|
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Id*[151892.2.673723078]
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|
Name* ï
|
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|
Id*[151892.2.673723079]
|
IdOwner*
|
ImportedSequenceNr
|
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|
IsCurrent
|
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|
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|
IsSkipped
|
Name*Supply chain wizard"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr û
|
Descriptionë*èWelcome to the Supply chain wizard. This will help you configure your supply chain in Macro Planner.
|
|
You will be guided through the steps to create, edit and validate the data related to:
|
- Suppliers
|
- Production resources and bill-of-materials
|
- Transportation network
|
- Settings: global parameters, optimizer strategies, authorizations, etc.
|
|
For each of the steps, you may have access to the following buttons at the bottom of the dialog:
|
- "?": will open the associated e-learning in your browser. This e-learning contains additional information on the current step.
|
- "Open view": will re-direct you to the view in which you will be able to perform the current step.
|
- "Edit knowledge": will open the knowledge table in which you will be able to define the knowledge associated to the current step.
|
- Use the "Previous", "Next" and "Skip" button to navigate through the steps.
|
- Use the "Make current" menu in the Overview tree on the left to focus on a specific step.
|
- Use the "Submit" button to validate a choice made on a decision step.
|
|
This wizard can be opened at any time using the Help > Supply chain wizard menu.
|
HelpUrl*
|
IsImage
|
TableName*
|
|
View* 9
|
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Id*[151892.2.673723080]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped "
|
Name*Quantity-based transport"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr
|
Descriptionó*ðThis section only applies to units of capacity type:
|
- Transport quantity
|
|
To create a transport capacity, right-click and select "New" menu. The Transport capacity dialog will pop up:
|
|
- General tab:
|
- Specify the date from which the capacity definition applies
|
- Specify the minimum and maximum capacity constraints if there are any
|
- Specify the lot size constraints where appropriate
|
|
- Advanced tab allows to specify the secondary capacity constraints in a different unit of measurement.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12627&chapterid=19767
|
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TableName*
|
View*Unit capacities/
|
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Id*[151892.2.673723081]
|
IdOwner*
|
ImportedSequenceNr
|
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|
IsCurrent
|
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|
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Name * 6. Appendix"
|
ParentId*[151892.2.673723078]
|
|
SequenceNrß
|
DescriptionÏ*ÌThis section contains instructions for common actions:
|
|
- How to import data
|
- How to verify data
|
- How to define units of measure and currencies
|
|
& a set of useful links to Quintiq academy and community.
|
HelpUrl*
|
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TableName*
|
|
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|
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Id*[151892.2.673723082]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
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|
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|
Name*Fulfillment restrictions"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr´
|
Description¤*¡Fulfillment restrictions can be used in a context in which some sales demands are defined on non-leaf levels of the product hierarchy. For instance, a sales demand is defined on a product family which contains multiple SKUs.
|
As a result, it can by default be fulfilled by supplies of any of these SKUs.
|
|
Fulfillment restrictions allow to specify whether a product can be used to fulfill a sales demand set on a higher level. These settings are customer-dependent.
|
|
Open "Fulfillment restrictions" view by clicking on the "Open view" button below.
|
|
To create a fulfillment restriction, right-click in "Fulfillment restrictions" list and select "New" menu. Specify:
|
- The customer (sales segment) to which the restriction applies
|
- The product that is restricted
|
- The horizon on which it is restrictedS
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12266&chapterid=27503
|
IsImage
|
TableName* "
|
View*Fulfillment restrictions/
|
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Id*[151892.2.673723083]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped +
|
Name#*!Inventory constraints and targets"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr
|
Descriptions*qThis step will allow you to define storage constraints and target inventory levels on your plant stocking points.
|
HelpUrl*
|
IsImage
|
TableName*
|
|
View* /
|
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|
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|
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|
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Id*[151892.2.673723084]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped %
|
Name *Define transport capacities"
|
ParentId*[151892.2.673723078]
|
|
SequenceNrí
|
DescriptionÝ*ÚSimilar to production units, transportation units can be divided into 2 type, which are time or quantity-based.
|
|
This section explains how to set the capacity and its related constraints for each of these types.
|
|
This is done by defining the following constraints:
|
|
- Units of capacity type "Transport time":
|
- Shift pattern
|
- Transport availability
|
|
- Units of capacity type "Transport quantity"
|
- Transport capacity
|
|
You can set all these specifications in the "Unit capacities" view, which can be opened by clicking on "Open view" button below.
|
|
Note: unit capacities can be imported/exported as part of the "Capacities" group. Refer to "Import Data" section of the appendix of this wizard for more details on data import.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12627&chapterid=19767
|
IsImage
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TableName*
|
View*Unit capacities/
|
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Id*[151892.2.673723085]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped !
|
Name*Create units of measure"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr
|
Descriptionÿ*üMacro Planner supports the definition of different units of measurement. A unit of measurement can for example be Ton, Roll, Pieces, Kilograms etc. You can define conversion between those different units of measurement and the units of measurement of products flowing between entities will be converted as necessary according to the defined conversion factor.
|
|
Open the Unit of Measurement view by clicking on "Open view" button below.
|
To create a new unit of measurement, right-click on Units of measurement list and select "New" menu.
|
|
Conversion factors from a unit of measurement to another can be defined in the Conversion matrix.C
|
HelpUrl8*6https://academy.quintiq.com/mod/book/view.php?id=12099
|
IsImage
|
TableName*
|
View*Units of measurement/
|
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|
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Id*[151892.2.673723086]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped
|
Name*Create currencies"
|
ParentId*[151892.2.673723078]
|
|
SequenceNrë
|
DescriptionÛ*ØMacro Planner supports currency definition and conversion. You can specify different time-dependent conversion rates. These rates will be used to convert the (foreign) currencies to the base currency specified in the application.
|
|
Open the Currencies view by clicking on "Open view" button below. In the left panel you see all the different currencies that are defined. In the upper-right panel you see the currency rates of the selected currency relative to the base currency with their corresponding start date. In the right-lower panel you see the course of the currency rate of the selected currency over time.
|
|
To create a new currency, right-click on Currencies list and select "New" menu.
|
|
To define a currency rate for an existing currency, select the currency in the Currencies list, right-click in the Currency rates-list and select "New" menu.@
|
HelpUrl5*3https://academy.quintiq.com/course/view.php?id=1174
|
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TableName*
|
View *
|
Currencies/
|
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Id*[151892.2.673723087]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped
|
Name*1. Supply chain design"
|
ParentId*[151892.2.673723078]
|
|
SequenceNræ
|
DescriptionÖ*ÓIn this section, you will be guided through the entire design of the Supply Chain.
|
|
You will be able to:
|
- Manage suppliers
|
- Manage production resources and bill-of-materials
|
- Define the transportation network
|
HelpUrl*
|
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|
|
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|
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Id*[151892.2.673723088]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped
|
Name*Supplier products"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr
|
Description * This section will allow you to define WHAT products can be supplied by a given Supplier.
|
|
Open the Products view by clicking on "Open view" button below.
|
|
In the products form you see two lists:
|
- Product levels: allows you to define the levels in your product hierarchy
|
- Products: allows you to define the products in the system. Each product belongs to a product level.
|
|
To create a product level, right-click on Product levels list and select "New" menu.
|
|
To create a product, right-click on Products list and select "New" menu. The Product dialog will pop-up:
|
- General tab:
|
- Parent product: specify the place of the product in the hierarchy.
|
- Specify the Name and ID of the product.
|
- Select the Unit of measurement you want to visualize the product in. Refer to "Create Units of Measure" section of the appendix at the end of this wizard to create a new unit of measurement.
|
|
- Other tabs allow the definition of more advanced configuration (costs, advanced settings).
|
|
Note: products can be imported/exported as part of the "Products" group. Refer to "Import data" section of the appendix of this wizard for more details on data import.C
|
HelpUrl8*6https://academy.quintiq.com/mod/book/view.php?id=12601
|
IsImage
|
TableName*
|
View
|
*Products/
|
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|
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|
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Id*[151892.2.673723089]
|
IdOwner*
|
ImportedSequenceNr
|
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|
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|
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|
IsFirstStep
|
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|
Name"* Define stocking point capacities"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr ¿
|
Description¯*¬This step will allow you to define storage constraints on your stocking points.
|
|
Open the "Stocking point capacities" view by clicking on "Open view" button below.
|
|
To create a stocking point capacity, right-click on Stocking point capacities list and select "New" menu.
|
The Stocking point capacity dialog will pop-up:
|
- Stocking point: specify the stocking point to which the capacity constraint applies.
|
- Start: specify the date from which this capacity applies.
|
- Specify the maximum capacity
|
|
Note: stocking point capacities can be imported/exported as part of the "Capacities" group. Refer to "Import data" section of the appendix of this wizard for more details on data import.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12593&chapterid=19646
|
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|
TableName* #
|
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|
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|
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Id*[151892.2.673723090]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped
|
Name*Production resources"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr¸
|
Description¨*¥This section will allow you to define HOW are intermediate products and finished goods created, through the definition of production resources and bill-of-materials.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12588&chapterid=19633
|
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|
|
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|
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|
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Id*[151892.2.673723091]
|
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|
ImportedSequenceNr
|
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|
IsCurrent
|
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|
IsFirstStep
|
IsSkipped
|
Name*Advanced configuration"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr
|
Description*
This section will allow you to perform advanced configuration for sales demands:
|
|
- Manage sales demand priorities
|
- Define postponement specifications: specify whether sales demands can be postponed for a given sales segment, and by which duration.
