Date post: | 19-Jan-2016 |
Category: |
Documents |
Upload: | prosper-wiggins |
View: | 214 times |
Download: | 0 times |
<Insert Picture Here>
Operational Planning to Sales – Instructor Led Training
Integrated Supply Chain DemonstrationDanny SmithSolution Architect, AGSS
OPtS Training Agenda
• Overview
• Key Messages
• Demo Setup Highlights
• Positioning Highlights
OPtS Training Prerequisites
This class assumes you have watched the Qarbon viewlet recording of the demo.
If you haven’t, go and watch it now!
<Insert Picture Here>
OPtS Overview
OPtS Demonstration DescriptionWhat demo covers
• Walk-through of how the company sales and operations plan, which includes the new Vision Pad, is put into action (by both purchasing and manufacturing) on an ongoing basis
• Covers the following modules: • Advanced Supply Chain Planning• Global Order Promising• Order Management/Shipping Execution
OPtS Demonstration DescriptionScope of demo: Overview
• Starts after S&OP plan as been agreed to, and master purchasing agreements have been put in place with suppliers
• Ends with a sales order for use in Outbound Logistics
• Brief review of an operational plan and how easy it is to manage and evaluate
• Enforcement of S&OP plan throughout supply chain• Purchasing, Manufacturing via planned orders• Even to the sales order level via promising capabilities
OPtS Demonstration DescriptionScope of demo: Overview
• Starts with review of “management by exception” features in ASCP• “Run Operations Plan”, “Publish ATP Plan” for talking points only
• Personalization mentioned specially for new Vision Pad
OPtS Demonstration DescriptionScope of demo: Overview
• Setup of plan illustrates enforcement of S&OP outputs• Constrained forecast (RTSOP)• Sourcing rules (SNO)
• And discusses typical ASCP benefits/capabilities
OPtS Demonstration DescriptionScope of demo: Overview
• Brief Setup of ASCP for Order Promising
• For emphasizing enforcement of company plan
OPtS Demonstration DescriptionScope of demo: Overview
• Create a Sales Order • To illustrate ATP enforcement• Show integrated planning and execution
• Progress Order through Shipping Execution• Primarily to get shipping details in place for OTM later in demo flow• Illustrate taking strategic planning (S&OP) all the way to shipping execution
OPtS Demonstration DescriptionScope of demo: Overview
<Insert Picture Here>
OPtS Key Messages
Key Messages for OPtS Vignette
Oracle Operational Planning is …
• The best mechanism for ensuring adherence to and enforcement of senior management’s S&OP plans during ongoing operations, including in purchasing, manufacturing, and even order entry
• Easy to use and quickly adaptable for greater planning flexibility, efficiency and effectiveness
<Insert Picture Here>
OPtS Demo Setup Highlights
OPtS Demo SetupOverview
• Changes to ADS Master were made to minimize setup• EBS Source: AS88311 defined (INV, BOM, ASL, BPA, etc.)
• Not all setup was possible to add to ADS Master• Changes that impact other ADS supported demos (e.g. ATP plan)• More setup will be added to ADS Master over time
• Script covers initial setup and demo itself• Reserve enough time to prep your instance – don’t assume it’s
pristine• Use AGSS – we’re here to help you close deals
OPtS Demo SetupSetup Highlights
• Top Ten Lists• In Manufacturing and Distribution Manager responsibility:
• SCP Plan Names – for quick link to ATP checkbox• In Order Management Super User
• Shipping Transactions Form – for quick link to Shipping Execution• ASCP
• Create personalized order query to show AS88311 item• Make sure to check NPI-SOP plan as ATP plan and then Run NPI-SOP
plan! – this will update the GOP tables for order promising• Check ATP results first to deal with changing on-hand values in working
instance – don’t expect instance to be pristine• OM
• Default ship to “White Plains”• Launch background workflow engine
<Insert Picture Here>
OPtS Positioning Highlights
Key Messages for OPtS Vignette
Oracle Operational Planning is …
• The best mechanism for ensuring adherence to and enforcement of senior management’s S&OP plans during ongoing operations, including in purchasing, manufacturing, and even order entry
• Easy to use and quickly adaptable for greater planning flexibility, efficiency and effectiveness
OPtS Positioning HighlightsPositioning Highlights: Review Plan Output
• Manage by Exception• Categorizes notifications so
planner can focus on critical issues• ASCP solves problems for you –
including using alternates, reschedules, etc.
• Use Exceptions Summary to illustrate
OPtS Positioning HighlightsPositioning Highlights: Review Plan Output
• Personalize/tailor to user needs• Personal query to only show
AS88311 (New Product)• Eliminates “clutter” of multiple
products, etc.
• Use Personal Queries to illustrate
OPtS Positioning HighlightsPositioning Highlights: Review Plan Output
• ASCP will generate planned orders for supply chain (PO/WO)
• This message is subtle, and demo doesn’t spend much time on this or illlustrate it
• Consider pegging to illustrate in more detail if necessary
• Use Supply/Demand to illustrate
OPtS Positioning HighlightsPositioning Highlights: Review Plan Output
• ASCP is guided by output of S&OP process
• Same master data • Assignment Set from SNO• Constrained Demand Plan from
RTSOP
• ASCP is flexible for easy adaptation to changing business conditions
• Choose options, don’t need to change programming or learn math
• Use Plan Options to illustrate both points
OPtS Positioning HighlightsPositioning Highlights: Review Plan Output
• Since ASCP is basis for GOP, plans guided by S&OP outputs can be enforced at Sales Order entry
• Easy because of integrated planning and execution
• SOP > ASCP > ERP
• Use Plan Options to illustrate that ASCP plan is ATP plan
OPtS Positioning HighlightsPositioning Highlights: Enter Sales Order
• Availability based on realistic dates, determined by ASCP plan
• Enter large order first (10,000) to show date in future
• Illustrates constrained/realistic promise date
• Use Availability on Order form to illustrate
• Can drill into ATP Details/Global Availability to illustrate in more detail
OPtS Positioning HighlightsPositioning Highlights: Enter Sales Order
• Book smaller order (qty 350) for use later in demo
• Don’t forget to note SO number!• You’ll need it for Shipping
Execution (next)
• Just illustrated SOP to Execution!• Taken an S&OP plan
(SNO/RTSOP)• Adjusted for the dynamic
conditions in the operational world (ASCP)
• Used that plan to promise dates for a sales order (OM/GOP)
• Wow!
OPtS Positioning HighlightsPositioning Highlights: Enter Sales Order
• Auto-create Deliveries so can use OTM later
• Make sure to note Delivery number for use later!
Key Messages for OPtS Vignette
Oracle Operational Planning is …
• The best mechanism for ensuring adherence to and enforcement of senior management’s S&OP plans during ongoing operations, including in purchasing, manufacturing, and even order entry
• Easy to use and quickly adaptable for greater planning flexibility, efficiency and effectiveness