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ICON-SCP 11.0 User Guide Document Version: 11.0.4 Publishing Date: 12/10/2012 © 2012 by icon-scm www.icon-scm.com

ICON-SCP 11.0

User Guide

Document Version: 11.0.4

Publishing Date: 12/10/2012

© 2012 by icon-scm

www.icon-scm.com

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide Confidential This document contains confidential information. The receiver of this document is

Confidential

This document contains confidential information. The receiver of this document is

Information

obligated to prevent copying, disclosure or distribution of the material to any person not directly concerned with the matter the information was supplied for by icon- scm. Exceptions must be authorized by icon-scm in writing.

Copyright

© 2012 by icon-scm. All rights reserved.

Contact

icon-scm

Information

Headquarters and International

An der Raumfabrik 31a

76227 Karlsruhe, Germany

Tel.: +49 721 79008 0

North America

224 Airport Pkwy, Suite #500

San Jose, CA 95110, USA

Tel.: +1 408 899 7600

ICON-SCP 11.0 User Guide

Table of Contents

ICON-SCP 11.0 User Guide Table of Contents ICON-SCP 11.0 i Preface xxi About This Document xxi

ICON-SCP 11.0

i

Preface

xxi

About This Document

xxi

Who Should Use This Document

xxi

Documentation Organization

xxi

What Is New in This Document

xxii

Related Documentation

xxiii

Notation/Typographic Convention

xxiv

1 Introduction

1

1.1 General Purpose of ICON-SCP

1

1.2 Example Business Processes

2

1.2.1 Allocation Planning

2

1.2.2 Visibility in Supply Networks

2

1.2.3 Capable to

Promise

2

1.3 The

icon-scm

Process

2

1.4 The Use Case Model

4

1.4.1 Supply

Chain

Library

4

1.4.2 Supply

Chain

Network

4

2 Master Data

6

2.1

Planning Horizon and Business Calendar

7

2.1.1 Overview

7

2.1.2 Planning Horizon

7

2.1.3 Business Calendar

10

2.1.4 Modeling Planning Horizon and Business Calendar

14

2.2

Working Calendars

26

2.2.1 Overview

26

2.2.2 Calendar Workbench

26

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide 2.2.3 Calendar Setup 30 2.2.4 Modeling Working Calendars 30 2.3 Depots 32

2.2.3 Calendar Setup

30

2.2.4 Modeling Working Calendars

30

2.3

Depots

32

2.3.1 Overview

32

2.3.2 Depot Setup

32

2.3.3 Depot Family

34

2.3.4 Modeling Depots

35

2.4

Channels

37

2.4.1 Overview

37

2.4.2 Customer Setup

37

2.4.3 Channel Workbench

38

2.4.4 Channel Mapping

40

2.4.5 Modeling Channels

42

2.5

Parts

47

2.5.1 Overview

47

2.5.2 Part Workbench

47

2.5.3 Part Setup

49

2.5.4 Part-Depot Setup

51

2.5.5 Part Family Setup

53

2.5.6 Part Lock

56

2.5.7 Modeling Parts

58

2.6

Suppliers

60

2.6.1 Overview

60

2.6.2 Supplier Setup

60

2.6.3 Modeling Suppliers

61

2.7

Processes

62

2.7.1 Overview

62

2.7.2 Process Setup

71

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide 2.7.3 Process Share 74 2.7.4 Modeling Processes and Process Shares 78 2.8

2.7.3 Process Share

74

2.7.4 Modeling Processes and Process Shares

78

2.8

Bill of Materials / Material Usage

91

2.8.1 Overview

91

2.8.2 Bill of Materials

94

2.8.3 Multi-level BOM

97

2.8.4 Modeling Bill of Materials

101

2.9

Inventory Channels / Target Inventory

106

2.9.1 Overview

106

2.9.2 Target Inventory

107

2.9.3 Modeling Target Inventory

109

2.10

Capacities

113

2.10.1 Overview

113

2.10.2 Capacity Workbench

114

2.10.3 Capacity Setup

116

2.10.4 Capacity Profile

119

2.10.5 Capacity Adjustment

120

2.10.6 Capacity Family

121

2.10.7 Modeling Capacities

122

2.11

Capacity Family Bill of Capacity

126

2.11.1 Overview

126

2.11.2 Bill of Capacities

127

2.11.3 Modeling Bill of Capacity

128

2.12

Cost and Price Model

129

2.12.1 Overview

129

2.12.2 Sales Price Calculation

129

2.12.3 Costs Calculation

132

2.12.4 Modeling Costs

137

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide 3 Transactional Data   145 3.1 Independent Demand 145 3.1.1 Independent vs.

3 Transactional Data

 

145

3.1

Independent Demand

145

3.1.1 Independent vs. Dependent Demand

145

3.1.2 Gross and Net Demand

146

3.1.3 Customer Orders

 

146

3.1.4 Shippable Forecast

151

3.1.5 Additional Demand

153

3.1.6 Inventory Reservations

155

3.2

Supply

157

3.2.1 Stock on Hand / Inventory

157

3.2.2 Inter Warehouse Transfer

159

3.2.3 Purchase Order

 

161

3.2.4 Work Orders

163

3.2.5 Firm Planned Order

166

3.2.6 Firm Supply

168

3.3

External Commits

175

3.3.1 Save Material Commit

 

177

3.3.2 Load Material Commit

181

3.3.3 Save

Capacity

Commit

185

3.3.4 Load Capacity Commit

190

4 Demand Pre-Processing

 

194

4.1 FC Type

194

4.2 Forecast

195

4.3 Bucket to Date

196

4.3.1

Parameter

198

4.4 FC Netting Overview

198

4.5 Demand Pre-Processing Steps

200

4.5.1

Forecast Netting

 

202

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide   4.5.2 Forecast Classification 216 4.5.3 Forecast Allocation 219 4.5.4
 

4.5.2 Forecast Classification

216

4.5.3 Forecast Allocation

219

4.5.4 Forecast Slicer

223

4.5.5 Create Shippable Forecast

227

4.6

Primary Demand

229

5

Planning Triggers and Planning Steps

232

 

