Adobe Captivate - Oracle



Slide 3 - Oracle Supply Chain Planning Cloud

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Welcome to training for Release 11. In this session, we will talk about what is coming in Oracle Supply Chain Planning Cloud in Planning Central, a new product in Release 11. This is the first of five presentation sessions for Planning Central.

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Slide 4 - Agenda

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In this release training, we will provide a product-level overview and demo of Planning Central. We will describe the capabilities and business values of the features in Planning Central related to monitoring supply chain performance, and explain how to use those features. We will also share implementation tips. Details of other Planning Central capabilities will be covered in four subsequent presentation sessions.

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Slide 5 - Planning Central Overview

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We will begin with an overview of Planning Central.

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Slide 6 - Introducing Oracle Fusion Planning Central

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Planning Central is a single planning application that includes demand forecasting, safety stock calculation, and supply planning.

Within the plan, users can create and consume demand forecasts, use forecast error measures to calculate safety stock levels, and perform supply planning to fulfill sales orders, forecasts and safety stock level requirements.

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Slide 7 - Planning Central: Integrated Demand and Supply Planning

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Planning Central allows users to create and control a unified set of dimensions to plan both supply and demand. The plan uses a common catalog of customer, organization, geography, supplier, item and resource dimensions spanning the same time buckets.

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Slide 8 - Planning Central: Integrated Demand and Supply Planning

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Planning Central has a unified data model and unified data analysis hierarchies that are shared across demand and supply planning functions. This enables planners to analyze planning results at arbitrary aggregate levels (for example at a category - business unit level), and to view demands and supplies across products with many different base units of measure using a single consistent reporting unit of measure (such as in a currency unit of measure).

Within Planning Central, there are over 200 seeded data measures that can be used for both demand and supply analysis. Users can pick and choose which measures are important to them.

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Slide 9 - Planning Central Business Flow

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The business flow in Planning Central spans data collection, demand planning, inventory planning, supply planning and release to execution systems. You can pick and choose which parts of the flow to use on a daily basis versus weekly basis. And you can pick and choose which components to use to build up your production plans.

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Slide 10 - Planning Business Flow – Step 1: Data Collection

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What Planning Central can plan depends upon the data it can collect. The collections process starts with master data, which is primarily sourced from ERP. Besides the basic item, resource, organization, customer and calendar data that define the planning dimensions, Planning Central can use:

• Item structures to explode item-level demand into component demands and supplies.

• Work Definitions to assign the resource dependencies for items.

• Units of measure to align plan data and to convert plans from one set of units to another.

• Costs to review plans in financial terms and evaluate the financial impact of planning decisions.

In the initial release, Planning Central will have two potential sources of demand:

• Sales orders that flow from Oracle Order Management Cloud Service.

• Shipment history from Oracle Materials Management Cloud Service.

Planning Central collects supply data from three sources in the initial release of the product:

• Oracle Inventory Management Cloud Service provides data related to on-hand inventory, reservations, material transfers, in-transit supplies and receipts.

• Oracle Manufacturing Cloud Service provides work in process status and any manufacturing work orders.

• Oracle Purchasing Cloud Service provides purchase requisitions and purchase orders.

Together these sources give a complete picture of the supplies that are being held or moved, built or bought.

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Slide 11 - Planning Business Flow – Step 2: Demand Planning

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Planning Central’s forecasting can handle many common demand planning requirements, including:

• Accurately predicting demand based on historical bookings and shipments

• Forecasting independent demand of models in configure-to-order (CTO) environments

• Generating inputs to safety stock calculation for regular and sparse demands

• Data cleansing, such as detecting and removing outliers, removing leading zeros, and filling in missing values

• Predicting demand for new items

• Comparing system-generated statistical forecasts with forecasts loaded from an external system, such as a sales forecast, for the purpose of consensus demand planning, and

• Providing accuracy metrics

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Slide 12 - Planning Business Flow – Step 3: Inventory Planning

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Planning Central’s inventory planning lets you set up statistical or heuristic inventory plans. You can set a fixed safety stock level (measured in units or days of supply), or use forecast error and target service level to calculate safety stock. Target service levels may be set at any dimension of the hierarchy, allowing you to segment your stocking policies by customer, channel, product family, warehouse or other factors. Inventory can also be set manually using mass updates when appropriate, such as when launching a product.

