RapidResponse Applications

Guide (Web Client)

SU 2210
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Kinaxis RapidResponse contains technology which is protected under US Patents #7,610,212, #7,698,348, #7,945,466,
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RapidResponse Applications Guide (Web Client)
Date of Publication: Thursday, October 13, 2022
Published in Canada.
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Contents

Contents

Part 1: Introduction 24
CHAPTER 1: Introduction to RapidResponse 26
CHAPTER 2: About Kinaxis 28
CHAPTER 3: Accessing help and documentation 30
Determining which help system or guide to use 31
Documentation conventions 34
Finding the content you need in HTML help 35
Your feedback 36
Help embedded in resources 36
Other ways to learn about RapidResponse 41
CHAPTER 4: Introduction to applications 44
Key business application resources 49
List of application resources 56
Workbook compatibility in the Web client 83
Closed loop data reconciliation 85
CHAPTER 5: New and changed features 92
2022 applications changes 93
2021 applications changes 94
2020 applications changes 98
2019 applications changes 105
2018 applications changes 116
2017 applications changes 125
2016 applications changes 129
Changes to resources 2020 133
Changes to resources 2021 137
Changes to resources 2022 146
New feature videos 150

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 Part 2: S&OP Foundation 152
CHAPTER 6: Sales and Operations Planning 154
Sales and Operations Planning overview 154
Sales and Operations Planning objective 155
Sales and Operations Planning functionality 156
Sales and Operations Planning measurements 156
Sales and Operations Planning roles and responsibilities 157
Sales and Operations Planning business process - Level 1 158
Sales and Operations Planning scenarios 159
Sales and Operations Planning task flows 164
Update Annual Plan task flow 165
S&OP High Level Process - Demand Planner task flow 168
S&OP High Level Process - Finance task flow 171
S&OP High Level Process - Sales task flow 172
S&OP High Level Process - Marketing task flow 173
Rebalance Demand to Supply task flow 174
Conduct the Executive S&OP meeting task flow 177
S&OP High Level Process - Supply Planner task flow 179
S&OP High Level Process - Operations task flow 180
S&OP High Level Process - Inventory Planner task flow 181
S&OP High Level Process - Process Owner task flow 182
S&OP High Level Process - Executives task flow 186
Sales and Operations Planning resources 187
Sales and Operations Planning dashboards 187
Sales and Operations Planning forms 187
Sales and Operations Planning hierarchies 188
Sales and Operations Planning processes 190
Sales and Operations Planning widgets 191
Sales and Operations Planning workbooks 192
CHAPTER 7: Live Lens 232
Live Lens metrics 232

Part 3: Supply Planning Foundation and Enhanced Supply Options 236

CHAPTER 8: Aggregate Supply Planning 238
Aggregate Supply Planning overview 238
Aggregate Supply Planning objective 238
Aggregate Supply Planning functionality 239
Aggregate Supply Planning measurements 239
Aggregate Supply Planning roles and responsibilities 240
Aggregate Supply Planning business process - Level 1 240
Aggregate Supply Planning scenario structure 241

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 Aggregate Supply Planning task flows 243
Aggregate Supply Planning task flow 244
Allocate Supply to Fulfillment Locations task flow 249
S&OP Process - Supply Planner task flow 252
Supply Planning - Resolve Gating Components task flow 253
Supply Planning - Resolve Gating Constraints task flow 257
Supply Planning - Resolve Supply Plan Excess task flow 265
Aggregate Supply Planning resources 268
Aggregate Supply Planning dashboards 269
Aggregate Supply Planning scorecards 269
Aggregate Supply Planning widgets 269
Aggregate Supply Planning workbooks 270
CHAPTER 9: Master Production Scheduling 286
Master Production Scheduling overview 286
Master Production Scheduling objective 287
Master Production Scheduling functionality 287
Master Production Scheduling measurements 287
Master Production Scheduling roles and responsibilities 289
Master Production Scheduling business process - Level 1 290
Master Production Scheduling scenario structure 291
Master Production Scheduling task flows 292
Master Production Scheduling task flow 293
Adjust Planning BOMs, Parameters, and Constraints task flow 296
Review and Adjust Planning BOMs task flow 299
Review and Adjust Planning Parameters task flow 300
Review and Resolve Constraints task flow 304
Align and Firm MPS task flow 306
Resolve MPS Issues task flow 311
Master Production Scheduling resources 323
Master Production Scheduling dashboards 323
Master Planning And Scheduling scorecards 323
Master Planning And Scheduling widgets 324
Master Planning And Scheduling workbooks 325
CHAPTER 10: Capacity Planning (Constraints) 353
Capacity Planning (Constraints) overview 353
Capacity Planning (Constraints) objective 354
Capacity Planning (Constraints) functionality 354
Capacity Planning (Constraints) measurements 355
Capacity Planning (Constraints) roles and responsibilities 355
Capacity Planning (Constraints) business process - Level 1 356
Capacity Planning (Constraints) scenario structure 356
Capacity Planning (Constraints) task flows 358

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 Capacity Planning - Collaboration to Resolve Gating Constraints task flow 359
Capacity Planning - Operations task flow 363
Create New Constraints task flow 370
Define and Update Constraint Targets task flow 372
Capacity Planning (Constraints) resources 373
Capacity Planning (Constraints) dashboards 374
Capacity And Constraint Planning workbooks 374
Constraint Manager 375
Constraint Properties 382
S&OP Constraint Widget Detail 387
S&OP Constraint Widgets 391
CHAPTER 11: Capacity Planning (CRP) 392
About the capacity planning workbooks 393
Viewing capacity details 394
Problem solving with capacity planning 397
Example: Balancing load 398
Example: A machine stops working 398
Capacity Planning workbooks 401
CHAPTER 12: Production Planning 434
Planning your production 435
Planning for different supply order types 435
Review and update product segmentation 436
Viewing segmentation data 438
Changing or overriding segment thresholds 439
Define and adjust parameters for production 441
Production wheels 442
Defining production wheels 445
Defining production wheel and cycle durations 446
Managing supply and constraints in a production wheel 450
Associate part sources with a production wheel 453
Part sequencing 454
Flexible deferrals 456
Production recurrence 461
Defining production recurrences 461
Assign a production recurrence 464
Associate part sources with a production recurrence 465
Assessing changeover 466
Assign changeover for a production group 466
Override changeover for a production group 467
Pre-planning in production planning 468
Production priorities 470
Production groups 471

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 Defining production groups 473
Associate part sources with a production group 474
Review constraint usage 475
Viewing constraint data 475
Compare load utilization over time or cycle count 478
Identify cycles with excessive constraint 479
Communicate about production 480
Production Planning resources 481
Review short-term demand plan 484
Identify demand plan exceptions 485
Create scenario for resolving exceptions 486
Review and adjust forecast spreading 487
Review forecast spreading 489
Adjust forecast spreading for a part-customer 490
Adjust forecast spreading for a part 491
Review forecast consumption 492
Review forecast consumption data 492
Review forecast consumption parameters 494
CHAPTER 14: Self-Healing Supply Chain 498
Self-Healing Supply Chain resources 499
Self-Healing Supply Chain alerts 499
Self-Healing Supply Chain dashboards 499
Self-Healing Supply Chain forms 500
Self-Healing Supply Chain scheduled tasks 500
Self-Healing Supply Chain scripts 503
Self-Healing Supply Chain task flows 504
Analyze lead time deviations task flow 504
Heal lead time deviations task flow 506
Analyze yield deviations task flow 512
Heal yield deviations task flow 514
Self-Healing Supply Chain Widgets 520
Self-Healing Supply Chain workbooks 524

Part 4: Demand Planning Foundation and Enhanced Demand Options 554

CHAPTER 15: Demand Planning 556
Demand Planning overview 556
Demand Planning objective 557
Demand Planning functionality 557
Demand Planning measurements 558
Demand Planning roles and responsibilities 558
Demand Planning business process - Level 1 559
Demand Planning scenario structure 560

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 Demand Planning task flows 561
Condition Sales Data task flow 562
Create a Consensus Demand Plan task flow 564
Input Forecast - Finance task flow 569
Input Forecast - Marketing task flow 572
Input Forecast - Sales task flow 576
S&OP Process - Demand Planner task flow 580
S&OP Process - Finance task flow 582
S&OP Process - Marketing task flow 584
S&OP Process - Sales task flow 585
Demand Planning resources 586
Demand Planning dashboards 586
Demand Planning forms 587
Demand Planning scorecards 587
Demand Planning widgets 587
Demand Planning workbooks 600
CHAPTER 16: Statistical Forecasting 660
Statistical Forecasting overview 660
Statistical Forecasting objective 660
Statistical Forecasting functionality 661
Statistical Forecasting measurements 663
Statistical Forecasting roles and responsibilities 663
Statistical Forecasting business process - Level 1 664
Statistical Forecasting scenario structure 665
Statistical Forecasting task flows 667
Configure the Statistical Forecast task flow 667
Manage NPI/EOL Items task flow 672
Additional configurations to a statistical forecast task flow 675
CHAPTER 17: Event Management 682
Event Management overview 682
Event Management objective 683
Event Management functionality 683
Event Management roles and responsibilities 683
Event Management resources 684
Event Management forms 684
Event Management workbooks 685
Advanced Statistical Forecasting (MLR) 694
Advanced Statistical Forecasting resources 695
Advanced Statistical Forecasting dashboard 695
Advanced Statistical Forecasting forms 695
Advanced Statistical Forecasting scripts 696
Advanced Statistical Forecasting task flows 696

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 Manage Regressors task flow 696
Advanced Statistical Forecasting widgets 708
Advanced Statistical Forecasting workbooks 709
CHAPTER 18: Demand Sensing 728
Discover the Demand Sensing process 731
Review Demand Sensing scenarios 734
Demand Sensing configuration scenario 737
Demand Sensing scenario for adjusting consensus demand plan 738
Manage sensed demand 740
Configure part-customers for demand sensing 741
Select part-customers for sensed demand forecast 741
Associate part-customers with demand segments 742
Identify Opportunities 742
Receive alert 744
Identify stockouts 744
Identify overstock 746
Assess consensus demand plan deviations 748
Fine-tune the short-term consensus demand plan 749
Examine demand signal impact 749
Compare forecasts 750
Override the consensus demand plan 751
Explore Demand Sensing resources 753
Demand Sensing alert 756
Demand Sensing automation chain 757
Demand Sensing dashboard 759
Commit Demand Sensing Results scheduled task 760
Convert Planned Orders to Scheduled Receipts scheduled task 761
Copy Sensed Demand Forecast to History scheduled task 762
Copy Sensed Demand to Forecast Detail scheduled task 763
Disable Planning - Pre-Demand Sensing Scenario scheduled task 764
Load Spread Monthly Consensus Forecast Into Weekly Buckets scheduled task 765
Replace Consensus Forecast with Sensed Demand scheduled task 766
Replace Consensus Forecast with Sensed Demand - Post Demand Sensing scheduled task 767
Reset Post-Demand Sensing Scenario scheduled task 768
Reset Pre-Demand Sensing Scenario scheduled task 769
Send Demand Sensing Data To ML scheduled task 770
Update Parent Scenario for Demand Sensing scheduled task 771
Commit Scenario script 771
Demand Sensing Scenarios script 772
Demand Sensing Send Data To ML script 773
Reset Scenario script 774
Update Scenario script 775

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 Analyze and Apply Sensed Demand task flow 775
Select Part-Customers for Demand Sensing task flow 775
Demand Sensing - Overstock widget 777
Demand Sensing - Stockouts widget 778
Demand Sensing workbook 779
Demand Sensing Library workbook 784
Demand Sensing Part-Customer Configuration workbook 785
Demand Sensing Script workbook 788
Demand Sensing Treemap workbook 791
Demand Sensing Widgets workbook 792
Machine Learning Job Status workbook 793
CHAPTER 19: Order Fulfillment 794
Order Fulfillment overview 794
Order Fulfillment objective 795
Order Fulfillment functionality 795
Order Fulfillment measurements 796
Order Fulfillment roles and responsibilities 798
Order Fulfillment business process - Level 1 799
Order Fulfillment scenario structure 800
Order Fulfillment task flows 802
Customer Service Representative task flow 803
Request Dates and Horizons task flow 806
Insert or Modify Orders task flow 809
Resolve Order Issues task flow 815
Promise Orders task flow 826
Repromise existing requests task flow 830
Review Orders on Hold task flow 836
Review Shipments task flow 838
Update Policies task flow 840
Order Fulfillment resources 848
Order Fulfillment dashboards 848
Order Fulfillment forms 848
Order Fulfillment scorecards 849
Order Fulfillment widgets 850
Order Fulfillment workbooks 851

Part 5: Inventory Management Foundation and Enhanced Inventory Options 894

CHAPTER 20: Inventory Management 896
Inventory Management overview 896
Inventory Management objective 897
Inventory Management functionality 897
Inventory Management measurements 898

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 Inventory Management roles and responsibilities 900
Inventory Management business process - Level 1 901
Inventory Management scenario structure 902
Inventory Management task flows 904
Assess Inventory Position task flow 905
Dispose of Inventory task flow 908
Investigate Inventory Quality Issues task flow 912
Investigate Inventory Value Issues task flow 915
Investigate Periods of Supply Issues task flow 918
Investigate Projected Late Orders task flow 922
Investigate Projected Stock-outs task flow 927
Manage Inventory task flow 929
Resolve Lead Times task flow 931
S&OP Process - Inventory Planner task flow 934
Transfer Inventory task flow 935
Update ABC Codes and Part Classes task flow 938
Update Inventory Settings, Definitions, and Targets task flow 940
Update Inventory Targets and Settings task flow 943
Update Safety Stock Policies task flow 947
Update Sourcing Properties task flow 951
Inventory Management resources 955
Inventory Management dashboards 955
Inventory Management scorecards 955
Inventory Management hierarchies 956
Inventory Management widgets 956
Inventory Management workbooks 963
CHAPTER 21: Inventory Planning and Optimization 1010
Inventory Planning and Optimization overview 1010
Inventory Planning and Optimization objective 1012
Inventory Planning and Optimization functionality 1013
Inventory Planning and Optimization measurements 1014
Inventory Planning and Optimization roles and responsibilities 1015
Inventory Planning and Optimization business process - Level 1 1016
Inventory Planning and Optimization scenario structure 1017
Inventory Planning and Optimization task flows 1020
Inventory Planning and Optimization task flow 1020
Configure SEIP Model task flow 1024
Cleanse Historical Data task flow 1029
Configure MEIO Model task flow 1033
Configure and Adjust Safety Stock Model task flow 1035
Generate, Review, and Override Recommendations task flow 1037
Review and Evaluate the Safety Stock Plan task flow 1039

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 Collaborate and Implement the Safety Stock Plan task flow 1042
Plan and Optimize Inventory task flow 1044
Inventory Planning and Optimization resources 1051
Inventory Planning And Optimization dashboards 1051
Inventory Planning And Optimization forms 1051
Inventory Planning And Optimization scripts 1052
Inventory Planning And Optimization widgets 1052
Inventory Planning And Optimization workbooks 1052
CHAPTER 22: Distribution Requirements Planning 1094
Distribution Requirements Planning overview 1094
Distribution Requirements Planning objective 1095
Distribution Requirements Planning functionality 1095
Order Fulfillment measurements 1096
Distribution Requirements Planning roles and responsibilities 1098
Distribution Requirements Planning business process - Level 1 1099
Distribution Requirements Planning scenario structure 1100
Distribution Requirements Planning task flows 1102
Distribution Requirements Planning task flow 1102
Measure Distribution Requirements Plan task flow 1105
Monitor Distribution Requirements Plan task flow 1110
Redistribute Inventory task flow 1118
Review and Resolve Late Supply task flow 1125
Review Inventory Position vs Targets task flow 1136
Update Distribution Requirements Plan task flow 1145
Update DRP Policies task flow 1151
Update Inventory and Planning Policies task flow 1155
Update Network Relationships task flow 1163
Distribution Planning Requirements resources 1166
Distribution Requirements Planning dashboards 1166
Distribution Requirements Planning forms 1166
Distribution Requirements Planning scorecards 1167
Distribution Requirements Planning widgets 1167
Distribution Requirements Planning workbooks 1169

Part 6: Command and Control Center 1228

CHAPTER 23: Supplier Collaboration 1230
What is supplier collaboration? 1231
The supplier collaboration process for purchase orders 1232
Managing commitments to purchase orders 1234
Responding to supplier commitments 1235
Addressing supplier commitments 1236
Conditions in the Supplier Responses worksheet 1238

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 Viewing open supplier purchase order requests 1240
Viewing committed purchase orders 1241
Adding, viewing, and searching notes on a purchase order line 1241
The supplier collaboration process for forecasts 1242
Viewing open forecast requests 1243
Viewing committed forecasts 1244
CHAPTER 24: RapidResponse for suppliers 1246
Supplier Collaboration in RapidResponse 1247
Responding to a new purchase order request 1248
Responding to a canceled purchase order 1249
Viewing purchase order history 1250
Responding to a forecast 1250
CHAPTER 25: Command and Control Center Foundation and Supply Disruption Template 1252
Command and Control Center license key 1252
Command and Control Center resources 1254
Command and Control Center documentation 1256
Command and Control Center scenarios 1257
Command and Control Center Supply Disruption Template 1258
Command and Control Center Supply Disruption Template Workflows 1259
Review current state of the exceptions 1261
Review corporate metrics 1261
Review exceptions by location 1263
Review exception statistics 1264
Review exceptions 1266
Analyze exception details 1267
Resolve exceptions 1268
Refresh resolution options 1268
Manually resolve an exception 1271
Start a collaboration to resolve an exception 1272
Edit an exception 1273
Review resolved exceptions 1275
Review exceptions that were automatically resolved 1275
Review data changes 1276
Explore the Command and Control Center resources 1277
Command and Control Center Template dashboard and widgets 1279
Command and Control Center Exceptions dashboard 1279
Ending Inventory widget 1281
Exception Map widget 1282
Exception Statistics widget 1283
Late Revenue widget 1285
Margin widget 1286
Exceptions widget 1287

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 My Supply Exceptions widget 1289
Revenue widget 1291
Service Level widget 1292
Command and Control Center workflows 1294
CCC Late Supply Main Workflow 1294
CCC Late Supply Exception No Longer Late 1311
CCC Late Supply Refresh Workflow 1312
CCC Create Collaboration for Exception Workflow 1320
Command and Control Center workbooks 1322
CCC Data Changes workbook 1322
CCC Exceptions Automatically Resolved workbook 1323
CCC Exceptions Configuration workbook 1324
CCC Key Metric Widgets workbook 1327
CCC Key Metric Widget Details workbook 1327
CCC Metrics workbook 1328
CCC Supply Exceptions workbook 1330
CCC Supply Exceptions Workflow workbook 1332
CCC Widgets workbook 1335
CCC Widget Details workbook 1336
Command and Control Center scheduled tasks 1342
Run CCC Main Exception Workflow 1343
Command and Control Center scorecards 1344
CCC Operations scorecard 1344
Command and Control Center forms 1346
Commit Resolution Option form 1346
Create Collaboration for Exception form 1347
Edit Exception form 1347
Refresh Exception Resolution Scenarios form 1348
Command and Control Center scripts 1350
Add Collaboration Link to Exception script 1350
Capture Resolutions script 1351
CCC Commit Resolution Option script 1351
Create Collaboration for Exception script 1352
Create New Exception script 1353
Edit Exception script 1353
Evaluate Scorecard Result script 1353
Exceptions Library script 1354
Get Process Orchestration Scenario script 1356
Get Workflow Name script 1356
Initialize Workflow Scenarios script 1357
Parse Scorecard Result script 1357
Refresh Exception Resolution Scenarios script 1358

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 Update Exception Scorecard Link script 1358
Update Exception Severity script 1358
Update Exception Status script 1359
Update Exception script 1359
Update Impacts script 1360
Update Resolutions script 1360
Command and Control Center task flows 1361
CCC Supply Exceptions Template 1361

Part 7: Industry Templates 1364

CHAPTER 26: Life Sciences Industry Template 1366
Review short-term demand plan 1366
Review Short-Term Demand Plan resources 1367
Identify demand plan exceptions 1368
Create scenario for resolving exceptions 1370
Review and adjust forecast spreading 1370
Review forecast spreading 1372
Adjust forecast spreading for a part-customer 1373
Adjust forecast spreading for a part 1374
Review forecast consumption 1375
Review forecast consumption data 1375
Review forecast consumption parameters 1377
Commit scenario for resolving exceptions 1379
Identify and Resolve Demand Satisfaction Exceptions 1380
Identify and Resolve Demand Satisfaction Exceptions resources 1382
Identify demand line exceptions 1383
Review and investigate late sales and tender orders 1385
Review and investigate late forecast 1390
Investigate exception causes: Demand for top-level assembly parts 1393
Investigate exception causes: Supply orders for top-level assembly parts 1395
Investigate exception causes: Planning parameters for top-level assembly parts 1396
Investigate exception causes: Bill of Material 1397
Identify low inventory exceptions 1398
Review periods of coverage 1399
Locate available supply 1402
Resolve demand satisfaction exceptions 1403
Create scenario for resolving exceptions 1404
Change transportation mode 1404
Get finished goods from a different location 1406
Change order priority 1409
Temporarily reduce safety stock 1411
Reduce minimum shelf life 1415

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 Modify supply allocations 1417
Open the Batch Allocation workbook 1418
Reallocate a supply of an independent demand to resolve a shortage 1419
Create a new pool to group batches 1420
Split a supply batch 1421
Modify part pooling behaviour 1423
Modify batch record attributes 1424
Modify part source pool 1425
Review the result of the simulation 1426
Make or request the change to supply allocations 1426
Collaborate to resolve an exception 1431
Collaborate with a Planner 1432
Collaborate with a Demand Planner 1433
Collaborate with a Master Scheduler to transfer finished goods 1435
Collaborate to request a change to time-phased safety stock 1437
Collaborate to request a change to fixed safety stock 1439
Collaborate to expedite work in progress 1441
Escalate the issue 1443
Commit scenario for resolving exceptions 1444
Close the loop with enterprise data source 1444
Identify and Resolve Excess Inventory and Expiry Exceptions 1445
Identify and Resolve Excess and Expiring Inventory Exceptions resources 1446
Identify excess inventory 1447
Review details of excess 1448
Resolve excess inventory 1450
Create scenario for resolving exceptions 1450
Transfer excess inventory 1450
Collaborate with a Demand Planner to resolve excess inventory 1454
Collaborate with a Master Scheduler to resolve excess inventory 1457
Identify expiry exceptions 1459
Review details of expiry 1461
Resolve expiry exceptions 1463
Create scenario for resolving exceptions 1464
Collaborate with a Master Scheduler to resolve expiry exceptions 1464
Change the expiry date of the supply 1466
Collaborate with Demand Planner to pull-in demand 1470
Collaborate with Demand Planner to reduce minimum shelf life 1472
Modify supply allocations 1476
Open the Batch Allocation workbook 1477
Reallocate a supply of an independent demand to resolve a shortage 1478
Create a new pool to group batches 1480
Split a supply batch 1481

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 Modify part pooling behaviour 1483
Modify batch record attributes 1484
Modify part source pool 1485
Review the result of the simulation 1486
Make or request the change to supply allocations 1486
Close the loop with enterprise data source 1491
Identify and Resolve Planning Parameter Exceptions 1492
Identify and Resolve Planning Parameter Exceptions resources 1493
Identify planning parameter exceptions 1494
Review planning parameter exception details 1497
Resolve planning parameter exceptions 1498
Create scenario for resolving exceptions 1499
Resolve Make part without planning BOM exceptions 1499
Resolve effective part source exceptions 1501
Resolve transfer part exceptions 1504
Resolve interval to expiry exceptions 1504
Resolve Buy part without a supplier exceptions 1505
Resolve inventory norm exceptions 1507
Resolve hierarchy definition exceptions 1508
Resolve planning zone definition exceptions 1508
Resolve life cycle state exceptions 1510
Resolve planning strategy exceptions 1511
Resolve supply stage exceptions 1512
Resolve standard cost exceptions 1513
Commit scenario for resolving exceptions 1513
Close the loop with enterprise data source 1514
Explore the Life Sciences resources 1514
Life Sciences Industry Template workbooks 1516
Batch Allocation workbook 1516
Calendar and Dates workbook 1520
Demand Exception Widget Details workbook 1521
Demand Order Analysis - Partial Orders workbook 1522
Exception Causes workbook 1525
Expiry Analysis workbook 1527
Forecast Consumption Analysis workbook 1530
Manual Closed Loop Planning Parameters workbook 1533
Manual Closed Loop for Supply workbook 1535
Periods of Coverage workbook 1536
Planning Parameters workbook 1540
Planning Parameters Exceptions Widget Details workbook 1542
Planning Sheet workbook 1544
Supply Order Analysis workbook 1545

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 Life Sciences Industry Template dashboards and widgets 1546
Supply Planner dashboard 1546
Count of Late Demand widget 1552
Count of Parts with Low Inventory Exceptions widget 1554
Count of Parts with Parameters Exceptions widget 1556
Demand Value Impacted by Parameters Exceptions widget 1558
Percent of Parts with Parameters Exceptions widget 1560
Expiry Risk Value by Expiry Risk Date widget 1562
Expired Value by Expiry Date widget 1564
Expired Value Chart widget 1565
No. of Parts with Consumption Exceptions widget 1566
Parts Above Maximum Periods of Coverage widget 1567
Parts Above Maximum Quantity widget 1569
Percent of Late Demand widget 1571
Percent of Parts with Consumption Exceptions widget 1573
Percent of Parts with Parameters Exceptions widget 1575
Revenue Impact from Late Demand widget 1577
Revenue Impact from Parts with Low Inventory Exceptions widget 1579
Supply Plan Attainment % widget 1580
Life Sciences Industry Template task flows 1582
Review Short-Term Demand task flow 1582
Modify Supply Allocations task flow 1584
Identify and Resolve Demand Satisfaction Exceptions - Life Sciences task flow 1586
Identify and Resolve Excess Inventory and Expiry Exceptions - Life Sciences task flow 1588
Identify and Resolve Planning Parameter Exceptions - Life Sciences task flow 1590
Resolve Excess Inventory - Life Sciences task flow 1592
Resolve Expiry Exceptions - Life Sciences task flow 1593

Part 8: Other Options 1596

CHAPTER 27: Engineering Change Management 1598
Choosing an engineering change 1599
Creating a scenario 1599
Deleting an analysis scenario 1600
Reviewing and adding notes to an analysis scenario 1600
Running the analysis 1601
Setting up effective dates 1602
Sharing an analysis scenario 1603
Validating change data 1604
Viewing analysis details 1604
CHAPTER 28: Analyzing bill of material structures 1606
Opening the BOM Analysis workbook 1607
Configuring BOM Analysis settings 1608

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 Identifying part components 1609
Tracing the critical path for a part 1610
Identifying where a part is used 1611
Identifying the top-level where a part is used 1612
Viewing costs in the BOM structure 1612
Substituting components within an assembly 1613
Identifying substitute components 1614
Defining substitute components 1615
Comparing BOMs 1617
Running the BOM comparison 1617
Analyzing BOM comparison results 1618
Example: Comparing BOMs across multi-enterprises 1620
Getting additional part information 1622
CHAPTER 29: Attribute-based planning 1624
Defining attribute rules 1625
Examples of attribute rules 1629
CHAPTER 30: Feature BOMs 1632
Displaying order components (feature based) 1632

Part 9: Supporting Resources 1634

Supporting alerts 1635
Supporting dashboards 1635
Supporting forms 1636
Supporting filters 1638
Supporting hierarchies 1640
Supporting responsibilities 1642
Supporting scorecards 1646
Supporting scripts 1648
Supporting widgets 1652
Supporting workbooks 1660
Allotment Overrides 1660
Attribute Rules 1666
BOM Analysis 1669
BOM Compare 1672
Clear to Build 1680
Clear to Release Orders 1687
Control Tables 1689
Customer Forecast Input 1713
Data Integrity - Constraint 1713
Data Integrity - Distribution 1720
Data Integrity - Event Planning 1736
Data Integrity - Material 1737

RapidResponse Applications Guide (Web Client) 20

Contents
 Data Integrity - Outsourced Supply 1788
Data Validation - Planned Orders 1795
Data Validation - SAP Transformed Data 1808
Data Publish 1813
Data Reconciliation Outside Cycle 1869
Demand Analysis 1870
Demand Management Exceptions 1875
Demand Order Analysis - Partial Orders 1883
Demand Order Analysis - Whole Orders 1905
Demand Planning Parameters 1923
Demand Segmentation 1926
Demand Waterfalls 1930
Demonstrated Service Level Metric 1932
DP Script Resources 1935
Feature Planning 1935
Financial Analysis - Corporate 1936
Financial Analysis - Operations 1939
Forecast Analysis 1941
Forecast Consumption Analysis 1947
Historical Scenarios 1950
Import External Data 1951
Inventory Analysis 1958
Inventory Expiry Profile 1967
Inventory Transfers 1969
Inventory Treemaps 1971
Inventory Trends 1972
Kanban Manager 1975
Line of Balance - Date 1985
Line of Balance - Unit 1990
Maintain Responsibility 1995
Manage Events 1998
Manual Closed Loop Demand Planning 2006
Master Data 2007
MLS Configuration 2013
Multi-Enterprise Inventory 2025
Multi-Enterprise Management 2030
NPI Record Creation 2036
Orders at Risk 2039
Orders by Feature 2050
Overloaded Constraints by Date 2051
Part Properties 2053
Planning Parameters 2091

21 RapidResponse Applications Guide (Web Client)

Contents
Planning Sheet 2097
Potential Excess and Obsolete 2102
Periods of Supply Details 2108
Periods of Supply Treemaps 2110
Possible Data Integrity Issues 2111
Potential Excess and Obsolete 2118
Prioritized ERP Actions 2124
Process Activities 2142
Process Calendar 2144
Process Widgets Workbook 2145
Purchase Avoidance Opportunities 2146
Revenue Opportunities 2153
Risk/Opportunity Assessment 2164
S&OP Annual Plan 2167
S&OP Assumptions 2171
S&OP Backlog Reports 2176
S&OP Backlog Treemap 2179
S&OP Capacity Review 2179
S&OP Constraint Annual Plan 2180
S&OP Constraint Manager 2182
S&OP Data Cleansing 2188
S&OP Demand Plan at Risk Treemap 2195
S&OP Demand Planning Ratios 2195
S&OP Forecast Accuracy 2199
S&OP Forecast Accuracy Widgets 2208
S&OP Forecast Item Management 2213
S&OP Forecast Range Treemap 2249
S&OP Gating Supplies 2250
S&OP Gross Margin Treemap 2253
S&OP Marketing Forecast 2253
S&OP Revenue Treemap 2260
S&OP Sales Forecast 2262
S&OP Statistical Forecasting 2267
S&OP Statistical Forecasting (Automated) 2272
S&OP Unit Variance Treemap 2273
S&OP Widget Details 2273
S&OP Widgets - Single Scenario 2286
S&OP Widgets Exceptions 2286
S&OP Write History Records 2286
SCM Constraint Targets 2288
SCM Constraint Widget Detail 2289
SCM Constraint Widgets 2289

RapidResponse Applications Guide (Web Client) 22

Contents
 SCM Targets 2290
SCM Widget Details 2291
SCM Widgets Workbook 2294
Scripts Workbook 2294
Spend Treemap 2295
Supply Analysis 2295
Supply Chain Risk Management 2299
Supply Order Analysis 2304
Supply Waterfalls 2308
Write Corporate Monitor Metrics 2310
Write Currency Forecast to History 2317
Supporting task flows 2320
Maintain Responsibility task flow 2320
Evaluate Contract Manufacturer's Excess Supply task flow 2325
Evaluate Customer Order Changes task flow 2326
Reduce Safety Stock task flow 2329
Resolve Late Outsourced Supply task flow 2331
Respond to Order Changes task flow 2333
Respond to Forecast Changes task flow 2335
Respond to Supply Changes task flow 2340
Review Customer Order Change Impact on Shop Kanban Sizing task flow 2344
Review Customer Order Change Impact on Source Kanban Sizing task flow 2345
Update Shop Kanban Sizing task flow 2346
Update Source Kanban Sizing task flow 2347
Validate Outsourced Supply Plan task flow 2348

Index 2350

23 RapidResponse Applications Guide (Web Client)

Contents
Part 1: Introduction
l Introduction to RapidResponse
l About Kinaxis
l Accessing help and documentation
l Introduction to applications
l New and changed features
CHAPTER 1: Introduction to RapidResponse

This documentation set (Help and User Guide) supports RapidResponse™ from Kinaxis.
RapidResponse integrates key functional processes in supply chain management (SCM), sales and
operations planning (S&OP), and other associated areas. You can use this cloud solution to dramatically
reduce the time it takes to identify plan deviations and make critical course corrections.
Expanding beyond SCM and S&OP, RapidResponse measures the impact of changes (current and future)
so teams can collaborate on response scenarios across interrelated functions, inside and outside the
company.
With RapidResponse, companies benefit from an end-to-end solution in a single product. Users
throughout the entire supply chain, from demand managers and customer service representatives to
master schedulers and planners have access to these key capabilities:
l Data visibility and reporting: provides companies with an accurate and dynamic view of their entire
supply chain. Data collected from multiple sites and disparate enterprise systems, including key
suppliers and contract manufacturers, is transformed into valuable information that provides
operational insight, driving improved decision-making and action.
l Interactive visualizations: dashboards, treemaps, and chart visualizations fulfill a critical
requirement for monitoring key performance indicators (KPIs) and pinpointing the cause of a
problem before taking action. Plan deviations are easily identified and the root causes of any
issues are quickly discovered, so companies can make crucial course corrections in a timely
manner.

