Custom S&OP Sales Training Presenter’s Name Presenter’s Title

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Custom S&OP Sales TrainingPresenter’s NamePresenter’s Title

Agenda

• Introduction• S&OP Market Positioning• Oracle’s S&OP Solution • Demonstrations• Hands-On Exercises• Customizing a S&OP demonstration• Demonstration• Additional Resources• Wrap Up

Agenda Details

Oracle 1 day Custom APCC and S&OP Workshop  

Start Time End Time Duration Section Topic: Sales & Operations Planning9:00 AM 9:30 AM 0:30 Discussion Welcome, Introduction, Logistics, Expectations

9:30 AM 10:15 AM 0:45 Lecture S&OP Market Trends, Business Drivers, Process Flow

10:15 AM 11:00 AM 0:45 Lecture Oracle's S&OP Solution Overview & Positioning

11:00 AM 11:15 AM 0:15 Break

11:15 AM 11:45 AM 0:30 Demonstration Core APCC for S&OP executive level demonstration

11:45 AM 12:45 PM 1:00 Exercise Core APCC student workshop

12:45 PM 1:45 PM 1:00 Lunch

1:45 PM 2:15 PM 0:30 Exercise Core APCC student workshop (continued)

2:15 PM 3:15 PM 1:00 LectureS&OP Custom End to End Design Build Process

3:15 PM 3:30 PM 0:15 Break

3:30 PM 4:00 PM 0:30 Lecture S&OP Demonstration Tips and Tricks

4:00 PM 4:30 PM 0:30 Demonstration Custom S&OP executive level demonstration

4:30 PM 5:00 PM0:30

Discussion Wrap Up and Review

Agenda

• Introduction• S&OP Market Positioning• Oracle’s S&OP Solution • Demonstrations• Hands-On Exercises• Customizing a S&OP demonstration• Demonstration• Additional Resources• Wrap Up

Agenda

• Introduction• S&OP Market Positioning• Oracle’s S&OP Solution • Demonstrations• Hands-On Exercises• Customizing a S&OP demonstration• Demonstration• Additional Resources• Wrap Up

3 Levels of Customizing an Executive S&OP demonstration

• Tailoring APCC dashboard to reflect customer labeling information (i.e. customer names, product categories, suppliers, etc)

• Update APCC dashboard metrics to modify dates and values (i.e. Planning dates, Forecast amounts, capacity constraints, budget values, etc)

• Update APCC to reflect custom data build done in EBS and carry through to planning via collections

Customizing S&OP Executive Demonstration

• Update Meta Data• Change Plan values

1 - Update Meta Data

A. Update and Run DSS Data Wizard for APCC values

B. Update APCC reports to reference proper values (i.e. Resource description rather than resource ID, Category name rather than category ID, etc)

C. Update OBIEE Dashboards to show updated tabsD. Update Vision Consensus Forecast Product Family

Worksheet to reflect new Product FamiliesE. Rerun Supply plan(s)

A) DSS Wizard Values Impacting APCC Executive Demo flow

Product Categories (Data Entries > Supply Chain Manufacturing > Inventory > Categories)

• Vision Pad Elite• Vision Pad Advanced• Vision Pad Platinum• Accessories• Plastic Component Parts• Hardware• Handheld Computer and PDAs• Computer Systems

Suppliers(Commonly Changed Values > Suppliers)

• Allied Manufacturing• Industrial Dressler

Customers(Commonly Changed Values > Suppliers)

• Computer Services and Rental• Business World• Hilman and Associates• Silicon City

Organizations(Commonly Changed Values > Organizations HR))

• Boston Manufacturing• Chicago Subassembly Plant• Singapore Distribution Center• Dallas Manufacturing• Seattle Manufacturing• Seattle Distribution Center

(Continued Next Slide)

A) DSS Wizard Values Impacting APCC Executive Demo flow

Resources(Data Entries > Supply Chain Manufacturing > Discrete Manufacturing > Resources (Disc Mfg))

• Vision Pad SX & ZX Chip Mount Machine (Chipmount9 – S1)• Vision Pad SX & ZX Chip Mount Machine (Chipmount9 – M2)• Vision Pad DX Chip Mount Machine (Chipmount1 – S1)• SMT Machine (SMT M3)• Pellet/Resin Mixer (Mixer1 – M1)• Pellet/Resin Mixer (Mixer2 - M1)• Kit Assembly Labor (KASSM – M1)• Injection Molding Machine #3 (INJECTMLD3 – M1)• Final Assembly Labor (FINAL ASSM – M1)• Vision Pad DX Assembly Robot (ROBOT2 – M2)• Vision Pad SX & ZX Assembly Robot (ROBOT9 – M1)• Vision Pad Platinum Chip Mount Machine (CHIPMOUNT3 – S1)• Vision Pad DX Chip Mount Machine (CHIP MOUNT – M2)• Vision Pad DX Chip Mount Machine (CHIPMOUNT1 – S1)• Vision Pad Platinum Assembly Robot (ROBOT 2 – M1)• Vision Pad Platinum Chip Mount Machine

