Items


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Accessing Supply Path Items

There are several methods you can use to access Long TermPlanning Schedules (A), Standard Planning Schedules (B), or

Inventory Status (C):

1. Filteris best used when items or names are unknown. Filter

displays a list from which you can select, instead of manually

typing search criteria.

2. Search is best used when you know the item numbers,

names or descriptions that can be manually typed into the

search fields. Search is simpler and more straightforward

than Filter.

3. My Workspace is best used when you want to access itemsgrouped by Category and Status

2

1

3

21

2

1

A

B

C


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Searching for Planning Schedules

1. From the Navigation Tree, click [+] Demand Planning & Forecasting to expand

the tree

2. Click [+] Planning Schedules, for example

3. Click the Search option to access the Search page

4. Enter your search criteria

5. Click the Search button to search for Collabs that match your criteria

1

2

3

4

5


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Searching for Planning Schedules

7. From the list of supply path items that match your search criteria, select the

checkboxes that you want to view

8. Click the View button (scroll right and down to see button)

9. Supply path items are displayed on the MCV page

Note: If there is only one supply path item available, the system skips this step and

immediately goes to the MCV page.

7

8


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Filtering for Supply Path Items

1. From the Navigation Tree, click [+] Demand Planning & Forecasting to expand the

tree

2. Click [+] Standard Planning Schedules, for example

3. Click Filterto access the Filter Parameters page

1

23


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Filter Parameters page

A. You select from the Filter Parameteroptions starting from the top and working down.

Choices made for each item will affect the list of options for each item below it.

B. As you work your way down, the choices are displayed in the FilterBuilder.

ParameterSelector

Parameter

List

AddButton

Search Box

FilterDisplay

B

A

Add AllButton


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5. Click the checkboxes for the line items you want to add to the Filter.

> Note: If only one item, its automatically selected - skip immediately to the next parameter.

6. Click the Add button to add the items to the Filter Builder(A).

7. Click the yellow arrow [>] icon to the right of the next parameter down, then repeat

Steps 5 and 6 until your Filter Builder is complete.

5

6

A

7

If you are not sure

which items to selectfor a filter parameter(i.e. Customer Site)then click the Add Allbutton.


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8. When you have completed all your selections and the Filter Builder(A) is complete,click the Next button to generate a list of all items that match your Filter criteria

8

A


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9. From the list of supply path items that match your filter criteria, click the checkboxes

for the items that you want to view

10. Click the View button

11. Supply path items are displayed on the MCV page

Note: If there is only one item available, the system skips this step and immediately

provides a view of that item

9

10


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Business Process

Buyers use Long Term Planning Schedules (LTPS) to communicate theirlong-term needs to their suppliers.

The Long Term Planning Schedule is a reference document and suppliers are

notexpected to respond to it.

Planning Schedule

BuyerSupplier


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Process Workflow

BuyerCollaboration

HubSupplier

Long Term Planning Schedules

LTPS Request Schedules loaded


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Publishing Schedule

Long Term Planning Schedules canbe released and sent to the

collaboration hub multiple times during

a week.

LTPSs are similar in structure to

Standard Planning Schedules.

> They consist of multiple Requirement

and Commitment Schedules for one or

more items being procured from a

supplier for a given buyer site.

> Each requirement schedule conveys

the quantity of material requested by

buyer for a particular date.

LTPS

Sch. Agreement

Header

Item/site

Requirement

Sch. Agreement

Requirement

Requirement

Requirement

Item/site

Item/site


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SCP Process: Review a Long Term PS

SupplierLocates

Long Term

PlanningSchedule

SupplierReviews

Commitments

onPlanningSchedule

Finish


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Reviewing a Long Term Planning Schedule


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LTPS PIT Fields are not editable

The LTPS looks almost the same as a standard PS, with the exception that a

supplier cannot create a response (there is no Supplier Response field).


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LTPS Data Measures

When a new Long Term Planning Schedule is uploaded, the existing CurrentRequirements data measures are rolled-over to become Previous

Requirements and the new LTPS is published as the current data.


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Data Measures

Data Measure Type View/Edit Capabilities Description

Prior Demand Base DM Buyer and Supplier read only Previous Demand Quantity

Demand Base DM

Buyer Upload

Buyer and Supplier read only

Current Demand Quantity

Demand Change Exception Buyer and Supplier read only Flagged for all buckets where Demand Qty Prior Demand Qty

Prior Schedule Base DM Buyer and Supplier read only Prev ious Schedule Quantity

Schedule Base DM Buyer and Supplier r ead only Current Schedule Quantity.

Status Exception Buyer and Supplier read only

Flagged:

Red when schedule line item is new

Green when Supplier views schedule line i tem


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