5215: Inventory Optimization Level I

Course Type

  • Instructor Led

Duration

  • 3 Days

Target Audience

  • EndUser
  • SuperUser

Course Description

This curriculum (self-paced training materials) will walk you through the key features of the Inventory Optimization solution, how to use the solution to generate inventory plan meeting varied business requirements. The curriculum includes hands-on practice exercises to enable you to practice key concepts taught in the lessons.

Course Notes

  • 21 Core Lessons
  • 13 Elective Lessons

Lesson Details

5215-01: Introduction to (IO)

Lesson Objectives

  • Describe inventory and its elements, the purpose of holding inventory, and the need for managing it
  • Recognize the significance of "Response Buffer" in inventory management
  • Explain the 10 architecture
  • Identify the different components of JDA 10 solution
  • Describe the functional capabilities of JDA 10 solution

Lesson Exercises

Not Applicable

25 Minutes ILT
5215-02: Case Scenario: Business Requirement

Lesson Objectives

Not Applicable


Lesson Exercises

Not Applicable

10 Mins ILT
5215-03: Navigation Basics

Lesson Objectives

  • Identify the basic navigation features of the JDAWeb User Interface (Ul)
  • Demonstrate how to use the JDA Supply Chain Planning and Optimization (SCPO) application

Lesson Exercises

  • Creating a New Flexible Editor Page
  • Creating a New Search
  • Creating a New Compound Workspace Page
  • Adding a Page to Favorites
  • Creating an Option Set
1 Hour 30 Mins ILT
5215-04: IO Data Modeling Basics

Lesson Objectives

Identify the basic building blocks of JDA Inventory Optimization (lO) solution and their corresponding tables


Lesson Exercises

Not Applicable

30 Mins ILT
5215-05: Exploring IO Processes

Lesson Objectives

Identify the end-to-end process workflow for generating an inventory plan using the JDA Inventory Optimization (10) application


Lesson Exercises

Not Applicable

10 Mins ILT
5215-06: Level SKUs & Network Viewer Processes

Lesson Objectives

  • Explain the Level SKUs process
  • List the input and output tables involved in the process.
  • Identify the various fields available in the Level SKUs process pages
  • Describe how to use the Network Viewer

Lesson Exercises

  • Executing the Level SKUs Process‭
  • Accessing the Network Viewer page
20 Mins ILT
5215-07: Transfer History and Transfer Forecast Processes

Lesson Objectives

  • Explain the Transfer History and Transfer Forecast processes
  • List the input and output tables involved in the process
  • Describe the various fields available on the Transfer History and Transfer Forecast process pages

Lesson Exercises

Executing the Transfer Forecast Process

20 Mins ILT
5215-08: Calculate WMAPE Process

Lesson Objectives

  • Explain the Calculate WMAPE process
  • Describe the values to calculate WMAPE
  • Identify how to execute the Calculate WMAPE process

Lesson Exercises

Executing the WMAPE Process and Computing Errors

40 Mins ILT
5215-09: Calculate Mean Daily Demand Process

Lesson Objectives

  • Explain the Calculate Mean Daily Demand process for each SKU in the network
  • List the input and output tables involved in the process
  • Describe the various fields available on the Calculate Mean Daily Demand process pages

Lesson Exercises

Executing the Calculate Mean Daily Demand Process

45 Mins ILT
5215-10: Segmentation Process

Lesson Objectives

  • Identify the different components of the Segmentation process
  • List the input and output tables involved in the process
  • Describe the various fields available in the Segmentation Workbench process page
  • Demonstrate how to execute the Segmentation process through the Segmentation Workbench

Lesson Exercises

Segmenting the SKUs and Setting Parameters Using the Segmentation Workbench

1 Hour 30 Mins ILT
5215-11: Analyze Replenishment Policy Process

Lesson Objectives

  • Explain the Analyze Replenishment Policy process
  • List the input and output tables involved in the process
  • Describe the various fields available in the Analyze Replenishment Policy process page

Lesson Exercises

Executing the Analyze Replenishment Policy Process

30 Mins ILT
5215-12: Optimize Inventory and Review Target Pivot Processes

Lesson Objectives

  • Describe the usage of the Optimize Inventory process
  • Explore the different options available in the Optimize Inventory process
  • Describe the usage of the Review Target Pivot and navigate through the Review Target Pivot process page

Lesson Exercises

  • Optimizing Inventory and Reviewing the Output
  • Adding a Graph to the Review Target Pivot (Output)
2 Hours ILT
5215-13: Publish IO Plan Process

Lesson Objectives

  • Describe the various fields available in the Publish 10 Plan process page
  • List the input and output tables involved in this process
  • Execute the Publish 10 Plan process

Lesson Exercises

Executing the Publish 10 Plan Process

30 Mins ILT
5215-14: Sensitivity Analysis

Lesson Objectives

Use Sensitivity Profile and run the Optimize Inventory process


Lesson Exercises

Attaching Sensitivity to a SKU and Exploring the Impact

45 Mins ILT
5215-15: Instance Support

Lesson Objectives

  • Define the Instance Support feature
  • Explore the use of Instance Support feature

