1. Custom S&OP Sales Training Presenter’s Name Presenter’s Title

2. Agenda Introduction S&OP Market Positioning Oracle’s S&OP Solution Demonstrations Hands-On Exercises Customizing a S&OP demonstration Demonstration Additional Resources Wrap Up

3. Agenda Details Oracle 1 day Custom APCC and S&OP Workshop Start TimeEnd TimeDurationSectionTopic: Sales & Operations Planning 9:00 AM9:30 AM 0:30Discussion Welcome, Introduction, Logistics, Expectations 9:30 AM10:15 AM0:45LectureS&OP Market Trends, Business Drivers, Process Flow 10:15 AM11:00 AM0:45LectureOracle's S&OP Solution Overview & Positioning 11:00 AM11:15 AM0:15Break 11:15 AM11:45 AM0:30DemonstrationCore APCC for S&OP executive level demonstration 11:45 AM12:45 PM1:00ExerciseCore APCC student workshop 12:45 PM1:45 PM1:00Lunch 1:45 PM2:15 PM0:30ExerciseCore APCC student workshop (continued) 2:15 PM3:15 PM1:00Lecture S&OP Custom End to End Design Build Process 3:15 PM3:30 PM0:15Break 3:30 PM4:00 PM0:30LectureS&OP Demonstration Tips and Tricks 4:00 PM4:30 PM0:30DemonstrationCustom S&OP executive level demonstration 4:30 PM5:00 PM 0:30 DiscussionWrap Up and Review

4. Agenda Introduction S&OP Market Positioning Oracle’s S&OP Solution Demonstrations Hands-On Exercises Customizing a S&OP demonstration Demonstration Additional Resources Wrap Up

5. Agenda Introduction S&OP Market Positioning Oracle’s S&OP Solution Demonstrations Hands-On Exercises Customizing a S&OP demonstration Demonstration Additional Resources Wrap Up

6. 3 Levels of Customizing an Executive S&OP demonstration Tailoring APCC dashboard to reflect customer labeling information (i.e. customer names, product categories, suppliers, etc) Update APCC dashboard metrics to modify dates and values (i.e. Planning dates, Forecast amounts, capacity constraints, budget values, etc) Update APCC to reflect custom data build done in EBS and carry through to planning via collections

7. Customizing S&OP Executive Demonstration Update Meta Data Change Plan values

8. 1 - Update Meta Data A.Update and Run DSS Data Wizard for APCC values B.Update APCC reports to reference proper values (i.e. Resource description rather than resource ID, Category name rather than category ID, etc) C.Update OBIEE Dashboards to show updated tabs D.Update Vision Consensus Forecast Product Family Worksheet to reflect new Product Families E.Rerun Supply plan(s)

9. A) DSS Wizard Values Impacting APCC Executive Demo flow Product Categories (Data Entries > Supply Chain Manufacturing > Inventory > Categories) Vision Pad Elite Vision Pad Advanced Vision Pad Platinum Accessories Plastic Component Parts Hardware Handheld Computer and PDAs Computer Systems Suppliers (Commonly Changed Values > Suppliers) Allied Manufacturing Industrial Dressler Customers (Commonly Changed Values > Suppliers) Computer Services and Rental Business World Hilman and Associates Silicon City Organizations (Commonly Changed Values > Organizations HR)) Boston Manufacturing Chicago Subassembly Plant Singapore Distribution Center Dallas Manufacturing Seattle Manufacturing Seattle Distribution Center (Continued Next Slide)

10. A) DSS Wizard Values Impacting APCC Executive Demo flow Resources (Data Entries > Supply Chain Manufacturing > Discrete Manufacturing > Resources (Disc Mfg)) Vision Pad SX & ZX Chip Mount Machine (Chipmount9 – S1) Vision Pad SX & ZX Chip Mount Machine (Chipmount9 – M2) Vision Pad DX Chip Mount Machine (Chipmount1 – S1) SMT Machine (SMT M3) Pellet/Resin Mixer (Mixer1 – M1) Pellet/Resin Mixer (Mixer2 - M1) Kit Assembly Labor (KASSM – M1) Injection Molding Machine #3 (INJECTMLD3 – M1) Final Assembly Labor (FINAL ASSM – M1) Vision Pad DX Assembly Robot (ROBOT2 – M2) Vision Pad SX & ZX Assembly Robot (ROBOT9 – M1) Vision Pad Platinum Chip Mount Machine (CHIPMOUNT3 – S1) Vision Pad DX Chip Mount Machine (CHIP MOUNT – M2) Vision Pad DX Chip Mount Machine (CHIPMOUNT1 – S1) Vision Pad Platinum Assembly Robot (ROBOT 2 – M1) Vision Pad Platinum Chip Mount Machine