5.1

Planning Steps Overview

233

5.2

Create Primary Demand

234

5.2.1 Overview

234

5.2.2 Input

234

5.2.3 Logic

236

5.2.4 Output

242

5.3

Priority Manager

242

5.3.1 Overview

242

5.3.2 Input

244

5.3.3 Logic

244

5.3.4 Output

252

5.4

Adjust Primary Demand

252

5.4.1 Overview

252

5.4.2 Input

252

5.4.3 Logic

253

5.4.4 Output

254

5.5

Create Firm Supply

254

5.5.1 Overview

254

5.5.2 Input

254

5.5.3 Logic

256

5.5.4 Output

257

5.6

Constraint-Based Planning

257

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide 5.6.1 Overview 257   5.6.2 Input 259 5.6.3 Logic 262 5.6.4 Output

5.6.1 Overview

257

 

5.6.2 Input

259

5.6.3 Logic

262

5.6.4 Output

281

5.6.5 Modeling

282

5.7

Material Requirements Planning

295

5.7.1 Overview

295

 

5.7.2 Input

296

5.7.3 Logic

297

5.7.4 Output

297

5.8

Create Pegging

297

5.8.1 Overview

297

 

5.8.2 Input

298

5.8.3 Logic

298

5.8.4 Output

300

5.9

Reallocation

301

5.9.1 Overview

301

 

5.9.2 Input

301

5.9.3 Logic

303

5.9.4 Output

307

5.10

Calculate Release Status

307

5.10.1 Overview

307

5.10.2 Input

307

5.10.3 Logic

310

5.10.4 Output

314

5.11

Shortage Analysis

314

5.11.1 Overview

314

5.11.2 Input

314

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide   5.11.3 Logic 315 5.11.4 Output 317 5.12 Forecast Commit 317 5.12.1
 

5.11.3 Logic

315

5.11.4 Output

317

5.12

Forecast Commit

317

5.12.1 Overview

317

5.12.2 Input

318

5.12.3 Logic

319

5.12.4 Output

319

6

User Interface

320

6.1

ICON-SCP Installation and Access

320

6.1.1 Installing ICON-SCP

320

6.1.2 Starting ICON-SCP

321

6.1.3 Logging into ICON-SCP

322

6.1.4 Closing ICON-SCP

325

6.2

Elements of the ICON-SCP Screen

325

6.2.1 User Profile

325

6.2.2 Menu Bar

326

6.2.3 TDI Toolbar

327

6.2.4 Status Bar

328

6.2.5 TDI Tab

329

6.2.6 TDI Treeview

330

6.2.7 Theme

330

6.2.8 Undock and Split Screens

332

6.2.9 Search, Retrieve, and Filter

335

6.2.10 Query Mode

339

6.2.11 Query Builder

342

6.2.12 Filter Dialog

344

6.2.13 Stored Queries, Filters, and Sorts

345

6.3

Maintaining and Editing Data

347

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide 6.3.1 Inserting New Data Rows 347 6.3.2 Deleting Data Rows 349 6.3.3

6.3.1 Inserting New Data Rows

347

6.3.2 Deleting Data Rows

349

6.3.3 Discard Row

350

6.3.4 Set Null Value

350

6.3.5 Resetting a Value

350

6.3.6 Filling a Column

350

6.3.7 Enhanced User Input

351

6.3.8 Batch Updates

352

6.3.9 Saving Changes

353

6.3.10 Discard Changes

354

6.4

Using ICON-SCP Data Outside of the Application

354

6.4.1 File Formats

354

6.4.2 Copying All Data

357

6.4.3 Pasting All Data

358

6.4.4 Loading Data from a File

358

6.4.5 Import File Dialog Box

359

6.5

Further Tools

359

6.5.1 Pivot Table

360

6.5.2 Using the Calculator

362

6.5.3 Getting Information about an Open Window

363

6.5.4 Searching and Replacing Data with the Find Tool

365

6.5.5 Auto Fit Column

366

6.5.6 Using the Print Preview

367

6.5.7 Using the Online Help System

368

6.6

Admin Tools (SysAdmin)

369

6.6.1 Parameter

369

6.6.2 User Authorization

373

6.6.3 Menu Configuration

375

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide   6.6.4 Report Repository 381 6.6.5 Command Wizard 401 6.6.6 Report Wizard
 

6.6.4 Report Repository

381

6.6.5 Command Wizard

401

6.6.6 Report Wizard

404

6.6.7 Navigation Wizard

415

6.6.8 Server Admin

419

6.6.9 Business Calendar

420

6.6.10 Planning Grid

420

6.6.11 Statistics

420

6.6.12 Inbound Interface Status

425

6.6.13 Outbound Interface Status

426

6.6.14 Translations

427

6.6.15 Log Table

430

6.6.16 Subscreen Customizing

431

6.6.17 Access Security Settings

450

6.6.18 Drop-down Access

452

6.6.19 Ticker Setup

453

6.6.20 Web Executor

453

6.6.21 External Dropdowns

454

6.7

Miscellaneous

455

6.7.1 Client Retrieval Limits

455

6.7.2 Reconnect

455

6.7.3 Configured Business Processes / Named Services

456

7

Demand Reports

457

 

7.1

Management Dashboard

458

7.1.1 Retrieving Data

460

7.1.2 Report Results

461

7.1.3 Report

Analysis

461

7.2

Lateness Prio Map

462

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide 7.2.1 Retrieving Data 464 7.2.2 Report Results 465 7.2.3 Report Analysis 466

7.2.1 Retrieving Data

464

7.2.2 Report Results

465

7.2.3 Report

Analysis

466

7.3

Demand Commit

467

7.3.1 Retrieving Data

468

7.3.2 Report Results

471

7.3.3 Report

Analysis

471

7.4

Ack Date Report

472

7.4.1 Retrieving Data

473

7.4.2 Report Results

475

7.4.3 Report

Analysis

477

7.5

Delivery Plan

478

7.5.1 Retrieving Data

478

7.5.2 Report Results

479

7.5.3 Report

Analysis

481

7.6

Delivery Workbench

482

7.6.1

Graphical Pegging Report

483

7.7

Top Down Pegging Report

486

7.7.1 Retrieving Data

486

7.7.2 Report Results

487

7.7.3 Report

Analysis

488

7.8

Push Short Alert Report

489

7.8.1 Retrieving Data

490

7.8.2 Report Results

491

7.8.3 Report

Analysis

494

7.9

Demand Bottom Up Pegging

494

7.9.1 Retrieving Data

495

7.9.2 Report Results

496

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide   7.9.3 Report Analysis 497   7.10 Demand Report 498 7.10.1
 

7.9.3

Report Analysis

497

 

