i2 technologies, inc. confidential1 i2 tradematrix collaboration planner demand collaboration demo...
TRANSCRIPT
![Page 1: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/1.jpg)
i2 Technologies, Inc. Confidential 1
i2 TradeMatrix Collaboration Planner
Demand Collaboration
Demo ScriptNovember, 2000
![Page 2: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/2.jpg)
i2 Technologies, Inc. Confidential 2
Contents
Introduction Background Introduction on CPFR
(Collaborative Planning, Forecasting and Replenishment) workflow
Case description TM-DC Demonstration Feature function discussion
![Page 3: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/3.jpg)
i2 Technologies, Inc. Confidential 3
Introduction
The purpose of this document is to explain how i2 TradeMatrix Demand Collaboration (henceforth called TM-DC) is used to support collaborations between manufacturers and retailers. The document describes a CPFR collaboration workflow and demonstrates how to manage exceptions in collaborations. The collaboration process begins with the customers and sellers making sales forecasts for a particular item and ends with the generation of committed orders for an item.
![Page 4: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/4.jpg)
i2 Technologies, Inc. Confidential 4
Background Information on CPFRVoluntary Interindustry Commerce Standards (VICS) created the CPFR guidelines to standardize the replenishment planning process and reduce the variance between supply and demand. Below is a detailed description of the steps in a collaboration. TM-DC automates most of the steps described below.
Steps in Collaboration1. Develop a front-end agreement : An agreement is made between the
manufacturer and the retailer which determines how the collaboration is tracked, which information is shared between the parties, the frozen forecast period and how to resolve forecast differences.
2. Create a joint business plan : A more detailed implementation of the front-end agreement which includes item management profiles, such as the order minimums and multiples, lead times, order intervals, safety stock, frozen forecast period, and acceptable differences in forecasts. A calendar of promotional events is also established.
3. Create a sales forecast : The parties use a combination of point-of-sale data, causal information, and events to create a forecast of end consumer
![Page 5: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/5.jpg)
i2 Technologies, Inc. Confidential 5
CPFR (continued)
4. Identify the sales forecast exceptions : The two parties' forecasts are compared and forecast differences falling outside the exception criteria are flagged. The parties investigate the cause of the differences.
5. Collaborate to resolve sales forecast exceptions : The parties resolve the exception by agreeing to modify their forecasts so that they are in agreement
6. Create an order forecast : Once the period of collaboration on the sales forecast has ended, the order forecast is computed based on the sales forecast and the desired inventory levels at the end of the period, plus safety stock.
7. Identify the order forecast exceptions : Similar to step 4.
8. Collaborate to resolve order forecast exceptions : Similar to step 5.
9. Generate the Order : The frozen period of the order forecast is exported for execution by the manufacturer.
![Page 6: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/6.jpg)
i2 Technologies, Inc. Confidential 6
CPFR TerminologyCPFR Data Measure DescriptionCustomer Sales Forecast The customer’s forecast of sales of a particular item to the end
customers.
Supplier Sales Forecast The supplier’s forecast of sales of a particular item to the endcustomers.
Agreed Forecast Some function of the customer and supplier sales forecasts.(Computed)
Safety Stock The number of items the customer wants to keep in inventoryas a safety buffer.
Starting Inventory The customer’s estimate of his inventory of a particular itemprior to getting what he orders from the supplier. Thecustomer uses this in generating an order forecast from asupply forecast.
Customer Order Forecast The buyer’s forecast of his orders for the item to the seller.(Computed)
Supply Commit The number of items the supplier commits to deliver to thecustomer. (Computed).
Customer Request The number of items the customer finally requests from thesupplier. (Computed.)
![Page 7: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/7.jpg)
i2 Technologies, Inc. Confidential 7
Case Description
‘BodyCovers’ and ‘ClothesForYou’, two major garment stores, have recently embarked on a collaborative demand planning and forecasting initiative.
Their main objective is to increase the accuracy of demand planning and forecasting processes by lessening the demand signal distortion.
This is expected to result in reduced inventory, less obsolescence, increased customer service and improved responsiveness to market demands.
Both the stores have clothes for men and women, and have suppliers for each category. The men's wear is supplied by ‘Fashion’ and women's wear is supplied by ‘Tailors’. The customer (retailer) stores have sites at different locations in the country.