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Slide 13 - Planning Business Flow – Step 4: Supply Planning

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Planning Central’s supply planning determines the material and resource requirements to fulfill demand, based upon product structures and routings. Plans are unconstrained, meaning that they ignore limited resource or supplier capacity. Instead of imposing these constraints, Planning Central offers exception management and visualization tools so users can resolve supply/demand imbalances. Users can simulate changes to item attributes and lead times before making any final changes.

Planning Central’s supply plans can model outsourced manufacturing and delivery scenarios, including drop shipments and back-to-back orders.

Some hub and spoke configurations are supported – such as using the forecast from one Planning Central plan as a demand schedule for a second Planning Central plan, or planning master-planned items in one Planning Central plan and using that planned output to drive planning for upstream items in a second Planning Central plan.

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Slide 14 - Planning Business Flow – Step 5: Execution

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Even the best plan has limited impact if it can’t be executed effectively. Planning Central has built-in integration with other Oracle SCM Cloud applications to publish its order recommendations, synchronize updates and make changes when necessary. Planners can set up auto-release rules, or release orders manually.

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Slide 15 - Functional Architecture

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We will now describe Planning Central’s functional architecture.

Planning Central offers a robust, out-of-the-box integration with Fusion ERP both for collections and release of planning recommendations. It is also based on a common foundation layer that includes a common analytical model, exceptions framework, unified supply and demand planning data model, and a single supply chain network model. These core pieces are used in both supply planning and forecasting in Planning Central.

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Slide 26 - Capability Details Monitor supply chain performance

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We will now describe Planning Central’s capabilities for monitoring supply chain planning performance and for bringing business insight to the planner.

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Slide 27 - Configurable Planner Workbench

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The configurable planner workbench allows planners to view multiple plans and plan inputs simultaneously. Planners can choose to view data using pre-seeded layouts or create user-defined page layouts that are tailored to their company’s specific business processes.

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Slide 28 - Configurable Planner Workbench

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Using the configurable planner workbench planners can create multiple page layouts each designed around real world business processes and analysis. Planners can create dense, information-rich pages specific to their needs and how they wish to see information presented. Productivity is improved by being able to quickly switch between layouts depending on the type of analysis that needs to be performed.

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Slide 41 - Additional Information

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To reduce the amount of time that it takes to load a page layout, consider creating several layouts that are specific to a task, rather than creating one general purpose layout containing lots of tables and graphs.

You can use the same page layout across plans, simulation sets and plan inputs. Views that are not applicable are suppressed. For example, material plan is only displayed when looking at a plan.

A seeded page layout called Plan Summary is shipped with Planning Central.

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Slide 42 - Monitor Plan Performance at Aggregate Level – Plan Summary

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The Plan Summary provides the planner insight into a plan’s performance. It measures plan performance against a company’s targets. With a simple click, planners can get more information on a Key Performance Indicator (KPI) or set of KPI’s and drill down into other, more detailed views using contextual based navigation to perform further analysis. The components of the plan summary can be copied and customized by planners to create their own plan summary.

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Slide 43 - Monitor Plan Performance at Aggregate Level – Plan Summary

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Using Plan Summary, planners can see whether key performance indicators are meeting company objectives. Planners can easily perform multi-dimensional analysis going from higher to lower levels of granularity. When further analysis is needed, planners can focus on a particular area within a graph, such as a product category, and drill to other views with the context being carried through to the resulting view to perform root cause analysis.

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Slide 53 - Additional Information

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While the focus of this feature is on the pre-seeded Plan Summary content that is delivered out of the box, it is important to mention that end users can also create their own version of a plan summary. This is done by creating individual tiles and grouping them into a tile set for display within the planner workbench. In addition to creating the tiles you will also need to create the related graphs and tables that will be displayed in the content area when the tile is selected.

The Configure Planning Analytics feature, covered later in this presentation, describes how to create graphs (including tiles) in more detail.

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Slide 54 - Analyze Root Causes – Seeded Data Views

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Seeded Data Views display plan data including material and resource plan, and supplies and demands. A list of the seeded data views will be provided at the end of this feature. Seeded data views are used to view, and in some cases edit, plan input and simulation set data. For example, in plan inputs, the planner can edit supplier capacity.

Planners can search for data using either simple or complex criteria. Where desired, the criteria can be saved and reused over and over again. In addition to the pre-seeded views described here, there is also a set of seeded pivot tables and graphs that are available for planners to use.