11. A) DSS Wizard Update Steps Open Data Wizard from DSS portal

13. A) DSS Wizard Update Steps Create header information for your dataset

14. A) DSS Wizard Update Steps Update your values in the different areas

15. B) APCC Report Updates to leverage Data Wizard updates DashboardTabReport TitleValues FromValues toComments S&OPSupply ReviewProduction Plan Comparison by Organization Organization (default value)Organization (Org description value)Insure in Pivot table results view Organization is added to Row level on left side of screen S&OPSupply ReviewTop Resource Utilization - Baseline Current Organization (default value) & Resource Organization (Org description value) & Resource Description Insure in Pivot Table and Pivot Table 2 results view Organization and Resource values are added to Row level on left side of screen S&OPSupply ReviewTop resource Utilization by Organization - Baseline Current Organization (default value)Organization (Org description value)Insure in Pivot table results view Organization is added to Row level on left side of screen SCADemand & SupplySupply Change by CategoriesASCP Category CodeASCP Category DescriptionBased on ASCP Category not Item Category that the Wizard updates SCADemand & SupplyTotal Supply by Categories - Baseline… ASCP Category CodeASCP Category DescriptionBased on ASCP Category not Item Category that the Wizard updates SCADemand & Supply (drill report) Aggregated Horizontal PlanASCP Category Code & Organization (default value) ASCP Category Description & Organization (Org description value) Still need detailed update instructions SCAExceptionsExceptions Summary by CategoryASCP Category CodeASCP Category DescriptionBased on ASCP Category not Item Category that the Wizard updates SCAExceptionsExceptions Summary by OrganizationOrganization (default value)Organization (Org description value)Insure in Pivot table results view organization value is added to Row level on left side of screen SCAResourceLeast Utilized resources…ResourceResource DescriptionInsure 1) in Pivot table results view resource value is added to Row level on left side of screen. 2) Chart View has new Resources check for the Y axes (horizontal i.e. first column) SCAResourceMost Utilized Resources…ResourceResource DescriptionInsure 1) in Pivot table results view resource value is added to Row level on left side of screen. 2) Chart View has new Resources check for the Y axes (horizontal i.e. first column).. With this change you will not be able to launch into ASCP from this report, due to the launch is from the Resource not Resource Description. SCAResourceResources with Change in UtilizationResourceResource Description *Also documented in Wizzard_dataset_for_APCC_demo_v4.xls

16. B) OBIEE Updates for APCC Reference documents How to copy a page in APCC.doc –Use to create new dashboard tabs Tips and Tricks APCC Customizations.doc –Copying reports to change –Modifying report to reflect different data Additional Tips to tailor OBIEE dashboards.docx –Copying and modifying embedded reports *Also documented in Wizzard_dataset_for_APCC_demo_v4.xls

17. C) APCC Dashboard Updates Display updated tabs and hide original tabs Rename original tabs and new tabs Hide original tabs Reorder tabs Refer to Additional Tips to tailor OBIEE dashboards.doc for step by step instructions

18. D) Update Demantra Worksheet Matching Data Wizard updates 1.Open Worksheet “Vision Consensus Forecast Product Family” and update Product Families to match Product Categories set earlier

19. E – Update Supply Plan Steps to updating SNO model 1.Edit / update.imp file to reflect Data Wizard customer and suppliers changes 2.Test your file  Launch Strategic Planning Workbench  Open BCust plan for TST:Seattle Mfg1  Import updated.imp file  Run scenarios

20. E – Update Supply Plan Edit.imp file

21. E – Update Supply Plan Open SNO model OR

22. E – Update Supply Plan Open SNO model 1 2 3 4 5

23. E – Update Supply Plan Open SNO model and importing file

24. E – Update Supply Plan Importing file

25. E – Update Supply Plan Run Scenarios

26. 1 - Update Meta Data A.Update and Run DSS Data Wizard for APCC values B.Update APCC reports to reference proper values (i.e. Resource description rather than resource ID, Category name rather than category ID, etc) C.Update OBIEE Dashboards to show updated tabs D.Update Vision Consensus Forecast Product Family Worksheet to reflect new Product Families E.Rerun Supply plan(s)

