R12.x Oracle Advanced Supply Chain Plann PDF

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R12.x Oracle Advanced
Supply Chain Planning
Fundamentals
Activity Guide
D60079GC10
Edition 1.0
August 2011
D73723
Copyright © 2011, Oracle. All rights reserved.
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Author
Jason Lansdowne

Technical Contributors and Reviewers
Rod Sernett, Moshin Lee, Roger Goossens, David Nelson, Lez Stodart
This book was published using: oracletutor

Table of Contents
R12.x Oracle Advanced Supply Chain Planning Fundamentals ..................................................................1-1

R12.x Oracle Advanced Supply Chain Planning Supplemental Practices......................................................1-3
Lesson 1 - Advanced Supply Chain Planning Overview ................................................................................1-4
Lesson 2- Planning Information and Planner Workbench ..............................................................................1-5
Practice - Copying Plans ............................................................................................................................1-6
Solution – Copying Plans ...........................................................................................................................1-7
Practice - Researching Data for Planning ..................................................................................................1-13
Solution – Researching Data for Planning..................................................................................................1-14

Practice - Researching Planning Results ...................................................................................................1-31
Solution – Researching Planning Results ..................................................................................................1-32
Lesson 3 - Unconstrained Plans ....................................................................................................................1-51
Viewing Unconstrained Plan Options .........................................................................................................1-52
Solutions: Viewing Unconstrained Plan Options ........................................................................................1-53
Lesson 4 - Demand and Supply .....................................................................................................................1-57

Practice - Reviewing Demand and Supply .................................................................................................1-58
Solution – Reviewing Demand and Supply ................................................................................................1-59
Lesson 5 - Modeling the Supply Chain...........................................................................................................1-65
Practice: Defining an Item Attribute Simulation Set....................................................................................1-66
Solutions: Defining an Item Attribute Simulation Set ..................................................................................1-68
Guided Demonstration - Sourcing ..............................................................................................................1-78
Practice - Modeling the Supply Chain ........................................................................................................1-80
Solution – Modeling the Supply Chain .......................................................................................................1-81
Lesson 6 - Collections....................................................................................................................................1-100
Practice - Viewing Collections ....................................................................................................................1-101
Solution – Viewing Collections ...................................................................................................................1-102
Lesson 7 - Analyzing Unconstrained Plans ....................................................................................................1-105
Practice - Analyzing Supply and Demand ..................................................................................................1-106
Solution – Analyzing Supply and Demand .................................................................................................1-107
Practice - Releasing Recommendations ....................................................................................................1-114
Solution – Releasing Recommendations....................................................................................................1-115
Lesson 8 - Constrained Plans ........................................................................................................................1-117
Practice - Setting Up Constrained Plans ....................................................................................................1-118
Solution – Reviewing Constrained Plans ...................................................................................................1-119
Lesson 9 - Querying Supply Chain Plan Information......................................................................................1-133
Practice - Filtering Exception Messages Using Queries.............................................................................1-134
Solution - Filtering Exception Messages Using Queries.............................................................................1-135
Practice - Order Query Setup and Process ................................................................................................1-137
Solution - Order Query Setup and Process ................................................................................................1-138
Lesson 10 - Constrained Enforce Capacity Constraints Plans .......................................................................1-142
Practice - Working with Enforce Capacity Constraints Plans I ...................................................................1-143
Solution – Working with Enforce Capacity Constraints Plans.....................................................................1-144
Practice - Working with Enforce Capacity Constraints Plans II ..................................................................1-150
Solution – Working with Enforce Capacity Constraints Plans II..................................................................1-151
Lesson 11 - Constrained Enforce Capacity Constraints with Decision Rules Plan.........................................1-152
Practice - Working with Decision Rule Plans..............................................................................................1-153
Solution – Working with Decision Rule Plans.............................................................................................1-154
Copyright © Oracle Corporation, 2011. All rights reserved.
R12.x Oracle Advanced Supply Chain Planning Fundamentals Table of Contents

i
Lesson 12 - Constrained Enforce Demand Due Dates Plans ........................................................................1-160
Practice - Working with Enforce Demand Due Date Plans.........................................................................1-161
Solution – Working with Enforce Demand Due Date Plans ........................................................................1-162
Lesson 13 - Cost-Based Optimized Plans......................................................................................................1-165
Practice - Working with Optimized Plans....................................................................................................1-166
Solution – Working with Optimized Plans...................................................................................................1-167
Lesson 14 - Global Forecasting .....................................................................................................................1-168
Lesson 15 - Integrating Advanced Supply Chain Planning with Other Oracle Applications ...........................1-169
Lesson 16 – Planning Strategies....................................................................................................................1-170
Practice - Performing Simulationss ............................................................................................................1-171


ii
Preface
Profile
Before You Begin This Course

• Basic knowledge of planning
• Basic knowledge of Oracle applications navigation
Prerequisites

• Oracle Inventory
• Oracle Engineering Bills of Material.
How This Course Is Organized

R12.x Oracle Advanced Supply Chain Planning Fundamentals is an instructor-led course
featuring lecture and hands-on exercises. Online demonstrations and written practice sessions
reinforce the concepts and skills introduced.

iii
Related Publications
Oracle Publications
Title Part Number
Oracle Advanced Planning Implementation and User’s Guide, Release 12 B31553-01

Additional Publications
• System release bulletins
• Installation and user’s guides
• Read-me files
• International Oracle User’s Group (IOUG) articles

• Oracle Magazine

iv
Typographic Conventions
Typographic Conventions in Text
Convention Element Example

Bold italic Glossary term (if The algorithm inserts the new key.
there is a glossary)
Caps and Buttons, Click the Executable button.
lowercase check boxes, Select the Can’t Delete Card check box.
triggers, Assign a When-Validate-Item trigger to the ORD block.

windows Open the Master Schedule window.
Courier new, Code output, Code output: debug.set (‘I”, 300);
case sensitive directory names, Directory: bin (DOS), $FMHOME (UNIX)
(default is filenames, Filename: Locate the init.ora file.
lowercase) passwords, Password: User tiger as your password.
pathnames, Pathname: Open c:\my_docs\projects
URLs,

URL: Go to http://www.oracle.com
user input,
User input: Enter 300
usernames
Username: Log on as scott
Initial cap Graphics labels Customer address (but Oracle Payables)
(unless the term is a
proper noun)
Italic Emphasized words Do not save changes to the database.
and phrases, For further information, see Oracle7 Server SQL Language
titles of books and Reference Manual.
courses, Enter user_id@us.oracle.com, where user_id is the
variables name of the user.
Quotation Interface elements Select “Include a reusable module component” and click Finish.
marks with long names
that have only This subject is covered in Unit II, Lesson 3, “Working with
initial caps; Objects.”
lesson and chapter
titles in cross-
references
Uppercase SQL column Use the SELECT command to view information stored in the
names, commands, LAST_NAME
functions, schemas, column of the EMP table.
table names
Arrow Menu paths Select File > Save.
Brackets Key names Press [Enter].
Commas Key sequences Press and release keys one at a time:
[Alternate], [F], [D]
Plus signs Key combinations Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]
Typographic Conventions in Code
Convention Element Example


v
Caps and Oracle Forms When-Validate-Item
lowercase triggers
Lowercase Column names, SELECT last_name
table names FROM s_emp;
Passwords DROP USER scott

IDENTIFIED BY tiger;
PL/SQL objects OG_ACTIVATE_LAYER
(OG_GET_LAYER (‘prod_pie_layer’))
Lowercase Syntax variables

CREATE ROLE role
italic
Uppercase SQL commands and SELECT userid
functions FROM emp;
Typographic Conventions in Oracle Application Navigation Paths

This course uses simplified navigation paths, such as the following example, to direct you

through Oracle Applications.
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
This simplified path translates to the following:
1. (N) From the Navigator window, select Invoice then Entry then Invoice Batches
Summary.
2. (M) From the menu, select Query then Find.
3. (B) Click the Approve button.
Notations:
(N) = Navigator
(M) = Menu
(T) = Tab
(B) = Button
(I) = Icon
(H) = Hyperlink
(ST) = Sub Tab
Typographical Conventions in Oracle Application Help System Paths

This course uses a “navigation path” convention to represent actions you perform to find
pertinent information in the Oracle Applications Help System.
The following help navigation path, for example—
(Help) General Ledger > Journals > Enter Journals
—represents the following sequence of actions:
1. In the navigation frame of the help system window, expand the General Ledger entry.
2. Under the General Ledger entry, expand Journals.

vi
3. Under Journals, select Enter Journals.
4. Review the Enter Journals topic that appears in the document frame of the help system
window.


vii

viii
R12.x Oracle Advanced
Supply Chain Planning
Fundamentals
Chapter 1
R12.x Oracle Advanced Supply Chain Planning Fundamentals

Chapter 1 - Page 1

Chapter 1 - Page 2
R12.x Oracle Advanced Supply Chain Planning Supplemental
Practices


Chapter 1 - Page 3
Lesson 1 - Advanced Supply Chain Planning Overview

There are no Practices and Demonstrations in this Lesson

Chapter 1 - Page 4
Lesson 2- Planning Information and Planner Workbench


Chapter 1 - Page 5
Practice - Copying Plans
Overview
1. In this practice you make your own copy of an existing unconstrained plan. Your
Instructor will:
• Assign station names or numbers to each classroom computer station. Substitute that
station identifier wherever you see “XX” in these instructions.
• Demonstrate how to log on to the Oracle e-Business Suite.
• Provide the User Name and Password.

Tasks
2. Sign in to the Oracle E-Business Suite Portal.
User Name: _____________
Password: ______________

3. Navigate to the Supply Chain Plan Names form.
Responsibility: Advanced Supply Chain Planner
Organization: TST: M1
4. Navigate to the Copy Plan form.
5. Copy plan name: Unconstrnd to create plan name XX_Unconst.
6. Save and check your work.

Chapter 1 - Page 6
Solution – Copying Plans
1. Sign in to the Oracle E-Business Suite Portal.
User Name: _____________
Password: ______________

Notes:
The E-Business Suite portal appears:

Chapter 1 - Page 7
Notes:
2. In the Applications Navigator, from the Advanced Supply Chain Planner responsibility,
navigate to the Supply Chain Plan Names form.
• Click on the Advanced Supply Chain Planner link from the list of responsibilities
in the Navigator. The center portion of the page will display the menu that is
accessible to the Advanced Supply Chain Planner responsibility. (N) Supply
Chain Plan > Names
• The Organizations window appears in front of the Navigator – Advanced Supply
Chain Planner window.

