A Day in the Life of a Planner

A Day in the Life of a Planner

Presenter: Vijay B. Dalmet

NorCal OAUG Training Day

January 21, 2009

Vision Packaged . Delivered

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A Day in the Life of a Planner
Structure of the Presentation

• Introduction of Idhasoft
• Why Does Planner Need a Change
• How Oracle ASCP Can Help?
• Implementation Constraints
• ASCP Implementation Details
• Planning After ASCP
• Sample Reports Service Value Chain

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A Day in the Life of a Planner
Global Operations
 $160M Services Company
 1000+ Employees
 200+ Oracle Consultants

ERP Solutions Supply Chain Solutions Technology Solutions Staffing

Toronto
Locations Boston
San Francisco New York
New Jersey
Los Angeles Atlanta
India
Delhi
Mumbai Hyderabad
Bangalore
Chennai

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A Day in the Life of a Planner
xORACLE Business Service Value Chain
Oracle ebusiness Oracle Fusion DW and Oracle Managed
Oracle Licensing
Suite Middleware OBIEE Support

Largestpractice at Idhasoft - $60M in annual revenues

 One-Stop Shop
 Licensing Service
 ERP Implementation
 SOA & Middleware Technologies
 BI and Data Warehouse
 Professional Services
 Infrastructure & 24/7 DBA Services
 Managed Services & India Development Center

 R12 Implementation at Cortina

 Cortina-Systems (fabless Semi)
 R12 New Implementation (6 months; went live 1/1/08)
 Financials, Manufacturing including OSFM
 Supply-Chain (ASCP & GOP)
 iProcurement & Trade Management (POS & Revenue Recognition)
 BI (OBIEE for Order Fulfillment, Financials) – Went live on 9/15

 Supplier Integration using Oracle SOA (B2B with Rosettanet) - Under progress

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A Day in the Life of a Planner
Why Does Planner Need a Change

How do I
Simplify My
Job?

Can I Get a
Better
Report?
I Need
More
Time

Planner

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A Day in the Life of a Planner
Why Does Planner Need a Change

Information Management and Processing

• Has to Work with Several Excel Data Sheets

• Manual Processing of the Data: Time Consuming and Prone to Errors.
• Supply Demand Picture Changes too Frequently
• Order Promise Date Difficult to Calculate and Difficult to Follow
• Supplier Can’t Deliver on Time. Needs to Know the Impact on Sales
Orders
• Uncertainty of Information
• Decision Making Latency

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A Day in the Life of a Planner
Why Does Planner Need a Change

Communication

• Way of Communication with the Concerned Departments of the

Company
• Needs to Expedite Supply for Sales Orders Likely to be Late
• Suppliers Need to Know in Advance How Much the Company is
Planning to Process Outside Processing Items for an Extended Period
of Time

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A Day in the Life of a Planner
How Oracle ASCP Can Help?

Will Oracle Advanced

Supply Chain
Planning Help Me?

Planner

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A Day in the Life of a Planner
How Oracle ASCP Can Help?

Features of ASCP to Solve the Problem

• Global Order Promising

• Late Order Report for Sales Orders
• Can Run Separate Plans and Reports for Sales Order ATP,
Manufacturing and Purchasing
• ASCP Plan Can be Run Based on ‘Enforce Demand Due Dates’ or
‘Enforce Capacity Constraints’
• Graphical Supply Chain Pegging to Identify and Resolve Problems
• Exception Messages

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A Day in the Life of a Planner
How Oracle ASCP Can Help?

Outside Processing Resources

• ERP Source Has Supplier Information

• Outside Processing Items Can be Associated with Suppliers
• ERP Source Has Outside Processing Resources with Lead Times
• ASCP Plan Capable of Calculating Resource Requirements. Can be
Used for Generating Outside Processing Resource Requirements
• All Above Features Can be Used for Creating a Report

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A Day in the Life of a Planner
Implementation Constraints

What About the

Constraints?