A) DSS Wizard Update StepsOpen Data Wizard from DSS portal

A) DSS Wizard Update StepsOpen Data Wizard from DSS portal

A) DSS Wizard Update StepsCreate header information for your dataset

A) DSS Wizard Update StepsUpdate your values in the different areas

B) APCC Report Updates to leverage Data Wizard updates

Dashboard Tab Report Title Values From Values to Comments

S&OP Supply Review Production Plan Comparison by Organization

Organization (default value) Organization (Org description value) Insure in Pivot table results view Organization is added to Row level on left side of screen

S&OP Supply Review Top Resource Utilization - Baseline Current

Organization (default value) & Resource

Organization (Org description value) &Resource Description

Insure in Pivot Table and Pivot Table 2 results view Organization and Resource values are added to Row level on left side of screen

S&OP Supply Review Top resource Utilization by Organization - Baseline Current

Organization (default value) Organization (Org description value) Insure in Pivot table results view Organization is added to Row level on left side of screen

SCA Demand & Supply Supply Change by Categories ASCP Category Code ASCP Category Description Based on ASCP Category not Item Category that the Wizard updates

SCA Demand & Supply Total Supply by Categories - Baseline…

ASCP Category Code ASCP Category Description Based on ASCP Category not Item Category that the Wizard updates

SCA Demand & Supply (drill report)

Aggregated Horizontal Plan ASCP Category Code & Organization (default value)

ASCP Category Description & Organization (Org description value)

Still need detailed update instructions

SCA Exceptions Exceptions Summary by Category ASCP Category Code ASCP Category Description Based on ASCP Category not Item Category that the Wizard updates

SCA Exceptions Exceptions Summary by Organization Organization (default value) Organization (Org description value) Insure in Pivot table results view organization value is added to Row level on left side of screen

SCA Resource Least Utilized resources… Resource Resource Description Insure 1) in Pivot table results view resource value is added to Row level on left side of screen. 2) Chart View has new Resources check for the Y axes (horizontal i.e. first column)

SCA Resource Most Utilized Resources… Resource Resource Description Insure 1) in Pivot table results view resource value is added to Row level on left side of screen. 2) Chart View has new Resources check for the Y axes (horizontal i.e. first column)..With this change you will not be able to launch into ASCP from this report, due to the launch is from the Resource not Resource Description.

SCA Resource Resources with Change in Utilization Resource Resource Description

*Also documented in Wizzard_dataset_for_APCC_demo_v4.xls

B) OBIEE Updates for APCCReference documents

• How to copy a page in APCC.doc– Use to create new dashboard tabs

• Tips and Tricks APCC Customizations.doc– Copying reports to change– Modifying report to reflect different data

• Additional Tips to tailor OBIEE dashboards.docx– Copying and modifying embedded reports

*Also documented in Wizzard_dataset_for_APCC_demo_v4.xls

C) APCC Dashboard Updates Display updated tabs and hide original tabs

• Rename original tabs and new tabs• Hide original tabs• Reorder tabs

Refer to Additional Tips to tailor OBIEE dashboards.doc for step by step instructions

D) Update Demantra Worksheet Matching Data Wizard updates

1. Open Worksheet “Vision Consensus Forecast Product Family” and update Product Families to match Product Categories set earlier

E – Update Supply PlanSteps to updating SNO model

1. Edit / update .imp file to reflect Data Wizard customer and suppliers changes

2. Test your file Launch Strategic Planning Workbench Open BCust plan for TST:Seattle Mfg1 Import updated .imp file Run scenarios

E – Update Supply PlanEdit .imp file

E – Update Supply PlanOpen SNO model

OR

E – Update Supply PlanOpen SNO model

1

2

3 4

5

E – Update Supply PlanOpen SNO model and importing file

E – Update Supply PlanImporting file

E – Update Supply PlanRun Scenarios

1 - Update Meta Data

A. Update and Run DSS Data Wizard for APCC values

B. Update APCC reports to reference proper values (i.e. Resource description rather than resource ID, Category name rather than category ID, etc)

C. Update OBIEE Dashboards to show updated tabsD. Update Vision Consensus Forecast Product Family

Worksheet to reflect new Product FamiliesE. Rerun Supply plan(s)