27. Customizing S&OP Executive Demonstration Update Meta Data Change Plan values

28. Steps to Change Plan Values within DSS 1.Move Forecast dates forward for Demantra 2.Create and Publish Forecast to share with supply 3.Update Supply Plans 4.Repeat steps 2 & 3 until desired results 5.Publish Supply Plans to APCC 6.Publish Consensus Demand to APCC 7.Create APCC Scenarios 8.Create Prior Information 9.Clean up Data for demonstration 10.Create saved queries in APCC

29. 1 - Move Forecast Dates Forward Roll Demantra History Forward 1.Stop Demantra via: (b) Manage Environment > ADS FMW File Manager > Demantra > Services > Stop Demantra 2.Log-in DSS instance MFG / welcome 3.As System Administrator responsibility - run ‘ADS Move Demantra Dates’ con-current request 4.Insure request completes without errors 5.Start Demantra via: Manage Environment > ADS FMW File Manager > Demantra > Services > Start Demantra 6.Validate your values have change

30. 1 - Move Forecast Dates Forward Stopping Demantra server

32. 1 - Move Forecast Dates Forward Run ADS Move Demantra Dates Forward

33. 1 - Move Forecast Dates Forward Restart Demantra server

35. 1 - Move Forecast Dates Forward Validate values have been updated Sales History Forecast into the Future

36. Steps to Change Plan Values within DSS 1.Move Forecast dates forward for Demantra 2.Create and Publish Forecast to share with supply 3.Update Supply Plans 4.Repeat steps 2 & 3 until desired results 5.Publish Supply Plans to APCC 6.Publish Consensus Demand to APCC 7.Create APCC Scenarios 8.Create Prior Information 9.Clean up Data for demonstration 10.Create saved queries in APCC

37. 2 – Create and Publish Forecast Making Forecast available for supply planning Create Forecast in Demantra Review forecast values and update if need or desire to do so Publish Sales History Launch Select Workflow Manager (Sales and Operations Planning System Administrator) Run/Start Export OBI Data Workflow Publish Forecast for Planning Launch Select Workflow Manager (Sales and Operations Planning System Administrator) Run/Start Vision_Site Workflow Insure workflow completes without errors

38. 2 – Create and Publish Forecast Create Forecast in Demantra

40. 2 – Create and Publish Forecast Publish Sales History

41. 2 – Create and Publish Forecast Publish Consensus Demand for supply planning

42. Steps to Change Plan Values within DSS 1.Move Forecast dates forward for Demantra 2.Create and Publish Forecast to share with supply 3.Update Supply Plans 4.Repeat steps 2 & 3 until desired results 5.Publish Supply Plans to APCC 6.Publish Consensus Demand to APCC 7.Create APCC Scenarios 8.Create Prior Information 9.Clean up Data for demonstration 10.Create saved queries in APCC

43. 3 – Update Supply Plan SNO, ASCP or RP Any of our supply chain planning engines can be used to generate supply plans for S&OP in APCC Strategic Network Optimization Advanced Supply Chain Planning Rapid Planning

44. 3 – Update Supply Plan Steps to updating SNO model 1.Edit / update.imp file to reflect Data Wizard customer and suppliers changes (if not already done while updating meta data) 2.Launch Strategic Planning Workbench 3.Open BCust plan for TST:Seattle Mfg1 4. Save BCust locally for easier manipulation 5.Import updated.imp file 6.Run scenarios 7.Adjust capacity on base model until desired results Please refer to E under Updating Meta Data visual for flow in screenshots

45. Steps to Change Plan Values within DSS 1.Move Forecast dates forward 2.Create and Publish Forecast to share with supply 3.Update Supply Plans 4.Repeat steps 2 & 3 until desired results 5.Publish Supply Plans to APCC 6.Publish Consensus Demand to APCC 7.Create APCC Scenarios 8.Create Prior Information 9.Clean up Data for demonstration 10.Create saved queries in APCC

46. Steps to Change Plan Values within DSS 1.Move Forecast dates forward 2.Create and Publish Forecast to share with supply 3.Update Supply Plans 4.Repeat steps 2 & 3 until desired results 5.Publish Supply Plans to APCC 6.Publish Consensus Demand to APCC 7.Create APCC Scenarios 8.Create Prior Information 9.Clean up Data for demonstration 10.Create saved queries in APCC

47. 5 – Publish Supply Plan Publishing each individual SNO model scenarios 1.Run and Publish Baseline scenario 2.Run and Publish Outsourcing scenario 3.Run and Publish Capacity scenario

