ATP and Scheduling –
Gateway to DTP
Anir Bhattacharyya
th
Tuesday 11 Dec 12:30 PM
FUJITSU CONSULTING
Agenda
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FC and SCM (1 min)
APS Suite by Oracle – Architecture and Touch points (10 min)
ATP as a concept (10 Min)
Industry based ATP/CTP – Best Practices (10 min)
Types of ATP (10 min)
ATP and Scheduling (30 min)
Global Order Promising (15 min)
GOP and Scheduling (15 min)
Allocated ATP and Scheduling (20 min)
ATP and Drop Ship (10 min)
OM Scheduling with Transit times, regions and zones (10 min)
Client base for FC and Implementation Experience by FC (1 min)
Cases Studies (30 min) – Master Planning and Order Scheduling
12i ATP – New Features (10 min)
Conclusion (5 min)
Q & A (15 min)
APS Architecture
Data Collection
Oracle
Transaction
System
Data Collection
Demand
Planning
ASCP
Execute Suggestions
ATP
Planning
Output
Plan Def./History
Demand Plan
OLAP
Databa
se
ATP as a concept
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ATP stands for 'Available to Promise'. ATP is the quantity of current
on-hand stock, outstanding receipts and planned production that has not already
been committed, either through reservations or by placing demand.
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What Oracle has to provide?
ATP and ATP components flags determine the complexity of ATP inquiry.
The ATP flag indicates what kind of ATP check to performed to a particular item.
There are 4 levels namely:
1. None
2. Material Only
3. Material and Transportation resources
4. Transportation resources only.
The value of ATP components flag indicates what kind of ATP check user want to
perform at the component level. Possible choices are:
1. Material Only
2. Resources Only
3. Material and Resources
4. None
ATP as a concept - Continued
While scheduling a line which has the item whose ATP_CHECK flag = Y, the
system will:
1. Find a ship from location (using Sourcing Rules) for the item if the ship
from location is not already defaulted on the line.
2. Check the availability of the item from that warehouse. If available,
return that warehouse. If not, find another warehouse using the Sourcing
Rules. Continue this until you find a warehouse or till no more sourcing
rules exists
3. If the item is not available on the request date, or within the acceptable
range, the system will error out and display a message to indicate that the
date could not be met.
While scheduling a line which has the item whose ATP_CHECK flag = N, the
system will:
1. Find a ship from location if the ship from location is not already defaulted
on the line.
2. Copy the request date into the field of schedule date without any ATP CHECK.
For ATP = N items, the item is always considered to be available. The user will
get back a message ATP not applicable and the Available date will be the Request
Date and the Available Quantity will be the ordered quantity.
ATP as a concept – Continued
Set ups involved in general for ATP to work:
1.
2.
3.
4.
Profiles
OM Setups
INV Set ups
ASCP Set ups
Industry Based ATP
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CPG
Steel
Hi Tech/Semi Conductor
Types of ATP and its concepts
1.
What types of GOP/ATP can be performed with:
a.
ODS data (no ASCP Plan) which uses the profile setting: INV:
Capable to Promise = ATP Based on Collected Data?
b.
PDS data (generated by an ASCP Plan) which uses the profile
setting: INV:Capable to Promise = ATP/CTP Based on Planning Data?
2.
Where can I do the different types of GOP/ATP checks?
Types of ATP - Continued
The table below indicates which types of ATP can be performed with ODS and PDS data
Note: When PDS data is used, BUT no Planning Data is found for an item, then ATP automatically
reverts to the ODS data to provide an answer.
This usually means that the EITHER the Plan was NOT run using the Plan Option - Planned Items = All Planned Items;
OR the item was not setup correctly.
Therefore, the types of ATP answer that is produced is based on the capabilities of ODS data, not PDS data.
