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GCSS-MC/LCM INCREMENT 1
GCSS-MC Enterprise System Training
Plnr 301 Logistics Chain
Planning (ASCP)
Training Guide
Version 5.0 Patch Set 30+
Publisher Stamp 5/21/2013 3:17 PM (9200)
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COPYRIGHT & TRADEMARKS
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Table of Contents
Plnr 301 Logistics Chain Planning (ASCP) ...............................................................3
Plnr 301 Logistics Chain Planning (ASCP) ............................................................................. 4
301.01 - Course Introduction ................................................................................................................. 6
301.02 - Logistics Chain Planning (ASCP)/IO Overview.................................................................... 11
301.02.01 - Logistics Chain Planning (ASCP) Overview ................................................................................. 12
301.02.02 - Demonstrated Procedures .............................................................................................................. 75
301.02.02.01 - Reviewing IO Plan Output ................................................................................................... 76
301.02.02.02 - Viewing ASCP Plan and Exceptions ................................................................................. 137
301.02.02.03 - Releasing Planned Orders .................................................................................................. 174
301.02.02.04 - Creating Exception Sets ..................................................................................................... 246
301.02.02.05 - Setting Up ASCP Planners Workbench ............................................................................ 297
301.02.02.06 - Creating a Public / Private Query ...................................................................................... 348
301.02.02.07 - Maintaining a Public / Private Query ................................................................................. 387
301.03 - Course Summary ................................................................................................................. 411
301.04 - Knowledge Assessment ....................................................................................................... 413
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Plnr 301 Logistics Chain Planning (ASCP)
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Plnr 301 Logistics Chain Planning (ASCP)
COURSE VERSION 5.0 PATCH SET 30
Preface
This course will introduce the capabilities of the Advance Supply Chain Planning (ASCP) application. ASCP
is a comprehensive planning solution, providing the tools required for optimizing the flow of material, cash,
and information across a supply chain; features a constraint based planning option; and user defined time
horizons.
Before beginning this course, the following are required
Thorough knowledge of the GCSS-MC security requirements
An active GCSS-MC user account
Basic navigation skills of the GCSS-MC applications
Prerequisites
Getting Started in GCSS-MC (CS 101)
Service Desk Support (CS 102)
Requestor (CS 103)
Reports User (Discoverer and Standard) (Rpts 101)
Using Unit Supply Procedures (Inv 101)
Intermediate Supply Procedures (Inv 201)
Oracle Demand Planning (ODP) (Plnr 201)
Course Terminal Learning Objective
Given instructions, system demonstrations, and reference materials, execute the duties of a Logistics Chain
Planner per the GCSS-MC Planning process. (Plnr 301.01)
Course Description
This course will introduce the capabilities of the Advance Supply Chain Planning (ASCP) application and
Inventory Optimization (IO). ASCP & IO are currently not planned to be used at the Organic battalion,
company level, or at the Intermediate Maintenance Activity (IMA).
Course Organization
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This is an instructor-led course featuring lecture and demonstrations.
Assessment Description
An examination will be administered to evaluate the students knowledge. A test score of 80% is required to
pass this examination.
Course Materials
Job Aids
Student Guide
Instructor Manual
UPK Player
Exception Explanations and Remedies
Supply Chain Plan Exception Messages
Understanding, Diagnosing and Resolving Exceptions
Target Audience
Inventory managers at the Enterprise & Intermediate supply level.
Recommended MOS
30xx
Viewing UPK in SeeIt! Mode
Attached or embedded content (i.e. Red Book, hyperlinks, or web page information) is not accessible when in
the SeeIt! mode.
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301.01 - Course Introduction
Terminal Learning Objective
Given instructions, system demonstrations, and reference materials, execute the duties of a Logistics Chain
Planner per the GCSS-MC Planning process. (Plnr 301.01)
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Step
1. Plnr 301 Logistics Chain Planning (ASCP)
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Step
2. GCSS-MC
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3. Agenda
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4. Administrative Notes
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301.02 - Logistics Chain Planning (ASCP)/IO Overview
Terminal Learning Objective
Given instructions, system demonstrations, and reference materials, execute the actions and/or Exceptions
generated by the Advanced Supply Chain Plan (ASCP) per the GCSS-MC Planning process. (Plnr 301.02)
Enabling Learning Objectives
With references and per GCSS-MC APS processes:
Describe the high-level process for reviewing Inventory Optimization (IO) plans for Safety Stock
recommendations. (Plnr 301.02.01K)
Identify the basic process and steps for releasing Planned Orders from the (ASCP) Planners Work
Bench. (Plnr 301.02.02K)
Describe the navigation and steps to access, view and action Exception Messages from the Planners
Work Bench. (Plnr 301.02.03K)
Describe the basic process to create a new Exception Set. (Plnr 301.02.04K)
Identify valid adjustments or modifications to the Planners Work Bench Preferences. (Plnr
301.02.05K)
Identify the options to create, or maintain an existing Query. (Plnr 301.02.06K)
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301.02.01 - Logistics Chain Planning (ASCP) Overview
Topic Overview
This topic provides the course overview for Plnr 301 Logistics Chain Planning (ASCP).
The hyperlinks below provide additional information in the curriculum for students to access.
Exception Explanations and Remedies
Supply Chain Plan Exception Messages
Understanding, Diagnosing and Resolving Exceptions
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Step
1. Logistics Chain Planning (ASCP)Overview
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Step
2. Objectives (1 of 2)
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Step
3. Objectives (2 of 2)
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Step
4. GCSS-MC Advanced Planning Suite (APS)
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Step
5. What is the GCSS-MC Advanced Supply Chain Planning (ASCP) Business Solution?
The key capabilities of ASCP are:
Holistic Optimization, Planning, and Scheduling. ASCP can plan
for all supply chain facilities simultaneously. Short-term detailed
scheduling and long-term aggregate planning are supported within a
single plan.
Finite Capacity Planning and Scheduling. Finite Capacity Planning
and Scheduling. ASCP generates feasible supply chain plans that
consider both resource and material constraints.
Optimization. Users can easily configure ASCP to optimize specific
business criteria. No programming is necessary to access ASCP's
powerful mathematical optimization capabilities.