Planner

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A Day in the Life of a Planner
Implementation Constraints

Business Constraints

• Don’t Have Resources to Use More Tools Like Collaborative Planning

• Capacity Planning not Planned Until the Phase II of Implementation
• Implementation not Scoped for Major Customization

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A Day in the Life of a Planner
Implementation Constraints

System Constraints

• Outside Processing Items are not Handled the Same Way as

Purchased Items
• No Standard Report or Data for Forecast to the Suppliers
• ATP Calculations Consider the Reschedule Dates Suggestions of
Supply by ASCP Plan as Material Available Dates
• Standard Late Order Report Considers Reschedule Dates as Material
Availability Dates

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A Day in the Life of a Planner
ASCP Implementation Details

Teamwork

System Capability

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A Day in the Life of a Planner
ASCP Implementation Details

Planning Options

• Two Machine Implementation

• ATP Plan Solely Based on Sales Order Demand
• Manufacturing Plan Based on All Demands
• ATP and Manufacturing Plans Based on Enforce Demand Due Date
Constraint
• Purchasing Plan Based on All Demands (Optional, Unconstrained Plan)

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A Day in the Life of a Planner
ASCP Implementation Details

Minor Customization

• Small Customization to the Plan Output to Give ‘Scheduled Ship Date’

Based on Actual Completion Date of Supply
• Custom Program Run After ASCP Plan Run is Complete
• This Frees the Planner from Manual Intervention to the ATP date
Calculations
• Choice of Viewing Plan Output without Customization
• Custom Late Order Report

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A Day in the Life of a Planner
ASCP Implementation Details

Outside Processing Resources

• Enable ‘Calculate Resource Requirement’ Option for ASCP Plan

• Plan Computes OSP Resource Requirement Data Based on Demand
• ERP Source has OSP Supplier Information
• Utilized the Two Data Sources to Get a Combined Report. A Forecast
Report Can be Created for Suppliers Based on Company’s Production
Plan Data

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A Day in the Life of a Planner
Planning after ASCP

How Do I Use the

System?

Planner

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A Day in the Life of a Planner
Manufacturing Planning after ASCP

Activities of the Manufacturing Planner

• Periodic Forecast Upload in ERP Source

• On a Daily Basis, Run a ‘Vertical Plan’ report for ASCP Manufacturing
Plan
• Export the ‘Vertical Plan’ Report to MS Excel
• Follow ‘Planner Action’ on the Report: Release, Reschedule In,
Reschedule Out, Cancel, None
• Communicate with Shop Floor to Follow ‘Planner Actions’
• Change the Work Order Completion Dates Based on Feedback from
Shop Floor
• ‘Firm’ the Work Orders that Cannot be Rescheduled

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A Day in the Life of a Planner
Sample Vertical Plan Report for Manufacturing

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A Day in the Life of a Planner
Sample Late Order Report

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A Day in the Life of a Planner
Procurement Planning after ASCP

Activities of the Procurement Planner

• On a Daily Basis, Run a ‘Vertical Plan’ Report for a Relevant ASCP Plan
• Export the ‘Vertical Plan’ Report to MS Excel
• Follow ‘Planner Action’ on the Report: Release, Reschedule In,
Reschedule Out, Cancel, None
• Communicate with Suppliers to Follow ‘Planner Actions’
• On a Weekly Basis, Generate a Horizontal Forecast Report for
Suppliers and Forward it to Suppliers
• On a Weekly Basis, Get New Due Dates from Suppliers for Late
Supplies and ‘Firm’ the Due Dates in Oracle

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A Day in the Life of a Planner
Sample Vertical Plan Report for Purchasing

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A Day in the Life of a Planner
Sample Horizontal Forecast Report for Suppliers

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A Day in the Life of a Planner

Conclusion

The Planner has a Better Report. Planner’s Job is Simplified.

Planner has More Time.

The Planner’s Life has been Improved.

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A Day in the Life of a Planner
For a Planner, Change is Here

What can I do for you?

Planner

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A Day in the Life of a Planner

Thank You!
Questions?

vijay.dalmet@idhasoft.com

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