SPP - Plan Creation

SPP Plan Name

After the necessary pre-requisite setups are created the next step is to create the SPP plan.

Functional Details

Navigation -- Service Supply Chain Planner --> Service Parts Planning --> Names

If the system asks to choose the organization, select the organization in which the SPP plan needs to be created.

Important Fields

Name - Enter the SPP plan name.
Description - Enter the SPP plan description

Technical Details

The SPP plan details will be stored in the tables
1) MSC_PLANS
2) MSC_DESIGNATORS

SQL Query

SELECT *
  FROM msc_plans
 WHERE compile_designator = 'SPP Plan Name'

SELECT *
  FROM msc_designators
 WHERE designator = 'SPP Plan Name'

Service Parts Planning Setup - Step 8

Creating the Service Parts Planning(SPP) - Plan

Below is a quick checklist on all pre-requisites for creating the SPP Plan

1) A free database partition      
    If there are no free partitions, the SPP Plan Options form will give an error.
2) Assignment Set
    Assignment Set contains all the sourcing rules required by the SPP plan
3) Demand Priority Rule
4) Organizations, Subinventories
5) Demand Schedules
    Demand schedules are the Forecast demand, Safety stock demand that will be given to the SPP plan as an input
6) Item Category Set
    SPP Plan will plan for the items defined in the category set
7) Auto-Release Queries
    After the SPP plan is run the planned orders generated by the SPP Plan will be released automatically based on the auto-release selection criteria defined in the auto-release queries.

Creating Database Partition

A concurrent Program 'Create APS Partitions' creates the database partitions needed for creating the SPP plan.

Parameters: 
Plan Partition Count - Number of free Partitions that need to be created

Service Parts Planning Setup - Step 7

Demand Priority Rules
The SPP planning engine will take the criteria and criteria order defined in the demand priority rules form to give the priority to the different orders like Sales orders, Forecast, Schedule Date etc while creating the planned orders.
Functional Details
Navigation -- Service Supply Chain Planner --> Setup --> Demand Priority Rules

Important Fields
Name - Name of the demand priority rule
Descrption  - Description of the rule
Enabled - Checkbox to enable or disable the rule
Criteria Name and Criteria Order

As shown in the above screenshot, the criteria can be, for example:
Schedule Date - The Due date of the orders will be given highest priority
Sales Orders, Forecasts & MDS Entries Priority - Sales Orders collected from source, Forecasts from Demantra will be given the highest priority


SPP Planning Engine will first plan and meet the demands given in the Demand Priority Rule.

Technical Details
The Demand Priority rules will be stored in the table - MSC_SCHEDULING_RULES


SQL Query

SELECT DISTINCT
  msr.meaning, -- Demand Priority Rule Name
  MSR.RULE_ID ,
  MSR.USAGE_CODE ,
  MFG.MEANING , -- Criteria Name
  MSR.SEQUENCE_NUMBER -- Criteria Order
FROM MFG_LOOKUPS MFG,
  MSC_SCHEDULING_RULES MSR
WHERE MFG.LOOKUP_CODE = MSR.USAGE_CODE
AND MFG.LOOKUP_TYPE   = 'MSC_PRIORITY_RULE'
and msr.meaning = 'Demand Priority Rule Name';

Service Parts Planning Setup - Step 6

Planning Parameters
After the assignment set is created and all the sourcing rules and supply allocation rules are setup in the assignment set,the next step is to setup the planning parameters. Some of these parameters can be overridden at the plan options level of the SPP Plan.

Functional Details
 Navigation --> Service Supply Chain Planner --> Setup --> Parameters

If the system asks for selecting an organization, we need to select the organization for which the planning parameters are to be setup.
Important Fields
Default ABC Assignment Group - This is the ABC group defined on source for each organization. This value gets collected from source.
Execution Defaults Block
Plan Safety Stock - This check box needs to be checked if safety stock is getting planned at the org.
Net Purchases - This check box needs to be checked if the Service Parts Planning engine needs to consider the intransit supplies while running the plan
Net WIP - This checkbox needs to be checked if the WIP orders (For example: orders related to repair WIP orders) need to considered by the SPP engine while running the plan
Technical Details
The details entered in the 'Planning Parameters' form are stored in table - MSC_PARAMETERS

SQL Query

select organization_id,
       sr_instance_id,
       demand_time_fence_flag,
       planning_time_fence_flag,
       consider_wip,
       consider_po,
       plan_safety_stock,
       consider_reservations,
       default_abc_assignment_group
  from msc_parameters 
 where organization_id = 'organization_id';

Supply Allocation Rules

Fairshare rules or supply allocation rules are defined for organizations for dividing the inventory based on a current demand ratio.

