A Primer on Scheduling

with Order
Management
Bob Brown
Practice Director – CRM & Order Management
DARC Corporation
 Bob Brown
Radisson Brentwood
9:15 am – 10:15 am
Wednesday
Agenda

• Overview of Features and Terminology

• ATP Calculation Samples
• Scheduling Process
• Deployment Options
• Setup for ATP Based on Collected Data
• ATP Based on Planning Data
• 11.5.9 Enhancements
• 11.5.10 Enhancements
Scheduling Goals

• Determine when items will be available to promise to a customer

• Schedule the shipment or arrival of order lines based on availability
• Reserve on-hand inventory to sales order lines.
• Schedule based on
• Individual order lines
• Groups of order lines
• Ship sets
• Arrival sets
• Configurations
Key Features

• Schedule at multiple points

• Specify by customer if request date is ship or arrival
• Automatically set scheduled ship / arrival date based on calculated
ATP date
• Use shipping networks to determine delivery transit time
• Scheduling control by transaction type
• View availability from multiple warehouses at one time
• Group lines by arrival sets
• Schedule across orders
Terminology

• Request Date / Request Date Type

• Latest Schedule Limit
• Scheduled Ship / Arrival Date
• Ship Set / Arrival Set
• Promise Date
• Reservation
• Reservation Time Fence
• Sourcing
Calculating ATP

• Required Inputs • ATP results display

• Ordered item • Warehouse
• UOM / quantity • Request Date Qty
• Request date • On-hand Qty
• Warehouse can be specified or • Qty Reservable
derived • Request Date
• Available Date
• Error Message
• Substitute Item
ATP Calculation Result
ATP Calculation Result
ATP Calculation Result
ATP Calculation Result
Scheduling Process

• Action performed on a line or group of lines:

• Determines the warehouse for the order line
• Determines the schedule ship / arrival date, delivery lead time and the
shipping method.
• Makes the line visible to the planning applications and consumes supply
for the item.
• Reserves the line if schedule ship date is within the reservation time
fence
• Schedule by Ship or Arrival Date
• Automatically return Schedule Ship Date if Latest Acceptable Date
is satisfied
Scheduling Options

• Autoschedule
• Schedule when line is saved
• Controlled by OM: Autoschedule, or Transaction Type
• Manual by Order Line or Order Header
• Workflow
• Scheduling Concurrent Program
• Scheduling Across Orders – Scheduling Organizer
• View Scheduling attributes across multiple order lines
• Perform scheduling actions on lines across orders
• Access control by profile option OM: Scheduling Role
Scheduling Organizer
Scheduling Organizer
Ways to View ATP Results

• Standard or Quick Order Entry forms

• Scheduling Organizer
• ATP Inquiry (Schedule Æ ATP Inquiry)
• Pricing and Availability
ATP Inquiry
ATP Inquiry
Pricing & Availability
Pricing & Availability
Deployment Options

• Deployment without Advanced Supply Chain Planning

(ASCP)
• Use supply and demand data from transactional systems
• ATP Based on Collected Data
• Deployment with ASCP
• Availability calculated from ASCP plan output
• ATP Based on Planning Output
ATP Based on Collected Data

• Backwards compatibility with 10.7 and 11

• Introduces concept of Data Collection
• ATP options:
• Basic ATP
• Single-level Supply Chain ATP
• Product Family ATP
• Configuration ATP
• Demand Class ATP
ATP Based on Planning Output

• More realistic supply picture

• Enhanced flexibility and control capabilities
• ATP options:
• Basic ATP
• Multi-level Supply Chain ATP
• Product Family ATP
• Configuration ATP
• Demand Class ATP
• Allocated ATP
• End Item Substitution
Configuration Options

• Single node or two-node

• Single node applicable for non-ASCP configurations
• Two-node configurations recommended for ASCP configurations
• “Source” node is where the ERP applications, including Order
Management, reside
• “Destination” is where ASCP resides
• Database links between Source and Destination
• “Instances” are defined for each Source of collected data
• For ASCP deployments, Instances are defined on the Destination node
Setup: ATP Based on Collected Data

