JD Edwards EnterpriseOne Supply Chain Planning · Approach? Validate Resource Profile RRP Used Is...

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Copyright © 2014, Oracle and/or its affiliates. All rights reserved. JD Edwards EnterpriseOne Supply Chain Planning Demand Planner Enterprise Management Operations Production and Distribution Planner Planning and Performance Management Create Demand Plans Validate Supply Chain Forecasts Create Production and Distribution Plans Analyze Supply Chain Plans Production Strategic Planning Business Planning

Transcript of JD Edwards EnterpriseOne Supply Chain Planning · Approach? Validate Resource Profile RRP Used Is...

Page 1: JD Edwards EnterpriseOne Supply Chain Planning · Approach? Validate Resource Profile RRP Used Is Routing Valid? Is Bill of R Material Valid? Yes Regenerate Resource Profile Yes Notify

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

JD Edwards EnterpriseOne Supply Chain Planning

Demand Planner

Enterprise

Management

Operations

Production and

Distribution

Planner

Planning and

Performance

Management

Create Demand

Plans

Validate Supply

Chain Forecasts

Create Production

and Distribution

Plans

Analyze Supply

Chain Plans

Production

Strategic

Planning

Business

Planning

Page 2: JD Edwards EnterpriseOne Supply Chain Planning · Approach? Validate Resource Profile RRP Used Is Routing Valid? Is Bill of R Material Valid? Yes Regenerate Resource Profile Yes Notify

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

JD Edwards EnterpriseOne L2 Create Demand Plans

Demand Planner

Enterprise

Management

Production and

Distribution

Planner

Planning and

Performance

Management

Measure Forecast

Accuracy

Assemble and

Review Forecast

Data

Prepare Summery

Forecast

Prepare Detailed

Forecast

Explode Forecast

Through Planning

Bills of Material

Import Forecast

with EDi

Which

Forecasting

Approach(es)?

Forecast

Accuracy

Measured

Business

Planning

Strategic

Planning

DemandsForecast(s)

Forecast

Price?No

Does Forecast

Require

Review?

Prepare Priced

Forecast

Yes

What is

Forecast

Approval

Status?

Review and

Approve

Forecast

Review

Forecast

Forecast

Approved,

Must be

Priced

Forecast

Approved

Forecast Rejected

Validate Supply

Chain Forecasts

Create Production

and Distribution

Plans

Analyze Supply

Chain Plans

PMPN

ETO Work Order

Do Not

Review Forecast

Page 3: JD Edwards EnterpriseOne Supply Chain Planning · Approach? Validate Resource Profile RRP Used Is Routing Valid? Is Bill of R Material Valid? Yes Regenerate Resource Profile Yes Notify

JD Edwards EnterpriseOne Measure Forecast Accuracy

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

Demand Planner

What is

Forecast

Approval

Status?

Forecast

Rejected

Select Method

to Review

Forecast

Accuracy?

Analyze

Significant

Differences

Work With

(Maintain)

Planning Bills of

Material

Proposed

Planning Bill

Revisions

Adjust Sales

Forecasting

Process

Proposed Sales

Forecasting

Process Adjustment

Assemble and

Review Forecast

Data

Forecast

Accuracy

Measured

Compare Actual

Sales to Forecasts

(Online)

Compare Actual

Sales to Forecasts

(Costume Batch)

Comparison

Demands

Sales History

Forecast(s)

Historic

Demand

Page 4: JD Edwards EnterpriseOne Supply Chain Planning · Approach? Validate Resource Profile RRP Used Is Routing Valid? Is Bill of R Material Valid? Yes Regenerate Resource Profile Yes Notify

JD Edwards EnterpriseOne Assemble and Review Forecast Data

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

Demand Planner

Enterprise

Management

True Up Actual

Sales

Record Product

Phase Out

Record Lost Major

Customers

Record

Promotional Plans

Record New

Products Plans

Record New

Customers’ Plans

Extract Finished

Goods Demands

Assemble

Forecast Data

Sources

Collect Other

Demands

Extract Features,

Options and

Configuration

Mixes (Custom

Batch)

Collect Features

and Options

Experience

Is Forecasting

Data

Assembled?