![Page 8: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/8.jpg)
i2 Technologies, Inc. Confidential 8
TM-DC DemonstrationThis self-paced demo is used to illustrate the functionalities and the capabilities
of i2 Technologies’ TM-DC product – version 5.0 (TM 5.0 DC). The workflows in this demo closely follow the CPFR guidelines.
Following are the entities in this demo:
RetailersBodyCovers, ClothesForYouSuppliers Fashion, TailorsItems Shirts, Trousers, T-Shirts, Jeans, Skirts, Tops, Tank tops,
DungareesSites For ClothesForYou – 5th Av., 10th Av., Evanston,
Schaumburg, DallasFor BodyCovers – Golf Mills, Gurnee Mills, Site A, Site B
Supplier and Retailer can have different names for the same item, and it can be mapped by the broker. For this demo, they are same.
Also for this demo, we consider the collaboration between ‘BodyCovers’ (Retailer) and ‘Tailors’ (Supplier) involving the item ‘Skirts’ at the site ‘Golf Mills’. Any other collaboration can be demonstrated in a similar manner.
![Page 9: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/9.jpg)
i2 Technologies, Inc. Confidential 9
Steps of the Workflow This demo illustrates the following:
1. Front end agreement between the customers and suppliers.
2. Joint business planning where exception tolerance settings are maintained.
3. Customer and supplier forecasts using different hierarchies.
4. Forecast mismatch resolution process between the suppliers and the customers.
5. Messaging between suppliers and customers, and also to outside parties.
6. Product level exception tolerances.
7. Handling of promotional events.
8. Data upload and download.
![Page 10: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/10.jpg)
i2 Technologies, Inc. Confidential 10
Retailers’ Product Hierarchy
For BodyCovers and ClothesForY ou
S h irts Trou sers
F orm a l
TS h irts Jean s
C asu a l
M en sW ear
S k irts Top s
F orm al
Tan kTop s D u n g arees
C asu a l
W om en sW ear
C lo th es
![Page 11: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/11.jpg)
i2 Technologies, Inc. Confidential 11
Supplier’s Product Hierarchy
For Tailors
S k irts Top s Tan k top s D u n g arees
C lo th es
For Fashion
S h irts TS h irts
U p p er
Jean s Trou sers
L ow er
C lo th es
![Page 12: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/12.jpg)
i2 Technologies, Inc. Confidential 12
Retailer’s Region Hierarchy For BodyCovers
G olf_ M ills G u rn ee_ M ills
C h icag o
S ite_ A S ite_ B
L osA n g e les
U S A
For C lothesForY ou
5 th A ven u e 1 0 th A ven u e
N ew Y ork D a llas
E van s ton S ch au m b u rg
C h icag o
U S A
![Page 13: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/13.jpg)
i2 Technologies, Inc. Confidential 13
Supplier’s Region Hierarchy
For Fashion and Tailors
M id W es t E as tC oas t W es tC oas t
U S A
![Page 14: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/14.jpg)
i2 Technologies, Inc. Confidential 14
Demo
Start the server by going to Start>Programs>i2 TradeMatrix DC>Start TradeMatrix Server
On the browser, go to the following address http://localhost/tm.Login.jsp Login as follows:
Username: BodyCovers
Password: changeme
***** Note that these are case sensitive **** Uncheck the “Use Default Role” box. Select a language (For this demo, we use English)
After all the entries, the screen should look like:
![Page 15: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/15.jpg)
i2 Technologies, Inc. Confidential 15
Uncheck this box to see all the roles
![Page 16: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/16.jpg)
i2 Technologies, Inc. Confidential 16
You will see that BodyCovers has 2 roles: ADMIN and CUSTOMER. Click on the BodyCovers-CUSTOMER hyperlink to log in as a customer.
![Page 17: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/17.jpg)
i2 Technologies, Inc. Confidential 17
The following screen appears. Note that the user name and the role are shown on the top of the screen. On the left are the various workflows. Towards the bottom left corner are links to bookmarks and rest is the main work area.
Workflows
Bookmarks
User Name & Role
Work Area
![Page 18: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/18.jpg)
i2 Technologies, Inc. Confidential 18
Front End Agreement First step in any collaboration is to establish Front End Agreement with a supplier. Navigate to Front End
Agreement > Agreement. Select Tailors from the drop down supplier list and press View. The following screen is seen. One can edit the agreement and click Update to store it.