|
- Define fulfillment targets
|
- Define fulfillment restrictions: when customers accept supplies from a subset of products of the same familyC
|
HelpUrl8*6https://academy.quintiq.com/mod/book/view.php?id=12266
|
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|
TableName*
|
|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
Id*[151892.2.673723092]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped #
|
Name*Quantity-based capacities"
|
ParentId*[151892.2.673723078]
|
|
SequenceNrú
|
Descriptionê*çThis section only applies to units of capacity type:
|
- Quantity
|
|
In contrast to time-based units, the capacity for quantity-based units is defined directly in quantity. Therefore, you donât need to define a shift pattern nor set a rate for the operations defined on such units.
|
You can set the capacity for quantity-based units in the Unit capacities form in the "Unit capacities" view (click on "Open view" button below).
|
|
To create a unit capacity, right-click and select "New" menu.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12627&chapterid=19766
|
IsImage
|
TableName*
|
View*Unit capacities/
|
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|
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|
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|
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|
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|
Id*[151892.2.673723093]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped
|
Name*Time-based transport"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr ²
|
Description¢*This section only applies to units of capacity type:
|
- Transport time
|
|
To create a transport availability, right-click and select "New" menu. The Transport availability dialog will pop up:
|
|
- General tab:
|
- Specify the date from which the capacity definition applies
|
- Specify the maximum load as well as the number of available transportation units
|
- Specify the shift pattern: refer to "Shift Patterns" section of Units e-learning for more information on shift patterns.
|
|
- Advanced tab allows to specify lot sizes and maintenance rules.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12627&chapterid=19767
|
IsImage
|
TableName*
|
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|
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|
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|
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|
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|
Id*[151892.2.673723094]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped
|
Name*Create stocking points"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr Ì
|
Description¼*¹Stocking points represent storage locations for products. All network nodes (warehouses, distribution centers, customer ship-to's...) should be modelled as Stocking Points.
|
|
Click on "Open view" button below to open the Stocking points view.
|
|
To create a stocking point, right-click on Stocking points list and select "New" menu. The Stocking Point dialog will pop up:
|
|
- General tab:
|
- Select, if relevant, the unit to which the stocking point belongs.
|
- Specify the stocking point Name and ID
|
- Specify the Unit of Measurement in which inventory should be displayed on the stocking point. Refer to "Create Units of Measure" section of the appendix at the end of this wizard to create a new unit of measurement.
|
- Specify whether the stocking point is of infinite capacity (i.e. no maximum inventory)
|
|
- Other tabs allow the definition of more advanced configuration (costs, advanced settings).
|
|
Note: stocking points can be imported/exported as part of the "Entities" group. Refer to "Import data" section of the appendix of this wizard for more details on data import.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12593&chapterid=19644
|
IsImage
|
TableName*
|
View*Stocking points/
|
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|
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|
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|
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|
LibWiz_InitSequence: Ô¢ ·æ Á
|
Id*[151892.2.673723095]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped
|
Name*Manage suppliers"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr
|
Description*ÿThis section will help you define:
|
|
- WHAT products can be supplied by a given Supplier (Supplier products).
|
- WHERE products can be supplied to by a given Supplier (Supply stocking points).
|
- HOW products can be supplied to a given location, by a given Supplier (Supply processes).
|
|
You may come back to this step at any time to create a new supplier or manage an existing supplier.
|
HelpUrl*
|
IsImage
|
TableName*
|
|
View* /
|
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|
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|
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|
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|
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|
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|
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|
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|
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|
Id*[151892.2.673723096]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped +
|
Name#*!Inventory constraints and targets"
|
ParentId*[151892.2.673723078]
|
|
SequenceNrÌ
|
Description¼*¹This step will allow you to:
|
|
- Define storage constraints on your stocking points
|
- (Optional) Define product-dependent storage constraints and targets on your network stocking points.
|
HelpUrl*
|
IsImage
|
TableName*
|
|
View* /
|
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|
LibWiz_InitSequence: Ô¢ ææ Á3
|
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|
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|
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|
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|
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|
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|
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|
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|
Id*[151892.2.673723097]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped
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Name*Global parameters"
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ParentId*[151892.2.673723078]
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|
SequenceNr
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Description*þ To configure global parameters, click on Edit > Configuration > Global Parameters menu.
|
|
Global parameters dialog will pop-up (hover over each label for more information):
|
|
- General tab allows you to specify:
|
- Tolerance thresholds for balance and lot size
|
- Lot size horizon (duration from the start of planning): horizon on which the lot size constraints will be considered
|
- Disaggregation ratio: define how supply quantities will be disaggregated when planned on a higher product level
|
- Lead time for dependent demand: specify how to derive dependent demands on periods based on operation or laneleg lead time.
|
|
- Bottleneck detection tab allows you to define rules for bottleneck resource determination (detection thresholds and detection time window).
|
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- Optimizer settings tab allows to define advanced settings for the optimizer.
|
|
- Actuals tab allows you to specify the bias and outlier tolerances between actual and planned values.
|
|
- Sanity check tab allows you to set the maximum number of error messages (per group) to be shown in the application. The absolute limit is used to guard the range of the numeric data. Data outside this range will be reported as a data error in the sanity check messages.
|
|
A quantity is considered invalid when it is outside the limit (e.g. sales demand quantity)
|
|
- Default values tab allows you to define miscellaneous default values for unit and stocking point capacities, inventory holding cost modalities as well as default parameters for safety stock calculation
|
|
- KPIs tab allows you to specify the horizon over which KPIs should be calculated.
|
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Note: global parameters can be imported/exported as part of the "Global parameters" group. Refer to "Import Data" section of the appendix of this wizard for more details on data import.
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HelpUrl*
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Id*[151892.2.673723098]
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IdOwner*
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ImportedSequenceNr
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IsCompleted
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Name* Useful links"
|
ParentId*[151892.2.673723078]
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SequenceNrÊ
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Descriptionº*·Some questions?
|
|
Check out S&OP learning path: https://academy.quintiq.com/catalog.php?role=64&level=0
|
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Ask your questions on Quintiq community: https://academy.quintiq.com/community/
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Id*[151892.2.673723099]
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ImportedSequenceNr
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Name"* Define stocking point capacities"
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ParentId*[151892.2.673723078]
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SequenceNr Å
|
Descriptionµ*²This step will allow you to define storage constraints on your plant stocking points.
|
|
Open the "Stocking point capacities" view by clicking on "Open view" button below.
|
|
To create a stocking point capacity, right-click on Stocking point capacities list and select "New" menu.
|
The Stocking point capacity dialog will pop-up:
|
- Stocking point: specify the stocking point to which the capacity constraint applies.
|
- Start: specify the date from which this capacity applies.
|
- Specify the maximum capacity
|
|
Note: stocking point capacities can be imported/exported as part of the "Capacities" group. Refer to "Import data" section of the appendix of this wizard for more details on data import.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12593&chapterid=19646
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View*Stocking point capacities/
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Id*[151892.2.673723100]
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IdOwner*
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ImportedSequenceNr
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Name*Define production costs"
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ParentId*[151892.2.673723078]
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SequenceNró
|
Descriptionã*àProduction costs can be defined in the Cost tab of the Operation dialog.
|
The operation dialog can be opened by double-clicking on an operation (blue box within a routing).
|
|
Right-click in the Cost list and select "New" menu:
|
- Account: production costs are generally composed of Operating cost and/or Labor cost (note: it is possible to define multiple costs for a given operation)
|
- Select "Volume" as Cost driver (note: it is also possible to define a cost per time or per lot)
|
- Define a production cost per unit in the cost section.
|
|
An introduction to Macro Planner accounts and cost drivers can be found in "Financial impact analysis" e-learning (by clicking on the help button below).
|
|
Note: operation costs can be imported/exported as part of the "Costs" group. Refer to "Import Data" section of the appendix of this wizard for more details on data import.@
|
HelpUrl5*3https://academy.quintiq.com/course/view.php?id=1243
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TableName*
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*Routings/
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Id*[151892.2.673723101]
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IdOwner*
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|
Name *Manage the sales hierarchy"
|
ParentId*[151892.2.673723078]
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|
SequenceNr
|
Description*þIn Macro Planner, customers are organized into a sales hierarchy. A sales hierarchy consists of multiple level of sales segments, from the highest (all customers) to the lowest (a specific customer).
|
|
Sales segments define markets from which sales demands arise. The segmentation of market is generally done along geographic, demographic and or psychographic lines. Sales segments may represent customers, customer groups or market segments.
|
|
Open the "Sales hierarchy" view by clicking on "Open view" button below.
|
Sales levels and sales segments can be managed in the Sales hierarchy tab.
|
|
Note: sales segments can be imported/exported as part of the "Entities" group. Refer to "Import data" section of the appendix of this wizard for more details on data import.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12261&chapterid=18696
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TableName*
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View*Sales hierarchy/
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Id*[151892.2.673723102]
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ImportedSequenceNr
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Name*[Optional] Blending"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr©
|
Description*In certain cases, a product can be made out of a blend of ingredients.
|
The standard operation and input groups (as introduced in the previous section) however, is not capable of handling a dynamic bill-of-materials which contains products (both input and output) that are a composition of ingredients.
|
|
Blending functionality allows the optimization of the input product mix for dynamic bill-of-materials.@
|
HelpUrl5*3https://academy.quintiq.com/course/view.php?id=1219
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TableName*
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Id*[151892.2.673723103]
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IdOwner*
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Name*Excel"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr
|
Descriptionö*óTo import data from Excel:
|
|
- Click on the "Direct import" button (green arrow) on the application toolbar. The import dialog will pop up.
|
- Make sure that the source of the import type is set to "Excel".
|
- Click the "Browse" button to navigate to the location in which your Excel files are located.
|
- Check all relevant checkboxes.
