solution implement guide

Guide to Solution implementation – CPG "Supply Chain Now" JDA® Demand JDA® Fulfillment JDA® Master Planning Release 8.1.0.0

JDA Software Group, Inc.

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Patents

This product may be protected by one or more US patents. Please see the JDA Patents website (http://jda.com/JDAPatents).

This product may be protected by one or more of the following non-US patents:

Europe Patent No. 0861474 (E) Taiwan Patent No. 161120 Taiwan Patent No. I222584 Europe Patent No. 0861474 (UK) Taiwan Patent No. 161181 Taiwan Patent No. I222585 German Patent No. 10195871 Taiwan Patent No. 161494 Taiwan Patent No. I222586 German Patent No. 69507020.7 Taiwan Patent No. 163816 Taiwan Patent No. I225208 German Patent No. 69507021 Taiwan Patent No. 164194 Taiwan Patent No. I225209 German Patent No. 69508931.5 Taiwan Patent No. 170630 Taiwan Patent No. I225605 German Patent No. 69508932 Taiwan Patent No. 172458 Taiwan Patent No. I227425 German Patent No. 69601151 Taiwan Patent No. 191262 Taiwan Patent No. I227427 German Patent No. 69601151.4 Taiwan Patent No. 196235 Taiwan Patent No. I231432 German Patent No. 69601152 Taiwan Patent No. 199069 Taiwan Patent No. I234724 German Patent No. 69601152.2 Taiwan Patent No. 200370 Taiwan Patent No. I235318 German Patent No. 69601207 Taiwan Patent No. 205817 Taiwan Patent No. I238957 German Patent No. 69601207.3 Taiwan Patent No. 283220 Taiwan Patent No. I239461 German Patent No. 69601208.1 Taiwan Patent No. 371338 Taiwan Patent No. I241800 German Patent No. DE10195968 Taiwan Patent No. 384430 Taiwan Patent No. I242952 Taiwan Patent No. 100569 Taiwan Patent No. 425517 Taiwan Patent No. I251760 Taiwan Patent No. 108409 Taiwan Patent No. 435034 Taiwan Patent No. I251996 Taiwan Patent No. 110827 Taiwan Patent No. 440780 Taiwan Patent No. I258090

http://jda.com/JDAPatents


Taiwan Patent No. 113331 Taiwan Patent No. 451145 Taiwan Patent No. I266251 Taiwan Patent No. 122508 Taiwan Patent No. 469405 Taiwan Patent No. I271617 Taiwan Patent No. 127358 Taiwan Patent No. 490625 Taiwan Patent No. I284847 Taiwan Patent No. 129860 Taiwan Patent No. 493122 Taiwan Patent No. I285339 Taiwan Patent No. 133048 Taiwan Patent No. 498236 Taiwan Patent No. I285342 Taiwan Patent No. 134299 Taiwan Patent No. 498247 Taiwan Patent No. I286709 Taiwan Patent No. 136847 Taiwan Patent No. 502183 Taiwan Patent No. I290290 Taiwan Patent No. 137376 Taiwan Patent No. 504640 Taiwan Patent No. I299837 Taiwan Patent No. 139353 Taiwan Patent No. 504915 Taiwan Patent No. I314297 Taiwan Patent No. 139680 Taiwan Patent No. 509869 Taiwan Patent No. I314298 Taiwan Patent No. 140308 Taiwan Patent No. 517193 Taiwan Patent No. I317103 Taiwan Patent No. 146038 Taiwan Patent No. 544598 Taiwan Patent No. M377652 Taiwan Patent No. 154327 Taiwan Patent No. 544599 Taiwan Patent No. NI-158220 Taiwan Patent No. 154338 Taiwan Patent No. 561424 Taiwan Patent No. NI-162685 Taiwan Patent No. 154339 Taiwan Patent No. 594530 Taiwan Patent No. NI-166322 Taiwan Patent No. 155489 Taiwan Patent No. 80326 Taiwan Patent No. NI-167148 Taiwan Patent No. 155708 Taiwan Patent No. 93090 Taiwan Patent No. NI-182787 Taiwan Patent No. 157467 Taiwan Patent No. I221578 Taiwan Patent No. NI-182974 Taiwan Patent No. 159609 Taiwan Patent No. I221978


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Table of Contents Chapter 1. Introduction ................................................................................................... 1

Chapter 2. Set up the environment .................................................................................. 1 Import configuration using Enterprise Change Management ............................................. 1

Set up sample database ..................................................................................... 1 Batch configuration .................................................................................................... 2

Chapter 3. Configured features ........................................................................................ 5 Configured features: Demand ...................................................................................... 5 Configured features: Fulfillment ................................................................................... 7 Configured features: Master Planning ......................................................................... 10

Chapter 4. Understand the configured user interface .................................................... 13 Configured roles ...................................................................................................... 13 Configured flexible editor instances ............................................................................ 14 Configured compound workspaces .............................................................................. 15

Demand ........................................................................................................ 15 Fulfillment...................................................................................................... 16 Master Planning .............................................................................................. 17

Configured workbenches ........................................................................................... 19 Demand workbenches ...................................................................................... 19 Fulfillment workbenches ................................................................................... 19 Master Planning workbenches ........................................................................... 20

Configured UDC ....................................................................................................... 21 Configured solution navigations ................................................................................. 23

Demand ........................................................................................................ 23 Fulfillment...................................................................................................... 24 Master Planning .............................................................................................. 25

Configured searches ................................................................................................. 26 Configured OptionSet ............................................................................................... 26

Demand ........................................................................................................ 26 Fulfillment and Master Planning ......................................................................... 27

Chapter 5. Reports ......................................................................................................... 28 Demand reports ...................................................................................................... 28

Forecast Performance report template ................................................................ 28 Forecast Percentage Error report ....................................................................... 29 Forecast Waterfall report template ..................................................................... 31

Fulfillment reports ................................................................................................... 33 Production, Sales and Inventory Report .............................................................. 33 Supply Plan Report .......................................................................................... 35

Master Planning reports ............................................................................................ 37 Production, Sales and Inventory Report .............................................................. 37

Index ............................................................................................................................. 40

Introduction

Chapter 1. Introduction JDA Supply Chain Now is a packaged solution, which focuses on quick ROI through prescriptive solution delivery driven through templates and standard interfaces.

Key Supply Chain Now capabilities are:

• Demand Management

• Provides multi-level demand forecasting

• Enables statistical forecasting and market-event adjustment

• Facilitates top-down/bottom-up reconciliation

• Measures forecast performance

• Offers a 12 to 15 month forecast horizon

• Replenishment and Inventory Planning

• Generates planned shipments from plants/suppliers to distribution centers

• Enables time-phased shipment and inventory plans

• Respects safety stocks, lead times, operation calendars, ordering and inventory policies

• Allocates inventory deployment in constrained supply condition

• Builds transportation loads based on capacity constraints and order priorities

• Offers a 12 to 15 month planning horizon

• Production Planning

• Generates planned orders for manufacturing

• Respects capacity constraints, production rates and bill of materials

• Automates load leveling

• Reporting and Monitoring

• Generates configurable stock-out, stock-low and stock-high exceptions

• Provides a summarized exception report.

JDA Guide to Solution implementation – CPG 1 © 2011 - 2014 JDA Software Group, Inc.- Confidential

Set up the environment

Chapter 2. Set up the environment To implement the solution, you need to install the following JDA applications on a new database:

• JDA Platform (also known as JDA Foundation).

• Supply Chain Planning and Optimization (SCPO), which includes JDA Demand, JDA Fulfillment, and JDA Master Planning.

• JDA Reporting.

After you installing the applications, you can use the installed templates to configure the solution. Two sets of templates are installed:

• XML files that can be imported using the JDA Enterprise Change Management feature to configure the security, user-defined columns, user interfaces, processes, and solution navigation.

• Command/shell scripts, xml files, and SQL files to support the batch processes.

Import configuration using Enterprise Change Management The following XML files are installed to <install_dir>/config/templates/ecm/cpg.

• CW_Instances.xml: Configures the pre-defined compound workspaces.

• FE_Instances.xml: Configures the pre-defined flexible editors’ instances.

• Node_Configuration.xml: Configures the node configuration.

• NodePool.xml: Configures the node pool.

• OptionSets.xml: Configures the Option sets.