No

Measure Forecast

Accuracy

Forecast

Accuracy

Measured

Yes

Planning and

Performance

Management

Strategic

Planning

Business

Planning

Page 5: JD Edwards EnterpriseOne Supply Chain Planning · Approach? Validate Resource Profile RRP Used Is Routing Valid? Is Bill of R Material Valid? Yes Regenerate Resource Profile Yes Notify

JD Edwards EnterpriseOne Prepare Summery Forecast

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Demand Planner

Which

Forecasting

Approach(es)?

What is

Summary

Forecasting

Approach?

Summarize Actual

Quantities

Extract Forecast

from Detailed

Actual Quantities

Summarize

Detailed

Forecasts

Forecast from

Summarized

Actual

Create Summery

Forecast

Enter Change

Summaries

"Actual Data

Summarized"

Summarize

Detailed Forecast

"Summarized

Forecast

Created"

Summaries

Acceptable?

Force Forecast

Changes Up/DownAcceptable

Forecasts

Acceptable?Acceptable

Demands

Summarized

Forecast

Summarized

Forecast(s)

Forecast(s)

Unacceptable

Requires Revision

Page 6: JD Edwards EnterpriseOne Supply Chain Planning · Approach? Validate Resource Profile RRP Used Is Routing Valid? Is Bill of R Material Valid? Yes Regenerate Resource Profile Yes Notify

JD Edwards EnterpriseOne Prepare Detailed Forecast

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

Demand Planner

Which

Forecasting

Approach(es)?

Method of

Creating

Forecast?

Create Detailed

Forecasts

Generate

Forecast

Automatically

Review ForecastsForecast

Acceptable?

Method of

Revising

Forecast?

Revisions

Required

Enter/Change

Forecasts (For

Parent Items)

Individual

Manual

ChangesAcceptable

Enter/Change

ForecastForecast(s) Forecast(s)

Reprocess the Forecast

"Forecast Created"

Demands

Page 7: JD Edwards EnterpriseOne Supply Chain Planning · Approach? Validate Resource Profile RRP Used Is Routing Valid? Is Bill of R Material Valid? Yes Regenerate Resource Profile Yes Notify

JD Edwards EnterpriseOne Explode Forecast Through Planning Bills of Material

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

Demand Planner

Which

Forecasting

Approach(es)?

Features/Options

Mix Selections

Historical

Demands

Work with

(Maintain)

Planning Bills of

Material

Enter/Change

Forecast (For

Parent Items)

Submit Planning

BOM ExplosionReview Forecasts

Enter/Change

Forecast

Are Forecast

Acceptable?

Method of

Revising

Forecast?

Prepare Manual

Forecast

Changes

Enter/Change

Forecast (For

Component Items)

Work with Item

Branch

Demands

Forecast(s)

Individual

Manual

Changes

Reprocess the Forecast

Revisions

Required

Acceptable

Page 8: JD Edwards EnterpriseOne Supply Chain Planning · Approach? Validate Resource Profile RRP Used Is Routing Valid? Is Bill of R Material Valid? Yes Regenerate Resource Profile Yes Notify

JD Edwards EnterpriseOne Import Forecast with EDI

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

Demand Planner

Develop Forecast

and Export

Which

Forecasting

Approach(es)?

Convert Inbound

Forecast to Flat

File

Errors in Flat

File?

Update Inbound

Forecast to

Forecast Table

Correct Errors in

Inbound Forecast

Flat File

Purge Inbound

Forecast RecordsNo

Yes

Page 9: JD Edwards EnterpriseOne Supply Chain Planning · Approach? Validate Resource Profile RRP Used Is Routing Valid? Is Bill of R Material Valid? Yes Regenerate Resource Profile Yes Notify

JD Edwards EnterpriseOne Prepare Priced Forecast

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

Demand Planner

Forecast

Price?

