lab3ea2y

Practice - Researching Planning Results

Distribution

Oracle Advanced Supply Chain Planning

Job Title*

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The Job Title [[email protected]?Subject=LAB3EA2Y] is responsible for ensuring that this document is necessary and that it reflects actual practice.

Copyright © Oracle Corporation, 2003. All rights reserved.

Practice - Researching Planning Results document.docEffective Paradigm_effective of 27 Rev Paradigm_revision

Practice - Researching Planning Results

Please mention lab identifier 3EA2 in course evaluation comments.

Overview

This practice covers researching plan results.

Tasks

1. From the Advanced Supply Chain Planner responsibility, navigate to the Planner Workbench in the Instance : Organization TST:M1.

(N) Supply Chain Plan > Workbench

2. Select plan XX_Unconstr.

3. Find Item AS66331 in the Planner Workbench navigator.

4. View the horizontal plan and projected available balance graph for some items in the supply chain bill.

5. View Planner Workbench preferences.

6. View supply and demand information for some items in the supply chain. For pegging, follow the pegging tree for supplies and demands in different organizations and verify that the planning process followed the supply chain bill.

7. Look at detailed information about some items in the plan.

8. Find the Supply/Demand fields that relate to date. Look first at fields that display in the Supply/Demand window. Then look at those that do not display; differentiate between those that seem to relate to demands and those that relate to supplies.

9. Make a folder for your use in which you sort records by Sugg Due Date.

10. View only the supply information and only the demand information for some items in the supply chain.

11. View resource information in the supply chain.

12. View requirements against some resources.

13. View availability of some resources.

14. View safety stock information for item AS66311 in organization D2.



15. View key indicators for the plan and some organizations, item categories, and items in the supply chain.



Solution – Researching Planning Results

1. From the Advanced Supply Chain Planner responsibility, navigate to the Planner Workbench in the Instance : Organization TST:M1.

(N) Supply Chain Plan > Workbench

2. Select your plan.

View by = Organizations

Expand the Plans directory

Select your plan XX_Unconst.

3. Find Item AS66331 in the Planner Workbench navigator.

TST:M1 > COMPUTER.HANDHELD > AS66331

4. View the horizontal plan projected available balance for some items in the supply chain bill.

In the Planner Workbench navigator, highlight AS66331, and then click the Horizontal Plan icon, or right click AS66331, and then select Horizontal Plan > Detail from the right-click menu.

The Projected Available Balance in the first period is 758.



Notes:

Additional information: Item AS66311 item category is COMPUTER.HANDHELD Item CM66321 item category is COMPONENT.ELECTRICAL Item CM66326 item category is COMPONENT.MECHANICAL Item CM66331 item category is COMPONENT.ELECTRICAL Item CM66332 item category is COMPONENT.ELECTRICAL Item CM66333 item category is COMPONENT.ELECTRICAL Item SB66328 item category is ASSEMBLY.SUBASSY

5. View Planner Workbench preferences.

(M) Tools > Preferences



Notes:

On the Material Plan tab, change Show Graph to Yes.

Change the Supplies dropdown to Demands

Select the Sales Orders check box.

Click Save.

Close Preferences.

Return to the horizontal plan. Horizontal Plan > Detail



6. Return to Preferences.

On the Material Plan tab, change Show Graph to No.

On Demands, deselect the Sales Orders check box.

Click Save.

7. Review the preference settings available on the remaining preferences tabs.

Capacity Plan



Notes:

Supplier Plan



Notes:



Transportation Plan

Notes:



Allocated ATP

Notes:



Gantt

Notes:



Other

Notes:



8. View supply and demand information for some items in the supply chain.

The Supply Demand (TST:M1) window opens.



9. For pegging, follow the pegging tree for supplies and demands in different organizations and verify that the planning process followed the supply chain bill.

The left most icon (Demand Pegging) is selected.

There are two on hand quantities 747 + 11 = 758 as shown in the horizontal plan.

In the first row, 673 units are tied to the planned order for 02-NOV. This leaves (747 – 673) = 74.

In the second row, the On Hand of 11 units is to be transferred from organization TST:D2. Therefore, 74 + 11 = 85 units are available toward filling the 700 planned order of 03-NOV.

In the third row, 615 units are pegged to the 03-NOV Planned Order. That quantity, plus the 85 on hand is sufficient to cover the 700 quantity of the planned order.



10. Select the Pegging Supply icon, which is the second icon from the left.

11. Look at detailed information about some items in the plan.

Right click an item number, and then select the Items > Items from the right-click menu.



Review the information on the Items context window

Use the buttons and the right-click menu options to find resource, component and supplier information.

Refer to your supply chain bill diagram in your search and update it with information that is significant to note.

Notes:



12. Find the Supply/Demand fields that relate to date. Look first at fields that display in the Supply/Demand window. Then look at those that do not display; differentiate between those that seem to relate to demands and those that relate to supplies.

Some fields that display and apply to demands are Sugg Due Date and New Date

Notes:

Some fields that display apply to supplies are Sugg Due Date and Implement Date

Right click the Order Number column, and the select Folder > Show Field from the right-click menu.

In the Show Field window, set Find = %dat%

Click Find.

The Show Field window lists available fields.



Notes:

Some fields that do not display and relate to demands are Need By Date and Promised Arrival Date.

Some fields that do not display and relate to supplies are Expiration Date and Sugg Dock Date



13. Make a folder for your use in which you sort records by Sugg Due Date.

With the Supply Demand window open, from the menu bar navigate: (M) Folder > New

The Save Folder window appears.

Set the Folder name = XX_Supply/Demand

In the Autoquery region, select the radio button for Ask each time

Select the Public check box.

Deselect the Open as Default check box.

Click (B) OK.

Notes:

From the menu bar navigate: (M) Folder > Sort Data

Select Suggested Due Date

Select Ascending

Select Run Query

Click OK.



Notes:

14. View only the supply information and only the demand information for some items in the supply chain.

From the Supply/Demand window, navigate (M) Tools > Supply

From the Supply/Demand window, navigate and (M) Tools > Demand

Notes:



15. View resource information in the supply chain.

From the Supply/Demand window, navigate (M) Tools > Resources.

Notes:



16. View requirements against some resources.

Use Planner Workbench context window Resource Requirements, accessible from the Resources window.

Click (B) Requirements.

The Resource Requirements (TST:M1) window appears.

Notes:

Close the Resource Requirements window.



17. View availability of some resources.

Use Planner Workbench context window Resource Availability, accessible from the Resources window.

Click Availability.

The Resource Capacity window appears.

Notes:

Close the Resource Capacity window.



18. View safety stock information for item AS66311 in organization D2.

Use Planner Workbench context window Safety Stock. Select a supply/demand row, right click, and select Items.

Notes:



The Safety Stock window is accessible from the Items window, click Safety Stock.

19. View key indicators for the plan and some organizations, item categories, and items in the supply chain.

In the Planner Workbench navigator, select the XX_Unconst plan, click the More icon, and select Key Indicators.



Notes:

Then, repeat using some organizations, item categories, and items.



lab3ea2y

Documents

view supply

item as66331

item as66311 item category

supply information

n supply chain plan

item categories

supply chain bill

plan results