Backward Compatibility. ASCP's component architecture allows it
to be deployed against any version of GCSS-MC transaction systems.
Workflow-Driven Exception Messaging. ASCP's exception
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messages alert planners to critical issues across the extended supply
chain. Workflows that drive these exceptions route data to and provides
feedback from trading partners as required, thus effectively involving
them in the supply chain planning process.
Global Accessibility. ASCP's database-centric architecture stores a
plans data in a central planning server database. This data is accessible
from anywhere via a simple browser page. It is possible for multiple
planners to simultaneously access data for a single plan.
Integrated Planning and Execution. ASCP's Advanced Planner
Workbench user interface will not only display a plan's results, but will
also allow planners to execute planning recommendations. Planners do
not have to move to the transaction system to perform a plan's
execution.
Simulation Capability. ASCP allows many types of changes to
supply, demand, plan options, and resource profiles to simulate
changing business conditions. Planners can generate a plan considering
all the changes that have been entered via the Planner's Workbench.
Unlimited numbers of scenarios can be simulated and compared using
online planning, copy plans, and exceptions. Examples of the types of
changes are firming, changing sources, modifying quantities, dates,
priorities, resource availability, supplier capacity, and objective
weights.
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Step
6. The Key Capabilities of ASCP
The Demand-to-Buy Business Flow
The demand-to-make /demand-to-buy business flow begins with the
establishment of independent demands that will drive the activities of
the supply chain.
On the basis of sales history from GCSS-MC Order Management,
GCSS-MC Demand Planning generates statistical demand forecasts.
After adjustment by planners, these forecasts and their variability as
estimated by GCSS-MC Demand Planning are then input into GCSS-
MC Inventory Optimization.
Using user-supplied information about the variability of this forecast
demand and the variability of supplier lead-times, GCSS-MC Inventory
Optimization generates an optimal time-phased safety stock plan.
ASCP considers three streams of independent demand: the safety stock
planned demand from GCSS-MC Inventory Optimization, forecasts
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from GCSS-MC Demand Planning, and sales order demand from
GCSS-MC Order Management.
ASCP outputs a time-phased supply plan (planned orders) that can then
be released directly to the appropriate execution systems: GCSS-MC
Purchasing or GCSS-MC Work in Process WIP for Service/Repair.
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Step
7. Simplified Demand-to-Buy Business Flow
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Step
8. Simplified 'Day-in-the-Life' flow for a GCSS-MC Logistics Chain Planner
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Step
9. What is GCSS-MC Inventory optimization (IO)?
The following are the key capabilities of GCSS-MC Inventory
Optimization:
IO uses stochastic optimization technology that enables a planner to
factor in the multilevel supply chain network and interdependence of
demand variability and supply lead time variability when generating
time-phased safety stock recommendations.
IO enables planners to evaluate multiple inventory planning scenarios
and graphically compare the results. The planning scenarios for
example can include different sets of customer service levels, budget
constraints, and capacity constraints.
IO is integrated with GCSS-MC's E-Business Suite and Advanced
Planning products including ASCP and GCSS-MC Demand Planning.
This enables collaboration between these applications. For example, the
safety stock recommendations of IO can be automatically fed into
ASCP to drive tactical supply chain planning decisions.
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Step
10. Key Capabilities of IO
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Step
11. What is Stochastic Optimization Technology?
IO uses Stochastic Optimization Technology to help manage the
uncertainty inherent to business decisions. Based on the requirements
and objectives, it is possible to determine the optimal inventory
stocking levels and other operational policies.
IO enables the decision maker to:
Determine the optimal inventory levels across the supply chain, which
improves customer service while lowering inventory investment.
Consider uncertainty in demand and supply.
Manage variability and risk.
Evaluate cost and risk trade-off.
See a graphical representation of the strategic inventory plan.
Plan telescoping time horizons.
Provide accurate inputs to tactical plans.
Manage key performance indicators (KPIs) and drive continuous
improvement.
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Step
12. IO (Safety Stock calculation) Business Process
The following steps summarize the business process flow depicted in
the diagram:
1. Determine the key objective of the inventory plan.
2. Collect existing data from other source instances.
3. Review the data collected by the inventory planning engine and
make changes as needed.
4. Specify additional inputs for the inventory plan. The following are
the data that planners can specify:
Service level policy
Inventory budget (optional)
Supplier lead time variability
Safety stock levels
Minimum and maximum inventory levels
5. The inventory planning engine processes the input and runs the
inventory plan.
6. The inventory planning engine reports the results after running the
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inventory plan.
7. Review the output generated by the inventory planning engine.
8. If the inventory plan is not optimal, make changes to the input. Steps
3 through 6 are repeated until the inventory plan is optimal.
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Step
13. Overview of Planner Workbench
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14. The Planners Workbench
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15. Implementing Planning Recommendations
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16. Planners can access a subset of planned orders for a specified time period or other user defined
sort criteria using the Supply/Demand window
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Step
17. Planners can release all planned orders using a Release All feature or individually select
planned orders for release
Releasing Recommendations
When a planner release a planned order as buy from and do not change
the recommended dates, the release process sets Need-by Date to the
planned order Suggested Dock Date.
When a planner release a planned order as buy from and change the
recommended dates, the release process calculates Need-by Date as
follows:
If Implement Date is a non-workday in the manufacturing calendar,
moves Implement Date to the previous working day.
Calculates Dock Date = Implement Date - Post processing lead time
If Dock Date is a non-workday in the manufacturing calendar, moves
Dock Date to the previous working day.
If the organization has a receiving calendar and Dock Date is a non-
workday in the receiving calendar, moves Dock Date to the previous
working day on this calendar.
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Sets Need-by Date to Dock Date
To release recommendations do:
1. In the View By Actions mode, drill down to the Recommendations
node.
2. Drill down to items in Purchase Requisitions or Discrete Jobs.
3. Right-click an item, select Supply/Demand > Supply/Demand.
4. To change the supply Suggested Due Date or Qty/Rate, navigate to
the Release Properties tabbed region:
To change the supply Suggested Due, select a new date in the
Implement Date. Select a non-workday. If a date in the past is selected,
the scheduled receipt will have today's date.