RapidResponse Applications Guide (Web Client) 26

 l Collaborative what-if analysis: companies can understand the impact of a change on operations
by simulating supply chain events and proposed solutions. Companies can create numerous
scenarios and different departments can evaluate them before taking corrective actions.
l Scorecarding: calculates and compares the scores of multiple what-if scenarios in terms of how
well they meet individual, departmental, and company-wide metrics and objectives.
l Alerting and event management: displays continuous monitoring of supply and demand activities
and automatically generates notifications when exceptions that pose risk to the business occur.

27 RapidResponse Applications Guide (Web Client)

CHAPTER 1: Introduction to RapidResponse
CHAPTER 2: About Kinaxis

Kinaxis enables our customers to improve and accelerate analysis and decision-making across their
supply chain operations.
We help leaders across multiple industries, including A&D, Automotive, High Tech, Industrial, and Life
Sciences to create a foundation for concurrent planning, continuous performance monitoring, and
coordinated responses to plan variances across multiple areas of the business. Our single-product
offering supports a full spectrum of supply chain related business processes, including S&OP, supply
planning, capacity planning, demand planning, inventory management, MPS, and order fulfillment.
Our customers have immensely complex supply chain networks and volatile business environments. Yet,
they have been able to replace disparate planning and performance management tools and realize
significant operations performance breakthroughs in planning cycles, supply chain response times, and
decision accuracy. They can easily model varying supply chain conditions to make both long-term and
real-time demand and supply balancing decisions quickly, collaboratively, and in line with the shared
business objectives of multiple stakeholders.
For more information, visit www.kinaxis.com or the Kinaxis Knowledge Network at
http://knowledge.kinaxis.com/. Kinaxis trades on the Toronto Stock Exchange (TSX:KXS).

Customer Support
The Kinaxis Customer Support team understands demand and supply chain planning, monitoring and
response, and is experienced in applying RapidResponse to real-world business scenarios. Areas of
expertise include:

RapidResponse Applications Guide (Web Client) 28

 l RapidResponse functionality
l Data extraction and mapping issues
l Technical software compatibility
l Coordination of integration
l Product implementation

If you are a key support contact, you can submit support cases. To submit a support case, log into the
Kinaxis Knowledge Network. You can also contact Kinaxis Customer Support by phoning 1-866-463-
7877 or by sending a message to [email protected].

Kinaxis Knowledge Network

The Kinaxis Knowledge Network is the place to find knowledge about RapidResponse. In one site, you
can:
l Search all knowledge about RapidResponse, including product documentation, knowledge base
articles, and threaded discussions about common questions.
l Review your company's Customer Support requests (and, if you are a key support contact, create
new Support requests).
l Engage with a community of RapidResponse experts in the Discussion Groups.

Go to https://knowledge.kinaxis.com and log in today. You can also access the Kinaxis Knowledge
Network from RapidResponse by clicking Kinaxis Knowledge Network on the Help menu.

29 RapidResponse Applications Guide (Web Client)

CHAPTER 2: About Kinaxis
CHAPTER 3: Accessing help and
documentation
Determining which help system or guide to use 31
Documentation conventions 34
Finding the content you need in HTML help 35
Your feedback 36
Help embedded in resources 36
Other ways to learn about RapidResponse 41

The RapidResponse documentation set includes several different help systems and guides, each dealing
with a different area of knowledge. Help for individual resources, such as workbooks is also available.
In addition to the RapidResponse documentation, you can access a variety of other resources to help
you learn about the capabilities and features in RapidResponse. These include an online community
where you can view how-to videos and find advice, a mailing list that you can use to keep up to date on
supply chain news and upcoming events, and instructor-led training courses.

Accessing RapidResponse help systems and guides

You can access RapidResponse help systems and guides two ways:
l Access documentation directly from the Help menu in RapidResponse.
l For links to all of the available help systems and guides, see "Determining which help system or
guide to use" on page 31.

RapidResponse Applications Guide (Web Client) 30

 Account permissions and the contents of your Help menu
The list of options that you see when you click the Help menu in RapidResponse depends on the
permissions that are associated with your RapidResponse account. The more permissions you have in
RapidResponse, the more options you see on the menu. For example, resource authors have more
permission than general users.
Links to documentation that you are less likely to need, based on your permissions, are not shown on
the Help menu. For example, users without administrator permissions do not see Administration Help.

Documentation formats
Most RapidResponse documentation resources are available as both HTML help systems and PDF
documents. Some documentation is only available in PDF format.
HTML help systems are optimized for viewing in a web browser. While it is possible to print individual
topics from HTML help, you will get better results if you print the topic or topics from the equivalent
PDF guide.
PDF guides are optimized for printing. They can be viewed and printed using Adobe Reader®. You can
download Adobe Reader from the Adobe site at www.adobe.com.

Accessing help for RapidResponse resources

Help is often available in the RapidResponse application window for individual resources of the
following types:
l Dashboards and widgets
l Worksheets and workbooks
l Scorecards
l Forms
l Scripts
l Responsibility definitions

For more information, see "Help embedded in resources" on page 36.

Determining which help system or guide to

use
The RapidResponse documentation set includes several help systems and guides, each dealing with a
different area of knowledge. The following table summarizes the available documentation, some of
which you can access from the Help menu in RapidResponse.

31 RapidResponse Applications Guide (Web Client)

CHAPTER 3: Accessing help and documentation
Title Description

RapidResponse User Guide (Java This guide provides RapidResponse users with basic
Client) reference and procedural information. It covers
topics such as viewing data, modifying data as part
of simulation, solving business problems, and
customizing the user interface.

RapidResponse User Guide (Web This guide provides information on how to view and
Client) edit data in the Web client.

RapidResponse Applications This guide provides information about the

Guide - Web Client RapidResponse applications that support supply
chain planning processes across different functional
areas in the Web client.

RapidResponse Applications This guide provides information about the

Guide (Java Client) RapidResponse applications that support supply
chain planning processes across different functional
areas in the Java client.

RapidResponse Fundamental RapidResponse product overview, which includes

Concepts Guide key capabilities and the deployment methodology.

RapidResponse Resource This guide provides information on creating and

Authoring Guide managing resources, such as dashboards,
workbooks, and filters. Detailed information about
RapidResponse Query language is also included.

RapidResponse Data Model and Description of the RapidResponse data model and
Algorithm Guide associated algorithms. All tables and fields in the
data model are listed and described. This guide also
notes changes to the data model corresponding to
the RapidResponse release.

Data model posters A series of posters illustrating the structure of tables

and fields in RapidResponse, and the relationships
between fields. For more information, see "Data
Model Posters" on page 34.

RapidResponse Administration Information for administrators, covering installation,

Guide upgrades, maintenance, system settings, and user
administration.

RapidResponse Applications Guide (Web Client) 32

Determining which help system or guide to use
 Title Description

RapidResponse Scripting Guide Information about building custom applications

using scripting language objects, functions, and
methods to automate some RapidResponse
processes.

RapidResponse Embedded Information on creating embedded algorithms to

Algorithms Guide perform calculations on data in RapidResponse.

RapidResponse Web Services Information on using RapidResponse Web services

Guide to create users, resources, and Web service client
programs.

RapidResponse Data Integration Information about integrating enterprise data

Guide sources with RapidResponse, including mapping
data from source tables and fields, customizing the
RapidResponse database, extracting data from
enterprise sources, performing data updates to
bring new and updated data into RapidResponse,
moving data between RapidResponse instances, and
moving data changes between RapidResponse and
business partners in real-time.

RapidResponse User Guide This guide provides information on how to view data
(Mobile Client) in the Mobile client.

Global Help If you are not sure which help system contains the
information you need, you can search for it in this
help system, which includes information from all of
the other help systems.

RapidResponse Release Summary The latest release summary outlines all of the
changes that have been made in RapidResponse
2210, including new features and defect resolutions
in service updates. Release summaries can be found
in the Kinaxis Knowledge Network in the
Documentation Center.

Custom Help Your company might have also created custom help
specific to your RapidResponse implementation.

The permissions associated with your RapidResponse account affect the list of guides that you can
access from the Help menu. For more information, see "Account permissions and the contents of your
Help menu" on page 31.

33 RapidResponse Applications Guide (Web Client)

CHAPTER 3: Accessing help and documentation
Data Model Posters
Users who have permission to create resources such as workbooks and dashboards have access to the
following posters on their RapidResponse Help menus:
l RapidResponse Data Model for Import poster: displays the relationship between the tables and
fields used in the RapidResponse data import process.
l RapidResponse Calculated Data Model poster: displays the relationship between the main
RapidResponse database calculated tables and fields. Calculated fields in the RapidResponse data
model input tables are also displayed.
l RapidResponse Sales & Operations Planning poster : displays the relationship between the tables
used to support the Sales & Operations Planning application.
l RapidResponse Inventory Planning and Optimization poster : displays the relationship between
the tables used to support Inventory Planning and Optimization application.
l RapidResponse Integrated Project Management poster : displays the relationship between the
tables used to support Integrated Project Management application.
l RapidResponse Historical Supply poster and RapidResponse Historical Demand poster: displays the
relationship between all tables (input, control, and calculated) that are used to store historical
supply data and historical demand data, respectively.

Documentation conventions
To help you quickly locate and interpret information, Kinaxis guides use conventions noted in the
following table.

Convention Description

bold Bold is used for user-interface elements in procedures. For example:

On the toolbar, click Save.

italic Italic is used when citing other documents. For example:

For more information, see the RapidResponse Administration Guide.

Courier Courier New is used for programming examples and text that is entered in Microsoft
New Windows Command Prompt window or command lines.

Caution: Identifies a caution message (critical information).

Note: Identifies a note.

Tip: Identifies a tip.

RapidResponse Applications Guide (Web Client) 34

Documentation conventions
 If you are using a Mac OS, procedures that use the Windows CTRL key should be replaced with the Mac
OS Command key.

Finding the content you need in HTML help

You can find information in any RapidResponse HTML help system by searching or by browsing in the
contents or the index.

Searching the help

You can find the information you require by entering a term in the Search box. You can also refine your
search by using AND or OR to search for a combination of words, and you can put quotation marks
around your search word or phrase to search for that exact phrasing only. For example, "sort" would
return any topics with the word "sort," but not the words "sorted" or "sorting."

Search for content

l Type a search term in the search bar and then click .

Note: If you do not want the words you searched for highlighted in the help topic, click Remove
Highlights .

Tip: If the browser window is small, the search bar might not be displayed. To see a search bar,
click or enlarge the window.

Browsing the contents and the index

You can also find information by browsing in either of these panes:

35 RapidResponse Applications Guide (Web Client)

CHAPTER 3: Accessing help and documentation
 l Contents: browse through the topics in the table of contents.
l Index: find a topic through the index. Scroll through the index or type a word or phrase in the
Search Index box to find an index entry.

Tip: If the browser window is small, the Contents and Index panes might not be displayed. To
see them, click or enlarge the window.

Your feedback
Kinaxis takes great pride in developing user-friendly applications and we hope that our documentation
resources ensure a high level of usability. We welcome your feedback about the help topics you access.
If you have comments or suggestions about Kinaxis documentation or training materials, you can email
them to [email protected].

Help embedded in resources

Many RapidResponse resources have help embedded within the resource. The form that this help takes
depends on the type of resource.
When help is available in a workbook or dashboard, you can open a Help panel from the toolbar. The
panel opens on the left-hand side of the resource.
You can also view the help for some types of resources in a card before you open the resource. This can
help you to determine whether a resource is the right one to use, without having to wait for it to load.

View and print worksheet and workbook help

Help can be defined for the workbook or for each worksheet in the workbook (or both). If help is
defined for both the workbook and the worksheets, the Help panel includes tabs that allow you to
switch back and forth between the workbook and worksheet help.
If descriptions are defined for the columns in the worksheet, these are included in the worksheet help.
You can hover over a header to view the column's description.

RapidResponse Applications Guide (Web Client) 36

Your feedback
 From the open Help panel, you can print the help. This prints the worksheet help for the active
worksheet (along with the workbook help, if available).

Show or hide the Help panel in a workbook

l On the workbook toolbar, click Help .

Note: If help is not available for the workbook or at least one worksheet, the Help panel can't
be opened.

37 RapidResponse Applications Guide (Web Client)

CHAPTER 3: Accessing help and documentation
 Print the worksheet or workbook help

1. On the workbook toolbar, click Help .

2. In the Help panel, click and then select Print Help.

View scorecard help

If a scorecard has help, you can view it by hovering your cursor over the name of the scorecard in the
Resources panel. This opens the resource card, which you can expand by clicking to see the help.

View and print dashboard and widget help

Dashboard help consists of the help defined for each widget in the dashboard. Most widgets in
dashboards that are supplied with RapidResponse have widget help, and some custom widgets might
also include help.
Widget help typically describes the metrics that appear in a widget.

RapidResponse Applications Guide (Web Client) 38

Help embedded in resources
 Some dashboards might include a text widget that contains information about how the dashboard is
intended to be used, and can include links to related resources.
From the open Help panel, you can print the help.

Show or hide the Help panel in a dashboard

l On the dashboard toolbar, click Help .

Note: If help is not available for at least one widget, the Help panel can't be opened.

Print the dashboard help

1. On the dashboard toolbar, click Help .

2. In the Help panel, click and then select Print Help.

View form help

Forms can display two types of embedded help:
l Text about the form as a whole can provide information such as what action is run by the
underlying script, the purpose of the form, or how best to use the form.
l Individual controls on the form might also display help specific to the control, such as the purpose
of the control or what types of values it accepts.

On an open form:

39 RapidResponse Applications Guide (Web Client)

CHAPTER 3: Accessing help and documentation
 l To view form help, click or hover over the information icon at the top right corner.

l To view help for a control, next to the control title, click or hover over the information icon. The
information icon is only shown if your cursor is on the control.

View script help

If a script has help, you can view it by hovering your mouse cursor over the name of the script in the
Resources panel, and then clicking on the script card. The card expands to display the script help.

You can also view the help from the dialog box where you provide script arguments.

RapidResponse Applications Guide (Web Client) 40

Help embedded in resources
 Resources without embedded help
Some types of resources, such as filters, cannot have embedded help, and not every resource that
could have embedded help does have embedded help. Resource authors decide whether or not to
include help when they create new resources that can have embedded help.
Sometimes, the information needed to use that resource might be available elsewhere. For example, if
you access a dashboard by opening it from a task flow, the information you need to understand the
purpose of the dashboard might be included in the task flow. Another example is a custom resource
created for your company, which might be documented in company procedures that are maintained
outside of RapidResponse.

Other ways to learn about RapidResponse

In addition to the RapidResponse documentation set, there are several other ways to learn about
RapidResponse.

Kinaxis Knowledge Network

Visit the Kinaxis Knowledge Network at knowledge.kinaxis.com to access features including:
l Upgrade Center: Learn what's new in each version of RapidResponse.
l Training videos: Familiarize yourself with the basic capabilities of RapidResponse by taking an
introductory course, delivered as a series of short videos. You can also view videos on some more
advanced topics.
l Discussion Forums: Discuss RapidResponse with other users.
l Blogs: Learn how others are using RapidResponse and solving supply chain problems.

Some content is only available after you create a Kinaxis Knowledge Network user account and sign in.

41 RapidResponse Applications Guide (Web Client)

CHAPTER 3: Accessing help and documentation
News mailing list
Subscribe to the mailing list to stay up-to-date on news and upcoming supply chain events, such as
Kinexions, the annual Kinaxis training and user conference. You can find the subscription form at
http://info.kinaxis.com/customer-subscription-page.

Training courses
Kinaxis offers instructor-led courses and self-paced online training courses to help you develop in-depth
RapidResponse knowledge. Instructor-led courses are usually delivered online in a virtual classroom,
but on-site instruction can also be arranged. To see a list of available courses, visit
https://www2.kinaxis.com/rapidresponse-training/courses.cfm.

RapidResponse Applications Guide (Web Client) 42

Other ways to learn about RapidResponse
CHAPTER 4: Introduction to applications
Key business application resources 49
List of application resources 56
Workbook compatibility in the Web client 83
Closed loop data reconciliation 85

Kinaxis offers multiple application options for managing supply chain planning processes across different
functional areas. These applications are grouped into foundation packages to address each area. In
addition, some enhanced options are also available within some packages. You can choose to address
individual supply chain planning processes or a collection of processes.
All applications are supported by RapidResponse's single data model and algorithms engine and can be
accessed through a common user interface. You can therefore use one product to holistically manage
multiple supply chain processes. You can also gain visibility across your supply chain to respond quickly
to changing conditions and ultimately realize significant operating efficiencies.
When you choose any RapidResponse application, you can leverage it in conjunction with other
applications as part of a broader integrated solution.

Note: The application processes and resources that are described in this guide are based on the
standard version of the processes and resources that are available for RapidResponse. These
resources often get modified during the implementation process, therefore, the resource
options and features that are described in this guide may not always reflect the options that you
have available.

RapidResponse Applications Guide (Web Client) 44

 RapidResponse business applications
The following table lists the foundation categories, the RapidResponse applications within each
category, as well as and the key activities that you can perform with the application.

Package RapidResponse Key activities

application

S&OP S&OP Start an S&OP cycle, define the annual plan and targets, monitor the status of
Foundation activities, measure progress against the set targets, rebalance the demand to
supply plan, obtain executive approval, and end the cycle. For more information,
see "Sales and Operations Planning" on page 154.

Live Lens View metric performance against company targets, helping you to determine the
best plan of action to meet and exceed those targets and adjust your operations
accordingly. For more information, see "Live Lens" on page 232.

45 RapidResponse Applications Guide (Web Client)

CHAPTER 4: Introduction to applications
Package RapidResponse Key activities
application

Supply Aggregate Supply Identify and evaluate gaps between the latest consensus demand plan and the
Foundation Planning aggregate supply plan, identify and resolve supply shortages and constraints,
(and Enhanced evaluate and resolve supply excess, and finalize the supply plan that best aligns
options) with the demand plan. For more information, see "Aggregate Supply Planning"
on page 238.

Master Production Identify the impact of the MPS on key company metrics and highlight gaps in
Scheduling material and capacity constraints.
In addition, you can resolve imbalances between the master schedule and
demand requirements through simulation and collaboration, so that the
resolution best aligns with company goals. For more information, see "Master
Production Scheduling" on page 286.

Capacity Planning Analyze constraints, create and modify constraints, review overloads and
(Constraints) underloads, level-load constraints, and adjust constraint properties. For more
information, see "Capacity Planning (Constraints)" on page 353.

Review Short-Term Review the short-term demand plan to identify demand plan forecast
Demand Plan consumption exceptions. Once you identify the exceptions, you can examine
sales orders to determine if the exception is caused by forecast spreading or
forecast consumption. You can resolve exceptions by adjusting forecast
spreading and forecast consumption parameters. See "Review short-term
demand plan" on page 1366.

Production Planning Production Planning is the process of modeling available capacity to balance
(Enhanced Option) workloads while effectively meeting demand. With a strong production plan you
can minimize the time and costs of production and best utilize your resources.
See "Production Planning" on page 434.

Capacity Planning Review and modify routing and work center information, identify overloads and
(CRP) (Enhanced underloads created at work centers, simulate changes to resolve the anomalies,
Option) and select the plan that best aligns with key company metrics. For more
information, see "Capacity Planning (CRP)" on page 392.

Self-Healing Supply Provides the ability to examine supply chain design assumptions by comparing
Chain (Enhanced them to actual results, and then automatically closing the gap using machine
Option) learning. Uses historical data to detect inaccurate design assumptions around
lead times and yield. See "Self-Healing Supply Chain" on page 498.

RapidResponse Applications Guide (Web Client) 46

 Package RapidResponse Key activities
application

Demand Demand Planning Condition sales data, collect and input forecasts (Sales, Marketing, and Finance),
Foundation perform statistical forecasting, and generate a consensus demand plan. For more
(and Enhanced information, see "Demand Planning" on page 556.
Options)
Event Management Adjust the forecast by creating and managing events and event phases, and
applying the events and event phases to multiple forecast streams. For more
information, see "Event Management" on page 682.

Statistical Generate an unbiased mathematical forecast of demand based on past historical

Forecasting performance. For more information, see "Statistical Forecasting" on page 660.

Demand Sensing Demand Sensing is powered by the Machine Learning service and it provides
(Enhanced Option) tools to help demand planners deal with demand volatility and get a clearer
picture of customer behavior, so they can identify and respond to opportunities
to improve the consensus demand plan in the short-term horizon. See "Demand
Sensing" on page 728.

Order Fulfillment Provide customer service representatives the ability to keep a close eye on key
(Enhanced Option) performance indicators, simulate new order drop-ins, evaluate the feasibility on
the date requested, and close the loop with the ERP system. For more
information, see "Order Fulfillment" on page 794.

Advanced Statistical Use multiple linear regression (MLR) forecasting models to generate statistical
Forecasting MLR forecasts. Multiple linear regression is a statistical forecasting method that
(Enhanced Option) examines multiple regressors to predict the future demand of a forecast item. A
regressor, which is also known as an independent variable, causal, or predictor, is
a factor that may drive the demand for a forecast item. See "Advanced Statistical
Forecasting (MLR)" on page 694.

Inventory Inventory Review inventory exceptions, adjust safety stock quantities, review and resolve
Management Management excess and obsolete inventory. For more information, see "Inventory
Foundation Management" on page 896.
(and Enhanced
Options)

Inventory Planning Configure parts for optimization, generate and review safety stock
and Optimization recommendations, and collaborate on recommendations within lead time. For
(Enhanced Option) more information, see "Inventory Planning and Optimization" on page 1010.

Distribution Plan and manage inventory (finished and semi-finished goods) in the distribution
Requirements network before it gets to the end-customer. For more information, see
Planning (Enhanced "Distribution Requirements Planning" on page 1094.
Option)

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CHAPTER 4: Introduction to applications
 Package RapidResponse Key activities
application

Command and CCC Foundation and The Command and Control Center (CCC) Foundation package and the CCC Supply
Control Center CCC Supply Disruption template allow you to anticipate and respond to potential disruptions,
Disruption as well as analyze risk and opportunities sooner through an intuitive dashboard
Template and workbooks. See "Command and Control Center Foundation and Supply
Disruption Template" on page 1252.

Supplier Share purchase order and forecast requests with suppliers, track supplier
Collaboration commitments, review and approve the commitments, and synchronize changes
with your ERP system. For more information, see "Supplier Collaboration" on
page 1230.

Industry Life Sciences A best practice, business process-based solution that includes a group of
Templates Industry resources that were elaborated with the needs of the Life Sciences industry in
mind. They were created for Supply Planners to provide them with information
and tools to identify and resolve various supply plan exceptions. See "Life
Sciences Industry Template" on page 1366.

Other options Engineering Change Analyze released changes that are currently in your enterprise system.
Management In addition, you can use simulation and collaboration to better understand the
impact of implementing engineering changes at various points on key corporate
metrics. For more information, see "Engineering Change Management " on page
1598.

Business applications and roles

The applications include options for managing processes across different functional areas in a company.
The following diagram identifies all of the RapidResponse applications and the roles that are associated
with them.

Note: Some of the processes that are shown in this diagram do not have corresponding
RapidResponse applications at this time.

RapidResponse Applications Guide (Web Client) 48

 Key business application resources
The RapidResponse applications include the necessary resources and functionality to support various
supply chain processes. The applications provide a road map for companies to follow the processes, but
the resources are also flexible and adaptable. With RapidResponse, you are not limited to a sequential
process. Rather, various stages of the traditional processes can occur simultaneously.
When you sign in to RapidResponse, the dashboard, along with the main task flow that is defined for a
role, will automatically open. The resources that display, or to which you have access, depend on your
role and the applications that your company has purchased.

Note: The application processes and resources that are described in this guide are based on the
standard version of the processes and resources that are available for RapidResponse. These
resources often get modified during the implementation process, therefore, the resource
options and features that are described in this guide may not always reflect the options that
you have available.

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 Note: Most resources used by RapidResponse applications are supported in the Web client, but
a few configuration options for reports aren't yet supported. Refer to the workbook
compatibility indicators in the to see which workbooks are affected. See "Workbook
compatibility in the Web client" on page 83.

The sections that follow describe the key resource types that are available in most applications.

Role-based task flows

RapidResponse applications include role-based task flows that outline the activities that each individual
role needs to perform within the process. The applications outline activities that are one performs
according to their role in the company. A task flow includes a series of steps that guide you through an
overall process or task. For example, a task flow to update the annual plan might include steps to create
a new scenario, update the annual plan in a worksheet, and review the new annual plan in a scorecard.
In addition to detailing the step-by-step instructions for accomplishing tasks, task flows also provide
links to all of the resources that you require to complete the activities for which you are responsible.
The resources can include dashboards, workbooks, or other task flows that are related to the process
you are completing.
The following is an example of the Master Production Scheduling task flow with a step expanded to
display the instructional steps for completing a process activity.

RapidResponse Applications Guide (Web Client) 50

Key business application resources
 Role-based dashboards
Dashboards are summarized views that help you monitor business performance categories that are
important to you. A dashboard displays data and charts in components called widgets, which are

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CHAPTER 4: Introduction to applications
assembled in one easy-to-understand control panel view. You can drill-to-details on a dashboard by
clicking a widget to open another resource, such as a treemap or source worksheet, where you can
view and correct the root cause of a problem area.
The following is an example of the dashboard that's available for the master scheduler.

Process templates
Process templates define the activities, durations, and user groups expected to perform the tasks
required during a typical S&OP cycle. It is important to note that only Process Owners have access to
the process template.

Workbooks
From your task flow, you can open workbooks to review or modify data related to the process activity
that you are performing. For more information, see the RapidResponse User Guide (Web Client).

Treemap worksheets
Treemaps are interactive data visualizations that you can use to quickly navigate through large data sets
to find the root cause of a problem. RapidResponse includes several treemap worksheets that you can
access by clicking a chart or worksheet widget on your dashboard. For example, if you click a data point
in a chart, this opens a treemap summarizing the data for the time period that you selected. You can

RapidResponse Applications Guide (Web Client) 52

Key business application resources
 then change the treemap data display settings to view different perspectives of the same data set, and
you can use a treemap to drill to details about a problem area. Treemap worksheets might also be
available from the Resources panel. For more information, see the RapidResponse User Guide (Web
Client).

Scenarios
Companies can use scenarios to create several versions of a plan, such as an S&OP plan. For example,
when it comes to new product introductions, (NPIs), you can evaluate several dates for phasing out an
old product and introducing a new one, and make the transition at the most beneficial time. Each
scenario version is a result of a collaborative effort between key parties, such as Demand Planners,
Engineering, and Operations. Scenarios are evaluated against key metrics, and each party can evaluate
their results and commit their best scenario.
RapidResponse includes several scenarios for managing S&OP and other processes. With regards to the
S&OP process, some scenarios are important to the overall process of starting an S&OP cycle,
simulating different plans, and publishing a final S&OP plan. The following table describes the default
scenarios that are available and their purpose.

Note: Your company may have created a custom scenario structure to better reflect your
organization's processes. Therefore, these default scenarios may not be available in your
instance of RapidResponse.

Scenario Purpose
name

Enterprise Represents the most recent data extracted from enterprise data sources or Data Integration Server data
source.
Available only to system or data administrators.

Approved Child of Enterprise. This scenario is used to perform automated data manipulations and modifications of
Actions host system data to support the applications.