Customizing S&OP Executive Demonstration

• Update Meta Data• Change Plan values

Steps to Change Plan Values within DSS

1. Move Forecast dates forward for Demantra

2. Create and Publish Forecast to share with supply

3. Update Supply Plans

4. Repeat steps 2 & 3 until desired results

5. Publish Supply Plans to APCC

6. Publish Consensus Demand to APCC

7. Create APCC Scenarios

8. Create Prior Information

9. Clean up Data for demonstration

10.Create saved queries in APCC

1 - Move Forecast Dates ForwardRoll Demantra History Forward

1. Stop Demantra via: (b) Manage Environment > ADS FMW File Manager > Demantra > Services > Stop Demantra

2. Log-in DSS instance MFG / welcome

3. As System Administrator responsibility - run ‘ADS Move Demantra Dates’ con-current request

4. Insure request completes without errors

5. Start Demantra via: Manage Environment > ADS FMW File Manager > Demantra > Services > Start Demantra

6. Validate your values have change

1 - Move Forecast Dates ForwardStopping Demantra server

1 - Move Forecast Dates ForwardStopping Demantra server

1 - Move Forecast Dates ForwardRun ADS Move Demantra Dates Forward

1 - Move Forecast Dates ForwardRestart Demantra server

1 - Move Forecast Dates ForwardRestart Demantra server

1 - Move Forecast Dates ForwardValidate values have been updated

Sales History

Forecast into the Future

Steps to Change Plan Values within DSS

1. Move Forecast dates forward for Demantra

2. Create and Publish Forecast to share with supply

3. Update Supply Plans

4. Repeat steps 2 & 3 until desired results

5. Publish Supply Plans to APCC

6. Publish Consensus Demand to APCC

7. Create APCC Scenarios

8. Create Prior Information

9. Clean up Data for demonstration

10.Create saved queries in APCC

2 – Create and Publish ForecastMaking Forecast available for supply planning

Create Forecast in Demantra• Review forecast values and update if need or desire to do so

Publish Sales History• Launch Select Workflow Manager (Sales and Operations

Planning System Administrator)• Run/Start Export OBI Data Workflow

Publish Forecast for Planning• Launch Select Workflow Manager (Sales and Operations

Planning System Administrator)• Run/Start Vision_Site Workflow• Insure workflow completes without errors

2 – Create and Publish ForecastCreate Forecast in Demantra

2 – Create and Publish ForecastCreate Forecast in Demantra

2 – Create and Publish ForecastPublish Sales History

2 – Create and Publish ForecastPublish Consensus Demand for supply planning

Steps to Change Plan Values within DSS

1. Move Forecast dates forward for Demantra

2. Create and Publish Forecast to share with supply

3. Update Supply Plans

4. Repeat steps 2 & 3 until desired results

5. Publish Supply Plans to APCC

6. Publish Consensus Demand to APCC

7. Create APCC Scenarios

8. Create Prior Information

9. Clean up Data for demonstration

10.Create saved queries in APCC

3 – Update Supply PlanSNO, ASCP or RP

• Any of our supply chain planning engines can be used to generate supply plans for S&OP in APCC

Strategic Network

Optimization

Advanced Supply Chain

Planning Rapid Planning

3 – Update Supply PlanSteps to updating SNO model

1. Edit / update .imp file to reflect Data Wizard customer and suppliers changes (if not already done while updating meta data)