7.10

Demand Report

498

7.10.1 Retrieving Data

498

7.10.2 Report Results

499

7.11

Demand Flow Report

499

7.11.1 Retrieving Data

500

7.11.2 Report Results

500

7.11.3 Report Analysis

501

7.12

Pegging Report

502

7.12.1 Retrieving Data

502

7.12.2 Report Results

503

7.13

Pick List Report

504

7.13.1 Retrieving Data

505

7.13.2 Report Results

505

7.14

Locked Order

506

7.14.1 Retrieving Data

507

7.14.2 Report Results

508

7.14.3 Report Analysis

510

8

Supply Reports

512

 

8.1

Replenishment Report

513

8.1.1 Retrieving Data

514

8.1.2 Report Results

516

8.1.3 Report

Analysis

519

8.2

Replenishment Proposals

519

8.2.1 Retrieving Data

520

8.2.2 Report Results

520

8.2.3 Report

Analysis

522

8.3

Replenishment WO Detail

523

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide 8.3.1 Retrieving Data 523 8.3.2 Report Results 524 8.3.3 Report Analysis 525

8.3.1 Retrieving Data

523

8.3.2 Report Results

524

8.3.3 Report

Analysis

525

8.4

Process Replenishment Plan

526

8.4.1 Retrieving Data

527

8.4.2 Report Results

528

8.4.3 Report

Analysis

529

8.5

Graphical Inventory Report

529

8.5.1 Retrieving Data

530

8.5.2 Report Results

530

8.5.3 Report

Analysis

531

8.6

Supply Workbench

533

8.6.1

Report Analysis

534

8.7

Supply Bottom Up Pegging Report

534

8.7.1 Retrieving Data

535

8.7.2 Report Results

536

8.7.3 Report

Analysis

537

8.8

Supply Report

538

8.8.1 Retrieving Data

538

8.8.2 Report Results

539

8.9

WOP Detail Report

540

8.9.1 Retrieving Data

541

8.9.2 Report Results

541

8.9.3 Report

Analysis

542

8.10

Requirement Report

545

8.10.1 Retrieving Data

545

8.10.2 Report Results

546

8.11

PO Proposal

546

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide 8.11.1 Retrieving Data 547 8.11.2 Report Results 548 8.11.3 Report Analysis 549

8.11.1 Retrieving Data

547

8.11.2 Report Results

548

8.11.3 Report Analysis

549

8.12

IWT Proposal

550

8.12.1 Retrieving Data

551

8.12.2 Report Results

552

8.12.3 Report Analysis

553

8.13

WO Proposal

554

8.13.1 Retrieving Data

555

8.13.2 Report Results

556

8.13.3 Report Analysis

557

8.14

Change Order Proposal

558

8.14.1 Change Order Proposals Calculation

560

8.14.2 Order Actions

561

8.14.3 Retrieving Data

562

8.14.4 Report Results

563

8.14.5 Report Analysis

564

8.15

Shortage/Excess Report

565

8.15.1 Retrieving Data

566

8.15.2 Report Results

569

8.15.3 Report Analysis

572

8.16

Backlog FGI Report

575

8.16.1 Retrieving Data

575

8.16.2 Report Results

576

8.16.3 Report Analysis

578

8.17

Memo Report

578

8.17.1 Retrieving Data

579

8.17.2 Report Results

579

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide   8.17.3 Report Analysis 580 8.17.4 Memo Escalation Level 580 8.18 Capacity
 

8.17.3 Report Analysis

580

8.17.4 Memo Escalation Level

580

8.18

Capacity Requirements

580

8.18.1 Retrieving Data

581

8.18.2 Report Results

583

8.18.3 Report Analysis

585

8.19

Capacity Utilization

586

8.19.1 Retrieving Data

587

8.19.2 Report Results

588

8.19.3 Report Analysis

589

8.20

Consumption Report

590

8.20.1 Retrieving Data

590

8.20.2 Report Results

590

9

Scenario Management

592

 

9.1

Scenario Management Overview

593

9.1.1 The Scenario Concept

593

9.1.2 Scenario Management Cycle

594

9.2

Manage Scenarios

595

9.2.1 Create Scenario

597

9.2.2 Delete Scenario

599

9.2.3 Rename Scenario

599

9.2.4 Activate Scenario

600

9.2.5 Deactivate Scenario

600

9.3 Switch Scenarios

601

9.4 Scenario Access

602

9.5 Compare Scenarios

603

9.5.1 Comparison Reports

603

9.5.2 Compare Scenarios with Scorecards

604

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide 9.6 Replay Action Log 605 9.6.1 Replay Action Example 606 9.7 Scorecard

9.6

Replay Action Log

605

9.6.1

Replay Action Example

606

9.7

Scorecard Management Overview

607

9.7.1 Key Performance Indicators (KPI’s)

607

9.7.2 Scorecard Management Cycle

608

9.8

Manage Scorecards

608

9.8.1 Manage Scorecards - General View

609

9.8.2 Manage Scorecards - Detail View

612

9.9

View Scorecard

618

9.9.1 Tabular View

 

618

9.9.2 Graphical View

620

10

Screens

623

10.1 Ack Date Report

 

623

10.2 Additional Demand

624

10.3 Adjust Primary Demand

624

10.4 Backlog FGI Report

624

10.5 Bill of Capacities

 

625

10.6 Bill

of

Materials

626

10.7 Bucket to Date

626

10.8 Business Calendar

627

10.9 Calculate Release Status

627

10.10 Calendar Workbench

627

10.11 Calendar Setup

 

628

10.12 Capacity Workbench

628

10.13 Capacity Adjustment

629

10.14 Capacity Commit

 

630

10.15 Capacity Family

631

10.16 Capacity

Profile

631

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide 10.17 Capacity Requirements 632 10.18 Capacity Setup 632 10.19 Capacity Utilization

10.17 Capacity Requirements

632

10.18 Capacity Setup

632

10.19 Capacity Utilization

633

10.20 Change Order Proposal

633

10.21 Channel Mapping

634

10.22 Channel Workbench

634

10.23 Commit Type

635

10.24 Constraint Based Planning

635

10.25 Consumption Report

636

10.26 Create Pegging

637

10.27 Create Firm Supply

637

10.28 Create

Primary Demand

638

10.29 Create

SFC

639

10.30 Customer Order

640

10.31 Customer Setup

640

10.32 Delivery Plan

641

10.33 Delivery Workbench

641

10.34 Demand Bottom Up Pegging

642

10.35 Demand Commit

643

10.36 Demand Flow Report

643

10.37 Demand Report

644

10.38 Depot Setup

645

10.39 Depot Family

645

10.40 Family Setup

645

10.41 FC

Netting Overview

646

10.42 FC Type

646

10.43 Firm Planned Order

647

10.44 Firm Supply

647

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide 10.45 Forecast 648 10.46 Forecast Allocation 649 10.47 Forecast Classification