Baseline Child of Approved Actions. This scenario holds RapidResponse user maintained system-of-record data.
For example, annual plan targets, manual data modifications, and Integrated Project Management
Project Actuals. This scenario is likely available only to RapidResponse administrators. The Baseline
scenario is typically updated, either manually by a RapidResponse administrator or automatically by a
script.
Used in application: S&OP, Capacity Planning (Constraints)

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 Scenario Purpose
name

Order Child of Baseline. This is the working scenario for Supply Action Management. It is also used for
Management constraint management and capacity planning, and inventory management and planning. Any
collaboration activities that occur within the Supply Action Management cycle would be a child of this
scenario, and any approved changes would be committed back into this scenario.
Used in application: Supply Actions Management, Capacity Planning (Constraints), Inventory
Management, Inventory Planning and Optimization

S&OP Child of Baseline. This scenario is likely available only to S&OP process owners, and RapidResponse
Intermediate administrators. It is used by the process owner to start the S&OP cycle and as part of the publish S&OP
cycle to update the Current S&OP scenario.
Used in application: Capacity Planning (Constraints), Inventory Management, Inventory Planning and
Optimization

Current S&OP Child of S&OP Intermediate. This scenario represents the latest, agreed-upon S&OP plan. The current
plan contained in the Current S&OP scenario is archived in a scenario called S&OP Archive YYYYMMDD.

S&OP Child of Current S&OP. This scenario is the archived version of a previous Current S&OP scenario. It is
YYYYMMDD updated based on the publish S&OP cycle.

S&OP Child of S&OP Intermediate. This is the scenario in which the new demand and supply plans are created,
Candidate analyzed and brought forward for Executive approval. This scenario is automatically updated when the
S&OP process owner starts a new S&OP cycle. It is also automatically shared with other people involved
in the S&OP process.
Used in application: S&OP, Demand Planning, Aggregate Supply Planning, Capacity Planning
(Constraints), Inventory Management, Inventory Planning and Optimization

The following illustration shows the default scenarios that are available with RapidResponse.

RapidResponse Applications Guide (Web Client) 54

Key business application resources
 Scorecards
Depending on your role within your company, you might have access to scorecards. Scorecards
incorporate various metrics that measure key performance aspects of select scenarios, including
customer impact, costs, and quality. Scorecards show the scores for different metric results for various
scenarios. For example, you can use a scorecard to compare and evaluate an alternate S&OP plan to
the current plan to find the best option.

Hierarchies
Most of the workbooks and dashboards for S&OP are viewed with a hierarchy. With hierarchies, you
can view data at a high, aggregate level, or at a lower and more specific level.

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List of application resources
Every RapidResponse instance includes a default set of predefined resources, algorithms, and
capabilities. Each RapidResponse application provides you with access to the resources specific to that
application. The tables below list the default RapidResponse resources and the resources included with
each application.
"Default Resources" on page 56
"Aggregate Supply Planning" on page 59
"Capacity Planning (Constraints)" on page 61
"Capacity Planning (CRP)" on page 62
"List of application resources" on page 56
"Demand Planning" on page 62
"Demand Sensing" on page 66
"Distribution Requirement Planning" on page 67
"Engineering Change" on page 69
"Integrated Project Management" on page 69
"Inventory Management" on page 70
"Inventory Planning and Optimization" on page 72
"Live Lens" on page 73
"Master Production Scheduling" on page 73
"Order Fulfillment" on page 74
"Production Planning" on page 76
"Sales & Operations Planning" on page 76
"Self-Healing Supply Chain" on page 78
"Supplier Collaboration" on page 80
"Life Sciences Industry Template" on page 82

Default Resources
There resources are included with all RapidResponse installations.

Default Resources:
Alerts Widgets continued
l MLS Configuration Critical Warnings l SCM Overloads

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List of application resources
 Default Resources:
l MLS Configuration Warnings l SCM Overloads Chart
l Planners/Buyers Missing User IDs l SCM Spend
l Planners/Buyers User ID's with No Sign-in l S&OP for Engineering
Dashboards l Supply Plan Volume
l Adoption Dashboard l Underloads
l SCM Dashboard l Users
Filters l Widget Users
l Active Constraints l Widget SCM Spend Chart
l All Routings Workbooks
l All Work Centers l Adoption Widgets Workbook
l A Parts l Allocation of Supply
l B Parts l Allotment Overrides
l C Parts l Attribute Rules
l Known Issues l BOM Analysis
l Monitored Constraints l BOM Compare
l NPI Items l Clear to Build
l Outsourced Components l Clear to Build Metrics
l Outsourced Parts l Clear to Release Orders
l Top Level Parts l Control Tables
Hierarchies l Corporate Monitor Metrics
l Constraint l CPG Common Expression
l Constraint Region l CPG Metrics - by Date
l Customer l Customer Forecast Input
l Customer Region l Data Integrity - Constraint
l Forecast Item l Data Integrity - Distribution
l Manufacturing Region l Data Integrity - Material
l Product l Data Integrity - Outsourced Supply
l Supplier l Data Integrity Metrics - Material
l Supplier Region l Data Publish
Responsibilities l Data Reconciliation Outside Cycle
l Buyers l Data Validation - Planned Orders
l Material Planners l Data Validation - SAP Transformed
l Product Family Owners Data
l Production Planners l Demand Analysis
l Region Owners l Demand Management Exceptions
l Sales l Demand Management Metrics

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Default Resources:
Scheduled Tasks l Demand Order Analysis - Partial Orders
l Delete Expired Allotments l Demand Order Analysis - Whole Orders
l Historical Scenarios l Demand Planning Parameters
l Update Corporate Monitoring Scenarios l Demand Segmentation
l Update Corporate Monitoring Scenarios (COGS) l Demand Waterfalls
l Write Currency Forecast to History l Demonstrated Service Level Metric
Scorecards l DP Script Resources
l Clear to Build l Feature Planning
l Consumer Packaged Goods l Financial Analysis - Corporate
l Corporate l Financial Analysis - Operations
l Corporate Monitor l Financial Metrics - Corporate
l Demand Management l Financial Metrics - Corporate - by Date
l Inventory l Financial Metrics - Operations
l Multi-Enterprise Management l Forecast Analysis
l Operations l Forecast Consumption Analysis
Scripts l Historical Scenarios
l Add Time-phased Yield l Import External Data
l Forms Library l Inventory Analysis
l Historical Scenarios l Inventory Expiry Profile
l Update Corporate Monitoring Scenarios l Inventory Metrics - by Date
l Update Corporate Monitoring Scenarios (COGS) l Kanban Manager
l Worksheet Library l Line of Balance - Date
Task Flows l Line of Balance - Unit
l Evaluate Contract Manufacturer's Excess Supply l Maintain Responsibility
l Evaluate Customer Order Changes l Master Data
l Review Customer Order Change Impact on Shop Kanban Sizing l MLS Configuration
l Review Customer Order Change Impact on Source Kanban Sizing l Multi-Enterprise Inventory
l Respond to Forecast Changes l Multi-Enterprise Management
l Respond to Order Changes l Multi-Enterprise Management Metrics
l Respond to Supply Changes l Operations Metrics
l Resolve Late Outsourced Supply l Operations Metrics - by Date
l Update Shop Kanban Sizing l Orders at Risk
l Update Source Kanban Sizing l Orders by Feature
l Validate Outsourced Supply Plan l Overloaded Constraints by Date
Widgets l Part Properties
l Collaborations l Planning Sheet

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List of application resources
 Default Resources:
l Data Quality l Possible Data Integrity Issues
l Data Quality Chart l Potential Excess and Obsolete
l Excess Value l Prioritized ERP Actions
l Messages l Purchase Avoidance Opportunities
l Obsolete Value l Revenue Opportunities
l Overloads l Risk/Opportunity Assessment
l Responsibilities Unassigned l S&OP Constraint Manager
l Revenue Volume l S&OP Gating Supplies
l Revenue Volume Chart l SCM Constraint Targets
l SCM Constraint l SCM Constraint Widget Detail
l SCM Constraint Chart l SCM Constraint Widgets
l SCM Ending Inventory Value Chart l SCM Targets
l SCM Ending Inventory Volume l SCM Widget Details
l SCM Ending Inventory Volume Chart l SCM Widgets Workbook
l SCM for Planners and Schedulers l Spend Treemap
l SCM Obsolete Value l Supply Analysis
l SCM Obsolete Value Chart l Supply Chain Risk Management
l SCM Obsolete Volume l Supply Order Analysis
l SCM Obsolete Volume Chart l Supply Waterfalls
l Write Corporate Monitor Metrics
l Write Currency Forecast to History

Return to list of applications

Aggregate Supply Planning

Aggregate Supply Planning Resources
Dashboards Widgets continued
l Supply Planner l Obsolete Value Chart
Forms l OTD to Request Chart
l Apply Event l Overloads Chart
l Copy Event l Revenue Value Chart
l Copy Event Phase l Supply Plan Late Revenue Chart
l Create Curve Parameter l Supply Plan Feasibility
l Create Event l Supply Plan Value

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Aggregate Supply Planning Resources
l Create Event Phase l Supply Plan Value Chart
l Create Event Type l Underloads Chart
l Finish Activity Workbooks
l Start Activity l Aggregate Supply Plan
Hierarchies l Aggregate Supply Plan Details
l Constraint l Constraint Manager
l Constraint Region l Constraint Properties
l Product l Data Integrity - Event Planning
Responsibilities l Inventory Transfers
l Inventory Planners l Inventory Treemaps
l Production Planners l Inventory Trends
l Supply Planners l Manage Events
Scheduled Tasks l Periods of Supply Details
l S&OP Delete Scheduled Receipts from Supply Plan l Periods of Supply Treemaps
l S&OP Insert Supply Plan into History l S&OP Backlog Reports
l Write Aggregate Supply Plan l S&OP Backlog Treemap
Scorecards l S&OP Common Expressions
l Supply Planner l S&OP Constraint Annual Plan
Scripts l S&OP Constraint Widget Detail
l Apply Event l S&OP Constraint Widgets
l Copy Event l S&OP Corporate Metrics
l Create Event l S&OP Data Cleansing
l Create Event Curve l S&OP Delete Supply Plan
l Create Event Phase l S&OP Disaggregation
l Create Event Type l S&OP Exceptions
l Manage Activities l S&OP Forecast Range Treemap
Task Flows l S&OP Gross Margin Treemap
l Allocate Supply to Fulfillment Locations l S&OP Inventory Metrics
l Aggregate Supply Planning l S&OP Sales Forecast
l S&OP Process - Supply Planner l S&OP Statistical Forecasting
l Supply Planning - Resolve Gating Components l S&OP Marketing Forecast
l Supply Planning - Resolve Gating Constraints l S&OP Revenue Treemap
l Supply Planning - Resolve Supply Plan Excess l S&OP Unit Variance Treemap
Widgets l S&OP Widget Details
l Ending Inventory Value Chart l S&OP Widgets Workbook
l Excess Value Chart l S&OP Write History Records

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List of application resources
 Aggregate Supply Planning Resources
l Key Constraint Utilization Chart l Supply Plan Exceptions Details
l High Inventory Violations l Supply Plan Exceptions Widgets
l Late Revenue Chart for Supply Planners
l Low Inventory Violations
l Margin % Chart

Return to list of applications

Capacity Planning (Constraints)

Capacity Planning (Constraints) Resources:
Alerts Widgets
l Manual Constraint Adjustments l Constraint Usage
l Manual Constraint Available Adjustments l Constraint Usage Chart
l Manual Source Constraint Adjustments l Ending Inventory Value Chart
Dashboards l Key Constraint Utilization Chart
l Operations l Margin % Chart
Filters l OTD to Request Chart
l Active Constraints l Overloads Chart
l All Routings l Revenue Value Chart
l Monitored Constraints l Supply Plan Volume Chart
Forms l Underloads Chart
l Apply Event Workbooks
l Copy Event l Constraint Manager
l Copy Event Phase l Constraint Properties
l Create Event l Data Integrity - Event Planning
l Create Curve Parameter l Inventory Treemaps
l Create Event Phase l Inventory Trends
l Create Event Type l Manage Events
Hierarchies l Manual Closed Loop Constraint
l Constraint l Periods of Supply Details
l Constraint Region l Periods of Supply Treemaps
Responsibilities l S&OP Assumptions
l Constraint Planners l S&OP Backlog Reports
l Inventory Planners l S&OP Backlog Treemap
l Production Planners l S&OP Common Expressions

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Capacity Planning (Constraints) Resources:
Scorecards l S&OP Constraint Annual Plan
l Corporate Metrics l S&OP Constraint Widget Detail
Scripts l S&OP Constraint Widgets
l Apply Event l S&OP Data Cleansing
l Copy Event l S&OP Disaggregation
l Create Event l S&OP Exceptions
l Create Event Curve l S&OP Forecast Range Treemap
l Create Event Phase l S&OP Gross Margin Treemap
l Create Event Type l S&OP Marketing Forecast
Task Flows l S&OP Revenue Treemap
l Capacity Planning - Collaboration to Resolve Gating Constraints l S&OP Sales Forecast
l Capacity Planning - Operations l S&OP Statistical Forecasting
l Create New Constraints l S&OP Unit Variance Treemap
l Define and Update Constraint Targets l S&OP Widget Details
l S&OP Widgets Workbook

Return to list of applications

Capacity Planning (CRP)

Capacity Planning (CRP) Resources:
Workbooks
l CRP Analysis - Labor
l CRP Analysis - Machine
l CRP Order Analysis
l CRP Master Data
l CRP Sheet - Labor
l CRP Sheet - Machine
l Work Center Properties
Return to list of applications
Return to list of applications

Demand Planning
Demand Planning Resources:
Alerts Widgets continued

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List of application resources
 Demand Planning Resources:
l Manual Planning BOM Adjustments (Demand Planning) l Forecast Review
Dashboards l Forecast Values
l Advanced Statistical Forecasting l Forecast Values Chart
l Demand Planner l Forecast Volume
l Engineering l Forecast Volume Chart
l Finance l Fulfillment Rate
l Marketing l Fulfillment Rate Chart
l Sales l Gross Margin Bullet
Filters l Gross Margin Chart
l NPI Items l Gross Margin Gauge
Forms l Key Constraint Utilization Chart
l Attach or Remove Regressors l Margin % Chart
l Apply Event l Marketing Value
l Copy Event l Marketing Exceptions
l Copy Event Phase l Marketing Value Chart
l Create Curve Parameter l Marketing Volume
l Create Event l Marketing Volume Chart
l Create Event Phase l Obsolete Volume
l Create Event Type l Obsolete Volume Chart
l Create Forecast Horizon l OTD to Commit
l Create Historical Demand Category Rolling Weight l OTD to Commit Chart
l Delete Forecast Horizon l OTD to Request Chart
l Delete Historical Demand Category Rolling Weight l OTD to Request Chart - Dark
l Finish Activity l Past Due Backlog Value
l Historical Demand From Another Forecast Item l Past Due Backlog Value Chart
l Insert Configuration Override by Category l Past Due Backlog Volume
l Insert Model Set and Method l Past Due Backlog Volume Chart
l Insert R Parameter l Periods of Coverage
l Remove Single Regressor l Periods of Coverage Chart
l Start Activity l Revenue Bullet
Hierarchies l Revenue Bullet - Dark
l Customer l Revenue Gauge
l Customer Region l Revenue Pie Chart
l Forecast Item l Revenue Pie Chart - Dark
l Product l Revenue Pie Grid
Responsibilities l Revenue Value Chart

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Demand Planning Resources:
l Demand Planners l Revenue Value Chart - Dark
l Production Planners l Sales Exceptions
Scheduled Tasks l Sales Value
l S&OP Insert Demand Planning History l Sales Value Chart
l S&OP Insert Statistical Forecast l Sales Volume
l S&OP Delete Adjustments and Overrides l Sales Volume Chart
l S&OP Record Outlier Adjustments l Spend
Scorecards l Spend Chart
l Corporate Metrics l Statistical Forecast Residual
l Demand Planner l Statistical Forecast Residual Autocorrelation
Scripts l Statistical Forecast Residual Count
l Apply Event l Statistical Value
l Attach or Remove Regressors l Statistical Value Chart
l Copy Event l Statistical Volume
l Create Event l Statistical Volume Chart
l Create Event Curve l Unconstrained Dmd Value
l Create Event Phase l Unconstrained Dmd Value Chart
l Create Event Type l Unconstrained Dmd Volume
l Create Forecast Horizon l Unconstrained Dmd Volume Chart
l Create Historical Demand Category Rolling Weight l Unit Variance Pie Chart
l Delete Forecast Horizon l Unit Variance Pie Grid
l Delete Historical Demand Category Rolling Weight l Unit Variance Value
l Insert Configuration Override by Category l Unit Variance Value Chart
l Insert Model Set and Method l Unit Variance Volume
l Insert R Parameter l Unit Variance Volume Chart
l Manage Activities l Widget Backlog % Chart
l Remove Single Regressor l Widget Backlog Volume
l Use Historical Demand From Another Forecast Item l Widget Gross Margin
Task Flows Workbooks
l Condition Sales Data S&OP Backlog Reports
l Conduct the Executive S&OP meeting S&OP Forecast Compare Treemap
l Configure the Statistical Forecast Manual Closed Loop Demand Planning
l Create a Consensus Demand Plan S&OP Forecast Item Management
l Input Forecast - Finance Process Activities
l Input Forecast - Marketing S&OP Disaggregation
l Input Forecast - Sales S&OP Forecast Accuracy Widgets

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List of application resources
 Demand Planning Resources:
l Manage NPI/EOL Items S&OP Capacity Review
l Manage Regressors NPI Record Creation
l Rebalance Demand to Supply S&OP Data Cleansing
l S&OP Process - Demand Planner Process Calendar
l S&OP Process - Finance S&OP Common Expressions
l S&OP Process - Marketing S&OP Statistical Forecasting
l S&OP Process - Sales S&OP Supply Review
l Update Annual Plan S&OP Master Scheduling
Widgets S&OP Backlog Treemap
l Backlog % S&OP Plan Review
l Backlog Value Periods of Supply Treemaps
l Backlog Value Chart S&OP Forecast Details Pricing
l Backlog Value Chart - Dark S&OP Exceptions
l Backlog Volume Chart S&OP Widgets Dark - Single Scenario
l Consensus Demand Plan S&OP Revenue Treemap
l Constrained Dmd Value S&OP Sales Exceptions Detail
l Constrained Dmd Value Chart S&OP Widgets - Single Scenario
l Constrained Dmd Volume Data Integrity - Event Planning
l Constrained Dmd Volume Chart Inventory Treemaps
l Data Errors and Outliers Chart DP Script Resources
l Demand Planners Exceptions S&OP Assumptions
l Ending Inventory Bullet S&OP Demand Metrics
l Ending Inventory Gauge S&OP Demand Plan at Risk Treemap
l Ending Inventory Value Chart S&OP Widgets Workbook
l Ending Inventory Volume S&OP Demand Review
l Ending Inventory Volume Chart Advanced Statistical Forecasting Widgets
l Expiring Supply Value S&OP Sales Forecast
l Expiring Supply Value Chart S&OP Demand Planners Exceptions Detail
l Expiring Supply Volume Manage Events
l Expiring Supply Volume Chart S&OP Marketing Exceptions Detail
l Forecast Value Add S&OP Forecast Disaggregation
l Excess Value Chart Inventory Trends
l Excess Volume S&OP Finance Operating Plan
l Excess Volume Chart S&OP Statistical Forecasting (Automated)
l Finance Exceptions S&OP Gross Margin Treemap
l Forecast Accuracy Exceptions S&OP Consensus Demand Planning Widgets

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Demand Planning Resources:
l Forecast Accuracy MAPE Finance S&OP Unit Variance Treemap
l Forecast Accuracy MAPE Marketing S&OP Widget Details
l Forecast Accuracy MAPE Sales S&OP Consensus Demand Planning
l Forecast Range Value Chart S&OP Demand Planning Ratios
l Forecast Range Volume Chart S&OP Widgets Exceptions
S&OP Regressor Management
S&OP Write History Records
S&OP Finance Exceptions Detail
S&OP Forecast Range Treemap
S&OP Forecast Accuracy
Periods of Supply Details
S&OP Corporate Metrics
S&OP Planning Analysis
S&OP Widgets Dark
S&OP Marketing Forecast
S&OP Finance Review

Return to list of applications

Demand Sensing
Demand Sensing Resources:
Alerts Task Flows
l Demand Sensing Alert l Analyze and Apply Sensed Demand task
Automation Chain flow
l Demand Sensing Automation Chain l Select Part-Customers for Demand
Sensing task flow
Dashboard
Widgets
l Demand Sensing dashboard
l Demand Sensing - Overstock widget
Scheduled Tasks
l Demand Sensing - Revenue at Risk
l Commit Demand Sensing Results scheduled task
widget
l Convert Planned Orders to Scheduled Receipts scheduled task
l Demand Sensing - Service Level widget
l Copy Sensed Demand Forecast to History scheduled task
l Demand Sensing - Stockouts widget
l Copy Sensed Demand Forecast to Forecast Detail scheduled task
Workbooks
l Disable Planning - Pre-Demand Sensing Scenario scheduled task
l Demand Sensing workbook
l Load Spreaded Monthly Consensus Forecast Into Weekly
l Demand Sensing Library workbook
Buckets

RapidResponse Applications Guide (Web Client) 66

List of application resources
 l Replace Consensus Forecast with Sensed Demand scheduled l Demand Sensing Part-Customer
task Configuration workbook
l Replace Consensus Forecast with Sensed Demand - Post l Demand Sensing Script workbook
Demand Sensing scheduled task l Demand Sensing Treemap workbook
l Reset Post-Demand Sensing Scenario scheduled task l Demand Sensing Widgets workbook
l Reset Pre-Demand Sensing Scenario scheduled task l Machine Learning Job Status workbook
l Send Demand Sensing Data To ML scheduled task
l Update Parent Scenario for Demand Sensing scheduled task
Scripts
l Commit Scenario script
l Demand Sensing Scenarios script
l Demand Sensing Send Data To ML script
l Reset Scenario script
l Update Scenario script

Return to list of applications

Distribution Requirement Planning

Distribution Requirement Planning Resources:
Dashboards Widgets continued
l Distribution Requirements Planner l Intransit Orders
Filters l Inventory Quality Ratio Chart
l Transfer Parts l Key Constraint Utilization Chart
Forms l Late Revenue Caused by Transfer Orders
l Add Time-phased Lead Time l Margin % Chart
l Add Time-phased Yield l Monitor Transportation Times
l Change DRP Inventory Transfer l Number of Parts Above and Below Periods of Supply Targets Chart
l Change DRP Scheduled Receipt l Number of Parts Above Period Ending Inventory Value Target
l Create DRP Inventory Transfer Chart
l Create DRP Scheduled Receipt l On-time Order Lines by Due Date Chart
l Create DRP Transfer Part Source l OTD to Request Chart
l Firm DRP Scheduled Receipt l Parts Currently Above and Below Periods of Supply Targets Chart
l Transfer Parts l Period Ending Inventory Value by ABC Code Chart

Hierarchies l Period Ending Periods of Supply for Finished Goods Chart

l Hierarchy Constraint l Planned Orders to be Executed by Due Date
l Revenue Value Chart

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Distribution Requirement Planning Resources:
l Hierarchy Constraint Region l Sites and Storage Types Over or Under Capacity
l Product l Storage Utilization
Responsibilities l Top Sites with Push Part Candidates
l Material Planners l Total Distribution Cost
l Responsibility Production Planners l Transfer Order Exceptions
Scorecards l Transfer Parts With the Most Stock-outs
l Distribution Requirements Planner l Transit Time Deviation

Scripts Workbooks
l Add Time-phased Lead Time
l Constraint Manager
l Add Time-phased Yield
l Data Integrity - Distribution Planning
l Change DRP Inventory Transfer
l Data Reconciliation DRP
l Change DRP Scheduled Receipt
l Distribution Requirement Planning
l Create DRP Inventory Transfer
l DRP Common Expressions
l Create DRP Scheduled Receipt
l DRP Distribution Cost Treemap
l Create DRP Transfer Source
l DRP Exceptions Details
l Data Reconciliation DRP
l DRP Exceptions Workbook
l Firm DRP Push Receipt
l DRP Late Revenue Caused by Transfer Orders Treemap
l Firm DRP Scheduled Receipt
l DRP Metrics Workbook

Task Flows
l DRP Parameters
l Distribution Requirements Planning
l DRP Script Resources
l Measure Distribution Requirements
l DRP Widget Details
Plan l DRP Widgets Workbook
l Monitor Distribution Requirements l DRP Widgets Workbook - Single Scenario
Plan l Inventory Treemaps
l Redistribute Inventory l Inventory Trends
l Review and Resolve Late Supply l Inventory Widget Details
l Review Inventory Position vs Targets l Inventory Widgets - Single Scenario
l Update Distribution Requirements l Inventory Widgets Workbook
Plan l Manage Inventory
l Update DRP Policies l Manual Closed Loop DRP
l Update Inventory and Planning l Planning Parameters
Policies
l Process Calendar
l Update Network Relationships
l S&OP Revenue Treemap
Widgets
l S&OP Widget Details
l Cross Dock Opportunity Chart
l S&OP Widgets Workbook
l Ending Inventory Value Chart
l Firmed Orders by Due Date

RapidResponse Applications Guide (Web Client) 68

List of application resources
 Distribution Requirement Planning Resources:
l Firmed Orders Misaligned to Demand
Return to list of applications

Engineering Change
Engineering Change Resources:
Scorecards Workbooks
l Engineering Change l Engineering Change Data
l Engineering Change Manager
l Engineering Change Metrics

Return to list of applications

Integrated Project Management

Integrated Project Management Resources:
Dashboards Widgets continued
l Project Management l Projects by State
Filters l Projects by State Chart
l All Projects l Projects by Status
l All Tasks l Resource Usage by Project
Scheduled Tasks Workbooks
l Change Project Run Date l Baseline and Actual Project Comparison
Widgets l Control Tables for Project Management
l Misaligned Task and Order Dates by Project l Data Integrity - Project Management
l Misaligned Task and Order Dates by Project Group l Misaligned Task and Order Dates
l Overloaded Resources Chart l Operations for Project Management
l Project Burndown Costs - Material l Project Cost Analysis
l Project Burndown Costs - Resources l Project Management Widget Details
l Project Burndown Costs - Total l Project Manager
l Project Burnup Costs - Material l Project Management Widgets
l Project Burnup Costs - Total l Project Master Data
l Project Burnup Costs - Resources l Project Plan
l Project Cash Flow l Project Resource Master Data
l Project Management l Project Resource Management
l Project Material Status l Project Resource Usage

69 RapidResponse Applications Guide (Web Client)

CHAPTER 4: Introduction to applications
Return to list of applications

Inventory Management
Inventory Management Resources:
Alerts Widgets continued
l Manual Inventory Disposition Adjustments l Key Constraint Utilization Chart
l Manual Inventory Transfers l Late Parts Impacting the Most Revenue in the Planning
l Manual Part Properties Adjustments Horizon Chart
l Manual Safety Stock Policy Adjustments l Margin %
l Manual Sourcing Properties Adjustments l Margin % Chart
l Manual Time-phased Safety Stock Adjustments l Margin % Chart - Dark

Dashboards l Number of Parts Above and Below Periods of Supply

Targets Chart
l Inventory Manager
l Number of Parts Above Period Ending Inventory Value
l Inventory Planner
Target Chart
Filters
l Number of Stock-outs Chart
l A Parts
l Obsolete Value Chart
l B Parts
l On Hand by ABC
l C Parts
l On Hand vs Target
l Finished Goods
l On-time Orders by Due Date
l Raw Material
l On-time Orders by Due Date Chart
l Work In Progress
l On-time Orders by Request Date
Forms
l On-time Orders by Request Date Chart
l Add Time-phased Lead Time
l On-time Order Lines by Due Date
l Add Time-phased Yield
l On-time Order Lines by Due Date Chart
l Dispose Inventory
l On-time Order Lines by Request Date
Hierarchies
l On-time Order Lines by Request Date Chart
l ABC Code
l Order Issues in the Planning Horizon
l ABC Code with Part Class
l OTD to Commit
l Part Class
l OTD to Commit Chart
l Part Class with ABC Code
l OTD to Request
l Product
l OTD to Request Chart
Responsibilities
l OTD to Request Chart - Dark
l Inventory Planners
l Parts Currently Above and Below Periods of Supply
l Material Planners
Targets Chart
Scheduled Tasks l Parts Currently Above Periods of Supply Target Chart

RapidResponse Applications Guide (Web Client) 70

List of application resources
 Inventory Management Resources:
l Write Inventory Trending History l Parts Currently Below Periods of Supply Target Chart
Scorecards l Parts With the Most Stock-outs in the Planning Horizon
l Inventory Planner l Period Ending Inventory Value by ABC Code Chart
Scripts l Period Ending Inventory Value by IQR Category Chart
l Add Time-phased Lead Time l Period Ending Inventory Value by Part Class Chart
l Dispose Inventory l Period Ending Inventory Value Chart
Task Flows l Period Ending Periods of Supply for Finished Goods
l Assess Inventory Position Chart
l Dispose of Inventory l Period Ending Periods of Supply for Raw Material Chart
l Investigate Inventory Quality Issues l Period Ending Periods of Supply for Work In Progress
Chart
l Investigate Inventory Value Issues
l Periods of Supply by Part Category
l Investigate Periods of Supply Issues
l Periods of Supply by Part Category Chart
l Investigate Projected Late Orders
l Projected Late Revenue Chart
l Investigate Projected Stock-outs
l Projected Lead Time Exceptions in the Planning Horizon
l Manage Inventory
l Revenue Value
l Resolve Lead Times
l Revenue Value Chart
l Reduce Safety Stock
l Revenue Value Chart - Dark
l S&OP Process - Inventory Planner
l Variance of On-time Order Lines by Due Date and ABC
l Transfer Inventory
Code
l Update ABC Codes and Part Classes
l Variance of On-time Order Lines by Due Date and ABC
l Update Inventory Settings, Definitions, and
Code Chart
Targets
l Variance of On-time Order Lines by Request Date and
l Update Inventory Targets and Settings
ABC Code
l Update Safety Stock Policies l Variance of On-time Order Lines by Request Date and
l Update Sourcing Properties ABC Code Chart
Widgets Workbooks
l Demonstrated Service Level Commit l Data Integrity - Inventory Management
l Demonstrated Service Level Commit Chart l IM Common Expressions
l Demonstrated Service Level Request l Inventory Management Treemaps
l Demonstrated Service Level Request Chart l Inventory Metrics
l Ending Inventory Value l Inventory Transfers
l Ending Inventory Value Chart l Inventory Trending History
l Ending Inventory Value Chart - Dark l Inventory Widget Details
l Excess Value Chart l Inventory Widgets - Single Scenario
l Inventory Exceptions l Inventory Widgets Workbook
l Inventory Quality Ratio Chart l Lead Time Trending