Chapter 1 - Page 8
Notes:
3. Select TST: M1 Seattle Manufacturing. Click OK.

The Supply Chain Names (TST:M1) window appears.

Chapter 1 - Page 9
Notes:
4. Highlight plan Name Unconstrnd.

Click (B) Copy Plan
The Copy Plan form appears:

Chapter 1 - Page 10
Notes:
6. In the Destination region , enter the following information for your copy of the plan:
− Name: XX_Unconst
− Descripition: XX_Unconstrained Plan
− Plan Type: Manufacturing Plan
7. Click OK.
The Note window appears.
Note the request number: _________________

Click OK.
8. Verify completion of the ‘Copy Plan’ program:
(M) View > Requests
The Find Requests window opens.
(B) Find

Chapter 1 - Page 11
Locate your request id and verify the status. If your request is pending or running, click
the Refresh Data button. Your request should complete with Normal status. If you
receive an error, please notify your instructor.
(M) File > Close Form.
9. To check your work:
Reopen the Supply Chain Plan Names window. (N) Supply Chain Plan > Names
Scroll down the list to find your copy of the Unconstrnd plan.

Notes:
Close the Supply Chain Plan Names window.

Chapter 1 - Page 12
Practice - Researching Data for Planning
Overview
This practice covers finding and recording information about material and labor.
Tasks
1. From the Advanced Supply Chain Planner responsibility, navigate to the Planner
Workbench in the Instance: Organization TST:M1.
2. Select your plan xx_Unconst.

3. Find Item AS66311 in the Planner Workbench navigator while viewing by Organizations.
4. What organizations have AS66311 enabled? ________________________
5. View information about item AS66311.
6. What other information shows on the Items window? _________________________
_____________________________________________________________________
7. Look at the hidden fields in the Items window. Add the Description column.

8. View the supply chain for AS66331
9. Diagram the supply chain.
10. What are the components that make up AS66331 at M1 and what are their quantities per?
11. Where does M1 get SB66328?
12. What are the components that make up SB66328 at M2 and S1 and what are their
quantities per?
13. Where do all organizations M1, M2, and S1 get the CM components?
14. Where does D2 get AS66311?
15. View components information for some assemblies in the supply chain.
16. View operation information for some assemblies in the supply chain.
17. View resource information for some assemblies in the supply chain.
18. View the where used information for CM66331 in M2, then for other items in the supply
chain bill
19. View the capacity load ratio of a resource.
20. View the available capacity for a supplier/supplier site.

Chapter 1 - Page 13
Solution – Researching Data for Planning
Workbench in the Instance:Organization TST:M1.
(N) Supply Chain Plan > Workbench. If you are prompted to select an Instance/Org,
select TST:M1.
The Navigator window opens to either the Queries tab or the Plans tab, depending on
which has been configured as the default in the Preferences form.

Notes:

Chapter 1 - Page 14
2. Select the Plans tab.
The Plans tab opens to the View By Organizations.

Notes:
Change the View to View by Items.

Click the “+” icon to expand the Plans directory.

Chapter 1 - Page 15
3. Highlight your plan: XX_Unconst.

Notes:
4. Click the “+” icon to expand your plan.

The Plan item categories and descriptions appear.

Chapter 1 - Page 16
Notes:
5. Follow these instructions to find Item AS66311:

Expand directory XX_Unconst
Expand item category COMPUTER.VPADELITE
Expand item AS66311
Notes:

Chapter 1 - Page 17
6. Search the other organizations for AS66311. Which organizations have item AS66311
enabled?
− TST:M1
− TST: D2
7. View information about item AS66311 in TST:M1.
Click the TST:M1 node under item AS66311.
Click the Items icon
The Items (TST:M1) Window Appears.

8. What other information appears on the Items window?
BOM Item Type
Pegging,
Lead times
Order modifiers
Notes:
9. Add the Description column to the Items window display.

Right-click in the scrollable region of the Items window
Select Folder > Show Field
The Show Field window appears.

Chapter 1 - Page 18
Select Description.
Click OK.
Notes:
10. View the supply chain for AS66311:

Click (B) Supply Chain.
The Supply Chain Bill (TST:M1) window appears.
11. Diagram the supply chain. You will discuss in class.
Notes:

Chapter 1 - Page 19
12. What are the components that make up AS66311 at M1 and what are their quantities per?
CM66321, 1 per;
CM66326, 1 per; and
SB66328, 1 per

Notes:

13. Where does M1 get SB66328?
Transfer from TST:M2 and TST:S1
Notes:
14. What are the components that make up SB66328 at M2 and S1 and what are their
quantities per?

Chapter 1 - Page 20
CM66331, 1 per;
CM66332, 1 per; and
CM66333, 3 per
Return to Navigator > Plans Tab
Change the View By to Organization.
Expand the navigator tree to focus on item SB66328: Plans> XX_Unconstr > TST:M1 >
COMPUTER.VPADELITE > AS66311>SB66328.
Select SB66328. Click the Items icon.
Click (B) Supply Chain.
Expand the Supply Chain Bill: SB66328 > 100% Transfer From TST:M2 > 100% Make

At TST:M2.
Review the Supply Chain Bill of Materials for item SB66328 in TST:M2; then optionally
use the same steps to review the bill in S1.
Notes:

Chapter 1 - Page 21
15. Where do all organizations M1, M2, and S1 get the CM components?
− They buy them from suppliers

16. Where does D2 get AS66311?
− 100% Transfer from TST:M1
Return to Navigator > Plans Tab > XX_Unconstr > TST:D2 > COMPUTER.VPADELITE
> AS66311
Select the Items icon.
Click (B) Supply Chain
Expand AS66311.
Notes:
17. View components information for some assemblies in the supply chain.
Select AS66311 in org TST:M1.
Use Planner Workbench context window Components.

Chapter 1 - Page 22

Chapter 1 - Page 23
Notes:
Click OK
The Components (TST:M1) window appears.

Chapter 1 - Page 24
18. View operation information for some assemblies in the supply chain.
Use Planner Workbench context window Routing Operations.
Notes:
19. View resource information for some assemblies in the supply chain.
Use Planner Workbench context window Resources.

Chapter 1 - Page 25
20. View the where used information for CM66331 in M2, then for other items in the supply
chain bill.

Return to the Planner Workbench navigator, Plans tab.
Expand the nodes under your plan to find item CM66331 in org. M2
(XX_Unconst>TST:M2>COMPONENT.ELECTRICAL>CM66331)
Click on item CM66331
(I) More
Select Where Used from the list of values

(B) OK
The Where Used window is displayed:

Chapter 1 - Page 26
To help you locate some other items in the Supply Chain Bill, here is a list of the appropriate
categories that each item belongs to:
Item CM66332 => Item Category COMPONENT.ELECTRICAL
Item CM66333 => Item Category COMPONENT.ELECTRICAL
Item SB66328 => Item Category ASSEMBLY.SUBASSY
21. View the capacity load ratio of a resource.

In the Planner Workbench Navigator, View By = Resources
Expand directories under Plans, plan XX_Unconst.
Expand TST:M1.
Select, and then right-click a resource, such as MACHINE > MOLDING > INJECTMOLD
Select Horizontal Plan > Default from the right-click menu.

Chapter 1 - Page 27
Note row Capacity Load Ratio

Chapter 1 - Page 28
22. View the available capacity for a supplier/supplier site.
In the Planner Workbench Navigator, View By = Suppliers
Expand directories under Plans, plan XX_Unconstr.
Expand a supplier/supplier site node, such as Allied Manufacturing (SAN JOSE-ERS) by
clicking the ‘+’ sign to the left.
Expand the category COMPONENT.ELECTRICAL, then select Item CM66321. Right
click on the item and select Horizontal Plan > Default.
Note the Available Capacity row.

Chapter 1 - Page 29

Chapter 1 - Page 30
Practice - Researching Planning Results
Overview
This practice covers researching plan results.
Tasks
Workbench in the Instance:Organization TST:M1.
− (N) Supply Chain Plan > Workbench
2. Select plan XX_Unconstr.

3. Find Item AS66311 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.

Chapter 1 - Page 31
Solution – Researching Planning Results
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 AS66311 in the Planner Workbench navigator.

TST:M1 > COMPUTER.VPADELITE > AS66311
4. View the horizontal plan projected available balance for some items in the supply chain bill.
In the Planner Workbench navigator, highlight AS66311, and then click the Horizontal
Plan icon, or right click AS66311, and then select Horizontal Plan > Detail from the right-
click menu.
− The Projected Available Balance in the first period is 727.

Note: The quantities and the dates in the classroom environment may not match those in
the screenshot below.
Notes:
Additional information:
− Item AS66311 item category is COMPUTER.VPADELITE
− Item CM66321 item category is COMPONENT.ELECTRICAL
− Item CM66326 item category is COMPONENT.MECHANICAL

Chapter 1 - Page 32
− 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

Chapter 1 - Page 33
6. Review the preference settings available on the remaining preferences tabs.
Capacity Plan

Chapter 1 - Page 34
Notes:
Supplier Plan

Chapter 1 - Page 35
Notes:

Chapter 1 - Page 36
Transportation Plan

Notes:

Chapter 1 - Page 37
Allocated ATP

Notes:

Chapter 1 - Page 38
Gantt

Notes:

Chapter 1 - Page 39
Other

Notes:
7. View supply and demand information for item AS66311.

From the Planner Workbench navigator, select View By Items
Expand the tree: Plans > XX_Unconst > COMPUTER.VPADELITE > AS66311
Select item AS66311, then right-click and select Supply and Demand > Supply and
Demand
The Supply/Demand (TST:M1) window opens.

Chapter 1 - Page 40
8. 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.
The quantity available is 727, as shown in the horizontal plan.
9. Click on a row in the Supply/Demand form for an item with a planned order and then select
the Pegging Supply icon, which is the second icon from the left.

Chapter 1 - Page 41
10. Look at detailed information about some items in the plan.
Right click item AS66311, 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:

Chapter 1 - Page 42
11. 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.

Notes:
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.