Lesson Exercises

Using the Instance Support Feature in Inventory Optimization

40 Mins ILT
5215-16: Root Cause Analysis

Lesson Objectives

  • Explain why the Root Cause Analysis process is important
  • Identify the different features of the Root Cause Analysis page
  • Demonstrate how to work on the Root Cause Analysis page

Lesson Exercises

Utilizing Root Cause Analysis Workbench to Analyze the Impact of Changes

30 Mins ILT
5215-17: Including Cycle Time in Lead Time Parameter

Lesson Objectives

Including Cycle Time in Lead Time Parameter


Lesson Exercises

Including Cycle Time in Lead Time Parameter

25 Mins ILT
5215-18: Impact of not Storing Inventory at a Location

Lesson Objectives

Impact of not Storing Inventory at a Location


Lesson Exercises

Impact of not Storing Inventory at a Location

25 Mins ILT
5215-19: Intermediate Node WMAPE

Lesson Objectives

  • Explain the CalcMSE rule options
  • Identify how to calculate WMAPE at Intermediate Nodes

Lesson Exercises

Computing WMAPE Values at Intermediate Nodes

45 Mins ILT
5215-20: WMAPE Grouping​

Lesson Objectives

  • Explore how to use the WMAPE process with Item/Location/Channel group combinations
  • Execute the Calculate WMAPE process with grouping options

Lesson Exercises

Using the WMAPE Grouping Feature in 10

10 Mins ILT
5215-21: IO Data Modeling (Advanced)

Lesson Objectives

Decode the business need and model the data for JDA10


Lesson Exercises

Not Applicable

2 Hours 20 Mins ILT
5215-22: Generate Order Lead Time Profile

Lesson Objectives

  • Describe the usage of the Generate Order Lead Time Profile process
  • Explore the different options available in the Generate Order Lead Time Profile process
  • Explain the Inventory Postponement Strategy

Lesson Exercises

Inventory Postponement Strategy (Using OLT Profile) in 10

40 Minutes ILT
5215-23: Assigning Service Level at Group Level

Lesson Objectives

Assigning Service Level at Group Level and Executing the Optimize Inventory Process


Lesson Exercises

Assigning Service Level at Group Level and Executing the Optimize Inventory Process

30 Mins ILT
5215-24: Modeling the Budget Constraints

Lesson Objectives

Modeling the Budget Constraints and Viewing the Output


Lesson Exercises

Modeling the Budget Constraints and Viewing the Output

30 Mins ILT
5215-25: Applying Volume Constraint

Lesson Objectives

Applying Volume Constraint to Items and Exploring the Impact


Lesson Exercises

Applying Volume Constraint to Items and Exploring the Impact

30 Mins ILT
5215-26: Specifying Limits to Reorder Quantity

Lesson Objectives

Executing the Optimize Inventory Process with ROQ Limits


Lesson Exercises

Executing the Optimize Inventory Process with ROQ Limits

30 Mins ILT
5215-27: Enabling Perishable Switch to an Item

Lesson Objectives

Enabling a Perishable Switch to an Item and Exploring the Impact


Lesson Exercises

Enabling a Perishable Switch to an Item and Exploring the Impact

30 Mins ILT
5215-28: Review Groups

Lesson Objectives

Using the Review Groups Option


Lesson Exercises

Using the Review Groups Option

30 Mins ILT
5215-29: Product Life Cycle Management

Lesson Objectives

  • Identify the difference between New Part Introduction (NPI) and End of Life (EOL) items
  • Describe how the JDA Inventory Optimization (10) solution manages the life cycle of products, from emerging products to declining products
  • Explain how to use the special algorithms to model NPI and EOL

Lesson Exercises

New Part Introduction and Analyzing the Inventory Plan

30 Mins ILT
5215-30: Enabling Coverage Based on the Mean Daily Demand

Lesson Objectives

Enabling Coverage Based on Mean Daily Demand


Lesson Exercises

Enabling Coverage Based on Mean Daily Demand

30 Mins ILT
5215-31: Markov Decision Process

Lesson Objectives

  • Describe Markov Decision process and its significance
  • Identify the business need of the Markov Decision process
  • Explain how various Slow Mover parameters affect the inventory plan
  • Execute the Optimize Inventory process for Slow Mover items

Lesson Exercises

  • Optimizing Inventory for Slow Movers
  • Modifying the What-if-Back Order Penalty Value
  • Executing the Markov Decision Process - GROUP ITEMS
1 Hour 30 Mins ILT
5215-32: Batch Processing

Lesson Objectives

Use SRE Batch Utility to execute a batch job and explore the different parameters included in the xml file


Lesson Exercises

Executing the 10 Processes in the Batch Mode

1 Hour ILT
5215-33: Managing User Permissibility

Lesson Objectives

Describe the concepts of enterprises, roles, filters, resources, partnerships, and reports in the Security Manager page


Lesson Exercises

  • Creating New Roles
  • Creating New Users
  • Creating New Filters
1 Hour ILT
5215-34: Generating the Dynamic Inventory Output

Lesson Objectives

Dynamic Inventory process and how the input from the Luminate Demand Edge (LDE) solution is handled.


Lesson Exercises

NA

20 Mins ILT
5215-35: Case Study

Lesson Objectives

Case Study


Lesson Exercises

Case Study

2 Hours 30 Mins ILT