|
- Click on "Import".
|
|
Depending on how large your dataset is, the import (and export) process may take a few seconds up to a couple of minutes to complete. In the meantime, the application will not respond to further inputs. A light blue box may also appear to indicate the progress of the import if the import lasts more than 2 seconds.
|
|
Once the import is complete, take a look at the icon on the "Import all" button:
|
- If it remains the same (green arrow): congratulations, your import is successful!
|
- If what you see is an icon with a red cross: the import process contains some errors. Usually it is due to an invalid mapping between the Excel file(s) and the EDI brokers.C
|
HelpUrl8*6https://academy.quintiq.com/mod/book/view.php?id=13135
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Id*[151892.2.673723104]
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ImportedSequenceNr
|
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|
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|
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|
Name*Define supplier routings"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr
|
Description*Now that you have created a supplier resource, you need to specify which products can be supplied by this resource.
|
This is done through the definition of Supplier Routings.
|
Generally, one routing is defined by product for each of the locations it can be supplied to.C
|
HelpUrl8*6https://academy.quintiq.com/mod/book/view.php?id=12614
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Id*[151892.2.673723105]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
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|
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|
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|
Name*Define supply costs"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr±
|
Description¡*Supply costs can be defined in the Cost tab of the Operation dialog.
|
The operation dialog can be opened by double-clicking on an operation (blue box within a routing).
|
|
Right-click in the Cost list and select "New" menu:
|
- Select "Sourcing cost" as Account
|
- Select "Volume" as Cost driver
|
- Define a supply cost per unit in the cost section.
|
|
An introduction to Macro Planner accounts and cost drivers can be found in "Financial impact analysis" e-learning (by clicking on the help button below).
|
|
Note: operation costs can be imported/exported as part of the "Costs" group. Refer to "Import data" section of the appendix of this wizard for more details on data import.@
|
HelpUrl5*3https://academy.quintiq.com/course/view.php?id=1243
|
IsImage
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TableName*
|
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|
*Routings/
|
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Id*[151892.2.673723106]
|
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|
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|
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|
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|
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Name*[Optional] Campaigns"
|
ParentId*[151892.2.673723078]
|
|
SequenceNrÖ
|
DescriptionÆ*ÃSetup time is the period whereby it is used to prepare a device, process or system for it be ready to function or accept a job. In production, setup times are often unavoidable when switching between different tasks on the same unit.
|
|
In Macro Planner, campaigns are introduced to allow the planner to simulate a prolonged production of a single or a set of products, which would result in efficient production due to the minimal setup times incurred.@
|
HelpUrl5*3https://academy.quintiq.com/course/view.php?id=1222
|
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TableName*
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Id*[151892.2.673723107]
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|
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|
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|
Name* Manage users"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr
|
Description*Workflow is all about users and the collaboration between them. In order to assign activities and steps to users, the application needs to have a notion of the users that play a role in the S&OP process. The framework offers the functionality to manage the users and their roles, as well as the user profiles containing user-specific information such as contact details, areas of expertise, etc.
|
|
Open the "Users and roles" view by clicking on "Open view" button below.
|
|
The Roles list on the right shows all the roles that are defined in the system and their primary user.
|
|
Note: user administration is not handled in Macro Planner: any user should first be registered via the common Quintiq user administration functionality, which is handled outside the application in the user administrator tool. Here the user administrator can specify which users have access to the application and which roles they are assigned to.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=13873&chapterid=22604
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TableName*
|
View*Users and roles/
|
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Id*[151892.2.673723108]
|
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|
ImportedSequenceNr
|
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|
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|
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|
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|
Name * Define supply specifications"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr
|
Description*Supply specifications allow to model supply contract modalities.
|
|
Supply specifications allow to define time-dependent constraints for a given supplier:
|
- Minimum supply quantity
|
- Maximum supply quantity
|
- Target supply quantity
|
These can be global or product-dependent.
|
|
Navigate to the "Supply specifications" form by clicking on "Open view" button below.
|
To create a supply specification, right-click on Supply Specifications list and select "New" menu.
|
|
Note: supply specifications can be imported/exported as part of the "Supply specifications" group. Refer to "Import data" section of the appendix of this wizard for more details on data import.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12627&chapterid=19768
|
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|
View*Unit capacities/
|
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Id*[151892.2.673723109]
|
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|
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|
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|
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|
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|
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|
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|
Name* Data exchange"
|
ParentId*[151892.2.673723078]
|
|
SequenceNrÆ
|
Description¶ *³ Skip this step if your Macro Planner application was not installed together with a Demand Planner application.
|
|
The Data Exchange framework allows to exchange data between Demand Planner and Macro Planner.
|
This step will explain how to import Sales Demands (i.e. forecast) from Demand Planner to Macro Planner.
|
|
1) Export unconstrained forecast from Demand Planner:
|
The first stage in which you transfer data from Demand Planner to Macro Planner is after you forecasted the unconstrained demand. When this stage is done, you can export your forecasted demand from anywhere in the application by selecting the export button (green arrow) in Demand Planner toolbar. Choose as destination "Data manager" to make it possible to import it again in Macro Planner.
|
|
2) Import unconstrained forecast in Macro Planner:
|
The unconstrained demand is exported as a set with the given name, which is then retrievable in Macro Planner.
|
- In Macro Planner, click on the âImport all' button (green arrow) on the application toolbar. The import dialog will pop up.
|
- Make sure that the source of the import type is set to "Data Exchange".
|
- Tick Sales demand checkbox and select the set to be imported as sales demand.@
|
HelpUrl5*3https://academy.quintiq.com/course/view.php?id=1193
|
IsImage
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TableName*
|
|
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|
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|
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|
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|
Id*[151892.2.673723110]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
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|
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|
Name*Optimizer strategies"
|
ParentId*[151892.2.673723078]
|
|
SequenceNrÜ
|
DescriptionÌ*ÉMacro Planner optimizer makes use of strategies, which allows user to specify:
|
- The goals should be considered by the optimizer
|
- The relative importance of each of these goals (e.g. fulfillment should be prioritized compared to global cost minimization).
|
|
This section will explain how to configure the optimizer strategies according to the business goals.
|
|
To manage optimizer strategies, click on the gear button on the main toolbar. The optimizer dialog will pop up.
|
Macro Planner provides a standard set of strategies which are available in the strategy drop-down list.
|
|
Click on "..." button next to the strategy drop-down list to open the Strategy dialog.
|
You can select an existing strategy to edit using the dropdown list or click on the right button to create a new strategy.
|
|
An optimizer strategy is defined by selecting the active KPIs (on the left side of the dialog). Inactive goals are visible in the right side of the dialog and may be added to the strategy using the blue arrow buttons.
|
By default, Macro Planner offers many different KPIs (e.g. Fulfillment, Unit & stocking point capacity violations, Transportation costs, Inventory costs, Revenue, etc.).
|
|
Strategies allow to prioritize certain KPIs by defining multiple levels of priority:
|
For each strategy level you can define which KPIs should be considered. When you run the optimizer, it will optimize the strategy levels sequentially, starting from the lowest level (level 1) to the highest. For each strategy level, the optimizer will optimize the KPIs of the current level while making sure that the KPIs of the previous levels do not become worse than in the solution obtained on the previous levels.
|
|
Note: optimizer strategies can be imported/exported as part of the "Strategies" group. Refer to "Import data" section of the appendix of this wizard for more details on data import.@
|
HelpUrl5*3https://academy.quintiq.com/course/view.php?id=1017
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TableName*
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Id*[151892.2.673723111]
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IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
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|
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|
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|
Name*3. Planning horizon"
|
ParentId*[151892.2.673723078]
|
|
SequenceNrº
|
Descriptionª*§In Macro Planner, periods are used to represent the discrete time buckets in which the planning is performed or visualized.
|
|
In this section, you will be explained how to set up the periods and how to use multiple period specifications to allow for planning or visualization at different levels.@
|
HelpUrl5*3https://academy.quintiq.com/course/view.php?id=1238
|
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|
TableName*
|
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|
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Id*[151892.2.673723112]
|
IdOwner*
|
ImportedSequenceNr
|
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|
IsCurrent
|
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|
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|
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|
Name*Authorizations"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr
|
Description*þMacro Planner supports the definition of Functionality authorizations, meaning that it can only allow certain user groups to use a given functionality. Authorizing a user on a functionality needs to be done via the User Administrator application.
|
|
Via Forms > Administration > Functionality authorization you can see for which functionalities you are authorized. If you hover over the labels, you will see a short explanation of the functionality. The Administrator can always see and use all functionalities.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12070&chapterid=23554
|
IsImage
|
TableName*
|
|
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|
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Id*[151892.2.673723113]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
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|
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|
Name*2. Demand management"
|
ParentId*[151892.2.673723078]
|
|
SequenceNrÂ
|
Description²*¯This section will help you:
|
|
- Define the sales hierarchy.
|
- Import the forecast from an external system: forecasts are generally imported from a demand planning or forecasting application, such as Quintiq Demand Planner.
|
- Perform quick adjustments on the demand to test different scenarios.
|
- Define additional settings, such as priorities, postponement rules and fulfillment restrictions (see "Advanced configuration" section).@
|
HelpUrl5*3https://academy.quintiq.com/course/view.php?id=1191
|
IsImage
|
TableName*
|
|
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|
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Id*[151892.2.673723114]
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|
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|
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|
IsCurrent
|
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|
IsFirstStep
|
IsSkipped
|
Name * Verify data"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr½
|
Description*ªVerify the validity of your current production process definition by checking the following sanity check groups:
|
|
Stocking points:
|
- StockingPoint
|
- StockingPointCapacity
|
|
Units:
|
- Unit
|
- UnitCapacity
|
- UnitAvailability
|
|
Routings:
|
- Operation
|
- OperationInput
|
- OperationInputGroup
|
- OperationInputSet
|
- OperationLink
|
- OperationOutput
|
- Routing
|
- RoutingStep
|
|
Campaigns:
|
- CampaignType_MP
|
- OperationInCampaignType
|
|
Refer to "How to verify data" section of the appendix at the end of this wizard for more information on sanity checks.
