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SUPPLY PLANNING LEADERSHIP EXCHANGE
PRESENTS:




                       The web event will begin momentarily
                                 with your hosts:




September 26th, 2012                          plan4demand
2


       Highlight the key functionality of JDA’s Fulfillment &
        Master Planning modules
       Compare and contrast their relative strengths
       Provide a guide as to which may be more suitable
        for your business model
       Answer the question, should you ever use both?
3




    What Scenario Best Describes Your Situation?
            Make your selection on the right side of your screen
                           Select all that apply


       A. I am trying to determine which module best fits
          my business
       B. I am currently using Fulfillment and am
          wondering if I should switch to Master Planning
       C. I am currently using Master Planning and am
          wondering if I should switch to Fulfillment
       D. None of the above
4



    Demand Management                          S&OP                    Supply Planning




                                                                             Capacity
                       history


                                                                             Supply
                      Demand                                               (Constrained
                   (Unconstrained                                                              Inventory
    New Product                                                              product
                  market demand)                                           availability)




                                                                              Transportation
                       PLM




                                             Supportable
                                               Demand


                                     Allocation Supportable Plan



                       Orders             Order Fulfillment            Shipments

                                    Logistics & Fulfillment Planning
5


       On the surface products look very similar
       They are both focused on supply planning
       They both can create a Master Production Plan and
        a Distribution Requirements Plan
       However they have different strengths which are
        important to understand
6




                …with greater focus on
                  distribution than on
                manufacturing e.g. need
                 to re-distribute after
                   initial deployment




      …have a non-              …with large multi-
         complex                level networks with
      manufacturing               large number of
    environment which             DC's and a much
         is simply               smaller number of
    constrained across                 plants
      few resources
7




     To Distribution
       Planning
                                                 Review
                                              Unconstrained
                                                  Plan




    To Manufacturing   Finalize the Master
                                                                Level Loads
       Scheduling       Production Plan




                                             Review & Resolve
                                                Exceptions




                                                                  Source: JDA
8




              …with greater focus
               on manufacturing
                    with more
                complexity, e.g.
              multi-tier processing



     …that need to            …that need to
    create a master           constrain across
      plan to meet             multiple areas
       prioritized             simultaneously
        demand
9



                    • Identify hierarchy level of a SKU in relation to other SKUs
                    • Converts all demand types into orders with a priority
     Determine      • Schedule based upon inventory needs and constraints
     Sequence




                    • Creates supplies to satisfy demand orders
                    • Creates constrained shipment plan
    Generate Plan




                    • Populates tables that can be used to peg demand orders to supply orders and
                      vice versa
   Generate
                    • Populates resource capacity and utilization table
Supporting Data     • Populates demand, supply, and inventory projection tables
10


        Although not exhaustive, this list highlights their
         similarities
     Capabilities                                                  Fulfillment Master
                                                                               Planning
     Create a Distribution Requirements Plan (DRP)
     Create a Master Production Plan using constraint based
     planning
     Allow you to configure your inventory policies to influence
     your replenishment strategy, e.g. safety stock settings
     Create a deployment plan
     Generate time phased replenishment, makes’ moves and
     buy’s across network
11

     Business Issues                                       Fulfillment Master
                                                                       Planning
     Have high value stock that it makes sense to re-
     deploy instead of make or buy?
     Regularly have products being produced across
     more than one production line in the same factory?
     Find yourself in a constrained supply situation and
     need to prioritize customer orders over safety
     stock?
     Don’t have a transportation system and need to
     build loads prior to it passing to your 3PL?
12

                 Which of these Supply Chain
                  characteristics do you have?
                 Make your selection on the right side of your screen
                                Select all that apply

     1. Manufacturing Process
         A. We have a relatively simple manufacturing process
         B. We have a complex manufacturing process

     2. Distribution Environment
          A. We have a large multi-tier distribution network
          B. We have a fairly limited distribution network

     3. Inventory Deployment
          A. We are regularly re-deploying inventory across our network
          B. We infrequently re-deploy inventory
13


