Sales & Operations Planning Level I

Lesson Objectives

• Define the Sales & 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 modelling simplification with attributes
• Describe modelling simplification without attributes
• State the objective of the 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 & Launching the Excel Client

Lesson Objectives

• Identify the key Ul areas & 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 & promote scenarios in the JDA S&OP solution
• Explain how to compare & evaluate scenarios to take decisions on maximizing margin & revenue

Lesson Exercises

• Creating, Sharing, & Comparing Scenarios

Lesson Objectives

• Explain the steps to create, view, edit, & delete action items
• Explain how to handle & manage exceptions
• Add comments & 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 & 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 & 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 & Proportional Disaggregation
• Converting Currency Values
• Using the Lock Option

Lesson Objectives

• Explain the concepts of RCCP, Base Plan Calculations, Demand Edits, Load Edit, Transfer Load, & Capacity Edit
• Explain the steps to transfer a Load & 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, & Build Late Limit
• Explain Pegged Measures, Total Measures, & 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

A: BlueYonder (formerly JDA Software Group) is an American software & consultancy company owned by multinational conglomerate Panasonic. Blue Yonder gives supply chain management, manufacturing planning, retail planning, store operations & category management offerings headquartered in Scottsdale, Arizona.

A: Blue Yonder is partnering with data cloud provider Snowflake. The Blue Yonder Luminate's end-to-end supply chain platform is running on a new cloud-based data foundation.

A: The Blue Yonder Intelligent Fulfillment™ solution delivers integrated, best-of-breed supply chain planning & execution capabilities that holistically & iteratively solve inventory planning, replenishment, & order fulfilment challenges in an Omni channel world.

A: BlueYonder Luminate Logistics provides an end-to-end planning-to-execution platform that enables flexible, fully autonomous distribution networks. Luminate Logistics helps organizations recognize problems before they happen, get AI/ML-based recommendations for action, & minimize risk.

A: Overall, the product & services produced by Blue Yonder is a world-class tier 1 WMS. Great experience working with the Blue Yonder team & software. The level of support received from individuals at the company is excellent.

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