A Day in the Life of a Planner
A Day in the Life of a Planner
Presenter: Vijay B. Dalmet
NorCal OAUG Training Day
January 21, 2009
Vision Packaged . Delivered
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A Day in the Life of a Planner
Structure of the Presentation
• Introduction of Idhasoft
• Why Does Planner Need a Change
• How Oracle ASCP Can Help?
• Implementation Constraints
• ASCP Implementation Details
• Planning After ASCP
• Sample Reports Service Value Chain
Copyright © 2009 Idhasoft Inc.. All Rights Reserved.
A Day in the Life of a Planner
Global Operations
$160M Services Company
1000+ Employees
200+ Oracle Consultants
ERP Solutions Supply Chain Solutions Technology Solutions Staffing
Toronto
Locations Boston
San Francisco New York
New Jersey
Los Angeles Atlanta
India
Delhi
Mumbai Hyderabad
Bangalore
Chennai
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A Day in the Life of a Planner
xORACLE Business Service Value Chain
Oracle ebusiness Oracle Fusion DW and Oracle Managed
Oracle Licensing
Suite Middleware OBIEE Support
Largestpractice at Idhasoft - $60M in annual revenues
One-Stop Shop
Licensing Service
ERP Implementation
SOA & Middleware Technologies
BI and Data Warehouse
Professional Services
Infrastructure & 24/7 DBA Services
Managed Services & India Development Center
R12 Implementation at Cortina
Cortina-Systems (fabless Semi)
R12 New Implementation (6 months; went live 1/1/08)
Financials, Manufacturing including OSFM
Supply-Chain (ASCP & GOP)
iProcurement & Trade Management (POS & Revenue Recognition)
BI (OBIEE for Order Fulfillment, Financials) – Went live on 9/15
Supplier Integration using Oracle SOA (B2B with Rosettanet) - Under progress
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A Day in the Life of a Planner
Why Does Planner Need a Change
How do I
Simplify My
Job?
Can I Get a
Better
Report?
I Need
More
Time
Planner
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A Day in the Life of a Planner
Why Does Planner Need a Change
Information Management and Processing
• Has to Work with Several Excel Data Sheets
• Manual Processing of the Data: Time Consuming and Prone to Errors.
• Supply Demand Picture Changes too Frequently
• Order Promise Date Difficult to Calculate and Difficult to Follow
• Supplier Can’t Deliver on Time. Needs to Know the Impact on Sales
Orders
• Uncertainty of Information
• Decision Making Latency
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A Day in the Life of a Planner
Why Does Planner Need a Change
Communication
• Way of Communication with the Concerned Departments of the
Company
• Needs to Expedite Supply for Sales Orders Likely to be Late
• Suppliers Need to Know in Advance How Much the Company is
Planning to Process Outside Processing Items for an Extended Period
of Time
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A Day in the Life of a Planner
How Oracle ASCP Can Help?
Will Oracle Advanced
Supply Chain
Planning Help Me?
Planner
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A Day in the Life of a Planner
How Oracle ASCP Can Help?
Features of ASCP to Solve the Problem
• Global Order Promising
• Late Order Report for Sales Orders
• Can Run Separate Plans and Reports for Sales Order ATP,
Manufacturing and Purchasing
• ASCP Plan Can be Run Based on ‘Enforce Demand Due Dates’ or
‘Enforce Capacity Constraints’
• Graphical Supply Chain Pegging to Identify and Resolve Problems
• Exception Messages
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A Day in the Life of a Planner
How Oracle ASCP Can Help?
Outside Processing Resources
• ERP Source Has Supplier Information
• Outside Processing Items Can be Associated with Suppliers
• ERP Source Has Outside Processing Resources with Lead Times
• ASCP Plan Capable of Calculating Resource Requirements. Can be
Used for Generating Outside Processing Resource Requirements
• All Above Features Can be Used for Creating a Report
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A Day in the Life of a Planner
Implementation Constraints
What About the
Constraints?