2. Launch Strategic Planning Workbench

3. Open BCust plan for TST:Seattle Mfg1

4. Save BCust locally for easier manipulation

5. Import updated .imp file

6. Run scenarios

7. Adjust capacity on base model until desired results

Please refer to E under Updating Meta Data visual for flow in screenshots

Steps to Change Plan Values within DSS

1. Move Forecast dates forward

2. Create and Publish Forecast to share with supply

3. Update Supply Plans

4. Repeat steps 2 & 3 until desired results

5. Publish Supply Plans to APCC

6. Publish Consensus Demand to APCC

7. Create APCC Scenarios

8. Create Prior Information

9. Clean up Data for demonstration

10.Create saved queries in APCC

Steps to Change Plan Values within DSS

1. Move Forecast dates forward

2. Create and Publish Forecast to share with supply

3. Update Supply Plans

4. Repeat steps 2 & 3 until desired results

5. Publish Supply Plans to APCC

6. Publish Consensus Demand to APCC

7. Create APCC Scenarios

8. Create Prior Information

9. Clean up Data for demonstration

10.Create saved queries in APCC

5 – Publish Supply PlanPublishing each individual SNO model scenarios

1. Run and Publish Baseline scenario

2. Run and Publish Outsourcing scenario

3. Run and Publish Capacity scenario

5 – Publish Supply PlanRun SNO scenario

5 – Publish Supply PlanReview KPIs – Insure desired results

5 – Publish Supply PlanPublish each scenario

12

3

Steps to Change Plan Values within DSS

1. Move Forecast dates forward

2. Create and Publish Forecast to share with supply

3. Update Supply Plans

4. Repeat steps 2 & 3 until desired results

5. Publish Supply Plans to APCC

6. Publish Consensus Demand to APCC

7. Create APCC Scenarios

8. Create Prior Information

9. Clean up Data for demonstration

10.Create saved queries in APCC

6 – Publish Consensus Demand to APCCRun con-current request Assign Plan Name

Steps to Change Plan Values within DSS

1. Move Forecast dates forward

2. Create and Publish Forecast to share with supply

3. Update Supply Plans

4. Repeat steps 2 & 3 until desired results

5. Publish Supply Plans to APCC

6. Publish Consensus Demand to APCC

7. Create APCC Scenarios

8. Create Prior Information

9. Clean up Data for demonstration

10.Create saved queries in APCC

7 – Create APCC ScenariosMaking plans viewable on APCC Dashboards

1. Associate planning scenarios to APCC scenariosa. Demand scenario created via Assign Plan Name routine

to each APCC scenario

b. Supply scenarios created via step 5 above

2. Verify desired results display via the S&OP Dashboard

SNO scenario

Demantra plan

7 – Create APCC ScenariosOpen APCC Scenario Manager

OR

7 – Create APCC ScenariosCreate new Scenario by Copying Existing

2

1Query existing APCC scenario

Copy existing APCC scenario

7 – Create APCC ScenariosUpdate new APCC scenario – Supply Plan

1

2

3

1. Select new scenario

2. Query for new plan

3. Select new plan

7 – Create APCC ScenariosUpdate new APCC scenario – Consensus Demand

1

2

3

1. Select new scenario

2. Query for new plan

3. Select new plan

*Repeat Create APCC Scenario process for Add Capacity and Outsourcing scenarios

7 – Create APCC ScenariosVerify metrics are as desired

From Executive tab on S&OP dashboard query your three plans for the current year

Steps to Change Plan Values within DSS

1. Move Forecast dates forward

2. Create and Publish Forecast to share with supply

3. Update Supply Plans

4. Repeat steps 2 & 3 until desired results

5. Publish Supply Plans to APCC

6. Publish Consensus Demand to APCC

7. Create APCC Scenarios

8. Create Prior Information

9. Clean up Data for demonstration

10.Create saved queries in APCC

8 – Create & Publish Previous APCC ScenarioCreating a Previous Demand Plan

1. Open “vision_forecast_adjustment” worksheet in Demantra and update Weighted Forecast values to reflect desired previous forecast

8 – Create & Publish Previous APCC ScenarioSupply and Demand values

2. Run/Start Vision_Previous Workflow and insure completed without errors

3. Run and Publish PCust SNO model

4. Run con-current request Assign Plan Name for Vision_ Previous

5. Create / Update APCC scenario for Previous plan

6. Verify APCC Previous Demand Plan reflects desired metrics

8 – Create & Publish Previous APCC Scenario Run/Start Vision_Previous Workflow

OR

Open S&OP workflow manager

8 – Create & Publish Previous APCC Scenario Run/Start Vision_Previous Workflow

8 – Create & Publish Previous APCC Scenario Verify Vision_Previous Workflow completed without errors

No errors recorded select Logout

8 – Create & Publish Previous APCC Scenario Open SNO

OR

8 – Create & Publish Previous APCC Scenario Run PCust SNO plan

1

2

3 4

5

8 – Create & Publish Previous APCC ScenarioCreate a new SNO scenario to create a publishable supply plan

8 – Create & Publish Previous APCC ScenarioRun the Baseline scenario

8 – Create & Publish Previous APCC ScenarioReview KPIs

8 – Create & Publish Previous APCC ScenarioPublish your Previous Supply Plan scenario

12

3

8 – Create & Publish Previous APCC Scenario Run con-current request Assign Plan Name

8 – Create & Publish Previous APCC Scenario Open APCC Scenario Manager

OR

8 – Create & Publish Previous APCC Scenario Copy Previous APCC scenario

2

1

Query existing APCC scenario

Select & copy existing APCC

scenario

8 – Create & Publish Previous APCC Scenario Update APCC scenario with new Previous Consensus Demand and Supply Plan

8 – Create & Publish Previous APCC Scenario Verify APCC values reflect desired results