• Rich_Workbenches.xml: Configures the .net based workbenches.

• Roles.xml: Configures the roles.

• Searches.xml: Configures the pre-defined searches.

• Thin_Workbenches.xml: Configures java based pages.

• UDC.xml: Configures the UDCs (User Defined Columns).

• navigation-scn.xml: Configures the solution navigation. This file is located under <install_dir>/config/templates/navsets.

Note: You must have appropriate roles to view the default solution navigations.

A script (ECM.bat or ECM.sh) is provided to import the data in the required order and with the necessary parameters. Before running the script:

• Ensure that a credentials.properties file exists in the <install_dir>\config\bin\platform folder. For more information on the contents of this file, see the JDA Platform Installation/Administration Guide.

• If you have used a different schema name than WWFMGR or SCPOMGR for your Foundation and SCPO schemas, you must edit the script to provide the –schemaMapping parameter. For more information on this parameter, see the JDA Platform Installation/Administration Guide.

Set up sample database You can use the sample database to view the properties of the configured user interface instances.

In the <install_dir>\config\templates\sampledata directory, using SQL*Plus, run Demand-ALL.sql and Supply-ALL.sql files as the Oracle system user to set up the sample database for the solution.



For example,

sqlplus system/manager @ Demand-ALL.sql

Batch configuration The installation also provides a pre-configured batch template, which contains shell or command scripts, batch XML files, and SQL scripts to run the batch. All searches and option sets for the processes included in the Supply Chain Now solution are pre-configured in the XMLs imported in the prior section. Following are the configured Batch Sequence and the associated set of Option Set and Searches. As part of the Enterprise Change Management import, the BatchNode is configured and is referenced in all the XML Files.

Application XML/Script Process Name Option Set Search

DMD VerifyMapDFU.xml

Verify MapDFU Process VerifyDFUMaps All Maps

DMD MapDFU_History.xml

Aggregate Hist Process MAPDFU_History All Maps

SQL Del.sql

Delete Oldest HIST, FCSTDRAFT, FCST, DFUEXCEPTION data - -

DMD CalcModel-Draft.xml

Calculate Model Process

Calcmodel_Draft, Calcmodel_Publish All DFUs

DMD

Reconcile_FCSTDraft_ Top-Bottom.xml

Reconcile Forecast Process.

Reconcile_FCSTDraft_Top-Bottom, Reconcile_FCSTDraft_Bottom-Top, Reconcile_FCSTPublish_Top-Bottom, Reconcile_FCSTPublish_Bottom-Top All Maps

SQL UpdatePublishDFU.Sql

Update DFUs to be published

Pre-Process SQL

DMD PublishForecast.xml

publish Forecast Process PublishForecast Auto Publish

SQL Delacc.sql

Delete HISTFCST, FCSTPERFSTATIC data

Pre-Process SQL

DMD

Storeforecast_LagPeriods-Publish.xml

Store Forecast Process

Storeforecast_LagPeriods-Draft, Storeforecast_LagPeriods-Publish All DFUs

DMD StoreDerivedtable_startdate.xml

Store derived Table Process

StoreDerivedtable_Lastmonday, StoreDerivedtable_startdate All DFUs

The recommended order of batches to be configured for Fulfillment and Master Planning


FF and MP LevelSKU.xml Level SKUs - -



Application XML/Script Process Name Option Set Search FF and MP TransferFcst.xml Transfers Forecast TransferFcst All SKUs

FF CalcDistributionPlan.xml Calculate Plan

Calc Distribution Plan

All Distribution SKUs

SQL DelFcstOrders.sql

Deletes forecast orders and forecast order status -

Pre-Process SQL

MP GenFcstOrder.xml

Forecast Forecast Order GenFcstOrder

All Production SKUs

SQL DelStockOrders.sql

Deletes stock orders and stock order status -

Pre-Process SQL

MP GenStockOrder.xml

Generate Safety Stock Order GenStockOrder

All Production SKUs

MP SigmoidPriority.xml

Calculate Sigmoid Priority SigmoidPriority

All Production SKUs

SQL DelMP.sql Deletes Calculate Master plan output. -

Pre-Process SQL

MP CalcMasterPlan.xml

Calculate Master Plan CalcMasterPlan

All Production SKUs

FF CalcDeploymentPlanLT.xml

Calculate Plan (Deployment)

Calc Deployment Plan LT


FF BuildTransLoad.xml

Build Transportation Loads Build TransLoad


MP GenLinkswithPriority.xml

Generate Supply and Demand Links with Priority GenLinkswithPriority

All Production SKUs

FF StoreSKUProj Dist.xml

Store SKU Projections StoreSKUProj Dist


MP StoreSKUProjProd.xml

Store SKU Projections StoreSKUProj Prod

All Production SKUs

MP StoreRESProj.xml

Store Resource Projections StoreResProj All Res

The recommended order of batches to be configured for Reporting:


Reporting StoreSKUProj PSI.xml

Store SKU Projections

StoreSKUProj PSI All Production SKUs

Reporting StoreSKUProj PSI Constraint.xml


StoreSKUProj PSI Constraint


Reporting AggStoreSKUProj PSI.xml


AggStoreSKUProj PSI

All Production SKUs

Reporting AggStoreSKUProj PSI Constraint.xml


AggStoreSKUProj PSI Constraint


Reporting StoreSKUProj SupplyPlan.xml


StoreSKUProj SupplyPlan




Note: Running the sql scripts is not mandatory. However, if process is taking longer time to delete existing records, this can be preferred.


Configured features

Chapter 3. Configured features Configured features: Demand This section provides all the configured feature of JDA Demand as part of the solution. For detailed description of each functionality list in the table, see Demand OnLine Expert.

Functionality Associated Process / Algorithm Feature

Demand Work Bench

• History and Forecast

• Year Over Year View

• Seasonality

• Algorithm Setting

• Masking history Periods

• Mean Values

• Data Drive Events

• Lifecycle/External Factor

• Targets Single/ Multi Model View

Flexible Allocation

• Aggregation

• Reconciliation

• Locking View

• Export

• Allocation Method

Override Manager • Group selection

• Single selection

Exception Graphs

• Standard Error

• Forecast Accuracy

• Forecast Quality

• Forecast/History

• Early warning signal

• Trend Type

• Trend Combination

• Serial Correlation

• User defined Graphs

Seasonality Manager

• User define profiles

• DFU based Profile

• Multi-select profile

Lifecycle Manager • User define profiles

• DFU based Profile


Configured features

Functionality Associated Process / Algorithm Feature

External Factor Manager • User define profiles

Target manager • User define target

• Allocation methods

Moving Events • Shifting seasonality

DFU Maintenance

• ADD DFU Model

• Copy DFU Model

• Introduce New DFU

• Introduce New DFU

• By Component

• Merge History

• Delete DFU

• Delete DFU Model

Calculate Model Process Verify Map Process Map DFU's Process Reconcile Forecast Process Reconcile Forecast Subset Process

Publish Forecast Process Store Forecast Process Store Derived table Process

Demand Classification Process

• Classify and Tune Parameters

• Classify only

• Tune parameters only

• Classification Manager

• Add/Update Model Process

Delete DFUs Process Delete Forecast Process Fourier Algorithm MLR Algorithm Lewandowski Algorithm Holt-Winters Algorithm Croston Algorithm AVS-Graves Algorithm Moving Average Algorithm


Configured features

Configured features: Fulfillment This section provides the configured feature of JDA Fulfillment as part of the solution. For detailed description of each functionality list in the table, see Fulfillment OnLine Expert.

Functionality Associated

Process / Algo / WorkBench

Feature Sub-Feature

Transfer Forecast

Transfer Forecast process

Merge Forecast Types

No Merging

Merge to Base and Non Base

Merge to Base

Level SKU Level SKUs process

Basic Distribution

Calculate Plan Process : Plan

Forecast Adjustment Rules

Rule 1: None

Rule 2: Respect CustOrders

Rule 3: Maximum, follow customer order curve

Rule 4: Maximum, reallocate unmet forecast.

Rule 5: Carry backward.

Rule 6: Short term customer orders.

Rule 7: Short term customer orders and forecast

Forecast Consumption Rules

FcstConsumptionRule None

FcstConsumptionRule = 1: FcstPrimConsDur forward FcstSecConsDur backward Iterate over forecast orders.