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Slide 55 - Analyze Root Causes – Seeded Data Views

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Using seeded data views, planners can quickly perform root cause analysis by easily navigating across multiple data views. Access to data is quick and easy using custom saved searches. Custom table layouts can be created to tailor what columns are visible and the order in which the columns appear so the planner can see only the information that they need for the task at hand.

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Slide 69 - Additional Information

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In our demo, we only focused on a couple of the pre-seeded data views. Here’s a list of all the pre-seeded data views that are covered within this feature. Additional pre-seeded views are available in other features of Planning Central.

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Slide 70 - Analyze Root Causes – Seeded Analytics

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Seeded Analytics are intelligent navigation and in-context information to promote action. Seeded Analytics use information-driven navigation to guide you to critical business insight. They show you critical business information in the form of metrics, graphs, tables, and exceptions.

Information is presented at the level that makes sense within the context of your data view. Context specific information is obtained from the current view.

After selecting a Plan, you have a choice of seeded analytics containing key metrics to facilitate analysis.

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Slide 71 - Seeded Analytics – Demand and Supply Summary

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The Demand and Supply Summary report enables you to analyze demand and supply by viewing key metrics for a Plan. The Demand and Supply Summary report can be viewed as a table or a graph.

You can drill to the Demand and Supply Totals by Category table or to a custom table or graph.

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Slide 72 - Seeded Analytics – Fill Rate by Category Report

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The Fill Rate by Category report can be viewed in a table or graph. This enables you to:

• View and compare categories’ fill rates within a Plan, and

• Drill to the Exceptions table using the Category context to see items with a shortage

A Fill Rate by Customer report is also available using the ‘OPEN’ action.

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Slide 73 - Seeded Analytics – Forecast Comparison

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The Forecast Comparison report facilitates comparisons of the various forecasts within a Plan. You can compare forecasts from different stakeholders, such as manufacturing, sales, and marketing. The report can be viewed in a table or graph. You can drill to the Forecast Analysis report to analyze forecasts at the item and customer levels.

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Slide 74 - Seeded Analytics – Demand Exceptions Summary

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The Demand Exceptions Summary reports enable you to analyze demand. The exceptions that can be viewed in this report are:

• Late Replenishment for Sales Orders

• Late Replenishment for Forecast, and

• Past Due Sales Orders

The Demand Exceptions Summary report can be viewed as a graph or table. You can drill to a detailed Exceptions report showing all exceptions, including the three that are viewed in this report.

Notice that when hovering over a column, the dimension name is displayed. In this example, CS4001 is one of the categories of the Plan.

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Slide 75 - Seeded Analytics – Inventory Exceptions Summary

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The Inventory Exceptions Summary reports enable you to analyze inventory exceptions. The exceptions that are included in this report are:

• Items Below Safety Stock

• Items with a Shortage, and

• Items with Excess Inventory

The Inventory Exceptions Summary can be viewed as a table or graph. There are two types of graph showing the inventory exceptions: bar graph and sunburst graph.

From this report, drill to the Exceptions table to see the relevant exceptions.

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Slide 76 - Seeded Analytics – Most Utilized Resource Summary

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The Most Utilized Resource Summary report enables you to analyze over-utilized resources. The report is sorted on descending resource usage. Conditional formatting is used to highlight values that violate a threshold.

The report is available as a table and a graph.

From the report, drill to the Resource Plan to see resource requirements, availability and utilization percentages.

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Slide 77 - Seeded Analytics – Least Utilized Resource Summary

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The Least Utilized Resource Summary report enables you to analyze under-utilized resources. It is sorted on an ascending resource usage.

This report is available as a table and a graph.

From the report, drill to the Resource Plan to see resource requirements, availability and utilization percentages.

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Slide 78 - Seeded Analytics – Top 10 Categories by Revenue

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The Top 10 Categories by Revenue report identifies the top 10 revenue-producing categories sorted in descending order. It can be viewed as a table or shown as a graph with percentages.

Reports for the Top 10 Customers by Revenue are also available. This allows you to view and compare customers’ revenue within a Plan.

From these reports, drill to the Supplies and Demand table to see details filtered by item, organization, order type, and so on.

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Slide 79 - Seeded Analytics – Shipment Trends

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The Shipment Trend report enables you to evaluate:

• Shipment History actuals in past periods, and

• Shipment History trends projected for the future

It can be viewed as a table or a graph.

