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Practice - Analyzing Supply and Demand

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Oracle Advanced Supply Chain Planning

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Practice - Analyzing Supply and Demand 344704070.doc


Effective 07/04/02 Page 1 of 9 Rev 1
Practice - Analyzing Supply and Demand
Please mention lab identifier 3EAC in course evaluation comments.

Overview
This practice covers analyzing supply and demand.

Tasks
Responsibility: Advanced Supply Chain Planner

Instance:Organization = TST:M1

1. Navigate to the Planner Workbench window.

2. Select plan XX_Unconst.

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?

Responsibility: Advanced Supply Chain Planner

Instance:Organization = TST:M1

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?

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Effective 07/04/02 Page 2 of 9 Rev 1
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 exception message occur?

15. Resolve one Supplier capacity overloaded exception message.

Copyright Oracle Corporation, 2003. All rights reserved.

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Effective 07/04/02 Page 3 of 9 Rev 1
Solution Analyzing Supply and Demand
Responsibility: Advanced Supply Chain Planner

Instance:Organization = TST:M1

1. Navigate to the Planner Workbench window.


(N) Supply Chain Plan > Workbench

2. Select plan XX_Unconstrnd.


View by = Items
Expand directory Plans
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 SB66324 item category is ASSEMBLY.SUBASSY (Computer
Systems)
Item CM66321 item category is COMPONENT.ELECTRICAL
Item CM66326 item category is COMPONENT.MECHANICAL
Item CM66331 item category is COMPONENT.ELECTRICAL
Item CM66332 item category is COMPONENT.ELECTRICAL
Item CM66333 item category is COMPONENT.ELECTRICAL
Item SB66328 item category is ASSEMBLY.SUBASSY
In the Planner Workbench navigator, click icon Supply/Demand

4. View exception messages for your unconstrained plan


(N) Supply Chain Plan > Workbench
Navigate to the Planner Workbench navigator
View by = Actions
Expand directory Plans
Select plan XX_Unconstraind 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_Unconstraind
Click icon Exceptions
Criteria = Planner
Condition = Equals
From = J. Smith
Try some other criteria, for example, Item Equals AS55311

Copyright Oracle Corporation, 2003. All rights reserved.

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Effective 07/04/02 Page 4 of 9 Rev 1
5. Create an item personal query.
(N) Supply Chain Plan > Workbench
Navigate to the Planner Workbench navigator
Select tab Queries
Plan = XX_Unconstraind
Click Personal Queries > Item
Click icon Create Query
Criteria = Planner
Condition = Equals
From = J. Smith
Criteria = Organization
Condition = Equals
From = TST:M1
Click Execute
Executed Query = <change title if you want to>
Click icon Save Query
Select Item SB66324, the click icon Horizontal Plan

6. Create a resource personal query.


(N) Supply Chain Plan > Workbench
Navigate to the Planner Workbench navigator
Select tab Queries
Plan = XX_Unconstraind
Click Personal Queries > Resource
Click icon Create Query
Criteria = Organization
Condition = Equals
From = TST:S1
Click Execute
Executed Query = <change title if you want to>
Click icon Save Query
Select Resource CHIPMOUNT1, the click icon Horizontal Plan
Return to the Planner Workbench navigator, Select Resource
CHIPMOUNT1, the click icon More
Select Resource Availability

7. Create an exception personal query.


(N) Supply Chain Plan > Workbench
Navigate to the Planner Workbench navigator
Select tab Queries
Plan = XX_Unconstraind
Click Personal Queries > Exception

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Practice - Analyzing Supply and Demand 344704070.doc


Effective 07/04/02 Page 5 of 9 Rev 1
Click icon Create Query
In the Exceptions region, select Resource overloaded
In the Criteria region, Criteria = Resource
Condition = At least
From = 1-BLENDER
Click Execute
Executed Query = <change title if you want to>
Click icon Save Query
Click Exception Resource overloaded
Click icon Exceptions

8. Create a supplier personal query.


(N) Supply Chain Plan > Workbench
Navigate to the Planner Workbench navigator
Select tab Queries
Plan = XX_Unconstraind
Click Personal Queries > Supplier
Click icon Create Query
Criteria = Planner
Condition = Equals
From = J. Smith
Click Execute
Executed Query = <change title if you want to>
Click icon Save Query
Select Item SB66324, the click icon Horizontal Plan

9. Create exception personal queries using days from today criteria.


Use Query Type = Exceptions, select exception messages, and look
for Criteria that use the words Days or Date. Some exception
message/criteria examples are: Past due forecasts/Days In The
Past, Late replenishment for forecast/Days Late, Resource
overloaded /Start Date, and Material constraint/Suggested Due
Date.

Responsibility: Manufacturing and Distribution Manager

Instance:Organization = M1

10. 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 extra sensitive) and
compare the information to exception set ASCP

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Effective 07/04/02 Page 6 of 9 Rev 1
11. In addition to 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

Responsibility: Advanced Supply Chain Planner

Instance:Organization = TST:M1

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?
(N) Supply Chain Plan > Workbench
Navigate to the Planner Workbench navigator
Select tab Plans
View By = Actions
Expand directory Plans
Select plan XX_Unconstraind
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 appear to occur
Note the date of the first exception message

13. 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
Navigate to the Exception Details window
Right-click and select Resource Requirements
Note how many resource requirements are scheduled on the
resource requirement date
Select one of them
Click 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

Copyright Oracle Corporation, 2003. All rights reserved.

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Effective 07/04/02 Page 7 of 9 Rev 1
Right-click the resource and select Horizontal Plan > Default
Note the resource overload on the resource requirement date
Decide whether to reduce the forecast or increase the capacity
You decide to increase the resource capacity by assigning. If you
decide to reduce the forecast, you need to do so in the source
instance or in Oracle Demand Planning.
Navigate to the Exception Details window
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

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 exception message occur?
(N) Supply Chain Plan > Workbench
Navigate to the Planner Workbench navigator
Select tab Plans
View By = Actions
Expand directory Plans
Select plan XX_Unconstraind
Expand version Current
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 appear to occur
Note the date of the first exception message

15. Resolve one Supplier capacity overloaded exception message.


Navigate to the Items window
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

Copyright Oracle Corporation, 2003. All rights reserved.

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Effective 07/04/02 Page 8 of 9 Rev 1
View By = Suppliers
Select plan XX_Unconstraind
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.
Navigate to the Exception Details window
Select the original exception message
Click Suppliers
In the Supplier Capacity tabbed region, enter the new capacity
You could also navigate to the Supplier Flexfences tabbed region
and set Tolerance (%). However, this is typically for slight
variationsyour situation here may be one of chronic overload due
to the latest forecast.

Copyright Oracle Corporation, 2003. All rights reserved.

Practice - Analyzing Supply and Demand 344704070.doc


Effective 07/04/02 Page 9 of 9 Rev 1

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