![Page 19: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/19.jpg)
i2 Technologies, Inc. Confidential 19
Joint Business Plan Next step is to enter the exception tolerances for the joint business plan. Navigate to Joint Business
Plan > Collab exception tolerance. Select Tailors from the drop down supplier list and click View.
![Page 20: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/20.jpg)
i2 Technologies, Inc. Confidential 20
You are prompted to select the products / items for which you want to set the exception tolerances. Select all the items under the product hierarchy of Tailors by selecting the radio button against Tailors > Clothes and press View.
![Page 21: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/21.jpg)
i2 Technologies, Inc. Confidential 21
The following screen is displayed. Since the exception tolerances have not been set for different data measures, the entries are blank as shown.
Input the value 10 (expressed as %) as agreeable +/- tolerance in the time buckets and click update. This updates the data base.
We can have absolute values instead of percentages. That need changes in the corresponding java files under \cfg\ex\/problem folder.
![Page 22: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/22.jpg)
i2 Technologies, Inc. Confidential 22
A message is shown which tells that the tolerance limits were uploaded successfully. Click on Close.
![Page 23: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/23.jpg)
i2 Technologies, Inc. Confidential 23
To verify whether the upload was successful, navigate again to Joint Business Plan > Collab exception tolerance, select Tailors from the drop down supplier list, press View, select the radio button against Tailors > Clothes and press View. The following screen is seen showing successful upload.
Uploaded values have been stored successfully
![Page 24: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/24.jpg)
i2 Technologies, Inc. Confidential 24
Permissions/Privileges: We have the provision of setting permissions via 2 modes: batch mode and from the UI.
The Joint Business Plan>Phase editability editor link is used to give read/write/both privileges.
Clicking on this link brings up the following screen
![Page 25: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/25.jpg)
i2 Technologies, Inc. Confidential 25
Select Tailors from the drop down supplier list and click on View. We are prompted to select the products/items for which we want to set the
privileges. Click on Tailors and select the radio button against Clothes. Click View. The following screen comes up where we can set privileges as shown.
![Page 26: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/26.jpg)
i2 Technologies, Inc. Confidential 26
Once we have set privileges, click Update. A message, as shown below, comes up saying that the phase edit masks have
been updated successfully.
![Page 27: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/27.jpg)
i2 Technologies, Inc. Confidential 27
Similarly we can use the Phase Editor to define the phase length of Frozen and Forecast phases.
Click on Joint Business Plan>Phase Editor. Select Tailors from the drop down supplier list. Click View. Click on the hyper linked Tailors. Click the radio button against Clothes and then click View. The following
screen comes up where you can define the phase lengths.
![Page 28: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/28.jpg)
i2 Technologies, Inc. Confidential 28
Collaborations: Product Hierarchy To see the product hierarchy for BodyCovers, navigate to Collaborations >
Product Hierarchy and click on the hyper linked BodyCovers. Follow the links to reach the items. One such hierarchy is shown below.
Product HierarchyItems
![Page 29: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/29.jpg)
i2 Technologies, Inc. Confidential 29
Collaborations: Region Hierarchy Similarly, to see the region hierarchy, navigate to Collaborations > Region
Hierarchy and click on the hyper linked BodyCovers. Follow the links too reach the sites. One such hierarchy is shown below.
Sites
Region Hierarchy
![Page 30: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/30.jpg)
i2 Technologies, Inc. Confidential 30
Collaboration between BodyCovers and Tailors can be viewed in many ways. You can navigate by either of the following links: Supplier-Item-Site or Site-Supplier-Item or Site-Item-Supplier.
Lets look at a collaboration by Supplier-Item-Site. Navigate to Collaborations > Supplier-Item-Site. The following screen is seen.
If we click on this arrow, it shows all collaborations between BodyCovers and Tailors
![Page 31: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/31.jpg)
i2 Technologies, Inc. Confidential 31
Click on the hyper linked Tailors, select an item, say Skirts, and select a site, say Golf Mills. A Multi Collaboration Hybrid View with all the collabs which meet the specifications come up as shown.