10.45 Forecast

648

10.46 Forecast Allocation

649

10.47 Forecast Classification

649

10.48 Forecast

Commit

650

10.49 Forecast Netting

651

10.50 Graphical Inventory Report

652

10.51 Inventory

652

10.52 Inventory Reservation

653

10.53 Inter Warehouse Transfer

654

10.54 IWT Proposal

654

10.55 Lateness Prio Map

655

10.56 Load Capacity Commit

656

10.57 Load Material Commit

656

10.58 Locked Order

656

10.59 Manage Scenarios

657

10.60 Manage Scorecards

657

10.61 Management Dashboard Report

658

10.62 Material Attribute

659

10.63 Material Commit

660

10.64 Material Environment

660

10.65 Material Requirements Planning

662

10.66 Memo

Escalation Level

662

10.67 Memo

Report

662

10.68 Multi-Level BoM

663

10.69 NP Code Mapping

663

10.70 Order Lock

664

10.71 Part Lock

664

10.72 Part-Depot Setup

664

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide 10.73 Part Setup   665 10.74 Part Workbench 666 10.75 Pegging Report

10.73 Part Setup

 

665

10.74 Part Workbench

666

10.75 Pegging Report

667

10.76 Pick List

Report

668

10.77 Planning

Grid

669

10.78 Planning Horizon

 

669

10.79 PO Proposal

670

10.80 Primary Demand

670

10.81 Priority Manager

671

10.82 Priority

Mapping

671

10.83 Process Replenishment Plan

672

10.84 Process

Setup

672

10.85 Process

Share

672

10.86 Purchase Order

 

673

10.87 Push Short Alert Report

674

10.88 Reallocation

 

674

10.89 Replay Action Log

675

10.90 Replenishment Proposals

676

10.91 Replenishment Report

 

677

10.92 Replenishment

WO Detail

677

10.93 Requirement Report

677

10.94 Save

Capacity Commit

678

10.95 Save Material Commit

678

10.96 Shippable Forecast

679

10.97 Shortage Analysis

680

10.98 Shortage Excess Report

680

10.99 Slice SFC

 

681

10.100 Supply Bottom Up Pegging Report

682

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide 10.101 Supply Report 682 10.102 Supply Workbench 683 10.103 Target Inventory 683

10.101 Supply Report

682

10.102 Supply Workbench

683

10.103 Target Inventory

683

10.104 Top Down Pegging Report

684

10.105 View Scorecard

684

10.106 WO Proposal

 

685

10.107 Work Order

685

10.108 WOP Detail Report

686

A Appendix: Shortcuts

1

A.1

File

1

A.2

Edit

2

A.3

Window

 

2

A.4

Help

3

B Appendix: Table of Figures and Tables

4

B.1

Table

of

Figures

4

B.2

Table of Tables

12

Glossary

 

1

ICON-SCP 11.0 User Guide

Preface

ICON-SCP 11.0 User Guide Preface ICON-SCP is a powerful supply chain planning and execution software solution

ICON-SCP is a powerful supply chain planning and execution software solution that provides a fast and efficient end-to-end demand and supply planning process across a complete supply network.

About This Document

Welcome to the ICON-SCP 11.0 User Guide (Document Version: 11.0.3 published 11/30/2012).

This guide begins with an executive summary of the general purpose and benefits of ICON-SCP and the icon-scm process. Following the executive summary is a detailed description of the ICON-SCP planning model, the elements that define a company’s supply chain, and their relationship to each other. Besides the transactional data such as demand and supply, the ICON-SCP planning steps are discussed in detail as a basis for understanding the planning screens available in the ICON-SCP Client. This guide focuses on understanding all screens, features, and functionalities provided within the ICON-SCP user interface. Finally, this guide thoroughly describes ICON-SCP’s standard reports.

This documentation may contain links to Web sites of other companies or organizations that icon-scm does not own or control. icon-scm neither evaluates nor makes any representations regarding the accessibility of these Web sites.

Who Should Use This Document

This guide is intended for ICON-SCP users who require information about the screens, features, and functionalities in the ICON-SCP client, ICON-SCP planning model, and planning steps. The audience of this guide are planners, buyers, system administrators, users, etc. of ICON-SCP.

Documentation Organization

This document addresses the following:

Chapter

Description

1. Introduction

Overview of the icon-scm Process

2. Master Data

Discussion of the supply chain elements (master data), such as Parts, Depots, BoM, etc.

3. Transactional Data

Discussion of demand data in ICON-SCP, such as Forecast, Customer Orders, etc. and supply data such as Inventory, Inter Warehouse Transfer,

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide   etc. 4. Demand Pre- Examination of the ICON-SCP demand pre-processing steps.
 

etc.

4. Demand Pre-

Examination of the ICON-SCP demand pre-processing steps. Each demand pre-processing steps explains the input and output data as well as the core logic implemented.

Processing

5. Planning triggers and Planning Steps

Examination of the ICON-SCP planning triggers and planning steps; Each planning step explains the input and output data as well as the core logic implemented.

6. User Interface

Explanation of the ICON-SCP Client features and functionalities, such as User Authorization, Subscreen Customizing, etc.

7. Demand Reports

This chapter lists all demand reports in ICON-SCP and explains the reporting windows and the added value of each report.

8. Supply Reports

This chapter lists all supply reports in ICON-SCP and explains the reporting windows and the added value of each report.

9. Scenario

Discussion of scenario and scorecard management; Scenario management explains how scenarios can be created, how planning actions can be applied to scenarios and how scenarios can be compared with each other. Scorecard management explains the creation and usage of scorecards and KPIs.

Management

10. Screens

Alphabetical list of all ICON-SCP screens. Each subchapter contains a link that refers to the place in the document where the particular screen is explained in detail.

What Is New in This Document

The following table lists major changes in this document:

Chapter

Major change

2.8.3

Multi-Level BoM

As this report is now part of the repository framework, some columns have been removed from the application (can be added with Report Repository); This change is reflected in the chapter 2.8.3 showing new screenshots and the reduced list of report columns.

