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
www.idhasoft.com

Packaged .

Delivered
Copyright
2009
Idhasoft
Inc. All Rights
Copyright 2009 Idhasoft
Inc..All
Rights
Reserved.

A Day in the Life of a Planner

Structure of the Presentation

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

Copyright 2009 Idhasoft Inc.. All Rights Reserved.

A Day in the Life of a Planner

Global Operations

$160M Services Company

1000+ Employees
200+ Oracle Consultants

ERP Solutions

Locations
San Francisco
Los Angeles

Toronto
Boston
New York
New Jersey
Atlanta

Supply Chain
Solutions

Technology
Solutions

Staffing

India
Delhi
Mumbai Hyderabad
Bangalore
Chennai

Copyright 2009 Idhasoft Inc.. All Rights Reserved.

A Day in the Life of a Planner

ORACLE Business Service Value Chain

x
Oracle
ebusiness
Suite

Oracle
Licensing

Oracle
Fusion
Middleware

DW and
Oracle
OBIEE

Managed
Support

Largest

practice 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

Copyright 2009 Idhasoft Inc.. All Rights Reserved.

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

Copyright 2009 Idhasoft Inc.. All Rights Reserved.

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 Cant Deliver on Time. Needs to Know the
Impact on Sales Orders
Uncertainty of Information
Decision Making Latency

Copyright 2009 Idhasoft Inc.. All Rights Reserved.

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

Copyright 2009 Idhasoft Inc.. All Rights Reserved.

A Day in the Life of a Planner

How Oracle ASCP Can Help?

Will Oracle
Advanced Supply
Chain Planning
Help Me?

Planner

Copyright 2009 Idhasoft Inc.. All Rights Reserved.

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

Copyright 2009 Idhasoft Inc.. All Rights Reserved.

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

Copyright 2009 Idhasoft Inc.. All Rights Reserved.

A Day in the Life of a Planner

Implementation Constraints

What About the

Constraints?

Planner

Copyright 2009 Idhasoft Inc.. All Rights Reserved.

A Day in the Life of a Planner

Implementation Constraints

Business Constraints
Dont 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

Copyright 2009 Idhasoft Inc.. All Rights Reserved.

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

Copyright 2009 Idhasoft Inc.. All Rights Reserved.

A Day in the Life of a Planner

ASCP Implementation Details

Teamwork

System Capability

Copyright 2009 Idhasoft Inc.. All Rights Reserved.

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)

Copyright 2009 Idhasoft Inc.. All Rights Reserved.

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

Copyright 2009 Idhasoft Inc.. All Rights Reserved.

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 Companys Production Plan Data

Copyright 2009 Idhasoft Inc.. All Rights Reserved.

A Day in the Life of a Planner

Planning after ASCP

How Do I Use the

System?

Planner

Copyright 2009 Idhasoft Inc.. All Rights Reserved.

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

Copyright 2009 Idhasoft Inc.. All Rights Reserved.

A Day in the Life of a Planner

Sample
Vertical Plan Report for
Manufacturing

Copyright 2009 Idhasoft Inc.. All Rights Reserved.

A Day in the Life of a Planner

Sample Late Order Report

Copyright 2009 Idhasoft Inc.. All Rights Reserved.

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

Copyright 2009 Idhasoft Inc.. All Rights Reserved.

A Day in the Life of a Planner

Sample
Vertical Plan Report for
Purchasing

Copyright 2009 Idhasoft Inc.. All Rights Reserved.

A Day in the Life of a Planner

Sample
Horizontal Forecast Report for
Suppliers

Copyright 2009 Idhasoft Inc.. All Rights Reserved.

A Day in the Life of a Planner

Conclusion
The Planner has a Better Report. Planners Job is
Simplified. Planner has More Time.
The Planners Life has been Improved.

Copyright 2009 Idhasoft Inc.. All Rights Reserved.

A Day in the Life of a Planner

For a Planner, Change is Here

What can I do for you?

Planner

Copyright 2009 Idhasoft Inc.. All Rights Reserved.

A Day in the Life of a Planner

Thank You!
Questions?
vijay.dalmet@idhasoft.com

Copyright 2009 Idhasoft Inc.. All Rights Reserved.