FcstConsumptionRule = 2: FcstPrimConsDur backward FcstSecConsDur forward Iterate over forecast orders.

FcstConsumptionRule = 3: FcstPrimConsDur forward FcstSecConsDur backward Iterate over customer orders.

FcstConsumptionRule = 4 : FcstPrimConsDur backward FcstSecConsDur forward Iterate


Configured features



Feature Sub-Feature

over customer orders

Distribution DRP Rules

Coverage

Order Upto

Respect Rounding Factor

Respect MaxCovDur

Respect MaxOH MaxOHRule 2 : Soft Constrain

MaxOHRule 3 : Hard Constrain

Restrict Planning

Mode : 1 – Unrestricted

Mode : 2 – Simple Restriction

Mode : 3 – Severe Restriction

Demand Reduction

Safety Stock Rules

Rule 1 : Manual

Rule 2 : Duration forward coverage for adjusted independent demand

Rule 3 : Total forward coverage

Rule 6 : Duration, forward coverage for adjusted forecasted customer orders

Rule 7 : Total independent demand forward coverage

Safety Stock Templates Time Phased SS Coverage

Safety Stock (SS Table) Time Phased SS Qty

Target Network Inventory

Hold Back Qty

Basic Deployment Plan

Calculate Plan Process : Deployment

Deployment Modes Push or Pull

Demand At Demand Type Level


Configured features



Feature Sub-Feature

Prioritization At Individual Demand Level

Allocation Rules

Allocate by ShipDates

Allocate by ArrivDates

Allocate to Equalize Days of Coverage

FairShare Allocation

Supply Rule Consider PO as Supply

Demand Reduction

SKU Based Deployment Horizon

Build Transportation Loads

Build Transportation Load Process

Calculate Rules Based Priority

Point to point recship prioritization

Point to point load builder

Prioritization strategy

Generate SKU Exceptions

Generate SKU Exceptions Process


Store SKU Projection Process

Fulfillment Work Benches Work Benches

Replenishment Dashboard

Replenishment Work Bench

Load Manager Workbench


Configured features

Configured features: Master Planning This section provides the configured feature of JDA Master Planning as part of the solution. For detailed description of each functionality list in the table, see Master Planning OnLine Expert.


Process / Algo Feature Sub-Feature Determining SKU: Planlevel Level SKUs

Converting DFU level forecast to SKU level

Transfer Forecast process FcstType

• All

• Base Only

• Non-Base

• None

To generate forecast orders based on the forecasted demand for Master Planning run

Generate Forecast Orders

Forecast Adjustment Rules

• None

• Customer orders

• Maximum, follow customer order curve

• Maximum, reallocate unmet forecast

• Carry backward

• Short term customer orders

• Short term customer orders and forecast

Forecast Consumption Rules

• The forecasted customer orders do not consume any forecasts.

• FcstPrimConsDur forward FcstSecConsDur backward Iterate over forecast orders

• FcstPrimConsDur backward FcstSecConsDur forward Iterate over forecast orders

• FcstPrimConsDur forward FcstSecConsDur backward Iterate over customer orders

• FcstPrimConsDur backward FcstSecConsDur forward Iterate over customer orders

To generate stock orders for the safety stock demand

Generate Safety Stock Orders

SSRule

• Manual

• Duration forward coverage for adjusted independent demand


Configured features


Process / Algo Feature Sub-Feature

TimePhased Forward Coverage

• Total forward coverage

• Duration, forward coverage for adjusted forecasted customer orders

• Total independent demand forward coverage

Prioritizing demands

Calculate Sigmoid Priority Process

Simultaneous capacity and material constrained master plan

Calculate Master Plan

BOM DrawType

• Continuous

• At Start

LoadOpt • Variable sequential loading

Inventory Visibility

TimePhased Production Rates

MPSRule • Lot for Lot

• Coverage

Process Page options

• SKU Based Replenishments

• Buffer Lead Time

• Shrinkage

• Material Constraint

• Retain Past Due Date

• Meet Early, Meet Late Duration Overrides

• No Start Before NNSD

• Minimum Order Switch Off

• Exception Aggregation -Detailed

• Exception Aggregation-Aggregated

Scheduled Supplies

• FirmSupplyConstraint=Capacity Only

• FirmSupplyConstraint=Capacity and Material Only

• FirmSupplyConstraint=Material


Configured features


Process / Algo Feature Sub-Feature Only

Imported Resloaddetails, Depdmdstatic

Resource Constraints

• Hard

• Soft

• Off

• Process Page Control (Resource Constraint Override)

Component Effectivity

• Effective on release date

• Effective on completion date

CheckExcessatDemand

• TRUE

• FALSE

PublishAtEnd • TRUE

• FALSE

Pegging of supply to demand and recommending actions for Scheduled Supplies

Generate Supply and Demand Links based on Priority

Res and SKU Projections

Store SKUProj

Store ResProj

Generating Customized SKU Exceptions

Generate SKUExceptions

Analysis of the Results

MP Workbench

MP Replenishment Workbench

Exception Navigator


Understand the configured user interface

Chapter 4. Understand the configured user interface Configured roles This section provides the details of pre-defined role specific to a resource as part of each application.

Type of role Role name Role description High-level permissions

Application SuperUser

Demand SuperUser

All Permissions Relevant to Demand.

• Create, update, and delete option sets for processes.

• Run all processes.

• All permissions to all application tables.

• Create and configure custom instances.

Supply SuperUser

All Relevant Permissions to Fulfillment

Production SuperUser

All Relevant Permissions to Master Planning

Application User with processes

Demand Planner with process

All Relevant Permissions Related to Demand Planner

• Run all processes.

• All permissions to all relevant application tables for configured features.

• Run, update, and delete access to all relevant application User Interfaces.

Supply Planner with process

All Relevant Permissions Related to Supply Planner

Production Planner with process

All Relevant Permissions Related to Production Planner

Application User without processes

Demand Planner without process

All Relevant Permissions Related to Demand Planner without Process Permission

• All permissions to all relevant application tables for configured features.

• Run, update, and delete access to all relevant application User Interfaces. Supply Planner

without process All Relevant Permissions Related to Supply Planner without Process Permission

Production Planner without Process

All Relevant Permissions Related to Production Planner without Process Permission

Application View only User

Demand View Only

All view Only Responsibilities

• * View all relevant application pages for configured features. Supply View Only All view Only

Responsibilities Production view Only

All view Only Responsibilities

Note: The solution navigations are assigned to user with Application User with processes roles.

The following Reporting roles can be used for the solution when you also install the JDA Reporting as part of this solution. You can select and assign one or more reporting roles to the user to view the canned reports.

• ReportingRecipient



• ReportingCasual

• ReportingPower

• ReportingSuper

• ReportingAdmin

For more information on reporting roles, see JDA Reporting & Analytics Installation Guide.

Note: You must assign the pre-defined roles to individual named users.

Configured flexible editor instances This section provides the details of all the pre-defined sets of tables (flexible editor) for each application.

Flexible Editor Instances

Fulfillment Demand Master Planning AggSKUProjStatic CausalFactor BOM Prod AllocStrat CausalFactorType Cust BOM CrostonParam CustOrder Prod CustOrder Dist CrostonStats CustOrderHeader DepDmdStatic Dist Currency CustOrderStatus DeploymentDemand CurrencyProFile DepDmdStatic DeploymentPriority CurrencyProFileVal DFUToSKU Prod DFUToSKU Dist DBParam DFUToSKUFcst Prod DFUToSKUFcst Dist DC_AlgorithmRank ExceptionOrderRelation

Prod DmdRed DC_CrostonParam FcstOrder Inventory Dist DC_DFUClass FcstOrderStatus Item Dist DC_DFUClassHist ImpDepDmdStatic LaneGroup DC_DFUParam ImpResLoadDetail LaneGroupCap DC_Exception IndDmdLink Loc Dist DC_HoltParam IndDmdView Network Dist DC_LewParam Inventory Prod NetworkCap DC_LinRegParam Item Prod PlanArriv Dist DC_Stats Loc Prod PlanOrder Dist DDEProfile Network Prod RecShip DFU OrderLink SchedRcpts Dist DFUCausalFactor PlanArriv Prod SKU Dist DFUCoeff PlanPurch Prod SKUDemandParam Dist DFUDDEMap PlanOrder Prod SKUDeploymentParam DFUException ProductionMethod SKUDisplay DFUMap ProductionStep SKUException DFUNPIRelation PurchMethod SKUExternalFcst Dist DFUProjDraftStatic PurchOrder SKUMatAllocParam DFUProjStatic Res SKUPlanningParam Dist DFUToSKU ResException