        Have high value stock that it makes sense
         to re-deploy instead of make or buy?
          By using Dynamic Deployment in Fulfillment
           you can decide whether to re-deploy
           inventory across the network before you make
           or buy
          With items that are costly to produce or
           procure the additional transportation costs
           may well be worth it
          You can configure parameters that will
           suggest a re-deployment before a planned
           manufacturing or purchase order
14


        Regularly have products being
         produced across more than one
         production line in the same factory?
          Master Planning is better at doing this
           because it allows you to prioritize
           alternate resources and run a solve
          Alternate sourcing that looks first at the
           primary, then at the secondary resource
          Fulfillment is more cumbersome for the
           planner to move SKU’s to other
           resources and re-plan
15


        Find yourself in a constrained
         supply situation and need to
         prioritize customer orders over
         safety stock?
          Master Planning is better because it
           allows you to track the type of
           demand on a order throughout the
           process so that you can decide to
           prioritize on a customer order or
           forecast vs. safety stock
          In Fulfillment demand gets lumped
           together so you have none of the
           ability to prioritize
16


        Don’t have a transportation
         system and need to build
         loads prior to it passing to
         your 3PL?
          Fulfillment has a load builder
           that allows you to build loads
          Master Planning does not have
           this capability
17

     Business Issues                                       Fulfillment Master
                                                                       Planning
     Have high value stock that it makes sense to re-
     deploy instead of make or buy?
     Regularly have products being produced across
     more than one production line in the same factory?
     Find yourself in a constrained supply situation and
     need to prioritize customer orders over safety
     stock?
     Don’t have a transportation system and need to
     build loads prior to it passing to your 3PL?
18


        You could!
          If your environment is both
           manufacturing and distribution
           intensive
          Prioritization of demand is key within
           your business model. This is only
           available within Master Planning
          The rebalancing of inventories
           between different sites is critical. This
           is only available within Fulfillment
19


                               Fulfillment                              Master Planning
                                       End user Effort                                          End user Effort

                                High       Medium        Low                             High       Medium        Low

                                                                                                      X
     Set up Effort




                                                                Set up Effort
                      High                                                      High

                      Medium                             X                      Medium

                      Low                                                       Low



                      Planning  parameters to                  More planning
                       correctly model CPP                       parameters to set up
                       take time                                 and maintain
                                                                CP with MP requires high
                      Ongoing updates
                       required when network                     data quality
                       settings change                          MP is more granular.
                                                                 relies upon more settings
                                                                 and complexities
20




                                                           Complex
                        Simple Mfg                           Mfg
     Distribution                      Prioritize
        Focus                          Demand



                    Simple to                       Simultaneous
                    maintain                         Constraints




     JDA Fulfillment                 JDA Master Planning
Join us on LinkedIn: Supply Planning Leadership Exchange
Follow us on Twitter: @Plan4Demand


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Supply Planning Leadership Exchange: A Compare & Contrast of JDA's Master Planning & Fulfillment Modules

