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WizardManager_SM: º äå#
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Id* õ|
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Id*[151482.0.77340134]
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IdOwner*
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Name
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*Workflow
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Id*[151482.0.77340135]
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IdOwner*
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Name
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*Tutorial!
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ParentId*[151482.0.77340134]
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SequenceNr ¶
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Description¦*£Welcome to Macro Planner tutorial!
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This wizard will guide you through the steps to create your first demo.
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For each of the steps, you may have access to the following buttons at the bottom of the dialog:
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- "Open view": will re-direct you to the view in which you will be able to perform the current step.
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- Use the "Previous", "Next" and "Skip" button to navigate through the steps.
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- Use the "Make current" menu in the Overview tree on the left to focus on a specific step.
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This wizard can be opened at any time using the Help > Tutorial menu.
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HelpUrl*
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IsImage
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TableName*
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View* 9
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RootOfProcess(
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Id*[151482.0.77340136]
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IdOwner*
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Name*1. Create scenario!
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ParentId*[151482.0.77340134]
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SequenceNr ×
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DescriptionÇ*ÄIn the scenario manager right-click on 'All scenarios' and select âNew scenarioâ¦â.
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In the dialog:
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- Enter âQuiCoâ as the scenario name
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- Uncheck 'Launch Supply chain wizard' checkbox.
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Press OK.
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Please make sure that there is a green check mark beside the scenario named âQuiCoâ which you have just created.
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HelpUrl*
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TableName* )
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View!*2. Manage and compare scenarios,
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Name*2. Define planning periods!
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ParentId*[151482.0.77340134]
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SequenceNrØ
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DescriptionÈ*ÅThe QuiCo S&OP plan has a horizon of 4 quarters.
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Via context menu item 'Edit...' of the list with period specifications (right-click in the list to open the context menu), you can edit the existing period specification called 'Monthly'.
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Give it a suitable ID, e.g. 'Quarterly'. Make sure to select Time unit: Quarter and Number of time units: 1 to define planning periods that span one quarter. Use the default period alignment, and set the number of historical periods to 0 and the number of future periods to 4. The period specifcation should be specified as 'Use for planning'.
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HelpUrl*
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TableName*
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View *Periods,
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Name*3. Define QuiCo plant!
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ParentId*[151482.0.77340134]
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SequenceNr¹
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Description©*¦The QuiCo plant will be modeled by adding a new unit. Right-click on the supply chain overview and select âNew unit...â.
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1) Enter the name 'QuiCo';
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2) Select 'Quantity' as capacity type;
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3) Press OK to create the unit.
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You should now see a square on the map, representing the QuiCo plant.
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HelpUrl*
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IsImage
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TableName* #
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View*6. Visualize supply chain,
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Id*[151482.0.77340139]
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Name*4. Define pulp supplier!
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ParentId*[151482.0.77340134]
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SequenceNr
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Descriptionð*íThe pulp supplier will also be modeled as a unit.
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Just as for the QuiCo plant, right-click on the map and select âNew unitâ¦â.
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1) Enter the name 'Supplier'.
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2) Leave capacity type as 'Infinite'.
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3) Press OK to create the supplier.
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HelpUrl*
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TableName* #
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View*6. Visualize supply chain,
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Name*5. Define stocking point!
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ParentId*[151482.0.77340134]
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SequenceNrÌ
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Description¼*¹A stocking point is used to model the warehouse that is used to store the pulp as well as the quibi.
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Right-click on the map and select âNew stocking point...â to take you to the dialog where you can enter the name of the stocking point âWarehouseâ.
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Uncheck the 'Infinite capacity' checkbox.
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Press OK to create the stocking point.
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The warehouse has a storage capacity of 400 tons.
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Locate the 'Global parameters' from the 'Edit>Configuration' menu on the application toolbar. In the 'Default values' tab, set the default max capacity for stocking point to 400.
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HelpUrl*
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TableName* #
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View*6. Visualize supply chain,
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Id*[151482.0.77340141]
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Name"* 6. Specify capacity of the plant!
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ParentId*[151482.0.77340134]
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SequenceNrÏ
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Description¿*¼The capacity of the plant is 1000 tons per quarter, except in the 3rd quarter when only half the capacity (500) is available.
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First open the navigation panel via the toolbar, and click on the 'Navigate to root' button. Then on the list 'Unit capacities', specify the capacities using the batch edit functionality of the list: select all lines that you want to edit, right-click on one of the selected lines and select âEdit capacityâ¦â from the context menu.
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In the dialog that is now shown check 'Batch edit capacity' and enter the correct value for 'Max capacity'.
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HelpUrl*
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TableName*
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View*Unit capacities,
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Id*[151482.0.77340142]
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Name*7. Define products!
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ParentId*[151482.0.77340134]
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SequenceNrô
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Descriptionä*áQuiCo produces and sells only one product: quibi. To produce it, pulp is required. Define these two products, 'Pulp' and 'Quibi', in list Products.
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Like in previous steps you can create a new item by selecting âNewâ¦â in the context menu (right-click in the list).
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Mind that both products must be defined as highest level in the product hierarchy.
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HelpUrl*
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*Products,
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Name#*!8. Specify inventory holding cost!
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ParentId*[151482.0.77340134]
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SequenceNrÜ
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DescriptionÌ*ÉThere will be cost for storing inventories.