2.9.2

Target Inventory

Adjusted the chapter 2.9.2 Target Inventory to show which target inventory definitions are applied to icon-SCC

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide 2.9.3 Modeling Target Created new subchapters to explain different types of target

2.9.3

Modeling Target

Created new subchapters to explain different types of target inventory modeling.

Inventory

4.5.1.5.1

FC Netting

New chapter explaining the FC netting

Based on Planning Grid

4.5.1.5.2

FC Netting

New chapter based on the previous one, showing the netting results now using channel hierarchies

Using Channel

Hierarchy

 

4.5.1.5.3

Linear

New chapter demonstrating that the netted forecast amount is spread through a period linearly

Distribution of Netted FC

5.6.3.6

In-house

Reworked chapter to show a new use case and explain the concept of the ICON-SCP In-house Consumption.

Consumption

5.6.3.7

Repair Lot

This is a new chapter describing the algorithm of the Repair Lot Sizes checkbox

Sizes

5.6.5

Modeling

This is a new chapter which will explain modeling of each and every Constraint Based Planning step. For now, the chapter explains how to model In-house Consumption in conjunction with Jump over Bill of Materials, Jump over Alternative Components and Pull Flag.

6.6.6.2.3

Create

Added table with custom filter objects and their definitions

Custom Filter

6.6.4

Report

Note about reports not belonging to the group of Report Repository reports

Repository

6.6.14.1 Dictionary

Described how to add/modify/delete translation keys

7.8

Push/Alert Report

Added a note about enabled fields in “Part” mode

8.14 Change Order Proposal

Reworked the introductory part of this chapter to explain the concept of this report, especially regarding the Executive vs. Ideal results.

9.2

Manage Scenario

Corrections in the description of some Manage scenario report.

Related Documentation

This document is part of the ICON-SCP 11.0 library, which also includes the following documents:

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide Document Description User Guide Detailed description of ICON-SCP 11.0 planning model

Document

Description

User Guide

Detailed description of ICON-SCP 11.0 planning model and planning steps

Admin Guide

Basic task information for getting started and using the ICON-SCP 11.0 software

Data Transfer Guide

Data transfer related aspects such as inbound interfaces and processing

Customization Guide

This document describes how to implement customer-specific functionality to run inside the ICON-SCP Server.

Release Notes

Brief explanation of features and functionalities of the ICON-SCP 11.0 release

Upgrade Guide

Information about upgrading previous release of icon-scm product software

Online Help

Context-sensitive help topics that describe how to use ICON-SCP 11.0 client interface

Notation/Typographic Convention

The following list summarizes the notation conventions for syntax presentation:

Type Style

Meaning and Example

 

Accent

Underlined text type is used for the emphasis.

 

Client element

Bold type is used for names of elements in the client. These include report names, menu names, menu paths, menu options, planning tasks, dialog box names, checkbox, drop-down box, radio button names. For example, Forecast Netting dialog box.

Process name

Italic type indicates process name in the system for example, Forecast Netting process.

SYSTEM ELEMENT

Upper case is reserved for the names of elements in the system. These include database names, database objects, parameter names, table names, data types, for example, SELECT.

Example:

Example is reserved for conceptual examples.

 

Note:

Note is reserved for remarks and recommendations. For example:

 

Note: The complete list of changes are not part of this

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide   document.   The same style can be used for Important (for
 

document.

 

The same style can be used for Important (for caution or

 

items/conditions of significant value). For example:

 

Important: Please use a different database schema.

 

Reserved for source code and for command line statements. For

 

Code (Block)

example:

 

BufferedWriter out = null;

 

try {

out = new BufferedWriter(new FileWriter(”filename”, true));

 

Code (Inline) Text

Monospace typeface indicates executables, filenames, directory names,

and sample user-supplied elements. Such elements include net service

names, and connect identifiers, as well as user-supplied database

objects and structures, packages and classes, usernames and roles,

program units.

 

For example: find the files at

Y:\Whatever\Product\Install\Test\Uninstall\.

Hyperlink

Blue underlined text is reserved for hyperlinks within text. By clicking a

passage of cross-referenced text, the reader is taken to the location

described.

[brackets text]

Variable user entry. Brackets indicate that a user should replace these

words and characters with appropriate entries to make entries in the

system.

ICON-SCP 11.0 User Guide

1 Introduction

ICON-SCP 11.0 User Guide 1 Introduction The underlying goal of any supply chain management system is

The underlying goal of any supply chain management system is to ensure the efficient and dependable alignment of customer demands with all distribution or production processes within a company-wide or extended supply network. At the same time, companies want to know which material and capacity constraints can be resolved and how resources should be aligned based on customer or business priorities. The operational challenge is to provide customers with precise delivery dates that are consistently met. Therefore, it is important to understand how the supply network can respond and have the planning capability to rapidly, flexibly, and reliably meet dynamically changing requirements.

In this chapter, we cover the following topics:

Topics

Brief description

General Purpose of ICON-SCP

Describes basic concepts of the ICON-SCP solution

Example Business

Illustrates the typical business processes such as Allocation Planning, Visibility in Supply Networks, and Capable to Promise.

Processes

The icon-scm Process

Shows the icon-scm process and how ICON-SCP meets the objectives and requirements

1.1 General Purpose of ICON-SCP

ICON-SCP helps to respond to and implement a short to long-term sales plan reliably and efficiently. By matching demands and resources, a coherent and feasible purchasing, production, and distribution plan is computed. The plan comprises all mapped stakeholders in the supply network together with their individual material and capacity constraints. Following the concept of Demand Driven Supply Networks (DDSN), ICON-SCP determines the quantities and schedules of shipment, replenishment, and production. ICON-SCP also exploits options like multi-sourcing, production flexibility, and alternative shipping relations.

ICON-SCP allows the simulation of comprehensive operational and tactical sourcing, production, and distribution decisions based on a single global consistent model. Expressive reports support data management and the evaluation and communication of plans. ICON-SCP interfaces with ERP systems for master and transactional data management and plan execution.

ICON-SCP 11.0 User Guide

1.2 Example Business Processes

ICON-SCP 11.0 User Guide 1.2 Example Business Processes In this section, we present a selection of

In this section, we present a selection of three typical business processes. This overview is by no means exhaustive, but rather meant to illustrate some typical application patterns and to present some application contexts, user interactions, and system functions in coherent settings.

1.2.1 Allocation Planning

In this mid to long-term scenario, a company must allocate scarce supply to the production and fulfillment of different markets. Forecasts and available and dynamically arriving orders must be netted, classified, and matched with available and procurable materials and capacity. Planners interact with the system to ensure that scarce supply is allocated as well as possible.