Chapter 1 - Page 43
Notes:
12. Click (B) Cancel.

13. 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

Chapter 1 - Page 44
Notes:
14. View resource information in the supply chain.

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

Chapter 1 - Page 45
Notes:
15. 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.
16. View availability of some resources.

Use Planner Workbench context window Resource Availability, accessible from the
Resources window.
Click Availability.
The Resource Capacity window appears.

Chapter 1 - Page 46
Notes:
Close the Resource Capacity window.
17. 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.

Chapter 1 - Page 47
Notes:
The Safety Stock window is accessible from the Items window, click Safety Stock.

Chapter 1 - Page 48
18. 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.

Chapter 1 - Page 49
Notes:
Then, repeat using some organizations, item categories, and items.

Chapter 1 - Page 50
Lesson 3 - Unconstrained Plans


Chapter 1 - Page 51
Viewing Unconstrained Plan Options
Overview
This practice covers viewing unconstrained plan options.
Tasks
Instance:Organization TST:M1
1. From the Advanced Supply Chain Planner responsibility, navigate to the Plan Options

window in the Instance:Organization TST:M1.
(N) Supply Chain Plan > Options
2. Select your plan, XX_Unconst.
3. In the Main tabbed region, what are the values of:
Planned Items _________________

Material Scheduling Method _________________
Assignment Set _________________
Demand Priority Rule _________________
Overwrite _________________
Append Planned Orders _________________
Schedule By _________________
Enable Pegging _________________
4. In the Organization tabbed region, what are the values of:

Organizations _________________
Net WIP _________________
Net Reservations _________________
Net Purchases _________________
Plan Safety Stock _________________
Demand Schedules _________________
5. In the Constraints tabbed region, what are the values of:

Constrained Plan _________________
Calculate Resource Requirements _________________

Chapter 1 - Page 52
Solutions: Viewing Unconstrained Plan Options
Responsibility = Advanced Supply Chain Planner
Instance:Organization = TST:M1
1. From the Advanced Supply Chain Planner responsibility, navigate to the Plan Options
window in the TST:M1 Instance:Organization.
2. On the Find Plan window, select your plan XX_Unconst.

Notes:
Click OK.

Chapter 1 - Page 53
3. The Plan Options (TST:M1) window opens to the Main tab.

Notes:
In the Main tabbed region, what are the values of:

− Planned Items _________________
− Material Scheduling Method _________________
− Assignment Set _________________
− Demand Priority Rule _________________
− Overwrite _________________
− Append Planned Orders _________________
− Schedule By _________________
− Enable Pegging _________________

Chapter 1 - Page 54
4. In the Organization tabbed region, what are the values of:

Notes:
Organizations _________________
Net WIP _________________
Net Reservations _________________
Net Purchases _________________
Plan Safety Stock _________________
Demand Schedules _________________

Chapter 1 - Page 55
5. In the Constraints tabbed region, what are the values of:

Notes:
Constrained Plan _________________

Calculate Resource Requirements _________________

Chapter 1 - Page 56
Lesson 4 - Demand and Supply


Chapter 1 - Page 57
Practice - Reviewing Demand and Supply
Overview
This practice covers reviewing demand and supply information.
Tasks
1. Navigate to the Planner Workbench window.

2. Select plan XX_Unconstr.
3. In the Planner Workbench navigator, select item AS66331 in organization TST:M1 while
viewing by Organizations.
4. View the planned orders and their demands for item in AS66311 in organization M1.
5. In plan XX_Unconstr, view on-hand for AS66311.

6. View the scheduled receipts (buy from) for items in plan XX_Unconstr.
7. View the scheduled receipts (make at) for items in plan XX_Unconstr.
8. View the scheduled shipments (transfer from) for items in plan XX_Unconstr.
9. View sales orders and forecasts for AS66311.
10. View consumption against a forecast for AS66311.
11. In plan XX_Unconstr, view pegging for an AS66311 demand.

Chapter 1 - Page 58
Solution – Reviewing Demand and Supply
1. From the Advanced Supply Chain Planner responsibility, Instance:Organization TST:M1,
navigate to the Planner Workbench window.
(N) Supply Chain Plan > Workbench > (T) Plans
2. On the Plans tab of the Navigator window,
Expand plan XX_Unconstr
3. Expand Instance: Organization TST:M1

Select item AS66311

Chapter 1 - Page 59
4. To view the planned orders and their demands for item in AS66311 in organization M1,
select the Supply/Demand icon.

Notes:
5. In plan XX_Unconstr, view on-hand for AS66311.

Navigate Tools > On Hand.
The On hand (TST:M1) window appears.

Chapter 1 - Page 60
Notes:
Close the On hand inventory window.

6. View the scheduled receipts (buy from) for items in plan XX_Unconstr.
In organization TST:M1, expand plan XX_Unconst to a buy item, such as
COMPONENT.ELECTRICAL>CM66321.
Click the Supply/Demand icon.
Select the item.
Navigate (M) View > Find.
The Find Supply/Demand window appears.

Chapter 1 - Page 61
Set the following values:

− Criteria = Order Type
− Condition = Among
− Among = Purchase requisition, Purchase order
(B) Click Find.
Purchase requisitions and purchase orders for the selected item appear in the
Supply/Demand window.
Close the Supply/Demand window.

Chapter 1 - Page 62
7. View scheduled receipts (make at) for items in plan XX_Unconstr:
Expand plan XX_Unconstr to a make item, such as COMPUTER.VPADELITE >
AS66311.
Select the item.
Navigate (M) View > Find…
− Condition = Equals
− From = Work Order
8. View the scheduled receipts (transfer from) for items in plan XX_Unconstr

− Expand plan XX_Unconstr to item AS66311 under org TST:D2.
− Click icon Supply/Demand
− Select the item
− (M) View > Find…

− Condition = Equals
− Among = In-transit Shipment
9. To view sales orders and forecasts for AS66311 under org TST:D2.
The Supply Demand (TST:M1) window appears.
Navigate (M) Tools > Demand.
The Demand (TST:M1) window appears.
10. To view consumption against a forecast for AS66311.

Highlight a row that has Order Type: forecast

Chapter 1 - Page 63
Right click the forecast, and then select Consumption Details from the right-click menu.

The Consumption Details window appears.
Close the Consumption Details window.

11. Returning to the Demand window for plan XX_Unconstr, item AS66311, view pegging for a
demand.
Highlight a row for a Demand.
In the Pegging region, expand the pegging tree and view each entry.
See also Solution steps # 8, 9, and 10 in the Practice – Researching Planning Results.

Chapter 1 - Page 64
Lesson 5 - Modeling the Supply Chain


Chapter 1 - Page 65
Practice: Defining an Item Attribute Simulation Set
Overview
In this practice you:

• Create a new Item Attribute Simulation Set.
• Modify an existing Item Attribute Simulation Set.
• Use the Plan Options form to assign the new Item Attribute Simulation Set to a plan.
Tasks

Instance:Organization TST:M1
1. From the Advanced Supply Chain Planner Responsibility, navigate to the Item Attributes
Mass Maintenance window.
2. Create a new simulation set. Navigate to return to the Item Attributes Mass Maintenance

window.
3. Enter the following information:
Item Simulation Set Name: XX_Increase LT
Description: Increase LT by 20% for Buy Items.
4. In the Find region, select the All radio button.
Click (B) Find.
5. In the Find Items window, set the following Criteria / Condition / From values:
Original Make or Buy / Equals / Buy
Original Planner / Equals / J. Smith
Org(anization) / Equals / TST:M1
Original Processing LT / Less Than / 25
Item / Starts with / CM66
6. In the selection table, select several items, such as CM66321, CM66333, and CM66326.
7. In the Item attributes available for update region, set the following Attribute Name /
Condition / Attribute Values:
Processing LT / Increase Original by Percentage / 20
8. Find your existing Item Simulation Set Name. Find items that match the following Criteria /
Condition / From values:
Org(anization) / Equals / TST:M1
Processing LT / Greater Than / 2
9. You can modify this simulation set.
10. In the Item attributes available for update region enter the Attribute Name for an attribute
that you want to update, such as:
Attribute Name: Post processing. LT.
Condition: Set value to
Attribute Value: 6

Chapter 1 - Page 66
11. From the Advanced Supply Chain Planner responsibility, navigate to the Plan Options for
your XX_Uncontr plan in Instance:Organization TST:M1.
Select your plan
12. In the Item Simulation Set field, select your simulation set.
Save your work.


Chapter 1 - Page 67
Solutions: Defining an Item Attribute Simulation Set
1. From the Advanced Supply Chain Planner Responsibility, navigate to the Item Attributes
Mass Maintenance window.
− Setup > Item Attribute Mass Maintenance
The Item Attribute Mass Maintenance window appears.

Notes:

Chapter 1 - Page 68
2. Enter the following information:
Item Simulation Set Name: XX_Increase LT
Description: Increase LT by 20% for Buy Items.
3. In the Find region, select the All radio button.

Click (B) Find.
4. In the Find Items window, set the following Criteria / Condition / From values:
− Original Make or Buy / Equals / Buy

− Original Planner / Equals / J. Smith
− Org(anization) / Equals / TST:M1
− Original Processing LT / Less Than / 25
− Item / Starts with / CM66
Click (B) Find

The Item Attributes Simulation Set window populates.
5. In the selection table, select several items, such as CM66321, CM66333, and CM66326.
6. In the Item attributes available for update region, set the following Attribute Name /
Condition / Attribute Values:
− Processing LT / Increase by Percentage / 20
Click (B) Apply.
Close the Item Attributes Maintenance window.

Chapter 1 - Page 69
Notes:
7. Find the Simulation Set that you just created.

Open the Item Attribute Mass Maintenance Form. (N) Setup > Item Attribute Mass
Maintenance.
(M) View > Find
From the list of values select XX_Increase LT
(B) OK
In the Find Items region, select All
(B) Find. The Find Items window opens.
Input the following values for the Criteria/Condition/From Values:
Organization / Equals / TST:M1
Original Processing LT / Less Than / 25
Item / Starts With / CM66

Chapter 1 - Page 70
(B) Find
The Items region of the form is populated with the Items that meet the criteria.
Scroll through the list of items. The magenta text color indicates that these records have
already been modified.
For example, the original Processing Lead Time for several items is 20. The Processing LT
for this simulation set for those same items is 24, which is a 20% increase in lead time.
8. Use Query functionality to find your existing Item Simulation Set Name.
Press the <F11> key.
In the Item Simulation Set Name field, type “%”.