From the report, you can drill to the Top 10 Customers by Revenue table or graph.

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Slide 80 - Analyze Root Causes – Seeded Analytics

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Seeded Analytics allow you to easily view critical business information that makes sense within the context of the your data view.

Seeded Analytics help to answer questions such as:

• Are my forecasts trending with demand?

• Is my supply arriving on time? and

• Are my fill rates being met?

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Slide 81 - Configure Embedded Analytics – View Measures

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In Planning Central, both seeded analytics (as we just reviewed) and custom tables and graphs that you define show values from data series called measures. You can view the measures available in the Manage Planning Measures screen, including the change history and description. Here, you can also search for a specific measure, as well as view the measure’s configuration.

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Slide 82 - Configure Embedded Analytics – Set Measure Properties

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Measure configuration is done in multiple tabs within Manage Planning Measures.

In the Advanced tab (Properties subtab), Conversion Type allows you to define the valid Unit of Measure and Currency conversions that will be available for a measure in a table.

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Slide 83 - Configure Embedded Analytics – Set Measure Goals

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In the Advanced tab, the Goals subtab allows you to define the global goals for a measure. You can define high/low ranges and which range is better.

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Slide 84 - Configure Embedded Analytics – Conditionally Format Measures

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In the Advanced tab, Conditional Formatting allows you to define a color to be displayed as the table cell background when a measure meets a preset condition. For example, when displaying a projected available balance measure within a table, you can highlight in red any cell in which the projected available balance is below the corresponding safety stock target value.

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Slide 85 - Configure Embedded Analytics – Set Measure (Dis)Aggregation

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In the Aggregation and Disaggregation tab, you can view the dimensions, aggregation and disaggregation parameters of the measure.

For example, Projected Available Balance values at the week level should be the value of the latest underlying day; Projected Available Balance values at the category level should be the sum of the values of the underlying items.

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Slide 86 - Configure Embedded Analytics – View Measure Expression

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In the Expression tab, you can view the seeded expression or mathematical definition of the measure.

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Slide 87 - Configure Embedded Analytics – Manage Planning Measures

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In summary, Manage Planning Measures allows you to configure how values of seeded measures will appear in tables. This includes the units of measures to be used for the display, as well as color backgrounds that highlight how measure values compare to goal values. You can also examine key properties of a measure, such as how values will be aggregated when displayed at higher levels of aggregation, and how the measure values are computed.

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Slide 88 - Configure Embedded Analytics – Selector Tool

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The Selector is used to select the entities seen in tables and graphs and to create and manage Groups. Values can be chosen from a list, by criteria, or a combination of both.

The Selector Tool is launched when creating a graph or table by the Create and Configure actions. The Selector Tool has four tabs used to make selections:

• Measures allows you to select measures.

• Hierarchies allows you to select hierarchies and dimensions to display.

• Members allows you to select specific dimension members, and

• Layout allows you to format a graph or table.

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Slide 89 - Additional Information

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Measures for a graph or table are selected in the Measures Tab by moving measures from the Available pane to the Selected pane.

The measures selected here determine the content of the other tabs. The dimensions of the measures determine the dimensions available in the Hierarchies tab as well as the dimension members in the Members tab. For example if a measure is dimensioned by Product, Organization and Time, those dimensions and their hierarchies are visible in the other tabs.

The available measures can be displayed by Measure Group or alphabetically by using the List View/Tree View icon.

The ‘FIND’ field is used to find specific measures. When ‘Find’ is used, the number of measures meeting the Find criteria is shown to the right of the field. Clicking the arrow beside the field will highlight the measure in the Available pane.

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Slide 90 - Additional Information

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The Hierarchies Tab is used to select the dimensions, hierarchies and levels seen in the graph or table. For each dimension, the hierarchies and levels to be included in the graph or table are selected. To select a hierarchy, the checkbox in the DISPLAY column is checked.

In this example, the Gregorian Calendar hierarchy is selected for the Time dimension as indicated by the checkmark in the first column.

The levels of the hierarchy are shown in the second column. These determine what is seen in a graph or table. In this example, data in a graph or table will be shown starting at the Quarter level. The user can drill to the month level. Levels can also be skipped. For example Year and Month could be checked for the Time dimension. The effect in the graph or table would be that drilling on Year would expand to Month instead of Quarter.

Multiple hierarchies can be checked for a dimension. If no hierarchy is checked for a dimension, the dimension is not visible in the graph or table.