48. 5 – Publish Supply Plan Run SNO scenario

49. 5 – Publish Supply Plan Review KPIs – Insure desired results

50. 5 – Publish Supply Plan Publish each scenario 1 2 3

51. Steps to Change Plan Values within DSS 1.Move Forecast dates forward 2.Create and Publish Forecast to share with supply 3.Update Supply Plans 4.Repeat steps 2 & 3 until desired results 5.Publish Supply Plans to APCC 6.Publish Consensus Demand to APCC 7.Create APCC Scenarios 8.Create Prior Information 9.Clean up Data for demonstration 10.Create saved queries in APCC

52. 6 – Publish Consensus Demand to APCC Run con-current request Assign Plan Name

53. Steps to Change Plan Values within DSS 1.Move Forecast dates forward 2.Create and Publish Forecast to share with supply 3.Update Supply Plans 4.Repeat steps 2 & 3 until desired results 5.Publish Supply Plans to APCC 6.Publish Consensus Demand to APCC 7.Create APCC Scenarios 8.Create Prior Information 9.Clean up Data for demonstration 10.Create saved queries in APCC

54. 7 – Create APCC Scenarios Making plans viewable on APCC Dashboards 1.Associate planning scenarios to APCC scenarios a.Demand scenario created via Assign Plan Name routine to each APCC scenario b.Supply scenarios created via step 5 above 2.Verify desired results display via the S&OP Dashboard SNO scenario Demantra plan

55. 7 – Create APCC Scenarios Open APCC Scenario Manager OR

56. 7 – Create APCC Scenarios Create new Scenario by Copying Existing 2 1 Query existing APCC scenario Copy existing APCC scenario

57. 7 – Create APCC Scenarios Update new APCC scenario – Supply Plan 1 2 3 1.Select new scenario 2.Query for new plan 3.Select new plan

58. 7 – Create APCC Scenarios Update new APCC scenario – Consensus Demand 1 2 3 1.Select new scenario 2.Query for new plan 3.Select new plan *Repeat Create APCC Scenario process for Add Capacity and Outsourcing scenarios

59. 7 – Create APCC Scenarios Verify metrics are as desired From Executive tab on S&OP dashboard query your three plans for the current year

60. Steps to Change Plan Values within DSS 1.Move Forecast dates forward 2.Create and Publish Forecast to share with supply 3.Update Supply Plans 4.Repeat steps 2 & 3 until desired results 5.Publish Supply Plans to APCC 6.Publish Consensus Demand to APCC 7.Create APCC Scenarios 8.Create Prior Information 9.Clean up Data for demonstration 10.Create saved queries in APCC

61. 8 – Create & Publish Previous APCC Scenario Creating a Previous Demand Plan 1.Open “vision_forecast_adjustment” worksheet in Demantra and update Weighted Forecast values to reflect desired previous forecast

62. 8 – Create & Publish Previous APCC Scenario Supply and Demand values 2.Run/Start Vision_Previous Workflow and insure completed without errors 3.Run and Publish PCust SNO model 4.Run con-current request Assign Plan Name for Vision_ Previous 5.Create / Update APCC scenario for Previous plan 6.Verify APCC Previous Demand Plan reflects desired metrics

63. 8 – Create & Publish Previous APCC Scenario Run/Start Vision_Previous Workflow OR Open S&OP workflow manager

64. 8 – Create & Publish Previous APCC Scenario Run/Start Vision_Previous Workflow

65. 8 – Create & Publish Previous APCC Scenario Verify Vision_Previous Workflow completed without errors No errors recorded select Logout

66. 8 – Create & Publish Previous APCC Scenario Open SNO OR

67. 8 – Create & Publish Previous APCC Scenario Run PCust SNO plan 1 2 3 4 5

68. 8 – Create & Publish Previous APCC Scenario Create a new SNO scenario to create a publishable supply plan

69. 8 – Create & Publish Previous APCC Scenario Run the Baseline scenario

70. 8 – Create & Publish Previous APCC Scenario Review KPIs

71. 8 – Create & Publish Previous APCC Scenario Publish your Previous Supply Plan scenario 1 2 3

72. 8 – Create & Publish Previous APCC Scenario Run con-current request Assign Plan Name

73. 8 – Create & Publish Previous APCC Scenario Open APCC Scenario Manager OR

74. 8 – Create & Publish Previous APCC Scenario Copy Previous APCC scenario 2 1 Query existing APCC scenario Select & copy existing APCC scenario