Press <Cntl> <F11>.
The Item Simulation Set Name field populates with the first of several retrieved
simulation sets. The example used for creating the solution screen captures is:
− Item Simulation Set Name: XX_Increase LT
− Description: Increase LT by 20% for Buy Items

Work with your Item Simulation Set Name.
To find already updated items in the simulation set, in the Find Items region, select the
All radio button.
Click (B) Find.
The Find Items window appears in front of the Item Attribute Mass Maintenance window.
Set the following Criteria / Condition / From values:
− Original Make or Buy / Equals / Buy
− Original Planner / Equals / J. Smith
− Org(anization) / Equals / TST:M1
− Original Processing LT / Less Than / 25
− Item / Starts with / CM66

Chapter 1 - Page 71
Notes:

Click (B) Find.
The Item Attribute Mass Maintenance window populates.

Chapter 1 - Page 72
Notes:
The magenta text font color indicates that these records have already been modified.
For example, the original Processing Lead Time for several items is 20. The Processing
LT for this simulation set for those same items is 24, which is a 20% increase in lead
time.
9. You can modify this simulation set. Select the check box for a few items, such as CM66321
and CM66331.
10. In the Item attributes available for update region enter the Attribute Name for an attribute
that you want to update, such as:
− Attribute Name: Post processing. LT.
− Condition: Set value to
− Attribute Value: 6

Chapter 1 - Page 73
Notes:
Click Apply.
The attribute values are modified for this simulation set. The Original value is not

updated.

Chapter 1 - Page 74
Notes:
11. Close the Item Attributes Mass Maintenance window. From the Advanced Supply Chain
Planner responsibility, navigate to the Plan Options for your XX_Uncontr plan in
Instance:Organization TST:M1.
− Supply Chain Plan > Options

The Find Plan window appears.

Notes:
Select your plan, and then click OK.

The Plan Options window appears for your plan.

Chapter 1 - Page 75
12. In the Item Simulation Set field, select your simulation set.

Notes:
Save your work.

Close the Plan Options window.

Chapter 1 - Page 76

Chapter 1 - Page 77
Guided Demonstration - Sourcing
Overview
This lecture demonstration covers sourcing.
Tasks
1. Navigate to the Planner Workbench form:
2. Select the Plan Tab.

3. Expand the Plans directory:
Plans directory
Plan XX_Unconst
Instance:Organization TST:D2
Item Category: COMPUTER.VPADELITE

4. To view the sourcing for item AS66311 in organization D2:
Select item AS66311
5. Click the Sources button.
Allocating Demand to Suppliers

6. View the Sourcing Rule form:
(N) Sourcing > Sourcing Rules
The Sourcing Rule (TST:M1) window appears.
7. From the menu bar, navigate:
(M) View > Find
The Sourcing Rules / BOD window appears.
8. Demonstrate how to define a rank for each source of supply named in the sourcing
rules. You can then define a sourcing percentage for each source within a rank,
allowing you to allocate a portion of the total orders to each source.
Sourcing Splits
9. Specify the sourcing Allocation Percentages in the Sourcing Rule form using the
Allocation % field.
10. Review some of the System Profile Options that impact sourcing.
Change your responsibility to System Administrator.
(N) Profile > System.
When the Find System Profile Values window opens, enter MSO%Sourcing% in the
Profile field and click (B) Find.
One of the profile options that you will retrieve will be MSO: Sourcing Allocation
Window. The default is set to 7 days. The Sourcing Allocation Window profile is used
to specify a length of time (in days) used to satisfy allocation percentages. The
sourcing constraints are enforced in a rolling horizon manner, in multiples of the
Sourcing Allocation Window.

Chapter 1 - Page 78
11. Query some additional profile options which affect the behavior of sourcing splits, for
example:
MSC: Sourcing Variance Tolerance – can be used to specify the tolerance band for
the difference between the user-specified allocation percentages and the plan-
derived allocation percentages. If the difference is greater than the tolerance, then an
exception is triggered.
MSC: Start Date Offset for Sourcing History (in months) – can be used to specify a
global allocation percentages start date from which the sourcing history is collected
and accumulated for making sourcing decisions. The default value is Null (the
system collects all history if the collection parameter Recalculate History is set to
Yes).

Bills of Distribution
12. Access the Bills of Distribution form:
(N) Supply Chain Planning > Sourcing > Bills of Distribution
13. Assign bills of distribution to:
Items

Item in an organization
Categories of items in organizations
Organization
Instances

Chapter 1 - Page 79
Practice - Modeling the Supply Chain
Overview
This practice covers modeling the supply chain.
Tasks
1. View instance/organization codes.

3. Select plan XX_Unconst.
4. View the sourcing for item AS66311 in organization D2
5. Where does AS66311 come from?
6. What type of rule sets this sourcing and what is it’s name?

7. View the sourcing rule.
8. View the sourcing for item AS66311 in organization M1.
9. Where does AS66311 come from?
10. What type of rule sets this sourcing and what is its name?
12. View the sourcing for item CM66321 in organization M1.
13. Where does CM66321 come from?
15. What is the allocated order quantity from each supplier of CM66321?
17. What is the assignment set for plan XX_Unconst?
18. View the assignment set and the entries for AS66311 in TST:D2 and TST:M1, CM66321 in
TST:M1, and any other items that you want.
19. Using your supply chain bill diagram, view the sourcing for the supply chain bill that begins
with item AS66311 in organization D2:
20. View sourcing information for some items in the supply chain.
21. View destination information for some items in the supply chain.
22. View the supplier capacity against CM66321 and any other items that you want.
23. View the lead times of AS66311 in organization M1 and any other items that you want.
24. View time fences for items in the AS66311 supply chain.
25. View in-transit lead times for the organizations in the AS66311 supply chain.

Chapter 1 - Page 80
Solution – Modeling the Supply Chain
(N) Other > Change Instance/Organization

Notes:
The practices in this course are designed to work with Instance: Organization TST:M1.
Select TST:M1.
(B) Click OK.
2. View collected data for some of the entities in the SB66328 supply chain:
Navigate to the Planner Workbench navigator. (N) Supply Chain Plan > Workbench.
3. Select the Plans Tab.
Expand:
− Plans directory
− Plan XX_Unconst
− Instance:Organization TST:D2

Chapter 1 - Page 81
− Item Category: COMPUTER.VPADELITE
4. To view the sourcing for item AS66311 in organization D2:
Select item AS66311

Notes:
(B) Click Sources

The Sources (TST:M1) window appears.

Chapter 1 - Page 82
5. Where does Item AS66311 come from? Answer: Transfer from Organization M1.
Sourcing tabbed region > Source Org = TST:M1
Assignment Information tabbed region > Assignment Type = Transfer from
Notes:

Chapter 1 - Page 83
6. What type of rule sets this sourcing and what is it’s name? Answer: Sourcing Rule name
Xfer-M1.
Sourcing tabbed region > Source Type = Sourcing Rule
Assignment Information tabbed region > Sourcing Rule Type = Item
Assignment Information tabbed region > Sourcing Rule Name = Xfer-M1
Close the Sources window.
Close the Items window.
Close the Navigator window.

7. View the Sourcing Rule.
(N) Sourcing > Sourcing Rules. The Sourcing Rule (TST:M1) window appears.
From the menu bar, navigate:
− (M) View > Find
The Sourcing Rules / BOD window appears.

Select Xfer-M1, and then (B) click OK.
The Sourcing Rule (TST:M1) window populates

Chapter 1 - Page 84
Notes:
8. View the sourcing for item AS66311 in organization M1.

Navigate to the Planner Workbench navigator
Expand directory Plans
Expand plan XX_Unconst
Expand organization TST:M1
Select item AS66311
Click Sources
Select the Assignment Information tabbed region.

Chapter 1 - Page 85
9. Where does AS66311 come from? Answer: Make at organization M1.
Assignment Information tabbed region > Assignment Type Make At
Sourcing tabbed region > Source Org TST:M1)
10. What type of rule sets this sourcing and what is its name?
Sourcing tabbed region > Source Type = ___________________
Assignment Information tabbed region > Sourcing Rule Type = __________________
Assignment Information tabbed region > Sourcing Rule Name = __________________
(M) File > Close Form, and then to click OK when prompted to Close the Workbench.

Select M-M1, and then (B) click OK.
The Sourcing Rule (TST:M1) window populates
Notes:

Chapter 1 - Page 86
12. View the sourcing for item CM66321 in organization M1.
Expand organization M1
Select item category COMPONENT. ELECTRICAL
Select item CM66321
Click Sources
13. Where does CM66321 come from?

Buy from (Assignment Information tabbed region > Assignment Type) Allied
Manufacturing/SAN JOSE-ERS, rank 1 and Industrial Dressler, rank 2 (Sourcing tabbed
region > Supplier/Supplier Site, Rank)
Notes:

Chapter 1 - Page 87
Sourcing tabbed region > Source Type = Sourcing rule
Assignment Information tabbed region > Sourcing Rule Name B-Allied/Industrial
15. What is the allocated order quantity from each supplier of CM66321?
Sourcing tabbed region > Allocated Qty

Chapter 1 - Page 88
(M) View > Find
Select B-Allied/Industrial
Notes:

17. What is the assignment set for plan XX_Unconst?
On the Find Plan window, select XX_Unconst
In the Main tabbed region, Assignment Set = TST:Supplier Scheduling
Notes:

Chapter 1 - Page 89
18. View the assignment set and the entries for AS66311 in TST:D2 and TST:M1, CM66321 in
TST:M1, and any other items that you want.
In the previous instruction, from the Main tabbed region of Plan Options for the
XX_Unconst plan field, we determined that the Assignment Set = TST:Supplier
Scheduling.
In Instruction 10, we determined that for AS66311 in TST:M1
− Sourcing Rule Type: Item-Org
− Sourcing Rule Name: M-M1
− (M) View > Find

− Select M-M1
The Sourcing Rule window appears.
− (B) Assignment Set
The Assignment Sets window appears. This sourcing rule is used in many assignment
sets.

Select TST:Supplier Scheduling and then click OK.
The TST:Supplier Scheduling Assignment set appears.
Set the cursor focus on the item/category field.
(M) View Find
− Item: AS66311
Click Find.