To change the supply Qty/Rate, enter a new quantity or rate in Imp
Qty/Rate.
5. To mark a supply for conversion into a purchase requisition or a
discrete job, select For Release. If For Release on the Orders tabbed
region is selected before the Implement Date or Imp Qty/Rate on the
Release Properties tabbed region is changed, clear the For Release,
make the changes and then select the For Release again.
6. Right-click in any field in the Orders tabbed region or the Release
Properties tabbed region and select Release.
Releasing All Recommendation
To release all recommendations do:
1. From the Recommendations node, drill down to Purchase
Requisitions or Discrete Jobs.
2. Navigate to Supply/Demand from items in Purchase Requisitions or
Discrete Jobs.
3. Select Edit > Select All
4. Press [right-click] > Release to release all.
Make necessary changes and save.
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Step
18. Viewing, Managing and Resolving Exception Messages (1 of 2)
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19. Viewing, Managing and Resolving Exception Messages (2 of 2)
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Step
20. To view exceptions
Exception Summary Window
The Exception Summary window displays summary exception message
information:
Generated by the current planning run
Saved from previous simulation runs
It displays the following information:
Action Type: The exception group
Version
Count: The exception message count by exception group
The window displays the exception groups by their typical importance
to troubleshooting; for example, late orders are more important than
recommendations.
The Find window, can sort, group, or subtotal exceptions according to
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various criteria, for example, item, supplier, and buyer. If grouped by
organization, item, planner code, resource, category, department,
customer, or supplier, the results window displays their column
headings. For other group by criteria, the results window displays a
generic column heading, for example, Group By 1
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Step
21. To view exception details
Exception Details Window
The Exception Details window displays information about each
exception. If one exception type is selected, the window displays
information in a folder for that exception type. If multiple exception
types are selected, the window displays the generic default folder.
Days Late applies to the Late replenishment for forecast and Late
replenishment for sales order exception messages.
Quantity Satisfied By Due Date is the portion of a demand that can be
satisfied by the due date.
Buttons
On the Exception Details window, it is possible to obtain additional
information about certain exceptions by clicking buttons on the bottom.
The buttons that appear are unique to the exception.
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Right Mouse Options
From the Exception Details window, additional information can be
obtained by right-clicking on the exception. The choices in the pop-up
menu are unique to the exception. Some choices are:
Supply
Demand
Resource Availability
Resource Requirements
Sources
Destinations
Related Exceptions
Gantt Chart
Horizontal Plan
Vertical Plan
End Item Supplies
End Pegged Supplies
Critical Activities
Related Exceptions
If working in a constrained or optimized plan, use the right mouse
option Related Exceptions to obtain further cause and effect
information, for example:
Is an order late because of a resource, material, or transportation
resource constraint?
Does a material, resource, or transportation resource issue cause late
orders?
From a resource, material, or transportation resource constraint
exception message, drill down to Late replenishment for sales order
and Late replenishment for forecast exception messages that the
constraint affects.
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Step
22. Resolving Exception Messages (1 of 2)
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Step
23. Resolving Exception Messages (2 of 2)
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Step
24. "Exception Explanations and Remedies.doc"
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Step
25. "Understanding, Diagnosing and Resolving Exceptions.pdf"
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Step
26. "Supply Chain Exception Messages.doc"
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27. Exception Sets (1 of 2)
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28. Exception Sets (2 of 2)
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Step
29. Creating and Updating Exception Sets
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Step
30. Defining Planners Workbench Display Preferences (1 of 3)
To define display preferences
1. Navigate to the Planner Workbench.
2. Choose Tools > Preferences.
3. Type the name for the Preference Set.
A Preference Set is applicable to all types of horizontal plans. Up to
three personal preference sets can be created and save for viewing a
horizontal plan based on the requirements. Multiple preference sets can
be created to view different levels of information for a horizontal plan.
For example, a planner may want to view summary-level information
with rows displaying gross requirements, total supply, safety stock, and
on-hand quantity to validate whether or not supply matches demand at
a period level. The planner may also want to view detailed information
for each supply type on a daily-level.
Preference Sets are unique to the individuals creating it. If specific
preference sets are created and applied, it is available only to the
planner that created them.
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4. Enter Display Buckets, Display Factor, Decimal Places, Show Graph
and check each type of plan to display the information in the material
plan.
5. Choose the Capacity Plan tab.
6. Check each type of plan information to be displayed in the resource
capacity plan.
7. Choose the Supplier Plan tab.
8. Check each type of plan information to be displayed in the supplier
capacity plan.
9. Choose the Transportation tab.
10. Check each type of plan information to be displayed in the capacity
plan.
11. Choose the Allocated ATP tab.
12. Check each type of information to be displayed in the allocated
ATP.
13. Choose the Other tab.
Supply/Demand details appear. The planner can select the following
based on requirements:
Release Phantoms: Enables the release of planned orders for the
phantoms.
Release Configurations: Enables the release of planned orders for
ATO items.
Firm Jobs: Enables the release of the Firm status when the planner
releases the work in process jobs.
Include Sales Orders: Enables the release of sales orders (loopback)
from the Planner Workbench.
Release VMI Items: Enables the release of those items from the
Planner Workbench that has the item attribute set to VMI items. This
check box is selected by default.
Job Status: When Planner Workbench creates discrete jobs from
planned orders, it assigns this status to the discrete jobs.
14. Enter a Job Status.
When the Planner Workbench creates discrete jobs from implemented
planned orders, it assigns the job status the planner entered in the
Preferences window.
15. Select a Job Class.
When the Planner Workbench creates discrete jobs from implemented
planned orders, it assigns the job class entered in the Preferences
window.
16. Select a Req Group.
When the Planner Workbench creates purchase requisitions from
implemented planned orders, it assigns the requisition load group
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entered in the Preferences window.
17. Under General, select either Plans or Queries in the Default Tab.
The planner may consider having the Queries tabbed pane as default if
they want a query to be executed automatically each time they open the
Planner Workbench. Planners can specify the query name in the Auto
Execute Query field. In addition, planners can specify a default plan
that needs to open when accessing the Planner Workbench.