|
HelpUrl*
|
IsImage
|
TableName*
|
|
View* /
|
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Id*[151892.2.673723115]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped
|
Name * Verify data"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr
|
Descriptionñ*îVerify the validity of your currency and unit of measure definitions by checking the following sanity check groups:
|
|
- Currency_MP
|
- CurrencyRate_MP
|
- UnitOfMeasure_MP
|
|
Refer to "How to verify data" section of the appendix at the end of this wizard for more information on sanity checks.
|
|
Note: units of measure and currencies can be imported/exported as part of the "Supply chain parameters" group. Refer to "Import data" section of the appendix of this wizard for more details on data import.
|
HelpUrl*
|
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TableName*
|
|
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|
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Id*[151892.2.673723116]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped
|
Name*Define activities"
|
ParentId*[151892.2.673723078]
|
|
SequenceNrí
|
DescriptionÝ*ÚS&OP is a cyclic process with recurring activities. Defining an activity consists in providing a description of what the activity is about, but also information about who the activity is assigned to and when it is due with respect to the start of the cycle.
|
|
An activity definition is a template for an activity that occurs every cycle. Activity definitions are managed in the same place as step definitions (in the "Process definitions" view, which can be opened by clicking on the "Open view" button below).
|
The Step definitions from is a master-detail list that shows the activity definitions for the selected step definition(s).
|
|
To create an activity definition, right-click on Activity definitions list to select "New" menu.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=13873&chapterid=22597
|
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TableName*
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View*Process definitions/
|
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Id*[151892.2.673723117]
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|
ImportedSequenceNr
|
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|
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Name*4. Other configuration"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr«
|
Description*This section will guide you through the configuration of:
|
|
- Global parameters: define default values and thresholds, planning and visualization horizons, optimizer settings, lead time logic...
|
- Optimizer strategies: define strategies by specifying which constraints and goals should be considered by the optimizer.
|
- S&OP workflow: Workflow enables collaboration between multiple users throughout the different stages of the planning process.Define workflow activities and assign these to users.
|
- Authorizations: define functionality authorizations to specify which actions can be performed by specific people.
|
- Resource protection: specify sizing limitations.
|
HelpUrl*
|
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|
|
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|
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Id*[151892.2.673723118]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
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|
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|
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|
Name*Production routings"
|
ParentId*[151892.2.673723078]
|
|
SequenceNrÊ
|
Descriptionº*·Now that you have created a production resource, you need to specify how it will be used by defining the bill-of-materials.
|
This is done through the definition of Production Routings.C
|
HelpUrl8*6https://academy.quintiq.com/mod/book/view.php?id=12614
|
IsImage
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|
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|
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Id*[151892.2.673723119]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
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|
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|
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|
Name *Postponement specifications"
|
ParentId*[151892.2.673723078]
|
|
SequenceNrÔ
|
DescriptionÄ*ÁA sales demand may be postponed when there is no available supply quantity on the period on which the demand is set. Macro Planner supports the postponement of a sales demand for it to be fulfilled on a later period.
|
|
By default, sales demands are considered non-postponable. User can configure postponement settings by defining postponement specifications.
|
|
Postponement specifications allow to define:
|
- For which customers can sales demands be postponed
|
- On which horizon (e.g. postponement can only be performed on the first three months of the plan)
|
- By how much time can a sales demand be postponed (e.g. sales demand cannot be postponed by more than one month).
|
|
Open "Postponement Specifications" view by clicking on the "Open view" button below.
|
|
To create a postponement specification, right-click and select "New" menu.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12266&chapterid=24401
|
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TableName* %
|
View *Postponement specifications/
|
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Id*[151892.2.673723120]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped &
|
Name * Define production capacities"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr
|
Descriptioný*úAs seen in the previous step ("Create production units"), production units have a capacity type, which is time or quantity-based.
|
|
This section explains how to set the capacity and related constraints for each of these types.
|
|
This is done by defining the following constraints:
|
|
- Units of capacity type "Time" or "Time aggregation":
|
- Shift pattern
|
- Unit availability
|
|
- Units of capacity type "Quantity" or "Quantity aggregation"
|
- Unit capacity
|
|
You can set all these specifications in the "Unit capacities" view, which can be opened by clicking on "Open view" button below.
|
|
Note: unit capacities can be imported/exported as part of the "Capacities" group. Refer to "Import Data" section of the appendix of this wizard for more details on data import.M
|
HelpUrlB*@https://academy.quintiq.com/mod/book/view.php?id=12627&x=21&y=17
|
IsImage
|
TableName*
|
View*Unit capacities/
|
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Id*[151892.2.673723121]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
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|
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|
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|
Name*Define transition types"
|
ParentId*[151892.2.673723078]
|
|
SequenceNrÐ
|
DescriptionÀ*½A transition occurs when switching from one campaign to another campaign. Similarly to campaign types, a transition type specifies the collection of operations that can be performed within the specified transition duration between 2 campaigns. Transition types also allow to specify the minimum and maximum duration between two campaign types.
|
|
Transition types can get created between two campaigns types using the "Transition types" matrix.
|
|
A transition type consists of a set of operations: to assign an operation to a transition type, drag&drop the desired operation from the Operations list onto the transition type (in "Transition types" list).
|
|
Note: transition types can be imported/exported as part of the "Campaigns" group. Refer to "Import Data" section of the appendix of this wizard for more details on data import.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12490&chapterid=21210
|
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TableName*
|
View*Campaign types/
|
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Id*[151892.2.673723122]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
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|
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|
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|
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|
Name*Use external supplies"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr
|
Descriptionó*ðExternal supplies allow to define supplies on the root stocking points of the supply chain (i.e. the stocking point you created in the previous step, typically the Plant Raw Material stocking point) without modeling an associated process.
|
External supplies allow you to specify which quantity of which product is supplied to which stocking point, at which date.
|
This decision is provided as an input to Macro Planner, meaning that these quantities will remain FIXED when building the supply plan.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12602&chapterid=19676
|
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|
|
View* -
|
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Id*[151892.2.673723123]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
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|
IsFirstStep
|
IsSkipped #
|
Name*Time-based availabilities"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr j
|
Description[*YThis section only applies to production units of capacity type:
|
- Time
|
- Time Aggregation
|
HelpUrl*
|
IsImage
|
TableName*
|
|
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|
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Id*[151892.2.673723124]
|
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|
ImportedSequenceNr
|
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|
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|
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|
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|
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|
Name*Manage production"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr É
|
Description¹*¶This section will help you define:
|
|
- WHAT products are used or created in the production process (Products). Products can be raw material, intermediate products or finished goods.
|
- WHERE are raw materials, intermediate products or finished goods stored (or where they transit by) (Plant stocking points).
|
- HOW are intermediate products and finished goods created, through the definition of production resources and bill-of-materials (Production resources).
|
|
You may come back to this step at any time to create a new production resource or manage an existing one.
|
HelpUrl*
|
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|
TableName*
|
|
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|
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Id*[151892.2.673723125]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
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|
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|
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|
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|
Name * Verify data"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr¥
|
Description*Verify the validity of your current production process definition by checking the following sanity check groups:
|
|
Stocking points:
|
- StockingPoint
|
|
Units:
|
- Unit
|
- SupplySpecification
|
|
Routings:
|
- Operation
|
- OperationOutput
|
- Routing
|
|
External supplies:
|
- ExternalSupply
|
|
Refer to "How to verify data" section of the appendix at the end of this wizard for more information on sanity checks.
|
HelpUrl*
|
IsImage
|
TableName*
|
|
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|
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|
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|
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|
Id*[151892.2.673723126]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped
|
Name*Plant stocking points"
|
ParentId*[151892.2.673723078]
|
|
SequenceNrÃ
|
Description³*°This section will allow you to define WHERE raw materials, intermediate products or finished goods are stored (or where they transit by).
|
|
Production stocking points represent storage locations for products in a plant.
|
|
A plant is generally modelled using multiple stocking points, e.g.:
|
- A stocking point for raw materials
|
- A stocking point for intermediate products of each production step
|
- A stocking point for finished goodsS
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12593&chapterid=19641
|
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|
TableName*
|
|
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|
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|
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|
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|
Id*[151892.2.673723127]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped
|
Name*Define inventory costs"
|
ParentId*[151892.2.673723078]
|
|
SequenceNrª
|
Description*Inventory costs can be defined on Products In Stocking Points in the "Inventory values and costs" view.
|
|
Select a product in stocking point. Right-click in the "Inventory value and costs" list and select "New" menu:
|
- Select "Inventory holding cost" as Account
|
- Select "Inventory holding" as Cost driver (note: it is also possible to define the inventory holding cost based on the inventory value)
|
- Define an inventory cost per unit in the cost section.
|
|
An introduction to Macro Planner accounts and cost drivers can be found in "Financial impact analysis" e-learning (by clicking on the help button below).
|
|
Note: inventory holding costs can be imported/exported as part of the "Costs" group. Refer to "Import data" section of the appendix of this wizard for more details on data import.@
|
HelpUrl5*3https://academy.quintiq.com/course/view.php?id=1243
|
IsImage
|
TableName* $
|
View *Inventory values and costs/
|
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|
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|
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|
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|
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|
Id*[151892.2.673723128]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped
|
Name*How to verify data"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr
|
Descriptionó*ðNow that you have imported data, you will be able to verify its validity through Macro Planner sanity checks.