Chapter 1 - Page 90
Notes:

Chapter 1 - Page 91
19. To view the supply chain bill for item AS66311 in organization M1, navigate Sourcing > View
Supply Chain Bill.

Assignment Set: TST:Supplier Scheduling
Organization: TST:M1

Item AS66311
(B) Click View Indented Bill. The Object Navigator appears.

Chapter 1 - Page 92
20. View sourcing information for some items in the supply chain. Use Planner Workbench
context window Sources, accessible from the Items window.
From the Navigator, expand Plans > XX_Unconst > TST:M1 > COMPUTER.VPADELITE
> AS63311
Select AS66311, and then click the Items icon
On the Items (TST:M1) window, click (B) Sources.
21. View destination information for some items in the supply chain.
Use Planner Workbench context window Destinations, accessible from the Items

window. Navigate as shown in the previous instruction, except on the Items (TST:M1)
window, click (B) Destinations.
22. View the supplier capacity against CM66321 and any other items that you want.
View by = Items

Expand item category COMPONENT. ELECTRICAL
Expand item CM66321
Expand instance:organization TST:M1
Right-click Allied Manufacturing (SAN JOSE-ERS), and then select Supplier Information
from the right-click menu.
− View supplier capacity and supplier flexfences.

Chapter 1 - Page 93
Notes:
Repeat for Industrial Dressler (US HEADQUARTERS)

Item CM66321 item category is COMPONENT.ELECTRICAL

Chapter 1 - Page 94
23. View the lead times of AS66311 in organization M1 and any other items that you want.
View by = Items
Expand plan XX_Unconstr
Select item category COMPUTER.VPADELITE
Select item AS66311, and then click the Items icon

In organization M1:
− Preprocessing LT: 0
− Processing LT: 1
− Postproc. LT: 0
− Fixed LT: 0
− Variable LT: 0
In organization D2:
− Preprocessing LT: 0
− Processing LT: 5
− Postproc. LT: 0
− Fixed LT: 1
− Variable LT: 0
24. View time fences for items in the AS66311 supply chain.
View by = Items

Chapter 1 - Page 95
Select item category COMPUTER.VPADELITE
Select item AS66311, and then click the Items icon
On the Items window, click a cell in the Preprocessing LT column.
(M) Folder >Show Field…

Select Demand Time Fence Date, Demand Time Fence Days, Planning Time Fence
Date, and Planning Time Fence Days

Chapter 1 - Page 96
Notes:

Item CM66326 item category is COMPONENT.MECHANICAL
Item SB66328 item category is ASSEMBLY.SUBASSY
25. View in-transit lead times for the organizations in the AS66311 supply chain.
(N) Setup > Transit Times
Organization = TST:D2
Click Find
In the Shipping Networks region, select From Org = TST:M1
View details in the Ship Methods region.

Chapter 1 - Page 97
Check details for Organization = TST:M1 which receives from TST:M2 and TST:S1

Chapter 1 - Page 98

Chapter 1 - Page 99
Lesson 6 - Collections


Chapter 1 - Page 100
Practice - Viewing Collections
Overview
This practice covers viewing collections.
Tasks
1. Navigate to Collections Workbench.

2. View collected data for the items in the SB66328 supply chain.

Solution – Viewing Collections
1. Navigate to Collections Workbench.
(N) Collections > View Collected Data
2. View the collected data for some of the entities in the SB66328 supply chain.
View by = Items
Expand Plans > Collection > ASSEMBLY.SUBASSY > SB66328 > TST:M1

Select the TST:M1 node, and then click the Items icon.
Review the item information that has been collected. Is the leadtime information
available? Why or why not?
Return to the planner workbench navigator and click the Supply/Demand icon for item
SB66328 in TST:M1.
Review the supply and demand information that has been collected. What kinds of

supplies and demands are displayed? Did you see any planned orders? Why or why
not?
Return to the planner workbench navigator, and select item SB66328. Right-click and
select Resources>Resources. Review the resource availability and resource
requirements information that has been collected.
3. Review the resource availability and resource requirements information that has been
collected.

Click Items icon and review data, then Supply/Demand icon and review data.
For the department and resource of SB66328, right-click and select Resources from the
Resources menu. The Resources window appears.


Lesson 7 - Analyzing Unconstrained Plans


Practice - Analyzing Supply and Demand
Overview
This practice covers analyzing supply and demand.
Tasks

3. Re-view Planner Workbench Supply/Demand context window.
4. View exception messages for your unconstrained plan
5. Create an item personal query.
6. Create a resource personal query.

7. Create an exception personal query.
8. Create a supplier personal query.
9. Create exception personal queries using “days from today” criteria.
Responsibility: Manufacturing and Distribution Manager
Instance:Organization = M1
10. View exception sets.
11. In addition to exception sets, what other setting need to be in place for the planning engine
to issue exception messages?
12. View unconstrained exception messages Resource overloaded for resource CHIPMOUNT1
in organization S1. How often do the exception messages appear? When does the first
exception message occur?
13. Resolve one Resource overloaded exception message.
14. View unconstrained exception messages Supplier capacity overloaded for item CM66321 in
organization M1. How often do the exception messages appear? When does the first
15. Resolve one Supplier capacity overloaded exception message.

Solution – Analyzing Supply and Demand
2. Select plan XX_Unconstrnd.
View by = Items

Select plan XX_Unconst
3. Re-view Planner Workbench Supply/Demand context window.
Expand directories until you reach some items in the supply chain
Item CM66326 item category is COMPONENT.MECHANICAL

Item SB66328 item category is ASSEMBLY.SUBASSY
In the Planner Workbench navigator, click icon Supply/Demand
4. View exception messages for your unconstrained plan

View by = Actions
Select plan XX_Unconst and right-click Exceptions > Summary
View exception groups that pertain to this plan
Expand exception groups and double-click on exception message names to view the
exception messages for the plan
Navigate to the Planner Workbench navigator and re-select plan XX_Unconst
Click icon Exceptions. The Find Exceptions window opens.
Criteria = Planner
Condition = Equals
From = J. Smith
(B) Find
5. Create an item personal query.
Select tab Queries

Expand Personal Queries > Item
Click icon Create Query

Query Name = XX_Item Query
Criteria = Planner
Condition = Equals
From = J. Smith
Criteria = Organization
Condition = Equals
From = TST:M1
Click the Save button
Click Execute
Choose the plan name ‘XX_Unconst’
(B) OK
Select Item SB66328, then click icon Horizontal Plan to view the details.

6. Create a resource personal query.
Select tab Queries
Click Personal Queries > Resource
Query Name = XX_Resource Query
Criteria = Organization
Condition = Equals
From = TST:S1

Click Execute
Choose Plan XX_Unconst
(B) OK
Select Resource CHIPMOUNT1, then click icon Horizontal Plan
Return to the Planner Workbench navigator query results, Select Resource

CHIPMOUNT1, then click icon More
Select Resource Availability
7. Create an exception personal query.

Select tab Queries
Click Personal Queries > Exception
Query Name = XX_Exception Query
In the Exceptions region, select Resource overloaded
In the Criteria region, Criteria = Resource
Condition = Starts With
From = CHIPMOUNT
Click Execute
Choose Plan = XX_Unconst
(B) OK
Click Exception Resource overloaded
To view the Exception Details, click on the Resource Overloaded Exception, then right-
click and select Exceptions – All
8. Create a supplier personal query.

(T) Queries
Click Personal Queries > Supplier
Click the Create Query icon
Query Name = XX_Supplier Query

Criteria = Approved Supplier
Condition = Among
From = Advanced Network Devices, Industrial Dressler, Allied Manufacturing
Click OK to close the Among window.
Criteria = Planner
Condition = Equals
From = J. Smith
Click the Execute button
If prompted to choose a plan, select XX_Unconst and click OK.

Find the record for the supplier Allied Manufacturing for item CM66321 in TST:M1.
Select it then right-click and choose Supplier Information.
Responsibility: Manufacturing and Distribution Manager
Instance: Organization = TST:M1

9. View exception sets.
(N) Material Planning > Setup > Exception Set
(N) View > Find…
Select exception set ASCP and view the information.
Then, select exception set ES-ASCP (ES is CASE sensitive) and compare the
information to exception set ASCP.
10. In addition to defining the exception sets, what other setting need to be in place for the
planning engine to issue exception messages?
Each item assigned to an exception set.
Each resource assigned to an exception set.

11. View unconstrained exception messages Resource overloaded for resource CHIPMOUNT1
in organization S1. How often do the exception messages appear? When does the first
Select tab Plans
View By = Actions
Expand directory Plans.
Select plan XX_Unconst.
Expand version Current.
Expand exception group Material and Resource Capacity Exceptions.
Expand exception message Resource overloaded.
Expand instance:organization TST:S1
Expand department SURF MOUNT.
Right-click resource CHIPMOUNT1 and select Exceptions > Detail.

Note how often the messages occur.
Note the date of the first exception message.
12. Resolve one Resource overloaded exception message.

Navigate to the Exception Details window.
Select the exception message (not the first one).
Right-click and select Resource Availability.
Note when the resource works (shifts and hours) on the resource requirement date.
Right-click and select Resource Requirements.

Note how many resource requirements are scheduled on the resource requirement date.
Select one of them.
Click (B) Supply.
Find the source of the resource requirement.
Expand the pegging tree through the supply chain to determine the ultimate demand for

this resource requirement.
Navigate to the Planner Workbench navigator.
Right-click the resource and select Horizontal Plan > Default.
Note the resource overload on the resource requirement date.
At this point a planner might run a simulation to see the impact of the various
alternatives.
Select the original exception message.
Right-click and select Resource Availability.
Navigate to the Update Resource region, enter as many lines as you need.
Update Mode = Add Capacity
Enter From Date, To Date, Shift Num
13. View unconstrained exception messages Supplier capacity overloaded for item CM66321 in
organization M1. How often do the exception messages appear? When does the first
Select tab Plans.
View By = Actions
Expand exception group Material and Resource Capacity Exceptions.
Expand exception message Supplier capacity overloaded.
Expand instance: organization TST:M1.
Right-click item CM66321 and select Exceptions > Detail.
Note how often the messages occur.
Note the date of the first exception message.

