4247: Fulfillment v2018.1

Course Type

  • Instructor Led

Duration

  • 3 days

Target Audience

  • EndUser
  • SuperUser

Course Description

In this 3-day curriculum, you will be introduced to the purpose, benefits, and scope of the Fulfillment solution, and the role it plays in supply chain planning. You will explore the core features and functionality of Fulfillment’s distribution and deployment logic, navigating hands-on through the basic setup of a supply chain network. You will get exposure to various commonly-used parameters, and evaluate their impact on a replenishment plan. You will learn to interpret information in key Fulfillment planning pages such as Replenishment Dashboard, SKU Exceptions, and Plan Analysis.

Course Notes


    Lesson Details

    4247-DILT-01: Overview of Fulfillment v2018.1

    Lesson Objectives

    • Supply Chain Planning Flow
    • The Integrated Supply Chain
    • Key Benefits of JDA Fulfillment
    • Key Supply Chain Planning Challenges
    • Distribution Planning Objectives

    Lesson Exercises

    NA

    1 Hour 30 Minutes ILT
    4247-DILT-02: Basic Navigation v2018.1

    Lesson Objectives

    • Navigate the JDA Platform Ul
    • Retrieve and display data using searches
    • Review data in a Flexible Editor page
    • Populate data in a Compound Workspace
    • Edit data directly in the Ul

    Lesson Exercises

    • Log on to the Fulfillment training database
    • Open another FE page using the Favorites panel
    • Run a new kind of Search
    • Run several types of searches in the SKU FE page to display data, including prompted searches and multiple searches
    • Practice opening an FE page using the Related Pages feature
    • Practice opening a Compound Workspace using the Cascade feature
    • Practice adding and organizing pages to your Favorites panel
    • Select the Edit option from the Actions icon of the record
    4 Hours ILT
    4247-DILT-03: Key Inputs to the Replenishment Plan v2018.1

    Lesson Objectives

    • Explain how a distribution network is structured
    • Explain the key demand and supply data that serves as an input to generate a replenishment plan
    • Describe the basic Calculate Plan logic and how it generates replenishment quantities for a SKU
    • Review a time-phased replenishment plan in Plan Analysis

    Lesson Exercises

    • Review how products are set up in the database of Fulfillment
    • Add a transportation mode and a network lane record
    • Add sourcing records for an item
    • Review basic navigation and practice various data editing techniques
    • Run the Level SKUs process from the Level SKUs process page
    • Run view the forecast that has been transferred from Demand
    • Calculate Planned Arrivals for an item at an ultimate destination
    • Calculate Planned Arrivals for an item at the next level up in the network
    • Calculate Planned Orders for an item at the ultimate source location
    • View a time-phased replenishment plan in Plan Analysis, and review some of the basic features of this planning page
    3 Hours ILT
    4247-DILT-04: Controlling Total Demand v2018.1

    Lesson Objectives

    • Describe the various components that make up Total Demand
    • Describe key parameters used to calculate Independent Demand
    • Describe how Allocation and Proration help with accuracy of planning
    • Explain how Forecast Adjustment helps the plan adjust to account for customer orders
    • Describe the purpose of Demand Reduction
    • Define supplemental orders

    Lesson Exercises

    • Open an Allocation Calendar in Calendar Manager and review the setup
    • Add the Allocation Calendar to an SKU and view the impact on the Total Demand calculation
    • Change a Forecast Adjustment Rule and view the impact on the Total Demand calculation
    • Add a Supplemental Order to the database and see the impact on the plan.
    2 Hours ILT
    4247-DILT-05: Planning Rules v2018.1

    Lesson Objectives

    • Define the key parameters that control replenishment frequency and quantity
    • Define the key parameters of replenishment rounding
    • Describe the various types of calendars used by Fulfillment to determine replenishment dates
    • Identify the various options of restricted planning logic
    • Describe the different periods of the planning horizon and how replenishments are handled within these different timeframes

