FUJITSU CONSULTING

ATP and Scheduling – Gateway to DTP

Anir BhattacharyyaTuesday 11th Dec 12:30 PM

Agenda■ FC and SCM (1 min)■ APS Suite by Oracle – Architecture and Touch points (10 min)■ ATP as a concept (10 Min)■ Industry based ATP/CTP – Best Practices (10 min)■ Types of ATP (10 min)■ ATP and Scheduling (30 min)■ Global Order Promising (15 min)■ GOP and Scheduling (15 min)■ Allocated ATP and Scheduling (20 min)■ ATP and Drop Ship (10 min)■ OM Scheduling with Transit times, regions and zones (10 min)■ Client base for FC and Implementation Experience by FC (1 min)■ Cases Studies (30 min) – Master Planning and Order Scheduling■ 12i ATP – New Features (10 min)■ Conclusion (5 min)■ Q & A (15 min)

APS Architecture

Oracle

Transaction

SystemASCP

Demand

Planning

Planning Output

Data Collection

Execute Suggestions

Data CollectionOLAP

Database

Plan Def./History

Demand Plan

ATP

ATP as a concept

■ ATP stands for 'Available to Promise'. ATP is the quantity of current on-hand stock, outstanding receipts and planned production that has not already been committed, either through reservations or by placing demand.

■ What Oracle has to provide? ■ ATP and ATP components flags determine the complexity of ATP inquiry.

The ATP flag indicates what kind of ATP check to performed to a particular item.There are 4 levels namely:1. None2. Material Only3. Material and Transportation resources4. Transportation resources only.

The value of ATP components flag indicates what kind of ATP check user want to perform at the component level. Possible choices are:1. Material Only2. Resources Only3. Material and Resources4. None

ATP as a concept - ContinuedWhile scheduling a line which has the item whose ATP_CHECK flag = Y, thesystem will:

1. Find a ship from location (using Sourcing Rules) for the item if the ship from location is not already defaulted on the line.2. Check the availability of the item from that warehouse. If available, return that warehouse. If not, find another warehouse using the Sourcing Rules. Continue this until you find a warehouse or till no more sourcing rules exists3. If the item is not available on the request date, or within the acceptable range, the system will error out and display a message to indicate that the date could not be met.

While scheduling a line which has the item whose ATP_CHECK flag = N, thesystem will:

1. Find a ship from location if the ship from location is not already defaulted on the line.2. Copy the request date into the field of schedule date without any ATP CHECK.

For ATP = N items, the item is always considered to be available. The user willget back a message ATP not applicable and the Available date will be the RequestDate and the Available Quantity will be the ordered quantity.

ATP as a concept – Continued

Set ups involved in general for ATP to work:

1. Profiles2. OM Setups3. INV Set ups4. ASCP Set ups

Industry Based ATP

■ CPG■ Steel■ Hi Tech/Semi Conductor

Types of ATP and its concepts

1. What types of GOP/ATP can be performed with:

a. ODS data (no ASCP Plan) which uses the profile setting: INV:Capable to Promise = ATP Based on Collected Data?

b. PDS data (generated by an ASCP Plan) which uses the profile setting: INV:Capable to Promise = ATP/CTP Based on Planning Data?

2. Where can I do the different types of GOP/ATP checks?

Types of ATP - ContinuedThe table below indicates which types of ATP can be performed with ODS and PDS dataNote: When PDS data is used, BUT no Planning Data is found for an item, then ATP automatically reverts to the ODS data to provide an answer.This usually means that the EITHER the Plan was NOT run using the Plan Option - Planned Items = All Planned Items; OR the item was not setup correctly.Therefore, the types of ATP answer that is produced is based on the capabilities of ODS data, not PDS data.