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CHAPTER 4: Introduction to applications
Inventory Management Resources:
l Inventory Turns Chart l Manage Inventory
l Inventory Value by ABC Code in Selected Focus l Manage Inventory Targets
Period Chart l Manual Closed Loop Inventory Planning
l Inventory Value by Part Class in Selected Focus l Order Issue Details
Period Chart l Planning Parameters
l IQR by ABC Code in Selected Focus Period Chart l S&OP Common Expressions
l IQR by Part Class in Selected Focus Period Chart l S&OP Annual Plan

Return to list of applications

Inventory Planning and Optimization

Inventory Planning and Optimization Resources:
Dashboards Task Flows continued
l Inventory Optimization l Configure and Adjust Safety Stock Model
Forms l Configure MEIO Model
l Add Time-phased Lead Time l Configure SEIP Model
l Add Time-phased Yield l Generate, Review, and Override Recommendations
l Create Safety Stock Items l Inventory Planning and Optimization
Hierarchies l Plan and Optimize Inventory
l Product l Review and Evaluate the Safety Stock Plan
Responsibilities l Reduce Safety Stock
l Inventory Planners Widgets
l Material Planners l Burn Down Inventory Chart
Scheduled Tasks l Build Up Inventory Chart
l Calculate Safety Stock l Safety Stock Holding Cost
Scorecards Workbooks
l Corporate Metrics l Cleanse Historical Data
l Inventory Planner l Inventory Planning
Scripts l IPO Common Expressions
l Add Time-phased Lead Time l IPO Script Resources
l Create Safety Stock Items l IPO Treemaps
Task Flows l IPO Widget Details
l Cleanse Historical Data l IPO Widgets Workbook
l Collaborate and Implement the Safety Stock Plan l Planning Parameters
l Review Safety Stock Candidates

Return to list of applications

RapidResponse Applications Guide (Web Client) 72

List of application resources
 Live Lens
Live Lens Resources:
Scorecards Workbooks
l Live Lens l Live Lens Metrics

Return to list of applications

Master Production Scheduling

Master Production Scheduling Resources:
Alerts Widgets
l Manual Inventory Transfer Adjustments (MPS) l Component Shortages by MPS Start Date
l Manual Order Priority Adjustments (MPS) l Component Shortages Impacting MPS
l Manual Part Properties Adjustments (MPS) l Constraints Impacting MPS
l Manual Planning BOM Adjustments (MPS) l Ending Inventory Value Chart
l Manual Pre-plan Limit Adjustments (MPS) l Key Constraint Utilization Chart
l Manual Sourcing Properties Adjustments (MPS) l Late MPS Orders Chart
l Manual Time-phased Safety Stock Adjustments (MPS) l Late Revenue Caused by MPS Orders
Dashboards l Late Revenue Chart
l Master Scheduler l Margin % Chart
Filters l Master Scheduling Summary
l All Constraints l Misaligned MPS Parts to Demand
l All Items l MPS Attainment %
l All Parts l MPS Exceptions: Scenario Compare
l Buy Parts l Number of Constraints Overloads/Underloads
l Buy or Transfer Parts l OTD to Request Chart
l Make Parts l Overloaded Constraints Chart
l Transfer Parts l Revenue Value Chart
Forms l SCM Ending Inventory Value
l Add Time-phased Lead Time Workbooks
l Add Time-phased Yield l BOM Analysis
Hierarchies l BOM Compare
l Constraint l Constraint Manager
l Constraint Region l Constraint Properties
l Product l Demand Order Analysis - Whole Orders

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CHAPTER 4: Introduction to applications
Master Production Scheduling Resources:
Responsibilities l Data Reconciliation MPS
l Auto Firm MPS l Inventory Transfers
l Master Schedulers l Inventory Treemaps
l Responsibility Material Planners l Inventory Trends
l Responsibility Production Planners l Manual Closed Loop MPS
l Scheduled Tasks l Master Scheduling
l Write MPS Plan to History l MPS Attainment Treemap
Scorecards l MPS Exceptions Details
l Master Scheduler l MPS Exceptions Widgets
Scripts l MPS Late Revenue Treemap
l Add Time-phased Lead Time l MPS Metrics
l Add Time-phased Yield l MPS Widget Details
l Data Reconciliation MPS l MPS Widgets - Single Scenario
Task Flows l MPS Widgets Workbook
l Adjust Planning BOMs, Parameters, and Constraints l MPS Write History Records
l Align and Firm MPS l Planning Parameters
l Master Production Scheduling l Planning Sheet
l Review and Adjust Planning BOMs l S&OP Constraint Widgets
l Review and Adjust Planning Parameters l S&OP Revenue Treemap
l Resolve MPS Issues l S&OP Widget Details
l Review and Resolve Constraints l S&OP Widgets Workbook
l Supply Order Analysis
l Supply Waterfalls

Return to list of applications

Order Fulfillment
Order Fulfillment Resources:
Dashboards Task Flows continued
l Customer Service Representative l Request Dates and Horizons
Filters l Resolve Order Issues
l All Customers l Review Orders on Hold
l All Items l Review Shipments
l All Parts l Update Policies
Forms Widgets

RapidResponse Applications Guide (Web Client) 74

List of application resources
 Order Fulfillment Resources:
l Add Time-phased Lead Time l Customer Demands for Action
l Add Time-phased Yield l New Orders to Promise
l Change Delivery l Number of Customer Changes
l Change Due Date l Order Fulfillment Exceptions
l Change Fulfillment Center l Orders on Hold
l Change Order l Orders Ready to Ship
l Insert Delivery Route l Number of Supply Changes
l New Line on Current Order l Time Variability Chart
l New Order l Transit Time Variability Chart
l Reprioritize Order Workbooks
l Resolve Order Issues l Customer Orders
l Split Order l Data Integrity - Order Fulfillment
l Substitute Part l Initialize Orders
Hierarchies l Manual Closed Loop OF
l Customer l Order Fulfillment Exceptions Widget Detail
l Customer Region l Order Fulfillment Exceptions Widget Workbook
l Product l Order Fulfillment Metrics
Responsibilities l Order Fulfillment Parameters
l Material Planners l Order Fulfillment Script Resources
l Order Fulfillment l Order Fulfillment Widget Details
Scheduled Tasks l Order Fulfillment - Write History Records
l Initialize Orders l Order Promising
l Order Fulfillment - Write History Records l Planning Parameters
l Reconcile Orders l Reconcile Orders
Scorecards l Supply Changes Treemap
l Customer Service Representative l Workbook Order Fulfillment Widgets Workbook
Scripts
l Add Time-phased Lead Time
l Change Delivery
l Change Due Date
l Change Fulfillment Center
l Change Order
l Insert Delivery Route
l Order Fulfillment Commons
l New Order
l Reconcile Orders

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CHAPTER 4: Introduction to applications
Order Fulfillment Resources:
l Reprioritize Order
l Resolve Order Issues
l Split Order
l Substitute Part
Task Flows
l Customer Service Representative
l Insert or Modify Orders
l Promise Orders
l Repromise existing requests
Return to list of applications

Production Planning
Production Planning Resources:
Forms Scripts continued
l Assign Constraint l Insert Record - Production Group
l Assign Part Sequence l Insert Record - Override Major Changeover
l Insert Record - Override Major Changeover l Insert Record - Production Recurrence
l Insert Record - Part Sequence l Insert Record - Production Wheel
l Insert Record - Production Group l Production Planning Commons
l Insert Record - Production Recurrence Workbooks
l Insert Record - Production Wheel l Production Planning Manager
Scripts l Production Planning Parameters
l Assign Constraint l Production Planning Segmentation
l Assign Part Sequence

Return to list of applications

Sales & Operations Planning

Sales & Operations Planning Resources:
Dashboards Widgets
l Advanced Statistical Forecasting l Activities Pie Chart
l Executive l Ending Inventory Value Chart
l Process Owner l Engineering Exceptions
Filters l Executive Exceptions

RapidResponse Applications Guide (Web Client) 76

List of application resources
 Sales & Operations Planning Resources:
l All Process Instances l Forecast Review
l NPI Items l Key Constraint Utilization Chart
Forms l Late Performers Pie Chart
l Attach or Remove Regressors l Margin % Chart
l Apply Event l Operations Exceptions
l Copy Event l OTD to Request Chart
l Copy Event Phase l Process Owners Exceptions
l Create Curve Parameter l Revenue Value Chart
l Create Event l S&OP Process Calendar
l Create Event Phase l S&OP for Process Owners
l Create Event Type l Site DC Metrics
l Finish Activity l Site List
l Insert Model Set and Method l Site MFG Metrics
l Insert R Parameter l Statistical Forecast Residual
l Remove Single Regressor l Statistical Forecast Residual Autocorrelation
l Start Activity l Statistical Forecast Residual Count
Hierarchies l Supply Health Map
l Customer Workbooks
l Customer Region l Advanced Statistical Forecasting Widgets
l Forecast Item l Data Integrity - Event Planning
Processes l Data Integrity - S&OP
l S&OP Process l Data Reconciliation Within Cycle
Responsibilities l Manage Events
l Inventory Planners l Inventory Treemaps
l Production Planners l Inventory Trends
l Site Managers l Periods of Supply Details
Scheduled Tasks l Periods of Supply Treemaps
l Run Data Reconciliation Within Cycle Script l Process Activities
l S&OP Insert Backlog into History l Process Calendar
l S&OP Record Outlier Adjustments l Process Widgets Workbook
Scripts l Scripts Workbook
l Apply Event l S&OP Annual Plan
l Attach or Remove Regressors l S&OP Assumptions
l Copy Event l S&OP Backlog Reports
l Create Event l S&OP Backlog Treemap
l Create Event Curve l S&OP Common Expressions

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CHAPTER 4: Introduction to applications
Sales & Operations Planning Resources:
l Create Event Phase l S&OP Constraint Annual Plan
l Create Event Type l S&OP Constraint Widget Detail
l Data Reconciliation Within Cycle l S&OP Constraint Widgets
l Insert Model Set and Method l S&OP Data Cleansing
l Insert R Parameter l S&OP Demand Supply Balancing
l Manage Activities l S&OP Disaggregation
l Remove Single Regressor l S&OP Engineering Exceptions Detail
Task Flows l S&OP Exceptions
l Conduct the Executive S&OP meeting l S&OP Executive Exceptions Detail
l Manage Regressors l S&OP Forecast Item Management
l Rebalance Demand to Supply l S&OP Forecast Range Treemap
l S&OP High Level Process - Executives l S&OP Gross Margin Treemap
l S&OP High Level Process - Demand Planner l S&OP Marketing Forecast
l S&OP High Level Process - Finance l S&OP Operations Exceptions Detail
l S&OP High Level Process - Inventory Planner l S&OP Process Owners Exceptions Detail
l S&OP High Level Process - Marketing l S&OP Regressor Management
l S&OP High Level Process - Operations l S&OP Revenue Treemap
l S&OP High Level Process - Process Owner l S&OP Sales Forecast
l S&OP High Level Process - Sales l S&OP Statistical Forecasting
l S&OP High Level Process - Supply Planner l S&OP Unit Variance Treemap
l Update Annual Plan l S&OP Widget Details
l S&OP Widgets Exceptions
l S&OP Widgets Workbook
l S&OP Write History Records
l Supply Chain Health

Return to list of applications

Self-Healing Supply Chain

Self-Healing Supply Chain Resources:
Alerts Scripts continued
l Self-Healing Lead Time Alert l Insert Lead Time Override
l Self-Healing Yield Alert l Insert Yield Override
Automation Chains l ML Service User
l Self-Healing Common l Reset Scenario

RapidResponse Applications Guide (Web Client) 78

List of application resources
 Self-Healing Supply Chain Resources:
l Self-Healing Lead Time l Trigger ML Service
l Self-Healing Yield l Trigger Self-Healing
Dashboards l Update Scenario
l Self-Healing Lead Time Task Flows
l Self-Healing Yield Impact Analysis l Analyze lead time deviations
Forms l Analyze yield deviations
l Commit Lead Time Corrections l Heal lead time deviations
l Commit Yield Corrections l Heal yield deviations
l Create Automated Lead Time Type Widgets
l Create Automated Yield Type l Self-Healing Lead Time - Late Demand Quantity
l Insert Lead Time Override l Self-Healing Lead Time - Late Revenue by
l Insert Yield Override Tolerance Category

Scheduled Tasks l Self-Healing Lead Time - Projected Inventory by

Tolerance Category
l Auto Heal Lead Times
l Self-Healing Lead Time - Projected Inventory Cost
l Auto Heal Lead Times - Approved Actions
l Self-Healing Lead Time - Projected Late Order
l Auto Heal Lead Times - Self-Healing Current Plan
l Self-Healing Lead Time - Projected Late Revenue
l Auto Heal Yields - Approved Actions
l Self-Healing Yield - Deviation vs Revenue Impact
l Auto Heal Yields - Self-Healing Current Plan
l Self-Healing Yield - Inventory Cost by Supplier
l Auto Heal Yields - Self-Healing Working Plan
l Self-Healing Yield - Inventory Cost by Tolerance
l Commit Self-Healing Load Scenario
Category
l Copy All Lead Times
l Self-Healing Yield - Inventory Cost per Scenario
l Copy All Yields
l Self-Healing Yield - Inventory Cost vs Average
l Create New Scheduled Receipts (Lead Time) - As
Yield Deviation
Designed by Self-Healing
l Self-Healing Yield - Late Revenue by Supplier
l Create New Scheduled Receipts (Yields) - As Designed
l Self-Healing Yield - Late Revenue by Tolerance
by Self-Healing
Category
l Create New Scheduled Receipts (Lead Time) - Self-
l Self-Healing Yield - Late Revenue per Scenario
Healing Working Plan
l Self-Healing Yield - Late Revenue vs Average Yield
l Create New Scheduled Receipts (Yields) - Self-Healing
Deviation
Working Plan
l Self-Healing Yield - Projected Inventory Cost
l Disable Planning - All
l Self-Healing Yield - Projected Late Revenue
l Disable Planning - Not Accepted
Workbooks
l Disable Planning for Yields - As Designed by Self-
Healing l Data Integrity - Self-Healing Supply Chain
l Disable Planning for Yields - Self-Healing Working Plan l IM Common Expressions
l Modify Existing Scheduled Receipts for Yields - As l Lead Time Deviation Treemap
Designed by Self-Healing l Lead Time Healing

79 RapidResponse Applications Guide (Web Client)

CHAPTER 4: Introduction to applications
Self-Healing Supply Chain Resources:
l Modify Existing Scheduled Receipts for Yields - Self- l Machine Learning Job Status
Healing Working Plan l Manual Closed Loop Self-Healing Supply Chain
l Reschedule Existing Scheduled Receipts - As Designed l ML Library Workbook
by Self-Healing l Self-Healing Lead Time Widgets - Single Scenario
l Run Self-Healing l Self-Healing Data
l Update Scenario - As Designed by Self-Healing l Self-Healing Lead Time Widgets
l Update Scenario - As Demonstrated by Self-Healing l Self-Healing Script
l Update Scenario - Self-Healing Working Plan l Self-Healing Widgets
l Update Self-Healing Load Scenario l Self-Healing Widgets - Single Scenario
Scripts l Yield Correction
l Commit Scenario
l Commit Yield Corrections
l Create Automated Lead Time Type
l Create Automated Yield Type
l Commit Lead Time Corrections

Return to list of applications

Supplier Collaboration
Resource package: Supplier Collaboration.rpk

Supplier Collaboration Resources:

Alerts Widgets
l Buyer Overdue Forecast l Committed Forecast
l Buyer Overdue Requests l Company Logo
l Buyer New Forecast l Purchase Order Status
l Buyer New Requests l Supplier Awaiting Confirmation
l Supplier New Forecast l Supplier Collaboration Help
l Supplier New Requests l Supplier Getting Started
l Supplier Overdue Requests l Supplier Welcome
l Supplier Overdue Forecast Workbooks
Dashboards l Forecast Response
Supplier Dashboard l Purchase Order Response
Hierarchies l Supplier Collaboration - Forecast
l Product l Supplier Collaboration Notification
l Supplier l Supplier Collaboration - Orders

RapidResponse Applications Guide (Web Client) 80

List of application resources
 Supplier Collaboration Resources:
l Supplier Region l Supplier Collaboration Order Cleanup
Responsibilities l Supplier Widgets Workbook
l Buyers
Scheduled Tasks
l Commit Buyer Response
l Commit Forecast Response
l Supplier Collaboration Order Cleanup

Return to list of applications

Command and Control Center Foundation

Resource package: CCC.rpk

Command and Control Center Foundation Resources:

Dashboards Widgets
l Command and Control Center Exceptions l CCC Exception Map
Forms l CCC Exception Statistics
l Edit Exception l CCC My Exceptions
Scripts l Ending Inventory Value
l Create New Exception l Margin %
l Edit Exception l Revenue at Risk
l Exceptions Library l Revenue
l Get Process Orchestration Scenario l Service Level %
l Get Workflow Name Workbooks
l Update Exception l CCC Data Changes
l Update Exception Scorecard Link l CCC Exceptions Configuration
l Update Exception Severity l CCC Key Metric Widgets
l Update Exception Status l CCC Widgets
l Update Impacts l CCC Widget Details

Return to list of applications

Command and Control Center Supply Disruption Template

Resource package: CCC.rpk

81 RapidResponse Applications Guide (Web Client)

CHAPTER 4: Introduction to applications
Command and Control Center Supply Disruption Template Resources:
Dashboards Widgets
l Command and Control Center Exceptions l CCC Exception Map
Forms l CCC Exception Statistics
l Edit Exception l CCC My Supply Exceptions
l Refresh Exception Resolution Scenarios l Ending Inventory Value
Scheduled Tasks l Late Revenue
l CCC Operations l Margin %
Scorecards l Revenue at Risk
l Run CCC Main Exception Workflow l Revenue
Scripts l Service Level %
l Capture Resolutions Workbooks
l Create New Exception l CCC Data Changes
l Edit Exception l CCC Exceptions Configuration
l Evaluate Scorecard Result l CCC Key Metric Widgets
l Exceptions Library l CCC Metrics
l Get Process Orchestration Scenario l CCC Supply Exceptions
l Get Workflow Name l CCC Supply Exceptions Workflow
l Parse Scorecard Result l CCC Widgets
l Refresh Exception Resolution Scenarios l CCC Widget Details
l Update Exception l CCC Exceptions Automatically Resolved
l Update Exception Scorecard Link Workflows
l Update Exception Severity l CCC Late Supply Main Workflow
l Update Exception Status l CCC Late Supply Exception No Longer Late
l Update Impacts l CCC Late Supply Refresh Workflow
l Update Resolutions Task Flows
l CCC Supply Exceptions Template

Life Sciences Industry Template

Life Sciences Industry Template Resources:
Dashboards Widgets
l Supply Planner l Count of Late Demand
Workbooks l Count of Parts with Low Inventory Exceptions
l Batch Allocation l Count of Active Parts with Planning Parameter
Exceptions

RapidResponse Applications Guide (Web Client) 82

List of application resources
 Life Sciences Industry Template Resources:
l Calendar and Dates l Demand Value Impacted by Planning
l Demand Exception Widgets Parameter Exceptions
l Demand Exception Widget Details l Expired Value Chart
l Demand Order Analysis - Partial Orders l Expired Value by Expiry Date
l Exception Causes l Expiry Risk Value by Expiry Risk Date
l Expiry Analysis l No. of Parts with Consumption Exceptions
l Forecast Consumption Analysis l Parts Above Maximum Inventory Quantity
l Manual Closed Loop Planning Parameters l Parts Above Maximum Inventory Coverage
l Manual Closed Loop for Supply l Percent of Late Demand
l Periods of Coverage l Percent of Parts with Consumption Exceptions
l Planning Parameters l Percent of Active Parts with Planning
Parameter Exceptions
l Planning Parameter Exceptions
l Revenue Impact from Late Demand
l Planning Parameter Exceptions Widget Details
l Revenue Impact from Parts with Low
Task Flows
Inventory Exceptions
l Identify and Resolve Demand Satisfaction Exceptions - Life
l Supply Plan Attainment %
Sciences
l Identify and Resolve Excess Inventory and Expiry
Exceptions - Life Sciences
l Identify and Resolve Planning Parameter Exceptions - Life
Sciences
l Modify Supply Allocations - Life Sciences
l Resolve Expiry Exceptions - Life Sciences
l Resolve Excess Inventory - Life Sciences
l Review Short-Term Demand

Return to list of applications

Workbook compatibility in the Web client

It's possible for some workbooks to contain features that aren't supported in the Web client. When this
happens, RapidResponse displays incompatibility indicators in the Resources panel and in the workbook
resource card to identify the existence and severity of unsupported features.

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Web compatibility warnings
RapidResponse uses the following indicators in the Web client to identify the existence and severity of
unsupported workbook features:

l Minor : Indicates that there are some style or visual differences that don't impact your ability
to use the workbook in the Web client.

l Critical : The workbook won't open in the Web client if you aren't the workbook author.

RapidResponse Applications Guide (Web Client) 84

Workbook compatibility in the Web client
 When you open a workbook with minor issues, RapidResponse displays a message that indicates that
the workbook contains incompatible features and gives you the option to view detailed information
about the features that are unsupported. If you click the Details button for a workbook with minor
issues, or try to open a workbook with critical issues, RapidResponse displays a list of the features that
aren't supported.

Notes:
l Workbooks with compatibility issues behave the same regardless of how they are accessed.
For example, if you click a link to a workbook with a critical compatibility issue, it won't open
in the Web client if you aren't the workbook author.
l Report authors can disable compatibility warnings for unsupported features in a specific
workbook if they feel that a warning isn't required. For more information, see the
RapidResponse Resource Authoring Guide
l Administrators can control the level of warnings that are displayed for all workbooks in the
Web client. For more information, see the RapidResponse Administration Guide

Closed loop data reconciliation

Depending on your company's established practices, changes that you make while performing various
processes, such as Inventory Management, might require you to manually close the loop with your

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CHAPTER 4: Introduction to applications
enterprise data sources to ensure that the consistency and availability of the data. It is important to
close the loop with your enterprise data sources before initiating your next data update. This prevents
you from losing any committed changes.
Each application has the ability to 'close the loop' on data to the Host system (ERP); in other words,
send data that is created or edited within RapidResponse back to the host system so that you are not
updating two systems. Your RapidResponse administrator can configure processes to move any
required data to your data sources. The table below outlines the out of the box transactions supported
by applications. The following transaction types are identified:
l M - transactions that must be manually entered into the ERP system.
l C - data is used in different scenarios in the tree and are updated through a cross-scenario update.

Transaction S&OP DP ASP CP IM IPO MPS OF DRP SAM SC IPM

Type

Purchase Req M M M M
Create

Purchase M M M M
Req/Order
Change

Purchase M M M M
Req/Order
Cancel

Firm Planned M M M
Order Create

Work Order M M M
Change

Work Order M M M
Cancel

Sales Order M
Date, Qty
Change

Consensus C
Demand Plan

Inventory M M M M
Transfer

Fixed Safety M M M
Stock Qty
Change

RapidResponse Applications Guide (Web Client) 86

Closed loop data reconciliation
 Transaction S&OP DP ASP CP IM IPO MPS OF DRP SAM SC IPM
Type

Time Phased M M M
Safety Stock
Qty Change

Inventory M M
Disposition

Transfer Req M M M M
Create

Transfer M M M M
Req/Order
Change

Transfer M M M M
Req/Order
Cancel

Constraint M M
Property
Change

Master Data M M
Changes (Safety
Stock Policy)

Master Data M
Changes
(Planning Time
Fence)

Master Data M
Changes
(Planning BOM,
Part Number of
Days Supply,
Part Source
Properties,
Order Priority)

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CHAPTER 4: Introduction to applications
Transaction S&OP DP ASP CP IM IPO MPS OF DRP SAM SC IPM
Type

Master Data M
Changes (Sales
Order Date &
Qty, Order
Priority,
Delivery Route,
Delivery
Destination,
Ship Set,
Customer
Request Date)

Part UOM M
Conversion

Part Source M
(Routing ID,
Routing Site,
Supplier UOM,
Supplier
Control Set)

Source (Carrier, M
Transportation
Mode, Ship
Calendar,
Transit
Calendar,
Transit Time,
Pre Ship Lead
Time)

Notes:
l If integrating with SAP, Supply Types of 'FPO' and 'NB' must be created to support Firm
Planned Order create and Purchase Requisition create transactions.
l In order to update Unit Price on ScheduledReceipts that are created and sent back to the
host system (Firm Planned Order create and Purchase Requisition create transactions
above), the value needs to be provided in the RAW value in the EBM. As such, the consultant
needs to create a custom field to hold this information until such time as the ability to
generate transactions from worksheet payloads is available. In conjunction with this, the
two Business Message definitions will need to be updated to use the custom field rather
than UnitPrice, as they are defined out of the box.

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Closed loop data reconciliation
 Those transactions marked as 'M' or 'Manual' are identified to the user through the following
workbooks:
l Manual Closed Loop Constraint - identifies constraint property edits
l Manual Closed Loop Demand Planning - identifies planning BoM edits
l Manual Closed Loop DRP - identifies part source and unit of measure edits
l Manual Closed Loop for Supply - identifies supply order edits
l Manual Closed Loop Inventory Planning - identifies order policy, inventory disposition and safety
stock policy edits
l Manual Closed Loop MPS - identifies planning BoM, Number of Days Supply, Part Source
properties, Order Priority edits
l Manual Closed Loop OF - identifies independent demand record edits. If the edited records
identified in these workbooks are not manually entered in to the ERP system prior to the next
Data Update, the changes will be lost.

For newly created records that are sent back to the ERP system, the records created in RapidResponse
do not exist in the host system; therefore, there needs to be a way to know which records those are
once inserted into the ERP System so duplicate records do not result on the next Data Update in to
RapidResponse. In order to identify the record, a concatenation of the RapidResponse Record Id + Date
is copied into a field called OriginalRecordId on the applicable table and is sent on the outbound
transaction.
This OriginalRecordId needs to be kept on the record when it is imported into the ERP system.
Therefore, it needs to be defined as a custom field in the host ERP system in every table that will have
new records created using closed loop feeds. Also in the case of creating a new Purchase Requisition or
Firm Planned Order, the host system needs to carry this OriginalRecordId info to the Purchase Order
or Work Order if it is being auto-generated. Then the OriginalRecordId needs to be included in the data
extract for the inbound transaction. Once the data update is performed reconciliation within
RapidResponse is completed using either the Data Reconciliation Within Cycle or Data Reconciliation
Outside Cycle workbooks.
Within an S&OP cycle this reconciliation is done through a multi-scenario compare between the
Baseline scenario and the S&OP Intermediate scenario. When the duplicate record is identified a
command runs to delete the record from the S&OP Intermediate scenario, then the S&OP Intermediate
scenario can be updated.
Outside an S&OP cycle this reconciliation is done through a multi-scenario compare between the
Approved Actions scenario and the Baseline scenario. When the duplicate record is identified a
command runs to delete the record from the Baseline scenario, then the Baseline scenario can be
updated.
An important note to make about the closed loop and reconciliation processes is that there needs to be
clear definition of where planning/execution is done, RapidResponse or ERP system, otherwise
differences in planning policies, calendars, and so forth, could cause unexpected results from closed
loop transactions.

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Reviewing changes before closing the loop
Before closing the loop with enterprise data, you can compare the changes made in the current
scenario to the parent scenario to review the modifications. When performing Aggregate Supply
Planning, Capacity Planning (Constraints), or Inventory Management, the associated task flows will
instruct you when you must review the data changes before closing the loop with enterprise data. In
addition, the task flow will provide a link to be necessary workbook.

Note: A scheduled alert can be programmed to automatically notify you of changes that require
you to manually close the loop with your enterprise system.

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Closed loop data reconciliation
CHAPTER 5: New and changed features
This section describes changes to all the functional changes to the RapidResponse Applications, such as
S&OP and Integrated Project Management, in 2016 and later. These applications are supported by
RapidResponse predefined resources, such as dashboards and workbooks. For details about changes to
resources, see:
l "Changes to resources 2020" on page 133
l "Changes to resources 2021" on page 137
l "Changes to resources 2022" on page 146

There are also similar chapters in other guides:

l the RapidResponse User Guide (Web Client) covers new and changed RapidResponse features for
general users and resource authors in the Web client.
l the RapidResponse Administration Guide covers the new administrative features available in the
Java client.
l the RapidResponse Data Integration Guide covers new features affecting the connection between
RapidResponse, your enterprise data sources, and external partners.
l the RapidResponse Resource Authoring Guide covers changes to resource authoring in the Java
client.
l the RapidResponse Data Model and Algorithm Guide covers algorithm and data model changes.
l the RapidResponse Web Services Guide covers changes to RapidResponse web services for
retrieving data and data changes.
l the RapidResponse Scripting Guide covers new objects and methods used for creating
RapidResponse scripts in the Java client.

2022 applications changes 93

RapidResponse Applications Guide (Web Client) 92

 2021 applications changes 94
2020 applications changes 98
2019 applications changes 105
2018 applications changes 116
2017 applications changes 125
2016 applications changes 129
Changes to resources 2020 133
Changes to resources 2021 137
Changes to resources 2022 146
New feature videos 150

2022 applications changes

The following 2022 releases included changes to RapidResponse applications:
l "Service Update 2205" on page 93
l "Service Update 2202" on page 94
l "Service Update 2201" on page 94

Service Update 2205

Constraint offsets
Several worksheets have been updated to support the new multi-step constraint processing capability.
For part sources constrained by multiple constraints, this allows for the usage of load-only constraints
to be offset before or after use of a single constrained constraint whose availability is assumed to be a
bottleneck to production:
l In the Control Tables workbook and Part Source Type worksheet, the Constraint Offset Rule
column is added and can be used to enable multi-step constraint processing.
l In the Control Sets workbook and Part Source Type worksheet, the Constraint Offset Rule column
is added and can be used to enable multi-step constraint processing.
l In the Constraint Properties workbook and Selected Constraint - View worksheet, the Constraint
Offset worksheet is added and can be used to define the duration before or after the constrained
constraint for offsetting a given load-only constraint.
l In the Part Properties workbook and Source Constraint worksheet, the Constraint Offset
worksheet is added and can be used to define the duration before or after the constrained
constraint for offsetting a given load-only constraint.