Enter/Change

Forecast Price

Roll-Up Forecasts’

Prices

Review for

ReasonabilityDemandsYes

What is

Forecast

Approval

Status?

Forecast Approved,

Must be Priced

Page 10: JD Edwards EnterpriseOne Supply Chain Planning · Approach? Validate Resource Profile RRP Used Is Routing Valid? Is Bill of R Material Valid? Yes Regenerate Resource Profile Yes Notify

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

JD Edwards EnterpriseOne L2 Validate Supply Chain Forecasts

Demand Planner

Production and

Distribution

Planner

Create Demand

Plans

Establish

Enterprise

Planning

Frequency

and Horizon

Demands

Forecast(s)

Adjust Resource

Capacity

Maintain Planning

Data

Adjust and Submit

Resources

Requirements

Planning (RRP)

Settings

Review Resource

Requirements

Plan (RRP)

Demand Plan

Valid?

Method to

Synchronize

Forecast and

Capacity?

No

Analyze Supply

Chain Plans

Change Items' Planning Parameters

Adjust Resource Capacity

Create Production

and Distribution

Plans

Yes

Which

Enterprise

Planning

Approach?

RRP

Used

Page 11: JD Edwards EnterpriseOne Supply Chain Planning · Approach? Validate Resource Profile RRP Used Is Routing Valid? Is Bill of R Material Valid? Yes Regenerate Resource Profile Yes Notify

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JD Edwards EnterpriseOne Maintain Planning Data

Production and

Distribution

Planner

Method to

Synchronize

Forecast and

Capacity?

Work with Item

Branch

Change

Items'

Planning

Parameters

Work with

Quantities (For an

Item)

Work with

Additional System

Information

Basic Branch/Plant

Data

Establish

Enterprise

Planning

Frequency

and Horizon

Page 12: JD Edwards EnterpriseOne Supply Chain Planning · Approach? Validate Resource Profile RRP Used Is Routing Valid? Is Bill of R Material Valid? Yes Regenerate Resource Profile Yes Notify

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

JD Edwards EnterpriseOne Adjust and Submit Resource Requirements Planning (RRP) Settings

Production and

Distribution

Planner

Which

Enterprise

Planning

Approach?

Validate Resource

Profile

RRP

Used

Is Routing

Valid?

Is Bill of

Material Valid?

Yes

Regenerate

Resource Profile

Yes

Notify Product

Documentation

No

No

Does Resource

Profile Need

Additions and

Changes?

Validate Shop

Calendar

Edit Resource

Profile

Resource

Profile

Not Valid

Resource

Profile

Valid

Validate Resource

Units

Change

Resources on

Work Center

Master

Regenerate

Resource Units

Edit Resource

Units

Are Resource

Units

Acceptable?

Submit Resource

Requirements

Planning (RRP)

Review Resource

Requirements

Plan (RRP)

Resource

Units

Acceptable

Resource

Units

Unacceptable

Page 13: JD Edwards EnterpriseOne Supply Chain Planning · Approach? Validate Resource Profile RRP Used Is Routing Valid? Is Bill of R Material Valid? Yes Regenerate Resource Profile Yes Notify

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

JD Edwards EnterpriseOne Review Resource Requirements Plan (RRP)

Production and

Distribution

Planner

Work with Center

Load

Review Capacity

Load

Review Message

Detail

Review Period

Summary

Adjust and Submit

Resource

Requirements

Planning (RRP)

Settings

Page 14: JD Edwards EnterpriseOne Supply Chain Planning · Approach? Validate Resource Profile RRP Used Is Routing Valid? Is Bill of R Material Valid? Yes Regenerate Resource Profile Yes Notify

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

JD Edwards EnterpriseOne Adjust Resource Capacity

Production and

Distribution

Planner

Method to

Synchronize

Forecast and

Capacity?