• Define instance
• Enable Check ATP attribute on relevant items
• Define ATP rules
• Item-specific or Inventory Org default
• Past due Supply and Demand days
• Infinite Supply Time Fence
• ATP by Demand Class
• Demand and Supply Sources
ATP Rules
Setup: ATP Based on Collected Data

• Profile options • Define Transit Times

• OM: Schedule Lines on Hold • Warehouse to Internal
• OM: Autoschedule Location
• OM: Reservation Time Fence • Warehouse to Region
• OM: Auto Push Group Date • Warehouse to Zone
• OM: Authorized to Override
ATP
• OM: Scheduling Role
• INV: Capable to Promise
• MSC: Enable ATP Summary
Mode
Setup: ATP Based on Collected Data

• Scheduling Level on Transaction Types

• ATP Only
• No Reservations
• Allow all Scheduling Actions
• Inactive Demand with Reservations
• Inactive Demand without Reservations
Setup: ATP Based on Collected Data

• Single-level Supply Chain ATP

• Sourcing Rules to define priority of warehouse search
• Associate Sourcing Rules to Items / Customer in Assignment Set
• Set MRP: ATP Assignment Set profile option
Setup: ATP Based on Collected Data

• Configuration ATP
• For availability and lead time check on ATO Model and components:
• ATO Model / Option Class
• Check ATP = None
• Component ATP = Material
• Mandatory Components / Optional Items
• Check ATP = Material or None
• Component ATP = None
• For ATO Model lead time check
• Check ATP, Component ATP = None
• MSC: ATP Enforces Lead Times for ATP Models
ATP Based on Planning Data

• Multi-level Supply Chain ATP

• Checks for availability at multiple bills of material levels and at
multiple supply chain locations
• Drills down into resource and supplier capacities as necessary.
• Considers lead / transit times across entire supply chain
• Allocated ATP
• Allocate supply by sales channels or customers
• Allocation can be equal to the forecast of the sales channel or
customer, or a portion of supply when supply is constraint.
11.5.9 Scheduling Enhancements

• Override ATP
• Access controlled by profile option
• Explicit Override ATP flag on order line
• Scheduling Across Orders
• Scheduling Organizer
• Perform scheduling actions on multiple order lines
• Inactive Demand Scheduling Levels
• Lines neither scheduled, nor made visible as demand
• Schedule Ship Date = Request Date
• Used in repair scenario, to ship repaired item
11.5.10 Scheduling Enhancements

• Global Order Promising for ATO Configurations

• Source warehouse can be derived
• Line Level Ship / Arrival Sets
• OM: Assign new set for each line
• Default all lines to one Ship / Arrival set
• Publish Plan Results to Order Management
• Only for ASCP installs
• Changes to supply / demand picture can alter schedule ship dates
• ASCP can update Schedule Ship / Arrival Date, Warehouse, Delivery
Lead Time, Ship Method
11.5.10 Scheduling Enhancements

• Reservation Enhancements
• New reservation modes supported by Reserve Orders
concurrent program:
• Partial – include / exclude lines with existing partial reservations
• Percentage – reserve a specified percent of the requested quantity
for each line selected
• Fair Share – weighted allocation of available quantity across
selected lines
• Run simulations using Reservation Sets created in Scheduling
Organizer
11.5.10 Scheduling Enhancements

• Scheduling Flexibility Controls – new options to direct

various scheduling activities
• Request Date change to force reschedule
• Ship Method change to force reschedule
• Promise Date use: static, dependent on Request / Ship Date,
manually
• Latest Acceptable Date warnings: ignore without a warning,
ignore with warning, honor
Thank You!

Bob Brown
Practice Director – CRM & Order Management
DARC Corporation
bbrown@darc.com
(847) 519-3160