1.2.2 Visibility in Supply Networks

Outsourced manufacturing is a typical business scenario in the high-tech industry. Ensuring efficient operations with the right level of inventories is crucial when facing short product cycles and rapid technological innovation. In a supply network with OEM facilities, ODM sites and suppliers, ICON-SCP is applied to provide a coordinated supply plan giving insight into the right levels of inventory over time and the anticipated flow of materials. While the results of the planning process are not directly fed into the ERP system, the plan called the Shadow Plan is a benchmark against which to compare the performance of the supply chain and individual actors therein. This type of planning is typically done for critical components on a weekly basis and a weekly planning grid.

1.2.3 Capable to Promise

In this business scenario, a company reacts to incoming requests on short notice. With ICON-SCP, a company can check whether materials and capacities are available or can be supplied on time. During this check, the ICON-SCP planning logic considers rescheduling of open orders and reallocation of resources but always ensures that previous commits remain executable. The planning logic thereby exploits the available procurement and production options, and customers perceive the company as being flexible and reliable. Planners use built-in reports to identify material and/or capacity shortages and can interactively reprioritize demands or adjust firm supply to accommodate the new request.

1.3 The icon-scm Process

ICON-SCP, as any other planning system, requires data inputs. The quality of these inputs is crucial, and icon-scm has defined a process, which not only leverages the functionality of ICON-SCP, but also covers business processes to gather and improve the data foundation of the Demand Supply Match (DSM).

These are the process steps of the icon-scm process:

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide 1. Demand Planning: To improve the quality of the demand signal, it

1. Demand Planning: To improve the quality of the demand signal, it is important to align all teams and departments that have a different perspective on the expected future demand. This includes Sales Representatives, Marketing, and Finance. The result of this process step is the consensual demand signal, which represents the total known and expected demand. In practice, this demand would only be serviceable if no material or capacity constraints were binding throughout the supply chain.

2. Hypothetical MRP: This process step should not be confused with a real MRP process, which triggers work or purchase order creation or adjustments. Instead, it is a translation of demand into component requirements. For this purpose, a BOM explosion is performed considering the existing inventory on hand and target shares for alternative sourcing.

3. Partner Collaboration: The calculated component requirements are published, and partners (e.g., suppliers) respond with a material or capacity commit.

4. The material and capacity commits are used to create a plan, which effectively matches the demand signal with the best material and capacity information.

signal with the best material and capacity information. Figure 1: The icon-scm Process © 2012 by

Figure 1: The icon-scm Process

ICON-SCP 11.0 User Guide

1.4 The Use Case Model

ICON-SCP 11.0 User Guide 1.4 The Use Case Model 1.4.1 Supply Chain Library Supply chain dynamics

1.4.1 Supply Chain Library

Supply chain dynamics can become complicated to model due to the presence of heterogenous entities, multiple performance measures, and complex interaction effects. The variety of supply chains poses a limitation on reusability of processes across them. For example, a supply chain could be highly centralized where most of the entities belong to e.g. EOM, or could be highly decentralized where most of the entities belong to different organizations.

In this guide, we present a classification of library of software components that enables modeling and analysis of a large variety of problems, though it is not exhaustive by any means.

We classify different elements in the supply chain library into four broad categories:

Master Datain the supply chain library into four broad categories: Transactional Data Preprocessing and Planning Steps

Transactional Datasupply chain library into four broad categories: Master Data Preprocessing and Planning Steps Reporting The Master

Preprocessing and Planning Stepsinto four broad categories: Master Data Transactional Data Reporting The Master Data category comprises the supply

ReportingData Transactional Data Preprocessing and Planning Steps The Master Data category comprises the supply chain network

The Master Data category comprises the supply chain network data elements. Transactional data elements are classified into two basic sets of elements Independent Demand and Supply. The preprocessing and the planning steps are the key software components in ICON-SCP. The final piece of our supply chain library is reporting, as a result of the planning steps.

1.4.2 Supply Chain Network

All use cases explained in this guide are based on the following supply chain network:

1. OEM (managing SYSTEM_1, SYSTEM_2)

2. Demand Plants:

2.1. DC1 (Distribution Center 1): distributing SYSTEM_1 products to CUSTOMER-A

2.2. DC2 (Distribution Center 2): distributing SYSTEM_2 products to CUSTOMER-B

2.3. CM2 (Contract Manufacturer 2): distributing SYSTEM_1 products directly to CUSTOMER-B

3. Manufacturing Plants:

3.1. CM1 (Contract Manufacturer 1): manufacturing SYSTEM_1 and SYSTEM_2 products

3.2. CM2 (Contract Manufacturer 2): manufacturing SYSTEM_1 and SYSTEM_2 products

4. Purchasing Plants:

4.1. VH1 (Vendor Hub 1): stores purchased components required for SYSTEM_1 and

SYSTEM_2

4.2. VH2 (Vendor Hub 2): stores purchased components required for SYSTEM_1 and

SYSTEM_2

ICON-SCP 11.0 User Guide

5. Supplier Base:

ICON-SCP 11.0 User Guide 5. Supplier Base: 5.1. SUPPLIER_A: supplying both VHs with components CABLE_X and

5.1. SUPPLIER_A: supplying both VHs with components CABLE_X and CABLE_Y

5.2. SUPPLIER_B: supplying both VHs with components ASIC_1000 and ASIC_2000

5.3. SUPPLIER_C: supplying both VHs with components SEAG and WESTDIG

5.4. SUPPLIER_D: supplying both VHs with the component COOLING_UNIT

5.5. SUPPLIER_E: supplying both VHs with the component MAIN_BOARD

5.6. SUPPLIER_F: supplying both VHs with the component CHASSIS_R

SUPPLIER_F: supplying both VHs with the component CHASSIS_R Figure 2: Supply Chain Network Note: In this

Figure 2: Supply Chain Network

Note: In this Guide, we examine the planning concepts from the OEM’s perspective.

Furthermore, for all our examples, we will pretend as if today’s date was May 15th 2010 (CURRENT_DATE = 05/15/2010) and we will look into a planning horizon of 26 weeks when we are creating our plan.

Note: This static definition of the CURRENT_DATE is substantial as we are developing an abstract model, which requires a certain level of simplicity in order to be understood.