The Show Unassociated column is relevant only when two or more measures selected in the Measures tab have dimensions that differ. It controls whether the ‘Unassociated’ member will appear in the table in the column of the dimension which is not relevant for the measure.

In the table on the lower right, the table shows the measures PRICE and NET RESOURCE AVAILABILITY. Price is dimensioned by Product, Organization and Time. Net Resource Availability is dimensioned by Resource, Organization and Time. Looking at the table containing both measures, ‘Unassociated’ is showing in the Resource column because Resource is not a dimension of the measure Price.

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Slide 91 - Additional Information

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The Members Tab is used to manually select dimension members by moving members from the Available pane to the Selected pane. The members can be displayed hierarchically or alphabetically by toggling the List View/Tree View icons. The ‘FIND’ field lets the user search for a member by name.

Selecting members is optional.

If no selections are made on this tab for a dimension, the graph or table displays the dimension starting at the top level checked in the Hierarchies tab. For example, if the Gregorian Calendar hierarchy with Quarter and Month checked are the selections on the Hierarchies tab, the graph or table would display the Quarter with an icon to drill to Months.

There are also advanced filtering options available that will be discussed next.

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Slide 92 - Additional Information

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The Advanced Filter criteria tools enable filtering through the data to select specific members that fulfill some criteria. Filter Criteria tools can be accessed from the Members Tab Advanced Filter icon.

There are 5 filter criteria tools:

• Levels allow you to select the members in a level such as Account for the Customer dimension or Year for the Time dimension.

• Family allows you to select members based on a parent/child relationship, such as selecting the Months in a Quarter.

• Attributes allows you to select members based on attribute values, such as selecting items with names containing red.

• Measure Criteria allows you to select members that meet business criteria, such as Categories where Sales greater than Forecast.

• Time Range is used only with the Time dimension, and allows you to select time periods based on a range, start date, or today’s date.

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Slide 93 - Additional Information

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The criteria used to select or remove specific members can be saved in an Analysis Set.

There are four options on handling members meeting the criteria:

• You can Replace the current selection, if any, with members meeting criteria.

• You can Add members meeting the criteria to the current selection.

• The Keep option lets you keep only the members in the current selection that meet the criteria, and

• You can also Remove the members from the current selection that meet the criteria.

Here, we see that the criteria is ‘Replace with’ members in Level Item. The result is 37 items met the criteria. The criteria steps used are shown in the Criteria Steps area.

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Slide 94 - Additional Information

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The Filter Criteria tools can be applied sequentially to further refine the selection.

Here a list of 37 members is being refined to keep only those meeting a condition where Total Supply is greater than Total Demand. 8 members out of the previous 37 meet the criteria.

When accepted, the criteria steps section will show both criteria steps. The criteria steps can be saved for use with other tables and graphs.

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Slide 95 - Additional Information

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Analysis Sets allow you to save member selection criteria and apply it to any table or graph.

The criteria, when saved as a script, are run whenever the Analysis Set is applied to a table or graph. For example, an Analysis Set could contain criteria that selects the top 10 products based on sales for a monthly report. Since the criteria are run when the table or graph is displayed, changes in the top 10 products are automatically reflected in each month’s report.

An Analysis Set can also contain just a list of members that are often analyzed together. An example of this use is tracking a set of key customers over time.

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Slide 96 - Additional Information

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Apply Analysis Set applies the measures and members stored in an Analysis Set to the graph or table being created or edited. When creating or editing a graph or table, use Apply Analysis Sets to apply a saved selection of measures, criteria or dimension members to the graph or table.

The measures and members in an Analysis Set can replace current selections in the table or graph, or can be added to current selections.

Here, the members and measures of the selected Analysis Set are being applied to the graph.

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Slide 97 - Configure Embedded Analytics – Graphs

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Create Graph allows custom graphs to be easily created. The data, layout, graph type, formatting options, and so on are selected according to graph type. The graph can be shared with other users or kept for private use.

The navigation for creating a new graph is on the graph toolbar Actions menu: select Create > Graph. For reconfiguring an existing graph, navigate to the graph toolbar Actions menu and select Configure Graph.

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Slide 98 - Additional Information

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When configuring a graph in the Selector Tool, the Layout tab contains formatting options such as graph type, legend, axis parameters and so on.

