Review Master Scheduling basics and common practices. Presented by Stuart Greengart (Customer Experience Consultant, SPI) at the 2016 SPI Conference.

1. Purchasing
Essentials
STUART GREENGART

2. 1. Master Scheduling
2. Materials Planning
3. Hot Lists
4. Create Requisitions and Actions
5. Requisition Approval
6. Suggested Purchase Order
PURCHASING ESSENTIALS

3. Master Scheduling
• Process for inventory analysis, planning, and purchasing
• The Master Scheduling module provides the tools required to
make purchasing or production scheduling decisions based on
forecasts and inventory position.

4. Master Scheduling
• Planning
• Hotlists - Prioritize tasks
• Materials Planning - weekly inventory
position
• Requisitions
• PO export script converts requisitions to
Purchase Orders in the host system
• Actions
• Combine multiple Product needs into
one Requisition

5. Materials Planning
• Projects future weekly inventory levels by SKU
• Planning Horizon - Number of weeks is determined by parameters
• Link from PLF, Hot Lists, Reports, Dashboard
• Incorporates:
• Weekly demand plans
• Inventory ownership (on hand, on order, backorders)
• Returns
• Safety stock
• Vendor lead time

6. Materials Planning

7. Materials Planning - Buy Plan
• Lead Time
• Demand
• Product Roll-Up
• SKU Net Needs

8. Materials Planning - Demand
View Weekly Demand for all current and future offers

9. Hotlists
Shortage
• Backorders
• Future Backorders
• Net Needs
• Purchases/Transfers
Overage
• Liquidation
• Markdowns
• PO reschedule/cancel
• Transfers
Hotlists help you manage your inventory by prioritizing tasks

10. Hotlist Data
• STReq Short -Term = 4 weeks after Lead Time
(Parameter Set)
• LTReq Long -Term = End of Planning Horizon
Requirement Units =
Accumulated
Backorders
• STNetNeed = Need at Lead Time (Parameter
Set)
• LTNetNeed = Need at end of Planning Horizon
Net Need Units
• Overage units at the end of the Planning
HorizonOverage

11. Materials Planning
Data from Materials Planning populate the Hot Lists
Item Buy Plan for one SKU

12. Product Hot List
Ranked by tab selection and Lead Time
Select Tabs on the Bottom

13. Materials Planning - Buy Plan
• Drag the number of weeks to cover in the What-If row
• Buy for all Need

14. Materials Planning - Buy Plan
• Quantity is
generated to
cover all needs
• Needs are
calculated at
each SKU level

15. Materials Planning - Buy Plan
• View needs by
Descriptors –
Color/size
• Needs are
calculated at
each SKU level

16. Create Requisition
• Align to Lot to adjust
quantity to case pack
• Create Requisition

17. Create Requisition

18. Create Requisition
• Add Comments – Standard or New Entry
• Print internal, only on PO or Both

19. Create Requisition
• Calendar with Expected
Receipt Date
• Keep or change date based
on other receipts

20. Create Requisition - Print

21. Create Requisition
• Validate and Hold
• Remains as a Requisition
• Allows for future changes
and updates
• Validate and Save
• Released to Order
Management System
• PO Export process creates
Purchase Order

22. Create Requisition
• Create Requisition from Open Actions
• Consolidate multiple products on one Requisition

23. Requisition - Approval

24. Requisition - Approval
• Set up Approval Levels in the Security Module

25. Requisition - Lookup
Review and Approve Open Requisitions

26. Suggested Purchase Order
• Consolidates the needs for all products by Vendor.
• SPO Methods – Auto, EOQ, ROP, Coverage
• Recommend orders based on net needs
• Provides variability in coverage periods, delivery and percent
of demand purchased
• Configure different coverage levels by Vendor, Lead time,
Category, Company levels

27. SPO Hotlist

28. Vendor Order Review

29. Contact Me
• Stuart Greengart
Email: stuart.greengart@spi.com
Phone: 401-474-6881