Steps to Change Plan Values within DSS

1. Move Forecast dates forward

2. Create and Publish Forecast to share with supply

3. Update Supply Plans

4. Repeat steps 2 & 3 until desired results

5. Publish Supply Plans to APCC

6. Publish Consensus Demand to APCC

7. Create APCC Scenarios

8. Create Prior Information

Optional – Adjust Budget

9. Clean up Data for demonstration

10.Create saved queries in APCC

Optional – Adjust Budget

1. Update a Demantra Worksheet to make Budget Value editable

2. Update Budget Values

3. Run OBI Data Demantra Workflow

Optional – Adjust BudgetUpdate Demantra - Making Budget Value editable

Optional – Adjust BudgetUpdate Demantra Worksheet to make Budget Value editable

Optional – Adjust BudgetUpdate Demantra Worksheet to make Budget Value editable

Optional – Adjust BudgetUpdate Demantra Worksheet to make Budget Value editable

Optional – Adjust BudgetUpdate Demantra Worksheet to make Budget Value editable

Optional – Adjust BudgetUpdate Budget Values

Optional – Adjust BudgetUpdate Budget Values

Optional – Adjust BudgetRun Export OBI Data

Steps to Change Plan Values within DSS

1. Move Forecast dates forward

2. Create and Publish Forecast to share with supply

3. Update Supply Plans

4. Repeat steps 2 & 3 until desired results

5. Publish Supply Plans to APCC

6. Publish Consensus Demand to APCC

7. Create APCC Scenarios

8. Create Prior Information

9. Clean up Data for demonstration

10.Create saved queries in APCC

9 – Clean Up Data for DemonstrationRefresh forecast data

1. Remove manual updates made to vision_forecast_adjustment Worksheet

2. Run / Start Vision_Site Workflow and insure workflow completes without errors

3. Open Supply Plan to insure you see demand

9 – Clean Up Data for DemonstrationRemove adjustments from forecast

9 – Clean Up Data for DemonstrationRemove adjustments from forecast

9 – Clean Up Data for DemonstrationRun / Start Vision_Site Demantra Workflow

9 – Clean Up Data for DemonstrationOpen SNO Model to insure you see your demand

OR

9 – Clean Up Data for DemonstrationOpen SNO Model to insure you see your demand

1

2

3 4

5

9 – Clean Up Data for DemonstrationOpen SNO Model to insure you see your demand

Steps to Change Plan Values within DSS

1. Move Forecast dates forward

2. Create and Publish Forecast to share with supply

3. Update Supply Plans

4. Repeat steps 2 & 3 until desired results

5. Publish Supply Plans to APCC

6. Publish Consensus Demand to APCC

7. Create APCC Scenarios

8. Create Prior Information

9. Clean up Data for demonstration

10.Create saved queries in APCC

10 – Create Saved Queries

• Executive tab– End state = Current, Add Capacity, Add Outsourcing to Current

• Demand tab– Prior state = Previous to Previous– End state = Current, previous to Current

• Supply tab– Starting point = Current to Current– End state = Current, Add Capacity, Add Outsourcing to Add Capacity

10 – Create Saved QueriesSetting query data

10 – Create Saved QueriesSetting query data

10 – Create Saved QueriesSaving query data

From Plan Options – Select Save Current Selections > For Me

Your query is now saved and viewable via: Plan Options > Apply Saved Query

10 – Create Saved Queries

Repeat prior steps to create all the queries listed below:

• Executive tab– End state = Current, Add Capacity, Add Outsourcing to Current

• Demand tab– Prior state = Previous to Previous– End state = Current, previous to Current

• Supply tab– Starting point = Current to Current– End state = Current, Add Capacity, Add Outsourcing to Add Capacity

Additional Tips and Trick

• Have Demantra spreadsheet open so you can Alt Tab to it until launch is fixed in DSS

• You do not have to re-run your ASCP plans for the SCA • Allow at least 1 complete day to prepare your instance • Allow minimum 2 day to create custom data and value

demonstration

Additional Resources & Contacts

• VCP Development Web site– Additional Product Positioning– Data Sheet, Press Release, Articles– AGSS Presents replays– Recorded Demo viewlets and scripts– User Guide, TOIs, etc

Contacts: AGSSBrad Kerr - brad.Kerr@oracle.com - phone: +1 602 549 1215

Linda Mitchell - linda.mitchell@oracle.com - phone: +1 949.466.8401

Dana Nigh - dana.nigh@oracle.com – phone : +1 678 773 6678

Danny Smith - danny.smith@oracle.com – phone : +1 404 272 1213

Regional Team