There are many graph types from which to choose. Notice there are graph types and sub-types, such as Vertical Bar > Vertical Percent Bar. The graph type determines what format and layout options are available.

The General options include the title, subtitle and so on. In addition, Enable Drilling allows you to drill from a higher level of a dimension to a lower level, for example, Year to Quarter, and the graph redraws.

Optionally, you can enable hiding measures. This allows you to ‘hide’ a measure in a graph which is useful when the values of one measure are much larger or smaller than other measures. Hiding a measure can make the graph display more readable.

The X-Axis and Y-Axis panels are shown for graphs such as vertical or horizontal bar graphs or line graphs. For other graph types like Pie or Funnel, the value panels change to reflect appropriate options for those graph types.

The formatting panel is visible when appropriate for the graph type. It has options for visual effects such as 3D, and so on.

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Slide 99 - Additional Information

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A graph is a visual representation of measures and dimension members. It can be displayed in the following ways:

• Selected from the list of existing graphs

• Launched with context from a LINKED seeded analytic report or user-created table or graph. This will be covered later in this presentation

• Or displayed after being created/modified with the Graph tool.

Here the list of existing tables and graphs is seen after clicking on the Open button.

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Slide 100 - Additional Information

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The Graph Toolbar includes:

• An Action button that allows you to create, modify the content of, save, and delete a graph, as well as manage links to other tables and graphs.

• A View button that allows you to configure appearance elements of the graph, such as the graph’s overall size, the numerical scaling used for the graph axes, and the number of decimal places used for value labels.

• A Drill icon that allows you to drill to a linked table or graph.

• A Save Layout icon that saves the current graph layout.

• A Wrench icon that allows you to modify the configuration of the graph, and

• A Show Table icon that opens another tab with the data displayed in a table instead of a graph, and

• A Refresh icon that redraws the graph to reflect new data.

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Slide 101 - Additional Information

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View Measures allows you to show or hide one or more measures in the graph. The graph will redraw omitting the measure. In some cases the axis scaling will change to better reflect the visible values.

Show All results in all selected measures being visible.

Sometimes the values of the measures in a graph are significantly different. In the top graph, the values of the measure represented by the yellow bar are much smaller than the other two measures. In this case you may hide the measure as shown in the graph on the bottom.

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Slide 102 - Additional Information

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Graph Drill functionality allows a user to drill from a higher level of a dimension to lower levels. When the graph is created, multiple levels for a dimension are selected and the drill option is enabled on the Layout tab.

In the top graph, clicking on the Category level redraws the graph with the next level of detail as shown in the bottom graph. Clicking on Category again will collapse the lower level and redraw the graph for the Category Level.

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Slide 103 - Configure Embedded Analytics – Linking Tables and Graphs

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You can link a table or graph to another table or graph, passing the context of one to the other. The source and target Tables or Graphs to be linked are selected from a list.

If you check the ‘Enable Dynamic Linking’ checkbox, then the linked Table or Graph will be refreshed whenever the selections on the source Table change.

If ‘Pass highlighted selections and selected members’ is selected, then whatever is highlighted in the current Table, along with whatever filters were set up in the Selector, will be passed as context to the "Drill To" Table/Graph.

If ‘Pass Custom Parameters’ is selected, then you can choose the context to be passed to the linked Table or Graph individually for each dimension that is in the source Table or Graph.

To actually use a link that you have established, click the Drill icon in the source Table or Graph’s toolbar to select the linked Table or Graph.

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Slide 104 - Configure Embedded Analytics – Create Tiles and Tile Sets

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Tiles contain high level key indicator data. Multiple Tiles are collected into a set and displayed as a graphical headline providing an insightful view of the business.

Tiles can be one of six graph types with an associated table or graph in its content area.

To create a Tile, in Manage Tables, Graphs and Analysis Sets, select Create Tile. The Selector tool opens up to allow you to select measures, hierarchies and members. In the Layout tab, you can select one of the graph types.

For the Content Area, select up to four tables and graphs that contain information relevant to the information shown in the tile. For example, the Tile may show Plan level Demand and Supply information. The table or graph in the content area could show Demand and Supply information at a more detailed, category level.

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Slide 105 - Configure Embedded Analytics – Tables – Manage Tables

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One component of Planning Analytics is the availability of tables. Tables provide a tabular, worksheet-like view of data such as those referred to as cross-tabs or pivot tables.

