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
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2009 Idhasoft Inc. All Rights Reserved.
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A Day in the Life of a Planner
Structure of the Presentation
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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
Supply Chain Solutions
Toronto
Boston
New York
New Jersey
Atlanta
Technology Solutions
Staffing
India
Delhi
Mumbai Hyderabad
Bangalore
Chennai
Copyright © 2009 Idhasoft Inc.. All Rights Reserved.
3
A Day in the Life of a Planner
xORACLE Business Service Value Chain
Oracle ebusiness
Suite
Oracle Licensing
Oracle Fusion
Middleware
DW and Oracle
OBIEE
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
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Managed
Support
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
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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
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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
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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
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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
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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
Copyright © 2009 Idhasoft Inc.. All Rights Reserved.