Flexible Editor Instances

Fulfillment Demand Master Planning SKUProjStatic Dist DFUView ResLoadDetail SKUSafetyStockParam Dist DmdGroup ResProjStatic SKUStatStatic DmdUnit SafetyStock Sourcing Dist Fcst SchedRcpts Prod SourcingUOMConvFactor FcstDraft SKU Prod SS Dist FcstPerfStatic SKUDemandParam Prod SSTemplate Dist FittedHist SKUException Prod SSTemplateData Dist Hist SKUExternalFcst Prod TransMode Dist HistFcst SKUPlanningParam Prod TransModeCap HistStream SKUProjStatic Prod UOM LewandowskiParam SKUSafetyStockParam Prod UOMCategory LewandowskiStats Sourcing Prod UOMCategoryConvFactor LewFactor SourcingRequirment VehicleLoad Dist LewFactorCategory SSTemplate Prod VehicleLoadLine Dist LewFactorLibMap SSTemplateData Prod

LewFactorLibrary StockOrder

LewFactorValue StockOrderStatus

LinRegParam TransMode

LinRegStats VehicleLoad

Loc Dmd VehicleLoadLine

Map SS Prod

Mask

MaskData

MeanValueAdj

Model

PriceProfile

PriceProfileVal

SKU

SmoothSeason

Target

TargetDFUMap

DFUNPIRelation

Configured compound workspaces This section provides the details of the pre-defined sets of compound workspaces for each application.

Demand This table defines the details of the pre-defined sets of compound workspaces supported for Demand.



Workspace Description Primary view Secondary view

DFU Exception Workspace

Use this workspace to configure DFU Exception based parameter

DFUException

• DFU

• AVSGravesParam

• CrostonParam

• HoltWintersParam

• LewandowskiParam

• LinRegParam

• MovingAvgParam

• Hist

DFU Workspace

Use this workspace to configure Prioritized DFUs based parameter

DFU

• CrostonParam



• LinRegParam

• MovingAvgParam

• AVSGravesParam

DFU Stats Workspace

Use this workspace to review DFU based Statistics

DFU

• CrostonStats

• HoltWintersStats

• LewandowskiStats

• LinRegStats

• AVSGravesStats

• MovingAvgStats

Forecast Exception Management Workspace

Use this workspace to manage forecast exceptions

FcstPerfStatic • DFU

New Product Workspace

Use this workspace to review and update parameter for new products

DFU

• AVSGravesParam

• CrostonParam



• LinRegParam

• MovingAvgParam

Fulfillment This table provides the details of the pre-defined set of compound workspaces supported for Fulfillment.




SKU Parameter Workspace

Use SKU Parameter Compound Workspace to review and update SKU Parameters

SKU

• SKUDemandParam

• SKUPlanningParam

• SKUDeploymentParam

• SKUSafetysStockParam

• Sourcing

• Item

• Loc

SKU Supply Workspace

Use this workspace to Review SKU Supplies SKU

• Inventory

• VehicleLoadLine

• VehicleLoad

• SchedRcpts

• PlanArriv

• PlanOrder

• Recship

SKU Exception Workspace

Use this workspace to review SKU Exceptions SKUException

• SKUDemandParam


• SKUDeploymentParam

• SKUSafetystockParam

• Sourcing

SKU Sourcing Workspace

Use this workspace to review and update SKU Network and Sourcing Details

Network • NetworkCap

• Sourcing Dist

Master Planning This section provides the details of the pre-defined sets of compound workspaces supported for Master Planning.


SKU Parameter Workspace

Use this workspace to review and update SKU Parameters

SKU

• SKUDemandParam

• SKUSafetyStockParam


• Item

• Loc

• DFUtoSKU

Supply Method Workspace

Use this workspace to review supply methods for an SKU

SKU • Res

• BOM




• ProductionMethod

• ProductionStep

• Network

• Sourcing

• SourcingRequirement

• PurchMethod

SKU Exception Workspace

Use this workspace to Review of SKU Exceptions

SKUException

• SKUDemandParam


• SKUSafetyStockParam

• BOM

• ProductionMethod

• Sourcing

• PurchMethod

Resource Exception Workspace

Use this workspace to review Resource Exceptions

Res

• ResException

• ProductionStep

• SourcingRequirement

• ResLoadDetail

SKU Supply Workspace

Use this workspace to review supplies for an SKU

SKU

• PlanOrder

• PlanArriv

• PlanPurch

• Inventory

• SchedRcpts

• VehicleLoadLine

• PurchOrder

SKU Demand Status Workspace

Use this workspace to review independent or dependent demand status

SKU • IndDmdView

• DepDmdStatic

Demand Exception Workspace

Use this workspace to review planning exceptions against independent demand status.

IndDmdView

• ExceptionOrderRelation(SKUException)

• ExceptionOrderRelation(ResException)

Supply and Demand Link Workspace

Use this workspace to peg Supply to Demand

IndDmdView • IndDmdLink

Demand Workspace

Use this workspace to review of demand for an SKU

SKU

• CustOrder

• FcstOrder

• StockOrder



Configured workbenches This section provides the details of the pre-defined sets of workbenches used as part of the solution for each application.

Demand workbenches This section provides the details of the pre-defined sets of workbenches supported for Demand.

Workbench Description

External Factor Manager This page is used to create and manage Lewandowski external factors.

Lifecycle Manager This page is used to create and manage lifecycles.

Seasonality Manager

This page is used to create or manage the seasonality profile for one or more DFUs. DFUs must use the Lewandowski, Holt-Winters, Moving Average, AVS-Graves, or Short Lifecycle algorithm and share a common demand calendar.

Target Manager This page is used to create target profiles that are available for use by multiple DFUs or to assign a new target profile to multiple DFUs.

Classification Manager Viewing Classified DFUs by the HistStream

Demand Workbench

The Demand Workbench is the primary interface for reviewing and modifying forecasts. It allows you to review historical sales and future forecasts for individual DFUs. Various forecast types can be displayed, as well as events, causal factors, and overrides.

Demand Workbench (View Only) Demand Workbench - View Only

Flexible Allocation

This page is used to modify forecast data at any level (higher or lower), and to aggregate or reconcile that data without first defining a mapping between DFUs. Flexible allocation allows you to select a group of DFUs and determine which of the DFUs the higher-level DFU is and which are subordinate to it, regardless of their actual positions in the data hierarchy (if defined) or regardless of predefined DFU mappings.

Forecast Override Managing Overrides Exception Graphs Managing DFU Exceptions

Fulfillment workbenches This section provides the details of the pre-defined sets of workbenches supported for Fulfillment.


Plan Analysis Daily Plan Analysis allows you to review your distribution plans. Some supply chain information is imported from other systems (For example, Distribution: the basics, customer orders, scheduled receipts, vehicle load quantities), while other supply chain information is recalculated by the Calculate Plan process (for example, planned orders, planned arrivals, recommended shipments). Plan Analysis dynamically calculates its information based on this data each time the




Plan Analysis page is refreshed.

Replenishment Workbench Daily

The Replenishment Workbench allows you to review replenishment plans for your supply chain. You can view demand and supply for products at various levels of detail, from total demand, total supply, and projected on-hand to detailed demand and supply components. Replenishment Workbench - Daily Week for Small Planning Horizon (4W)

Replenishment Workbench Weekly

FF Replenishment Workbench - Weekly for Long Planning Horizon (20W)

Load Manager Workbench

The Load Manager Workbench allows you to review the transportation load plan for your supply chain. The Load Manager workbench is a highly interactive interface where you can plan, create, view, and manage the vehicle loads. Using the Load Manager Workbench, you can review and revise the vehicle loads created by the Build Transportation loads process. Moreover, you can create, fill with RecShips, and manage the vehicle loads manually. The Load Manager Workbench encompasses both planning and execution related information, tasks and processes.

Replenishment Dashboard Dist

This workbench provides optimize usability and speed to enhance overall productivity. Also, this workbench provides the ability to quickly review Stock and forecast Accuracy exceptions created for replenishment.