![Page 32: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/32.jpg)
i2 Technologies, Inc. Confidential 32
Data Measures
The following data measures are used in this demo: Customer Base Forecast Customer Promotion Forecast Supplier Base Forecast Supplier Promotion Forecast On-Hand Inventory (for the customer) Safety Stock (for the customer)
Note: Since we are logged in as a customer, we can only edit customer’s data measures (i.e. Customer Base Forecast, Customer Promotion Forecast, On-Hand Inventory and the Safety Stock). The other data measures are not editable by the customer since they belong to the supplier.
![Page 33: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/33.jpg)
i2 Technologies, Inc. Confidential 33
Computed Data Measures
Based on the previous data measures, the following data measures are computed: Total Customer Sales Forecast = Customer (Base + Promotion) Forecast Total Supplier Sales Forecast = Supplier (Base + Promotion) Forecast Total Order Forecast = Total Customer Sales Forecast + Safety Stock – On-
Hand Inventory Total Sales Forecast Mismatch = (Total Customer Sales Forecast – Total
Supplier Sales Forecast )*100/Total Customer Sales Forecast Order Forecast Mismatch = (Total Order Forecast – Vendor Commit)*100/Total
Order Forecast Base Forecast Mismatch = (Customer Base Forecast – Supplier Base
Forecast)*100/Customer Base Forecast Promo Forecast Mismatch = (Customer Promotion Forecast – Supplier
Promotion Forecast)*100/Customer Promotion Forecast
![Page 34: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/34.jpg)
i2 Technologies, Inc. Confidential 34
Classification of Mismatches
Remember, we had set tolerance value as 10% under the Joint Business Plan > Collab exception tolerance workflow.
The mismatches are classified as Low, Medium or High depending upon their percentage value. If the calculated value is -
Between 10% and 15%, then it is said to be ‘Low, Between 15% and 20%, it is ‘Medium’ Above 20%, it is ‘High’Note: These limits can be changed depending upon the requirements in the \cfg\
ext\prob\(data measure name).java files
For e.g. Total Sales Forecast Mismatch = (1200-1050)*100/1200 =12.5%; hence low
Also Order Forecast Mismatch = (1200-1000)*100/1200 = 16.7%; hence Medium
Similarly, other computed data measures are classified.
![Page 35: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/35.jpg)
i2 Technologies, Inc. Confidential 35
To go from a Multi Collaboration view to a Single Collaboration View, click on the yellow arrow. The following screen comes up.
![Page 36: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/36.jpg)
i2 Technologies, Inc. Confidential 36
Suppose BodyCovers wants to know what is Tailors’ base forecast for Womenswear in a region, say Chicago.
Navigate to Collaborations>Product Hierarchy and make the selections as shown below:
![Page 37: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/37.jpg)
i2 Technologies, Inc. Confidential 37
Once we click Search, the following screen comes up. Note that there are 4 items under Womenswear and there are 2 sites in Chicago. Hence the total value is 8 times the forecast value of 1 item at one site, which is 900 in our demo Hence the shown value is 7200.
4 times the value of 900
![Page 38: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/38.jpg)
i2 Technologies, Inc. Confidential 38
Similarly, lets say that the supplier Tailors wants to find out how much is the total customer base forecast for women clothes in a region, say Midwest.
Log off and log in again with the following parametersLogin Name:Tailors Password: changeme
For this demo, do not uncheck the ‘Use Default Box’ so that we can log in as a Supplier.
Do not Uncheck
![Page 39: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/39.jpg)
i2 Technologies, Inc. Confidential 39
The following screen appears. It looks the same as that for the customer except for the fact that we are logged in as a supplier.
![Page 40: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/40.jpg)
i2 Technologies, Inc. Confidential 40
Navigate to Collaborations>Product Hierarchy and make the selections as shown below.
![Page 41: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/41.jpg)
i2 Technologies, Inc. Confidential 41
After clicking on Search, the following screen comes up. Note that there are 2 customers, each needing 4 products at 2 sites each. Hence
the value seen is 16 times the single value of 1000.
16 times the value of 1000
![Page 42: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/42.jpg)
i2 Technologies, Inc. Confidential 42
Note that this aggregation of forecast measures depends on roll up dimensions which are specified in the server\cfg\Web.properties file.
For more information, refer to the document titled “Aggregation by Dimensions”
![Page 43: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/43.jpg)
i2 Technologies, Inc. Confidential 43
Exception Resolution
Exception Resolution is done by collaboration and modifying the forecast values. Now we will see how the application addresses this issue.
