What can Visual Planner do for you Rick Worley TriMin Systems April 2016

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Jewel Mosley
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1 What can Visual Planner do for you Rick Worley TriMin Systems April 2016

2 Infor Planning Tools MRP Traditional Materials Planning in Batch Mode Requires support from CRP Visual Planner Advanced Material & Labor Constraints Planning Engine High Speed, Visual, Interactive 2

3 What is Infor Visual Planner? It is an interactive production planning and scheduling tool for Infor iseries ERP Visual Planner is an alternative to: Master Production Schedule Planning (MPSP), Material Requirements Planning (MRP), and Capacity Requirements Planning (CRP); Quickly plan a shop floor schedule that considers both capacity and material 3

4 What drives Infor Visual Planner? Input from: Customers demand and/or forecasts, On-hand inventory levels and open supplies Product structure (BoMs and Routings), Planning parameters Creates: Recommendations for material purchases and Recommendations for shop floor execution. Visual Planner writes the plan recommendations back to the XA files for your execution (review, release and report status): MOs, POs, and ISL x-orders. 4

5 Forecast Management Consumes Forecast within a Calendar Month This period, Backwards in the same month & then Forward Forecast is managed in four ways Individual Item Component Item Planning Bill Product Family Forecast split split monthly number into weekly numbers Forecast demand time fence Global setting Individual Item 5

in the planning horizon Blue Cumulative Load is less than Cumulative

7 L:C Window Color coding Red Load exceeds capacity in planning horizon Yellow Cumulative Load exceeds Cumulative Capacity up to certain time in the planning horizon Blue Cumulative Load is less than Cumulative Capacity, but Load exceeds Capacity in at least one bucket Green No overload 7

8 Timephased Order Window Blue line indicates the capacity in the bucket Yellow block: released order Pink block: firm-planned order Green block: planned order Blue block: planned with alt route 8

9 Solving Capacity Issues Alternate Route: change planned order s primary route to alternate route Offload: change open mfg order operation to alternate work center Outsource: create firm planned order for vendor to build the complete item Modify Supply: change qty or due date Level Load: select multiple orders to change due date Reschedule Supply or Requirement Modify Work Center Calendar Modify Work Center Resource Units: change the number of units for a span of time 9

10 Tools to Identify Problems Which Customer Orders to Push Out Item List Filters Planned Orders within the Frozen Zone Past Due Orders PO s flagged to be expedited Supply Demand Window Waterfall Pegged Orders Waterfall Feeding Supplies 10

11 Load to Capacity view

12 Time phased load on one workcenter Define your Telescopic Buckets

13 Right click on planning block for action list

14 Waterfall Feeding Supplies 14

15 Waterfall Pegged Orders 15

16 Manage Exceptions dynamically

17 Making VPi a Reality

18 Considerations Infrastructure Servers Planning Structure Data Demand Management Planning Parameters Process Preparation Working the Plan Loading the plan People Education Testing

19 Infrastructure

20 VPi Engine Process Flow (XA) Host System(XA) Extract Data Files Transfer Data VPi Format Files Upload Plan VPi DbUtility Configuration Settings VPi Planning Engine Cancel Map Data and split forecast Write Schedule Pass Load data and perform forecast consumption VPi Database Microsoft Access / SQL Server database Copyright 2010 Infor. All rights reserved.

21 Multiple users working with VPi In this setup, each PC has VPI installed and is pointing to the database on the server. 21

22 Data

23 Areas of Data Planning Parameters Routing information Product Structure Work Center definitions Resource Calendars Inventory accuracy Demand

24 Examples of Data Considerations Inventory Accuracy Product Structure Accuracy Routings Buffers Alternates

25 Routings Accuracy of processing times Use of Queue and Move Days Configure items to use lead time Alternates

26 Buffers Shipping Work center With Standard Queue Routing Manufacturing Order Route

27 Summary You can have some dynamic interaction within the Visual Planner planning engine config settings Reschedule uncontrolled items MOs, POs Reschedule supply plan meet demand Reschedule demand meet supply Offset parent /child by 1 day Setup optional Batch vs. 1 piece flow Resolve past due - suggest push out dates Overlap back to back ops in same facility Long running jobs time remaining Suggest push out dates And many more

28 Process

29 Planning Process - Planning set up - Extract Data - Work the Plan - Upload Decisions - Release recommendations

30 Process Considerations Demand planning Forecast/Forecast Consumption Transaction processing Timing Planning review Single Planner/Multiple Viewers Multiple Sequential Planners Change management Plan Changes Engineering Changes

31 People

32 People Education How is it designed? Testing How do we need it to work? Build Scripts Test Exceptions Training How will it work in our business.

33 Proven Path Defining Current State Education Understanding Future State Scenario Development and Testing Procedure Documentation User Training Go Live

34 What we have gained with Visual Planner Real time planning interactive Capacity testing real time Auto calculate the Manufacturing lead time from the routing Pegging up and down the supply chain Online charts / graphs Forecast consumption Alternate Forecast methods - Family, Planning BOM

35 Questions

CP-81 The best waze to get to destination MRP! Paul Whiteman Lexell Blue Susan Pucciano Lexell Blue

CP-81 The best waze to get to destination MRP! Paul Whiteman Lexell Blue Susan Pucciano Lexell Blue Agenda Introductions Manufacturing Maturity and MRP Roadmap System Configuration and Master Data Setup