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Step
31. Defining Planners Workbench Display Preferences (2 of 3)
View Recommendations for (Days from Today):
Specifies how many days of recommendations are viewable. Planner
Workbench calculates Days from Today using the supply Suggested
Order Date.
Note: Often defaults to a value of 1 usual cause for Planners
Workbench to either have very few planned orders visible, or be
entirely empty!
Category Set:
Specifies which Items are visible in the Planners Workbench based on
the assignment from the Source instance also a powerful method to
filter a workbench to only specific items a planner may want to review
for a particular plan run.
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Step
32. Defining Planners Workbench Display Preferences (3 of 3)
Retain Find criteria:
This is an option designed to ease or speed the use of the Planners
Workbench by retaining or remembering the select or exclude
criteria entered the first time a Planner enters a Find function.
While this is seemingly beneficial, practical experience has shown that
Planners seldom use only one set of Find criteria, for all the various
views they will typically invoke on the Planners Workbench.
A much more realistic daily planning routine would be for a Planner to
create multiple Queries, and to invoke those Queries for all desired
Select, Filter and Exclude criteria he or she may want.
It is strongly recommended that Logistics Chain Planners ensure that
this option is NOT enabled on their individual Workbench Preferences,
to preclude the possibility of inadvertently limiting their Workbench
views to a static, outdated set of Find criteria.
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Step
33. Customizing the Presentation of Data (Folder Views)
Defining Query Criteria for a Folder
To define query criteria for a folder:
1. Run a query, either by using the Find command or Query By
Example.
2. Save the query criteria by choosing Save As from the Folder menu.
3. Enter a name for the folder.
4. Select Always, Never, or Ask Each Time from the Autoquery option
group to define how frequently to perform the saved query.
5. Select the Open as Default check box to set this folder definition as
the default every time the planner navigates to this form.
6. Select the Public check box to allow other users to access the folder
definition. Selecting Public does not enable other users to modify the
folder.
7. Select the Include Query check box to include the query in the folder
definition. If the check box is not selected, only the folder layout is
saved.
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Step
34. Training Note regarding Folder functions in APS
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Step
35. Navigate to Folder Tools using the Tools menu toolbar
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Step
36. Launching the Folder Tools Sub-menu
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Step
37. Navigate to Folder Tools with 'Right Click'
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Step
38. Folder Tools Sub-Menu - Function Icons
Customizing the Layout of a Folder
Use the Folder menu or the Folder Tools window to customize the
folder layout. Some layout changes can be made using the mouse. For
example:
Change the width of a column by dragging the columns border.
Change the sequence of a column by dragging the columns heading
to a new position.
Change the name of a column by using the right mouse button on the
columns heading. A window prompt will display for a new name.
To access the Folder Tools window:
Select the Folder Tools toolbar icon, or choose Folder Tools from the
Folder menu.
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Step
39. Queries Tabbed Pane (Create of Maintain a Query)
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Step
40. Navigate the Queries Tabbed Pane Icons
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Step
41. Right-click Menu Options
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Step
42. Navigate Nodes in the Queries Tabbed Pane
The Queries tabbed pane consists of the following nodes:
Query Result: Planners can expand the Query Result node to view the
results of the unsaved queries.
Personal Queries: Planners can save query either as a Personal query
or a Public query. The query can be shared with others planners by
saving the query as a Public query. Planners can create and save
various types of queries such as items, resources, exception messages,
and suppliers within the Personal Queries node. For example, if a
planner wanted to create a personal query to filter items in a plan,
navigate to the Item type in the Personal Queries node, right-click and
select Create Query.
Public Queries: If a planner wanted to have exclusive ownership
rights to view, execute, and modify a query, then it is saved as a
Personal query. The Public Queries node comprises of Item, Resource,
Exception, and Supplier. Planners can create and save various types of
queries such as items, resources, exception messages, and suppliers
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within the Public Queries node. For example, if a planner wanted to
create a public query to filter exception messages associated with a
plan, navigate to the Exception type in the Public Queries node, right-
click and select Create Query.
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Step
43. Create a Query
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Step
44. Create Query window; Query Types
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Step
45. Query Type: Item Criteria
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Step
46. Query Type: Resource Criteria
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Step
47. Query Type: Exceptions Criteria
For detailed information about how to filter exception messages when
building queries, see the embedded (hyper-linked) document titled
Supply Chain Plan Exception Messages.doc and/or Understanding,
Diagnosing and Resolving Exceptions.pdf from the Course Concept
pane at the beginning of this training course.
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Step
48. Query Type: Suppliers Criteria
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Step
49. Query Type: Orders Criteria
To create a query
Planners can create queries for filtering items, resources, suppliers, and
exception messages associated with a plan in the Planner Workbench.
1. Click the Queries tab in the Planner Workbench. The Queries tabbed
pane appears.
2. Specify the name of the plan on which to run the query.
3. Right-click in the Queries tabbed pane to display the pop-up menu.
4. In the pop-up menu, select Create Query. Alternatively, planners can
click the Create Query icon at the bottom of the Queries tabbed pane to
create queries.
5. Specify a name for the query in the Query Name field.
6. Select a type of query from the Query Type drop-down menu to
specify the information to filter.
The various types of queries are Item, Resources, Exceptions, and
Suppliers. Planners can select Item to create queries that filter
information related to items. Similarly, Resources and Suppliers can be
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selected to create queries that filter information related to resources and
suppliers, respectively. For information about how to filter exception
messages.
7. Click Yes in the Public drop-down menu in case the planner wants
the query to be visible to other planners as a public query.
8. Specify the criteria in the Criteria box. For example, planners may
want to filter those items that need to be purchased. In this case, specify
Make or Buy, Equals, and Buy in the Criteria, Condition, and From
fields, respectively.
9. To retrieve all the records that meet any one of the criteria that a
planner specifies, select Match Any. However, if the planner wants to
retrieve only those records that meet all criteria, select Match All.
10. Select the check box preceding the criteria specifications for those
criteria specifications that planner wants to include as active. When
executing a query, the planning engine considers only the active criteria
as the basis for the search.
11. Click Save to save the query. Based on the selection, the planning
engine saves the query either as a Personal Query or a Public Query.
12. Click Execute to run the query. The planning engine filters and
displays the result based on the criteria the specified in the query.