Navigate to the same collaboration by using the Collaborations > Customer-Item-Site link. Pick BodyCovers as the customer, Skirts as the item and Golf_Mills as the site. The following screen comes up showing the MCV.
![Page 44: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/44.jpg)
i2 Technologies, Inc. Confidential 44
Note that the same data measures are seen. But now we can only edit the supplier’s data measures. The customer data measures are not editable since we are logged in as a supplier. Also the same exceptions are flagged.
Can only edit the supplier’s data measures
![Page 45: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/45.jpg)
i2 Technologies, Inc. Confidential 45
Now Tailors sees the exceptions based on BodyCovers requirements. It reviews its data measures and updates its Base Forecast and Promotion Forecast to 975 and 175 respectively.
Make the appropriate changes and click Update.
Updated Values
![Page 46: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/46.jpg)
i2 Technologies, Inc. Confidential 46
A message saying pit data was updated comes up. Click OK. The following screen comes up. See that some of the exceptions have been resolved / reduced because of Tailors’ update
Resolved
Reduced
![Page 47: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/47.jpg)
i2 Technologies, Inc. Confidential 47
Feature FunctionA feature supported by TM-DC is ‘Messaging’. A user can send messages to
another user to convey information.
Click on the yellow arrow to go to the Single Collab View.
![Page 48: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/48.jpg)
i2 Technologies, Inc. Confidential 48
The following screen comes up showing the Single Collab View (SCV). The Message tab is just besides the Hybrid View tab.
![Page 49: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/49.jpg)
i2 Technologies, Inc. Confidential 49
Click on the Message tab and it takes to a screen with options to compose message, delete message etc. as shown.
![Page 50: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/50.jpg)
i2 Technologies, Inc. Confidential 50
Click on the Compose button to send a message to BodyCovers. The following screen pops up. Type in the message and click Send. A confirmation message comes. Click on Close.
![Page 51: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/51.jpg)
i2 Technologies, Inc. Confidential 51
To see that the message has been sent, navigate to Issues>Alerts>Sent. You will see a list of messages that Tailors has sent. Clicking on the hyper linked subject will take you to the message.
![Page 52: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/52.jpg)
i2 Technologies, Inc. Confidential 52
To verify that the exceptions have been modified for BodyCovers too, log out and log in again as BodyCovers. Navigate to the same Supplier-Item-Site combination (i.e.Tailors-Skirts-Golf_Mills) . We will see the same changes in its MCV.
![Page 53: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/53.jpg)
i2 Technologies, Inc. Confidential 53
Navigate to Issues>Alerts>Received. You will see the message from Tailors.
![Page 54: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/54.jpg)
i2 Technologies, Inc. Confidential 54
Click on the hyperlink to go to the SCV. You can see the changes made by Tailors. Also note that since the range of buckets here is more than the buckets for which Tailors modified its data measures, hence exceptions are not resolved for the complete timeline.
![Page 55: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/55.jpg)
i2 Technologies, Inc. Confidential 55
To see the message sent by Tailors, click on the Message tab and then click on the hyper linked subject. The following window pops up showing the message.
![Page 56: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/56.jpg)
i2 Technologies, Inc. Confidential 56
Feature FunctionWe can also send messages to users outside the firewall.
If we are logged in as Tailors, click the radio-button against “Attach to object and copy to mailing list” and specify the mailing list. Then the message goes to all the members of that mailing list.
![Page 57: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/57.jpg)
i2 Technologies, Inc. Confidential 57
In this demo, we have defined a mailing list called ‘outside_mailing_list’ and its members are Tailors, Fashion, BodyCovers and ClothesForYou.
Go to www.yahoo.com and click on ‘Check Email’ Yahoo ID: [email protected] Password: changeme
![Page 58: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/58.jpg)
i2 Technologies, Inc. Confidential 58
After we click on the Sign In button, the following screen comes up.
![Page 59: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/59.jpg)
i2 Technologies, Inc. Confidential 59
Click on the hyper linked Inbox. Since there are 4 members in the mailing list and they have the same mailing address, so there are four messages.
![Page 60: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/60.jpg)
i2 Technologies, Inc. Confidential 60
Click on the hyper linked subject of any message to read it.
![Page 61: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/61.jpg)
i2 Technologies, Inc. Confidential 61
Viewing the Problems To look at problems, navigate to Issues>Problems. This leads to the Problem
Summary screen as shown below. We are again logged in as BodyCovers.
