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

  • 10 Lessons

Lesson Details

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
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

  • Log On To 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
4247-03: Viewing a Time – Phased Replenishment Plan

Lesson Objectives

Describe how to review the Replenishment Dashboard and how it helps a planner to assess inventory positions at both an aggregate and SKU level


Lesson Exercises

  • Viewing a Store-Level Plan in the Replenishment Dashboard
  • Viewing a DC-Level Plan in the Replenishment Dashboard
1 Hour ILT
4247-04: 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 Product Records
  • 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
4247-05: 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
4247-06: 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
  • Working with Arrival/Shipping Calendars
2 Hours ILT
4247-07: 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 ILT
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
4247-09: Slow Moving SKUs

Lesson Objectives

  • Explain the challenges of planning slow-moving SKUs
  • Explain how Fulfillment’s slow mover logic addresses those challenges

Lesson Exercises

  • Reviewing the Plan for Slow Moving SKUs
  • Incorporate Slow Mover Logic into the Unconstrained Plan
  • Incorporate Slow Mover Logic into the Constrained Plan
2 Hours ILT
4247-10: Managing By Exception

Lesson Objectives

Explain how planners can use Fulfillment to access exception notifications using several FE pages and also how to add custom SKU Exceptions


Lesson Exercises

  • Viewing Inventory Exceptions in Replenishment Dashboard
  • Viewing Exceptions in the SKU EXCEPTIONS Pages
  • Troubleshooting an Exception from the SKU Exceptions Page
  • Viewing the SKU Exception from Plan Analysis
  • Using Exception Groups to Add Priority and Custom Description
  • Generating Custom SKU Exceptions
2 Hours ILT