Type Capacity

Change?

Adjust

Resource

Capacity

Create

Purchase

Requisition for

Asset

Receive

Notification

from

Procurement

Requirement for

Asset Go To: Procurement and Materials

Management; Manage Requisitions

Create HR

Requisition for

Staff Change

Requirement for

Staff Change

Receive

notification

from Human

Resources

Go To: Recruiting; Recruit

Candidates; Create HR Requisitions

Change

Resources on

Work Center

Master

Regenerate

Resource Units

Method of

Changing

Resource

Profile?

Change in Batch

Short-term (Over time) Resources AuthorizedRevise Labor

Resources

Change

Interactively

Establish

Enterprise

Planning

Frequency

and Horizon

Page 15: JD Edwards EnterpriseOne Supply Chain Planning · Approach? Validate Resource Profile RRP Used Is Routing Valid? Is Bill of R Material Valid? Yes Regenerate Resource Profile Yes Notify

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

JD Edwards EnterpriseOne L2 Create Production and Distribution Plans

Production and

Distribution

Planner

Demand Planner

Operations

Validate Supply

Chain Forecasts

Create Demand

Plans

Planning

Approach?

Establish Reorder

Point

Replenishment

PlanReorder

Point

Replenishment

Procure Goods

and Services

Prepare Fulfillment

Master Schedule

Fulfillment

Planning

Manage

Scheduling Issues

Initiate Supply

Plans

Lower Level

Planning

Required?

Prepare Material

Requirements

Plan

Analyze Supply

Chain Plans

Lower Level

Planning

Required

Material

Requirements

Plan Valid?

Lower Level Planning Not Required

Yes

Production

No

Page 16: JD Edwards EnterpriseOne Supply Chain Planning · Approach? Validate Resource Profile RRP Used Is Routing Valid? Is Bill of R Material Valid? Yes Regenerate Resource Profile Yes Notify

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JD Edwards EnterpriseOne Establish Reorder Point Replenishment Plan

Procurement

Production and

Distribution

Planner

Planning

Approach?

Select Items and

Create Orders

Find Inventory

Items at Record

Point

Procurement

Supplies

Procure Goods

And Services

Reorder

Point

Replenishment

Page 17: JD Edwards EnterpriseOne Supply Chain Planning · Approach? Validate Resource Profile RRP Used Is Routing Valid? Is Bill of R Material Valid? Yes Regenerate Resource Profile Yes Notify

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

JD Edwards EnterpriseOne Prepare Fulfillment Master Schedule

Production and

Distribution

Planner

Planning

Approach?

Fulfillment

Planning

Generation

Method?

Submit Master

Production

Schedule – Single

Site

Submit Master

Production

Schedule (MPS) –

Multi Site

Generate Messages

Based on Branch

Relationships

Generate Messages with

No Branch

Relationships

Manufactured

Items in Master

Schedule?

Submit Rough Cut

Capacity Planning

(RCCP)

Yes

No

Method of

Reviewing

Schedule?

Review Planning

Messages

Print Load and

Detailed

Messages –

Rough Cut CRP

Print Period

Summery – Rough

Cut CRP

Review Master

Schedule

Print Master

Schedule Plan and

Message Detail

Determine

Master

Schedule

Validity

No Schedule Validation PerformedMaster

Schedule Valid

Initiate Supply

Plans

Manage

Scheduling IssuesMaster Schedule Not Valid

Master Schedule Valid;

Planning Messages Generated

Page 18: JD Edwards EnterpriseOne Supply Chain Planning · Approach? Validate Resource Profile RRP Used Is Routing Valid? Is Bill of R Material Valid? Yes Regenerate Resource Profile Yes Notify

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

JD Edwards EnterpriseOne Manage Scheduling Issues

Production and

Distribution

Planner Prepare Fulfillment

Master Schedule

Material

Requirements

Plan Valid?

No

Type of

Adjustment?

Type Capacity

Change?