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Service Update 2202
Updated resource files
A few resources files were updated to support a future change to compatibility levels. For a complete
list of the modified resources, see "Changes to resources 2022" on page 146.

Service Update 2201

Updated resource files
A number of resources files were updated to support a future change to compatibility levels. For a
complete list of the modified resources, see "Changes to resources 2022" on page 146.

2021 applications changes

The following 2021 releases included changes to RapidResponse applications:
l "Service Update 2112" on page 94
l "Service Update 2111" on page 95
l "Service Update 2108" on page 95
l "Service Update 2106" on page 96
l "Service Update 2105" on page 96
l "Service Update 2104" on page 97
l "Service Update 2103" on page 97
l "Service Update 2102" on page 97
l "Service Update 2101" on page 98

Service Update 2112

Command and Control Center (CCC) Supply Disruption Template
The CCC Supply Disruption Template now includes additional options for manually resolving exceptions:
l You can start collaborations to quickly loop in others to help you resolve an exception. See "Start a
collaboration to resolve an exception" on page 1272.
l You can commit a resolution scenario directly from the Exception Resolution Option panel in the
CCC Widget Details workbook as well as drill for more details about resolved exceptions.

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2021 applications changes
 The automated workflows were updated to support collaboration and were streamlined so they can
automatically resolve exceptions more efficiently. New forms and scripts were also added to support
collaboration and commit resolution scenarios. For a complete list of new and updated resources, see
"Changes to resources 2021" on page 137.

Service Update 2111

Supplier collaboration and closed loop resources
Workbooks, scheduled tasks, and scripts that were previously used to move data between
RapidResponse and a data source have been removed. This includes scripts used to move data between
systems as part of the supplier collaboration process, and resources designed to perform closed loop
operations. These automated closed loop operations were performed using the Real-time Integration
Service, which has been deprecated, so the resources that used them are no longer valid. The following
resources are no longer available:

Workbooks Scripts Scheduled tasks

Buyer Commit to ERP Buyer Commit to ERP Run Buyer Commitment Script

Closed Loop DRP Closed Loop DRP Run Closed Loop DRP

Closed Loop IPO Closed Loop IM Run Closed Loop IM

Closed Loop MPS Closed Loop IPO Run Closed Loop IPO

Closed Loop OF Closed Loop MPS Run Closed Loop MPS

Closed Loop Outside Cycle Order Management Closed Loop OF Run Closed Loop OF

Closed Loop Within Cycle Closed Loop Within Cycle Run Closed Loop Within Cycle Script

Closed Loop Library

Closed loop operations must either be performed manually, or your RapidResponse administrator can
define a process using the RapidResponse RESTful web services. For more information, see the
RapidResponse Web Services Guide.

Service Update 2108

Command and Control Center and Supply Disruption Template
The Command and Control Center (CCC) Foundation and Supply Disruption template allows you to
anticipate and respond to potential disruptions, as well as analyze risk and opportunities sooner
through an intuitive dashboard and workbooks. The tools provide a view on exceptions that were
identified and prioritized using automated workflows, as well as auto-generated, KPI-based resolutions

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CHAPTER 5: New and changed features
and scenario exploration for high-priority exceptions. You can also see the effects those exceptions are
having on key metrics, as well as review and implement the resolution options for exceptions that
weren't automatically resolved. See "Command and Control Center Foundation and Supply Disruption
Template" on page 1252.

Service Update 2106

Production Planning and flexible deferrals
You can now prioritize deferred planned orders within production cycles by setting them to use flexible
deferral. This ensures that parts with low priority are not indefinitely deferred because of capacity
consumption by high priority parts. Orders with flexible deferral are shifted to the start of eligible
cycles, after any non-reschedulable SRs. See "Flexible deferrals" on page 456.

Resource help updated for Web client

The Help in a number of workbooks and task flows were updated to reflect performing actions in the
Web client. For a complete list of the impacted resources, see "Changes to resources 2021" on page
137.

Service Update 2105

Real-time Integration Service and supplier collaboration
The Real-time Integration Service has been deprecated, and is no longer used to move data between
RapidResponse and your enterprise data sources by the Supplier Collaboration application. The
resources and other functions of supplier collaboration are unaffected, however, data is only moved
between systems if your RapidResponse administrator has established a closed loop process.

Life Sciences Industry Template

A few enhancements were made to the Periods of Coverage and Expiry Analysis workbooks. See
"Changes to resources 2021" on page 137. To learn more about the template, see "Life Sciences
Industry Template" on page 1366.
l Expiry Analysis workbook: A Totals row was added to the Expiring Parts Summary worksheet so
you can see the monthly totals across all parts. You now modify a Pool from the On Hand Details
worksheet. You can also split a scheduled receipt from the Scheduled Receipt Details worksheet.
In addition, you now see earliest expiry date, due date, and quantity from the Independent
Demand - Minimum Shelf Life worksheet.
l Periods of Coverage workbook: In the Inventory Coverage - Qty Targets worksheet, the Status As
Of Run Data column now indicates if a part is within target and it no longer reports partial on-
time quantities as late.

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2021 applications changes
 Service Update 2104
Supplier Collaboration
In an upcoming RapidResponse Service Update, support for the Real-time Integration Service and the
Supplier Collaboration application that uses it will end. If you have this application's resources installed,
they are not removed, however, they no longer function.

Service Update 2103

Production Planning supports additional scheduled receipt types
Scheduled SRs and Non-reschedulable SRs can now be used in production wheels. Scheduled SRs
ensure that dates and quantities are firmly fixed in a production cycle in situations where it's more
important to produce for specific dates over achieving an efficient production plan, such as when a
regulatory inspection is required. Non-reschedulable SRs provide a more realistic changeover between
orders based on order sequence. See "Planning for different supply order types" on page 435.

Life Sciences Industry Template

Resources were added to the Life Sciences Industry Template to identify and resolve planning
parameter exceptions. For example, you can identify parts with planning BOM exceptions or parts that
are missing an effective part source. In addition, two workbooks were added for identifying
transactions, such as new, canceled, or changed orders, before closing the loop with enterprise data. A
few updates were also made to additional resources. Some changes are available only in the Life
Sciences-specific version of the resources. See "Changes to resources 2021" on page 137. To learn more
about the template, see "Life Sciences Industry Template" on page 1366.

Service Update 2102

Multi-step statistical forecast blending
The S&OP Forecast Item Management workbook now shows error measures for the calculated
forecast weights on items that use multi-step forecast blending. In addition, changes were made to the
S&OP Statistical Forecasting workbook Multi-step forecast blending. For more information about the
options, see the workbook help and the RapidResponse Data Model and Algorithm Guide.

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Service Update 2101
Multi-step statistical forecast blending
The S&OP Forecast Item Management workbook now includes options for configuring multi-step
statistical forecast blending. This allows you to produce a statistical forecast that blends together
forecasts from forecasts calculated using parameters from different iterations, or date ranges, in the
historical data. It then uses a weighted average of the different forecasts to generate the final statistical
forecast. For more information about the options, see the workbook help and the RapidResponse Data
Model and Algorithm Guide.

Consensus facilitator
The new Consensus Facilitator widget was introduced to support the Consensus Demand Planning
process. This widget shows actuals along with the values from the different forecast streams that
contribute to the consensus demand plan. It allows you quickly compare the values from different
streams for a given period.

2020 applications changes

The following 2020 release included changes to RapidResponse applications:
l "Service Update 2012" on page 98
l "Service Update 2010" on page 99
l "Service Update 2009" on page 101
l "Service Update 2008" on page 101
l "Service Update 2007" on page 102
l "Service Update 2006" on page 102
l "Service Update 2004" on page 103
l "Service Update 2003" on page 103
l "Service Update 2002" on page 104
l "Service Update 2001" on page 104

Service Update 2012

New Web client
The new Web client is now available to users. User help for the new client can be found in the
RapidResponse User Guide (Web Client). Some charts, resources, and features are not yet available in
the Web client.

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2020 applications changes
 Task flows are updated to include instructions for both the Java client and the Web client. Predefined
workbook help updates are ongoing as more workbook features become available in the Web client.

Life Sciences industry and Supply Foundation

The following resources were changed or introduced to the Life Sciences Industry Template and Supply
Foundation package to support the Resolve Demand Satisfaction Exceptions and Resolve Excess
Inventory and Expiry Exceptions processes:
New resources:
l Supply Planner dashboard widgets: New widgets were added to the dashboard for identifying
inventory exceptions.
l Periods of Coverage workbook: A new workbook used to analyze the number of future periods of
demand that can be satisfied by the inventory balance for a part at the end of the selected period.
Planners can use it to determine when a part will experience a shortage or have excess inventory.
This provides insights to resolve low inventory or excess inventory exceptions.

Updated resources:
l Supply Order Analysis workbook: An issue was fixed with the Available Date in the All Orders
worksheet. The Available Date was also added to the Supply Order Planned worksheet, as well as
the Demand Date was added to the All Orders and Supply Order Scheduled worksheets.

Order generation
Changes were introduced to the Part Properties (Sourcing - Ordering worksheet) and Control Tables
(Order Policy worksheet) workbooks to support order generation. You can now specify an order
generation threshold on part sources. This allows for specifying a minimum demand quantity that must
be accumulated the part before a new planned order can be generated to satisfy those demands.
Typically, this option is useful in cases where there are large lot sizes, relatively small demand
quantities, and a need to reduce the amount of time that supply is held in advance of the demands that
will use it. For example, this might be the case for supply that is subject to material expiry or for which
inventory holding costs are high.

Self-Healing Supply Chain

New widgets were added to analyze late revenue and inventory cost per supplier widgets for lead
times.

Service Update 2010

Pre-planning in production planning
You can now use pre-planning to improve capacity utilization of allocated supplies in production cycles.
When pre-planning is enabled in your system, supplies are pre-planned to improve constraint capacity

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CHAPTER 5: New and changed features
utilization in current cycles. See "Pre-planning in production planning" on page 468.

Supply Planning Foundation

The following resources were introduced to support the Supply Planning Foundation package:
l Exception causes: The workbook lets you compare the values of two scenarios to determine if
changes were introduced that are causing demand satisfaction exceptions. You can see changes to
demand or supply order details, part planning parameters, and BOM parameters.

Changes were also made to the following resources to support the Supply Planning Foundation
package:
l Demand Order Analysis - Partial Orders: The following features were added to the workbook:
Multi-scenario compare worksheets, filtering based on planning zone, filtering for lateness based
on periods that are late, introduced Gating Part, Site, and Constraint to top pane worksheets, as
well as other enhancements.
l Forecast Consumption Analysis: Changes were made to ensure proper drilling to the Demand
Order Analysis - Partial Orders workbook.
l Supply Order Analysis: The Supply Order Scheduled and Supply Order Planned worksheets were
added, as well as other miscellaneous enhancements.

Life Sciences industry

The following resources were introduced to support the Life Sciences Industry Template:
l Batch Allocation: The workbook shows you batch information and allocation details to help you
identify potential opportunities to reallocate supply using the Pool algorithm. Planners can use
this workbook to help them resolve exceptions by simulating batch reallocation, create new pools,
as well as modify batch record attributes. For more information, see the help provided in the
workbook.
l Exception causes: The workbook lets you compare the values of two scenarios to determine if
changes were introduced that are causing demand satisfaction exceptions. You can see changes to
demand or supply order details, part planning parameters, and BOM parameters.
l Supply Planner dashboard: New widgets were introduced to help identify and prioritize various
demand satisfaction exceptions.

Changes were also made to the following resources to support the Life Sciences Industry Template:
l Demand Order Analysis - Partial Orders: The following features were added to the workbook:
Earliest ExpiryDate column, links to the Expiry Analysis workbook, as well as additional
improvements to the workbook.
l Planning Sheet: Changes were made to support the reporting of pools with regards to batch
allocation and more expiry-related information was added to various worksheets.
l Supply Order Analysis: A link was added to Batch Allocation workbook so you can allocate a
supply order to a demand. The Supply Stage column was also added to various worksheets.

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2020 applications changes
 Service Update 2009
Life Sciences industry
The new Expiry Analysis workbook was introduced to support the Life Sciences Industry Template. The
workbook shows you projected expiry quantities and values in horizontal bucketed format, along with
related batches that are projected to expire. Planners can use this workbook to help them resolve
expiry issues by simulating modifying expiry information, as well as minimum shelf life parameters. For
more information, see the help provided in the workbook.
Changes were also made to the Control Tables workbook to add the Demand Type Group table. You
can use this table to define a group of similar demand types together for reporting purposes.

Forecast Spreading
New fields were added to the Part Properties workbook to support forecast spreading. Forecast
spreading is a planning technique that, for a specified period of time, spreads forecast values from an
"outer" calendar in which it is received to an "inner" calendar. This can help produce a master schedule
that is less lumpy and more evenly spread. For example, if forecast is received monthly, you can
configure that monthly forecast to be evenly spread over each week in a six month period. For more
information, see the RapidResponse Data Model and Algorithm Guide

Service Update 2008

Geospatial visualizations
The Supply Chain Health workbook now uses a geospatial visualization that displays your sites on a
global map. For more on how to use a geospatial visualization, see the RapidResponse User Guide (Web
Client).

Deprecated resources
l The map chart types used in the Order Fulfillment Map have been deprecated and are no longer
available in RapidResponse.
l The Order Fulfillment and Supply Chain Health dashboards are no longer available.

Production Scheduling
Detailed scheduling capabilities are available in a new scheduling solution from Kinaxis partners.
Contact Kinaxis Sales for more details.

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Service Update 2007
Additional part source details for managing production planning
Details for the part source associated with a production wheel has been added to the Production
Planning Manager workbook.

Demand Sensing Automation chain and scenario structure

A new scenario named Demand Sensing Results was introduced to store forecast results that are
received from the Machine Learning service. This scenario is automatically generated when your run
the Demand Sensing Scenarios script. In addition, the new Commit Demand Sensing Results scheduled
task was introduced to the Demand Sensing Automation chain to automatically commit sensed
demand results from Demand Sensing Results to the parent scenario.

Service Update 2006

Demand Sensing
The Demand Sensing application is an Enhanced Demand Planning option that's designed to work
alongside the Demand Planning application. Demand Sensing is powered by the Machine Learning
service and it provides tools to help demand planners deal with demand volatility and get a clearer
picture of customer behavior, so they can identify and respond to opportunities to improve the
consensus demand plan in the short-term horizon. The Machine Learning service generates a forecast
for the part-customers that are configured for demand sensing and the values are reported in
RapidResponse. See "Demand Sensing" on page 728.

Supply Planning Foundation

Changes were introduced to the Forecast Consumption Analysis workbook to support the Supply
Planner - Short-term demand review process. The purpose of the process is to review the short-term
demand plan in order to identify and resolve forecast consumption exceptions. Supply planners can
then respond by adjusting the forecast spreading or forecast consumption parameters. The following
additional resources were also introduced to support this process:
l Demand Exception Widgets workbook
l Demand Exception Widget Details workbook
l Calendar and Dates workbook
l Supply Planner dashboard
l Review Short-Term Demand task flow

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2020 applications changes
 Service Update 2004
Enhanced pooling
A pooling enhancement was introduced that allows supplying one demand pool with multiple supply
pools. In the Part Properties workbook, a new Component-Pool field was added to the Components
and so you can associate a pool with a component when using a bill of material. A new Component-
Pool field was also added to the Where Used worksheet for reporting purposes. In addition, the Pool
field was added to the Component Allocations worksheet in the Planning Sheet workbook.

Control unit of measures defined for product group segmentation

The unit of measure control has been added to the data settings in the Production Planning
Segmentation workbook, enabling you to group parts into segments using defined units of measure.

Service Update 2003

Supply Chain Network Map
A Supply Consumption Network Map was added to the Supply Order Analysis workbook. This map lets
you view the structure and relationship between the parent demand (items and orders) that consumes
each supply for a selected part.

Changes to Live Lens

The following metrics have been added to the Live Lens scorecard:
l Active Users (as a % of Total Users)
l Inactive Users (as a % of Total Users)
l % of Parts Assigned Responsibility
l Open Collaborations (as a % of Total Collaborations)
l Count of Data Quality issues

In addition, a new command (Update Corporate Monitoring Scenarios (Adoption), as well as a new
automation chain (Update Corporate Monitoring) were created to facilitate the updating of the new
Adoption metrics.

Analytics are now Algorithms

To promote better understanding, the term "analytic" has been renamed "algorithm". In some
RapidResponse interface elements, such as variables, the term "analytic" has been retained to ensure
continuing functionality of your systems on upgrade. The title of the RapidResponse Analytic and Data
Model Guide has been changed to the RapidResponse Data Model and Algorithm Guide.

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Service Update 2002
New permissions for editing data in shared scenarios
To provide more granular control over data editing in shared scenarios, enhancements were made to
data editing permissions. As a result, the data editing permissions that are applied to predefined
Applications groups were updated to use these new permissions.

Supply Consumption Network Map

A Supply Chain Network Map was added to the Demand Order Analysis - Partial Orders workbook. This
map lets you view the structure and the relationships between an order and all its supplies. For
example, you can see which parts are required or the parts that are available on time for a selected
order.

Updated workbook authoring interface

In Version 2016.2, Service Update 27, new functionality was introduced to the standard RapidResponse
worksheet authoring interface to map links based on workbook data setting controls, such as Part or
Site. These authoring interface options are now available in the following workbooks:
l S&OP Forecast Accuracy
l S&OP Forecast Item Management
l S&OP Gating Supplies
l S&OP Statistical Forecasting

Service Update 2001

Updates to Live Lens
The Data Integrity - Live Lens workbook was introduced to support the Live Lens application. The
purpose of the workbook is to give users that are configuring the application the ability to validate the
data elements that are required for the Live Lens metrics.

Updated workbook authoring interface

In Version 2016.2, Service Update 27, new functionality was introduced to the standard RapidResponse
worksheet authoring interface to map links based on workbook data setting controls, such as Part or
Site. These authoring interface options are now available in the following workbooks:
l Prioritized ERP Actions
l S&OP Widget Details

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2020 applications changes
 Updates to Multi-Level Search (MLS)
In the MLS Configuration workbook, the following workbooks elements were renamed:

Previous name New name

MLS Cloning New ASI Architecture worksheet

worksheet

MLS Cloning Enable New Architecture worksheet

Status column

2019 applications changes

The following 2019 releases included changes to RapidResponse applications:
l "Service Update 1908" on page 105
l "Service Update 1907" on page 106
l "Service Update 1906" on page 106
l Service Update 1905
l Service Update 1904
l Service Update 1903
l Service update 1902
l Service Update 1901
l Version 2016.2, Service Update 30
l Version 2016.2, Service Update 29
l Version 2016.2, Service Update 28
l Version 2016.2, Service Update 27

Service Update 1908

Updates to the Self-Healing Supply Chain
The following changes were made to the Self-Healing Supply Chain application:
l Improvements were made to the Self-Healing Data and Yield Correction workbooks to make it
easier to filter and view zones.
l The Machine Learning service now requires a minimum of 6 or more historical records to process
an ItemSource. Previously, the Machine Learning services required 30 historical records. However,
if you provide between 6 and 29 historical records, the machine learning algorithm is limited to
using only three models: Mean, Median, and Exponential Smoothing.

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Updates to Control Tables and Control Sets workbooks
Changes were made to the Control Tables and Control Sets workbook to allow the inclusion or exclusion
of scheduled receipts and supply allocations from planning time fence calculations. Changes were made
to the following worksheets:
l Supply Allocation Type
l Supply Status
l Supply Type

Service Update 1907

Updates to Multi-Level Search (MLS)
Additional resources were introduced for analyzing and measuring MLS performance. A new dashboard
and supporting resources let you compare multiple scenarios so you can assess solution quality before
and after applying different configurations of MLS. The following resources were introduced:
l MLS Performance Manager dashboard
l MLS Performance Manager Widget Details
l MLS Performance Manager Widgets Workbook
l A number of widgets were also added.

Service Update 1906

Updates to the Self-Healing Supply Chain
Changes were made to the following workbooks to improve period ending inventory calculations:
l ML Library Workbook
l Self-Healing Widgets
l Self-Healing Widgets - Single Scenario workbooks

Service Update 1905

Updates to the Self-Healing Supply Chain
The following changes were made to the Self-Healing Supply Chain application:
l Changes were made to the Yield Correction and Self-Healing Widgets - Single Scenario workbooks
to reflect the yield value used by netting. It also shows the difference between the suggested yield

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2019 applications changes
 value that is made by the machine learning service and the value that is being used.
l The Yield Summary chart in the Yield Correction workbook now displays as a line chart.

Updated workbook authoring interface

In SU27, new functionality was introduced to the standard RapidResponse worksheet authoring
interface to map links based on workbook data setting controls, such as Part or Site. These authoring
interface options are now available in the following workbooks:
l Clear to Build
l Clear to Build Metrics
l Manage Inventory
l S&OP Constraint Manager
l S&OP Planning Analysis

List of RapidResponse resources

The RapidResponse Applications Guide now includes detailed lists of all the default resources provided
in RapidResponse along with the specific predefined resources available with each application. See "List
of application resources" on page 56.

Service Update 1904

Updates to the Self-Healing Supply Chain
The following changes were made to the Self-Healing Supply Chain application:
l Data integrity support was added for yield correction.
l The Data Integrity - Self Healing Lead Time workbook was renamed Data Integrity - Self Healing
Supply Chain.

Service Update 1903

Updates to the Self-Healing Supply Chain
The following changes were made to the Self-Healing Supply Chain application:
l The license key for the Self-Healing Supply Chain application has been changed from
SelfHealingLT to SelfHealingSupplyChain. For Service Update 1903 and later, ensure the new
license key is added to your RapidResponse installation.

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 l Added support for healing yield parameters in addition to lead time parameters.
l Data model updated to include yield parameters and settings.
l Additional workbooks, scripts, and other resources added to support Yield correction.
l Updated the naming convention for the scenarios used by the Self-Healing Supply Chain:
l SH Current Plan is now Self-Healing Current Plan.
l LT Upload is now Self-Healing Upload.
l LT Load is now Self-Healing Load.
l SH Current Performance is now As Designed by Self-Healing.
l SH Suggested Plan is now As Demonstrated by Self-Healing.
l SH Working Plan is now Self-Healing Working Plan.

Introducing Production Planning

The Production Planning application helps you to create feasible production plans by leveraging
production (rhythm) wheels and product segmentation strategies to help you to more efficiently utilize
your capacity while maintaining the advantages of end-to-end visibility and concurrent planning.
Built to complement our widely used constraint management solution, production planners can now
immediately see the trade-off and impact of different production plans across your extended supply
chain.
Using the Production Planning application, you can:
l Use production wheels and product groups to define desired production cycles and grouping
strategies.
l Specify a desirable sequence for the parts in a production wheel
l Directly apply segmentation techniques to production planning results.

For more information, see "Production Planning" on page 434.

Updated workbook authoring interface

In SU27, new functionality was introduced to the standard RapidResponse worksheet authoring
interface to map links based on workbook data setting controls, such as Part or Site. These authoring
interface options are now available in the following workbooks:
l Master Scheduling
l MPS Widget Details
l Order Fulfillment Parameters
l Supply Order Analysis

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 Service update 1902
Safety Lead Time Calendar Rule
A new Safety Lead Time Calendar Rule column was added to the Part Type worksheet in both the
Control Tables and the Control Sets workbooks. Using this column, you can choose the calendar that
you want to use for safety lead time values that are provided by a part, part source, or safety lead time
profile. You can apply safety lead time as a buffer against demand dates when determining planned
order due dates.

Updated workbook authoring interface

In SU27, new functionality was introduced to the standard RapidResponse worksheet authoring
interface to map links based on workbook data setting controls, such as Part or Site. These authoring
interface options are now available in the following workbooks:
l Demand Order Analysis - Whole Orders
l Inventory Metrics
l Inventory Widget Details

Service Update 1901

Service update numbering
As of this RapidResponse service update, the numbering now reflects in which year the service update
was released in. This supports the continuous delivery of RapidResponse, and allows you to correlate
the service update number of your RapidResponse installation with the order of releases for that year.
For example, RapidResponse G1901 is the first service update of 2019 using the new numbering.
The letter designation in the service update number (G) is used to identify the major platform version.

Updates to Live Lens

The following items were introduced to the Live Lens application:
l Update Metrics Table (COGS) command: Excludes records that use Cost of Goods Sold (COGS)
calculations.
l Update Corporate Monitoring Scenarios (COGS) script: Updates the scenarios used for Corporate
Monitoring metrics that use Cost of Goods Sold.
l Update Corporate Monitoring Scenarios (COGS) scheduled task: Creates a task to run the Update
Corporate Monitoring Scenarios (COGS) script.

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Updates to Multi-Level Search (MLS) Configuration
The following alerts were introduced to notify users about issues with MLS Configuration in order to
improve the MLS performance and calculations:
l MLS Configuration Critical Warnings: Notifies you that there are parts that have exceeded the
critical threshold.
l MLS Configuration Warnings: Notifies you that there are parts that have reached the warning or
critical thresholds.

Updated workbook authoring interface

In SU27, new functionality was introduced to the standard RapidResponse worksheet authoring
interface to map links based on workbook data setting controls, such as Part or Site. These authoring
interface options are now available in the following workbooks:
l Distribution Requirements Planning
l DRP Widget Details
l Inventory Management Treemaps
l IPO Widgets Details
l IPO Treemaps
l MPS Metrics

Changes to the Planning Sheet workbook

Improvements were made to the following worksheets:
l In the Pegged Supply Allocation worksheet, the Supply Order-Number:Line column now shows the
location of on-hand inventory.
l In the Supply and Demand worksheet, the information that displays in the Supply Order-Type and
Supply Order-Number:Line columns is now consistent with the Pegged Supply Allocation
worksheet.

Version 2016.2, Service Update 30

Updates to workbooks reporting forecast consumption details
Many workbooks that report details related to forecasts and forecast consumption have had updates
made in some worksheet column and filter expressions. These updates were made to reflect changes
made to the calculated Forecast table to resolve an issue with how forecast consumption was reported
within the demand time fence. Although these workbook changes were made to reflect the current and
recommended Forecast fields, the affected workbooks and worksheets still return the same
information and output is unchanged. Changes were made to the following workbooks:

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 Aggregate Supply Plan Details Allotment Overrides

Corporate Monitor Metrics CPG Metrics - by Date

Demand Management Metrics Demand Order Analysis - Partial Orders

Demand Order Analysis - Whole Orders Distribution Requirement Planning

Financial Metrics - Corporate Financial Metrics - Corporate - by Date

Forecast Consumption Analysis IM Common Expressions

MPS Exceptions Details MPS Late Revenue Treemap

MPS Widgets Workbook Orders at Risk

Review Safety Stock Candidates Risk/Opportunity Assessment

S&OP Common Expressions S&OP Constraint Widget Detail

S&OP Corporate Metrics S&OP Demand Metrics

S&OP Demand Planners Exceptions Detail S&OP Finance Exceptions Detail

S&OP Exceptions S&OP Executive Exceptions Detail

S&OP Finance Exceptions Detail S&OP Gating Supplies

S&OP Gross Margin Treemap S&OP Inventory Metrics

S&OP Marketing Exceptions Detail S&OP Process Owners Exception Details

S&OP Revenue Treemap S&OP Sales Exceptions Detail

S&OP Unit Variance Treemap S&OP Widget Details

S&OP Widgets - Single Scenario S&OP Widgets Dark

S&OP Widgets Dark - Single Scenario S&OP Widgets Workbook

Supply Chain Health Supply Plan Exceptions Details

Supply Plan Exceptions Widgets Write Corporate Monitor Metrics

Note: For information about fields that were added or hidden in the Forecast table in this
service update, see the the RapidResponse Data Model and Algorithm Guide.

Updates to Demand Planning application

l Changes were made to filter expressions in the S&OP Forecast Accuracy and S&OP Forecast
Accuracy Widgets workbooks to ensure the values reported in both workbooks are consistent.

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Updates to Statistical Forecasting
l General improvements were made to the S&OP Regressor Management workbook.

Updates to Planning Sheet

l The Model, Pool, and StartUnit columns were modified to make them easier to be hidden or
displayed in the workbook.

Updates to Control Tables

l The Forecast Item Parameters Type worksheet now displays a warning if a non-valid parameter is
set for the ARIMAX forecast model.

New metrics available in Live Lens

The Live Lens application includes 4 new metrics:
l Excess: The value of projected excess inventory at the end of each month.
l Excess Volume: The volume of projected excess inventory at the end of each month.
l Obsolete: The value of projected obsolete inventory at the end of each month.
l Obsolete Volume: The volume of projected obsolete inventory at the end of each month.

Version 2016.2, Service Update 29

Updates to BOM Analysis workbook
A workbook variable was added to the BOM Analysis workbook that enables the exploding of BOMs
through and report components under parts from sources that have their Order Policy order generation
rule set to "NoOrders". You need to add a control to the workbook to expose the functionality offered
by this variable. The "NoOrders" setting is used to prevent new planned orders from being generated
from a given part source. By default, parts from sources with this setting are reported, but any
components under them are not. However, in some cases, you might want to explode BOMs under
"NoOrders" parts and include their components in Flat Bill Down reports. For example, you might do
this if you need to report components used in archived finished goods or if you're reporting rolled up
costs on historical BOMs.
If you want to add the variable to other workbooks, you can use an algorithm parameter to enable
BOM explosions through "NoOrders" part sources. For more information, see the the RapidResponse
Data Model and Algorithm Guide.

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 Updates to Statistical Forecasting
l When configuring forecast items in the S&OP Forecast Item Management workbook, you can now
specify a Confidence Level for items using the Double exponential smoothing, Exponential
smoothing, and Holt-Winters (multiplicative and additive) statistical forecasting models.

Updates to Planning Sheet

l The On Hand worksheet is now visible to Master Schedulers.

Updates to the MLS Configuration workbook

l When using the MLS Configuration workbook, all parent worksheets are now visible. In addition,
the Controller worksheet was removed and a variable was added to give you the option of
opening the MLS Rule worksheet.