ICON-SCP 11.0 User Guide

2 Master Data

ICON-SCP 11.0 User Guide 2 Master Data The chapter “Master Data” describes elements in a supply

The chapter “Master Data” describes elements in a supply chain and their relationship to each other. A model is used to describe a forward-looking view of the master data in a supply chain from a planning perspective. A model is a conceptual representation of reality. Typically, a model will refer only to some aspects of the real world.

The chapter “Master Data” focuses on materials, capacities, and processes within a supply network by obeying rules such as bills of materials, lead times, and business calendars in order to effectively plan and/or execute a company’s supply chain processes.

Topics covered in this section include the following:

Topics

Brief description

Planning Horizon and Business Calendar

Explains the concept of a Planning Horizon and Business Calendar as well as how they will be defined in ICON-SCP.

Working Calendars

Explains the concept of Working Calendar as well as how the calendars will be defined and maintained in ICON-SCP.

Depots

Describes the basic idea of depots, depot families, and the depot setup.

Channels

Explains the concept of channels, channel hierarchy, and channel workbench.

Parts

Provides insight into the usage of parts, part workbench, part setup, depot part setup, and part family setup.

Suppliers

Explains the concept of suppliers

Processes

Describes in detail the three process types, the mix of processes, the process attributes, the process setup, and process shares.

Bill of Materials / Material Usage

Explains the bill of material including multi-level BoMs, substitutes, component alternatives, and alternative groups.

Inventory Channels / Target Inventory

Shows the necessity of inventory and how target inventory is defined.

Capacities

Gives insight into capacities, their setup, adjustments, and capacity families.

Bill of Capacity

Explains the bill of capacities concept.

Cost and Price Model

Describes the cost and price calculation in ICON-SCP and the Revenue and

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide Margin reporting. 2.1 Planning Horizon and Business Calendar 2.1.1 Overview ICON-SCP
Margin reporting.

Margin reporting.

2.1 Planning Horizon and Business Calendar

2.1.1 Overview

ICON-SCP distinguishes between a Planning Horizon, Business Calendar, and Working Calendar.

The Planning Horizon is the total time span a planning model projects into the future. The Planning Horizon buckets are defined for a daily, weekly, monthly grid, or in combination.

A Business Calendar defines a company’s fiscal year. This period may be a calendar year, but can be any 12-month period. Because a Business Calendar is a system-wide calendar, there is only one calendar per instance.

While the Business Calendar is used for aggregation purposes in ICON-SCP, Working Calendars are used to specify working and non-working days.

Working Calendars are assigned to depots (Locations) and processes (as delivery calendar), and therefore there can be more than one Working Calendar defined in ICON-SCP.

2.1.2 Planning Horizon

The planning horizon is the total time span a company will look into the future when preparing a strategic plan. It is the planning period in which planned activities are to be executed.

ICON-SCP calculates a planning horizon based upon specific parameters (e.g. CURRENT DATE, DEFAULT BUSINESS CALENDAR, etc.). It is possible to change any of these parameters and apply the changes without restarting the application.

2.1.2.1 Planning Horizon

Planning Horizon screen is available under Master Data Calendars.

The Planning Horizon screen presents the defined planning grid and defines mapping from days to weeks, months, quarters, and years from the available business calendar.

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide Figure 3: Planning Horizon The following list gives a brief description of
ICON-SCP 11.0 User Guide Figure 3: Planning Horizon The following list gives a brief description of

Figure 3: Planning Horizon

The following list gives a brief description of the report results:

Column Name

Description

Daily Date

Every day of a defined Planning Horizon is listed in each row.

Weekly Date

Presents a mapping of days to weeks, e.g., if a week starts with 5/21, then for the whole week (all 7 days of a week) 5/21 is displayed.

Monthly Date

Presents a mapping of days to months, e.g., if it is defined that a month starts with 4/30, then for the whole month (every day of the month) 4/30 is displayed.

Quarterly Date

Presents a mapping of days to quarters, e.g., if a quarter starts with 04/02, then for the whole quarter (every day of the 3 months) 04/02 is displayed.

Yearly Date

Presents a mapping of days to years e.g., if a year starts with 01/01, then for the whole year (all 365 days of a year) 01/01 is displayed.

Table 1: Planning Horizon report results

2.1.2.2 Planning Grid

The planning horizon will be defined in the Planning Grid dialog box. The Planning Grid setting provides user an option to select the horizon on daily, weekly, or monthly, buckets.

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide

Example: If the selection is made with MONTHLY option and DAYS=3; WEEKS=4; MONTHS=5, then the planning grid must evaluate to 3 months of daily buckets followed by 4 months of weekly buckets followed by 5 months of monthly buckets.

The changes in the Planning Grid will be considered online thus, there is no need to restart the system.

online thus, there is no need to restart the system. Figure 4: Planning Grid dialog box

Figure 4: Planning Grid dialog box

The following table explains the fields from the dialog box:

Column Name

Description

Current Date

With definition of the Current Date, the system considers the specified date as a fixed date

Use System Date

With definition of the Use System Date, the system considers today’s date

Past Date

Must be before beginning of the Planning Horizon

Future Date

Must be after the Planning Horizon

Buckets

Days: Only Daily bucket is available

Weeks: Daily and Weekly buckets are available

Months: Daily, Weekly, and Monthly buckets are available

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide Default Business Gregorian Calendar or ISO Calendar Calendar Table 2: Planning Grid

Default Business

Gregorian Calendar or ISO Calendar

Calendar

Table 2: Planning Grid dialog box description

Note: the ISO calendar in the ICON SCP application is defined according to the ISO 8601 standard.

2.1.3 Business Calendar

The Business Calendar is a system-wide calendar, meaning there is only one calendar per instance (tenant). An ICON-SCP instance can either use a default business calendar (as parameter), i.e., GREGORIAN_US/ISO, or the custom business calendar available in the database table BUSINESS_CALENDAR. Upon startup of ICON-SCP instances, the available custom business calendar is validated and is used if found valid. Otherwise, the system uses the default business calendar (available as planning grid parameter). If the Business Calendar has been modified in the client, the same validation checks will be performed as upon startup.

The Business Calendar defines the mapping from days to weeks, months, quarters, and years. A valid Business Calendar can ensure that a time period utilized in the Planning Grid falls as a whole into the time period of the next aggregation level. As an example, a non-modified ISO Business Calendar ensures that a week falls completely into one specific month. This is different from a regular Gregorian calendar where a week could start in one month and end in the next month.

The Business Calendar is used for any ad-hoc aggregation within reports and analytics.