![Page 62: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/62.jpg)
i2 Technologies, Inc. Confidential 62
Click on one of the hyper linked category, select the collab and click Multi Collab. This takes to the same MCV.
Similarly, one can view problems using other links under Issues.
![Page 63: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/63.jpg)
i2 Technologies, Inc. Confidential 63
Other ways to find collaboration between a supplier and customer is to use the Collaborations > Multi Collab or Collaborations>Multi Collab by Hierarchy workflow.
As an example, click on the Multi Collab link. The following screen comes up.
![Page 64: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/64.jpg)
i2 Technologies, Inc. Confidential 64
Make the appropriate selections i.e.Tailors-Supplier, Golf_Mill, Customer Item= Skirts and pick the data measures you want to see.
![Page 65: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/65.jpg)
i2 Technologies, Inc. Confidential 65
When we click Search, the following screen comes up showing the collaboration found.
Click here
![Page 66: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/66.jpg)
i2 Technologies, Inc. Confidential 66
If we click on the yellow arrow, it takes us to the same SCV as before.
Similarly we can use the other link to search for collaborations.
![Page 67: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/67.jpg)
i2 Technologies, Inc. Confidential 67
Clicking on Home at any time takes us to the first page. For help, click on Help and it opens a User Help manual in a new window.
Click here for User Help Manual
![Page 68: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/68.jpg)
i2 Technologies, Inc. Confidential 68
Utilities In the Workflow area, there is a Link called Utilities. Open it.
![Page 69: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/69.jpg)
i2 Technologies, Inc. Confidential 69
You will see a lot of options like Change Password, Change Role etc. These are the various utilities provided in the application
As an illustration, click on Change Password.
![Page 70: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/70.jpg)
i2 Technologies, Inc. Confidential 70
The following screen comes up. Here you can change your password for future logins.
Similarly, one can explore other utility workflows.
![Page 71: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/71.jpg)
i2 Technologies, Inc. Confidential 71
Feature Function An important feature of TM-DC is the ability to create on the fly product /
region groups. This is done so that the user can just look at the products / region which he/she wants and does not have to go through the entire hierarchy.
Navigate to Working Groups > Organize Group. The following screen comes up.
![Page 72: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/72.jpg)
i2 Technologies, Inc. Confidential 72
Type a name, say ‘Favorite for BodyCovers’, for the Top Level Favorite Group. Click Add Group. The following screen comes up.
![Page 73: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/73.jpg)
i2 Technologies, Inc. Confidential 73
Clicking on OK takes you to a screen where you can start adding products to the group created.
![Page 74: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/74.jpg)
i2 Technologies, Inc. Confidential 74
Click on the hyper linked Favorite Hierarchy. The name of the group created comes up as a hyper link.
![Page 75: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/75.jpg)
i2 Technologies, Inc. Confidential 75
Click on the hyper linked name. The following screen comes up which shows that there is nothing added to BodyCovers’ favorite hierarchy so far.
![Page 76: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/76.jpg)
i2 Technologies, Inc. Confidential 76
Now we start adding products to this hierarchy. Suppose we just want to add Jeans to this hierarchy. Click on Add Favorite(s). The following screen comes up giving a link to
BodyCovers’ product Hierarchy.
![Page 77: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/77.jpg)
i2 Technologies, Inc. Confidential 77
Navigate through BodyCovers>Clothes>Menswear>Casual. Check the box against Jeans. Click Add. The following screen comes up.
![Page 78: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/78.jpg)
i2 Technologies, Inc. Confidential 78
Clicking on OK takes us to a screen where you see BodyCovers’ Favorite Hierarchy as a hyper link.
Navigate through it to see that it only has Jeans in it.
![Page 79: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/79.jpg)
i2 Technologies, Inc. Confidential 79
Now suppose BodyCovers wants to add Skirts to its Favorite hierarchy. Click on Add Favorite(s)
Click
![Page 80: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/80.jpg)
i2 Technologies, Inc. Confidential 80
Navigate through BodyCovers>Clothes>Womenswear>Formal. Check the box against Skirts and click Add. Again navigate through the Favorite Hierarchy to see Jeans and Skirts as
shown.