    Lesson Exercises

    • Utilize the EditSKU fields to change the number of days of coverage (DRPCovDur) for a SKU
    • Establish the DRPRule to Order Up To the maximum amount allowed for a SKU that is stored in a tank
    • Understand the impact that calendars have on the frequency and quantity of Plan Analysis outputs
    1 Hour ILT
    4247-DILT-06: Controlling the Safety Stock Goal v2018.1

    Lesson Objectives

    • Explain the purpose of safety stock
    • List the parameters available for controlling safety stock coverage
    • Compare the various safety stock rules
    • Explain safety stock tern plate projections
    • Describe additional options for controlling safety stock

    Lesson Exercises

    • Switch a SKU from a manual minimum safety stock to a coverage rule
    • Select a coverage rule that is appropriate for the item at a different location in the network
    • Create a Safety Stock Template, add it to a SKU, and view the impact on the plan
    • Add Presentation and Display quantities and view the impact on the Safety Stock goal
    2 Hours ILT
    4247-DILT-07: Working with the Unconstrained Plan v2018.1

    Lesson Objectives

    • Describe how the Unconstrained Plan is generated
    • Describe how the Replenishment Dashboard and Plan Analysis help a Planner to proactively assess inventory positions
    • Describe different Deployment strategies available in Fulfillment
    • Explain how to review SKU Exceptions
    • Discuss how to customize SKU Exceptions
    • Discuss a sample planner workflow

    Lesson Exercises

    Reviewing Constrained Projections on the Plan Analysis Deployment Page

    2 Hours ILT
    4247-DILT-08: Working with the Constrained Plan v2018.1

    Lesson Objectives

    • Explain the purpose of the constrained plan and where it occurs in the supply chain
    • Describe deployment strategies
    • List the additional strategies of deployment
    • Explain the Plan Analysis projections used to evaluate the constrained plan

    Lesson Exercises

    Review deployment projections on a version of Plan Analysis that was specifically created to review the Deployment plan with DC as the Target SKU

    2 Hours ILT
    4247-DILT-09: Designing User Workflow v2018.1

    Lesson Objectives

    • List the key considerations of an effective workflow design
    • Create custom versions of Flexible Editor pages in the web Ul
    • Use aggregation, time allocation, and expressions to format data Flexible Editor pages
    • Configure custom versions of Plan Analysis
    • Configure an instance of the Replenishment Dashboard

    Lesson Exercises

    • Create a new Flexible Editor page using Directory Manager
    • Add columns to the new FE page
    • Add a permanent filter to a column on an FE page
    • Add time allocation and aggregation to an FE page
    • Add an expression to an FE page
    • Create a new search using Search Manager
    • Search criteria for a Search using Search Manager
    • Add a projection to the Plan Analysis grid
    4 Hours 30 Minutes ILT
    Appendices 4247-A01: Build Transportation Loads (BTL) v2018.1

    Lesson Objectives

    Review key benefits of BTL


    Lesson Exercises

    Not Applicable

    1 Hour ILT
    Appendices 4247-A02: Supersession v2018.1

    Lesson Objectives

    Introduction to Supersession


    Lesson Exercises

    Not Applicable

    1 Hour ILT
    Appendices 4247-A03: Introduction to SKU Classification v2018.1

    Lesson Objectives

    Introduction to SKU Classification


    Lesson Exercises

    Not Applicable

    30 Minutes ILT
    Appendices 4247-A04: Slow Mover Replenishment Logic

    Lesson Objectives

    Introduction to Slow Mover Replenishment Logic


    Lesson Exercises

    Not Applicable

    1 Hour ILT
    Appendices 4247-A05: Target Safety Stock v2018.1

    Lesson Objectives

    Introduction to Target Safety Stock


    Lesson Exercises

    Not Applicable

    1 Hours 30 Minutes ILT