Master Planning workbenches This section provides the details of the pre-defined set of workbenches supported for Master Planning.

Workbenches Description

Prod Plan Analysis

Plan Analysis tool allows you to review distribution plans for products in your supply chain. You can view the demand and supply for products, at various levels of detail, from total demand, total supply, and projected on-hand, to detailed components of demand and supply. You can view multiple SKUs at the same time. The Plan Analysis tool provides the ability to list the target SKUs and their related SKUs on the same page.

MP Resource Workbench

Use the workbench to review master production plans, by resource, for your supply chain. Generally, the Summary page is the default when you open the Workbench and it provides a search for the workbench.

Prod Replenishment Workbench Daily

The Replenishment Workbench allows you to review replenishment plans for your supply chain. You can view demand and supply for products at various levels of detail, from total demand, total supply, and projected on-hand to detailed demand and supply components

Exception Navigator

The Exception Navigator feature is added to Master Planning in this release. This feature helps to understand and analyze the exceptions (validation, as well as material and capacity) generated by the Master Planning process.



Configured UDC This section describe all pre-defined sets of UDCs (User Defined Columns) used as part of the solutions.

In addition to the predefined tables and columns provided in the SCPO schema, you can add user-defined columns (UDC) to store data specific to your needs. For example, you might add a UDC indicating the color of a specific item or add a UDC to store calculated values. User-defined columns are added using the Data Model Manager found under the Administration folder of the Directory manager.

Table name UDC name Description

DFU UDC_AUTOPUBSW In case of multi-model user can set it to

publish the specific model.

UDC_DFU_MODIFY Planner will set this to identify the DFUs to modify in his day to day runs.

DFUToSKU UDC_ACTIVE

UDC_PURGE

DFUView

UDC_DEF_MODEL Default Model used for the DFU, in MultiModel implementation.

UDC_DFUMAP Map to be used to create DFUMAP records. UDC_DFUVIEW_CLASS Classification of DFUView. For example, ABCD. UDC_DFUVIEW_STATUS

Status of DFUView. For example, New, Launch, Active, Discontinued, Obsolete.

UDC_HIER_LEVEL_1 Defines the DFUView hierarchy for level1. UDC_HIER_LEVEL_2 Defines the DFUView hierarchy for level2.

UDC_LEVEL The level is derived based on the level of DmdUnit, DmdGroup, Loc.

UDC_NEW_DFUVIEW Identifies the new DFUView created. UDC_PLANNERCODE Demand Planner Code

UDC_UOM1 Defines the DFUView Conversion Unit. For example, Caes to Gross Price, Net Price, Margin.

UDC_UOM2 Defines the DFUView Conversion Unit. For example, Caes to Gross Price, Net Price, Margin.

DmdGroup

UDC_DMDGROUP_STATUS

Status of DMDGROUP. For example, NEW, Launch, Active, Discontinued, Obsolete.

UDC_NEW_DMDGROUP Identifies the new demand group. UDC_HIER_LEVEL_1 Defines the DmdGroup hierarchy. UDC_HIER_LEVEL_2 Defines the DmdGroup hierarchy.

UDC_LEVEL Identifies the Level of DmdGroup in the fixed hierarchy mapped to create DFU and DFUMAP.

UDC_PARENT Identifies the Parent of DmdGroup in the fixed hierarchy mapped to create DFU and DFUMap.

UDC_BO1 Boolean column1 to be configured during implementation




DmdUnit

UDC_CATEGORY Defines the category of the DmdUnit. UDC_DMDUNIT_STATUS

Status of DmdUnit. For example, New, Launch, Active, Discontinued, Obsolete.

UDC_HIER_LEVEL1 Defines the DmdUnit Hierarchy for level1. UDC_HIER_LEVEL2 Defines the DmdUnit hierarchy for level2.

UDC_LEVEL Identifies the Level of DmdUnit in the fixed hierarchy mapped to create DFU and DFUMap.

UDC_NEW_DMDUNIT Identifies the new DmdUnit created.

UDC_PARENT Identifies the Parent of DmdUnit in the fixed hierarchy mapped to create DFU and DFUMap.

UDC_UOM1 Defines the DmdUnit Conversion Unit. For example, Caes to Kilogram.

UDC_UOM2 Defines the DmdUnit Conversion Unit. For example, Caes to Kilogram.



UDC_BRAND Identifies the associated brand for the unit UDC_SIZE Allows you to define the size of the unit

Item

UDC_ITEM_CATEGORY You can define the category of a given item. UDC_CATEGORYDESC Description of the item. UDC_ITEM_CLASSIFICATION Classification of the item.

UDC_ITEM_CODE You can associate a relationship between ERP and planning.

UDC_ITEM_STATUS The status of the item. UDC_NEW_ITEM You can define a new item. UDC_PLANNER You can define Planner ID.

Loc

UDC_HIER_LEVEL_1 Defines the DmdUnit Hierarchy for level1 UDC_HIER_LEVEL_2 Defines the DmdUnit Hierarchy for level1

UDC_LOC_STATUS Status of loc. For example, New, Launch, Active, Discontinued, Obsolete.

UDC_NEW_LOC Identifies the new Loc created

UDC_PARENT Identifies the Parent of Loc in the fixed hierarchy mapped to create DFU and DFUMap.



UDC_LEVEL Identifies the Level of DmdUnit in the fixed hierarchy mapped to create DFU and DFUMap

SKU

UDC_NEW_SKU You can define a new SKU. UDC_STATUS The status of the SKU.

The following UDCs refer to the canned reports: • UDC_ITEM_CATEGORY



• UDC_ITEM_CLASSIFICATION

Configured solution navigations This section provides the pre-defined set of solution navigations that are configured as part of this solution. A solution navigation is a set of links to a series of application pages that are organized in a specific sequence to accomplish a business process or procedure. For example, you can define solution navigations for common multi-step procedures or processes so that users can quickly step through activity they perform often. Or, a solution navigation can map the steps in an unfamiliar sequence that might be difficult to remember.

Demand Following are the solution navigations for Demand:

• 001 Review Forecast Exceptions

• Manage Forecast Exceptions: Allows you to manage forecast exceptions using the Forecast Exception Management page.

• Review via Override Manager: Allows you to review the exception using the Override Manager page.

• Review Historical Exception: Allows you to review historical exceptions using the DFU Exception Workspace.

• Review and Tune Parameters: Allows you to review and tune parameters using the DFU Workspace.

• 002 Manage Existing Products

• Classify DFUs and Tune Parameters: Allows you to classify DFUs and tune parameters using the Classify DFUs and Tune Parameters process.


• Adjust Forecast: Allows you to adjust forecast using the Demand Workbench.

• Review Model Performance: Allows you to review model performance using the Exception Graphs

• 003 Manage New Products

• DFU Maintenance: Allows you to use the DFU Maintenance page.

• Review New Products: Allows you to review new products using the New Product Workspace.

• Review via Override Manager: Allows you to review the exception using the Override Manager page.

• Review Cannibalized Products via Flexible Allocation: Allows you to review cannibalized products using the Flexible Allocation page.

• Adjust Forecast: Allows you to adjust forecast using the Demand Workbench.

• 004 Discontinue Products

• Delete Discontinued Products: Allows you to delete discontinued products using the Delete DFUs process.


• 005 Review Forecast Report (You can add this solution navigation after you install JDA Reporting)



• Forecast Percentage Error Report: See Forecast Percentage Error report (on page 29)

• Forecast Performance Report: See Forecast Performance report (on page 28)

• Forecast Waterfall Report: See Forecast Waterfall report (on page 31)

Fulfillment Following are the solution navigations for Fulfillment:

• 001 Review Supply Plan: Allows you to review

• Review the Stock Situation: Allows you to review the stock situation using the Replenishment Dashboard Dist.

• Review the SKU Exceptions: Allows you to review the SKU Exceptions using the SKU Exception Workspace.

• Review the Supplies @ Workbench: Allows you to review the supplies situation using the Replenishment Workbench Daily.

• Review the TruckLoads@ Workbench: Allows you to review the status of truckloads using the Load Manager Workbench Dist.

• 002 Maintain Distribution SKUs

• Review and Update Planning Parameters: Allows you to review and update planning parameters using the SKU Parameter Workspace.