|
|
Sanity checks are automatic verifications which can roughly be divided into the following types:
|
- Checks on data correctness
|
- Checks on data completeness
|
- Checks on data links
|
- Checks on planning feasibility
|
- Checks on targets and goals
|
|
The sanity check smiley from the main toolbar provides an overview over data validity:
|
|
- The smiley color indicates the most severe sanity check violation:
|
- Red: there are data issues
|
- Purple: there are data warnings
|
- Orange: there are planning issues
|
- Yellow: there are planning warnings
|
- Blue: there are unclassified errors
|
- Green: there is no identified issue
|
|
- When not green: the number corresponds to the number of most severe sanity check issues
|
- Click on the button for more details.
|
- A message is provided for each sanity check violation to help you solve the issue.
|
- Double-click on the message to open the associated view.@
|
HelpUrl5*3https://academy.quintiq.com/course/view.php?id=1119
|
IsImage
|
TableName*
|
|
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|
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|
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|
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|
Id*[151892.2.673723129]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
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|
Name*Define inventory costs"
|
ParentId*[151892.2.673723078]
|
|
SequenceNrª
|
Description*Inventory costs can be defined on Products In Stocking Points in the "Inventory values and costs" view.
|
|
Select a product in stocking point. Right-click in the "Inventory value and costs" list and select "New" menu:
|
- Select "Inventory holding cost" as Account
|
- Select "Inventory holding" as Cost driver (note: it is also possible to define the inventory holding cost based on the inventory value)
|
- Define an inventory cost per unit in the cost section.
|
|
An introduction to Macro Planner accounts and cost drivers can be found in "Financial impact analysis" e-learning (by clicking on the help button below).
|
|
Note: inventory holding costs can be imported/exported as part of the "Costs" group. Refer to "Import Data" section of the appendix of this wizard for more details on data import.@
|
HelpUrl5*3https://academy.quintiq.com/course/view.php?id=1243
|
IsImage
|
TableName* $
|
View *Inventory values and costs/
|
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|
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|
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|
LibWiz_InitSequence: Ô¢ «æ Áº
|
LibWiz_InitSequence: Ô¢ Úæ Á
|
Id*[151892.2.673723130]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped
|
Name*How to import data"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr
|
Description*Data can be imported from three types of sources:
|
- Excel files
|
- Database
|
- Data Exchange: when used together with a Demand Planner application, forecast will be imported using Data Exchange.
|
|
You may choose to import data from a single or multiple sources. You may also define part of your data manually directly in Macro Planner.
|
Each of these import processes are detailed in the next steps.
|
HelpUrl*
|
IsImage
|
TableName*
|
|
View* /
|
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|
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|
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|
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|
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|
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|
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|
Id*[151892.2.673723131]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped
|
Name*5. Give it a go!"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr
|
Descriptioný *ú Verify that scenario contains no sanity check violation (refer to "Verify Data" step of the appendix at the end of this wizard).
|
|
Ready to start? Let's create your first supply plan using Macro Planner optimizer:
|
|
- Open "Create supply plan" view by clicking on "Open view" button below
|
- Click on the gear button on the main toolbar
|
- The optimizer dialog will pop up
|
- Select 'Default - Infinite' standard strategy: this strategy maximizes demand fulfillment while ignoring resource capacities.
|
- Click on 'OK & Run': the gear button should switch to a red square button while the optimizer is running.
|
|
Once the optimizer run is over, verify the fulfillment KPI:
|
|
- If fulfillment is 100%: Congratulations! This proves that the flows defined in the supply chain you have designed allow to fulfill all sales demands.
|
Please note that this plan was built independently from capacity constraints, as it only intends to verify that no major process (routings and lanes) was omitted from the supply chain definition.
|
|
- If fulfillment is less than 100%:
|
This can be caused by two reasons:
|
- There are missing flows in the supply chain, e.g. missing routings or missing lane/product in lane definitions.
|
- If you have not defined the supply chain from end-to-end (typically if you used external supplies to model the suppliers): it does not necessarily means that flow definitions are missing, as you may simply not have enough supply from the upstream stocking points of your supply chain.
|
A good way to verify this is to re-perform a test by increasing the initial stocks/external supplies, re-run the optimizer and verify that fulfillment is improved.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=11989&chapterid=17910
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View*3. Create supply plan/
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Name *Create transportation lanes"
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ParentId*[151892.2.673723078]
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SequenceNr ¿
|
Description¯*¬Open the Lanes view by clicking on "Open view" button below.
|
|
To create a new lane, right-click on Lanes list and select "New" menu.
|
|
To add stocking points as origins (respectively destinations) of a given lane, select stocking points in the Navigation panel and drag&drop these in the Origins (respectively Destinations) list of the Lane from.
|
This results in creating a lane leg for each couple Origin-Destination. Each leg is represented by a cell in the Laneleg matrix: the origin stocking points are listed vertically while the destination stocking points are listed horizontally.
|
|
Products can be assigned to a Lane by drag&dropping a product from the navigation panel onto a lane. As a result, this product can be carried on any of the active legs of the selected lane.
|
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Note: lanes can be imported/exported as part of the "Lanes" group. Refer to "Import data" section of the appendix of this wizard for more details on data import.S
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HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12621&chapterid=19725
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IdOwner*
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ImportedSequenceNr
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Name"* How to navigate in Macro Planner"
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ParentId*[151892.2.673723078]
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SequenceNr´
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Description¤*¡In Macro Planner, you can browse the supply chain using the navigation panel.
|
The navigation panel is accessible from any view within the application and can be opened using the "Show/Hide navigation panel" button on the main toolbar.
|
|
The panel contains multiple lists:
|
|
1) Stocking points and units pane
|
2) Products pane
|
3) Sales Segments pane
|
4) Periods pane
|
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Selecting items in these lists will result in filtering the elements displayed in the view.
|
|
Next to the Navigation tab, Bookmarks tab allows you to store frequently used selections.@
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HelpUrl5*3https://academy.quintiq.com/course/view.php?id=1511
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View* /
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IdOwner*
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Name*Create supplier units"
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ParentId*[151892.2.673723078]
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SequenceNr ¸
|
Description¨*¥Supplier resources are modelled as Units in Macro Planner.
|
|
Click on "Open view" button below to open the Units view.
|
|
To create a unit, right-click on Units list and select "New" menu. The Unit dialog will pop up:
|
|
- General tab:
|
- If you have a hierarchical unit structure and this unit is not at the highest level, specify the Parent unit. Leaving the check box unchecked results in creating a unit at the highest level.
|
- Specify the unit Name and ID (ID must be unique)
|
- Specify the Unit of Measurement in which supply quantities should be displayed on the unit. Refer to "Create Units of Measure" section of the appendix at the end of this wizard to create a new unit of measurement.
|
- Select the Capacity type of the unit (hover over the label for more explanations).
|
|
- Other tabs allow the definition of more advanced configuration (costs, lot sizes, capacity, advanced settings).
|
|
Note: units can be imported/exported as part of the "Entities" group. Refer to "Import data" section of the appendix of this wizard for more details on data import.S
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HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12588&chapterid=19633
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View*Units/
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IdOwner*
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Name/*-How to define units of measure and currencies"
|
ParentId*[151892.2.673723078]
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SequenceNr·
|
Description§*¤This section will allow you to:
|
|
- Define currencies and their expected conversion rate.
|
- Define units of measurement (e.g. tons, pieces, truckload and container).@
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HelpUrl5*3https://academy.quintiq.com/course/view.php?id=1174
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|
Name*Create supplier routings"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr ¿
|
Description¯*¬Open the Routings view by clicking on "Open view" button below.
|
|
To create a new routing: drag&drop a supplier unit from the Units list onto the Routing list. This will create a new routing that automatically gets a routing step containing an operation for that unit.
|
|
You can then build up the rest of the routing using the canvas of the Routing configurator:
|
- Supplied product should be set as an output of the routing. To specify output products for a given operation: drag an operation (dark blue box) onto the product inside the navigation panel.
|
- This output must be linked to a stocking point (supply stocking point created in the previous step). Drag the stocking point from the navigation panel onto the output to specify that it belongs to the stocking point.
|
|
Note: routings can be imported/exported as part of the "Routings" group. Refer to "Import data" section of the appendix of this wizard for more details on data import.C
|
HelpUrl8*6https://academy.quintiq.com/mod/book/view.php?id=12614
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View
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*Routings/
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Id*[151892.2.673723137]
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IdOwner*
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|
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|
Name*Create external supplies"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr ²
|
Description¢*Open "External supplies" view by clicking on the "Open view" button below.
|
|
To create an external supply, right-click on "New" context menu of External supply form and specify:
|
- The product that is supplied
|
- To which stocking point
|
- At which date
|
- The quantity that is supplied
|
|
Click on the help button below for more information on external supplies.
|
|
Note: external supplies can be imported/exported as part of the "External supplies" group. Refer to "Import data" section of the appendix of this wizard for more details on data import.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12602&chapterid=19676
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TableName*
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View*Inventory supplies/
|
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Id*[151892.2.673723138]
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IdOwner*
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|
Name*Configure S&OP Workflow"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr¤
|
Description*S&OP Workflow functionality is designed to:
|
- Help S&OP managers to manage the cycles and the recurring steps and activities in those cycles
|
- Guide S&OP participants through the different process steps of the active cycle
|
- Enable participants to collaborate and create tasks for themselves and for others
|
- Measure the workflow progress through clear KPIs
|
|
The workflow framework is available for Macro Planner individually, but also in a solution which includes Demand Planner application. The workflow framework allows to synchronize the workflow data between the two applications in order to provide a truly integrated solution.