ODS
PDS
Basic ATP
X
X
Single Level Supply Chain ATP
X
X
Product Family ATP
X
X
Demand Class ATP
X
X
Single Level/Single Org – ATO and PTO configuration ATP
X
X
ODS = Operational Data Store (Collected Data)
PDS = Planning Data Store (Planning Data)
Multi-Level Supply Chain ATP
X
Allocated ATP
X
Multi-Level/Multi-Org - ATO and PTO configuration ATP
X
CTP (Capable to Promise) and CTD (Capable to Deliver)
X
Types of ATP Continued
The table below indicates where a particular type of ATP check
can be performed by module.
iStore
OM ASCP
Basic ATP
X
X
X
Single Level Supply Chain ATP
X
X
X
Product Level ATP
X
X
Demand Class ATP
X
X
Single Level/Single Org ATO and PTO Configuration ATP
X
X
X
Multi Level Supply Chain ATP
X
X
X
X
X
Allocated ATP
Multi Level/Multi Org ATO and PTO Configuration ATP
X
X
X
CTP (Capable to Promise) and CTD (Capable to Deliver)
?
X
X
ATP and Scheduling
❑
❑
❑
❑
Allocated ATP
Capable to Promise
Capable to Deliver
End Item Substitution
ATP and Scheduling
❑
Enhanced ATP Capabilities
❑
❑
❑
❑
❑
Single Level Supply Chain ATP – also uses sourcing rules and in-transit
lead times
Demand Class ATP – using a separate MPS for each Demand Class
Product Family ATP – using Product Family Supply in MPS
ATP Inquiry at Order Header Level
Override ATP feature
❑
❑
❑
❑
Profile Option that can be set at Site, Responsibility and User levels
Flag on Sales Order Line
Generates over-committed exception in ASCP
Profile Option to trigger notification to Planner
ATP and Scheduling
❑
Global Order Promising
❑
❑
❑
❑
Sourcing Rules between Customer Ship To’s/ Regions and Shipping
Organizations, to default Shipping Org onto the Sales Order
Uses in-transit lead times for different shipping methods between Customer
Zones/Regions and Internal Locations to determine availability from required
arrival date
End Item Substitution, if primary item not available
Automatic Rescheduling in 11.5.10
❑
❑
❑
Shipping Organization, Scheduled Ship/Arrival Date and Shipping Method can
change upon running ASCP Plan
Need to have every warehouse as Shipping Organization
Have Option to freeze Shipping Organization on Sales Order
Global ATP
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Global ATP during Scheduling
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While auto-scheduling or manual scheduling, Warehouse or Shipping
Org defaults automatically on Sales Order line depending on
preferences for the region/ customer site and availability
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Other possible sources of supply are displayed – could be alternate
shipping orgs or alternate shipping methods
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No more entering of Warehouse or Shipping Org on Sales Order line
Global ATP during ATP Inquiry
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While performing ATP Inquiry, Warehouse or Shipping Org defaults
automatically depending on preferences for the customer site/ region
and availability
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Other possible sources of supply are displayed – could be alternate
shipping orgs or alternate shipping methods
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Global Order Promising – Allocated ATP
Allocated ATP
❑
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❑
❑
Define hierarchies for allocation using one of 2 hierarchy types
❑
Demand Class – 1 Level
❑
Customer Class – 3 Level
Define one of 2 methods to allocate supply to members of hierarchies
❑
User Defined Allocation Percentages at each level of hierarchy; time-phased
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Demand Priority on Sales Order and MDS entries
Assign allocation rules (containing hierarchies with user defined
percentages) to Items or Item Categories at Organization or Global level
Allocation Stealing and Forward Scheduling
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Define priorities between members at each level of a allocation hierarchy
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Steal from Lower Priority Customer or Sales Channel to meet Requested Ship Date
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If still not available, does CTP to meet Requested Ship Date
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If still not available, looks at nearest Scheduled Receipt or Production or nearest CTP Date
possible (better date out of these 2 methods)
Allocation
Demand
Planning
Data Collection
Oracle
Transaction
System
Data Collection
ASCP
Execute Suggestions
Allocated ATP
Plan Def./History
Demand Plan
ATP
OLAP
Databa
se
Planning
Output
Allocation
Rules
Global Order Promising –Allocated ATP
❑
Allocated ATP (contd.)