• Review and Update Sourcing Details: Allows you to review and update sourcing details using the SKU Sourcing Workspace.

• Review and Update TransMode Capacity: Allows you to review and update transmode capacity using the TransModeCap table.

• Review and Update UOM Conversions: Allows you to review and update UOM conversions using the SourcingUOMConFactor table.

• Review and Update Forecast Maps: Allows you to review and update forecast maps using the DFUToSKU Dist table.

• 003 Manage New SKUs


• Review and Update Sourcing Details: Allows you to review and update sourcing details using the SKU Sourcing Workspace.

• Review and Update TransMode Capacity: Allows you to review and update transmode capacity using the TransModeCap table.

• Review and Update UOM Conversions: Allows you to review and update UOM conversions using the SourcingUOMConFactor table.


• Review and Update SKU Status: Allows you to review and update the status of SKUs using the SKU Dist table.

• 004 Manage Obsolete SKUs





• Review and Report the Inventory Status: Allows you to review the report the inventory status using the SKU Supply Workspace.

• 005 Reports (You can add this solution navigation after you install JDA Reporting)

• Supply Plan Report: See Supply Plan Report (on page 35).

• Production Sales and Inventory Report: See Production, Sales and Inventory Report (on page 33).

Master Planning Following are the solution navigations for Master Planning:

• 001 Review Plan and Manage Exceptions

• Exception Navigator: Allows you to review plan and manage exceptions using the Exception Navigator.

• Review Demand Status and Exceptions: Allows you to review demand status and exceptions using the SKU Demand Status Workspace.

• Review SKU Parameter: Allows you to review SKU parameter using the SKU parameter Workspace.

• Review Supply Method: Allows you to review supply methods using the SKU Supply Workspace.

• Review Resource Exceptions: Allows you to review resource exceptions using the Resource Exception Workspace.

• Resource Workbench: Allows you to work with the MP Resource Workbench.

• Prod Plan Analysis: Allows you to work with the Master Planning Plan Analysis.

• 002 Maintain Production SKUs



• Review Resource: Allows you to review resources using the Resource Exception Workspace.

• 003 Manage New Production SKUs




• 004 Manage Obsolete SKU

• Review SKU Parameters: Allows you to review SKU parameter using the SKU parameter Workspace.

• Review Demands: Allows you to review demands status using the Demand Workspace.

• Review Supplies: Allows you to review the supply status using the SKU Supply Workspace.

• Review Supply Methods: Allows you to review supply methods using the SKU Supply Workspace.




• 005 Review Production Reports (You can add this solution navigation after you install JDA Reporting)

• Production Sales and Inventory Report: See Production, Sales and Inventory Report (on page 33)

Configured searches This section provides pre-defined sets of searches that are configured as part of this solution. Searches enable you to focus on just the data you need, whether your responsibilities are defined by customer, product line, region, or some other category. When applied, a search evaluates the data in the database against a set of defined criteria to narrow the set of data that is displayed

• All Production: This search retrieves all the MPS SKUs of SKU:ReplenType=5.

• All Distribution: Retrieves all the MPS SKUs of SKU:ReplenType=1, 2, and 4.

• All SKUs: Retrieves all the SKUs.

• New SKUs: Retrieves all the SKUs whose UDC_NEW_SKU=1.

• Obsolete SKUs: Retrieves all the SKUs whose UDC_STATUS=1.

• PlannerID: Retrieves all the SKU of UDC_PLANNER.

Configured OptionSet This section provides the pre-defined set of option sets that are configured as part of this solution. To run a process, you must first create an option set that defines the parameters of the process. For example, an option set for the Calculate Model process tells the process the forecast version to use: Published or Draft, and whether to update the model or replace it with a new version.

Demand • VerifyDFUMaps: This option set is used by the Verify DFU Map process.

• MAPDFU_History: This optionset used to Aggregate the History.

• MAPDFU_FCSTDRAFT: This optionset used to Aggregate the forecast in draft

• MAPDFU_FCSTPUBLISH: This optionset used to Aggregate the forecast in publish

• Calcmodel_Draft: This optionset used to generate the forecast in DRAFT mode

• Calcmodel_Publish: This optionset used to generate the forecast in publish mode

• HIGHEST-LOWEST-DRAFT : This option set used to reconcile upperlevel forecast to lowerlevel in draft mode

• LOWEST-HIGHEST-DRAFT: This option set used to reconcile the lower level forecast to upper level in draft mode.

• HIGHEST-LOWEST-PUBLISH: This option set used to reconcile upperlevel forecast to lowerlevel in publish mode

• LOWEST-HIGHEST-PUBLISH: This option set used to reconcile the lower level forecast to upper level in publish mode.

• PublishForecast: This option set used to publish the forecast to Fcst table for the given date range.

• PublishForecast_ALL: This option set used to publish the forecast to Fcst table for all dates in the FcstDraft table.

• LagPeriods-Draft : This option set used to store the historical forecast in HistFcst table from FcstDraft table



• LagPeriods-Publish: This option set used to store the historical forecast in HistFcst table from Fcst table

• Startdate-ST : This option set used to store the history and historical forecast in FcstPerStatic table based on date range.

• DELETE-DFUS: Delete the selected data and retain the DFU model.

• CLASSIFY-TUNE-PARAMETERS : Use this to classify and tune parameters

• TUNE-PARAMETERS : Use this only to tune parameters

• ADD-UPDATE-MODELS : Use this to add-update the model parameters

Fulfillment and Master Planning • TransferFcst: Used by the Transfer Forecast process.

• Calc Distribution Plan: Used by the Calculate Plan (Distribution) for requirement Planning.

• GenFcstOrder: Used by the Generate Forecast Order process to generate forecast order.

• GenStockOrder: Used by the Safety Stock Order Generation process to deletes stock orders and stock order status.

• SigmoidPriority: Used by the Calculate Sigmoid Priority process for demand prioritization.

• CalcMasterPlan: Used by the Calculate Master Plan process for production and procurement plans.

• Calc Deployment Plan LT: Used by the Calculate Plan process (deployment).

• Build TransLoad: Used by the Build Transportation Loads process for building vehicle loads.

• GenLinkswithPriority: Used by the Generate Supply and Demand Links with Priority process for supply and demand links.

• StoreSKUProj Dist: Used by the Store SKU Projections process (Fulfillment).

• StoreSKUProj Prod: Used by the Store SKU Projections process (Master Planning).

• StoreResProj: Used by the Store Resource Projections process.

• StoreSKUProj PSI: This optionset is used for the Store SKU Projections process run to generate the PSI report at the SKU level in unconstraint mode.

Note: This option set is pre-requisite to populate the data for the canned report.

• StoreSKUProj PSI Constraint: This optionset is used for the Store SKU Projections process run to generate the PSI report at the SKU level in constraint mode.


• AggStoreSKUProj PSI: This optionset is used for the Store SKU Projections process run to generate the PSI report in unconstraint mode with item level aggregation.


• AggStoreSKUProj PSI Constraint: This optionset is used for the Store SKU Projections process run to generate the PSI report in constraint mode with item level aggregation.


• StoreSKUProj SupplyPlan: This optionset is used for the Store SKU Projections process run to generate the Supply Plan report.



Reports

Chapter 5. Reports This section provides the details of the pre-defined sets of reports used as part of the solution for each application.

The following reports are supported as part of this solution:

• Demand reports (on page 28)

• Forecast Performance report (on page 28)

• Forecast Percentage Error report (on page 29)

• Forecast Waterfall report (on page 31)

• Fulfillment reports (on page 33)

• Production, Sales and Inventory Report (on page 33)

• Supply Plan Report (on page 35)

• Master Planning reports (on page 37)

• Production, Sales and Inventory Report (on page 33)

Demand reports This section provides the details of the pre-defined set of reports supported for Demand.

Forecast Performance report template This report helps to find out the accuracy of a forecast or, the performance of POS (actual) against Forecast (Plan). This report is COGNOS based report.

Report options

Field name Description

Start Date Enter the date from which you want to view the report or click Calendar to select the date.

Relative Start Date Select the column from the drop-down list that includes the date information you want to use to allocate the data.

Duration Enter duration in days. The duration is the pagenumber of days from the Start Date onwards for which the report is generated.

Lag Specify the lag period for which forecast data is to be displayed. You can select multiple lag periods by entering values on separate lines. By default only Lag 0 is selected.