|
|
Setting up the process consists in:
|
- Defining the workflow steps
|
- Defining the workflow activities
|
- Managing the cycles
|
- Managing the users.@
|
HelpUrl5*3https://academy.quintiq.com/course/view.php?id=1391
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|
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|
Name *Define transportation lanes"
|
ParentId*[151892.2.673723078]
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|
SequenceNr
|
Description*Lanes are used to model the transportation in your supply chain.
|
Lanes allow to define transportation routes between possible origin and destination stocking points, as well as which products can be transported, at which cost, with which transportation lead time.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12621&chapterid=19721
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View* /
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|
Name(*&Introduction to Macro Planner concepts"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr Î
|
Description¾*»Macro Planner makes use of the following concepts:
|
|
- Units: resources (e.g. plants, suppliers, tollers, etc).
|
- Stocking points: warehouses, storage or WIP locations.
|
- Products: raw materials, finished goods or WIP stored products.
|
- Routings: a combination of bill-of-materials and bill-of-operations.
|
- Lanes/lane legs: transportation routes or legs.
|
- Periods: Macro Planner uses discrete time buckets for planning purposes. Hence, time buckets are also referred to as periods.
|
- Sales demands: collectively refers to aggregated sales orders or forecasted sales demands.
|
|
Refer to the Supply Chain Design Overview e-learning (by clicking on the help button below) for a small real-life example.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12580&chapterid=19609
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Id*[151892.2.673723141]
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|
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|
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|
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|
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|
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|
Name * Define external supply costs"
|
ParentId*[151892.2.673723078]
|
|
SequenceNrÖ
|
DescriptionÆ*ÃExternal supply costs can be defined in the Cost tab of the "External Supply" dialog: right-click in the Cost list and select "New" menu.
|
A dialog will pop-up, pre-filled with the following selection:
|
- Account: Inventory supply cost
|
- Cost driver: Inventory supply
|
|
Leave this default setting and define an external supply cost per unit in the cost section.
|
|
An introduction to Macro Planner accounts and cost drivers can be found in "Financial impact analysis" e-learning (by clicking on the help button below).
|
|
Note: external supply costs can be imported/exported as part of the "Inventory supplies" group. Refer to "Import data" section of the appendix of this wizard for more details on data import.@
|
HelpUrl5*3https://academy.quintiq.com/course/view.php?id=1243
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TableName*
|
View*Inventory supplies/
|
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Id*[151892.2.673723142]
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|
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|
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|
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|
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|
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|
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|
Name*Network stocking points"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr u
|
Descriptionf*dThis section will allow you to define WHERE products can be shipped from, shipped to, or transit by.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12593&chapterid=19641
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|
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|
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|
Name!* Define inventory specifications"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr
|
Description*This optional step will allow you to define product-dependent storage constraints and targets on your network stocking points.
|
|
Inventory specifications allow you to set a minimum and/or maximum and/or target inventory level end on a specific product in stocking point.
|
|
Open the "Inventory targets" view by clicking on "Open view" button below.
|
To create an inventory specification, right-click on the "Inventory specifications" list and select "New" menu.
|
These inventory levels can be set directly in quantity or by specifying a number of days of demand coverage.
|
|
Note: inventory specifications can be imported/exported as part of the "Inventory specifications" group. Refer to "Import data" section of the appendix of this wizard for more details on data import.C
|
HelpUrl8*6https://academy.quintiq.com/mod/book/view.php?id=12707
|
IsImage
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|
View*Inventory targets/
|
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Id*[151892.2.673723144]
|
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|
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|
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|
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|
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|
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|
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|
Name*Resource protection"
|
ParentId*[151892.2.673723078]
|
|
SequenceNrñ
|
Descriptioná*ÞThis step allows you to protect your resources by setting limitations on dataset size, number of (active datasets) and optimizer runs.
|
|
Open Sizing parameters dialog: Edit >Configuration > Sizing parameters
|
|
In the dialog you can define the maximum number of:
|
- Scenarios
|
- Online (i.e. active) scenarios
|
- Product in Stocking Point in Period (PISPIP) instances
|
- Routing instances
|
- Product In Lane instances
|
- Concurrent optimizer run
|
- Number of threads used by the optimizer
|
HelpUrl*
|
IsImage
|
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|
|
View* /
|
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Id*[151892.2.673723145]
|
IdOwner*
|
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|
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|
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|
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|
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|
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|
Name*Create production units"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr þ
|
Descriptionî*ëClick on "Open view" button below to open the Units view.
|
|
To create a unit, right-click on Units list and select "New" menu. The Unit dialog will pop up:
|
|
- General tab:
|
- If you have a hierarchical unit structure and this unit is not at the highest level, specify the Parent unit. Leaving the check box unchecked results in creating a unit at the highest level.
|
- Specify the unit Name and ID (ID must be unique)
|
- Specify the Unit of Measurement in which supply quantities should be displayed on the unit.
|
- Select the Capacity type according to the desired characteristics of the unit.
|
|
- Other tabs allow the definition of more advanced configuration (costs, lot sizes, capacity, advanced settings).
|
|
Note: units can be imported/exported as part of the "Entities" group. Refer to "Import Data" section of the appendix of this wizard for more details on data import.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12588&chapterid=19635
|
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|
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Id*[151892.2.673723146]
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|
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|
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|
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|
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|
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|
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|
Name* Manage cycles"
|
ParentId*[151892.2.673723078]
|
|
SequenceNrâ
|
DescriptionÒ*ÏThe S&OP process is carried out in recurring cycles, which are often monthly and start at a certain day in the month. In the workflow framework, you can define the cycles and set their start dates.
|
|
Open the Cycles view by clicking on "Open view" button below.
|
|
To create a new cycle, right-click on Cycles list and select "New" menu.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=13873&chapterid=22600
|
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TableName*
|
View*Cycles/
|
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Id*[151892.2.673723147]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
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|
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|
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|
IsSkipped %
|
Name *Define transportation costs"
|
ParentId*[151892.2.673723078]
|
|
SequenceNrÊ
|
Descriptionº*·Transportation costs can be defined in two places:
|
|
1) Cost tab of the Lane dialog: allows to define a default transportation cost on the Lane. It will apply to all associated Lane Legs, IF not re-defined on the Lane Leg.
|
Right-click in the Cost list and select "New" menu:
|
- Select "Transportation cost" as Account
|
- Select "Volume" as Cost driver (note: it is also possible to define a cost per time or per lot)
|
- Define a transportation cost per unit in the cost section.
|
|
2) Cost tab of the Lane Leg dialog: allows to override the Lane default transportation cost for a given Lane Leg.
|
The Lane Leg dialog can be opened by double-clicking on a Lane Leg (cell of the Lane Leg matrix): right-click in the Cost list and select "New" menu.
|
|
An introduction to Macro Planner accounts and cost drivers can be found in "Financial impact analysis" e-learning (by clicking on the help button below).
|
|
Note: transportation costs can be imported/exported as part of the "Costs" group. Refer to "Import data" section of the appendix of this wizard for more details on data import.@
|
HelpUrl5*3https://academy.quintiq.com/course/view.php?id=1243
|
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TableName*
|
View*Lanes/
|
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|
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|
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Id*[151892.2.673723148]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped
|
Name*Supply stocking points"
|
ParentId*[151892.2.673723078]
|
|
SequenceNrÏ
|
Description¿*¼This section will allow you to define WHERE products can be supplied to by a given supplier.
|
|
Typically, supplies of raw material are delivered to a plant warehouse.
|
You therefore need to define a stocking point for that plant warehouse.
|
|
Click on "Open view" button below to open the Stocking points view.
|
|
To create a stocking point, right-click on Stocking points list and select "New" menu.
|
|
Note: stocking points can be imported/exported as part of the "Entities" group. Refer to "Import data" section of the appendix of this wizard for more details on data import.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12593&chapterid=19644
|
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|
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|
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Id*[151892.2.673723149]
|
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|
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|
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|
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|
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|
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|
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|
Name*Unit availabilities"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr¨
|
Description*The capacity for time-based units is measured in hours of availability. Macro Planner derives this availability per period from the shift pattern of the unit. The rates of the operations defined on the unit then determine the quantity it can produce in the available time.
|
|
If you want to override the default availability derived for time-based units, you can do so in the "Unit availability" form of the view "Unit capacities" (click on "Open view" button below).
|
|
To create a unit availability, right-click and select "New" menu.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12627&chapterid=19765
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TableName*
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View*Unit capacities/
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Id*[151892.2.673723150]
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IdOwner*
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ImportedSequenceNr
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IsCompleted
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IsCurrent
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IsEnabled
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|
Name*Transportation resources"
|
ParentId*[151892.2.673723078]
|
|
SequenceNrr
|
Descriptionc*aThis section will allow you to define HOW products can transit within the transportation network.
|
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|
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|
|
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|
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Name
|
*Database"
|
ParentId*[151892.2.673723078]
|
|
SequenceNrä
|
DescriptionÔ*ÑSkip this step if your Macro Planner application does not make use of a database source.
|
|
To import data (partially or exclusively) from a database, you first need to define import profiles.
|
An import profile is a specification of which data to source from where. Here the source can be either the database or Excel files.
|
|
To manage and execute import profiles, click on the orange import button on the application toolbar. This opens the Import profiles dialog.
|
|
To create an import profile, use the "New" context menu in the dialog to bring up the import profile creation dialog.
|
Here you can specify per object group if you want to include it in the profile and, if so, whether to source it from Excel or from the database. If any of the included object groups is sourced from Excel, you need to specify the path where to find the Excel files.