If the planner wants to view the details of a specific filtered row, click
the row. When right-clicking the selected row, the available options
appear. The planner can select the required option from the drop-down
menu to navigate to context windows such as Exceptions window and
Horizontal Plan window.
If the planner wants to the view the Results window without the
Navigator, click the Collapse window sliding bar, which is the vertical
slider between the Navigator and the Results window.
Note: To execute a query for a particular plan, specify the name of the
plan in the Plan field.
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Step
50. View Results of a Query
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Step
51. View Query Details
To the view the Results window without the Navigator, click the
Collapse window sliding bar, which is the vertical slider between the
Navigator and the Results window.
Note: To execute a query for a particular plan, specify the name of the
plan in the Plan field.
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Step
52. Multi-select Items in Query Results Window
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301.02.02 - Demonstrated Procedures
IMPORTANT
The topics contained within this lesson are for demonstration purposes only and do not contain
practical applications or data sheets.
Scenario
Use GCSS-MC to look at items by NIIN, and order type. Review Actions and Work Exception messages in
the Planner Workbench, release planned orders, create a new Exception Set, set up Planner's Workbench,
create a Public Query, and add additional filter criteria in GCSS-MC.
Note: Due to the unique architecture of the Advanced Planning Suite (APS) in GCSS-MC, the application
cannot be installed in the deployed Mobile Training Suite environment. Consequently, all practical
application topics in this course are presented as Demonstrations, to be viewed only - they cannot be
exercised in the Mobile Training Suite
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301.02.02.01 - Reviewing IO Plan Output
Mission
You are the Logistics Chain Planner reviewing the IO Plan output in. Use the following criteria for your
review:
Look at the following items by NIIN: Bracket, mounting and Bag, Tools and Spares.
Look at the items by the following Order Type: Safety Stock Demands, Planned Orders and Forecast
orders.
Execution
Using the GCSS-MC Logistics Chain Planner responsibility, navigate to Inventory Optimization > Inventory
Plan > Workbench
1. Open the IO Plan.
2. Review & confirm the Workbench and Plan output.
3. Close the Workbench.
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Step
1. Double-click to select the Inventory Optimization list item to expand.
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Step
2. Double-click to select the Inventory Plan list item to expand.
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Step
3. Double-click to select the Workbench list item to select.
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Step
4. Click the plus (+) sign button beside the Plans tree item to expand.
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Step
5. Click the MR1_A (MR1_Group Class A) tree item to select.
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Step
6. Right-click the MR1_A (MR1_Group Class A) tree item to display a sub menu.
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Step
7. Point to the Supply and Demand menu to display the submenu.
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Step
8. Click the Supply and Demand command.
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Step
9. Click the Criteria LOV button.
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Step
10. Click on Item to select.
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11. Click the OK button.
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Step
12. Click the Condition drop down.
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13. Select the Among list item.
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14. Click the From box.
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Step
15. Click the Values box.
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Step
16. Type the desired NIIN information into the Values box. Type a valid value; e.g., "014140701".
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17. Press TAB.
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18. Type the desired NIIN information into the Values box. Type a valid value; e.g., "014804004".
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19. Press TAB.
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20. Click the OK button.
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21. Click the Criteria box.
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22. Click the Criteria LOV button.
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23. Click the Vertical Scrollbar to scroll down.
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24. Click on Order Type to select.
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25. Click the OK button.
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26. Click the Condition drop down button.
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27. Select the Among list item.
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28. Click the From box.
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29. Click the Values LOV button.
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30. Type the desired information into the Find box. Type a valid value; e.g., "Safety%".
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31. Click the Find button.
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32. Click the OK button.
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33. Click the Values LOV button.
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34. Type the desired information into the Find box. Type a valid value; e.g., "Plan%".
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35. Click the Find button.
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36. Click on Planned Order to select.
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37. Click the OK button.
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38. Click the Values LOV button.
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39. Type the desired information into the Find box. Type a valid value; e.g., "Fore%".
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40. Click the Find button.
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41. Click the OK button to select Forecast.
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42. Click the OK button.
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43. Click the Find button.
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44. Click the Sugg Due Date box to place the cursor into the field.
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45. Click the Folder menu.
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46. Click the Sort Data... command.
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47. Click the First field to sort LOV button.
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48. Type the desired information into the Find box. Type a valid value; e.g., "s".
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49. Click on Suggested Due Date to select.
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50. Click the OK button.
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51. Click the Order By drop down button.
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52. Select the Ascending list item.
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53. Click the OK button.
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54. Drag the pointer to the desired location to expand the form to view more fields.
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55. Release the mouse button.
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56. To view more data, click the Horizontal or Vertical Scrollbars.
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57. Click the Close (X) button.
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58. Click the Clear button.
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59. Click the Close (X) button.
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60. Click the Close (X) button and exit the application.
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301.02.02.02 - Viewing ASCP Plan and Exceptions
Mission
You are the Logistics Chain Planner opening and reviewing the Actions and Exception Messages in the
Planners Workbench for Past Due Sales Orders.
Execution
Using the GCSS-MC Logistics Chain Planner responsibility, navigate to Supply Chain Plan > Workbench
1. Navigate to the Planners Workbench.
2. View recommendations and Exception Messages.
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1. Click the GCSS-MC Logistics Chain Planning Administrator - APS link.
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2. Click the Workbench link.
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3. Click the ETB:MR1 cell to select the organization to view.
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4. Click the OK button.
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Step
5. Click the plus (+) sign button beside the Plans tree item to expand.
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Step
6. Click the View By drop down button. By default the view by is Action and needs to be
changed to Organizations.
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7. Select the Organizations list item.
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8. Click the plus (+) sign button beside the Plans tree item to expand.
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9. Click the plus (+) sign button beside the FUE_1 tree item to expand.
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10. Click the plus (+) sign button beside the A12 account tree item to expand.
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11. Click the Vertical Scrollbar to scroll down.
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12. Right-click item number 001425369. This will display the sub menu for selecting the
Horizontal Plan.
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13. Point to the Horizontal Plan menu.
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14. Click the Default command.
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15. Double-click the Horizontal Plan Title Bar to expand the window to see more information.