14. Resolve one Supplier capacity overloaded exception message.
Click Supplier.
Note the supplier capacity for the requirement date.
Navigate to the Exception Details window and click Supply/Demand.
Note the quantity of the planned order due on the requirement date.
Expand the pegging tree through the supply chain to determine the ultimate demand for
this requirement.
Navigate to the Planner Workbench navigator .
View By = Suppliers

Expand directories until you reach the supplier from the exception message.
Right-click the item and select Horizontal Plan > Default.
View the horizontal plan for the requirement date.
Note the overload.

Decide whether to reduce the forecast, increase the supplier capacity, or source to
another supplier.
You decide to increase the supplier capacity. If you decide to reduce the forecast, you
need to do so in the source instance or in Oracle Demand Planning. If you decide to
source to another supplier, you can select another supplier when you release the
planned order. Or, you can reduce the quantity of this planned order, create a firm
planed order for the remaining quantity, select another supplier, and release. To affect a
permanent solution, change the approved supplier list sourcing information.
Select the original exception message.
Click Suppliers.
In the Supplier Capacity tabbed region, enter the new capacity.

Practice - Releasing Recommendations
Overview
This practice covers processing recommendations.
Tasks

3. Find the planned orders scheduled to start between two dates for planner J. Smith.
4. Release at least one make at and one buy from planned order. Change the quantity on one
of the planned orders that you release and change the date on another planned order that
you release.

Solution – Releasing Recommendations
Click on the XX_Unconst plan.

3. Find the planned orders scheduled to start between two dates for planner J. Smith.
Right-click plan XX_Unconst and select Supply and Demand>Supply
Click in Sugg Due Date of the first supply
(N) Folder > Show Fields…
Select Sugg Order Date

(N) View > Find…
Criteria = Planner
Condition = Equals
From = J. Smith
Criteria = Order Type
Condition = Equals
From = Planned order
Criteria = Suggested Order Date
Condition = Between
From = <your start date>
To = <your end date>
4. Release at least one make at and one buy from planned order. Change the quantity on one
of the planned orders that you release and change the date on another planned order that
you release.
For each order that you want to release, select For Release.
Navigate to the Release Properties tabbed region.
For at least one make at planned order, change Implement Date.
For at least one buy from planned order, change Implement Qty/Rate.
Click icon Save.
Right-click in a field in the Release Properties tabbed region and select Release.


Lesson 8 - Constrained Plans


Practice - Setting Up Constrained Plans
Overview
This practice covers reviewing constrained plans.
Tasks
1. View the constrained plan options.

2. Which type of plan is this?
3. Find and note at least five similarities or differences between the plan options for this plan
and your XX_Unconst plan in the Main, Aggregation, and Organizations tabbed regions.
4. View manufacturing, supplier, shipping, receiving, and carrier calendars.
5. Find a planned order for a make at item. Confirm that it meets lead times, resource hours,

and resource availability.
6. Find a planned order for a buy from item. Confirm that it meets lead times and supplier
capacity.
7. In general, if supplier capacity is 100 per day and you run a plan at 0001 hours, how much
capacity does the supplier show on the third day?

Solution – Reviewing Constrained Plans
(N) Supply Chain Plan > Names
Select plan Const-Cap.

Notes:
Click Plan Options.

Notes:

Navigate to the Constraints tabbed region.
− The Constrained Plan check box is selected.
− The Enforce Capacity Constraints radio button is selected.
Navigate to the Decision rules tabbed region.

− The Decision Rules check boxes are not selected.

Navigate to the Optimization tabbed region.
− The Optimize check box is not selected.
Answer: Therefore, the Plan Const-Cap is a Constrained - Enforce capacity constraints

plan without decision rules.
3. Find and note at least five similarities or differences between the plan options for this plan
and your XX_Unconst plan in the Main, Aggregation, and Organizations tabbed regions.
Notes:
4. Which View manufacturing, supplier, shipping, receiving, and carrier calendars.

− View by = Items
Expand the Plans directory.

Select plan Const-Cap.
(M) Tools > Work Dates…

Notes:
Select Work Dates. Click OK.

View the manufacturing calendar.
− Calendar Type = Manufacturing
− Scope = Organization
− Organization = TST:M1
− (B) Click Refresh

Notes:
View the supplier calendar.

− Calendar Type = Capacity
− Scope = Supplier
− Supplier = Allied Manufacturing
− Supplier Site = SAN JOSE – ERS
− Item = CM66321
− Click Refresh
View the shipping calendar from supplier.
− Calendar Type = Shipping
− Scope = Supplier/Supplier site
− Supplier = Allied Manufacturing
− Supplier Site = SAN JOSE – ERS
− Click Refresh
View the shipping calendar from other organization.
− Calendar Type = Shipping
− Organization = TST:S1
− Click Refresh

View the receiving calendar at other organization
− Calendar Type = Receiving
− Organization = TST:D2
− Click Refresh
5. Find a planned order for a make at item. Confirm that it meets lead times, resource hours,
and resource availability.
− View By = Items

Expand plan Const-Cap.
− Expand item category COMPUTER.VPADELITE.
− Expand item AS66311.
− Highlight, and then right-click instance: organization TST:M1. From the right-click
menu, select Items > Items.
− Note the Processing lead time: 1 day
(B) Click Routing Operations. For Instructor Use Only.

(B) On Routing Operations (TST:M1), highlight the row for Item CM66321. Click (B)
Resources.
− Note the resource usage for the resource. 0.008 hours per item
Notes:

Return to the Planner Workbench Navigator.
Right-click organization M1 under item AS66311 and select Supply/Demand > Supply.
Find a planned order against item AS66311, note the Suggested Due Date and Quantity.

Notes:
Calculate the resource load.

− (Routing resource usage per piece * Planned order number of pieces)
− (0.008 * 700) = 5.6 hours
Note: With the default environment settings, you may see routing resources as 0.0. To
correct this, change the decimal places setting under Tools > Preferences for the
default preference set under the Materials Plan tab.
Right-click the planned order and select Calendar > Organization Manufacturing
Calendar.
− Note whether the planned order is due on a workday.
− In this example, the Suggested Due Date is Wednesday, May 23, 2007, which is a
workday.

Return to the Supply window at organization M1 under item AS66311.
Notes:

Right-click the planned order and select Resource Requirements; note Start Date, End
Date, and Resource Hours.

Notes:
− Note whether Resource Hours meet your calculated resource load.

− If calculated resource load does not match resource hours, it may be because of
efficiency and utilization factors (Adjusted Resource Hours and Touch Time). A
mismatch also could occur when a plan schedules in days and modifies the
resource hours by the calculation 24 / Total Available hours, for example 24 / 16 =
1.5.
Return to the Planner Workbench Navigator.
− Highlight item AS66311 under M1, and then right-click and select Resources >
Resources.
− On the Resources form, click (B)Availability.
− On the Resource Capacity form, select the date that corresponds to the resource
requirement date.

Notes:
− Note the Total Available resource hours.

6. Find a planned order for a buy from item. Confirm that it meets lead times and supplier
capacity.
− View By = Items
Expand plan Const-Cap.
Expand item category COMPUTER.VPADELITE.
Expand item AS66311.
Expand organization M1.
Highlight, and then right-click component CM66321. From the right-click menu, select
Items > Items.

Notes:
− Note the Processing Lead Time is 20 days.

Highlight, and then right click item CM66321. From the right-click menu, select
Supply/Demand > Supply.
− Find planned orders against item CM66321.
Select the Sugg Due Date column
− (M) Folder > Show Field…
− Select Sugg Start Date
Select the Order Number column
− (M) Folder > Show Field…
− Select Source Supplier
− Select Source Supplier Site

Note the planned order start and due dates. ______________ ________________
− Right-click the planned order and select Calendar > Organization Receiving

Calendar.
− The planned orders start and are due on workdays

− The planned orders meet lead time
− Notice the planned orders are sourced from Allied Manufacturing, SAN JOSE-ERS
− Expand item category COMPONENT.ELECTRICAL

− Expand item CM66321
− Highlight, and then right click Allied Manufacturing. From the right-click menu, select
Supplier Information.

− The supplier capacity for the period of the planned orders is 400 per day
− The planned orders are within supplier capacity
7. In general, if supplier capacity is 100 per day and you run a plan at 0001 hours, how much
capacity does the supplier show on the third day?
− The supplier shows 200 on the third day. Supplier capacity is as of 0000 hours
each day. If the plan ran at 0001 hours, the first day shows no supplier capacity, the
second day 100, and the third day 200.

Lesson 9 - Querying Supply Chain Plan Information


Practice - Filtering Exception Messages Using Queries
Overview
This practice covers filtering exception messages using queries.
Assumptions
• Log on using the seeded Advance Supply Chain Planner responsibility.
• Your instructor will provide login information.
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.

Tasks


3. Create and execute a personal query named XX_FiltExcep to filter the following exception
messages for planner J.Smith:
Late replenishment for sales order
Sales order/forecast at risk due to material shortage
Items below safety stock
Past due orders

Solution - Filtering Exception Messages Using Queries

The practices in this course are designed to work with Instance: Organization TST:M1.
Select TST:M1.
(B) Click OK.
3. Create and execute a personal query named XX_FiltExcep to filter the exception messages
for planner J. Smith.
Click the Create Query icon. The Create Query window appears.

Input the following information in the Create Query window:
Query Name: XX_FiltExcept
Query Type: Exceptions
Exception= Late Replenishment for Forecast
Critera= Item
Condition=Starts With
From=AS
Exception=Past Due Orders
Criteria=Planner
Condition=Equals
From= J. Smith
Click the Save button.
Click the Execute button.
If prompted for a plan name, select Const-Cap and click OK.
(B) Click Save.
(B) Click Execute.

Practice - Order Query Setup and Process
Overview
This practice covers:
• Setting up order queries using Advance Supply Chain Planning Planner Workbench.
• Executing order queries.
Assumptions
• Log on using the seeded Advance Supply Chain Planner responsibility.
• Your instructor will provide login information.

• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks

3. Create a personal order query named XX_Order with the following criteria:
Criteria Condition From
Order type Equals Purchase order
Supplier Equals Advanced Network Devices
Suggested Dock Date Days From Today 10
Exception Name Equals Orders to be rescheduled in
Planner Equals J. Smith
4. Execute XX_Order manually.
5. Specify the Queries tabbed pane to be the default tab for the Planner Workbench.