Updated workbook authoring interface

In SU27, new functionality was introduced to the standard RapidResponse worksheet authoring
interface to map links based on workbook data setting controls, such as Part or Site. These authoring
interface options are now available in the following workbooks:
l Clear to Release Orders
l Data Integrity Metrics - Material
l Orders at Risk
l Potential Excess and Obsolete
l Project Manager
l Project Plan
l Project Resource Usage
l Purchase Avoidance Opportunities
l Revenue Opportunities
l Risk Opportunity Assessment

Version 2016.2, Service Update 28

Updates to Self-Healing Supply Chain application
l Improvements were made to filtering to ensure that the S&OP Widget Workbook Ending
Inventory Value Chart worksheet displays the same values as the Analyze tab Projected Inventory
Cost widget. The Analyze widgets for inventory and revenue weren't reflecting the same values as
the Heal widgets when filtering applied based on the Assembly part. This has been updated so
they filter in the same manner.

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 l Removed the ability to filter the Self-Healing Lead Time Widgets Single Scenario and Lead Time
Deviation Treemap using Absolute Deviation or Absolute Percentage error.

Updates to the MLS Configuration

l The MLS Configuration and Data Integrity - Constraint workbooks now identify parts that are using
Fixed Constraint Factor along with the MLS Rule. The parts are flagged because Multi-Level Search
logic does not support Fixed Constraint Factor. The Data Integrity - Constraint workbook flags
parts and the MLS Configuration workbook now includes a column that indicates if there are any
parts meeting these conditions. From this column, you can drill to the new Fixed Constraint Factor
worksheet to display more details.
l Help descriptions were added to the Input Supplies worksheet, as well as the following columns:
Netting Families, Co-Product and By-Product, and BOM Substitutes per Group.

Updates to Planning Sheet workbook

l Design changes were made to improve the usability of the Planning Sheet. For example, it is now
easier to distinguish firm orders from planned orders.

Updates to Demand Planning application

l Changes were made to the S&OP Forecast Accuracy and S&OP Forecast Accuracy Widgets
workbooks to ensure the values reported in both workbooks were consistent.

Updated workbook authoring interface

In SU27, new functionality was introduced to the standard RapidResponse worksheet authoring
interface to map links based on workbook data setting controls, such as Part or Site. These authoring
interface options are now available in the following workbooks:
l Allotment Overrides
l Data Validation - Planned Orders
l Data Validation - SAP Transformed Data
l Demand Order Analysis - Partial Orders
l Distribution Requirement Planning
l DRP Exceptions Details
l Inventory Transfers
l Lead Time Trending
l Master Scheduling
l MLS Configuration
l MPS Metrics
l MPS Widget Details

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 l Planning Sheet
l Supply Order Analysis

Version 2016.2, Service Update 27

Introducing Advanced Statistical Forecasting capabilities
The Statistical Forecasting application now includes advanced capabilities to generate statistical
forecasts for forecast items. The advanced capabilities include using multiple linear regression
forecasting models to generate statistical forecasts. The multiple linear regression models include:
ARIMAX, Elastic Net, and Multiple Linear Regression. Multiple linear regression is a statistical
forecasting method that examines multiple regressors to predict the future demand of a forecast item.
A regressor, which is also known as an independent variable, causal, or predictor, is a factor that may
drive the demand for a forecast item. For example, you could use product discounts, holidays, or
weather as regressors if they are known to drive the demand for a product. A number of resources
were introduced to manage and analyze forecast items and the regressors used with multiple linear
regression forecasting models. For more information about the resources, see "Advanced Statistical
Forecasting resources" on page 695.

Note: The multiple linear regression forecasting models use the R programming language to
perform calculations. Therefore, multiple linear regression capabilities are available only if the
optional Rforecast capability has been enabled for your company. In addition, R integration is
available only with the On-Demand RapidResponse Service.

Updates to the S&OP Forecast Item Configuration workbook

l The IntervalsPerSeason variable was introduced to let users define the number of intervals in a
season. The intervals determine the number of historical intervals each season represents. This
variable is hidden and can be used in various worksheets.
l Running the Statistical Forecast Setup command no longer deletes all orphaned forecast items
from a number of data model tables. These forecast item records are now retained for future use.

Updates to the MLS Configuration workbook

l The MLS Configuration workbook was modified to allow you to use MLS with parts that have
expiry. These parts will no longer be flagged with a critical alert.
l The Trial Information worksheet now includes the following fields: Bottom Level Supply Source,
New Purchase Cost, and Co-product yield.
l An issue was fixed with the Show MLS filter.

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Updates to Self-Healing Supply Chain application
l The Lead Time Healing workbook now includes the Lead Time History worksheet that displays
historical lead times for a part. You can drill to this worksheet from values in the Average Lead
Time-Demonstrated column in the Heal Lead Times worksheet.
l A change was made to how projected lead time records are inserted in the TPPSLT table in order
to ensure that the earliest record in the current bucket (the bucket that includes the run date) is
not earlier than the run date.
l The drilling behavior from the Lead Time Healing treemap was modified so that the number of
parts match the number of components.

Resource changes to support the reallocation of late supplies to improve on-

time quantity
l In the Part Properties workbook, the On-time Allocation Configuration worksheet was added to
configure parts that are candidates for on-time allocation.
l In the Planning Sheet workbook, in the Demand Orders worksheet, the Quantity-Unsatisfied
column was added to indicate the portion of the demand that was left unsatisfied. Similar
columns were also added to selected order worksheets in the following workbooks: Demand
Analysis, Demand Order Analysis - Whole Orders, and Demand Order Analysis - Partial Orders.
l In the Data Integrity - Material workbook, in the Master Data Summary worksheet, the
Questionable Master Data - On-time Allocation column was added to identify data integrity issues
with parts that are configured for on-time allocation.
l In the Part Type worksheet in both the Control Tables and Control Sets workbooks, the On-time-
Allocation Rule column was added to control the use of on-time reallocation for parts.

2018 applications changes

The following 2018 releases included changes to RapidResponse applications:
l Version 2016.2, Service Update 26
l Version 2016.2, Service Update 25
l Version 2016.2, Service Update 24
l Version 2016.2, Service Update 23
l Version 2016.2, Service Update 22
l Version 2016.2, Service Update 21
l Version 2016.2, Service Update 20
l Version 2016.2, Service Update 19
l Version 2016.2, Service Update 18
l Version 2016.2, Service Update 17

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2018 applications changes
 l Version 2016.2, Service Update 16
l Version 2016.2, Service Update 15

Version 2016.2, Service Update 26

Updates to Self-Healing Supply Chain application
l SHLT scheduled task was updated to be compatible with recent changes to Machine Learning
service.
l The Automated Lead Time Type setting is now automatically propagated to the Lead Time Healing
workbook. The number of worksheets in the workbook were also reduced to simplify viewing of
data.
l In the Lead Time Healing workbook, in the Heal Lead Times worksheet, you can now assess the
forecast accuracy of lead times for part sources using Mean Absolute Percentage Error (MAPE).
You can also set a tolerance level to drive the classification of the part sources for the processing
of lead times. Depending on the classification, you can set lead times to be applied automatically,
flagged for manual review, or ignored. In addition, Upper and Lower Prediction Limits were added
for Projected Lead Time in the Item Source Lead Time chart.

Updates to Demand Planning and Statistical Forecasting

l In the S&OP Forecast Item Management workbook, general enhancements were made to
improve workbook usability. A few of the changes include:
l Define Forecast Item worksheet: Customer ID, Site columns, and Has History columns were
added. In addition, conditional formatting was added to indicate certain conditions, such as a
customer site that does not match a part site or forecast item whose path is not set to the
same value.
l Historical Demand worksheet: Conditional formatting was added to indicate certain
conditions.
l Model Sets and Methods worksheet: Changed a multiple expressions to improve reporting of
data.

Version 2016.2, Service Update 25

Updates to the BOM Analysis workbook
l The BOM Analysis workbook now includes the BOM Visualization worksheet to give you a graphic
representation of the Bill of Material. For example, it gives you the ability to see a graphic
representation of part and site or parent and child relationships. Additional details such as BOM
substitutions and part type information is also visible.

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Updates to Self-Healing Supply Chain application
l The SHSC Configuration worksheet was added to the Control Tables workbook to replace profile
variables for Self-Healing Supply Chain.
l In the Lead Time Healing workbook, you can now review error measures for part sources to assess
forecast accuracy.
l New widgets were introduced to show Projected Late Demand Quantity and Projected Late
Orders.
l Various fixes were made to Self-Healing Supply Chain resources to improve data integrity and
querying.

Updates to the MLS Configuration workbook

l The MLS Configuration workbook now includes the MLS Activity Log worksheet for identifying late
components that belong to top-level demand (independent demand or forecast) that were left
unsatisfied due to late components (that is, shorted). This feature is useful if you are using partial
planning.

Version 2016.2, Service Update 24

Updates to Self-Healing Supply Chain application
l In the Lead Time Healing workbook, the ability to accept lead time corrections is available in both
the Group Healing - Inside Tolerance and Group Healing - Near Tolerance worksheets.
l In the Lead Time Healing workbook, the Lead Time Correction Action column was added so you
can see the tolerance action that is set for the automated lead time type.
l The Item Source Data Integrity worksheet in the Data Integrity - Self Healing Lead Time workbook
now reports data integrity issues found in your historical supply data that are impacting the
processing of self-healing lead times. For example, you can use the worksheet to determine in you
have conflicting part sources or no part sources. For more information, see "Updates to the
Application Settings workbook" on page 118.
l Improvements were made to the scaling of widgets in the Self-Healing Lead Time dashboard.
l You can now define tolerance categories that are based on the percentage of lead time
difference. Changes were made in the following resources to support this feature: Lead Time
Healing workbook, Lead Time Deviation Treemap workbook, Self Healing Lead Time Widgets
Single Scenario workbook, Self-Healing Lead Time Widgets, Control Tables workbook, and the ML
Library workbook.

Updates to the Application Settings workbook

l In the Supplier Collaboration worksheet, you can now delete variables. However, you must
proceed with caution because it could cause errors and prevent some resources, such as

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2018 applications changes
 workbooks, from functioning correctly.
l In the Application Variables worksheet, new variables were added to support the Self-Healing
Supply Chain application.

Version 2016.2, Service Update 23

Updates to Self-Healing Supply Chain application
l The Application Settings workbook now shows Self-Healing Supply Chain profile variables.
l Added the ability to create SH Current Plan scenario under any parent scenario by running the ML
Service User script. This script automatically creates scenarios using the required scenario
structure.
l All Self-Healing Lead Time resources were renamed to include the prefix "SH".
l The Self-Healing Lead Time dashboard now includes two new data setting options: Tolerance
Zone and Historical Lead Time Error Measure.
l In the Self-Healing Data workbook, you can now have the ability to send multiple historical supply
categories to the Self-Healing Supply Chain application.

Update to Inventory Planning and Optimization application

l When running the Calculate Safety Stock command in the Inventory Planning workbook, the
safety stock calculation now includes the correct incoming and outgoing service times.

Update to Inventory Management application

l In the Inventory Management dashboard, you can now compare the results of multiple scenarios
in various widgets.

Update to Control Tables workbook

l The New Purchases Cost field was added to the Multi Level Search Rule worksheet so that cost is
considered in Multi-Level Search path selection.

Version 2016.2, Service Update 22

New Multi-level search (MLS) workbook
The new MLS Configuration workbook was introduced to assist you in configuring and troubleshooting
parts that use MLS logic. MLS logic is useful for parts where better part sourcing or substitution
decisions could be made if knowledge of child component materials and constraints were known, as

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CHAPTER 5: New and changed features
well as for parts where better supply allotment decisions could be made if knowledge of sibling
component allocations were known.
You can use the workbook to:
l Identify parts that are good candidates for MLS.
l Identify parts with MLS configuration issues.
l Identify recursion issues.
l Configure parts for MLS.

Updates to Self-Healing Supply Chain application

l The Application Settings workbook now shows Self-Healing Supply Chain profile variables.
l In the Manual Closed Loop workbook, the Override Lead Times worksheet now displays up to two
decimal points.

Updates to Demand Planning application

Changes were made to various Demand Planning workbooks that affects the disaggregation of edited
values. If you edit a value, the disaggregation of the edited data will now always be based on the
defined spreading rates, instead of previously edited values. This change to disaggregation was
introduced in the following workbooks:
l S&OP Consensus demand Planning
l S&OP Sales Forecast
l S&OP Marketing Forecast
l S&OP Finance Operating Plan
l S&OP Demand Supply Balancing

Changes made to the S&OP Forecast Item Management workbook to include causals in Rule-Based
Forecasting forecast model determination.

Updates to reflect time-phased lead times for FlatBillDown

A variable was added to the BOM Analysis and Data Validation -Planned Orders workbooks to filter a
FlatBillDown report by including only effective PartSources and BOMs, with their respective (time-
phased) lead times.

Updates to LiveLens application

Supplier On Time to Commit was added as a metric in the Live Lens Metrics workbook and Live Lens
scorecard.

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 Version 2016.2, Service Update 21
New Self-Healing Supply Chain application
The new Self-Healing Supply Chain application provides the ability to detect, analyze, and heal
inaccurate supply chain design assumptions like lead times. You can use the Self-Healing Lead Time
capability to detect discrepancies between the designed lead time and the actual lead time and receive
an alert to take action. You can analyze and measure the impact of inaccurate lead times based on
critical business metrics, and automatically correct inconsistencies based on customizable tolerance
settings. Then, continuously monitor and adjust design inputs over time for on-going value.
For more information, see "Self-Healing Supply Chain" on page 498

Updates to Part Properties workbook

In the Part Properties workbook, the On Hand Nettable and On Hand Non Nettable columns are
removed from the General worksheet to improve worksheet performance.

Version 2016.2, Service Update 20

Updates to Demand Planning
Improvements made to the consensus demand planning workbooks to allows the viewing and editing
of forecasts using different units of measure. Changes were made to the following workbooks:
l S&OP Consensus Demand Planning
l S&OP Finance Operating Plan
l S&OP Marketing Forecast
l S&OP Sales Forecast

Additional updates
l A new workbook variable was added to the BOM Analysis workbook to control how alternate
components explode.
l In the Prioritized ERP Actions workbook, Eff Due Date is used in filters instead of Due Date. Also,
the Dock Date column has been added to the following worksheets:
l Cancel Actions
l Expedite Actions
l Push Out Actions

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Version 2016.2, Service Update 19
New Live Lens application
The new Live Lens application provides you with a condensed view of corporate metrics and their
performance over time. The metrics are scored against company targets and along with the aggregated
chart views, you can use live lenses to identify key trends and patterns and to communicate with
responsible individuals to initiative corrective actions. The following resources were created for Live
Lens:
l Corporate Monitor Metrics workbook
l Live Lens Metrics workbook
l Live Lens scorecard
l Update Corporate Monitoring Scenarios

Additional Updates
l You can now use pooling at the dependent demand level on a part source in the following
workbooks:
o Inventory Trends
o Periods of Supply Details
o Planning Parameters
o Allocation of Supply
o Part Properties
o Forecast Analysis
o Supply Analysis
l You can now specify pooling on independent demands and scheduled receipts using the following
workbooks:
o Planning Sheet
o Forecast Analysis
o Demand Order Analysis - Whole Orders
o Demand Order Analysis - Partial Orders
o Distribution Requirement Planning
o MPSExceptions Details
o Master Scheduling

Updates to Planning Parameters workbook

In the Planning Parameters workbook, you can now modify time-phased lead times on sources and part
sources. For sources, columns were added for PreshipLeadTime and TransitTime. For part sources, Dock

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2018 applications changes
 To Stock Lead Time and Fixed Lead Time columns were added. In addition, the new Add Time-Phased
Lead Time form and script were also added.

Version 2016.2, Service Update 18

Updates to Control Tables and Control Sets workbooks
The Control Tables and Control Sets workbooks were updated to add columns in the Part Source Type
worksheet for the new UseTimePhasedPartSourceLeadTime and UseTimePhasedSourceLeadTime fields.
This supports enabling or disabling the use of any time-phased lead time values that have been
provided.

Update to Planning Sheet workbook

Various worksheets in the Planning Sheet workbook have been updated to allow setting and viewing of
priority levels on safety stock records, as well as to view the details of held supply allotments (reflecting
the date supply can actually be allotted to demand without violating minimum safety stock
requirements).

Version 2016.2, Service Update 17

Updates to Capacity Planning
l Fixed an issue in the S&OP Constraint Widgets Details workbook and Underloads worksheet
where when clicking a link in the Total row an error selection was subsequently shown in the
"Show" drop list of the S&OP Constraint Widget Detail workbook. A similar issue was fixed when
drilling from the Constraint Manager workbook and Over/Under Load column to the S&OP
Constraint Widget Details workbook.
l Fixed issues in the Constraint Manager workbook where the reporting of period constraint load
was considering past due load.
l Fixed broken links from the S&OP Constraint Widgets workbook to various worksheets in the
Constraint Manager workbook.

Updates to Demand Planning

l Fixed an issue with duplicate values showing in the S&OP Statistical Forecasting workbook and
Output Errors worksheet.
l Fixed an issue with labels in the Forecast Review workbook and Total Forecast chart
("Upper/Lower confidence limit" was changed to "Upper/Lower prediction limit").

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Additional updates
l A field was added as column to the Multi Level Search Rule worksheet in the Control Tables
workbook to allow you to enable a new algorithm control field that is used to place a limit on the
number of part sources that multi-level search logic will evaluate for a given part when satisfying a
demand. For parts that have very large numbers of low yielding part sources, this limit can
improve performance without significant impact on solution quality.
l Fixed an issue related to record insertion in the BOM Analysis workbook and BOM Substitution
worksheet. The associated insert dialog was updated to allow proper insertion of substitute
groups.

Version 2016.2, Service Update 16

Updates to Demand Planning
Several enhancements have been made to the Demand Planning application. This includes the
following:
l The S&OP Forecast Compare Treemap was added to the Demand Planning application to allow
you to visually compare multiple forecasts inputs that are captured as part of the consensus
demand planning process. The treemap displays a hierarchical view of the difference between a
selected baseline forecast and a compared forecast and expresses the difference as a percentage.
l In the S&OP Forecast Item Management workbook, prediction intervals can now be reported for
statistical forecasts that were generated using the ARIMA and Step-wise ARIMA forecast models.
l In the S&OP Forecast Item Management workbook, you now have the ability to drill to simplified
forecast accuracy details from the Forecast Item Configuration worksheet.
l In the S&OP Statistical Forecasting workbook, a search row was added to the Calculated Fit
Output worksheet to improve filtering capabilities.
l In the Create Event Phase form, the data in some lists now display as a fixed list instead showing
data model values.

Additional updates
l In the Control Tables workbook, a Pre Plan Rule column was added to the Part Source Type
worksheet.
l In several scripts, the names of referenced workbooks were added to the Referenced Resources
tab. This links the workbooks to the scripts and includes them as referenced resources for
exporting purposes.

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 Version 2016.2, Service Update 15
Updates to Demand Planning
Several enhancements have been made to the Demand Planning application. This includes the
following:
l In the S&OP Forecast Disaggregation workbook, in the Rates Summary worksheets, the value in
the Default row now represents the disaggregation quantity that is calculated and based on
historical data. If an adjusted disaggregation quantity is entered in the Override row, it is no
longer reported in the Default row.
l In the Consensus Forecasting workbooks (such as, the S&OP Consensus Demand Planning
workbook), they now include the ability to display the Sales, Marketing, Finance, or Consensus
Demand forecasts in a different part unit of measure or forecast unit of measure.
l Improvements were made to the S&OP Forecast Accuracy workbook to report more detailed
information about forecast accuracy, which includes additional forecast errors, for the different
categories of forecasts and at different levels of the hierarchy. In addition, data visualization
improvements were made to the forecast waterfall charts.

Additional updates
In Version 2016.2 Service Update 15, all Application workbooks were updated to ensure that their
query expressions comply with a future compatibility level. Therefore, we recommend that you update
any Applications that you have installed.

2017 applications changes

The following 2017 releases included changes to RapidResponse applications:
l Version 2016.2, Service Update 14
l Version 2016.2, Service Update 13
l Version 2016.2, Service Update 12
l Version 2016.2, Service Update 11
l Version 2016.2, Service Update 10
l Version 2016.2, Service Update 9
l Version 2016.2, Service Update 5

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Version 2016.2, Service Update 14
Updates to Supplier Collaboration
Fixed issues where the Business Message Definitions for Supplier Collaboration were using non-existent
scenarios. The Supplier Collaboration Automation and Supplier Collaboration scenarios have been
added as permanent scenarios.

Version 2016.2, Service Update 13

Updates to Demand Planning
Enhancements have been made to the Demand Planning application. This includes the following:
l In the S&OP Forecast Item Management workbook used in statistical forecasting, you can now
specify a forecast item unit of measure when the statistical forecast is run and/or disaggregation
rates are calculated. It also gives you the ability to identify data integrity issues pertaining to unit
of measure.
l In the S&OP Forecast Item Management workbook, enhancements were made to facilitate the
correction of outliers and better visualize data for outliers.
l Statistical Forecasting resources (such as, the S&OP Forecast Item Management workbook) are
updated to include support for specifying a lag or offset in the collection of historical data in cases
where a given forecast item has its statistical forecast based on one or more other mapped items.

Note: In SU13, the enhancements that were made to the Demand Planning application were
not delivered in an application resource package (.RPK file) and were only available upon
request. The changes were added to the Demand Planning.rpk in SU15.

Updates to Inventory Planning and Optimization

In the IPO Treemaps workbook, a Responsibility column was added to the Burn Down Details and Burn
Up Details worksheets. This helps identify collaboration points with individuals responsible for supply.

Updates to Order Fulfillment

The new Order Fulfillment dashboard provides a view of all your customer order sites in a geographical
context. You can see view how orders move between sites and focus in on specific orders lines.
From the map you have access to multiple tools to improve order availability to meet customer
requirements or to resolve late orders.
For example, you can:

RapidResponse Applications Guide (Web Client) 126

2017 applications changes
 l Reschedule or reprioritize an order.
l Source parts from other sites.
l Collaborate on specific order lines.
l Split an order or substitute a part.

Version 2016.2, Service Update 12

Updates to Demand Planning
Enhancements have been made to the Demand Planning application. This includes the following:
l The S&OP Forecast Item Management workbook now includes the Define Forecast Item Level that
allows you to select the forecast item level for part customer records in order to control at which
level of the hierarchy you want to generate the statistical forecast.
l In the S&OP Demand Planning Ratios workbook, you can now specify the weights applied to the
forecast categories used when generating the consensus forecast can now be specified differently
across rolling and definable horizons. For example, the consensus forecast might be based 100%
on Sales forecast in the first 3 months, based 50% on Sales forecast and 50% on Finance forecast
in the next 6 months, and based 100% on Finance forecast after that.
l Added support for displaying confidence intervals to graphs in various workbooks used in the
statistical forecasting process (confidence intervals can be calculated based on specified
confidence levels when using forecast models such as Rforecast).
l Updated various worksheets and resources based on the ForecastItemParametersType table to
hide (or remove) the ControlSet reference field.

Note: In SU12, the enhancements that were made to the Demand Planning application were
not delivered in an application resource package (.RPK file) and were only available upon
request. The changes were added to the Demand Planning.rpk in SU15.

Additional Updates
l Updated Sourcing worksheet in Part Properties workbook to include the SecondaryPriority and
MLSPreTargetSequence fields on the PartSource table (these enable specifying additional MLS
source selection criteria that was introduced in an earlier service update).
l Updated Order Priority worksheet in the Control Tables and Control Sets workbooks to include
fields added to the Order Priority table in an earlier service update to support fair-sharing of
material/constraints in multi-level search logic.
l Added the Data Validation - SAP Transformed Data workbook to enable looking at and validating
planning results at the aggregate level (for example, to validate the data provided by your
transformation process matches the data produced by the SAP MD04 operation).

127 RapidResponse Applications Guide (Web Client)

CHAPTER 5: New and changed features
 l Yield factors on product and co-products can now be time-phased allowing for these values to
change over time. For example, a new product might have one yield factor when it is introduced
and then an increasing/improving yield factor over time as processes are improved.

Version 2016.2, Service Update 11

Updates to Demand Planning
Enhancements have been made to the Demand Planning application. This includes the following:
l In the Forecast Item Management workbook, you now have the ability to generate statistics using
the ARIMA forecast model.

Note: In SU11, the enhancements that were made to the Demand Planning application were
not delivered in an application resource package (.RPK file) and were only available upon
request. The changes were added to the Demand Planning.rpk in SU15.

Version 2016.2, Service Update 10

Updates to Inventory Planning and Optimization
The RapidResponse Inventory Planning and Optimization application has been updated with a new
business process flow and new resources. With the updated version, you can:
l Determine optimal inventory strategies and policies that support required customer service levels
across several echelons of a supply chain.
l Identify and configure parts for safety stock recommendations, using Single-Echelon Inventory
Planning (SEIP) and Multi-Echelon Inventory Optimization (MEIO) calculations.
l Use new resources and capabilities to facilitate the initial set up and ongoing configuration of
both Single-Echelon Inventory Planning (SEIP) and Multi-Echelon Inventory Optimization (MEIO)
models, such as:
l New Review Safety Stock Candidates workbook to facilitate the identification and initial
configuration of parts for Single-Echelon Inventory Planning (SEIP).
l New Cleanse Historical Data workbook to improve outlier processing in historical demand
data.
l Improved data integrity capability to highlight configuration issues.
l New Inventory Optimization dashboard to monitor the performance of the proposed safety
stock plan.
l Enhanced capability in the Inventory Planning workbook to facilitate the creation of multi-
echelon families.

RapidResponse Applications Guide (Web Client) 128

2017 applications changes
 Updates to Demand Planning
Enhancements have been made to the Demand Planning application. This includes the following:
l In the S&OP Forecast Item Management workbook, in the Forecast Item Configuration worksheet,
you can now specify whether the first period bucket or buckets of historical demand data
generates records in the statistical forecast if the demand in these first period buckets is a
quantity of zero (leading zeros).

Note: In SU10, the enhancements that were made to the Demand Planning application were
not delivered in an application resource package (.RPK file) and were only available upon
request. The changes were added to the Demand Planning.rpk in SU15.

Version 2016.2, Service Update 9

Updates to Sales and Operations Planning
The RapidResponse Sales and Operations Planning application has been updated. With the updated
version, Executives can view the overall health of the supply chain on a world map in the Supply Chain
Health dashboard. The health of each site is indicated by a percentage.
When you click a site:
l The relationships between that site and other sites appear on the map, represented by arrows.
l The site owner is indicated, and you can start a collaboration if necessary.
l The health score and metrics for the site appear.

Version 2016.2, Service Update 5

Distribution Requirements Planning application
Distribution Requirements Planning (DRP) allows you to plan the replenishment of inventory for the
purposes of distribution. The Distribution Requirements Plan is reviewed at the detailed part level, and
looks to achieve a seamless replenishment of Inventory into the Distribution Network in order to
achieve customer satisfaction goals.

2016 applications changes

The following 2016 releases included changes to RapidResponse applications:

129 RapidResponse Applications Guide (Web Client)

CHAPTER 5: New and changed features
 l Version 2016.2, Service Update 4
l Version 2016.2, Service Update 3
l Version 2016.2, Initial release

Note: Features that were added in versions of RapidResponse prior to 2016.2 are not included
in this list of changes.

Version 2016.2, Service Update 4

Consumer Packaged Goods scorecard
The Consumer Packaged Goods scorecard was added as a common RapidResponse resource.
Use this scorecard to review and evaluate the impact of inventory and safety stock level changes on key
inventory performance metrics. Results for each selected scenario are compared to the annual plan.
This scorecard is used by inventory planners to compare simulation scenarios.
This scorecard contains the following metrics:
l Days Forward Coverage (Due)
l Days Forward Coverage (Available)
l Projected Ending Inventory
l % Safety
l % Safety Stock Compliance
l Key constraint Utilization
l Customer Service Risk

Version 2016.2, Service Update 3

Updates to Demand Planning
The RapidResponse Demand Planning application has been updated with the Event Management
feature.
Event Management allows you to add specific events that will have a unique impact on your demand
plan. These events can represent a specific sales situation such as a promotion or an end-of-life activity.
While the event may have a distinct impact on your demand plan, the events are considered to be out
of the ordinary and will not be used to calculate any trend data for future S&OP or demand plans.
The Manage Events workbook was added with the following worksheets:

RapidResponse Applications Guide (Web Client) 130

2016 applications changes
 l Event
l Event Phase
l Curve Parameters
l Event Type
l Events by Date
l Impacted Items

Version 2016.2, Initial release

Updated Applications Guide
The following lists the changes and improvements:
l Two new RapidResponse applications (Master Production Scheduling and Order Fulfillment)
added in the Business applications section
l Updated Inventory Management application section
l Updated Inventory Planning and Optimization application section
l Updated introductions for each RapidResponse application in the Business applications section
l New resources in the RapidResponse resources reference section, as well as updates to the
resources to reflect current resources in RapidResponse
l Task flows added in the Business applications section

New RapidResponse Applications

Applications are collections of predefined RapidResponse resources designed specifically to address
business challenges experienced by companies. RapidResponse 2016.2 introduces two new
applications.
l Master Production Scheduling application : Master Production Scheduling allows you to establish
a realistic plan of the proper mix and production rate, in order to achieve operational goals, such
as resource/machine utilization, inventory targets and projections, and contractual negotiations
with suppliers, while supporting the Demand Plan, Supply Plan, or both.
l Order Fulfillment application : Order Fulfillment allows you to capture the customer order,
commit the order, monitor and revise the order as needed, and pack and ship the order. Order
Fulfillment ensures that the customer order has been received by the customer and that the
customer is tracking the order to the customer receipt.

Updates to Inventory Management

The RapidResponse Inventory Management application has been updated. With the updated version,
you can:

131 RapidResponse Applications Guide (Web Client)

CHAPTER 5: New and changed features
l Integrate inventory management with S&OP, MPS, and SAM in a single platform to maximize
benefits across the organization.
l Have RapidResponse recommend intelligent resolution options for mitigating inventory that is not
aligned with corporate targets.
l Get a sense of forecasted inventory exceptions, such as parts misaligned to targets and revenue at
risk, and collaborate with key roles on resolution options.
l Use the Inventory Quality Ratio to develop targeted solutions that increase the performance of
your inventory.
l Simulate changes to inventory policies to balance trade-offs between inventory and customer
service levels.
l Leverage the built-in collaboration capabilities to effectively manage inventory changes caused by
internal or external factors.

RapidResponse Applications Guide (Web Client) 132

2016 applications changes
 Changes to resources 2020
The following lists show when changes were made to application and supporting resources, including:
l Resources that support one application; for example, a workbook that is part of Master
Production Scheduling.
l Resources that support more than one application; for example, a workbook that is part of
Demand Planning and Sales and Operations Planning.
l Resources that do not support any one application; for example, the Control Tables workbook,
which supports all applications.
l Resources that are no longer used in the current versions of the applications; for example,
resources that have been deprecated.