In addition to the many pre-seeded tables that are available, you can also create new tables as well as copy, view, edit, and delete existing tables.

Table configuration is done using the Selector Tool described separately.

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Slide 106 - Configure Embedded Analytics – Tables – Table Layout

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You can configure the layout of the table by pivoting hierarchy levels and measures between rows and columns as well as to the page filter to filter the results displayed in the table.

You can also control the order that measures appear in the table as well as hide and show individual measures.

And when you get the table layout the way you like it, you can save the layout for future use.

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Slide 107 - Configure Embedded Analytics – Tables – Format Measures

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You can control the formatting of each of the measures displayed in the table. This includes:

• Overriding the Label that appears as the column or row heading for the measure

• Defining or overriding conditional formatting to change the cell background color based on a specified condition

• Converting measure values into different units of measure or currencies

• Displaying the measure as a value, an index, a cumulative value, a cumulative index, or a rank

• Controlling the number of decimal positions, the date format, and the cell alignment, and

• Scaling the measure value by hundreds, thousands, millions, or a custom factor.

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Slide 108 - Configure Embedded Analytics – Tables – Sorting

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You can sort the data in the table. Basic Sorting allows you to sort by the data values of a single Measure column in either ascending or descending order. Advanced Sorting allows you to sort on a combination of Levels and Measures.

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Slide 109 - Additional Information

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In this release, only “Grouped Sorting” is supported. With Grouped Sorting the inner most level on the row edge is sorted within all of the remaining levels on the row edge.

This example shows the results of sorting by “Original Shipments History” descending. In this case, Items (third column) are sorted by “Original Shipments History” descending within Period (second column) within Organization (first column).

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Slide 110 - Additional Information

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Basic Sorting is only enabled for Measures when Measures are positioned on the inner most column edge.

Basic Sorting Enabled shows examples of Tables where Measures are positioned on the inner most column edge.

Basic Sorting Not Enabled shows examples of Tables where Measures are not positioned on the inner most column edge. In this case Measures are either in rows or they are on the column edge but with another level below them.

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Slide 111 - Additional Information

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Advanced Sorting supports sorting by each of the Levels on the row edge in the order the Levels appear in the row edge. Advanced Sorting also supports sorting by a single Measure value when Measures are the only level on the column edge. In this case a Measure can be selected instead of the inner most Level on the column edge.

In this example, you could sort first on Organization, then within Organization on Period, and then within Period on either Item or one of the Measures (such as “Original Shipments History” in which case, the Items would be sorted within Period and Organization by the value of “Original Shipments History”). In all cases, the sort can be either ascending or descending.

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Slide 112 - Additional Information

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Drilling allows you to expand and collapse the Levels within a Hierarchy to view different levels of aggregation. Drilling is automatically available for the levels within the predefined hierarchies, but you can also configure drill pairs to drill across hierarchies or dimensions. Please note that drilling is only active for adjacent levels on the table.

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Slide 113 - Configure Embedded Analytics – Tables – Data Editing

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You can edit the values displayed in the table provided you have the appropriate security and the measure is editable.

You can edit individual cells or you can select a group of cells and edit them using the Edit Measures dialog. This allows you to:

• Set all the selected cells to a specific value

• Increase or decrease the value of all the selected cells by a specific value, or

• Increase or decrease the value of all the selected cells by a percentage

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Slide 114 - Configure Embedded Analytics – Tables

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The business value for tables is that they provide a consistent planning view that supports both demand and supply planning, and also that they allow end-users to customize the view to meet their needs.

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Slide 115 - Configure Embedded Analytics – Table and Graph Grouping

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You can create custom groups to organize tables and graphs in a manner that is relevant to their business process. A custom group can be created during creation of a table, graph, or analysis set.

Tables and graphs are accessed using Manage Tables, Graphs, and Analysis Sets or the Open action button. The list of entities can be sorted by column heading, including by Group.

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Slide 116 - Configure Embedded Analytics – Table and Graph Grouping

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Grouping tables and graphs is an easy way to organize analytics by business process or analyses. A new group can be created using Manage Groups. When configuring a table or graph, the entity is assigned to an existing group or a newly created group.

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Slide 117 - Configure Embedded Analytics

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Configure Planning Analytics provides quick and easy creation of custom tables and graphs. Configure Planning Analytics allows you to set up intelligent navigation and in-context information to promote action.