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Edit the product 'Quibi' and in the 'Value & cost' tab, create a new item by selecting the âNewâ¦â context menu from the list.
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Specify the value of Quibi on the account 'Inventory value' with cost driver 'Inventory value' and set the value of inventory for Quibi to 100 Euros.
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Set the annual interest rate of the inventory holding cost to 35%, in the 'Default values' tab of the 'Global parameters' dialog.
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HelpUrl*
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*Products,
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Id*[151482.0.77340144]
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Name$*"9. Create routing for the supplier!
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ParentId*[151482.0.77340134]
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SequenceNrÌ
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Description¼*¹To create a supplier routing, create a new routing by selecting the 'New...' context menu from the 'Routings' list. Give the routing a suitable name.
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Drop the unit 'Supplier' on the routing configurator located on the right of the routing list.
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Supplier step and operation are created on the routing configurator. The operation is represented by a rectangle within the step.
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Edit the cost of the operation by selecting the 'Edit...' context menu on the operation 'Supplier'.
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In the 'Cost' tab, specify a cost by selecting the 'New...' context menu, then charge the cost to the account 'Sourcing costs' with cost driver 'Volume' and set the cost at 40 Euros.
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Now we assign 'Pulp' as an output product to the operation. Drag the supplier operation and drop it on 'Pulp' in the 'Products' list.
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Realized that the product 'Pulp' is colored red in the routing configurator? This is because the product has to be assigned to a stocking point.
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You can assign the product to the stocking point 'Warehouse' by dragging the stocking point and dropping it on the product (red rectangle).
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HelpUrl*
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*Routings,
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Id*[151482.0.77340145]
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Name"* 10. Create routing for the plant!
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ParentId*[151482.0.77340134]
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SequenceNr Í
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Description½*ºNow create a routing for the plant. This operation has pulp as input and quibi as output.
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Create a new routing by selecting the 'New...' context menu from the 'Routings' list. Give the routing a suitable name.
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Drop the unit 'QuiCo' on the routing configurator. Edit the cost of the operation by selecting the 'Edit...' context menu of the operation 'QuiCo' on the routing configurator.
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In the 'Cost' tab, specify a cost by selecting the 'New...' context menu, then charge the cost to the account 'Operating costs' with cost driver 'Volume' and set the cost at 50 Euros
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Add 'Pulp' as an input product of the 'QuiCo' operation by dragging the product and dropping it on the 'QuiCo' operation. Assign product 'Pulp' to the stocking point 'Warehouse'.
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Repeat the step as described in the previous step to assign 'Quibi' in 'Warehouse' as an output product in stocking point of the 'QuiCo' operation.
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You have now succesfully created the required routings!
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HelpUrl*
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*Routings,
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Id*[151482.0.77340146]
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Name*11. Define customer!
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ParentId*[151482.0.77340134]
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SequenceNr
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³
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Description£* Typically the sales hierarchy represents the sales structure of the customer, either from an organizational point of view, or geographically.
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In this scenario it is sufficient to create a single sales segment âAll customersâ by editing the existing sales segment 'All sales segment'.
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HelpUrl*
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Id*[151482.0.77340147]
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Name*12. Enter sales forecast!
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ParentId*[151482.0.77340134]
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SequenceNr
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Descriptionú*÷The supply chain design is now finished, including specifying the available capacities.
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First open the navigation panel via the toolbar, and click on the 'Navigate to root' button.
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Next step is to enter the (sales) demand to be planned.
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In this case you have to manually create a forecast for quibi (i.e. a sales demand) for every quarter:
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Q1: 750 tons with a price of 100 Euro per ton
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Q2: 750 tons with a price of 100 Euro per ton
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Q3: 1000 tons with a price of 110 Euro per ton
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Q4: 2000 tons with a price of 120 Euro per ton
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Tip: A sales demand can be copied using context menu item 'Copy...', or pressing shortcut key Ctrl+O.
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HelpUrl*
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View* Sales demands,
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Id*[151482.0.77340148]
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Name!*13. Create supply plan manually!
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ParentId*[151482.0.77340134]
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SequenceNrê
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DescriptionÚ*×First open the navigation panel via the toolbar, and click on the 'Navigate to root' button.
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You can create a supply plan manually on the Product planning matrix by entering the supply quantities on 'Warehouse' for the selected product in the appropriate period.
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What do you observe when looking at the âCapacity planningâ form?
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Instead of manually creating the supplies, the optimizer can create a proposed plan for you. This will be explained in the next step.
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HelpUrl*
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IsImage
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TableName* :
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View2*02.a Create supply plan (Product planning matrix),
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Id*[151482.0.77340149]
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Name'*%14. Create supply plan with optimizer!
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ParentId*[151482.0.77340134]
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SequenceNr ¾
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Description®*«Instead of manually creating the supplies, the optimizer can create a proposed plan for you, taking the manual decision into account ('planner in control').
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This time we will start from scratch. First remove your manual planning decisions using the trash bin button on the toolbar. Then press the optimizer button (gear) on the application toolbar to run the optimizer. Choose 'Default' strategy then evaluate the plan created by the optimizer.
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Well done! You have passed all 14 steps and created your first S&OP supply plan using Quintiq Macro Planner.
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HelpUrl*
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IsImage
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TableName* :
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View2*02.a Create supply plan (Product planning matrix),
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