Adjust

Resource

Capacity

Create

Purchase

Requisition for

Asset

Requirement for

Asset

Receive

Notification

from

Procurement

Go To: Procurement and Materials Management;

Procure Goods and Services; Manage Requisitions

Create HR

Requisition

for Staff Change

Requirement for

Staff Change"Actual Data Summarized"

Receive

Notification

from Human

Resources

Go To: Recruiting; Recruit

Candidates; Create HR Requisitions

Change

Resources on

Work Master

Center

Method of

Changing

Resource

Profile?

Change in

Batch

Short-term (Over time)

Resources Authorized

Regenerate

Resource Units

Revise Labor

Resources

Change

Interactively

Operation

Dispatch Inquiry

Adjust Load

(Import/Export

Load to Balance

Capacity)

Determine

Duration of

Changes

Importing or

Exporting

Load?

Determine

Method of

Exporting Load

Exporting

Load

Item/Branch Plant

Maintenance

Importing

Load

Create

Purchase

Requisition to

Acquire

Manufactured

Item or Service

to Complete

Routing Step

Change Selected

Work Orders’

Routing

Re-allocate

Load between

Work Centers

Determine

Method of

Importing Load

Go To: Procurement and Materials Management;

Procure Goods and Services; Manage Requisitions

Request Item

Changes Due to

Long-Term

Changes in

Replenishment

PlanGo To: Product Development;

Manage Product/Quality Changes

Work with Item

Branch

Adjust

Planning

Data

Work with

Additional System

Information

Work with

Quantities (for an

Item)

Basic Branch/Plant

Data

Review Forecasts

Request

Change to

Forecast

Type of

Demand?

Request

Rescheduling

of Customer

Order

Enter Sales Order

Header Details

Enter/Change

Forecasts (for

Parent Items)Demands

Sales Orders

Adjust

Demand

Revise Forecast

"Forecast Revision Rescheduled"

Reschedule Sales Order

Revised Forecast

Rescheduled Sales

Order

"Long Term Change Made to Manage Capacity"

Page 19: JD Edwards EnterpriseOne Supply Chain Planning · Approach? Validate Resource Profile RRP Used Is Routing Valid? Is Bill of R Material Valid? Yes Regenerate Resource Profile Yes Notify

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

JD Edwards EnterpriseOne Initiate Supply Plans

Supplier

Production and

Distribution

Planner

Prepare Fulfillment

Master Schedule

Process Order

Messages in Batch

Order Message to

Process in Batch

Message

Type?

Time Series

Inquiry

Pegging Inquiry

Manufacturing

Data

Review Supply

and Demand

Inquiry

Modify Message

Rate Schedule

Review Messages

(Prioritized)

Research and Edit

Messages for an

Item

Order Message to

Process On-Line

Process

Message(s)

Item

Replenishment

Method?

Generate Order

Item Transferred from Other Branch

or Purchased

Sales OrdersProcurement

Supplies

Purchase Order Created from Planning Process

Sales Order Component of Transfer Order

Manufacturing

Supplies and

Demands

Item Manufactured; Manufacturing

Orders Created From Planning Process

Sales Order Component of Transfer Order

Purchase Order Created from Planning Process

Manufacturing Orders Created From Planning Process

Lower Level

Planning

Required?

Generate Supplier

Schedule

Does Supplier

Schedule Need

Revision?

Messages for

Supplier

Schedule Items

Review/Revise

Supplier Schedule

Supplier Schedule Needs Revision

Release Supplier

Schedule

Supplier Schedule Does Not

Need Revision

Print Supplier

Demand Schedule

"Supplier

Schedule Released"

Supplier –

Customer Service

"Demand

Schedule

Sent"

Purchase Order for Supplier Schedule

Order Revision or

Warning Message

Recommended Changes to Purchase Orders

Recommended Changes to Manufacturing Orders

Page 20: JD Edwards EnterpriseOne Supply Chain Planning · Approach? Validate Resource Profile RRP Used Is Routing Valid? Is Bill of R Material Valid? Yes Regenerate Resource Profile Yes Notify

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

JD Edwards EnterpriseOne Prepare Material Requirements Plan

Production and

Distribution

Planner

Lower Level

Planning

Required?

