5512: Sales and Operations Planning Level II

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
3 Hours ILT
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
1 Hour ILT
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
1 Hour 30 Mins ILT
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