2.1.3.1 Business Calendar

Business Calendar screen is available under SysAdmin System Business Calendar.

In the Business Calendar screen, a company’s Fiscal Year is mapped from days to weeks, months, quarters, and years.

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide Figure 5: Business Calendar The buttons in the Filter area provide the
ICON-SCP 11.0 User Guide Figure 5: Business Calendar The buttons in the Filter area provide the

Figure 5: Business Calendar

The buttons in the Filter area provide the following functionalities:

Buttons

Functionality

Retrieve

Retrieves data in the window

Create

Opens new window where a new Business Calendar can be created

Delete

Opens new window where the selected Business Calendar Year can be deleted

Clear

Clears the complete Business Calendar and the system falls back to Default Business Calendar

Table 3: Buttons in the Business Calendar

The following list gives a brief description of the report results:

Column name

Description

Daily Date

Every day of a defined Business Calendar is listed in each row.

Weekly Date

Presents a mapping of days to weeks, e.g., if a week starts with 01/01, then for the whole week (all 7 days of a week) 01/01 is displayed.

Monthly Date

Presents a mapping of days to months, e.g., if it is defined that a month starts with 01/01, then for the whole month (every day of the month) 01/01 is

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide   displayed. Quarterly Date Presents a mapping of days to quarters, e.g.,
 

displayed.

Quarterly Date

Presents a mapping of days to quarters, e.g., if a quarter starts with 01/01, then for the whole quarter (every day of the 3 months) 01/01 is displayed.

Yearly Date

Presents a mapping of days to years e.g., if a year starts with 01/01, then for the whole year (all 365 days of a year) 01/01 is displayed.

Table 4: Business Calendar report results

2.1.3.2 Creating Business Calendar

The Business Calendar will be created with the use of the Create Business Calendar dialog box:

with the use of the Create Business Calendar dialog box: Figure 6: Create Business Calendar dialog

Figure 6: Create Business Calendar dialog box

The following table explains the fields from the dialog box:

Column Name

Description

Start Year

The year at which the business calendar starts. Year is in YYYY format. The planner must provide drop-down options with year starting with [current calendar year - 2] to [current calendar year + 2])

Number of Years

The number of years to add after the start year

Year starts with

The month at which the business calendar starts

(Months with January, February, March… December)

Calendar Type

Provides most commonly used base types.

(GREGORIAN, 4-4-5, 4-5-4, 5-4-4);

The Calendar Type GREGORIAN in the Create Business Calendar dialog works only together with monthly and daily planning definition in the Planning

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide   Grid. If a planning horizon should be defined on a weekly
 

Grid.

If a planning horizon should be defined on a weekly basis, it is important to define the Calendar Type in the Create Business Calendar dialog as 4-4-5, 4-5-4 or 5-4-4.

Week starts with

Select the weekday with which the business calendar week will start. (Week day starts with Monday, Tuesday …Sunday)

Table 5: Create Business Calendar dialog box description

Note: Extending the business calendar can only be achieved by recreating the business calendar with total (including extension) number of years. It will remove the existing business calendar and recreate the business calendar from the given start year until the given number of years.

2.1.3.3 Modifying Business Calendar

The custom business calendar available under SysAdmin System Business Calendar can be modified inline. Insert (Ctrl+I)/Update (Inline) functions are supported and Delete (Ctrl+D) function is not supported.

2.1.3.4 Deleting Business Calendar

The Delete option available under SysAdmin System Business Calendar offers functionality to delete the selected Business Calendar years. The Delete functionality can be used to delete the obsolete Business Calendar years.

can be used to delete the obsolete Business Calendar years. Figure 7: Delete Business Calendar Before

Figure 7: Delete Business Calendar

Before deleting the selected calendar years, the system validates the modified Business Calendar against the Planning Grid. If validation is successful, the system continues with the delete operation. If not, then the system displays the validation errors.

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide Note: Deleting of the calendars should start with the latest calendar. Considering

Note: Deleting of the calendars should start with the latest calendar. Considering the picture below, the 2012-01-02 calendar should be deleted fist. The last deleted one will be 2008-12-29 calendar.

fist. The last deleted one will be 2008-12-29 calendar. 2.1.3.5 Clearing the Business Calendar The Clear

2.1.3.5 Clearing the Business Calendar

The Clear operation available under SysAdmin System Business Calendar offers functionality to clear the complete Business Calendar. This is different from deleting the Business Calendar years as this does not validate against the planning grid. This simply means that the system falls back to the Default Business Calendar.

2.1.4 Modeling Planning Horizon and Business Calendar

The following sections show the Planning Horizon and Business Calendar results when different settings are defined in the Planning Grid and Create Business Calendar dialogs.

2.1.4.1 Effects of the Planning Horizon on the Planning Results

In this section we want to show the effects of the Planning Horizon results on the planning picture.

2.1.4.1.1 Monthly Planning

The planning horizon is the total time span a company will look into the future when preparing a strategic plan. In our example, we want to plan on a monthly basis, therefore we will look into a total

time span of 7 months starting with the date 5/15/2010. (5/15/2010=CURRENT_DATE).

We will define the following settings in the Planning Grid:

How should the planning picture look like?

Settings in the Planning Grid

start on the 05/15/2010

CURRENT_DATE: <05/15/2010>

no daily buckets evaluation

PLANNING_DAYS: <0>

no weekly buckets evaluation

PLANNING_WEEKS: <0>

evaluate 7 months of monthly buckets

PLANNING_MONTHS: <7>

ICON-SCP 11.0 User Guide

ICON-SCP 11.0 User Guide all planning data elements available before our defined planning horizon will show

all planning data elements available before our defined planning horizon will show

PAST_DATE: <01/01/1990>

all planning data elements available after the planning horizon will show

FUTURE_DATE: <11/11/2222>

Table 6: Settings in the Planning Grid

Let us understand now why these parameter settings are important:

The planning engine calculates a planning picture starting with the 5/15/2010 and distributes the demand and supply in the future buckets. The planning output will be displayed in ICON-SCP on monthly basis. In the table below, the finished good SYSTEM_1 is planned for 7 months on a monthly basis. This means, each row shows one month. The data is calculated on a monthly basis. Seven months are displayed.

Depot

Part

Date

Demand

Inventory

CM1

SYSTEM_1

01/01/1900

 

200

   

05/15/2010

50

150

   

06/01/2010

60

90

   

07/01/2010

70

20

   

08/01/2010

 

20

   

09/01/2010

 

20