K M Project

2200: Demand Planning Overview
Supply Chain Platform Training
Buyer Training July 2, 2007
Copyright 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
B2200 - 2
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. 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.
1 Buyer Supplier Planning Schedule
2.
Supplier Response
B2200 - 3
Process Workflow
Buyer Exostar Hub @ E2open Supplier
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 New Planning Schedule Notification to Supplier Responses by Supplier
Supplier Responses loaded
Status for the Schedule Response Item set to Sent by Supplier Planning Schedule Responses
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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
Planning Schedule
Header Header Sch Response Item/site Requirement
Schedule Agreement
Commit Sch Response Item/site Requirement Sch Response Item/site Requirement Commit
Schedule Agreement
Requirement
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Planning Schedule - Response

In many cases, Suppliers do not need to respond to buyers requirements if they 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 cannot provide a commit that matches 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 commitment date/quantity pairs.
Suppliers will be required to specify a Reason for not being able to match the date/quantity requirements.
Copyright 2005-2007 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential
B2200 - 6
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 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 Machine Reliability Tooling Issues Lack Of Capacity Shop Floor Planning Non Conformance Sub Tier Supply Failure Data Integrity Schedule Line Change Design Change Shipped Other - Please Specify A B C D E F G H I J S X
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SCP Process: Respond to a PS
Supplier Locates Planning Schedule
Supplier Reviews Commitments on Planning Schedule
No Changes
Finish
Changes
Supplier Updates PS
Supplier Sends Response to Buyer
Finish
B2200 - 8
Using Some New Terms
B2200 - 9
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.
A. Supply Path Item Dimensions
Material No.
Buyer
Site
Supplier Mat. No.
Supplier
B. Attributes For example: Unit Price and Delivery Address
Customer
Site
Item
Supplier
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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, or Inventory Status Cycle. This data is organized and aggregated in time-buckets.
2.
B2200 - 11
Overview of the MCV Page

3. Time Buckets 1. Information common to all items
5. Exception alert
4. PIT (Point-in-time) 2. Data Measures
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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
B2200 - 13
Navigating the Multi-Collab View (MCV) Page
B2200 - 14
MCV Page Supply Path Items

1. 2. One supply path item SCP displays up to 5 per page Scroll down to see more supply path items (2), or use left & right arrows to advance to the next page (3)
1 2
3
B2200 - 15
MCV Page Attributes

1. 2. 3. Supply Path Item Attributes describe the item in more detail, scroll left/right to view Use ( Use ( ) to expand visibility to attributes on the screen ) and then click on Attribute Detail to view more details of the supply path items data
B2200 - 16
MCV Page Data Measures & Time Buckets

1. Time Buckets each column on the right side represents a day, week or month Daily (green) 2. 3. Weekly (blue) Monthly (pink)
Data Measures each row in the supply path item is defined by a data measure 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.

1
B2200 - 17
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.
B2200 - 18
Legend for PS Highlighting
Supplier Response Mismatch Demand Change Schedule Change PDT/RT Change Status Status Past Due Past Due
Supplier Response differs from Schedule (Current) Demand differs from Previous Demand (Current) Schedule differs from Previous Schedule Current Planned Delivery Time (PDT) is different from previous PDT Supplier has viewed the collaboration Supplier has sent the collaboration to the Buyer The current date (today) is later than the Schedule Date (red shows the actual schedule date) The current date is later than the Schedule Date (yellow is all dates after the schedule date)
B2200 - 19
Data Measures
Data Measure
Prior Demand Demand Demand Change Prior Schedule Schedule Schedule Change Past Due Items
Type
Base DM Base DM Exception Base DM Base DM Exception Exception
View/Edit Capabilities
Buyer & Supplier read only Buyer Upload Buyer & Supplier read only Buyer & Supplier read only Buyer & Supplier read only Buyer & Supplier read only Buyer & Supplier read only Buyer & Supplier read only Previous demand quantity Current demand quantity
Description
Flagged for all time buckets where Demand Qty Prior Demand Quantity Previous schedule quantity Current schedule quantity Flagged for all time buckets where Schedule Qty Prior Schedule Qty 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 OR Commitment Date is earlier than Run Date Suppliers confirmation quantity Flagged for all time buckets where Response Qty Prior Response Qty Flagged for all time buckets where Planned Delivery/Response Time Prior Planned Delivery/Response 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
Supplier Response Schedule Response Mismatch PDT/RT Change
Base DM Exception Exception
Buyer read only Supplier read/write Buyer & Supplier read only Buyer & Supplier read only
Status
Exception
Buyer & Supplier read only
B2200 - 20
Working with the MCV Page
B2200 - 21
Navigating the MCV Page

1. 2. Enter the Start Date and End Date, and/or choose the Calendar. Click the Refresh button.
Note: This only resets the displayed view of data. It has no effect on data that was sent by the Buyer.
2. Refresh Button
1. Calendar View Selectors
B2200 - 22
Viewing PIT Details

1. 2. To view all Point In Time (PIT) Attributes for a data measure, click the data measure name. To view the PIT Attributes for a specific PIT, click the value in the PIT.
1
Supplier Reason Code Supplier Notes
B2200 - 23
Collab Details Menu