Solution - Order Query Setup and Process

The practices in this course are designed to work with Instance: Organization
TST:M1. Select TST:M1.
(B) Click OK.

3. Create a personal order query named XX_Order

Click the Create Query icon. The Create Query window may appear (depending on
your how your workbench preferences have been set).
Input the following information in the Create Query window:
Query Name = XX_Order Query
Query Type = Orders
Name = Industrial Dressler (Reschedule Out)
Criteria = Order Type
Condition = Equals
From= Purchase Order

Criteria = Supplier
Condition = Equals
From = Industrial Dressler
Criteria = Exception Name
Condition = Equals
From = Orders to be Rescheduled Out
Criteria = Planner
Condition = Equals
From = J. Smith

(B) Click Save.
Close the Create Query window.

4. Execute XX_Order manually.
On the Queries tab, expand Personal Queries > Order

Select the XX_Order Query.
Click the Execute Query icon.
The Plans window appears:

Select XX_Unconst in the Name field.
(B) Click OK to run the query.
Note: It is possible that this query will not retrieve any records, if there are no Reschedule
Out messages in the plan that pertain to the specified supplier.


Lesson 10 - Constrained Enforce Capacity Constraints Plans


Practice - Working with Enforce Capacity Constraints Plans I
Overview
This practice covers working with enforce capacity constraints plans.
Tasks
Make a Copy of the Constrained Plan

2. Select plan 00_ECC and enter the information to copy the plan.

Work With the ECC Plan
4. Select plan XX_ECC.
5. Resolve one Material constraint exception message.
6. View Constrained - Enforce capacity constraints exception message Resource constraint for

resource CHIPMOUNT1 in organization S1. When does the first exception message occur?
7. Resolve one Resource constraint exception message.
8. Compare the three strategies for analyzing causes of late demands. Begin the comparison
by trying the basic strategy--look over the late replenishment exception details.
9. Continue the comparison of the three strategies for analyzing causes of late demands. Try
the more detailed strategy--analyze related exceptions to the late replenishment exception
details.
10. Finish the comparison of the three strategies for analyzing causes of late demands. Try the
most detailed strategy--use the late demand diagnosis capabilities of the Critical Path Gantt
Chart view. Note some of its features.
11. Respond to recommendations.

Solution – Working with Enforce Capacity Constraints Plans
1. After the instructor has rerun the collections, launch your XX_ECC plan again.
(N) Supply Chain Plan > Launch
In the Parameters window, enter your plan name XX_ECC.
Accept the rest of the default parameters and click (B) OK.
Click Submit, and then No when prompted to submit another request.
Optionally, click (M) View > Requests to check on the status of your request.
2. After the request has been completed successfully, navigate to the Planner Workbench to

observe the impact of the recommendations that you implemented.
Expand the XX_ECC plan to locate the items that you have adjusted in the previous lab.
Are there any new recommendations for these orders?
Work With your ECC Plan

4. Select plan CONST-CAP.
Navigate to the Planner Workbench Navigator
Select tab Plans
View By = Actions
Select plan CONST-CAP
5. Resolve one Material constraint exception message.
Expand version Current
Expand exception group Material and Resource Capacity Exceptions
Expand exception message Material constraint
Expand instance:organization TST:M1
Right-click item CM66321 and select Exceptions > Detail

6. Analyze and resolve one Material constraint exception message.
Select a material constraint exception message. Make note of the date that the
constraint applies to. _______________________
Click Suppliers.
What are the supplier and supplier sites that have a capacity constraint defined for item
CM66321? _________________
What is the daily supplier capcity? _______________
Return to the Planner Workbench navigator.
Right-click item CM66321 and select Bills of Material/Routing > Where Used.
What is the usage of CM66321 in each AS66311 assembly? ______________

Close the Where Used form.
Right click item CM66321 in the Workbench navigator and select Exceptions > Detail to
return to the Exception Details form.
Click (B) Supply/Demand
Find the requirements listed for the day of the exception message.

Return to the Planner Workbench navigator
Change the View By option to Suppliers
Expand directories Plans>Const-Cap>Allied Manufacturing (SAN JOSE-
ERS)>COMPONENT.ELECTRICAL>CM66321
Select and right-click item CM66321
Select Horizontal Plan > Default
View the overload on the supplier (Net Available Capacity, Cumulative Available
Capacity)
To resolve this exception message, a planner might decide to run simulations to see the
impact of either increasing the supplier capacity, or perhaps adjust the forecast demand.
This concept will be covered in the chapter on Simulations.
7. View Constrained - Enforce capacity constraints exception message Resource constraint
for resource CHIPMOUNT1 in organization S1. When does the first exception message
occur?
Select tab Plans
View By = Actions
Select plan CONST-CAP
Expand version Current
Expand exception group Material and Resource Capacity Exceptions
Expand exception message Resource constraint
Expand instance:organization TST:S1
Expand department SURF MOUNT
Right-click resource CHIPMOUNT1 and select Exceptions > Detail
Select the first exception message
Click Supply/Demand
Right-click the order row and select Resource Requirements

8. Analyze and resolve one Resource constraint exception message.
Return to the exception details form.
Right-click the Resource Constraint exception message and select Resource Availability
What is the resource capacity (Hours Available) for CHIPMOUNT1 on the date of the
exception message? _______
Which shifts is the CHIPMOUNT1 resource assigned to? ________________
Close the Resource Capacity form.
From the Exception Details form, select (B) Supply/Demand.
The planned order displayed is the one that relates to the exception message.
Expand the pegging tree through the supply chain to determine the ultimate demand

source for this resource requirement.
Return to the Planner Workbench Navigator
Change the View by option to Resources
Expand the tree to select the CHIPMOUNT1 resource (Plans>Const-
Cap>TST:S1>Production>SURF MOUNT>CHIPMOUNT1)

Right-click the CHIPMOUNT1 resource and select Horizontal Plan > Default
View the resource load on the day of the exception message.
The planned might run a simulation to evaluate various "what if" scenarios (ie. increasing
available capacity, adjusting the forecast etc.). This will be covered in the chapter on
Simulations.
9. Compare the three strategies for analyzing causes of late demands. Begin the comparison
by trying the basic strategy--look over the late replenishment exception details.
View by = Actions
Expand plan CONST-CAP
Expand version (current)
Expand exception group Late sales orders and forecasts
Expand exception message Late replenishment for forecast
Expand an organization
Right click exception message Late replenishment for forecast and select Exceptions >
Summary
Double-click exception group Late sales orders and forecasts
Double-click exception message Late replenishment for forecast
Select a message (not the first one) and click Supply/Demand
Navigate to the pegging region
Select icon Supply Pegging
Expand the pegging tree down to a department/resource of a planned order
Right-click the department/resource and select Horizontal Plan
From this point, you can view resource requirements and availability and drill-down for
more information
10. Continue the comparison of the three strategies for analyzing causes of late demands. Try
the more detailed strategy--analyze related exceptions to the late replenishment exception
details.

View by = Actions
Summary

Select a message (not the first one), right-click it and select Related Exceptions
From this point, you can view the material, resource, and order lead time constraints and
drill-down for more information
11. Finish the comparison of the three strategies for analyzing causes of late demands. Try the
most detailed strategy--use the late demand diagnosis capabilities of the Critical Path Gantt

Chart view. Note some of its features.
For the best strategy, navigate to the Planner Workbench Navigator
View by = Actions
Summary
Select a message (not the first one), right-click it and select Gantt Chart
The left pane upper display defaults to the critical path; the setting is (M) View > Critical
Path Only
The right pane upper display defaults to actual times; the setting is (M) View > Actual
Times Only
(M) View > Latest and Actual Times
In the right pane upper display, the red symbols indicate the actual times--the actual
start and completion times for each activity from the planning engine schedule
Scroll backwards; the black symbols indicate the latest times. These times represent the
latest times that activities can start and end to meet the demand due date. The planning
engine calculates them backwards from the demand due date without considering
resource and material constraints but considering the activity minimum durations.
(M) View > Earliest and Actual Times
In the right pane upper display, the red symbols indicate the actual times---the actual
start and completion times for each activity from the planning engine schedule
Scroll backwards; the gray symbols indicate the earliest times--the earliest schedule
possible. These times represent the earliest times that activities can start. That planning
engine calculates them forward from the plan start date without considering resource
and material constraints but considering the activity minimum durations. If the earliest

times are greater than the latest times, not enough lead time is one of the causes for the
late demand.
(M) View > Constrained Earliest and Actual Times
In the right pane upper display, the red symbols indicate the actual times--the planning
engine schedule
Scroll backwards; the pink symbols indicate the constrained earliest times--the earliest
that activities can start and end considering capacity constraints
Look for the material or resources with constrained earliest time before actual time;
those are the root causes of the late demand
For resource and material root causes, right-click the root cause in the left pane upper

display and note the options. Then select Properties and review the information on the
Properties window.
For resource root causes, navigate to the left pane lower display and click Resources
In Available Resources, multi-select the root cause resources and then click the icon
single right pointing arrow; the resources move to Selected Resources.
Click OK and note the right pane lower display that displays the resource profile

For material root causes, navigate to the left pane lower display and click Suppliers
In Available Suppliers, multi-select the root cause organizations/items/suppliers and then
click the icon single right pointing arrow; the organizations/items/suppliers move to
Selected Suppliers.
Click OK and note the right pane lower display that displays the supplier capacity profile
In both resource and supplier graphs, right-click on a period inside the graph and note
the Resource Requirements by Demand Priority and Supplier Capacity Requirements by
Demand Priority graphs. These graphs show all of the requirements from non-firm
orders in the period that peg to end demands of equal, lower, or higher priority that the
late demand that you are researching and then the firm orders in the period.
12. Respond to recommendations.
Right-click plan CONST-CAP and select Supply/Demand > Supply
Select For Release or Firm for some recommendations and act on them. Make any
manual edits that you want to (use the Release Properties tabbed region).
Before you release, record the actions that you are about to take. After the instructor re-
runs the plan, you can check that your recommendations are implemented and see their
effect on the plan.


Practice - Working with Enforce Capacity Constraints Plans II
Overview
This practice covers working with enforce capacity constraints plans.
Tasks
1. After the instructor re-runs the plan, check the effect on the plan of your exception

resolutions for item CM66321, your exception resolution for resource CHIPMOUNT1, and
your implemented recommendations.