![Page 81: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/81.jpg)
i2 Technologies, Inc. Confidential 81
Search
One can search for collabs based on a particular criterion. To do this, click on the Search link on the workflow area. The following screen comes up.
![Page 82: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/82.jpg)
i2 Technologies, Inc. Confidential 82
We can search for collabs based on Customer Item / Supplier Item / Site / Supplier. (Note that if we are logged as a supplier, we can search based on Customer rather than Supplier)
For this demo, lets search on the basis of Customer Item. Type in Skirts in that field and hit Search.
![Page 83: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/83.jpg)
i2 Technologies, Inc. Confidential 83
The following screen comes up showing all the collaborations involving the item ‘Skirts’.
Clicking on the yellow arrow will take us to the same SCV as before.
Click Here
![Page 84: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/84.jpg)
i2 Technologies, Inc. Confidential 84
This is the same SCV as seen before. Similarly, one can perform search based on other parameters.
![Page 85: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/85.jpg)
i2 Technologies, Inc. Confidential 85
Feature Function
An important feature of TM-DC is the ability to have Product Level Tolerances.
We had Joint Exception Tolerances defined previously. These are the tolerance limits for collaborations. Suppose we are interested in knowing the data measures and mismatches at the product level only. To classify those mismatches, we define Product exception tolerances.
On the Workflow, open the Product Exception Tolerance link. Navigate to Product exception tolerance editor. The following screen shows up.
![Page 86: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/86.jpg)
i2 Technologies, Inc. Confidential 86
![Page 87: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/87.jpg)
i2 Technologies, Inc. Confidential 87
Click on the hyper linked BodyCovers to go into its product hierarchy. Keep going till you reach the item level.The following message comes up saying
that product level exception tolerances can not be defined at item level.
![Page 88: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/88.jpg)
i2 Technologies, Inc. Confidential 88
Lets say you want to define tolerance limits for Womenswear. Navigate through the product hierarchy till you reach the following screen.
![Page 89: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/89.jpg)
i2 Technologies, Inc. Confidential 89
Check the radio button against Womenswear and click View. The following screen comes up where you can enter the tolerance values for
different buckets.
![Page 90: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/90.jpg)
i2 Technologies, Inc. Confidential 90
For this demo, enter the value ‘5’ in each cell and click update.
Click here
![Page 91: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/91.jpg)
i2 Technologies, Inc. Confidential 91
A message comes saying that the tolerance values were updated successfully. Click OK.
![Page 92: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/92.jpg)
i2 Technologies, Inc. Confidential 92
To verify successful update, navigate through BodyCovers>Clothes, click the radio button against Womenswear.
Click View. The following screen comes up showing successful update.
Successful Update
![Page 93: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/93.jpg)
i2 Technologies, Inc. Confidential 93
Note that the tolerances are passed on the lower members of the hierarchy. For e.g. navigate to BodyCovers>Clothes>Womenswear. Click on the radio button against Formal and click View. The following screen
comes up showing that the same tolerance limits are set for Formal.
![Page 94: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/94.jpg)
i2 Technologies, Inc. Confidential 94
To see how do these product tolerances work, open the Collaborations workflow and click on Product Hierarchy.
Select Tailors as the supplier, and select all the data measures to view. In the product hierarchy, navigate through BodyCovers> Clothes>
Womenswear and check the box against Formal. In the region hierarchy, navigate through BodyCovers>USA>Chicago and
check the box against Golf_Mills.
![Page 95: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/95.jpg)
i2 Technologies, Inc. Confidential 95
Once we click on Search, the following screen comes up. Note that now the exceptions are flagged on the basis of the Product
Tolerance value of 5, instead of the Collab Exception Tolerance value of 10 defined earlier.
![Page 96: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/96.jpg)
i2 Technologies, Inc. Confidential 96
Values in the buckets are the aggregated values of all the items for the selected product.
In our example, the product Formal has 2 items: Skirts and Tops. So the bucket values are aggregated values of these 2 items.
Exceptions are flagged for the mismatch between the aggregated supplier and customer values based on the product exception tolerance value of 5.
![Page 97: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/97.jpg)
i2 Technologies, Inc. Confidential 97
Feature Function
Another feature of TM-DC is its ability to accommodate Events. Events are marketing promotions, and consist of activities. Each activity has targets, which are the products and items affected by it. Open the Business Event link. You will see a lot of options like
Create Event Delete Event Update Event History Calendar (to retrieve an event)
For a specific event we can Create a new Activity Copy an existing activity and edit it Update an Activity Delete an Activity
![Page 98: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/98.jpg)
i2 Technologies, Inc. Confidential 98
To create an event, click on Business Event>Create Event. The following screen comes up. Click on Next.