Functional Details
Navigation --> Service Supply Chain Planner --> Sourcing --> Supply Allocation Rules

Important Fields
Name - Name of the supply allocation rule
Effective Date Block - Effective From/To Date of the rule
Organizations Block
Org - Organization to which the inventory is divided based on the Priority given in the priority field.Currently we have the fairsharing happening based on the current demand ratio.
Priority - Priority given to the org when dividing the inventory accroding to the current demand ratio.
Technical Details
Tables involved in creating the supply allocation rules are given below
Name of the supply allocation rules is stored in table -  MSC_DRP_ALLOC_RULES
Organizations which are in fairsharing (Organization block ) are stored in table - MSC_DRP_ALLOC_RECEIPT_RULES

SQL Query

select rule_id,
       name,
       description,
       planning_active,
       plan_type
from msc_drp_alloc_rules;

select to_organization_id,
       sr_instance_id,
       receipt_rule_id,
       dmd_priority, -- Demand Priority
       rank -- Fairshare prority
  from msc_drp_alloc_receipt_rules 
 where receipt_rule_id = 'rule id from above query'

The above created supply allocation rules are setup in the assignment sets (for example at 'Instance/Org' level).

If the rule is setup at Org 'A' and the rule contains orgs 'B','C','D', and
If there is demand at org 'B','C','D', then the inventory at Org 'A' is divided into orgs 'B','C','D' based on the current demand ratio between orgs 'B','C','D'.

Service Parts Planning Setup - Step 5

Assignment Set
After creating the sourcing rules, the next step is to group the sourcing rules into a set called as Assignment Set.
The assignment set is given in the plan options of SPP Plan. The SPP plan will determine the sourcing rules from the assignment set and generate Planned orders.
Functional Details
Navigation -- Service Supply Chain Planner --> Sourcing --> Assign Sourcing Rules

Important Fields
Assignment Set - Name of the assignment set
Description    - Description of the assignment set
Assignments Block
Sourcing Tab
Assigned To - Every sourcing rule can be assigned at different levels as shown below.

Item-Instance-Organization - Sourcing rule will be applicable to the item given in the Item/Category field and organization given in the Instance/Org field.
Instance-Organization      - Sourcing rule will be applicable to all the items of the organization given in the Instance/Org field
Category-Instance-Org      - Sourcing rule will be applicable to all the items under the category given in the Item/Category field and organization given in the Instance/Org field.
Instance/Org - Source Instance code and the organization
Item/Category - Item or category to be enetered if the sourcing rule is being assigned at item level or category level
Type - Sourcing Rule
Sourcing Rule/BoD - Sourcing Rule Name
Condition  - If the sourcing rule is for movement of usable parts then the condition will be 'Usable'. If the sourcing rule is for movement of defective parts then the condition will be 'Defective'
Region/Zone - Region or Zone to be entered if the sourcing rule is being assinged at region level or Zone level.

Supply Allocation Tab

 Supply Allocation rules are to be entered if we want to enable fairsharing between organizations.
Assigned to - One of  'Instance-Org', 'Category-Instance-Org', 'Item-Instance-Org'
Instance/Org - Source Instance code and the organization
Item/Category - Item or category to be enetered if the sourcing rule is being assigned at item level or category level
Allocation Rule - Fairshare rule name
Technical Details
The tables involved in the assignment set are given below
1) Assignment set name is stored in -- MSC_ASSIGNMENT_SETS
2) Assignment block details are stored in -- MSC_SR_ASSIGNMENTS

SQL Query

select assignment_set_id, 
       sr_instance_id,
       assignment_set_name,
       description
  from msc_assignment_sets 
 where assignment_set_name = 'assignment set name';

--For Sourcing Tab
select assignment_id,
       assignment_set_id,
       assignment_type,
       sourcing_rule_id,
       organization_id,
       sr_instance_id,
       inventory_item_id,
       category_set_id,
       category_name       
  from msc_sr_assignments
 where assignment_set_id = 'assignment set id';

