1. An Integrated Planning System in Excel A webinar by Production-Scheduling.com

2. Kien Leong Tony Rice

3. Integrated supply chain planning system built entirely in Excel INPUTSCALCULATIONREPORTING Routing Item Master Sales Orders BOM Inventory Purchase Orders Work Orders Forecast Consumption Product Replenishment BOM Processor MRP Multi Level Inventory Management Capacity Planning Finite Scheduling Purchasing Replenishment Projections Inventory Performance Analysis Purchasing Actions Capacity Planning Charts Finite Scheduling Gantts

4. Why build planning systems using Excel Spreadsheets? 300+ on the webinar 22,121 subscribers to Production- Scheduling.com

5. Most people already have a MRP or accounting system…

6. People want three things when they use spreadsheets for planning Flexibility Do our planning in a way that fits our business, not to fit the software Transparency Understand the logic and adapt it where necessary Familiarity Work with planning data in a simple way that is familiar and intuitive

7. Forecast Consumption Product Replenishment BOM Processor MRP Multi Level Inventory Management Capacity Planning Finite Scheduling Purchasing Let’s have a look at the functions performed by the Integrated Planning System

8. Forecast Consumption Product Replenishment BOM Processor MRP Multi Level Inventory Management Capacity Planning Finite Scheduling Purchasing …processes the forecast and combines with sales orders to create total demand Forecast Sales Orders Total Demand

9. Forecast Consumption Product Replenishment BOM Processor MRP Multi Level Inventory Management Capacity Planning Finite Scheduling Purchasing …calculates the replenishments based on min-max settings for finished product Total Demand Inventory Demand with Replenishments Min-Max Settings

10. Forecast Consumption Product Replenishment BOM Processor MRP Multi Level Inventory Management Capacity Planning Finite Scheduling Purchasing …explodes through all levels of the BOM BOM Total Demand Product BOM

11. Forecast Consumption Product Replenishment BOM Processor MRP Multi Level Inventory Management Capacity Planning Finite Scheduling Purchasing …calculates the net material requirements Demand with Replenishments To Make To Buy Inventory Product BOM

12. Forecast Consumption Product Replenishment BOM Processor MRP Multi Level Inventory Management Capacity Planning Finite Scheduling Purchasing …calculates inventory cover in days Net Requirements Inventory Supply and Demand Inventory Settings

13. Forecast Consumption Product Replenishment BOM Processor MRP Multi Level Inventory Management Capacity Planning Finite Scheduling Purchasing …compares production load with available capacity To Make Workcenters Load and Capacity Hours Calendar

14. Forecast Consumption Product Replenishment BOM Processor MRP Multi Level Inventory Management Capacity Planning Finite Scheduling Purchasing …compares production load with available capacity To Make Workcenters Work Order Start and Finish Times Calendar

15. Forecast Consumption Product Replenishment BOM Processor MRP Multi Level Inventory Management Capacity Planning Finite Scheduling Purchasing …generates purchase order actions To Buy Purchase Orders Orders to Place, Chase, Cancel and Defer Item Master

16. Excel-based planning system works alongside transactional systems Transactional Functions Sales Order Execution Work Order Execution Purchase Orders Execution Inventory Control Warehouse Management Master Data Management Item Master BOM Routing Supplier Data MRP SYSTEMEXCEL SYSTEM Planning Functions Forecast Consumption Product Replenishment BOM Processor MRP Multi Level Inventory Management Capacity Planning Finite Scheduling Purchasing

17. The system is built in modules so parts can be added, taken out or adapted easily

18. Development principles ensure a high quality of data and a robust system 1.Structure and Discipline 2.Consistent Approach 3.Standards for Development and Documentation

19. We will look at the first principle to better understand the demonstration 1.Structure and Discipline 2.Consistent Approach 3.Standards for Development and Documentation

20. There are four key elements to understand 1.Structure and Discipline a)Separate: Inputs | Calculations | Reporting b)Always use system data if available c)Use structured data if not available in system d)Each function contained in a module

21. Separate out Inputs, Calculations and Reporting INPUTS CALCULATIONREPORTING

22. Always use system data if available INPUTS CALCULATIONREPORTING CSV Text Files Data Interface Module Standard Text File Tables Calculation Modules Reporting Module

23. Use structured data if not available in system INPUTS CALCULATIONREPORTING CSV Text Files Data Interface Module Standard Text File Tables Parameters Module Calculation Modules Reporting Module

24. Each function contained in a module INPUTS CALCULATIONREPORTING CSV Text Files Data Interface Module Standard Text File Tables Parameters Module Calculation Modules Reporting Module

25. So you will see three types of files in the system SYSTEM INPUTSDATA FILES CALCULATION AND REPORTING MODULES

26. So let’s go and take a look at the system in action…

27. Integrated Planning System Webinar Package P-S_Planning.zip DOWNLOADWEBINARS Webinar 1 Setting up input data, Parameters and the Data Interface Module Thursday 30 June, sessions at 13:00 and 19:00 BST Webinar 2 Running the Modules, Interpreting the Reports and Taking Action Thursday 14 July, sessions at 13:00 and 19:00 BST Webinar 3 Customizing Reports and Implementing the System Thursday 21 Jul, sessions at 13:00 and 19:00 BST + = PILOT WORKING SYSTEM production-scheduling.com/ipsweb $US 570 Lifetime License Guaranteed Results