Resources not listed have not been changed or updated.

Legend:
l I = Introduced in this version
l U = Updated in this version
l D = Deprecated in this version

For a list of the resources included with each RapidResponse application, see "List of application
resources" on page 56.

Note: If you want more details about why a resource was updated, refer to the RapidResponse
Release Summary document to find a list of the issues that were addressed for a particular
release.

Service Update 2012

Resource Name Resource Type Change

Control Tables workbook U

Demand Exceptions Widgets workbook U

Demand Order Analysis - Whole Orders workbook U

Distribution Requirement Planning workbook U

ML Library Workbook workbook U

Part Properties workbook U

Periods of Coverage workbook I

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CHAPTER 5: New and changed features
Resource Name Resource Type Change

Planning Sheet workbook U

Self-Healing Lead Time Widgets - Single workbook U

Scenario

Supply Order Analysis workbook U

S&OP Widgets Workbook workbook U

Self-Healing Supply Chain dashboard U

Supply Planner dashboard U

Count of Parts with Inventory Exceptions widget I

Parts Above Maximum Inventory Norms widget I

Revenue Impact from Parts with Inventory widget I

Exceptions

Self-Healing Lead Time - Late Revenue by widget U

Tolerance Category

Self-Healing Lead Time - Projected Inventory widget U

by Tolerance Category

Service Update 2011

Resource Name Resource Type Change

Data Integrity - Distribution Planning workbook U

Data Integrity - Material workbook U

Demand Sensing Send Data To ML script U

Dispose of Inventory task flow U

Import External Data workbook U

Planning Sheet workbook U

S&OP Data Cleansing workbook U

S&OP Forecast Disaggregation workbook U

RapidResponse Applications Guide (Web Client) 134

Changes to resources 2020
 Service Update 2010
Resource Name Resource Type Change

Align and Firm MPS task flow U

Batch Allocation workbook I

Count of Late Demand widget I

Demand Exceptions Widgets workbook U

Demand Order Analysis - Partial workbook U

Orders

Exception Causes workbook I

Forecast Consumption Analysis workbook U

Initialize Orders workbook U

Manage Primary S&OP Scenario form I

MLS Configuration workbook U

Order Fulfillment - Write History workbook U

Records

Percent of Late Demand widget I

Planning Sheet workbook U

Publish S&OP Plan form I

Revenue Impact from Late Demand widget I

Scripts Workbook workbook U

Start S&OP Cycle form I

Start S&OP subcycle form I

Supply Order Analysis workbook U

Supply Planner dashboard U

S&OP Forecast Accuracy workbook U

135 RapidResponse Applications Guide (Web Client)

CHAPTER 5: New and changed features
Service Update 2009
Resource Name Resource Type Change

Calendar and Dates workbook U

Control Tables workbook U

Data Integrity - Constraint workbook U

Expiry Analysis workbook I

Part Properties workbook U

Planning Parameters workbook U

Planning Sheet workbook U

Service Update 2008

Resource Name Resource Type Change

Order Promising workbook U

Supply Chain Health workbook U

Order Fulfillment dashboard D

Order Fulfillment Map workbook D

Resolve Order Issues using a map task flow D

Site Info widget D

Site Projected Trend widget D

Supply Chain Health dashboard D

Service Update 2007

Resource Name Resource Type Change

Commit Demand Sensing Results scheduled task I

Demand Sensing automation chain U

Production Planning Manager workbook U

RapidResponse Applications Guide (Web Client) 136

Changes to resources 2020
 Service Update 2006
Resource Name Resource Type Change

Forecast Consumption Analysis workbook U

Calendar and Dates workbook I

Demand Exception Widgets workbook I

Review Short-Term Demand task flow I

Supply Planner dashboard I

Changes to resources 2021

The following lists show when changes were made to application and supporting resources, including:
l Resources that support one application; for example, a workbook that is part of Master
Production Scheduling.
l Resources that support more than one application; for example, a workbook that is part of
Demand Planning and Sales and Operations Planning.
l Resources that do not support any one application; for example, the Control Tables workbook,
which supports all applications.
l Resources that are no longer used in the current versions of the applications; for example,
resources that have been deprecated.

Resources not listed have not been changed or updated.

Legend:
l I = Introduced in this version
l U = Updated in this version
l D = Deprecated in this version

For a list of the resources included with each RapidResponse application, see "List of application
resources" on page 56.

Note: If you want more details about why a resource was updated, refer to the RapidResponse
Release Summary document to find a list of the issues that were addressed for a particular
release.

137 RapidResponse Applications Guide (Web Client)

CHAPTER 5: New and changed features
Service Update 2112
Resource Name Resource Type Change

Command and Control Center Exceptions dashboard U

Commit Resolution Option form I

Create Collaboration for Exception form I

Edit Exception form U

Refresh Exception Resolution Scenarios form U

CCC Operations scorecard U

Add Collaboration Link to Exception script I

CCC Commit Resolution Option script I

Closed Loop Library script D

Create Collaboration for Exception script I

Evaluate Scorecard Result script U

Initialize Workflow Scenarios script I

Parse Scorecard Result script U

CCC My Exceptions widget U

Ending Inventory Value Sparkline Chart widget U

Late Revenue Spark Line Chart widget I

Margin % Sparkline Chart widget U

Period Ending Periods of Supply for Raw widget U

Material Chart

Period Ending Periods of Supply for Work widget U

In Progress Chart

Revenue at Risk Sparkline Chart widget D

(replaced by Late Revenue Spark Line
Chart widget)

Revenue Sparkline Chart widget U

Service Level % Sparkline Chart widget U

Allotment Overrides workbook U

RapidResponse Applications Guide (Web Client) 138

Changes to resources 2021
 Resource Name Resource Type Change

Attribute Rules workbook U

Clear to Build workbook U

CCC Exceptions Automatically Resolved workbook U

CCC Key Metric Widget Details workbook I

CCC Key Metric Widgets workbook U

CCC Supply Exceptions workbook U

CCC Supply Exceptions Workflow workbook U

CCC Widgets workbook U

CCC Widget Details workbook U

Constraint Manager workbook U

Control Tables workbook U

Data Integrity - Inventory Management workbook U

Demand Order Analysis - Partial Orders workbook U

Demand Order Analysis - Whole Orders workbook U

DRP Exceptions Details workbook U

Inventory Metrics workbook U

Inventory Treemaps workbook U

Inventory Trending History workbook U

Inventory Trends workbook U

Inventory Widgets - Single Scenario workbook U

IPO Widget Details workbook U

IPO Widgets Workbook workbook U

Planning Parameters workbook U

S&OP Annual Plan workbook U

S&OP Demand Metrics workbook U

S&OP Forecast Accuracy workbook U

S&OP Forecast Disaggregation workbook U

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CHAPTER 5: New and changed features
Resource Name Resource Type Change

S&OP Forecast Item Management workbook U

S&OP Inventory Metrics workbook U

S&OP Widget Details workbook U

S&OP Widgets Workbook workbook U

Supply Order Analysis workbook U

Supply Plan Exceptions Details workbook U

Supply Plan Exceptions Widgets workbook U

CCC Create Collaboration for Exception workflow I

CCC Late Supply Main Workflow workflow U

CCC Late Supply Refresh Workflow workflow U

CCC Supply Exceptions Template task flow U

Service Update 2108

Resource Name Resource Type Change

Command and Control Center dashboard I

Exceptions

Edit Exception form I

Refresh Exception Resolution form I

Scenarios

Run CCC Main Exception Workflow scheduled task I

CCC Operations scorecard I

Capture Resolutions script I

Create New Exception script I

Edit Exception script I

Evaluate Scorecard Result script I

Exceptions Library script I

Get Process Orchestration Scenario script I

Get Workflow Name script I

RapidResponse Applications Guide (Web Client) 140

Changes to resources 2021
 Resource Name Resource Type Change

Parse Scorecard Result script I

Refresh Exception Resolution script I

Scenarios

Update Exception script I

Update Exception Scorecard Link script I

Update Exception Severity script I

Update Exception Status script I

Update Impacts script I

Update Resolutions script I

CCC Exception Map widget I

CCC Exception Statistics widget I

CCC My Exceptions widget I

CCC My Supply Exceptions widget I

Ending Inventory Value Sparkline Chart widget I

Margin % Sparkline Chart widget I

Revenue at Risk Sparkline Chart widget I

Revenue Sparkline Chart widget I

Service Level % Sparkline Chart widget I

CCC Data Changes workbook I

CCC Exceptions Configuration workbook I

CCC Key Metric Widgets workbook I

CCC Metrics workbook I

CCC Supply Exceptions workbook I

CCC Supply Exceptions Workflow workbook I

CCC Widgets workbook I

CCC Widget Details workbook I

CCC Exceptions Automatically Resolved workbook I

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CHAPTER 5: New and changed features
Resource Name Resource Type Change

Constraint Properties workbook U

Planning Sheet workbook U

Scripts Workbook workbook U

Write Corporate Monitor Metrics workbook U

CCC Late Supply Main Workflow workflow I

CCC Late Supply Refresh Workflow workflow I

CCC Late Supply Exception No Longer workflow I

Late

CCC Supply Exceptions Template task flow I

Service Update 2107

Resource Name Resource Type Change

Manage Inventory workbook U

Inventory Widgets Workbook workbook U

Service Update 2106

Resource Name Resource Type Change

Create New Shared Scenario Script U

Forms Library Script U

Order Fulfillment Commons Script U

Production Planning Commons Script U

Aggregate Supply Plan workbook U

Aggregate Supply Plan Details workbook U

Cleanse Historical Data workbook U

Constraint Properties workbook U

Data Integrity - Self-Healing Supply workbook U

Chain

Demand Sensing Library Workbook workbook U

RapidResponse Applications Guide (Web Client) 142

Changes to resources 2021
 Resource Name Resource Type Change

Forecast Consumption Analysis workbook U

Forecast Error Analysis workbook U

Initialize Orders workbook U

Inventory Planning workbook U

Inventory Trending History workbook U

Lead Time Healing workbook U

Master Scheduling workbook U

MPS Exceptions Details workbook U

Order Promising workbook U

Planning Sheet workbook U

Production Planning Parameters workbook U

S&OP Assumptions workbook U

S&OP Backlog Reports workbook U

S&OP Capacity Review workbook U

S&OP Common Expressions workbook U

S&OP Constraint Annual Plan workbook U

S&OP Demand Plan at Risk Treemap workbook U

S&OP Demand Planning Ratios workbook U

S&OP Demand Review workbook U

S&OP Finance Review workbook U

S&OP Master Scheduling workbook U

S&OP Planning Analysis workbook U

S&OP Plan Review workbook U

S&OP Regressor Management workbook U

S&OP Supply Review workbook U

Supply Plan Exceptions Details workbook U

Yield Correction workbook U

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CHAPTER 5: New and changed features
Service Update 2105
Resource Name Resource Type Change

Expiry Analysis workbook U

Periods of Coverage workbook U

Service Update 2104

Resource Name Resource Type Change

Planning Parameters workbook U

Service Update 2103

Resource Name Resource Type Change

Master Scheduler dashboard Dashboard U

Supply Planner dashboard Dashboard U

Application Settings Workbook U

Control Tables Workbook U

Demand Exceptions Widgets Workbook U

Demand Order Analysis - Partial Orders workbook Workbook U

Expiry Analysis Workbook U

Inventory Widgets Workbook Workbook U

Macros and Profile variables Workbook U

Manual Closed Loop for Supply Workbook I

Manual Closed Loop Planning Parameters Workbook I

MPS Attainment Treemap Workbook U

MPS Widget Details Workbook U

Part Properties Workbook U

Periods of Coverage Workbook U

Planning Parameters Workbook U

RapidResponse Applications Guide (Web Client) 144

Changes to resources 2021
 Resource Name Resource Type Change

Planning Parameters Exceptions Widget Details Workbook I

Planning Parameters Exceptions Widgets Workbook I

Planning Sheet Workbook U

Supply Order Analysis Workbook U

Count of Parts with Parameters Exceptions Widget I

Demand Value Impacted by Parameters Exceptions Widget I

Expiry Value Chart Widget I

Parts Above Maximum Periods of Coverage Widget I

Parts Above Maximum Quantity (new name, Widget U

previously named Parts Above Inventory Norms)

Percent of Parts with Parameters Exceptions Widget I

Supply Plan Attainment % Widget U

Identify and Resolve Planning Parameter Task flow I

Exceptions - Life Sciences

Service Update 2102

Resource Name Resource Type Change

S&OP Forecast Item Management workbook U

S&OP Statistical Forecasting workbook U

Service Update 2101

Resource Name Resource Type Change

Consensus Facilitator - Consensus widget I

Forecast Widget

Demand Order Analysis - Partial Orders workbook U

Expiry Analysis workbook U

Lead Time Deviation Treemap workbook U

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 Resource Name Resource Type Change

ML Library workbook U

Planning Sheet workbook U

Self-Healing Lead Time Widgets - Single workbook U

Scenario

S&OP Consensus Demand Planning workbook U

Widgets

S&OP Forecast Item Management workbook U

Supply Order Analysis workbook U

Changes to resources 2022

The following lists show when changes were made to application and supporting resources, including:
l Resources that support one application; for example, a workbook that is part of Master
Production Scheduling.
l Resources that support more than one application; for example, a workbook that is part of
Demand Planning and Sales and Operations Planning.
l Resources that do not support any one application; for example, the Control Tables workbook,
which supports all applications.
l Resources that are no longer used in the current versions of the applications; for example,
resources that have been deprecated.

Resources not listed have not been changed or updated.

Legend:
l I = Introduced in this version
l U = Updated in this version
l D = Deprecated in this version

For a list of the resources included with each RapidResponse application, see "List of application
resources" on page 56.

Note: If you want more details about why a resource was updated, refer to the RapidResponse
Release Summary document to find a list of the issues that were addressed for a particular
release.

RapidResponse Applications Guide (Web Client) 146

Changes to resources 2022
 Service Update 2203
Resource Name Resource Type Change

Closed Loop Workbook Reintroduced (was

Within Cycle previously
deprecated)

Planning Sheet Workbook U

Service Update 2202

Resource Name Resource Type Change

Inventory Expiry Profile Workbook U

BOM Analysis Workbook U

S&OP Planning Analysis Workbook U

Service Update 2201

Resource Name Resource Type Change

Adoption Widgets Workbook Workbook U

Allocation of Supply Workbook U

Allotment Overrides Workbook U

BOM Analysis Workbook U

CCC Exceptions Automatically Resolved Workbook U

CCC Key Metric Widget Details Workbook U

CCC Key Metric Widgets Workbook U

CCC Late Supply Main Workflow Workflow U

CCC Late Supply Refresh Workflow Workflow U

CCC Widget Details Workbook U

CCC Widgets Workbook U

Constraint Manager Workbook U

Constraint Properties Workbook U

Corporate Monitor Metrics Workbook U

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CHAPTER 5: New and changed features
Resource Name Resource Type Change

Create Collaboration for Exception Script U

CRP Order Analysis Workbook U

Customer Orders Workbook U

Data Integrity - Constraint Workbook U

Data Integrity - Self-Healing Supply Chain Workbook U

Demand Analysis Workbook U

Demand Sensing Library Workbook Workbook U

Demand Sensing Script Workbook U

Demand Sensing Widgets - Single Workbook U

Scenario

Distribution Requirement Planning Workbook U

DRP Widgets Workbook - Single Scenario Workbook U

Financial Metrics - Operations Workbook U

Forecast Analysis Workbook U

Historical Scenarios Workbook U

IM Common Expressions Workbook U

Initialize Orders Workbook U

Inventory Expiry Profile Workbook U

Inventory Metrics Workbook U

Inventory Planning Workbook U

Inventory Widgets - Single Scenario Workbook U

IPO Script Resources Workbook U

Lead Time Healing Workbook U

Lead Time Trending Workbook U

Maintain Responsibility Workbook U

Manage Inventory Workbook U

Manage Inventory Targets Workbook U

RapidResponse Applications Guide (Web Client) 148

Changes to resources 2022
 Resource Name Resource Type Change

ML Library Workbook Workbook U

MLS Performance Manager Widgets Workbook U

Workbook

MPS Write History Records Workbook U

Multi-Enterprise Inventory Workbook U

Multi-Enterprise Management Metrics Workbook U

Operations Metrics Workbook U

Orders at Risk Workbook U

Order Fulfillment Widget Details Workbook U

Order Fulfillment Widgets Workbook Workbook U

Order Promising Workbook U

Parse Scorecard Result Script U

Process Activities Workbook U

Process Calendar Workbook U

Process Widgets Workbook Workbook U

Production Planning Manager Workbook U

Project Management Widgets Workbook U

Purchase Avoidance Opportunities Workbook U

Review Safety Stock Candidates Workbook U

Risk Opportunity Assessment Workbook U

Supply Chain Risk Management Workbook U

Supply Plan Exceptions Details Workbook U

S&OP Common Expressions Workbook U

S&OP Consensus Demand Planning Workbook U

S&OP Constraint Manager Workbook U

S&OP Exceptions Workbook U

S&OP Plan Review Workbook U

149 RapidResponse Applications Guide (Web Client)

CHAPTER 5: New and changed features
 Resource Name Resource Type Change

S&OP Planning Analysis Workbook U

S&OP Widget Details Workbook U

S&OP Widgets - Single Scenario Workbook U

S&OP Widgets Dark - Single Scenario Workbook U

S&OP Widgets Dark Workbook U

S&OP Widgets Workbook Workbook U

S&OP Write History Records Workbook U

Write Corporate Monitor Metrics Workbook U

Yield Correction Workbook U

New feature videos

RapidResponse users and administrators can take advantage of New Feature videos available from the
Kinaxis Knowledge Network. The videos demonstrate new and changed RapidResponse features. By
viewing the videos you will understand how to use the new features and improve your RapidResponse
capabilities.

Access the new feature videos

1. Sign into the Kinaxis Knowledge Network.

2. From the Knowledge menu, choose What's New.

RapidResponse Applications Guide (Web Client) 150

New feature videos
Part 2: S&OP Foundation
Sales and Operations Planning (S&OP) is an iterative business management process that aims to
achieve focus, alignment, and synchronization across multiple functions of an organization. The
resources in this foundation package support the S&OP process in RapidResponse.
l Sales and Operations Planning
l "Live Lens" on page 232
CHAPTER 6: Sales and Operations Planning
Sales and Operations Planning overview 154
Sales and Operations Planning business process - Level 1 158
Sales and Operations Planning resources 187
Sales and Operations Planning hierarchies 188
Sales and Operations Planning processes 190

The S&OP process routinely reviews customer demand and supply resources, and develops a plan to
achieve the organizational, financial, and strategic objectives.
This chapter will:
l Give you an overview of the RapidResponse Sales and Operations Planning application
l Show you the business process for the RapidResponse Sales and Operations Planning application
l Show you the task flows for the RapidResponse Sales and Operations Planning application
l Show you the supporting resources for the RapidResponse Sales and Operations Planning
application

Sales and Operations Planning overview

The Sales and Operations Planning (S&OP) process is widely recognized and understood in many
industries. In most companies, it is a regularly occurring event that is mandated by executives or senior
management from key departments. The goal of S&OP is to continuously improve business performance
by aligning day-to-day operations with a strategic business plan.
Implementing or enhancing S&OP is a key initiative for an increasing number of companies. An effective
S&OP process can dramatically improve customer service, inventory levels, and ensure that operational
planning is aligned with corporate financial goals. Although the S&OP process varies between companies

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 and industries, certain elements of the process are widely practiced. A typical sales and operations
planning process includes the following stages:
l Review the current plan with consideration for new product introductions and a strategy for
phasing out old products.
l Review current demand and create a demand plan that includes marketing and sales forecasts.
l Create an operations plan that meets the demand plan.
l Perform a financial review to ensure that strategies meet financial targets.
l Conduct an executive S&OP meeting to review proposed scenarios and determine which plan best
meets company objectives.

The following graphic depicts a typical S&OP cycle:

Sales and Operations Planning objective

The scope of the RapidResponse Sales and Operations Planning application is limited to the following
processes and sub-processes:
l Overall S&OP Process.
l Update Annual Plan - The objective of Annual Plan Management is to establish an annual plan
against which progress may be monitored and measured throughout the year. This includes
setting financial targets through the year for various categories and levels of product and/or
regions or almost any other hierarchy selection that measures and categorizes forecasted
demand. These targets include not just an absolute target number but a measure of acceptable
variability from that target. The actuals measured through the year will be compared to the

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 targets and will alert when results are forecasted to be out of the acceptable tolerance levels
(limits). The unconstrained forecast will be presented as input to the supply-side of the business
to determine if this can actually be supplied. Operations will evaluate it to determine what can be
supplied (as a separate activity) and will feed that information back into this process to define the
constrained consensus demand plan.
l S&OP Supply/ Demand Rebalancing - The objective of S&OP Supply/ Demand Rebalancing is,
therefore, to create the constrained consensus forecast and the constrained aggregate supply
plan for presentation to the S&OP Executives.
l Executive S&OP Meeting - The objective of the Executive S&OP Meeting is to select an achievable
sales and operations plan to execute to.

This application also includes several role-based dashboards and if it is purchased without any other
application, the expectation is that the necessary data will be provided as input to this application; for
example, Demand Plan or Supply Plan data.

Sales and Operations Planning functionality

The functional capabilities of the RapidResponse Sales and Operations Planning application include:
l Sets various financial targets and acceptable levels of variability
l Measures progress against those targets
l Identifies gaps between the consensus demand plan and aggregate supply plan, and rebalance by
changing or "shaping" the forecast demand in such a way as to be achievable
l Evaluates multiple supply-demand balancing scenarios against various company metrics to enable
optimal trade-offs
l Defines and manages the sales and operations planning process activities through a simple
process template and process orchestration
l Enters and maintains S&OP Assumptions

Usually, the annual plan is defined at some hierarchy level. As such, hierarchies must be defined to
manage where the targets and limits are entered and maintained.

Sales and Operations Planning measurements

In addition to the standard corporate measures of revenue, margin, inventory value, and on-time
delivery metrics associated specifically with Sales and Operations Planning, the following measures are
also included in the application's out-of-the-box dashboards. This allows for focused management of
the performance measures that are most applicable to the function at hand.
The 5 standard measures presented in the Sales and Operations Planning dashboard are:
l Ending Inventory Value: Summary of the value of the projected ending inventory at the end of
each period.

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Sales and Operations Planning overview
 l Margin %: Summary of the difference between revenue and cost of goods sold by period,
expressed as a percentage of revenue.
l Revenue Value: Summary of the revenue for actual orders and forecast, by period.
l On Time Delivery to Request: Historical and projected percentage, by period, of order lines
available on or before their request date.
l Key Constraint Utilization %: Summary of the actual load, by period, expressed as a percentage of
the available load for key constraints.

Sales and Operations Planning roles and

responsibilities
The following table lists the roles and responsibilities associated with the RapidResponse Sales and
Operations Planning application.

Role Responsibility

S&OP Process Owner Monitors the overall sales & operations planning process to ensure that decisions are made
on time and the process is moving along to expectations.

Finance Maintains the financial targets and limits in the annual plan. Also monitors and reports on
performance against those targets and maintains the finance operating plan. This role also
contributes to the demand forecast (in Demand Planning only), as required.

Demand Planner Owns the consensus demand forecast. It is the demand planner's role to add the adjustments
and overrides to the consensus plan to create a realistic forecast that represents all the
various parties with vested interests (finance, sales, and marketing, as well as operations).
Cleaning up the historical actual data and generation of the statistical forecast, if applicable, is
also the role of the demand planner. This role is highly collaborative, and works with the
finance, sales, marketing, supply planning, and operations roles.

Sales and Marketing Sales and marketing each have their own view of the forecast demand and provide input
during the executive S&OP review meeting. As part of the Demand Planning process, these
roles will provide input to the demand forecast to ensure that the resulting consensus
forecast represents their view.

Supply Planner Provides a high-level supply plan in response to the consensus plan generated by the demand
planner. This role collaborates with both the Master Scheduler and Operations roles to ensure
available material and capacity in support of the supply plan.

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 Role Responsibility

Inventory Planner Evaluates inventory target levels and updates inventory policies to ensure that service levels
and inventory targets are being maintained. In Inventory Management and Master Production
Scheduling only, Inventory Planners define ordering policies such as safety stock and
minimum/maximum ordering quantity, and control the costs associated with the inventory.
They also address inventory issues related to an achievable master schedule while minimizing
overall inventory costs but maintaining desired customer service levels. In Inventory
Management only, they also analyze the excess and obsolete inventory position, and manage
such inventory. Primarily, the Inventory Planner collaborates with the Master Scheduler,
Material Planner and Demand Planner roles, but may also collaborate with the Customer
Service Representative and Finance roles for various activities within the Inventory
Management process.

Operations Evaluates the initial unconstrained consensus demand plan and provides the constrained
supply plan as input to balancing the demand and supply plans. In Capacity Planning
Constraints, Aggregate Supply Planning, and Master Production Scheduling only, the
Operations role manages the definition of constraints and is responsible for providing input
on rates by period and effective dates for all constraints. They are also responsible for
associating specific parts with constraints. This role collaborates with the Supply Planner and
the Master Scheduler to identify and resolve gating constraints.

Executive Selects and approves the final S&OP plan.

Sales and Operations Planning business

process - Level 1
The process flow below depicts the high-level processes related to Sales and Operations Planning.
Within this process flow, there exist multiple sub-processes, which are explained in more detail below.
These task flows allow you to have a guided experience through the different business process flows.

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 The overall S&OP process flow shown above includes various roles and functions. The Update Annual
Plan, Rebalance Demand to Supply, and Conduct the Executive S&OP Meeting are processes that are
expressed in the task flows section.
The Demand Planning, Aggregate Supply Planning, and Capacity Planning activities can be purchased to
support the S&OP process. If they are not purchased, it is expected at a minimum that data feeds are
provided for the Consensus Demand Plan and the Supply Plan in order to facilitate the rebalancing
activity.

Sales and Operations Planning scenarios

In the RapidResponse Sales and Operations Planning (S&OP) application, you can perform what-if
analysis by creating scenarios and modifying the data in them to simulate a business challenge.
Furthermore, you can use scenarios as a base for other scenarios that simulate different solutions. To
perform the S&OP process, you can use a set of default scenarios that are provided with
RapidResponse or you create a custom scenario structure of your choosing.
If your company uses the default scenarios, see "S&OP default scenarios" on page 160 to better
understand the role of each scenario. If you're using custom scenarios, you will need to create and
configure these scenarios when setting up the S&OP process. For information on using custom
scenarios for S&OP, see "S&OP custom scenarios" on page 162.

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S&OP default scenarios
The following section lists and describes the default scenarios that were created for managing the
S&OP process in RapidResponse. Some S&OP tools are configured to automatically use these default
scenarios to manage the S&OP process. The following illustration shows the default scenario structure
that is available in RapidResponse, if your company has chosen to use it.

The following section describes the scenarios are relevant to the RapidResponse Sales and Operations
Planning application.

S&OP Intermediate
Child of Baseline. This is the primary scenario, which is usually only available only to S&OP process
owners and RapidResponse administrators. It is used by process owners to start the S&OP Cycle, and as
part of the Publish S&OP cycle to update the Current S&OP scenario.
l Permanent: Yes
l Share: Yes
l Modify/View: Modify
l Auto-Update: No

Current S&OP
Child of S&OP Intermediate. This scenario represents the current, agreed-upon S&OP Plan. Thought of
in another way, it is a snapshot of latest approved S&OP data.
This scenario is not committed to its parent.

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 l Permanent: Yes
l Share: Yes
l Modify/View: View
l Auto-Update: No

S&OP Archive YYYYMMDD

Child of Current S&OP. This scenario is the archived version of a previous Current S&OP scenario. It is
updated based on the publish S&OP cycle whose frequency is determined by the customer (typically
monthly).
l Permanent: Yes
l Share: Yes
l Modify/View: View
l Auto-Update: No

S&OP Candidate
Child of S&OP Intermediate. This is the working scenario for the S&OP, Demand Planning, and
Aggregate Supply Planning applications. It is also the working scenario for Capacity Planning, Inventory
Management, and Inventory Planning and Optimization processes as part of an S&OP cycle.
This is the scenario in which the new demand and supply plans are created, analyzed, and brought
forward for Executive approval.
This scenario is available on install and is permanent. This scenario is automatically updated when the
S&OP process owner starts a new S&OP cycle and automatically shares with other people involved in
the S&OP process.
Collaboration is based on this scenario and changes are committed back to it.
Closed-loop transactions are executed out of this scenario prior to it being committed.
Committed into S&OP Intermediate on S&OP Cycle Publish at the end of the S&OP planning cycle.
l Permanent: Yes
l Share: Yes
l Modify/View: Modify
l Auto-Update: Yes

Private Scenario (for Sales and Operations Planning)

Collaboration and editing scenario(s) for S&OP Candidate.
Committing private scenario back into the S&OP Candidate scenario constitutes completion of
collaboration and approval of changes.
It is likely that multiple levels of private scenarios exist under S&OP Candidate due to collaboration.

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 l Permanent: No
l Share: Yes
l Modify/View: Modify
l Auto-Update: No

S&OP custom scenarios

If your company has opted to use a custom scenario structure for S&OP, you will need to create or
assign a scenario as the primary scenario that you want to use to manage the S&OP process. The other
scenarios that are used in the process will be children of this scenario. The following illustration shows
you how the scenarios should be structured, but the scenario names will vary because they're user-
defined.

The following section describes the purpose of each scenario and also identifies the tools you need to
use to create the scenarios.

Note: The S&OP options that are available from the RapidResponse toolbar do not support
custom scenarios.

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 Primary S&OP scenario (equivalent to S&OP Intermediate)
The primary S&OP scenario is used by the Process Owner to start the S&OP cycle. You can create a
scenario or use an existing scenario as the primary, but the scenario must be a permanent public
scenario. You can also specify multiple primary S&OP scenarios, if needed. You can create or set a
primary S&OP scenario using the Manage Primary S&OP Scenario form. You can also set the primary
scenario at the start of an S&OP cycle using the Start S&OP Cycle form. For more information see,
"Sales and Operations Planning forms" on page 187.
l Permanent: Yes
l Share: Yes
l Modify/View: Modify
l Auto-Update: No

Note: Only users with the Manage S&OP process permission can set a primary scenario for
S&OP.