-- For Supply Allocation Tab
select assignment_id,
       assignment_set_id,
       assignment_type,
       sourcing_rule_id,
       organization_id,
       sr_instance_id,
       inventory_item_id,
       category_set_id,
       category_name       
  from msc_sr_assignments
 where sourcing_rule_id = -1
-- sourcing rule will be -1 for all fairshare rules
   and assignment_Set_id = 'assignment set id';

Service Parts Planning Setup - Step 4

Sourcing Rules
After the organizations are assigned to the 'Service Supply Chain Planner' responsibility, we need to create sourcing rules.
In a supply chain network, Sourcing Rules define from what all organizations an organization's demand is fulfilled.
If there are more than one organizations, that can replenish an organization 'A',then sourcing rules gives the flexibility to give the Rank and also the Allocation Percentage for each of the replenishing organizations.
 Functional Details
Navigation - Service Supply Chain Planner --> Sourcing --> Sourcing Rules
If the system asks for choosing an organization we can choose the organization for which we want to create the sourcing rule for.

Sourcing Rules can be created at Org Level, or Global Level.Global level sourcing rule will be available for all orgs.
Important Fields
Name - Name of the sourcing rule
Description - Description of the sourcing rule
Radio button - All orgs (Global Level) , Org (Org Level)
Check box - Planning Active
This check box will be checked (automatically) only when sum of the allocation percentages of the shipping organizations equals 100 %.The sourcing rule will be valid only when the 'Planning Active' checkbox is checked
Effective Date - The date from/to which the sourcing rule will be effective
Shipping Organizations block
 Type - Transfer From, Make At, Buy From, Repair At
 Org  - Shipping Organization
 Inventory Rebalance - Check box to determine if the shipping org is a rebalancing org
 Inventory Rebalancing Rank - If there is more than one inventory rebalancing org, then we can sepecify an inventory rebalancing org
 Supplier, Supplier Site - Will be populated for Repair Vendor organizations or for Supplier orgs.
Allocation % - The percentage of demand that the shipping org should satisfy.
(If there is more than one shipping org, the allocation % should sum of to 100 %)
 Rank - If there are more than one shipping organizations, then the Replenishment order of the orgs.
 Shipping Method, Intransit Time - Shipping details between Shipping Organization and the organization for which the sourcing rule is getting created
If Org B is shipping to Org A, then we give the Type as 'Transfer From'
If Org R is a Repair Vendor Org, then we give the Type as 'Repair At'
Rebalancing (Circular sourcing):The key difference between circular sourcing and normal sourcing is that a circular source participates in the supply chain replenishment only in case of excess (or surplus) inventory that will not be needed within a given time fence.
If Org A is rebalancing with Org B, then for circular sourcing to come into effect, it is mandatory to setup a rebalancing relationship between Org B and Org A.

Technical Details

All the tables that are involved in the sourcing rules are given below
Sourcing Rule Name is stored in table - MSC_SOURCING_RULES
The Effective dates of the sourcing entries is stored in table - MSC_SR_RECEIPT_ORG
The source organization details (shipping organizations) are stored in  - MSC_SR_SOURCE_ORG
The shipping method is stored in table - MSC_INTERORG_SHIP_METHODS


SQL Queries

1)
select sr_instance_id,
       sourcing_rule_id,
       sourcing_rule_name,
       description,
       planning_active,
       sourcing_rule_type
  from msc_sourcing_rules 
 WHERE SOURCING_RULE_NAME = 'sourcing_rule_name';

2)

select sr_receipt_id,
       sr_instance_id,  -- source instance id
       sr_receipt_org,
       sourcing_rule_id,
       effective_date,
       disable_date       
  from msc_sr_receipt_org 
 where sourcing_rule_id = 'sourcing_rule_id';
3)
 select source_organization_id,
        circular_src,     -- 'Y' if circular source is enabled
        circular_src_rank,
        allocation_percent,
        rank,                     -- Replensihment Rank
        ship_method
   from msc_sr_source_org 
  where sr_receipt_id = 'from msc_sr_receipt_org table';
4)
  select from_organization_id,
         to_organization_id,
         ship_method,
         default_flag,
         intransit_time,
         sr_instance_id
    from msc_interorg_ship_methods
   where from_organization_id = 'source_org_id'
     and to_organization_id = 'to_org_id'
     and plan_id = -1;