SCP Reference Materials

Standard & Long Term Planning Schedules April 2009

A Planning Schedule is a set of “Collaborations” between a Buyer and Supplier. The Buyer publishes the schedule and the Supplier reviews and responds to it.

Collaboration = Buyer + Site + *Item + Supplier

* Item comes from the buyer material number and/or supplier material number.

Step 1: Locate Planning Schedule (PS) Collaborations

There are two typical business scenarios that apply when searching for planning schedules:

1. Search for a set of PS items that were sent to you by a buyer and require a response

2. Search based on business criteria (i.e. part numbers, vendor codes, plant or storage locations etc.), in order to check the schedule requirements

Option 1: Search for Set of Items Sent by Buyer

§ On Navigation Tree: [+] Demand Plan & Forecast à Planning Schedules à Search

§ Under the Run Date field, enter the date that the buyer sent you the set of PS items

NOTE: The date format has to be ‘Mon/DD/YYYY’. Example: Aug/22/2007

§ Click Search

§ The Collaboration Selector page appears with the search results listed

Option 2: Search Based on a Business Question

§ On Navigation Tree: [+] Demand Plan & Forecast à Planning Schedules à Search

§ Enter keywords to search, click Search

§ The Collaboration Selector page appears with the search results listed

Step 2: View PS

§ From the Collaboration Selector page, use checkboxes to select items to be viewed

§ Click View

§ The Multi-Collab View (MCV) page appears

How to Navigate Multi-Collab View (MCV) Page

View by PS Record and Details (or ‘Data Measures’) – scroll up & down

View by Time Reference – scroll left & right

Change the Date Range – use Start/End Dates (top of page), click Refresh icon

View Collab Attributes (record details) – use icon next to each collab record

Send PS Record to Buyer – use icon next to each record

Change Data Measure Details (rows) – use icon

Change Data Columns at Left – use icon

Modify Display Area Size at Left – click and drag the icon

View Data Measure Attributes/Details – click hot links (blue text) in Data Measure column

View PIT (point-in-time) Attributes/Details – click PIT value (number links in main part of screen)

Legend for Time References (default view):

Approx. 4 weeks of Daily time buckets

8 Weekly time buckets starting on a Monday

21 Monthly time buckets starting on the 1st of each month

Legend for PS Highlighting

Supplier Response Mismatch:

Supplier Response differs from Schedule

Demand Change:

(Current) Demand differs from Prior Demand

Schedule Change:

(Current) Schedule differs from Prior Schedule

PDT/RT Change:

Current Planned Delivery Time (PDT) is different from previous PDT

Status – shows up on today’s date:

Supplier has viewed the collaboration

Supplier has sent the collaboration to the buyer

Step 3: Respond to PS

Option 1: Update Quantity or Date

§ For the collaboration to be updated, click on the data measure called Supplier Response

§ A new pop-up window appears where the dates and quantities can be edited

§ At the PIT Info page, enter new values where applicable for each PIT (date and quantity)

§ Click Update

§ If changes are made, it is REQUIRED to select a Reason Code for that row (scroll to the right to see the Reason Code column)

Note: If the Reason Code selected is ‘X-Other’, then you must add text in the Notes field.

§ Once changes are completed, click Update

§ Click OK to close the Confirmation note

§ Click OK to refresh the MCV page with the changes

Step 4: Send PS Collaboration to Buyer (from MCV Page)

§ From MCV page, click on icon (next to the row of attribute data for each collaboration)

§ Click on Attribute Detail link in dropdown box

§ The Attribute Detail popup box should appear

§ At the Status field, change the status to Sent

§ Click Update

Long Term Planning Schedules (LTPS)

A Long Term Planning Schedule is very similar to a Standard PS. Both types are accessed and viewed the same way. However, an LTPS can only be viewed and no response can be sent by the Supplier.

Step 1: Locate LTPS

§ On Navigation Tree: [+] Demand Plan & Forecast – Long Term Planning Schedules - Search

§ Enter keywords to search (or use * as a wildcard search)

o Use Run Date to locate a set of PS items sent from a buyer

§ Click Search

§ The Collaboration Selector page appears with the search results listed

Step 2: View LTPS

§ From the Collaboration Selector page, use checkboxes to select records to be viewed

§ Click View

§ The Multi-Collab View (MCV) page appears

§ From MCV page, click on icon (next to the row of attribute data for each collaboration)

§ Click on Attribute Detail link in dropdown box

§ The Attribute Detail popup box should appear