ODS = Operational Data Store (Collected Data)PDS = Planning Data Store (Planning Data)

ODS PDS

Basic ATP X X

Single Level Supply Chain ATP X X

Product Family ATP X X

Demand Class ATP X X

Single Level/Single Org – ATO and PTO configuration ATP X X

Multi-Level Supply Chain ATP X

Allocated ATP X

Multi-Level/Multi-Org - ATO and PTO configuration ATP X

CTP (Capable to Promise) and CTD (Capable to Deliver) X

Types of ATP Continued

The table below indicates where a particular type of ATP check can be performed by module.

iStore OM ASCP

Basic ATP X X XSingle Level Supply Chain ATP X X XProduct Level ATP X XDemand Class ATP X XSingle Level/Single Org ATO and PTO Configuration ATP X X XMulti Level Supply Chain ATP X X XAllocated ATP X XMulti Level/Multi Org ATO and PTO Configuration ATP X X XCTP (Capable to Promise) and CTD (Capable to Deliver) ? X X

ATP and Scheduling

❑ Allocated ATP ❑ Capable to Promise❑ Capable to Deliver❑ End Item Substitution

❑ Enhanced ATP Capabilities❑ Single Level Supply Chain ATP – also uses sourcing rules and in-transit

lead times❑ Demand Class ATP – using a separate MPS for each Demand Class❑ Product Family ATP – using Product Family Supply in MPS

❑ ATP Inquiry at Order Header Level❑ Override ATP feature

❑ Profile Option that can be set at Site, Responsibility and User levels❑ Flag on Sales Order Line❑ Generates over-committed exception in ASCP❑ Profile Option to trigger notification to Planner

ATP and Scheduling

ATP and Scheduling

❑ Global Order Promising❑ Sourcing Rules between Customer Ship To’s/ Regions and Shipping

Organizations, to default Shipping Org onto the Sales Order❑ Uses in-transit lead times for different shipping methods between Customer

Zones/Regions and Internal Locations to determine availability from required arrival date

❑ End Item Substitution, if primary item not available❑ Automatic Rescheduling in 11.5.10

❑ Shipping Organization, Scheduled Ship/Arrival Date and Shipping Method can change upon running ASCP Plan

❑ Need to have every warehouse as Shipping Organization❑ Have Option to freeze Shipping Organization on Sales Order

Global ATP

■ Global ATP during Scheduling ■ While auto-scheduling or manual scheduling, Warehouse or Shipping

Org defaults automatically on Sales Order line depending on preferences for the region/ customer site and availability

■ Other possible sources of supply are displayed – could be alternate shipping orgs or alternate shipping methods

■ No more entering of Warehouse or Shipping Org on Sales Order line

■ Global ATP during ATP Inquiry■ While performing ATP Inquiry, Warehouse or Shipping Org defaults

automatically depending on preferences for the customer site/ region and availability

■ Other possible sources of supply are displayed – could be alternate shipping orgs or alternate shipping methods

❑ Allocated ATP❑ Define hierarchies for allocation using one of 2 hierarchy types

❑ Demand Class – 1 Level❑ Customer Class – 3 Level

❑ Define one of 2 methods to allocate supply to members of hierarchies❑ User Defined Allocation Percentages at each level of hierarchy; time-phased❑ Demand Priority on Sales Order and MDS entries

❑ Assign allocation rules (containing hierarchies with user defined percentages) to Items or Item Categories at Organization or Global level

❑ Allocation Stealing and Forward Scheduling❑ Define priorities between members at each level of a allocation hierarchy❑ Steal from Lower Priority Customer or Sales Channel to meet Requested Ship Date❑ If still not available, does CTP to meet Requested Ship Date❑ If still not available, looks at nearest Scheduled Receipt or Production or nearest CTP Date

possible (better date out of these 2 methods)

Global Order Promising – Allocated ATP

APS Architecture - Allocation

Oracle

Transaction

SystemASCP

Demand

Planning

Planning Output

Data Collection

Execute Suggestions

Data CollectionOLAP

Database

Plan Def./History

Demand Plan

Allocation Rules

ATP

Allocated ATP

Global Order Promising –Allocated ATP

❑ Allocated ATP (contd.)❑ Profile Option for initiating Workflow Notification to item planner, sales rep

and customer contact, on stealing supply❑ Allocation Workbench to view allocations

❑ Diagnostic ATP❑ Shows constraints encountered in the ATP process

ATP for Drop ship orders

■ Sources of Supply (Drop Ship) for Sales Orders■ External Sources or Vendors – Contract Mfrs, Non Consignment