Planner
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A Day in the Life of a Planner
Implementation Constraints
Business Constraints
• Don’t Have Resources to Use More Tools Like Collaborative Planning
• Capacity Planning not Planned Until the Phase II of Implementation
• Implementation not Scoped for Major Customization
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A Day in the Life of a Planner
Implementation Constraints
System Constraints
• Outside Processing Items are not Handled the Same Way as
Purchased Items
• No Standard Report or Data for Forecast to the Suppliers
• ATP Calculations Consider the Reschedule Dates Suggestions of
Supply by ASCP Plan as Material Available Dates
• Standard Late Order Report Considers Reschedule Dates as Material
Availability Dates
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A Day in the Life of a Planner
ASCP Implementation Details
Teamwork
System Capability
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A Day in the Life of a Planner
ASCP Implementation Details
Planning Options
• Two Machine Implementation
• ATP Plan Solely Based on Sales Order Demand
• Manufacturing Plan Based on All Demands
• ATP and Manufacturing Plans Based on Enforce Demand Due Date
Constraint
• Purchasing Plan Based on All Demands (Optional, Unconstrained Plan)
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A Day in the Life of a Planner
ASCP Implementation Details
Minor Customization
• Small Customization to the Plan Output to Give ‘Scheduled Ship Date’
Based on Actual Completion Date of Supply
• Custom Program Run After ASCP Plan Run is Complete
• This Frees the Planner from Manual Intervention to the ATP date
Calculations
• Choice of Viewing Plan Output without Customization
• Custom Late Order Report
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A Day in the Life of a Planner
ASCP Implementation Details
Outside Processing Resources
• Enable ‘Calculate Resource Requirement’ Option for ASCP Plan
• Plan Computes OSP Resource Requirement Data Based on Demand
• ERP Source has OSP Supplier Information
• Utilized the Two Data Sources to Get a Combined Report. A Forecast
Report Can be Created for Suppliers Based on Company’s Production
Plan Data
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A Day in the Life of a Planner
Planning after ASCP
How Do I Use the
System?
Planner
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A Day in the Life of a Planner
Manufacturing Planning after ASCP
Activities of the Manufacturing Planner
• Periodic Forecast Upload in ERP Source
• On a Daily Basis, Run a ‘Vertical Plan’ report for ASCP Manufacturing
Plan
• Export the ‘Vertical Plan’ Report to MS Excel
• Follow ‘Planner Action’ on the Report: Release, Reschedule In,
Reschedule Out, Cancel, None
• Communicate with Shop Floor to Follow ‘Planner Actions’
• Change the Work Order Completion Dates Based on Feedback from
Shop Floor
• ‘Firm’ the Work Orders that Cannot be Rescheduled
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A Day in the Life of a Planner
Sample Vertical Plan Report for Manufacturing
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A Day in the Life of a Planner
Sample Late Order Report
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A Day in the Life of a Planner
Procurement Planning after ASCP
Activities of the Procurement Planner
• On a Daily Basis, Run a ‘Vertical Plan’ Report for a Relevant ASCP Plan
• Export the ‘Vertical Plan’ Report to MS Excel
• Follow ‘Planner Action’ on the Report: Release, Reschedule In,
Reschedule Out, Cancel, None
• Communicate with Suppliers to Follow ‘Planner Actions’
• On a Weekly Basis, Generate a Horizontal Forecast Report for
Suppliers and Forward it to Suppliers
• On a Weekly Basis, Get New Due Dates from Suppliers for Late
Supplies and ‘Firm’ the Due Dates in Oracle
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A Day in the Life of a Planner
Sample Vertical Plan Report for Purchasing
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A Day in the Life of a Planner
Sample Horizontal Forecast Report for Suppliers
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A Day in the Life of a Planner
Conclusion
The Planner has a Better Report. Planner’s Job is Simplified.
Planner has More Time.
The Planner’s Life has been Improved.
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A Day in the Life of a Planner
For a Planner, Change is Here
What can I do for you?
Planner
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A Day in the Life of a Planner
Thank You!
Questions?
[email protected]
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