5510: Sales and Operations Planning Level I

Lesson Objectives

• Define the Sales and Operations Planning (S&OP) process
• Describe the most common business challenges related to the S&OP process
• Describe the levels in the S&OP planning horizon
• Explain the key S&OP solution differentiators
• Explain the S&OP solution architecture
• Describe the modes of deploying the S&OP solution

Lesson Exercises

Not Applicable

Lesson Objectives

• Explain the basics of data modeling
• Describe modeling simplification with attributes
• Describe modeling simplification without attributes
• State the objective of hierarchy design

Lesson Exercises

Not Applicable

Lesson Objectives

• Identify the components of the Admin Ul
• Explain the components of the S&OP folder
• Launch the Excel Client

Lesson Exercises

Logging on to Admin Ul and Launching the Excel Client

Lesson Objectives

• Identify the key Ul areas and functionalities of the S&OP Excel Client
• Explore the options available on the S&OP ribbon

Lesson Exercises

• Exploring the Process Group of the S&OP Ribbon
• Adding a Named Hierarchy
• Adding a New Favorite‭
• Using the Export Favorites Functionality
• Exporting the Favorite Group
• Creating a Scorecard‭
• Editing Data‭

Lesson Objectives

• Explain the various JDA S&OP layouts
• Explain the various layout customization settings
• Define the JDA S&OP measure types

Lesson Exercises

• Customizing the Pivot
• Customizing the Graph
• Using Interactive Graphs
• Using the Copy Measure Functionality

Lesson Objectives

• Explain the steps to create, update, share and promote scenarios in the JDA S&OP solution
• Explain how to compare and evaluate scenarios to take decisions on maximizing margin and revenue

Lesson Exercises

Creating, Sharing, and Comparing Scenarios

Lesson Objectives

• Explain the steps to create, view, edit, and delete action items
• Explain how to handle and manage exceptions
• Add comments and display the transaction log

Lesson Exercises

• Viewing Exceptions
• Creating Action Items
• Viewing Exceptions in Scenarios
• Comparing Scenarios by Exceptions

Lesson Objectives

• Explain how to access the S&OP Calendar
• Explain how to view the Calendar in different view types (Process, Calendar, and Gantt views)
• Explain how to set up review meetings across all process steps of the S&OP cycle

Lesson Exercises

Using the S&OP Calendar

Lesson Objectives

• Explain the concept of Approval Workflow
• Explain how to submit changes for approval
• Explain how to approve or reject the changes

Lesson Exercises

Approval Workflow

Lesson Objectives

• Explain the steps to use offline planning
• Explain the steps to save data and add intersections in the S&OP solution
• Discuss the purpose of the Product Life Cycle (PLC) option in the S&OP solution
• Identify different graph types in the JDA S&OP solution
• Describe other Ul elements/functions in the JDA S&OP ribbon

Lesson Exercises

• Offline Planning‭
• Saving Data‭
• Adding an Intersection
• Adding an NPI‭
• Creating a New Dashboard‭
• Aggregation and Proportional Disaggregation
• Converting Currency Values‭
• Using the Lock Option‭

Lesson Objectives

• Explain the concepts of RCCP, Base Plan Calculations, Demand Edit, Load Edit, Transfer Load, and Capacity Edit
• Explain the steps to transfer a Load and edit Demand, Load, or Capacity

Lesson Exercises

• Creating an RCCP View
• Using the Load Edit Functionality
• Using the Transfer Load Functionality

Lesson Objectives

• Explain the demand measures such as Demand, Demand Satisfied, Demand Delayed, Demand Priority, Build Ahead Limit, and Build Late Limit
• Explain Pegged Measures, Total Measures, and Add Measures
• Apply the interactive resolution levers—Demand Edit, Resolve Capacity, Resolve Inventory, or Swap Demand—to resolve material/resource constraints

Lesson Exercises

Using Constrained Supply Planning Interactive Resolution Levers