  • 1. SUPPLY PLANNING LEADERSHIP EXCHANGE PRESENTS: The web event will begin momentarily with your hosts: September 26th, 2012 plan4demand
  • 2. 2  Highlight the key functionality of JDA’s Fulfillment & Master Planning modules  Compare and contrast their relative strengths  Provide a guide as to which may be more suitable for your business model  Answer the question, should you ever use both?
  • 3. 3 What Scenario Best Describes Your Situation? Make your selection on the right side of your screen Select all that apply A. I am trying to determine which module best fits my business B. I am currently using Fulfillment and am wondering if I should switch to Master Planning C. I am currently using Master Planning and am wondering if I should switch to Fulfillment D. None of the above
  • 4. 4 Demand Management S&OP Supply Planning Capacity history Supply Demand (Constrained (Unconstrained Inventory New Product product market demand) availability) Transportation PLM Supportable Demand Allocation Supportable Plan Orders Order Fulfillment Shipments Logistics & Fulfillment Planning
  • 5. 5  On the surface products look very similar  They are both focused on supply planning  They both can create a Master Production Plan and a Distribution Requirements Plan  However they have different strengths which are important to understand
  • 6. 6 …with greater focus on distribution than on manufacturing e.g. need to re-distribute after initial deployment …have a non- …with large multi- complex level networks with manufacturing large number of environment which DC's and a much is simply smaller number of constrained across plants few resources
  • 7. 7 To Distribution Planning Review Unconstrained Plan To Manufacturing Finalize the Master Level Loads Scheduling Production Plan Review & Resolve Exceptions Source: JDA
  • 8. 8 …with greater focus on manufacturing with more complexity, e.g. multi-tier processing …that need to …that need to create a master constrain across plan to meet multiple areas prioritized simultaneously demand
  • 9. 9 • Identify hierarchy level of a SKU in relation to other SKUs • Converts all demand types into orders with a priority Determine • Schedule based upon inventory needs and constraints Sequence • Creates supplies to satisfy demand orders • Creates constrained shipment plan Generate Plan • Populates tables that can be used to peg demand orders to supply orders and vice versa Generate • Populates resource capacity and utilization table Supporting Data • Populates demand, supply, and inventory projection tables
  • 10. 10  Although not exhaustive, this list highlights their similarities Capabilities Fulfillment Master Planning Create a Distribution Requirements Plan (DRP) Create a Master Production Plan using constraint based planning Allow you to configure your inventory policies to influence your replenishment strategy, e.g. safety stock settings Create a deployment plan Generate time phased replenishment, makes’ moves and buy’s across network
  • 11. 11 Business Issues Fulfillment Master Planning Have high value stock that it makes sense to re- deploy instead of make or buy? Regularly have products being produced across more than one production line in the same factory? Find yourself in a constrained supply situation and need to prioritize customer orders over safety stock? Don’t have a transportation system and need to build loads prior to it passing to your 3PL?
  • 12. 12 Which of these Supply Chain characteristics do you have? Make your selection on the right side of your screen Select all that apply 1. Manufacturing Process A. We have a relatively simple manufacturing process B. We have a complex manufacturing process 2. Distribution Environment A. We have a large multi-tier distribution network B. We have a fairly limited distribution network 3. Inventory Deployment A. We are regularly re-deploying inventory across our network B. We infrequently re-deploy inventory
  • 13. 13  Have high value stock that it makes sense to re-deploy instead of make or buy?  By using Dynamic Deployment in Fulfillment you can decide whether to re-deploy inventory across the network before you make or buy  With items that are costly to produce or procure the additional transportation costs may well be worth it  You can configure parameters that will suggest a re-deployment before a planned manufacturing or purchase order
  • 14. 14  Regularly have products being produced across more than one production line in the same factory?  Master Planning is better at doing this because it allows you to prioritize alternate resources and run a solve  Alternate sourcing that looks first at the primary, then at the secondary resource  Fulfillment is more cumbersome for the planner to move SKU’s to other resources and re-plan
  • 15. 15  Find yourself in a constrained supply situation and need to prioritize customer orders over safety stock?  Master Planning is better because it allows you to track the type of demand on a order throughout the process so that you can decide to prioritize on a customer order or forecast vs. safety stock  In Fulfillment demand gets lumped together so you have none of the ability to prioritize
  • 16. 16  Don’t have a transportation system and need to build loads prior to it passing to your 3PL?  Fulfillment has a load builder that allows you to build loads  Master Planning does not have this capability
  • 17. 17 Business Issues Fulfillment Master Planning Have high value stock that it makes sense to re- deploy instead of make or buy? Regularly have products being produced across more than one production line in the same factory? Find yourself in a constrained supply situation and need to prioritize customer orders over safety stock? Don’t have a transportation system and need to build loads prior to it passing to your 3PL?
  • 18. 18  You could!  If your environment is both manufacturing and distribution intensive  Prioritization of demand is key within your business model. This is only available within Master Planning  The rebalancing of inventories between different sites is critical. This is only available within Fulfillment
  • 19. 19 Fulfillment Master Planning End user Effort End user Effort High Medium Low High Medium Low X Set up Effort Set up Effort High High Medium X Medium Low Low  Planning parameters to  More planning correctly model CPP parameters to set up take time and maintain  CP with MP requires high  Ongoing updates required when network data quality settings change  MP is more granular. relies upon more settings and complexities
  • 20. 20 Complex Simple Mfg Mfg Distribution Prioritize Focus Demand Simple to Simultaneous maintain Constraints JDA Fulfillment JDA Master Planning
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