75. 8 – Create & Publish Previous APCC Scenario Update APCC scenario with new Previous Consensus Demand and Supply Plan

76. 8 – Create & Publish Previous APCC Scenario Verify APCC values reflect desired results

77. Steps to Change Plan Values within DSS 1.Move Forecast dates forward 2.Create and Publish Forecast to share with supply 3.Update Supply Plans 4.Repeat steps 2 & 3 until desired results 5.Publish Supply Plans to APCC 6.Publish Consensus Demand to APCC 7.Create APCC Scenarios 8.Create Prior Information Optional – Adjust Budget 9.Clean up Data for demonstration 10.Create saved queries in APCC

78. Optional – Adjust Budget 1.Update a Demantra Worksheet to make Budget Value editable 2.Update Budget Values 3.Run OBI Data Demantra Workflow

79. Optional – Adjust Budget Update Demantra - Making Budget Value editable

80. Optional – Adjust Budget Update Demantra Worksheet to make Budget Value editable

84. Optional – Adjust Budget Update Budget Values

86. Optional – Adjust Budget Run Export OBI Data

87. Steps to Change Plan Values within DSS 1.Move Forecast dates forward 2.Create and Publish Forecast to share with supply 3.Update Supply Plans 4.Repeat steps 2 & 3 until desired results 5.Publish Supply Plans to APCC 6.Publish Consensus Demand to APCC 7.Create APCC Scenarios 8.Create Prior Information 9.Clean up Data for demonstration 10.Create saved queries in APCC

88. 9 – Clean Up Data for Demonstration Refresh forecast data 1.Remove manual updates made to vision_forecast_adjustment Worksheet 2.Run / Start Vision_Site Workflow and insure workflow completes without errors 3.Open Supply Plan to insure you see demand

89. 9 – Clean Up Data for Demonstration Remove adjustments from forecast

91. 9 – Clean Up Data for Demonstration Run / Start Vision_Site Demantra Workflow

92. 9 – Clean Up Data for Demonstration Open SNO Model to insure you see your demand OR

93. 9 – Clean Up Data for Demonstration Open SNO Model to insure you see your demand 1 2 3 4 5

95. Steps to Change Plan Values within DSS 1.Move Forecast dates forward 2.Create and Publish Forecast to share with supply 3.Update Supply Plans 4.Repeat steps 2 & 3 until desired results 5.Publish Supply Plans to APCC 6.Publish Consensus Demand to APCC 7.Create APCC Scenarios 8.Create Prior Information 9.Clean up Data for demonstration 10.Create saved queries in APCC

96. 10 – Create Saved Queries Executive tab –End state = Current, Add Capacity, Add Outsourcing to Current Demand tab –Prior state = Previous to Previous –End state = Current, previous to Current Supply tab –Starting point = Current to Current –End state = Current, Add Capacity, Add Outsourcing to Add Capacity

97. 10 – Create Saved Queries Setting query data

99. 10 – Create Saved Queries Saving query data From Plan Options – Select Save Current Selections > For Me Your query is now saved and viewable via: Plan Options > Apply Saved Query

100. 10 – Create Saved Queries Repeat prior steps to create all the queries listed below: Executive tab –End state = Current, Add Capacity, Add Outsourcing to Current Demand tab –Prior state = Previous to Previous –End state = Current, previous to Current Supply tab –Starting point = Current to Current –End state = Current, Add Capacity, Add Outsourcing to Add Capacity

101. Additional Tips and Trick Have Demantra spreadsheet open so you can Alt Tab to it until launch is fixed in DSS You do not have to re-run your ASCP plans for the SCA Allow at least 1 complete day to prepare your instance Allow minimum 2 day to create custom data and value demonstration

102. Additional Resources & Contacts VCP Development Web site –Additional Product Positioning –Data Sheet, Press Release, Articles –AGSS Presents replays –Recorded Demo viewlets and scripts –User Guide, TOIs, etc Contacts: AGSS Brad Kerr - brad.Kerr@oracle.com - phone: +1 602 549 1215 brad.Kerr@oracle.com Linda Mitchell - linda.mitchell@oracle.com - phone: +1 949.466.8401linda.mitchell@oracle.com Dana Nigh - dana.nigh@oracle.com – phone : +1 678 773 6678dana.nigh@oracle.com Danny Smith - danny.smith@oracle.com – phone : +1 404 272 1213danny.smith@oracle.com Regional Team