![Page 99: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/99.jpg)
i2 Technologies, Inc. Confidential 99
Fill in the required information for this event, and click Next.
![Page 100: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/100.jpg)
i2 Technologies, Inc. Confidential 100
Following screen comes up. Since no previous activity is associated with the event, so we create a new one.
Click on Add.
![Page 101: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/101.jpg)
i2 Technologies, Inc. Confidential 101
Create a new activity by clicking Next. Fill in the required information for the activity on the screen that comes up and
click Next.
![Page 102: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/102.jpg)
i2 Technologies, Inc. Confidential 102
Fill in the necessary fields on the screen that comes up and click Next.
![Page 103: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/103.jpg)
i2 Technologies, Inc. Confidential 103
The following screen comes up where we can specify to which product-site or item-site combination does this promotion apply.
![Page 104: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/104.jpg)
i2 Technologies, Inc. Confidential 104
Select Tailors from the supplier list. Select BodyCovers>Clothes>Womenswear from the product / item list. Select BodyCovers>USA>Chicago>Golf_Mills from the region / site list
Click here
![Page 105: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/105.jpg)
i2 Technologies, Inc. Confidential 105
After we click on Include, the following screen comes up indicating that the particular combination was included.
But this also includes Dungarees on which we do not want promotion. Hence we click on Womenswear>Casual>Dungarees and click Exclude.
Click Here
![Page 106: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/106.jpg)
i2 Technologies, Inc. Confidential 106
The following screen comes up indicating that the item Dungarees has been excluded.
![Page 107: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/107.jpg)
i2 Technologies, Inc. Confidential 107
Because of this event, BodyCovers’ data measures change, since it expects a higher demand. We can modify this in the MCV.
Make the appropriate changes and click Update. The following screen comes. Exception Resolution can be done as explained earlier in this demo.
Change in promotional forecast
Corresponding Exceptions
![Page 108: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/108.jpg)
i2 Technologies, Inc. Confidential 108
Feature Function
TM-DC allows users to upload/download data so that the user can use the flat files for its own planning engine.
For example, consider the following case. BodyCovers wants to download these data measure values for the month of November,2000.
Supplier Base Forecast Supplier Promotional Forecast
Navigate to Utilities>Download Files and ,make the appropriate selections as shown on the next page.
Uncheck the ‘Delta Only’ box so that the entire data is downloaded and not just the changes since the last download.
![Page 109: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/109.jpg)
i2 Technologies, Inc. Confidential 109
After making the selections, the screen should look like the one shown below. Click Download.
![Page 110: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/110.jpg)
i2 Technologies, Inc. Confidential 110
The following message comes up giving a key to check the status of the download process.
![Page 111: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/111.jpg)
i2 Technologies, Inc. Confidential 111
Go to Issues>Alerts>Received and you will see a hyper linked subject and a link to the download data.
![Page 112: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/112.jpg)
i2 Technologies, Inc. Confidential 112
If you click on the hyper linked subject, it opens a screen as shown.
![Page 113: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/113.jpg)
i2 Technologies, Inc. Confidential 113
Close this window and click on the link to the download data. A message window opens up as shown below. Click on the radio button against “Save this file to disk” and then OK.
![Page 114: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/114.jpg)
i2 Technologies, Inc. Confidential 114
Save the file in a location of your choice. Open this file in Notepad to see the download data, which is shown below
This file can be used by BodyCovers for his planning engines.
![Page 115: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/115.jpg)
i2 Technologies, Inc. Confidential 115
If instead of saving this file, we click on the option “Open this file from its current location”, the screen prompts you to specify which program you want to use for opening the file.
![Page 116: I2 Technologies, Inc. Confidential1 i2 TradeMatrix Collaboration Planner Demand Collaboration Demo Script November, 2000](https://reader035.vdocuments.us/reader035/viewer/2022062805/5697c00f1a28abf838cca5ba/html5/thumbnails/116.jpg)
i2 Technologies, Inc. Confidential 116
Select WordPad. The following screen opens up showing the downloaded data.