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16. After viewing the data for the item selected, click the Close (X) button.
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17. Click the View By drop down button to change the view to actions.
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18. Select the Actions list item.
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19. Click the plus (+) sign button before the Plans tree item.
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20. Click the FUE_1 (Sandbox Plan #1: Unconstrained) tree item.
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21. Click the plus (+) sign button beside the FUE_1 tree item to expand.
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22. Click the plus (+) sign button beside the Current tree item to expand.
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23. Click the Late Sales Orders and Forecasts tree item.
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24. Click the plus (+) sign button beside the Shortages and Excess tree item to expand the list and
view the options.
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25. Click the plus (+) sign button beside the Reschedules tree item to expand the list to view the
options.
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26. Click the Vertical Scrollbar to scroll down.
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27. Click the plus (+) sign button beside the Item Exceptions tree item to expand the list to view
the options.
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28. Click the Vertical Scrollbar to scroll down.
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29. Click the plus (+) sign button beside the Recommendations tree item to expand the list to
view.
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30. Click the plus (+) sign button beside the Past due sales orders tree item to expand the list to
view the options.
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31. Right-click the ETB:MR1 tree item to display the sub menu.
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32. Point to the Exceptions to display the sub menu.
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33. Click the Detail command.
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34. View the data displayed for the detail exceptions for ETB:MR1. Click the Close (X) button to
close the form.
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35. Click the Close (X) button.
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36. Click the OK button.
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301.02.02.03 - Releasing Planned Orders
Mission
You are the Logistics Chain Planner tasked with releasing Planned Orders for item 010331523.
Execution
The workbench is currently open.
1. Set the Planners Workbench Preferences.
2. Close the work bench.
3. Select the plan.
4. Save and release the plan.
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1. INFORMATION
GCSS-MC has been configured to NOT allow a Planner to release orders if the Planner's
Workbench Preferences have not been set and saved.
If the planner attempts to release without having completed the workbench preferences setup,
the planner will receive an error message. The following steps/frames will guide the planner
through a quick, basic Workbench Preference setup.
There is a full lesson on setting and saving Planners Workbench Preferences later in the course
as well.
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2. Click the OK button.
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3. Click the Tools menu.
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4. Click the Preferences menu item.
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5. Enter the desired information into the Preference Set name field. Enter a valid
value e.g. "TRNG_1".
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6. Enter the desired information into the Preference Set Description field. Enter a valid
value e.g. "Default Training Pref Set".
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7. Enter the desired information into the Days field. Enter a valid value e.g. "30".
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8. Press Tab.
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9. Enter the desired information into the Weeks field. Enter a valid value e.g. "4".
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10. Press Tab.
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11. Enter the desired information into the Periods field. Enter a valid value e.g. "4".
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12. Click the Show Graph drop down button.
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13. Click the No list item.
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14. INFORMATION
Assuming that all preference settings which have defaulted in the Supplies fields are correct -
no changes are required.
The next step/frame demonstrates how to navigate to the Demands preferences in the Material
Plan tab.
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15. Click the Supplies drop down button.
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16. Click the Demands list item.
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17. Click the Payback Demand checkbox option to deselect the option.
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18. Click the Other tab.
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19. Click the Release VMI Items checkbox option to deselect the option.
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20. Click the Show Operations and Resources checkbox option to deselect the option.
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21. Click in the Category Set field.
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22. Click the Category Set LOV button.
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23. Click the Vertical Scrollbar to scroll down.
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24. Click the XXMC_PLANNING list item.
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25. Click the OK button.
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26. Click in the View Recommendations for (Days from Today): field.
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27. Enter the desired information into the View Recommendations for (Days from Today): field.
Enter a valid value e.g. "30".
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28. Click the Retain find criteria checkbox option to deselect the option.
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29. Click the Save button.
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30. Click the Close (X) button.
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31. INFORMATION
Now that the preferences are set, the next steps demonstrate the Planner returning to the
workbench, and attempting the release process again - without having exited and re-entered the
Workbench.
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32. Click the Tools menu.
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33. Click the Plan menu.
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34. Click the Release menu item.
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35. INFORMATION
As shown in this step/frame - the release process fails.
GCSS-MC cannot recognize the new Planners Workbench Preferences without the Planner
exiting the Workbench completely, and then re-launching the workbench.
GCSS-MC uses the 'Start Workbench' process to look up and loads the Planners preferences -
so this start must be done after making and saving any changes to the Workbench Preferences.
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36. Click the OK button.
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37. Click the Close (X) button.
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38. Click the Clear button.
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39. Click the Close (X) button to close the Find Supply/Demand window.
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40. Click the Close (X) button to close the Navigator.
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41. Click the OK button.
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42. Double-click the Workbench list item to open the workbench.
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43. Click the plus sign (+) button before the Plans tree item.
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44. Click the FUE_1 (Sandbox Plan #1: Unconstrained) tree item.
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45. Right-click the FUE_1 (Sandbox Plan #1: Unconstrained) tree item to display the sub menu.
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46. Point to the Supply and Demand to display a sub menu.
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47. Click the Supply and Demand menu item.
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48. Enter the desired information into the Criteria field. Enter "order type".
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49. Press Tab.
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50. Enter the desired information into the Condition field. Enter a valid value e.g. "e".
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51. Press Tab.
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52. Enter the desired information into the From field. Enter a valid value e.g. "planned".
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53. Press Tab.
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54. Click the Planned order list item.
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55. Click the OK button.
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56. Enter the desired information into the Criteria field. Enter a valid value e.g. "cat".
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57. Press Tab.
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58. Enter the desired information into the Condition field. Enter a valid value e.g. "e".
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59. Press Tab.
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60. INFORMATION
Remember, in the previous steps/frames in this topic, Workbench Preferences were updated
and saved.
A key update made when setting the workbench preferences was the Category Set. Originally,
the workbench displayed using the 'RIC' Category Set - but was changed that to now display
using the 'XXMC_PLANNING' Category Set.
When entering the criteria in the Find now, remember to use the 'XXMC_CATEGORY'
needed. In this demonstration, Find all Planned Orders in the 'Y.Consumable' Category will be
displayed.
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61. Enter the desired information into the Category field. Enter a valid value e.g. "Y%".