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Slide 118 - Spreadsheet Integration

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Spreadsheet Integration allows you to export item detail and supply and demand order detail from a Planning Central plan to Microsoft Excel, edit the data within Excel (in either off-line or on-line modes), and then bring the changes back into Planning Central. You can therefore use Excel to do planning analysis offline. In the on-line mode of spreadsheet integration, you can use Excel to do calculations on and manipulate live planning data.

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Slide 119 - Spreadsheet Integration

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Spreadsheet Integration allows you to effectively update large sets of Order or Item data. This is one method of efficiently modifying a lot of planning input data for the purpose of setting up simulation plan runs.

By exporting planning data to a spreadsheet, you can perform sophisticated planning analysis even while off-line. If you are on-line you can still take advantage of the mass edit and customization capabilities of a spreadsheet to efficiently review and modify large quantities of planning data.

The data extracts and modifications that you can do via spreadsheet respect the planning data security that you have set up via data access sets.

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Slide 120 - Additional Information

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Spreadsheet Integration supports an “online” or “live” mode in which the changes that you make in the spreadsheet are dynamically reflected in real time within the Planning Central plan itself.

The spreadsheets that are created by Planning Central have appropriate data validation in data entry fields (for example, choice lists or date pickers) to guide you in making valid planning data modifications. Fields that are not editable in Planning Central have a gray background in their corresponding cells in the exported spreadsheet, and these cells are protected from edits. The exported spreadsheet also has a change indicator column, so that you can easily see which rows you have edited in the spreadsheet.

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Slide 121 - Implementation Advice

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In the following implementation advice section, we will go through what you need to consider before enabling Planning Central features in your business, and what you need to know to set them up.

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Slide 122 - Feature Impact Guidelines

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This table depicts key implementation information for the first portion of the Planning Central features covered in this training session.

It details:

• If a feature is automatically available after installation.

• If a feature can be accessed using the shipped job roles – the exact job roles are detailed later in this section, and

• If a feature has any setup associated with it.

All of these features are automatically available, without additional setup beyond the usage steps described in this training. Please take a moment to review this information now. You may also come back to review this information at any time after completing the training.

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Slide 123 - Feature Impact Guidelines

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Here is the same feature impact information for the remainder of the features covered in this training session. Of these features, only Spreadsheet Integration requires additional setup steps. These will be described later in this training session.

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Slide 124 - Setup Summary for Planning Central

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Initial setup for Planning Central is performed via Functional Setup Manager (FSM). Within FSM, the Offering is Value Chain Planning, and the Functional Area is Planning Central. The setup tasks are as listed here. Please take a moment to review them.

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Slide 125 - Spreadsheet Integration Setup Detail

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We will now describe setups that are necessary on the Excel side for enabling the Spreadsheet Integration feature:

• You must have one of the supported versions of Microsoft Excel installed

• You must install the ADF Desktop Integration client, and

• In Excel Options, you must enable Trust access to the VBA Project object model.

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Slide 126 - Job Roles

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The shipped Job Roles associated with Planning Central are: Materials Planner, Supply Chain Planning Administrator, and Order Promising Manager.

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Slide 127 - Business Process Model Information

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One of the business processes covered in this training session is Manage Integrated Demand and Supply Planning. One activity within this process is Maintain Integrated Demand and Supply Processes.

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Slide 128 - Business Process Model Information

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Other activities under the business process Manage Integrated Demand and Supply Planning are Manage Integrated Demand and Supply Planning Inputs, and Manage Integrated Demand and Supply Plans.

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Slide 129 - Business Process Model Information

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Additional activities for this Business Process include Analyze Integrated Demand and Supply Plan, and Simulate Integrated Demand and Supply Plan Changes.

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Slide 130 - Business Process Model Information

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And finally, another one of the business processes covered in this training session is Manage Order Promising. Activities within this process are Manage Order Promising Rules, Collect Order Promising Reference and Transaction Data, and Manage Order Promising Inputs.

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Slide 131 - Related Reports & BI Analytic Information

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There are no additional reports and related BI analytics for Planning Central. Planning Central contains numerous analytics within its UIs.

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Slide 132 - Associated Release Training

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This slides lists the associated training available for this release.

This concludes the first of five training sessions on Planning Central Release 11. The other four Planning Central training sessions are listed here. You may also wish to review related release training for Global Order Promising.

Thank you for listening. You can pause and rewind any of these slides if you require additional time to take in the detail.

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