4247: Fulfillment

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

  • 9 Core Lessons
  • 5 Electives

Lesson Details

(C) 4247-01: Overview of Fulfillment

Lesson Objectives

  • Explain where Fulfillment fits in the supply chain planning flow
  • Describe the benefits of time-phased replenishment planning
  • Explain time-phased planning in a multi-echelon network
  • List some of the key core and extended capabilities of Fulfillment
  • Identify the additional modules offered by Fulfillment

Lesson Exercises

Not Applicable

1 Hour ILT
(C) 4247-02: Fulfillment Navigation

Lesson Objectives

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

Lesson Exercises

  • Accessing Fulfillment‭
  • Opening a Flexible Editor Page and Running a Search
  • Opening a Flexible Editor Page and Running a Prompted Search
  • Using Different Types of Searches to Display Data on Flexible Editor Pages
  • Using Related Pages‭
  • Using Filters‭
  • Accessing Online Help‭
  • Populating Data in a Compound Workspace‭
  • Working with Favorites‭
  • Editing Data‭
1 Hour 30 Minutes ILT
(C) 4247-03: Key Inputs to the Replenishment Plan

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 stock keeping unit (SKU)
  • Review a time-phased replenishment plan in Plan Analysis

Lesson Exercises

  • Reviewing SKUs
  • Reviewing a Network Record
  • Reviewing Sourcing Records
  • Reviewing Level SKUs
  • Viewing the DFUTOSKU Forecast
  • Calculating a Time-Phased Replenishment Plan at the Ultimate Destination
  • Calculating a Time-Phased Replenishment Plan at the Source/Destination
  • Calculating a Time-Phased Replenishment Plan at the Ultimate Source
  • Reviewing a Multi-Echelon Plan in Plan Analysis
4 Hours ILT
(C) 4247-04: Controlling Total Demand

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
  • Explain Forecast Consumption
  • Describe the purpose of Demand Reduction
  • Define supplemental orders

Lesson Exercises

  • Reviewing an Allocation Calendar
  • Using Forecast Adjustment Rules 1 and 2
  • Using Forecast Adjustment Rule 4
  • Supplemental Orders
  • Understanding the Total Demand at the DC
2 Hours ILT
(C) 4247-05: Planning Rules

Lesson Objectives

  • Define the key parameters that control replenishment frequency and quantity
  • Define the key parameters of limiting replenishments
  • 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 time frames

Lesson Exercises

  • Modifying DRP coverage for SKUs
  • Using the DRP Order Up to Quantity Rule
  • Reviewing Plan Analysis with an Attached Calendar
2 Hours ILT
(C) 4247-06: Controlling the Safety Stock Goal

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

  • Updating Safety Stock Coverage for a Group of SKUs
  • Setting Total Forward Coverage for DC SKUs
  • Creating and Applying a Safety Stock Template
  • Reviewing and Updating Display and Presentation Quantities
2 Hours Course
(C) 4247-07: Working with the Unconstrained Plan

Lesson Objectives

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

Lesson Exercises

  • Viewing Data in Replenishment Dashboard
  • Opening the SKU Exception Page
  • Viewing the SKU Exception from Plan Analysis
  • Using Exception Groups
  • Generating Custom SKU Exceptions
  • Troubleshooting a SKU Exception-Example 1
  • Troubleshooting a SKU Exception-Example 2
2 Hours ILT
(C) 4247-08: Working with the Constrained Plan

Lesson Objectives

  • Explain the purpose of the constrained plan and where it occurs in the supply chain
  • Explain various Deployment concepts
  • Describe different Deployment strategies available in Fulfillment
  • List some of the additional features that can be used to control Deployment logic
  • Explain the Plan Analysis projections used to evaluate the constrained plan

Lesson Exercises

Reviewing Constrained Projections on the Plan Analysis Deployment Page

2 Hours ILT
(C) 4247-09: Designing User Workflow

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 on Flexible Editor pages
  • Configure custom versions of Plan Analysis
  • Add a new instance of Replenishment Dashboard

Lesson Exercises

  • Creating a New Flexible Editor (FE) Page from Directory Manager
  • Adding Columns to an FE page‭
  • Embedding a Column Filter in an FE Page‭
  • Adding Time Allocation and Aggregation to an FE Page
  • Adding an Expression to an FE Page‭
  • Creating a New Search‭
  • Editing a Search‭
  • Adding Projections to the Plan Analysis Grid‭
2 Hours ILT
(E) 4247-10: Build Transportation Loads Process​

Lesson Objectives

  • Key Benefits of Fulfillment Levels of Planning
  • Distribution Planning Setup and Cycle
  • Extended Capabilities- Transportation Load Building
  • Evolution of the Unconstrained Plan

Lesson Exercises

Not Applicable

1 Hour ILT
(E) 4247-11: Supersession​

Lesson Objectives

  • Concept of Supersession and its purpose
  • Configuration of Supersession Tables
  • Supersession—Terminology

Lesson Exercises

Not Applicable

45 Minutes ILT
(E) 4247-12: Intro to SKU Classification

Lesson Objectives

Intro to SKU Classification


Lesson Exercises

Not Applicable

30 Minutes ILT
(E) 4247-13: Slow Mover Replenishment Logic

Lesson Objectives

Describe Slow Mover Replenishment Logic


Lesson Exercises

Not Applicable

45 Minutes ILT
(E) 4247-14: Target Safety Stock

Lesson Objectives

Describe Target Safety Stock Calculation


Lesson Exercises

Not Applicable

45 Minutes ILT