❑
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Profile Option for initiating Workflow Notification to item planner, sales rep
and customer contact, on stealing supply
Allocation Workbench to view allocations
Diagnostic ATP
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Shows constraints encountered in the ATP process
ATP for Drop ship orders
■ Sources of Supply (Drop Ship) for Sales Orders
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External Sources or Vendors – Contract Mfrs, Non Consignment
ODMs
■ Challenges addressed with ATP from external sources
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Scheduling not possible with Oracle Vendor Drop Ship Sales
Orders
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ATP requires an Organization for Supply and Demand
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Cannot use any of the internal sources to include the supply and
demand related to external sources – distorts the ATP of the
internal sources
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Need for separate organization or organizations for external
sources
ATP with OM Integration
❑ Use Schedule Limits for some customers
❑ For defining date range tolerance for scheduling a sales order line
❑ Set Earliest Schedule Limit and Latest Schedule Limit at Customer
Header and/or Customer Site
❑ These dates translate to Earliest Acceptable Date and Latest
Acceptable Date on Sales Order Lines; they can be overridden
❑ Remove these dates from the customer dates customization and capture them in the
sales order line
❑ Option at OU level to honor or not honor the Latest Acceptable Date
❑ Recommendation for AMR – set system to honor the latest acceptable
limit, due to presence of penalties by Retail customers
❑ For other regions, there is no real need to use this feature
ATP with OM Scheduling
■ Use Scheduling on Arrival Date for some customers
■ In transit Lead-time from Warehouses or Shipping Orgs to Zones, Regions or
Customer Sites
■ Request Date Type set as ‘Arrival’ in Customer Header and/ or Customer Site
■ Requested Date becomes ‘Requested Arrival Date’
■ Promised Date becomes ‘Promised Arrival Date’
■ 2 Schedule Date fields
➢ Scheduled Ship Date
➢ Scheduled Arrival Date
■ Recommended for Retail Customer/ Customer Sites in AMR where Customer
Dates customization is being used
Scheduling and ATP - Example
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Live Example from Welch’s – Case Study
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Live Example from Charter Steel – Case Study
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Live Example from Allegro Microsystems – Case Study
Oracle Advancing Planning does not understand CO (changeovers) based
on Flavors and size while generating planned supplies for a plantWelch’s
- The Problem :
Warehouse. This feature will come as standard on in Release 12.Extremely
Oracle
understand
CO (changeovers)
based
hard Advancing
to track thePlanning
clean up does
downnot
time
from Resource
Planning piece
of on Flavors and
size
while generating planned supplies for a plant-Warehouse. This feature will come as
ASCP.
standard on in Release 12.Extremely hard to track the clean up down time from Resource
Planning piece of ASCP.
The Solution : Leverage Scheduler Workbench and Sequence Class Dependency to
achieve the goal
Define
Demand
generation
Modules
Firm
Production
Scheduling
Line Downtime
Already
recorded
For clean up
Based on size
and
flavor
OPM
Resource
Definition
Capacity
Throughput
Definition
Via
Recipe
ASCP
Generates
Planned
Supplies
Based on
Demand
Due Dates
Without
Respecting
flavors
And
Sizes
Around the
Downtimes
Seque
nce
Class
Production
Scheduling
Ready
OPM
Sched
uler
Workb
ench
Allegro – Semi conductor Flow
Define
Responsibilities
Based on roles
And
Hold Sources
Automatic
Removal
Of Holds
For
Scheduler
Schedule
The lines
Using a
Methodology*
Assign
Responsibility
To CSR
And Schedulers
Scheduler
Has access to
Order
Scheduling
For CSR
Define a new OM
Template
Where SSD
Will be grayed out
Line goes on
Hold
No scheduling
For Scheduler
Define a new
Template
Where SSD is
Not grayed
out
Order Entry
By CSR
R12 ATP Feature
FC and SCM
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FC has its own Oracle Practice
Heavy focus on SCM Practice
Best Practice using MACROSCOPE/D3 Methodology
Have successfully completed over 200 11i implementation/upgrade project
engagements
Have successfully completed over 150 engagements utilizing Fujitsu
Consulting’s global delivery model (offshore)
Certified Oracle Accelerators Implementation Partner
290+ US-based Oracle Application specialists; 270+ specialists in our Offshore
Development Facilities
Oracle App 2006 revenue – $74 Million
Winner of Oracle Titan Award for Integration and SOA Solution (2006)
Honored by Titan Award Group for Welch’s Implementation (2007)