4215: Fulfillment Order Optimization

Lesson Objectives

• Explain how planning activities are performed in a multiechelon network
• Identify the various challenges that a buyer might face when placing vendor orders and how the Order Optimization solution helps deal with it
• Describe how the overall functionality of the Order Optimization solution

Lesson Exercises

Not Applicable

Lesson Objectives

• Review Due Orders on the Dashboard
• Change and clear Suggested Order Quantity (SOQs)
• Approve Due Orders

Lesson Exercises

• Reviewing Orders on the Dashboard
• Reviewing Order Details
• Reviewing SKU Details
• Charging and Clearing SOQs
• Approving Due Orders

Lesson Objectives

• Explain how to work with Order Review Calendar
• Describe how Order Optimization calculates suggested order quantity (SOQ)
• Describe how Order Optimization determines if an order is Due
• Discuss order exceptions and their causes
• Discuss how Order Optimization optimizes orders to meet vendor minimums and truckload constraints

Lesson Exercises

• Opening and Reviewing an Order Review Calendar
• Creating an Order Review Calendar Using Calendar Manager
• Reviewing Unit of Measure Conversions for Items
• Reviewing Transmode Capacities
• Using Edit Order Parameters Option in Order Details Page
• Reviewing Order Exceptions

Lesson Objectives

Identify various ordering scenarios and learn how to use the Order Optimization solution to manage these scenarios

Lesson Exercises

• Force-Optimizing a Not Due Order
• Creating a Supplemental Order
• Creating a Provisional Order
• Expediting an Order
• Constraining a Vendor for Available Supply Quantity

Lesson Objectives

• Describe the benefits of Projecting Optimized Orders
• Identify how to review projected orders on the Plan Analysis page and the corresponding flexible editor pages

Lesson Exercises

Reviewing Order Projections

Lesson Objectives

• Describe and set up Order Groups
• Review and approve Order Group orders

Lesson Exercises

Approving Order Group Orders

Lesson Objectives

• Explain how to create discount deals for your orders
• Determine how the Forward Buy functionality works when creating these deals

Lesson Exercises

Setting Up a Deal and Using Forward Buy

Lesson Objectives

• Explain auto approval functionality in Order Optimization
• Set up an Auto Approval profile containing criteria that will determine if an order is eligible for auto approval

Lesson Exercises

NA

Lesson Objectives