Conditional Formatting (Abs % Total Error)

Conditional formatting allows you to format number columns based on the conditions or rules applied to these columns. Enter the values for Range 1, 2, and 3. The data in the Abs % Total Error measure is categorized in three groups according to these ranges and they are displayed in different colors.

Graph

Select whether to Show or Hide the graph from the drop-down list. The default option is Hide. When Show is selected, the graph is displayed. This graph displays Absolute Percentage Total Error and Total Forecast values against the Date Range selected in the Properties field.

Filters Select whether to Show or Hide the filters from the drop-JDA Guide to Solution implementation – CPG 28 © 2011 - 2014 JDA Software Group, Inc.- Confidential

Reports


down list. The default option is Show. When Show is selected, the Filter Report option is displayed.

Filter Report

The drop-down list for the various scope options allows you to further filter your report data. These options include Demand Unit, Demand Group, Location, and Model. The graph and grid are also populated according to the data at that level. These drop-down lists enable you to quickly view the report information for only a selected grouping of DFUs that are returned from the original DFU search.

Report layout Once you are done with specifying the reports option in the Reports option, the report page is displayed with following projections.


Demand Unit The demand unit associated with the DFU whose forecast performance data is displayed in this report. The data is retrieved from FcstPerfStatic:DmdUnit.

Demand Group The demand group associated with the DFU whose forecast performance data is displayed in this report. The data is retrieved from FcstPerfStatic:DmdGroup

Location The location associated with the DFU whose forecast performance data is displayed in this report. The data is retrieved from FcstPerfStatic:Loc

Model

The model used by Calculate Model to identify the history stream and algorithm that is associated with the DFU whose forecast performance data is displayed in this report. The data is retrieved from FcstPerfStatic:Model.

Lag The number of forecast periods between FcstDate and StartDate. The data is retrieved from FcstPerfStatic:Lag.

Measures

• Total History: The total actual demand from the History table (Hist:Type = 1 or 2) for the period specified. The data is retrieved from FcstPerfStatic:TotHist.

• Total Forecast: The quantity of all base and non-base forecasts for the selected period. The data is retrieved from FcstPerfStatic:TotFcst.

• Abs % Total Error: The absolute percent difference between the total forecast and the total history for the period. It is calculated as:

(Abs (Total Fcst – Total Hist)/Total Hist)*100

The data is retrieved from FcstPerfStatic:AbsPctTotError

Forecast Percentage Error report This report used to analyze the percentage of error for a forecast. This report is flexible editor based report.


Reports

Report options


Data Aggregation Aggregates similar columns when it displays the information on the Flexible Editor pages.

Time Allocation

Select this check box if you want to allocate quantities over various time periods. This option is available only if the page’s primary table supports time allocation. When you select this check box, the additional time allocation options are displayed.

Date column Select the column from the drop-down list that includes the date information you want to use to allocate the data.

StartDate If you want to see only data for a specific time period, enter a start date and duration.

Duration If you have entered a start date, enter duration to indicate how much data you want to view in the page.

Calendar Select a calendar from the drop-down list to group the quantity data. This field allows you to display the data in time period buckets other than that in which the data is stored.

Output Format

Select one of the following options from the drop-down list in which to display the time buckets:

• First date of each period: Date at the top of each column indicates the first date of each period.

• Last date of each period: Date at the top of each column indicates the last date of each period.

• First date plus duration: Date at the top of each column indicates the first date plus or minus a duration (such as 01/23/03 - 7D).

Horizontal Format Select this check box to display the data in horizontal format.

Column Filters All, Category, Demand Unit, and Location: Display the data according to selected options.

LAG Display the lag forecast data less or equal to specified lag number. The minimum is 0 and max is 10.



Net Sales This is the Point of Sales data measure.

Total Forecast Forecast for this bucket that was made for the selected lag

Total Error% (ABS((Collab Sell Thru Fcst 4Wk Out - Net Sales))/ Net Sales)


Reports

Forecast Waterfall report template This report is used to analyze how forecast for the same bucket changes over time. This is used to find behavioral trends in the forecasting process. This report is COGNOS based report.

Report options


Properties

Select whether to Show or Hide the properties from the drop-down list. These properties are used to set or modify the data to be displayed on the report. The default option is Hide. When Show is selected, the following properties are displayed:

Start Date Enter the date from which you want to view the report or click Calendar to select the date

Relative Start Date

Select the values for keyset and offset from the drop down list. Enter the number of days. You can specify either Start date or Relative start date. The default is Relative start date from previous 365 days

Duration (in Days) Enter duration in days. The duration is the number of days from the Start Date onwards for which the report is generated.


Reports


Measures

Specify the measures for which forecast data is to be displayed along with Total History. • Total History: The total actual demand from the

History table (Hist:Type = 1 or 2) for the specified period. The data is retrieved from Hist:Qty.

• Base Forecast: The quantity of base forecast for the specified period. The data is retrieved from HistFcst:BaseFcst.

• Non Base Forecast: The quantity of all non-base forecasts for the specified period. The data is retrieved from the HistFcst table.

• Total Forecast: The quantity of all base and non-base forecasts for the specified period. The data is retrieved from the HistFcst table.

• Total Abs % Error: The absolute percent difference between the total forecast and the total history for the period. It is calculated as:

(Abs (Total Forecast – Total History)/Total History)*100

• Forecast / History: The quantity of total forecast as compared to total history for the specified period. It is calculated as:

(Total Forecast / Total History)

• Forecast Variation: The percentage variation in the total forecast between the current and previous buckets. It is calculated as:

((Total Forecast for current bucket - Total Forecast for previous bucket)/ Total Forecast for current bucket)*100

Conditional Formatting (Forecast Variation)

Conditional formatting allows you to format number columns based on the conditions or rules applied to these columns. Enter the values for Range 1, 2, and 3. The data in the Forecast Variation measure is categorized in three groups according to these ranges and they are displayed in different colors.

Graph

Select whether to Show or Hide the graph from the drop-down list. The default option is Hide. When Show is selected, the graph is displayed. This graph displays Total Forecast and Total History values against the Date Range selected in the Properties field.

Filters Select whether to Show or Hide the filters from the drop-down list. The default option is Show. When Show is selected, the Filter Report option is displayed:


Reports


Filter Report

The drop-down list for the various scope options allows you to further filter your report data. These options include Measure, Demand Unit, Demand Group, and Location. The graph and grid are also populated according to the data at that level. These drop-down lists enable you to quickly view the report information for only a selected grouping of DFUs that are returned from the original DFU search.



Demand Unit The demand unit associated with the DFU whose forecast performance data is displayed in this report. The data is retrieved from Hist:DmdUnit

Demand Group The demand group associated with the DFU whose forecast performance data is displayed in this report. The data is retrieved from Hist:DmdGroup.

Location The location associated with the DFU whose forecast performance data is displayed in this report. The data is retrieved from Hist:Loc

Forecast Date The date on which forecast is generated. The data is retrieved from HistFcst:FcstDate.

Measures Total History and other measures selected from Properties.

Fulfillment reports This section provides the details of the pre-defined set of reports supported for Fulfillment.

Production, Sales and Inventory Report The production, sales, and inventory (PSI) report is an analysis tool, which provides you with the following information:

• Complete demand-supply picture

• Projected Inventory

• Days of supply indicator

The report retrieves the information from the AggSKUProjStatic and SKUProjStatic tables. The information is stored in the table by the Store SKU Projection process. The method of retrieving information from this table is defined as OptionSets.

This report is COGNOS based report.

Report options


Reports

Current version of report is a Item and SKU based Report and based on the SKUProjStatic data, which is populated by a pre-defined option Set ('StoreSKUProj PSI' for unconstrained supply coverage option and ' StoreSKUProj PSI Constraint' for constrained supply coverage option).

The information displayed at the Item level is based on the data in the AggSKUProjStatic table, for a pre-defined optionset ('AggStoreSKUProj PSI' for unconstrained supply coverage option and 'AggStoreSKUProj PSI Constraint' for constrained supply coverage option).

Field name Description Default

Aggregation

Allows you to view the report at the SKU-level or with Item level aggregation. You can select: Item: Aggregation is done using Item. SKU: Aggregation is done using SKU.

Item

Duration The time period for which the report is viewed and the Start Date is the option set start date.