|
|
Use the button on the bottom of the screen to execute the active profiles, or a context menu to execute any selected profile.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=13136&chapterid=20918
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Id*[151892.2.673723152]
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IdOwner*
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ImportedSequenceNr
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IsCompleted
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|
Name*Sales demand priorities"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr ù
|
Descriptioné*æPriorities allow to specify that the fulfillment of some sales demands is more important than others.
|
You may for instance want to prioritize sales demands that fall early in the horizon or sales demands from a key customer.
|
|
Click on "Open view" button below to open the Priorities view.
|
|
To create a priority, right-click on Units list and select "New" menu.
|
|
To assign the priority to sales demands, select one or many sales demands and right-click on "Edit" menu.
|
The priority will be visible in the Priority drop-down list of the Sales Demand dialog.
|
|
It is later possible to use priorities as a goal in an optimizer strategy. Refer to "Optimizer strategies" section of this wizard for more information on optimizer strategy definition.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12266&chapterid=18708
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View *
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Priorities/
|
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Id*[151892.2.673723153]
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IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
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IsFirstStep
|
IsSkipped
|
Name * Verify data"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr
|
Description*Verify the validity of your current transportation network by checking the following sanity check groups:
|
|
Stocking points:
|
- StockingPoint
|
- StockingPointCapacity
|
|
Units:
|
- Unit
|
- UnitCapacity
|
- TransportCapacity
|
|
Lanes:
|
- Lane
|
- LaneCost
|
- LaneLeg
|
- ProductInLane
|
|
Refer to "How to verify data" section of the appendix at the end of this wizard for more information on sanity checks.
|
HelpUrl*
|
IsImage
|
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|
|
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|
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Id*[151892.2.673723154]
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|
ImportedSequenceNr
|
IsCompleted
|
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|
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|
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|
Name*Supply processes"
|
ParentId*[151892.2.673723078]
|
|
SequenceNrñ
|
Explanationá*ÞThis section will allow you to define HOW products can be supplied to a given location, by a given supplier.
|
|
To model the injection of products into the supply chain, you can either define external supplies or model supplier resources. Please select one of the two options:
|
|
1) Use external supplies
|
External supplies allow to define supplies on the root stocking points of the supply chain (i.e. the stocking point you created in the previous step, typically the Plant Raw Material stocking point) without modeling an associated process.
|
|
2) Use supplier resources
|
This option provides more liberty for Macro Planner to decide on which quantities should be supplied, by which supplier, to a given location.
|
Selecting this option will allow you to manage supplier resources (possibly involving supply specifications, e.g. minimum or maximum volume commitments).
|
HelpUrl*
|
QuestionText* /
|
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Id*[151892.2.673723155]
|
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|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped
|
Name*Use supplier resources"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr
|
Description*This section will allow you to:
|
|
- Define supplier resources (possibly involving supply specifications, e.g. minimum or maximum volume commitments).
|
- Define supplier routings: specify which products can be supplied by a given supplier, at a given location.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12588&chapterid=19633
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IsImage
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TableName*
|
|
View* -
|
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Id*[151892.2.673723156]
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IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
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|
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|
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|
Name * Verify data"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr
|
Description
*Verify the validity of your planning horizon definition by checking the following sanity check groups:
|
|
- MacroPlan
|
- PeriodSpecifications
|
|
Refer to "How to verify data" section of the appendix at the end of this wizard for more information on sanity checks.
|
HelpUrl*
|
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|
TableName*
|
|
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|
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Id*[151892.2.673723157]
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|
ImportedSequenceNr
|
IsCompleted
|
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|
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|
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|
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|
Name *Create transportation units"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr
|
Description*Transportation Resources are modelled as Units in Macro Planner.
|
|
Click on 'Open view' button below to open the Units view.
|
|
To create a unit, right-click on Units list and select "New" menu. The Unit dialog will pop up:
|
|
- General tab:
|
- If you have a hierarchical unit structure and this unit is not at the highest level, specify the Parent unit. Leaving the check box unchecked results in creating a unit at the highest level.
|
- Specify the unit Name and ID (ID must be unique)
|
- Specify the Unit of Measurement in which supply quantities should be displayed on the unit. Refer to "Create Units of Measure" section of the appendix at the end of this wizard to create a new unit of measurement.
|
- Set the Capacity type to Transport time or Transport quantity.
|
|
- Other tabs allow the definition of more advanced configuration (costs, capacity, advanced settings).
|
|
Note: units can be imported/exported as part of the "Entities" group. Refer to "Import data" section of the appendix of this wizard for more details on data import.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12588&chapterid=19633
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IsImage
|
TableName*
|
View*Units/
|
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Id*[151892.2.673723158]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped
|
Name*Adjust forecasts"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr
|
Description*Macro Planner allows the adjustment of sales demand quantities in order to quickly create what-if scenarios to investigate the consequences.
|
|
Open "Forecasts" view by clicking on "Open view" button below.
|
|
Click on "Adjust quantity" menu on Forecasts list. It allows you to adjust the quantity of the selected forecasts. The adjustment options are:
|
- Set to a specified quantity
|
- Add an absolute quantity (enter a negative value to subtract)
|
- Multiply by a factor
|
- Add a percentage of the quantity (enter a negative value to subtract)S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12266&chapterid=18710
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IsImage
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|
View * Forecasts/
|
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Id*[151892.2.673723159]
|
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|
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|
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|
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|
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|
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|
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|
Name!* Define inventory specifications"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr
|
Description*þThis optional step will allow you to define product-dependent storage constraints and targets on your plant stocking points.
|
|
Inventory specifications allow you to set a minimum and/or maximum and/or target inventory level end on a specific product in stocking point.
|
|
Open the "Inventory targets" view by clicking on "Open view" button below.
|
To create an inventory specification, right-click on the "Inventory specifications" list and select "New" menu.
|
These inventory levels can be set directly in quantity or by specifying a number of days of demand coverage.
|
|
Note: inventory specifications can be imported/exported as part of the "Inventory specifications" group. Refer to "Import data" section of the appendix of this wizard for more details on data import.C
|
HelpUrl8*6https://academy.quintiq.com/mod/book/view.php?id=12707
|
IsImage
|
TableName*
|
View*Inventory targets/
|
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|
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|
Id*[151892.2.673723160]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped !
|
Name*Define blending recipes"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr ý
|
Descriptioní*êThe capability to blend is enabled by the recipes and ingredients feature in Macro Planner.
|
|
Open the "Recipes" view by clicking on the "Open view" button below.
|
|
Recipes allow to define the composition of a given product. A recipe consists of a list of ingredients. Each ingredient within a recipe has a tolerance defined by a minimum and maximum ratio. This tolerance defines the allowed range of the ingredient for the recipe to be valid.
|
|
- To create an ingredient, right-click on Ingredients list and select "New" menu.
|
- To create a recipe, right-click on Recipes list and select "New" menu.
|
- Ingredients can be assigned to recipes by drag&dropping an ingredient onto a recipe. You can later specify the minimum, maximum and nominal ratios of the ingredient within the recipe.
|
- You can later assign a recipe to a product by drag&dropping the recipe onto the product.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12459&chapterid=19207
|
IsImage
|
TableName*
|
View *Recipes/
|
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|
LibWiz_InitManualStep: Ô¢ ùæ Á
|
Id*[151892.2.673723161]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped
|
Name*Create stocking points"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr Ø
|
DescriptionÈ*ÅTo create a stocking point, right-click on Stocking points list and select "New" menu. The Stocking Point dialog will pop up:
|
|
- General tab:
|
- Select, if relevant, the unit to which the stocking point belongs.
|
- Specify the stocking point Name and ID
|
- Specify the Unit of Measurement in which inventory should be displayed on the stocking point. Refer to "Create Units of Measure" section of the appendix at the end of this wizard to create a new unit of measurement.
|
- Specify whether the stocking point is of infinite capacity (i.e. no maximum inventory)
|
|
- Other tabs allow the definition of more advanced configuration (costs, advanced settings).
|
|
Note: stocking points can be imported/exported as part of the "Entities" group. Refer to "Import data" section of the appendix of this wizard for more details on data import.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12593&chapterid=19643
|
IsImage
|
TableName*
|
View*Stocking points/
|
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|
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|
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|
Id*[151892.2.673723162]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped
|
Name
|
*Products"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr ç
|
Description× *Ô This section will allow you to define WHAT products are used or created in the production process. Products can be raw material, intermediate products or finished goods.
|
|
Open the Products view by clicking on "Open view" button below.
|
|
In the products form you see two lists:
|
- Product levels: allows you to define the levels in your product hierarchy
|
- Products: allows you to define the products in the system. Each product belongs to a product level.
|
|
To create a product level, right-click on Product levels list and select "New" menu.
|
|
To create a product, right-click on Products list and select "New" menu. The Product dialog will pop-up:
|
- General tab:
|
- Parent product: specify the place of the product in the hierarchy.
|
- Specify the Name and ID of the product.
|
- Select the Unit of measurement you want to visualize the product in. Refer to "Create Units of Measure" section of the appendix at the end of this wizard to create a new unit of measurement.
|
|
- Other tabs allow the definition of more advanced configuration (costs, advanced settings).
|
|
Note: products can be imported/exported as part of the "Products" group. Refer to "Import Data" section of the appendix of this wizard for more details on data import.C
|
HelpUrl8*6https://academy.quintiq.com/mod/book/view.php?id=12601
|
IsImage
|
TableName*
|
View
|
*Products/
|
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|
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|
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|
|
LibWiz_InitManualStep: Ô¢ ûæ Á
|
Id*[151892.2.673723163]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped
|
Name*Define campaign types"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr ß
|
DescriptionÏ*ÌA campaign type specifies the collection of operations that can be performed within the campaign on a certain unit.
