5512: Sales and Operations Planning Level II
Featured course for the
Sales and Operation Planning Product
Course Type
- Instructor Led
Duration
- 3 Days
Target Audience
- SuperUser
Course Description
Sales and Operations Planning Level II provides a technical deep-dive of the S&OP solution. It explains all the features and functionalities of the S&OP Admin UI. Through hands-on exercises, it explains how the System Administrators can perform various system settings in the S&OP Admin UI.
Course Notes
- 11 Lessons
Lesson Details
5512-01: Data Modeling and Administration
Lesson Objectives
- Describe the JDA S&OP technical and in-memory architecture
- Explain the data flow between different solutions to and from the S&OP solution through the SCPO platform
- Explain the seven key building blocks of the S&OP solution
- Explain the five core tables of the JDA S&OP solution and their relationship
- Identify the key functions of the interface tables
- Identify the different modes of S&OP deployment.
- Describe the concept of data templates
- List the modules available in the Admin Ul
Lesson Exercises
Exploring the Admin Ul
2 Hours ILT
5512-02: Managing Users, User Groups, and Roles
Lesson Objectives
- Explain how to create and manage user groups
- Describe how to create and manage users
- Explain how to create and manage roles
- Define user permissibility for roles
Lesson Exercises
Creating/Managing Users, User Groups, and Roles
2 Hours ILT
5512-03: Layout Specifications
Lesson Objectives
- Describe the various features in a pivot and table editor layout
- Create a new pivot layout
- Create a new table editor layout
Lesson Exercises
- Creating a Layout
- Creating a Table Editor
5512-04: S&OP Exceptions
Lesson Objectives
- List the types of exceptions in the S&OP solution
- Explain how to create conditional format and exceptions
Lesson Exercises
- Creating a Conditional
- Format Creating an Exception
5512-05: Measures
Lesson Objectives
- Explain the various S&OP layouts
- Explain the various layout customization settings
- Define the S&OP measure types
Lesson Exercises
- Define measures
- List measure triggers
- Explain the steps to create a new measure in the S&OP solution
5512-06: Attributes
Lesson Objectives
- Define attributes
- Explain the functions of different fields available on the Attribute Details page
- Explain how to view attributes in the S&OP Admin Ul and the Excel Client
Lesson Exercises
Creating Attributes
1 Hour ILT
5512-07: Process Orchestration
Lesson Objectives
- Explain the steps to set up the S&OP process details
- Explain how to configure processes using the database tables
Lesson Exercises
Exploring the Process Orchestration Workflow
1 Hour ILT
5512-08: Approval Workflow
Lesson Objectives
- Explain the concept of Approval Workflow
- Describe the Approval Workflow setup
- List the database tables associated with Approval Workflow
- Explain the process of setting up the approval hierarchy
Lesson Exercises
Setting up the Approval Process
30 Mins ILT
5512-09: RCCP—Data Modeling
Lesson Objectives
- Explain the key measures and data tables used in Rough Cut Capacity Planning (RCCP) to generate a base plan
- Explain the RCCP workflow
- Explain Edit Flags and SMR_VIEW
- Describe the steps to enable the Transfer Load feature
Lesson Exercises
Not Applicable
1 Hour 30 Mins ILT
5512-10: Constrained Supply Planning
Lesson Objectives
- Explain the key features of Constrained Supply Planning (CSP)
- Describe the data modeling features in the CSP solver
- Explain the CSP workflow and processes
- Explain the interactive resolution levers (what-if scenarios)
Lesson Exercises
Not Applicable
1 Hour 30 Mins ILT
5512-11: S&OP Data Modeling and Integration
Lesson Objectives
- Explain SCPO and S&OP integration
- Describe how to model dimensions, hierarchies, and levels in the JDA platform database
- List the steps to integrate master, core, and transactional data with S&OP
Lesson Exercises
Not Applicable
1 Hour 45 Mins ILT