Lower

Level

Planning

Required

Type of

Generation

Method?

Submit Detailed

Schedule (MRP) -

Single-site

Manufacturing

Submit Detailed

Schedule - Multi-

plant

Generate Messages

Based on Branch

Relationships

Generate Messages with

No Branch

Relationships

Capacity

Planning

Used?

Submit Detailed

Capacity Planning

(CRP)

Yes

No

Method of

Reviewing

Schedule?

Review Messages

by Dispatch Group

Print Load and

Messages -

Detailed CRP

Print Period

Summary -

Detailed CRP

Review Master

Schedule

Print MRP

Schedule and

Message Detail

Determine

Master

Schedule

Validity

Material

Requirements

Plan Valid?

Page 21: JD Edwards EnterpriseOne Supply Chain Planning · Approach? Validate Resource Profile RRP Used Is Routing Valid? Is Bill of R Material Valid? Yes Regenerate Resource Profile Yes Notify

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

JD Edwards EnterpriseOne L2 Analyze Supply Chain Plans

Demand Planner

Production and

Distribution

Planner

Create Demand

Plans

Validate Supply

Chain Forecasts

Create Production

and Distribution

Plans

Forecast Analysis

Material Planning

Analysis

Capacity Planning

Analysis

Select Type of

Supply Chain

Analysis?

Conclude Supply

Chain Analysis

Page 22: JD Edwards EnterpriseOne Supply Chain Planning · Approach? Validate Resource Profile RRP Used Is Routing Valid? Is Bill of R Material Valid? Yes Regenerate Resource Profile Yes Notify

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

JD Edwards EnterpriseOne Forecast Analysis

Production and

Distribution

Planner

Select Type of

Supply Chain

Analysis?

Forecast

Analysis

Needed?

Create ad hoc

Forecast

Reports, as

Needed

Review Forecast

Discuss Results

with Appropriate

Personnel

Conclude Supply

Chain Analysis

Inquiries

Reports

Page 23: JD Edwards EnterpriseOne Supply Chain Planning · Approach? Validate Resource Profile RRP Used Is Routing Valid? Is Bill of R Material Valid? Yes Regenerate Resource Profile Yes Notify

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

JD Edwards EnterpriseOne Material Planning Analysis

Production and

Distribution

Planner

Plan and Message

Details

Pegging (R)

Enter/Change

Schedule

Branch

Relationships

Blanket Order

Inquiry

Planning Family

Detailed Message

Review

Project ETO/

PMPN

Available to

Promise (ATP)

Pegging Inquiry

Review Supply

and Demand

Inquiry

Lead Time

Select Material

Planning

Inquiries

Required?

Select Material

Planning

Reports to Print

or Review

Online?

Select Type of

Supply Chain

Analysis?

Type of

Material

Planning

Analysis?

Inquiries

Reports

Discuss Results

with Appropriate

Personnel

Conclude Supply

Chain Analysis

Page 24: JD Edwards EnterpriseOne Supply Chain Planning · Approach? Validate Resource Profile RRP Used Is Routing Valid? Is Bill of R Material Valid? Yes Regenerate Resource Profile Yes Notify

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

JD Edwards EnterpriseOne Capacity Planning Analysis

Production and

Distribution

Planner

Select Type of

Supply Chain

Analysis?

Type of

Analysis?

Create Load and

Detailed

Messages

Create Period

Summary (R)

Create Dispatch

List Report

Review Work

Center Capacity

Review Period

Summary (I)

Review Message

Detail

Review Operations

Dispatches

Type of

Analysis?

Inquiries

Type of

Reports?

Printed

Online

Reports

Discuss Results

with Appropriate

Personnel

Conclude Supply

Chain Analysis