|
|
Open the "Campaign types" view by clicking on "Open view" button below.
|
|
To create a campaign type, right-click on Campaign types list and select "New" menu.
|
Specify the production unit to which this campaign type belongs, as well as the campaign type name. You may also define the default minimal and maximal quantities that should be processed during campaigns of that type.
|
|
A campaign type consists of a set of operations: to assign an operation to a campaign type, drag&drop the desired operation from the Operations list onto the campaign type.
|
|
Note: campaign types can be imported/exported as part of the "Campaigns" group. Refer to "Import Data" section of the appendix of this wizard for more details on data import.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12490&chapterid=19313
|
IsImage
|
TableName*
|
View*Campaign types/
|
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|
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|
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|
Id*[151892.2.673723164]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped
|
Name*Fulfillment targets"
|
ParentId*[151892.2.673723078]
|
|
SequenceNrã
|
DescriptionÓ*ÐFulfillment targets are objectives of service level.
|
These can be customer, stocking point and product dependent.
|
|
Fulfillment targets can be used as a goal in an optimizer strategy. Refer to "Optimizer Strategies" section of this wizard for more information on optimizer strategy definition.
|
|
Open "Sales hierarchy" view by clicking on the "Open view" button below.
|
|
To create a fulfillment target, right-click in "Fulfillment targets" list and select "New" menu.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12266&chapterid=18711
|
IsImage
|
TableName*
|
View*Sales hierarchy/
|
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Id*[151892.2.673723165]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped &
|
Name * Create period specifications"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr ë
|
DescriptionÛ*ØThe periods and the horizon are defined by the period specifications.
|
You can define multiple period specifications (e.g. Weekly, Monthly, Quarterly, and Yearly), which can be used for planning or visualization.
|
|
Open "Periods" view by clicking on "Open view" button below.
|
|
To create a period specification, right-click on period specification list and select "New" menu.
|
|
Specify:
|
- The period specification ID
|
- The Time unit and the Number of time units, which together determine the duration of your periods.
|
- The Period alignment. This allows you, for instance, to specify that a week should start on a Monday.
|
- Number of periods: specify the number of historical and future periods for this period specification.
|
- Whether this period specification is used for planning or visualization only.
|
|
Note: period specifications can be imported/exported as part of the "Periods" group. Refer to "Import data" section of the appendix of this wizard for more details on data import.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12607&chapterid=19683
|
IsImage
|
TableName*
|
View *Periods/
|
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Id*[151892.2.673723166]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
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|
Name#*!Design the transportation network"
|
ParentId*[151892.2.673723078]
|
|
SequenceNrÐ
|
DescriptionÀ*½This section will help you define:
|
|
- WHERE can products be sent from, delivered to or transit by (Network stocking points).
|
- HOW can products be carried between stocking points (Transportation resources).
|
|
You may come back to this step at any time to create a new transportation resource or manage an existing one.
|
HelpUrl*
|
IsImage
|
TableName*
|
|
View* /
|
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|
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|
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|
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|
Id*[151892.2.673723167]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
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Name *Create production routings"
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ParentId*[151892.2.673723078]
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SequenceNr Æ
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Description¶
|
*³
|
Open the Routings view by clicking on "Open view" button below.
|
|
To create a new routing:
|
- Drag&drop a unit from the Units list onto the Routing list. This will create a new routing that automatically gets a routing step containing an operation for that unit.
|
- Or right-click on Routings list and select "New" menu
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You can then build up the rest of the routing using the canvas of the Routing configurator:
|
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- To specify input products for a given operation: drag a product from the navigation panel onto an operation to set it as an operation input.
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- To specify output products for a given operation: drag an operation onto a product inside the navigation panel set it as an operation output.
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- Inputs and outputs must be linked to a stocking point. Drag a stocking point from the navigation panel onto an operation input (or operation output) to specify that this input (or output) belongs to the stocking point.
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- To create a new routing step, drag&drop a unit from the navigation panel to the routing configurator.
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- To edit an operation input (or output) quantity, double-click on the operation input (ouput). A dialog to edit the quantity will pop-up.
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Note: routings can be imported/exported as part of the "Routings" group. Refer to "Import Data" section of the appendix of this wizard for more details on data import.S
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HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12614&chapterid=19703
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IsImage
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TableName*
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View
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*Routings/
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Parent%
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Id*[151892.2.673723168]
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IdOwner*
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ImportedSequenceNr
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IsCompleted
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IsCurrent
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IsEnabled
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IsFirstStep
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IsSkipped
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Name*Shift patterns"
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ParentId*[151892.2.673723078]
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SequenceNr ¬
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Description*As explained in the previous step, the Time capacity type is based on the availability of the resource. The availability is derived from the Shift pattern, which dictates on which days the resource can be used and for how many hours per day.
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For instance, 24x7 shift pattern represents âalways availableâ while 8x5 represents âavailable during working hoursâ.
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You can define the shift patterns in the "Unit capacities" (by clicking on "Open view" button below) in the "Shift patterns" form.
|
To create or edit a shift pattern, right-click on Shift patterns list and select "New" menu. The Shift Pattern dialog will pop-up:
|
Specify the name of the shift pattern and the duration of the cycle in number of days (e.g. 7 for a weekly pattern).
|
|
The Shifts matrix on the right side of the form shows the days in the cycle for a selected shift pattern. Here you can set the availability per day for this shift pattern.S
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HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12627&chapterid=19764
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IsImage
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TableName*
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View*Unit capacities/
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LibWiz_InitSequence: Ô¢ Óæ Á/
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Id*[151892.2.673723169]
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IdOwner*
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ImportedSequenceNr
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IsCompleted
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IsCurrent
|
IsEnabled
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IsFirstStep
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IsSkipped
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Name*Import forecasts"
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ParentId*[151892.2.673723078]
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SequenceNrÀ
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Description°*Forecasts can be imported from three types of sources:
|
|
1) Excel
|
Forecasts can be imported/exported as part of the "Forecasts" group. Refer to "Excel" step of "How to import data" section in the appendix for more information.
|
|
2) Database
|
To import forecasts from a database: you need to execute an Import Profile which includes "Forecasts" group. Refer to "Database" step of "How to import data" section in the appendix for more information.
|
|
3) Data exchange (when Macro Planner is used together with a Demand Planner application)
|
To import forecasts from Demand Planner application: refer to "Data exchange" step of "How to Import Data" section in the appendix for more information.
|
HelpUrl*
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IsImage
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TableName*
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View* /
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Parent%
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LibWiz_InitSequence: Ô¢ Éæ Á3
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LibWiz_InitManualStep: Ô¢ öæ ÁÞ
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Id*[151892.2.673723170]
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IdOwner*
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ImportedSequenceNr
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IsCompleted
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IsCurrent
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IsEnabled
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IsFirstStep
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IsSkipped
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Name * Verify data"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr¨
|
Description*Verify the validity of your current sales demands by checking the following sanity check groups:
|
|
Sales segments:
|
- SalesLevel_MP
|
- SalesSegment_MP
|
|
Sales demands:
|
- Forecast
|
|
Others configuration:
|
- Priority
|
- ServiceLevel
|
- PostponementSpecification
|
- FulfillmentRestriction
|
|
Refer to "How to verify data" section of the appendix at the end of this wizard for more information on sanity checks.
|
HelpUrl*
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IsImage
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TableName*
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View* /
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Id*[151892.2.673723171]
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IdOwner*
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ImportedSequenceNr
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IsCompleted
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IsCurrent
|
IsEnabled
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IsFirstStep
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IsSkipped $
|
Name *Define blending operations"
|
ParentId*[151892.2.673723078]
|
|
SequenceNrµ
|
Description¥*¢As seen in the previous section, the transformation of input products into output products is defined by operations in Macro Planner.
|
|
An operation is automatically regarded as a blending operation when it meets certain criteria, as described below:
|
- Recipes are needed for both input and output products because they define the nominal composition of the input product as well as the tolerable composition of the output product.
|
- The input products have to be in groups to allow for variation in the input quantity of each individual product.S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=12459&chapterid=19222
|
IsImage
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TableName*
|
View
|
*Routings/
|
Parent%
|
LibWiz_InitSequence: Ô¢ ¾æ Á3
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LibWiz_InitManualStep: Ô¢ øæ Á·
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LibWiz_InitManualStep: Ô¢ ç Á
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Id*[151892.2.673723172]
|
IdOwner*
|
ImportedSequenceNr
|
IsCompleted
|
IsCurrent
|
IsEnabled
|
IsFirstStep
|
IsSkipped !
|
Name*Create step definitions"
|
ParentId*[151892.2.673723078]
|
|
SequenceNr
|
Description*The activities of an S&OP process are generally grouped in different phases, or as we call them: steps.
|
|
A step definition is a template for a step that occurs every cycle.
|
|
To set up the step definitions, open the "Process definitions" view by clicking on "Open view" button below.
|
The list on the left shows the hierarchy of the step definitions.
|
|
To create a new step definition, right-click on Step definition list and select "New" menu.
|
|
Dependencies can be defined between steps. These are shown in the lists Previous and Next for the selected steps. A step depends on another if the associated activities cannot be carried out until the previous step completed.
|
You can create dependencies by drag-and-dropping a step definition onto another one (of which it depends).S
|
HelpUrlH*Fhttps://academy.quintiq.com/mod/book/view.php?id=13873&chapterid=22596
|
IsImage
|
TableName*
|
View*Process definitions/
|
Parent%
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LibWiz_InitSequence: Ô¢ âæ Á/
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OwningLibWiz_Wizard
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WizardManager: Ô¢ Âå Á0
|
Current%
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