Solution – Working with Enforce Capacity Constraints Plans II
1. After the instructor re-runs the plan, check the effect on the plan of your exception
resolutions for item CM66321, your exception resolution for resource CHIPMOUNT1, and
your implemented recommendations.


Lesson 11 - Constrained Enforce Capacity Constraints with Decision
Rules Plan


Practice - Working with Decision Rule Plans
Overview
This practice covers working with decision rule plans.
Tasks

Make a Copy of the Decision Rules Plan
2. Enter the information to copy the plan.
View Decision Rule Plan Options


5. Find differences between the plan options for this plan and your xxECC plan.
Review Substitutes and Alternates
Responsibility: Inventory
6. View item substitutes.
7. View an alternate bill of material/routing pair for item SB66328 in organization S1.
8. View substitute and alternate exception messages.

Solution – Working with Decision Rule Plans
Make a Copy of the Decision Rules Plan
1. From the Advanced Supply Chain Planner responsibility, Instance: Organization, TST:M1,
navigate to the Supply Chain Plan Names form.
2. Select Plan Name: Decision.
Click (B) Copy Plan.
In the Destination region of the Copy Plan (TST:M1) window, enter the information to
copy the plan.

− Name = XXDecision
− Description = XX_Decision Rules Plan
− Plan Type = Manufacturing Plan
Click (B) OK.

View Decision Rule Plan Options
3. View your Decision Rules plan options.
Select plan XXDecision.
Click (B) Plan Options.
4. Which type of plan is this? ___________________________
On Plan Options (TST:M1) navigate to the Constraints tabbed region.
− The Constrained Plan check box is selected.
− The Enforce Capacity Constraints radio button is selected.
Navigate to the Decision rules tabbed region.
− The check boxes for several Decision Rules are selected.
Navigate to the Optimization tabbed region.
− The Optimize check box is clear.
Answer: It is a constrained, enforce capacity constraints plan with decision rules.
5. Find differences between the plan options for this plan and your XX_ECC plan.
Answer: The plan options are exactly the same except that this plan has decision rules
selected.
Review Substitutes and Alternates

6. Switch to the Inventory Responsibility, Organization M1. View item substitutes.
(N) Items > Item Relationships
Select organization M1
The Find Item Relationships window appears.

Select Substitute from the list of values in the Type field. Click (B) Find.
The Item Relationships (V1) window appears.

Notes:
7. Switch responsibilities to the Advanced Supply Chain Planner responsibility. In Instance:

Organization TST:M1, view an alternate bill of material/routing pair for item SB66328 in
organization S1.
View By = Organizations

Expand the Plans directory.
Expand plan XXDecision.
Expand instance:organization TST:S1.
Expand item category ASSEMBLY.SUBASSY.
Highlight, and then right click item SB66328.
From the right-click menu, select Bill of Material/Routing > Components.
The Components window appears.

The alternate bill of material is named LONG TEST.
Notes:

Return to the navigator.
− Highlight, and then right click item SB66328.
− From the right-click menu, select Bill of Material/Routing > Routing Operations.
The Routing Operations (TST:M1) window appears.

− The matching alternate routing is also named LONG TEST.
Notes:
Return to the Planner Workbench navigator.

8. View substitute and alternate exception messages.
On the Plans tab of the Planner Workbench Navigator:
− View By = Actions
− Expand the Plans directory.
− Expand XXDecision > current > Substitutes and Alternates Used
− Highlight Planned order uses alternate BOM/Routing
Select the Exceptions icon.

The Exception Details window appears.

Notes:

Lesson 12 - Constrained Enforce Demand Due Dates Plans


Practice - Working with Enforce Demand Due Date Plans
Overview
This practice covers working with enforce demand due date plans.
Tasks

Make a Copy of the EDD Plan
2. Select plan Const-Date.
4. Enter the information to copy the plan in the Destination region:

Work With the EDD Plan
5. Navigate to Planner Workbench Navigator.
6. In the Navigator, select the Plans tabbed region.
7. View By = Actions
8. Expand directory Plans
9. Multi-select plans XX_ECC and XX_EDD.
10. Navigate to the right-click menu and select Exceptions > Summary. Note the columns Plan
and Version.
11. Look at the exception messages in exception groups Late Sales Orders and Forecasts and
Material and Resource Capacity Exceptions. How might they differ by plan?
12. View Constrained - Enforce demand due dates exception message Sales order/forecast at
risk.
13. View one Resource overloaded exception message.

Solution – Working with Enforce Demand Due Date Plans
Make a Copy of the EDD Plan

2. Select plan Const-Date.

(B) Copy Plan
4. Enter the information to copy the plan in the Destination region:
Name = XX_EDD
Description = Enforce demand due dates plan
Plan Type = Manufacturing Plan

Click OK to submit, and click OK again when prompted
Work With the EDD Plan

5. Navigate to the Planner Workbench Navigator.
6. In the Navigator, select the Plans tabbed region.
7. View By = Actions
8. Expand directory Plans
9. Hold down the shift key, and multi-select plans XX_ECC and XX_EDD.
10. Navigate to the right-click menu, and then select Exceptions > Summary.
The Actions window appears.

Notes:
Note the columns Plan and Version.

11. Look at the exception messages in exception groups Late Sales Orders and Forecasts and
Material and Resource Capacity Exceptions. How might they differ by plan?
The EDD plan has Sales order/forecast at risk exception messages (with resource and
supplier capacity overloaded, end demands are at risk of being late if you can’t resolve
the constraints); the ECC plan has Late replenishment for sales order and Late
replenishment for forecast exception messages (with resource and supplier capacity
respected, end demand fulfillment is scheduled late).
The EDD plan has Resource overloaded and Supplier capacity overloaded exception
messages (by respecting demand due dates, it overloads resource and supplier
capacity); the ECC plan has Resource constraint and Material constraint exception
messages (the planning engine reaches the limits on the resource and supplier
capacities, it begins to push out end demand due dates).

12 View Constrained - Enforce demand due dates (Plan Name: XX_EDD) exception message
Sales order/forecast at risk.
(N) Supply Chain Plan > Workbench.
Navigate to the Navigator.
Select tab Plans.
View By = Actions.
Select plan XX_EDD.
Expand exception group Late Sales Orders and Forecasts.

Expand exception message Sales order/forecast at risk.
Expand an organization.
Right-click an item and click icon Exceptions.
13. View one Resource overloaded exception message.
(N) Supply Chain Plan > Workbench.

Navigate to the Navigator.
Select tab Plans.
View By = Actions.
Expand plan XX_EDD through the directories to exception message Resource
overloaded, right-click it, and select Exceptions > Summary.
Double-click Resource overloaded.
Select an exception message (not the first one) and note its Start Constraint Date and
End Constraint Date.
Right-click the same exception message and select Horizontal Plan.
Scroll to the constrained dates referenced in the exception message.
Note the overload (Net hours available).

Lesson 13 - Cost-Based Optimized Plans


Practice - Working with Optimized Plans
Overview
This practice covers working with optimized plans.
Tasks

2. View the optimized plan options.
4. Find and note the two tabbed regions that have differences in plan options between this
plan and your xx_ECC plan.

5. Compare the exception messages between your enforce capacity constraints plan and your
optimized plan.

Solution – Working with Optimized Plans

Copy Plan Name Optimized as XX_Opt

2. View the optimized plan options.
Select plan XX_Opt
Click Plan Options
Navigate to the Constraints tabbed region
− Constrained Plan is selected

− Enforce Capacity Constraints is selected
Navigate to the Decision rules tabbed region
− Decision rules are selected
− Navigate to the Optimized tabbed region
Optimize is selected
− It is an optimized plan
4. Find and note the tabbed regions that have differences in plan options between this plan
and your XX_ECC plan.
In the Optimization tabbed region, this plan has optimization objectives specified
5. Compare the exception messages between your enforce capacity constraints plan and your
optimized plan.
Navigate to Planner Workbench Navigator.
In the Navigator, select the Plans tabbed region.
View By = Actions
Multi-select plans XX_ECC (not XX_EDD) and XX_Opt.
Navigate to the right-click menu and select Exceptions > Summary. Note the columns
Plan and Version.
Browse the exception summary and find the exception messages that are prevalent in
each plan type.

Lesson 14 - Global Forecasting


Lesson 15 - Integrating Advanced Supply Chain Planning with Other
Oracle Applications


Lesson 16 – Planning Strategies


Practice - Performing Simulationss
Overview
This practice covers performing simulations.
Tasks
Responsibility = Advanced Supply Chain Planner
Make a copy of the Baseline Plan

1. (N) Supply Chain Plan > Names

2. In the Name field, click Const-Cap.
3. (B) Copy Plan
4. In the Destination Name field enter XXSIM.
5. In the Description field, type Simulation Plan.
6. (B) OK

7. Use the View>Requests menu to ensure that your new plan has been copied.
Compare the Exception Messages

8. (N) Supply Chain Plan > Workbench
9. Expand the Plan node.
10. Using the Ctrl key, select both the Const-Cap and the XXSIM plan.
11. Right click and select Exceptions>Summary.
12. Verify that the Exception messages are the same for both plans.
Make changes to your XXSIM Plan

14. Change the View By to Resources.
15. Expand the XXSIM plan to find the CHIPMOUNT1 resource
(Plans>XXSIM>TST:S1>Production> SURF MOUNT>CHIPMOUNT1)
16. Highlight the CHIPMOUNT1 resource, then right click and select Resources> Resource
Capacity.
17. In the Update Mode field, select the Add Capacity.
18. In the Start Date, enter today’s date.
19. In the End Date, enter a date 10 weeks from now.
20. Select Shift Number 1.
21. In the Capacity Units field, enter 1.
22. (B) Apply
Run the Batch Replan

23. (M) Plan > Batch Replan
24. Use View>Requests to confirm the completion of the request.

Compare the Exception Messages
26. Using the Ctrl key, select both the Const-Cap and the XXSIM plan
27. Right click and select Exceptions>Summary
28. Evaluate if there are any improvements to your plan. Have the number of Late
Replenishment for Forecast messages been reduced? Has there been an improvement
to the number of days late?
29. Have there been impacts to any of the other exception messages?



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