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62. Press Enter.
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63. Click the OK button to select Y.CONSUMABLE.
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64. Press Enter.
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65. Click the Plan menu.
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66. Click the Release list item.
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67. Click the Close (X) button.
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68. Click the Clear button.
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69. Click the Close (X) button to close the Find Supply/Demand window.
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70. Click the Close (X) button to close the Navigator.
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71. Click the OK button.
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301.02.02.04 - Creating Exception Sets
Mission
You are the Logistics Chain Planner tasked with creating a new Exception Set called GCSS-MC_TR.
Execution
Using the Supply Chain Planner responsibility, navigate to Setup > Exception Set
1. Navigate to the Exception Set.
2. Create a new Exception Set in the Source instance.
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1. Click the Supply Chain Planner link.
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2. Click the Exception Set link.
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3. Click the MR1 MMR100 cell for the organization to be used.
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4. Click the OK button.
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5. Click in the Name field.
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6. Click the Find button on the toolbar. This will display a list of values to select from to select
for account MR1.
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7. Click the Vertical Scrollbar to scroll down.
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Step
8. INFORMATION
In this particular EBS environment, the MR1 Organization already has all required Exception
Sets defined.
For training purposes, the following steps/frames will demonstrate creating a new Exception
Set, using the options and parameters that would normally apply to the standard, pre-defined
Exception Set "GCSS-MC_A1".
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9. Click the Cancel button.
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10. Click in the Name field to enter a new Exception name for MR1.
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11. Enter the desired information into the Name field. Enter a valid value e.g. "GCSS-MC_TR".
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12. Press Tab to move to the next field. The following steps will show how to create a new
exception.
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13. Enter the desired information into the Excess Quantity field. Enter a valid value e.g. "100".
This will limit reporting of excess to situations in which supply exceeds demand by 100.
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14. Press Tab.
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15. Enter the desired information into the Repetitive Variance field. Enter a valid value e.g. "5".
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16. Press Tab.
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17. Enter the desired information into the Under-utilization field. Enter a valid value e.g. "5".
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18. Press Tab.
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19. Enter the desired information into the Over-utilization field. Enter a valid value e.g. "5".
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20. Press Tab.
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21. Enter the desired information into the User-Defined Time Fence (Days) field. Enter a valid
value e.g. "180". This will limit reporting of shortages to those situations in which the shortage
is within 180 days.
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22. Press Tab.
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23. Enter the desired information into the Setup Time field. Enter a valid value e.g. "5".
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24. Press Tab.
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25. Enter the desired information into the Utilization Change field. Enter a valid value e.g. "5".
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26. Press Tab.
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27. Click the Shortage Exceptions LOV button.
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28. Click on User-defined time fence to select. This will allow the planner to set shortage
exceptions as needed.
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29. Click the OK button.
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30. Click the Excess Exceptions LOV button.
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31. Click on User-defined time fence to select. This will allow the planner to set the excess
exceptions as needed.
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32. Click the OK button.
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33. Click the Resource Under-utilized Exceptions LOV button.
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34. Click on Do not report to select. This will keep the Resource Under-utilized from being
displayed.
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35. Click the OK button.
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36. Click the Resource Over-utilized Exceptions LOV button.
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37. Click on Do not report to select. This will prevent the Resource Over-utilized from being
displayed.
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38. Click the OK button.
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39. Click the Overpromised Exceptions LOV button.
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40. Click on User-defined time fence to select. This will allow the planner to set the exception as
needed.
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41. Click the OK button.
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42. Click the Repetitive Variance Exceptions LOV button.
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43. Click on Do not report to select This will prevent the Repetitive Variance from displaying.
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44. Click the OK button.
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45. Note: In this step we demonstrate use of GCSS-MC's 'Auto Fill' capability, to speed data entry.
In this list of values, there is only one list item which begins with the letter 'D'. By typing only
the letter 'D' into the field, and pressing the Tab key, we use Auto Fill to find all values that
begin with 'D'. As there is only one value beginning with 'D', that value is automatically filled
into the field.
Enter the desired information into the Setup Time Exceptions field. Enter a valid
value e.g. "D".
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46. Press Tab.
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47. Enter the desired information into the Utilization Change Exceptions field. Enter a valid
value e.g. "D".
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48. Press Tab.
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49. Click the Save button.
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50. Click the Close (X) button.
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301.02.02.05 - Setting Up ASCP Planners Workbench
Mission
You are the Logistics Chain Planner tasked with setting the Planner's Workbench Preferences called TRNG_1
with the description of Preference Set for Training.
Execution
The workbench is currently displayed.
Set the options and Preferences.
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1. Click the plus sign (+) button beside the Plans tree item to expand.
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2. Click the PSS_FUE_1 (PSS:Final User Eval_III MEF_1) tree item.
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3. Click the Tools menu.
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4. Click the Preferences menu.
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5. Click in the Preference Set field.
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6. Press Backspace to clear the field.
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7. Enter the desired information into the Preference Set field. Enter a valid
value e.g. "TRNG_1".
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8. Press Tab.
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9. Press Delete to clear the field.
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10. Enter the desired information into the Preference Set Description field. Enter a valid
value e.g. "Preference Set for Training".
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11. Click in the Days field.
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12. Enter the desired information into the Days field. Enter a valid value e.g. "30".
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13. Press Tab.
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14. Enter the desired information into the Weeks field. Enter a valid value e.g. "4".
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15. Press Tab.
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16. Enter the desired information into the Periods field. Enter a valid value e.g. "4".
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17. Click in the Display Factor field.
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18. Enter the desired information into the Display Factor field. Enter a valid value e.g. "1".
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19. Press Tab.
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20. Enter the desired information into the Decimal Places field. Enter a valid value e.g. "1".
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21. Press Tab.
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22. Click the Show Graph drop down button.
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23. Click the No list item.
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24. Click the Display Product Family Details checkbox option to deselect the option.
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25. Click the Work Orders checkbox option to select.
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26. Click the Purchase Orders checkbox option to select.
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27. Click the Requisitions checkbox option to select.
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28. Click the In transit checkbox option to select.
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29. Click the In receiving checkbox option to select.