60 Days

Supply Coverage Options

The unconstrained option uses CovDur and ProjOH values in the report. The constrained option uses ConstrCovDur and ConstrProjOH in the report.

UnConstrained

Supply Coverage Limits

Allows you to monitor the Over Stock, Stock Low, and Target Stock situation in the selected horizon and is highlighted by appropriate color code. Following are the defined color for each bucket: Minimum Coverage: Yellow Target Coverage: Green Maximum Coverage: Red. Between Min Cov and Tar Cov OR Tar Cov and Max Cov: White

Minimum Coverage: 7 Target Coverage: 14 Maximum Coverage: 21

Filter Option

Allows you to filter the data at Item-Level aggregation based on Category and Item. At the SKU level, data can be filtered at Category, Item and SKU level

All



Item Name and description of this item.

On Hand The available supply on-hand of Item or SKU.

Category The category defined in the Item: UDC_ITEM_CATEGORY column.

ABC Code The Item classification defined in the Item: UDC_ITEM_CLASSIFICATION column.

Projected Inventory ProjOH/ConstrProjOH based on the supply coverage option selected.


Reports


Total Demand Total Demand (TotDmd) at the projection date. Total Supply Total Supply (TotSupply) at the projection date.

Supply Coverage CovDur/ConstrCovCur based on the supply coverage option selected.

Schema design SKU Level

Projection Name Input Table

Column Name (Supply Coverage

Option-Unconstrained)

Column Name (Supply Coverage Option-

Constrained)

Projected Inventory SKUProjStatic ProjOH ConstrProjOH Total Supply SKUProjStatic TotSupply TotSupply Total Demand SKUProjStatic TotDmd TotDmd Supply Coverage SKUProjStatic CovDur ConstrCovDur

Item Level Aggregation





Constrained)

Projected Inventory AggSKUProjStatic ProjOH ConstrProjOH

Total Supply AggSKUProjStatic TotSupply TotSupply Total Demand AggSKUProjStatic TotDmd TotDmd Supply Coverage AggSKUProjStatic CovDur ConstrCovDur

Supply Plan Report Supply Plan Report provides you the complete view of:

• Inventory Position within the Planning Horizon.

• Complete Demands picture at the given location.

• Complete picture of the replenishments both suggested and committed at source and destination.

• Days of Supply at a given location.

Report options Current version of report is a SKU Based Report and based on the SKUProjStatic data, which is populated by a pre-defined option Set ('StoreSKUProj SupplyPlan').


Reports



60




Source or Destination SKU

Allows you to view the report from a source or destination prospective.

Source

Filter Option Allows you to filter the data based on Item, SKU, or all levels. All



SKU Name and description of this SKU.

On Hand The available supply on-hand of SKU.



Projected Inventory A Constraint Supply and is based on ConstrProjOH Projection.

Total Supply Source The total firm supplies (Inventory, Onhand , Intransits , SchedRcpts) at the source.

Total Supply Dest

The total firm supplies (Inventory, Onhand , Intransits , SchedRcpts) at the Destination. For the Source View Option: This projection represents the total firm supplies across the entire destination SKUs on a given day. For the Dest View Option: This projection represents the total firm supplies at that SKU.

Total Demand This projection represents the total demands for a given SKU.


Reports


Actual Replenishment Order

This projection represents the unconstrained replenishments suggested by the DRP Plan.

For Source View Option This projection represents the Planned Shipments for the Source SKUs on a given day.

For Destination View Option

This projection represents the Planned Arrivals for the Destination SKU on a given day.

Committed Replenishment Order

This projection represents the constraint replenishments suggested by the Deployment Plan.

For Source View Option This projection represents the Recommended Shipments for the Source SKUs on a given day.

For Destination View Option

This projection represents the Recommended Arrivals for the Destination SKU on a given day.

Schema design

SKU Level

Projection name Input table Column name

Projected Inventory SKUProjStatic ConstrProjOH

Total Supply Source SKUProjStatic Total Firm Supplies: TotSupply+RecArriv-Planarriv.

Total Supply Dest SKUProjStatic Summation of the Tot Firm Supplies for all the Destination

Total Demand SKUProjStatic TotDmd Actual Replenishment Order

SKUProjStatic PlanShip (Source)/ PlanArriv (Dest)

Committed Replenishment Order

SKUProjStatic Recship (Source) / RecArriv (Dest)

Supply Coverage SKUProjStatic ConstrCovDur

Master Planning reports This section provides the details of the pre-defined set of reports supported for Master Planning.

Production, Sales and Inventory Report The production, sales, and inventory (PSI) report is an analysis tool, which provides you with the following information:

• Complete demand-supply picture

• Projected Inventory

• Days of supply indicator


Reports

The report retrieves the information from the AggSKUProjStatic and SKUProjStatic tables. The information is stored in the table by the Store SKU Projection process. The method of retrieving information from this table is defined as OptionSets.

This report is COGNOS based report.

Report options Current version of report is a Item and SKU based Report and based on the SKUProjStatic data, which is populated by a pre-defined option Set ('StoreSKUProj PSI' for unconstrained supply coverage option and ' StoreSKUProj PSI Constraint' for constrained supply coverage option).

The information displayed at the Item level is based on the data in the AggSKUProjStatic table, for a pre-defined opitonset ('AggStoreSKUProj PSI' for unconstrained supply coverage option and 'AggStoreSKUProj PSI Constraint' for constrained supply coverage option).


Aggregation

Allows you to view the report at the SKU-level or with Item level aggregation. You can select: Item: Aggregation is done using Item. SKU: Aggregation is done using SKU.

Item


60 Days

Supply Coverage Options

The unconstrained option uses CovDur and ProjOH values in the report. The constrained option uses ConstrCovDur and ConstrProjOH in the report.

UnConstrained




Filter Option

Allows you to filter the data at Item-Level aggregation based on Category and Item. At the SKU level, data can be filtered at Category, Item and SKU level

All



Item Name and description of this item.

On Hand The available supply on-hand of Item or SKU.


Reports




Projected Inventory ProjOH/ConstrProjOH based on the supply coverage option selected.

Total Demand Total Demand (TotDmd) at the projection date. Total Supply Total Supply (TotSupply) at the projection date.

Supply Coverage CovDur/ConstrCovCur based on the supply coverage option selected.

Schema design SKU Level





Constrained)

Projected Inventory SKUProjStatic ProjOH ConstrProjOH Total Supply SKUProjStatic TotSupply TotSupply Total Demand SKUProjStatic TotDmd TotDmd Supply Coverage SKUProjStatic CovDur ConstrCovDur

Item Level Aggregation





Constrained)

Projected Inventory AggSKUProjStatic ProjOH ConstrProjOH

Total Supply AggSKUProjStatic TotSupply TotSupply Total Demand AggSKUProjStatic TotDmd TotDmd Supply Coverage AggSKUProjStatic CovDur ConstrCovDur


Reports

Index B Batch configuration • 2

C Configured compound workspaces • 15 Configured features • 5

Demand • 5 Fulfillment • 7 Master Planning • 9

Configured flexible editor instances • 14 Configured OptionSet • 26 Configured roles • 13 Configured searches • 26 Configured solution navigations • 23 Configured UDC • 21 Configured workbenches • 19

D Demand • 15, 23, 26 Demand reports • 28 Demand workbenches • 19

F Forecast Percentage Error report • 29 Forecast Performance report template • 28 Forecast Waterfall report template • 31 Fulfillment • 16, 24 Fulfillment and Master Planning • 27 Fulfillment reports • 33 Fulfillment workbenches • 19

I Import configuration using Enterprise Change Management • 1 Introduction • 1

L Legal notice • i

M Master Planning • 17, 25 Master Planning reports • 37 Master Planning workbenches • 20

P Production, Sales and Inventory Report • 33, 37


Reports

Provide feedback on this document • i

R Report layout • 29, 30, 33, 34, 36, 38 Report options • 28, 30, 31, 33, 35, 38 Reports • 28

S Schema design • 35, 37, 39 Set up sample database • 1 Set up the environment • 1 Supply Plan Report • 35

U Understand the configured user interface • 13


solution implement guide

Documents

uk taiwan patent

e taiwan patent

document jda

i222585 german patent

i222586 german patent

i225208 german patent

i225209 german patent

i225605 german patent