1. 2. Click the Collab Details ( related data. ) icon to see a menu that provides access to collaboration-
Click Attribute Detail to see the pop up window.
B2200 - 24
Accessing Items from My Workspace
B2200 - 25
My Workspace
1. 2. From the Navigation tree, click My Workspace. 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
B2200 - 26
My Workspace
4. 5. 6. From the resulting list, click the checkboxes that you want to view. Click the Multi Collab button. The selected supply path items are displayed on the MCV page (5 items per page)
5
B2200 - 27
Searching and Filtering for Supply Path Items
B2200 - 28
Accessing Supply Path Items

There are several methods you can use to access Long Term Planning Schedules (A), Standard Planning Schedules (B), or Inventory Status (C):
1 2 B 1 2
3 A
1. Filter is 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 items grouped by Category and Status
C 1 2
B2200 - 29
Searching for Planning Schedules

1. 2. 3. 4. 5. From the Navigation Tree, click [+] Demand Planning & Forecasting to expand the tree Click [+] Planning Schedules, for example Click the Search option to access the Search page Enter your search criteria Click the Search button to search for Collabs that match your criteria
1 2 3 4
5
B2200 - 30
Searching for Planning Schedules

7. 8. 9. From the list of supply path items that match your search criteria, select the checkboxes that you want to view Click the View button (scroll right and down to see button) 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.
8
B2200 - 31
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 Filter to access the Filter Parameters page
1 2 3
B2200 - 32
Filter Parameters page

A. You select from the Filter Parameter options 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 Filter Builder.
Search Box
Parameter List
A
Parameter Selector
Add All Button
B
Filter Display
Add Button
B2200 - 33

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. 7.
Click the Add button to add the items to the Filter Builder (A). 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
If you are not sure which items to select for a filter parameter (i.e. Customer Site) then click the Add All button.
B2200 - 34

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
B2200 - 35

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
10
B2200 - 36
Long Term Planning Schedules
B2200 - 37
Business Process
Buyers use Long Term Planning Schedules (LTPS) to communicate their long-term needs to their suppliers. The Long Term Planning Schedule is a reference document and suppliers are not expected to respond to it.
Buyer Planning Schedule Supplier
B2200 - 38
Process Workflow
Buyer
Collaboration Hub
Supplier
Long Term Planning Schedules
LTPS Request Schedules loaded
B2200 - 39
Publishing Schedule
Long Term Planning Schedules can be 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
Header Item/site
Sch. Agreement
Requirement
Sch. Agreement
Item/site
Item/site
Requirement
Requirement Requirement
B2200 - 40
SCP Process: Review a Long Term PS
Supplier Locates Long Term Planning Schedule
Supplier Reviews Commitments on Planning Schedule
Finish
B2200 - 41
Reviewing a Long Term Planning Schedule
B2200 - 42
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).
B2200 - 43
LTPS Data Measures

When a new Long Term Planning Schedule is uploaded, the existing Current Requirements data measures are rolled-over to become Previous Requirements and the new LTPS is published as the current data.
B2200 - 44
Data Measures
Data Measure Prior Demand
Type Base DM
View/Edit Capabilities Buyer and Supplier read only Buyer Upload
Description Previous Demand Quantity
Demand
Base DM Buyer and Supplier read only
Current Demand Quantity
Demand Change Prior Schedule Schedule
Exception Base DM Base DM
Buyer and Supplier read only Buyer and Supplier read only Buyer and Supplier read only
Flagged for all buckets where Demand Qty Prior Demand Qty Previous Schedule Quantity Current Schedule Quantity. Flagged: Red when schedule line item is new Green when Supplier views schedule line item
Status
Exception
Buyer and Supplier read only
B2200 - 45
End Demand Planning Overview
B2200 - 46

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2200: Demand Planning Overview

Supply Chain Platform Training

Buyer Training July 2, 2007

Proprietary and Confidential

Proprietary and Confidential

Proprietary and Confidential

Standard Planning Schedules

Supplier Responses loaded

Proprietary and Confidential

Header Header Sch Response Item/site Requirement

Proprietary and Confidential

Planning Schedule - Response

Planning Schedule - Response

Proprietary and Confidential

SCP Process: Respond to a PS

Supplier Locates Planning Schedule

Supplier Reviews Commitments on Planning Schedule

Supplier Sends Response to Buyer

Proprietary and Confidential

Using Some New Terms

Proprietary and Confidential

Supply Path Item

Supplier Mat. No.

B. Attributes For example: Unit Price and Delivery Address

Multi-Collab View (MCV) Page

Proprietary and Confidential

Overview of the MCV Page

4. PIT (Point-in-time) 2. Data Measures

Proprietary and Confidential

Multi Collab View (MCV) Page

Proprietary and Confidential

Navigating the Multi-Collab View (MCV) Page

Proprietary and Confidential

MCV Page Supply Path Items

MCV Page Attributes

Proprietary and Confidential

MCV Page Data Measures & Time Buckets

Example: There is a demand for (5) items on April 26, 2007.

Proprietary and Confidential

Prior Data Measures

Proprietary and Confidential

Legend for PS Highlighting

Proprietary and Confidential

Supplier Response Schedule Response Mismatch PDT/RT Change

Base DM Exception Exception

Buyer & Supplier read only

Proprietary and Confidential

Working with the MCV Page

Proprietary and Confidential

Navigating the MCV Page

1. Calendar View Selectors

Proprietary and Confidential

Viewing PIT Details

Proprietary and Confidential

Collab Details Menu

Click Attribute Detail to see the pop up window.

Proprietary and Confidential

Accessing Items from My Workspace

Proprietary and Confidential

Categories: High = New Medium = Viewed Low = Sent

Proprietary and Confidential

Searching and Filtering for Supply Path Items