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30. Click the Planned Orders checkbox option to select.
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31. Click the Beginning On Hand checkbox option to select.
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32. Click the Supplies dropdown button.
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33. Click the Demands list item.
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34. Click the Sales Orders checkbox option to select.
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35. Click the Forecast checkbox option to select.
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36. Click the Dependent Demand checkbox option to select.
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37. Click the Gross Requirements checkbox option to select.
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38. Click the Safety Stock checkbox option to select.
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39. Click the Other tab.
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40. Click the Show Dependant Demands checkbox option to select.
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41. Click in the Category Set field.
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42. Click the Category Set LOV button.
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43. Click the Vertical Scrollbar to scroll down.
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44. Click on XXMC_PLANNING to select.
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45. Click the OK button.
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46. Click in the View Recommendations for (Days from Today): field.
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47. Enter the desired information into the View Recommendations for (Days from Today): field.
Enter a valid value e.g. "30".
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48. Click the Block Zero Res. Requirements checkbox option to select.
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49. Click the Save button.
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50. Click the Close (X) button and exit the application.
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301.02.02.06 - Creating a Public / Private Query
Mission
You are the Logistics Chain Planner tasked with creating a Public Query with the name of Cat=Y.
Consumable and a description of Category Y. Consumable Items TRAINING.
As the Logistics Chain Planner run an existing query against an existing plan and view the results.
Execution
From the Navigator using the GCSS-MC Logistics Chain Planner responsibility to navigate to Supply Chain
Plan > Workbench
1. Navigate to the Planners Workbench.
2. Create a new Query.
3. Save it as 'Public' to be accessible by other Logistics Planners.
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1. Double-click the Advanced Supply Chain Planning list item to expand.
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2. Double-click the Supply Chain list item to expand.
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3. Click the Workbench list item to select.
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4. Click the Open button to open the workbench.
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5. Click the Queries tab.
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6. Click the Public Queries tree item.
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7. Click the Item tree item.
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8. Click the Create Query button.
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9. Enter the desired information into the Query Name field. Enter a valid
value e.g. "Cat=Y.Consumable".
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10. Press Tab.
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11. Enter the desired information into the Desc field. Enter a valid value e.g. "Category
Y.Consumable Items TRAINING".
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12. Click the Query Type drop down button.
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13. Click the Item list item.
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14. Click the Public drop down button.
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15. Click the Yes list item.
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16. Click in the Criteria field.
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17. Click the Criteria LOV button.
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18. Click on Category to select.
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19. Click the OK button.
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20. Click the Condition drop down button.
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21. Click the Equals list item.
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22. Click in the From field.
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23. Click the From LOV button.
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24. Click the OK button.
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25. Click on Y.CONSUMABLE to select.
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26. Click the OK button.
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27. Click the Save As button.
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28. Click the Ok button to accept the name and description displayed.
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29. Click the Close (X) button.
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Step
30. Click the minus sign (-) button beside the Public Queries tree item to collapse the tree and
refresh the list.
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31. Click the plus sign (+) button beside Public Queries tree item to expand.
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32. Click the plus sign (+) button before the Item tree item to expand.
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33. The new query item that was created is now displayed
Double-click the Cat_Y_Special (Category Y Special Trng Review Query) tree item to
open.
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34. Click the Execute button.
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35. Click the Plan Name LOV button.
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36. Click the OK button to run the query against the PSS_FUE_1 plan.
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37. INFORMATION
Note the results of the query are now displayed in a table.
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38. Click the Close (X) button and exit the application.
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301.02.02.07 - Maintaining a Public / Private Query
Mission
You are the Logistics Chain Planner tasked with adding additional filter criteria of Make or Buy = Buy to an
existing Query, save the changes and then run the query.
Execution
Using the GCSS-MC Logistics Chain Planner responsibility, navigate to Supply Chain Plan > Workbench
1. Navigate to the Planners Workbench.
2. Open an existing Public Query.
3. Change the Find/Filter criteria, save, execute and close.
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1. Click the GCSS-MC Logistics Chain Planner APS link.
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2. Click the Workbench link.
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3. Click on ENA:MR1 to select.
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4. Click the OK button.
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5. Click the Queries tab.
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6. Click the View By LOV button.
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7. Click the plus sign (+) button beside the Publish Queries: Item tree item to expand.
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8. Double-click on Cat=Y.Consumable (Category Y.Consumable Items TRAINING) tree
item to open the query.
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9. Click in the second row, Criteria field.
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10. Click the Criteria LOV button to add additional Criteria to the query.
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11. Click the Vertical Scrollbar to scroll down to the Make or Buy.
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12. Click on Make or Buy to select.
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13. Click the OK button.
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14. Click the Condition drop down button.
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15. Click the Equals list item to select.
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16. Click in the From field.
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17. Click the From LOV button.
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18. Click on Buy to select.
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19. Click the OK button.
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20. Click the Save button.
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21. Click the Execute button to run the query created against the PSS_FUE_1 plan.
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22. INFORMATION
Note the query results are displayed in a table.
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23. Click the Close (X) button and exit the application.
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301.03 - Course Summary
Topic Overview
This topic covers the summary of the course.
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1. Course Summary
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301.04 - Knowledge Assessment
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Question 1
Question
Stochastic Optimization consider factors to minimize and maximize (i.e.,
minimize plan cost while maximizing plan service level)
Response
A. True
B. False
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Question 2
Question
A Planner can release Planned orders from the Workbench without having
set the Workbench Preferences first
Response
A. True
B. False
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Question 3
Question
Exception messages can be displayed in
____________________________ table form.
Response
A. Gunny's preferred view
B. Details
C. OIC Action Sequence view
D. Summary
E. Detail or Summary view
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Question 4
Question
Exception sets are created and maintained in the
________________________ instance.
Response
A. Planning
B. APS
C. EBS
D. Discoverer
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Question 5
Question
The most commonly missed or incorrectly set value in the Planners
Workbench that would lock or freeze the search/find/filter ability
is______________.
Response
A. Show Item Description in Pegging
B. Expand All Actions
C. Retain find criteria
D. Default Plan
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Question 6
Question
Query may have only one Find or Filter criteria set and saved.
Response
A. True
B. False