ODMs

■ Challenges addressed with ATP from external sources■ Scheduling not possible with Oracle Vendor Drop Ship Sales

Orders■ ATP requires an Organization for Supply and Demand■ Cannot use any of the internal sources to include the supply and

demand related to external sources – distorts the ATP of the internal sources

■ Need for separate organization or organizations for external sources

ATP with OM Integration

❑ Use Schedule Limits for some customers❑ For defining date range tolerance for scheduling a sales order line❑ Set Earliest Schedule Limit and Latest Schedule Limit at Customer

Header and/or Customer Site❑ These dates translate to Earliest Acceptable Date and Latest

Acceptable Date on Sales Order Lines; they can be overridden❑ Remove these dates from the customer dates customization and capture them in the

sales order line

❑ Option at OU level to honor or not honor the Latest Acceptable Date❑ Recommendation for AMR – set system to honor the latest acceptable

limit, due to presence of penalties by Retail customers❑ For other regions, there is no real need to use this feature

ATP with OM Scheduling

■ Use Scheduling on Arrival Date for some customers ■ In transit Lead-time from Warehouses or Shipping Orgs to Zones, Regions or

Customer Sites■ Request Date Type set as ‘Arrival’ in Customer Header and/ or Customer Site■ Requested Date becomes ‘Requested Arrival Date’■ Promised Date becomes ‘Promised Arrival Date’■ 2 Schedule Date fields

➢ Scheduled Ship Date

➢ Scheduled Arrival Date

■ Recommended for Retail Customer/ Customer Sites in AMR where Customer Dates customization is being used

Scheduling and ATP - Example

■ Live Example from Welch’s – Case Study■ Live Example from Charter Steel – Case Study■ Live Example from Allegro Microsystems – Case Study

Welch’s - The Problem : Oracle Advancing Planning does not understand CO (changeovers) based on Flavors and size while generating planned supplies for a plant-Warehouse. This feature will come as standard on in Release 12.Extremely hard to track the clean up down time from Resource Planning piece of ASCP.

Welch’s - The Problem : Oracle Advancing Planning does not understand CO (changeovers) based on Flavors and size while generating planned supplies for a plant-Warehouse. This feature will come as standard on in Release 12.Extremely hard to track the clean up down time from Resource Planning piece of ASCP.

The Solution : Leverage Scheduler Workbench and Sequence Class Dependency to achieve the goal

Demand generation Modules

ASCP

OPM ResourceDefinition

Throughput Definition

Via Recipe

Capacity

Line DowntimeAlready

recorded For clean up

Based on size and

flavor

FirmProductionScheduling

GeneratesPlannedSuppliesBased on Demand

Due DatesWithout

Respecting flavors

And Sizes

Around the Downtimes OPM

Scheduler

Workbench

DefineSeque

nceClass

ProductionScheduling

Ready

Allegro – Semi conductor Flow

Define ResponsibilitiesBased on roles

AndHold Sources

Assign Responsibility

To CSRAnd Schedulers

For CSR Define a new OM

Template Where SSD

Will be grayed out

For SchedulerDefine a new

TemplateWhere SSD is

Not grayed out

Order EntryBy CSR

Line goes onHold

No scheduling

SchedulerHas access to

OrderScheduling

Automatic Removal Of Holds

For Scheduler

ScheduleThe linesUsing a

Methodology*

R12 ATP Feature

FC and SCM■ FC has its own Oracle Practice■ Heavy focus on SCM Practice■ Best Practice using MACROSCOPE/D3 Methodology■ Have successfully completed over 200 11i implementation/upgrade project

engagements■ Have successfully completed over 150 engagements utilizing Fujitsu

Consulting’s global delivery model (offshore)■ Certified Oracle Accelerators Implementation Partner■ 290+ US-based Oracle Application specialists; 270+ specialists in our Offshore

Development Facilities■ Oracle App 2006 revenue – $74 Million■ Winner of Oracle Titan Award for Integration and SOA Solution (2006)■ Honored by Titan Award Group for Welch’s Implementation (2007)