S&OP cycle scenario (equivalent to S&OP Candidate)

Child of the primary S&OP scenario. This is the working scenario for the S&OP process. This is the
scenario in which the new demand and supply plans are created, analyzed, and brought forward for
Executive approval. You can either select an existing scenario for the cycle, or create a new one by
using the Start S&OP Cycle form. For more information see, "Sales and Operations Planning forms" on
page 187.
Collaboration is based on this scenario and changes are committed back to it.
When you publish the plan at the end of the S&OP cycle, this scenario is committed into the primary
S&OP scenario and marked as completed. You can publish the plan using the Publish S&OP Plan form.
For more information see, "Sales and Operations Planning forms" on page 187.
l Permanent: Yes
l Share: Yes
l Modify/View: Modify
l Auto-Update: Yes

Current S&OP (equivalent to default Current S&OP)

Child of primary S&OP. This scenario represents the current, agreed-upon S&OP Plan. Thought of in
another way, it is a snapshot of latest approved S&OP data. You can specify the name of this scenario
using the Manage Primary S&OP Scenario form. For more information see, "Sales and Operations
Planning forms" on page 187.

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When you publish the plan at the end of the S&OP cycle, this scenario is updated to reflect the most
recent changes to the plan. You can publish the plan using the Publish S&OP Plan form. For more
information see, "Sales and Operations Planning forms" on page 187.
l Permanent: Yes
l Share: Yes
l Modify/View: View
l Auto-Update: No

S&OP Archive scenarios

Child of Current S&OP. This scenario is the archived version of a previous Current S&OP scenario. It is
updated based on the publish S&OP cycle whose frequency is user determined (typically monthly).
Archive scenarios are automatically created when you publish the S&OP plan. You can publish the plan
using the Publish S&OP Plan form. For more information see, "Sales and Operations Planning forms" on
page 187.
l Permanent: Yes
l Share: Yes
l Modify/View: View
l Auto-Update: No

Sales and Operations Planning task flows

The following task flows are provided in support of the RapidResponse Sales and Operations Planning
application. The detailed steps for each task flow is provided in the following sections:
l S&OP High Level Process - Finance
o Update Annual Plan
o Input Forecast - Finance
l S&OP High Level Process - Sales
o Input Forecast - Sales
l S&OP High Level Process - Marketing
o Input Forecast - Marketing
l S&OP High Level Process - Demand Planner
o Create a Consensus Demand Plan
o Rebalance Demand to Supply
o Conduct the Executive S&OP Meeting

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 l S&OP High Level Process - Supply Planner
l S&OP High Level Process - Operations
l S&OP High Level Process - Inventory Planner
l S&OP High Level Process - Executives

Update Annual Plan task flow

1. Introduction
If the annual plan does not need to be updated, you can skip updating the annual plan.

2. Start the activity

To provide the S&OP process owner with up to date information about the progress of the S&OP cycle,
you must start the activity.

1. On the side bar, click Tasks , select Form, and select the Start Activity form.
2. In the Start Activity form, in the Process Instance list, select the process instance that is
associated with the current cycle.
3. In the Activity list, select the activity that you want to start.
4. Click Start Activity.

3. Create a scenario
Creating a separate scenario allows you to simulate data changes and see the differences that are
generated as a result of the change.

1. On the side bar, click Scenarios .

2. In the Scenarios panel, click Create Scenario in the upper right corner.
3. In the New Scenario Name box, type the name of the scenario.
4. In the Based on list, click the Baseline scenario.
5. If you want to describe the changes being simulated in the scenario, expand Options, and enter
a description in the Purpose box.
6. Click Create.

4. Define and update the annual plan

1. Open the S&OP Annual Plan workbook to the Annual Plan worksheet.
2. On the workbook toolbar, click Data Settings .
3. Select the scenario that you created and the filtering criteria to display the data that you want.
4. In the Annual Plan Category list, select the category that you want to define targets for.

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 5. On the Hierarchy tab, select the level at which you want to set targets.
6. In the Annual Plan worksheet, type the targets in the rows that are displayed in the Annual Plan
worksheet.
7. Review the chart in the lower pane for anomalies.
8. On the workbook toolbar, click the Save button.

5. Define and update the constraint annual plan

You can skip this step if capacity planning is done outside of RapidResponse.

1. Open the S&OP Constraint Annual Plan workbook to the Annual Plan worksheet.
2. On the workbook toolbar, click Data Settings .
3. Select the scenario that you created and the filtering criteria to display the data that you want.
4. In the Annual Plan Category list, select the category that you want to define targets for.
5. On the Hierarchy tab, select the level at which you want to set targets.
6. In the Annual Plan worksheet, type the targets in the rows that are displayed in the Annual Plan
worksheet.
7. Review the chart in the lower pane for anomalies.
8. On the workbook toolbar, click the Save button.

6. Define and update limits for annual plan categories

You can define and maintain warning and critical limits for all S&OP target categories.

1. In the S&OP Annual Plan workbook, go to the Settings worksheet.

2. On the workbook toolbar, in the scenario control, select the scenario you want to use.
3. In the Settings worksheet, do the following:
l In the Desired Results column, specify whether a result higher or lower than the target is
considered desirable.
l In the Edit Thresholds - Warning column, type the warning threshold level for the target
category.
l In the Edit Thresholds - Critical column, type the critical threshold level for the target
category
4. On the workbook toolbar, click the Save button.

7. Define and update limits for constraint annual plan categories

You can skip this step if capacity planning is done outside of RapidResponse.

1. Open the S&OP Constraint Annual Plan workbook to the Settings worksheet.
2. On the workbook toolbar, in the scenario control, select the scenario you want to use.

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 3. In the Settings worksheet, do the following:
l In the Desired Results column, specify whether a result that is higher or lower than the
target is considered desirable.
l In the Edit Thresholds - Warning column, type the warning threshold level for the target
category.
l In the Edit Thresholds - Critical column, type the critical threshold level for the target
category
4. On the workbook toolbar, click the Save button.

8. Update assumptions
When creating long term plans, you often base your numbers on assumptions that should be recorded
as an important part of the S&OP process. Assumptions are created at different levels of a hierarchy.
Before entering assumptions, open one of the following workbooks:
l S&OP Annual Plan: to create, view, or edit assumptions that are not specific to constraint targets.
l S&OP Constraint Annual Plan: to create, view, or edit assumptions that are specific to constraint
targets.

Create new assumptions

1. In the Data Settings , on the Hierarchy tab, select the appropriate level.
2. On the workbook toolbar, click Create Assumption .
3. In the Create Assumption dialog box, in the Assumption box type your assumption, select the
status, category, and time period.
4. Click Save.

View assumptions

1. In the Data Settings , on the Hierarchy tab, select the appropriate level.
2. On the workbook toolbar, click Open Assumptions .

Edit assumptions

1. On the workbook toolbar, click Open Assumptions .

2. In the S&OP Assumptions workbook, select the assumption that you want to modify, and click
Edit Assumption .
3. In the Edit Assumption dialog box, modify the required information, and click OK.

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9. Review the annual plan
1. Open the Executive dashboard.
2. On the dashboard toolbar, click Data Settings .
3. In the Data Settings panel, select only the private scenario that you created.
4. Evaluate the impact of the simulated changes against the metrics in the dashboard.

10. Commit the scenario

Once you have assessed the impact of the simulation, you are ready to commit your private scenario to
the Baseline scenario. This will enable all S&OP team members view your changes.

1. Select Commit Scenario.

2. In the Commit Scenariodialog box, select the scenario that you want to commit, and click
Commit.
3. In the Commit Scenario dialog box, select the desired options, and type a message in the Note
box.
4. Click Commit.

11. Finish the activity

To provide the S&OP process owner with up to date information about the progress of the S&OP cycle,
you must finish the activity.

1. On the side bar, click Tasks , select Form, and select the Start Activity form.
2. In the Finish Activity form, in the Process Instance list, select the process instance that is
associated with the current cycle.
3. In the Activity list, select the activity that you want to finish.
4. Click Finish Activity.

S&OP High Level Process - Demand Planner task flow

1. Introduction
This task flow outlines the activities of the S&OP Planning process, in which demand planners
participate.
When the S&OP process owner initiates a new S&OP cycle, a notification is sent to all members of the
S&OP team. Before starting this process, confirm that you have received a notification in the
Collaboration Center.

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 2. Perform demand planning
Demand planning is the process of collecting demand and forecast data from various sources to
determine a company's future statement of demand.
The S&OP Process - Demand Planner task flow includes removing data errors, causal factors, and
outliers from historical data, configuring a statistical forecast, inputting forecast from finance,
marketing, and sales, and creating a consensus demand plan.
l Open the "S&OP Process - Demand Planner task flow" on page 580.

3. Inventory management
At this step in the task flow, the inventory manager should perform the inventory management
process.

Note: You can review the inventory management process in RapidResponse by opening the
Manage Inventory task flow.

4. Aggregate supply planning

At this step in the task flow, the supply planner should perform the aggregate supply planning process.

Note: You can review the aggregate supply planning process in RapidResponse by opening the
Aggregate Supply Planning task flow.

5. Rebalance demand to supply

Before accepting the proposed demand plan, you must compare the supply plan and its ability to
support the demand plan. In cases where it cannot, the solution can include emphasizing and de-
emphasizing the forecast for particular regions or products.
The Rebalance Demand to Supply task flow includes reviewing the ability of the supply plan to meet
demand plan, creating constrained demand plans that better align to the supply plan, recording any
assumptions made, and selecting the new plans that will be presented to the executives.
l Open the "Rebalance Demand to Supply task flow" on page 174.

6. Share the scenarios

The alternate demand plans that will be presented to the executives should be shared with the
members of the S&OP team.

1. Select Share Scenario.

2. In the Share Scenario dialog box, select the scenario to share, and then click Share.
3. Select Add users and groups.

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 4. In the Add users and groups dialog box, select Groups.
5. Select the S&OP Team group, and click Add.
6. In the Add users and groups section, make sure View Only is selected.
7. Select the Notify Users checkbox.
8. In the Message box, type the message that you want to send to people who have access to the
scenario.
9. Select Share.
10. Repeat these steps for every demand plan alternative.

7. Participate in the executive S&OP meeting

Participate in the meeting to present executives with alternate S&OP plans in order to approve the one
that best meets company objectives.
You can evaluate the impact of the alternate S&OP plans against the metrics in the Executive
dashboard.
l In the Data Settings panel of your dashboard, select the scenarios that represent the alternate
S&OP plans.

8. Commit the approved S&OP plan

After the executive team selects the S&OP plan, the process owner accepts the plan. You must now
commit that scenario to the S&OP Candidate scenario. After you have committed the scenario, the
process owner must be notified.

1. Select Commit Scenario.

2. In the Commit Scenariodialog box, select the scenario that you want to commit, and click
Commit.
3. In the Commit Scenario dialog box, select the desired options, and type a message in the Note
box.
4. Click Commit.

9. Delete rejected S&OP plans

After the approved S&OP plan has been committed into the S&OP Candidate scenario, you can delete
the rejected S&OP plans.

1. Select Delete Scenario.

2. In the Delete Scenario dialog box, select the scenario you want to delete, and click OK.
3. In the Confirm Delete Scenario dialog box, click Delete.
4. Repeat these steps for every rejected S&OP plan.

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 S&OP High Level Process - Finance task flow
1. Introduction
This task flow outlines the activities of the S&OP process, in which finance participates.
When the S&OP process owner initiates a new S&OP cycle, a notification is sent to all members of the
S&OP team. Before starting this process, confirm that you have received a notification.

2. Update the annual plan

The annual plan is typically established once a year and occasionally modified when situations warrant
it. If the annual plan does not need to be updated, you must open the task flow and change the status
of the activity to Finished.
The Update Annual Plan task flow includes defining the annual plan and limits, recording any
assumptions made, and reviewing the new plan against corporate metrics.
l Open the "Update Annual Plan task flow" on page 165.

3. Demand Planning
At this step in the task flow, the demand planner should perform the demand planning process.

Note: You can review the demand planning process in RapidResponse by opening the "S&OP
Process - Demand Planner task flow" on page 580.

4. Inventory management
At this step in the task flow, the inventory manager should perform the inventory management
process.

Note: You can review the inventory management process in RapidResponse by opening the
"Manage Inventory task flow" on page 929.

5. Aggregate supply planning

At this step in the task flow, the supply planner should perform the aggregate supply planning process.

Note: You can review the aggregate supply planning process in RapidResponse by opening the
"Aggregate Supply Planning task flow" on page 244.

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6. Participate in rebalancing demand to supply
You can participate in the meeting to approve the rebalancing of demand to supply.

Note: You can review the rebalancing demand to supply process in RapidResponse by opening
the "Rebalance Demand to Supply task flow" on page 174.

7. Participate in the executive S&OP meeting

Participate in the meeting to present executives with alternate S&OP plans in order to approve the one
that best meets company objectives.
You can evaluate the impact of the alternate S&OP plans against the metrics in the Executive
dashboard.
l In the Data Settings panel of your dashboard, select the scenarios that represent the alternate
S&OP plans.

S&OP High Level Process - Sales task flow

1. Introduction
This task flow outlines the activities of the S&OP Planning process, in which sales participates.
When the S&OP process owner initiates a new S&OP cycle, a notification is sent to all members of the
S&OP team. Before starting this process, confirm that you have received a notification.

2. Demand planning
At this step in the task flow, the demand planner should perform the demand planning process.

Note: You can review the demand planning process in RapidResponse by opening the "S&OP
Process - Demand Planner task flow" on page 580.

3. Inventory management
At this step in the task flow, the inventory manager should perform the inventory management
process.

Note: You can review the inventory management process in RapidResponse by opening the
"Manage Inventory task flow" on page 929.

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 4. Aggregate supply planning
At this step in the task flow, the supply planner should perform the aggregate supply planning process.

Note: You can review the aggregate supply planning process in RapidResponse by opening the
"Aggregate Supply Planning task flow" on page 244.

5. Participate in rebalancing demand to supply

You can participate in the meeting to approve the rebalancing of demand to supply.

Note: You can review the rebalancing demand to supply process in RapidResponse by opening
the "Rebalance Demand to Supply task flow" on page 174.

6. Participate in the executive S&OP meeting

Participate in the meeting to present executives with alternate S&OP plans in order to approve the one
that best meets company objectives.
You can evaluate the impact of the alternate S&OP plans against the metrics in the Executive
dashboard.
l In the Data Settings panel of your dashboard, select the scenarios that represent the alternate
S&OP plans.

S&OP High Level Process - Marketing task flow

1. Introduction
This task flow outlines the activities of the S&OP Planning process, in which marketing participates.
When the S&OP process owner initiates a new S&OP cycle, a notification is sent to all members of the
S&OP team. Before starting this process, confirm that you have received a notification in the
Collaboration Center.

2. Demand planning
At this step in the task flow, the demand planner should perform the demand planning process.

Note: You can review the demand planning process in RapidResponse by opening the "S&OP
Process - Demand Planner task flow" on page 580.

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3. Inventory management
At this step in the task flow, the inventory manager should perform the inventory management
process.

Note: You can review the inventory management process in RapidResponse by opening the
"Manage Inventory task flow" on page 929.

4. Aggregate supply planning

At this step in the task flow, the supply planner should perform the aggregate supply planning process.

Note: You can review the aggregate supply planning process in RapidResponse by opening the
"Aggregate Supply Planning task flow" on page 244.

5. Participate in rebalancing demand to supply

You can participate in the meeting to approve the rebalancing of demand to supply.

Note: You can review the rebalancing demand to supply process in RapidResponse by opening
the "Rebalance Demand to Supply task flow" on page 174.

6. Participate in the executive S&OP meeting

Participate in the meeting to present executives with alternate S&OP plans in order to approve the one
that best meets company objectives.
You can evaluate the impact of the alternate S&OP plans against the metrics in the Executive
dashboard.
l In the Data Settings panel of your dashboard, select the scenarios that represent the alternate
S&OP plans.

Rebalance Demand to Supply task flow

1. Start the activity
To provide the S&OP process owner with up to date information about the progress of the S&OP cycle,
you must start the activity.

1. On the side bar, click Tasks , select Form, and select the Start Activity form.
2. In the Start Activity form, in the Process Instance list, select the process instance that is
associated with the current cycle.

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 3. In the Activity list, select the activity that you want to finish.
4. Click Start Activity.

2. Review the ability of the supply plan to meet the demand plan
1. Open the S&OP Demand Supply Balancing workbook.
The Data Settings dialog box opens with the workbook.
2. In the Data Settings dialog box, select the appropriate data settings to display the data that you
want.
3. Compare the supply plan and the demand plan rows.
4. If the supply plan and demand plan rows align, adjustments to the demand plan are not
required. You are done with this process.
5. If one of the following conditions occur, you can adjust the demand plan:
l The Supply Plan Deficits row displays negative values.
l The Inventory Planned row displays a negative value.

3. Create a scenario
Creating a separate scenario allows you to simulate data changes and see the differences that are
generated as a result of the change.

1. On the side bar, click Scenarios .

2. In the Scenarios panel, click Create Scenario in the upper right corner.
3. In the New Scenario Name box, type the name of the scenario.
4. In the Based on list, click S&OP Candidate scenario.
5. If you want to describe the changes being simulated in the scenario, expand Options, and enter
a description in the Purpose box.
6. Click Create.

4. Simulate demand plan rebalancing alternatives

1. Open the S&OP Demand Supply Balancing workbook.
The Data Settings dialog box opens with the workbook.
2. In the Data Settings dialog box, select the private scenario that you created.
The demand plan is entered manually in the Consensus Override row.
3. On the workbook toolbar, click the Save button.

If you are simulating more than one alternative demand plan for comparing, you need to create private
scenarios for each alternative. Repeat steps 3 and 4 in the task flow for each alternative demand plan
that you want to create.

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5. Compare demand plan alternatives
Using a scorecard, alternate demand plans can easily be compared and evaluated against the annual
plan for the key corporate metrics.

1. Open the Corporate Metrics scorecard.

2. On the scorecard toolbar, click .
3. Click Scenarios and click + Add Scenario.
4. Select the S&OP Candidate scenario and the private scenario that you created.
5. Evaluate the impact of the simulated changes against the metrics in the scorecard.
6. The scorecard immediately begins recalculating results.
7. Choose the scenarios that are potential alternatives.
You can present these scenarios to the executive team.

6. View and update assumptions

When creating long term plans, you often base your numbers on assumptions that should be recorded
as an important part of the S&OP process. Assumptions are created at different levels of a hierarchy.

Create new assumptions

1. Open the S&OP Demand Supply Balancing workbook.

The Data Settings dialog box opens with the workbook.
2. In the Data Settings dialog box, select the scenario and the appropriate level in the hierarchy.
3. On the workbook toolbar, click Create Assumption .
4. In the Create Assumption dialog box, in the Assumption box type your assumption, select the
status, category, and time period.
5. Click Save.

View assumptions

1. Open the S&OP Demand Supply Balancing workbook.

The Data Settings dialog box opens with the workbook.
2. In the Data Settings dialog box, select the scenario and the appropriate level in the hierarchy.
3. In the Demand Supply Balancing - Units Summary or Demand Supply Balancing - Revenue
Summary worksheet, review the values in the Assumptions row.
4. Click a value in the row to display the assumptions for that period.

Edit assumptions

1. Open the S&OP Demand Supply Balancing workbook.

The Data Settings dialog box opens with the workbook.
2. In the Data Settings dialog box, select the scenario and the appropriate level in the hierarchy.

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 3. In the Demand Supply Balancing - Units Summary or Demand Supply Balancing - Revenue
Summary worksheet, review the values in the Assumptions row.
4. Click a value in the row to display the assumptions for that period.
5. In the Assumption Details worksheet, select the assumption that you want to modify, and click
Edit Assumption .
6. In the Edit Assumption dialog box, modify the required information, and click OK.

7. Delete rejected demand plan alternatives

After selecting the alternate demand plans that will be presented to the executives, you should delete
the rejected plans.

1. Select Delete Scenario.

2. In the Delete Scenariodialog box, select the scenario you want to delete, and click OK.
3. In the Confirm Delete Scenario dialog box, click Delete.
4. Repeat these steps for every rejected demand plan.

8. Finish the activity

To provide the S&OP process owner with up to date information about the progress of the S&OP cycle,
you must finish the activity.

1. On the side bar, click Tasks , select Form, and select the Start Activity form.
2. In the Finish Activity form, in the Process Instance list, select the process instance that is
associated with the current cycle.
3. In the Activity list, select the activity that you want to finish.
4. Click Finish Activity.

Conduct the Executive S&OP meeting task flow

1. Start the activity
To provide the S&OP process owner with up to date information about the progress of the S&OP cycle,
you must start the activity.

1. On the side bar, click Tasks , select Form, and select the Start Activity form.
2. In the Start Activity form, in the Process Instance list, select the process instance that is
associated with the current cycle.
3. In the Activity list, select the activity that you want to start.
4. Click Start Activity.

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2. Present alternative plans
Using a scorecard, you can compare and evaluate alternative S&OP plans against the annual plan for
the key corporate metrics.

1. Open the Corporate Metrics scorecard.

2. On the scorecard toolbar, click .
3. Click Scenarios and click + Add Scenario.
4. Select the S&OP Candidate and the scenarios that represent alternate S&OP plans.
5. The scorecard immediately begins recalculating results.
6. Evaluate the impact of the simulated changes against the metrics in the scorecard.

3. Present assumptions
When creating long term plans, you often base your numbers on assumptions. Recording assumptions
is an important part of the S&OP process.
You can also review the assumptions that were recorded during the S&OP process. When reviewing
assumptions, you can choose to view assumptions that were created at different levels of a hierarchy.

1. Open the S&OP Assumptions workbook.

2. On the workbook toolbar, click Data Settings .
3. Select the scenario, filter, and appropriate level in the hierarchy.

4. Choose and approve an S&OP plan

After reviewing all alternative S&OP plans and their respective assumptions, the executive team will
select one scenario that best meets the company objectives. The selected plan must be accepted in
RapidResponse.

5. Finish the activity

To provide the S&OP process owner with up to date information about the progress of the S&OP cycle,
you must finish the activity.

1. On the side bar, click Tasks , select Form, and select the Start Activity form.
2. In the Finish Activity form, in the Process Instance list, select the process instance that is
associated with the current cycle.
3. In the Activity list, select the activity that you want to finish.
4. Click Finish Activity.

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 S&OP High Level Process - Supply Planner task flow
1. Introduction
This task flow outlines the activities of the S&OP Planning process, in which supply planners participate.
When the S&OP process owner initiates a new S&OP cycle, a notification is sent to all members of the
S&OP team. Before starting this process, confirm that you have received a notification in the
Collaboration Center.

2. Demand planning
At this step in the task flow, the demand planner should perform the demand planning process.

Note: You can review the demand planning process in RapidResponse by opening the "S&OP
Process - Demand Planner task flow" on page 580.

3. Inventory management
At this step in the task flow, the inventory manager should perform the inventory management
process.

Note: You can review the inventory management process in RapidResponse by opening the
"Manage Inventory task flow" on page 929.

4. Aggregate supply planning

At this step in the task flow, the supply planner should perform the aggregate supply planning process.

Note: You can review the aggregate supply planning process in RapidResponse by opening the
"Aggregate Supply Planning task flow" on page 244.

5. Participate in rebalancing demand to supply

You can participate in the meeting to approve the rebalancing of demand to supply.

Note: You can review the rebalancing demand to supply process in RapidResponse by opening
the "Rebalance Demand to Supply task flow" on page 174.

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6. Participate in the executive S&OP meeting
Participate in the meeting to present executives with alternate S&OP plans in order to approve the one
that best meets company objectives.
You can evaluate the impact of the alternate S&OP plans against the metrics in the Executive
dashboard.
l In the Data Settings panel of your dashboard, select the scenarios that represent the alternate
S&OP plans.

S&OP High Level Process - Operations task flow

1. Introduction
This task flow outlines the activities of the S&OP Planning process, in which operations participates.
When the S&OP process owner initiates a new S&OP cycle, a notification is sent to all members of the
S&OP team. Before starting this process, confirm that you have received a notification in the
Collaboration Center.

2. Demand planning
At this step in the task flow, the demand planner should perform the demand planning process.

Note: You can review the demand planning process in RapidResponse by opening the "S&OP
Process - Demand Planner task flow" on page 580.

5. Inventory management
At this step in the task flow, the inventory manager should perform the inventory management
process.

Note: You can review the inventory management process in RapidResponse by opening the
"Manage Inventory task flow" on page 929.

6. Aggregate supply planning

At this step in the task flow, the supply planner should perform the aggregate supply planning process.

Note: You can review the aggregate supply planning process in RapidResponse by opening the
"Aggregate Supply Planning task flow" on page 244.

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 7. Participate in rebalancing demand to supply
You can participate in the meeting to approve the rebalancing of demand to supply.

Note: You can review the rebalancing demand to supply process in RapidResponse by opening
the "Rebalance Demand to Supply task flow" on page 174.

8. Participate in the executive S&OP meeting

Participate in the meeting to present executives with alternate S&OP plans in order to approve the one
that best meets company objectives.
You can evaluate the impact of the alternate S&OP plans against the metrics in the Executive
dashboard.
l In the Data Settings panel of your dashboard, select the scenarios that represent the alternate
S&OP plans.

S&OP High Level Process - Inventory Planner task

flow
1. Introduction
This task flow outlines the activities of the S&OP Planning process, in which inventory planners
participate.
When the S&OP process owner initiates a new S&OP cycle, a notification is sent to all members of the
S&OP team. Before starting this process, confirm that you have received a notification in the
Collaboration Center.

2. Demand planning
At this step in the task flow, the demand planner should perform the demand planning process.

Note: You can review the demand planning process in RapidResponse by opening the "S&OP
Process - Demand Planner task flow" on page 580.

3. Inventory management
At this step in the task flow, the inventory manager should perform the inventory management
process.

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 Note: You can review the inventory management process in RapidResponse by opening the
"Manage Inventory task flow" on page 929.

4. Aggregate supply planning

At this step in the task flow, the supply planner should perform the aggregate supply planning process.

Note: You can review the aggregate supply planning process in RapidResponse by opening the
"Aggregate Supply Planning task flow" on page 244.

5. Participate in rebalancing demand to supply

You can participate in the meeting to approve the rebalancing of demand to supply.

Note: You can review the rebalancing demand to supply process in RapidResponse by opening
the "Rebalance Demand to Supply task flow" on page 174.

6. Participate in the executive S&OP meeting

Participate in the meeting to present executives with alternate S&OP plans in order to approve the one
that best meets company objectives.
You can evaluate the impact of the alternate S&OP plans against the metrics in the Executive
dashboard.
l In the Data Settings panel of your dashboard, select the scenarios that represent the alternate
S&OP plans.

S&OP High Level Process - Process Owner task flow

1. Introduction
This task flow outlines the activities of the S&OP process, in which the process owner participates.
The activities include creating an S&OP process instance, updating the primary S&OP scenario with
revised annual plan, starting an S&OP cycle (or sub-cycle), monitoring the status of activities,
conducting the S&OP executive meeting, and ending the S&OP cycle.

2. Create the S&OP process instance

Creating a process instance generates a schedule of actionable activities that participants in the process
must complete. All activities must be started and completed for the specific S&OP process instance that
is initiated.

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 1. From the side bar, open the Resources panel. To show only processes, set the resource type
to Tasks > Processes.
2. Hover over S&OP Process, and on the resource card, select Create Instance.
3. In the New Process Instance dialog box, enter the following:
l Name: The name of this process instance. Include a reference to the date that the instance is
created and the name of the scenario that should be used for this S&OP cycle. In step 6 of
this task flow, you will select the S&OP Candidate scenario or create a new scenario. If you
plan to create a new scenario, include the name of the scenario in the name of the process
instance.
l Type: The process instance type that is suitable for the instance. The type controls the
calendar used by the process instance.
l Start date: The date that you expect the process to start on. This date is used to calculate the
expected start dates of all the activities in the process instance.
l Status: Select In Progress.
l Description: Describe the process instance.
4. In the Notifications tab, review all of the notifications that are set for all activities in the process,
and override them as required.
5. Click Create.
6. In the Process Activities workbook, view the activities that are scheduled for this process
instance.
7. Close the Process Activities workbook.

Note: Click Refresh to view the activities that are scheduled for this process instance in the
S&OP Process Calendar widget of your dashboard.

3. Monitor the status of the update annual plan activity

Before proceeding to the next step in the task flow, ensure that the Update Annual Plan activity has
been completed.

1. Open the Process Owner dashboard.

2. On the Data Settings panel of your dashboard, select the process instance that was created.
3. In your dashboard, in the S&OP Process Calendar widget, ensure that the Update Annual Plan
status is Finished.

4. Update the primary S&OP scenario

Before starting an S&OP cycle, you need to update the primary S&OP scenario (that is, S&OP
Intermediate) with the latest annual plan.
l To automatically update the S&OP Intermediate scenario, click the icon in the step title.

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The primary S&OP scenario is used by the Process Owner to start the S&OP cycle, and as part of the
Publish S&OP cycle to update the Current S&OP scenario with the latest approved S&OP data. For more
information, see "Sales and Operations Planning scenarios" on page 159.

Tip: You can use the Manage the Primary S&OP Scenario form to select, create, or remove a
primary S&OP scenario, and to specify the name of the Current S&OP scenario. For more
information, see "Sales and Operations Planning forms" on page 187.

5. Start the S&OP cycle

Starting an S&OP cycle automatically shares the cycle's scenario (that is, S&OP Candidate) with the
groups that are involved in the S&OP process. All members of the selected groups get notified that they
have access to this scenario.
S&OP cycles are started on a regular basis, typically monthly. Due to unexpected circumstances that
require immediate changes to the plan, you might start an S&OP sub-process in the middle of a
regularly scheduled cycle.

Note: After you start the S&OP cycle, the Process Owners' access permission for the selected
scenario switches from Modify to Manage so that they can modify, share, or delete the
scenario. The scenario access permission change also applies to anyone who is given the
permission to Manage S&OP Process. The access permission remains in effect until the
scenario is deleted. When the scenario is regenerated, the regenerated scenario is set to only
Modify.

1. From the side bar, open the Resources panel. To show only forms, set the resource type to
Tasks > Forms. For more information, see "Sales and Operations Planning forms" on page 187.
2. Hover over Start S&OP Cycle, and on the resource card, select Open.
3. In the Start S&OP Cycle dialog, define the following:
l Primary S&OP Scenario: Select the primary S&OP scenario from a list of candidates.
l Cycle scenario: Select an existing scenario for the cycle, or create a new one.
4. In the Notify me when section, select:
l Anyone responds: To receive notification when any person responds.
l Everyone has responded: To receive notification when every person has responded.
5. In the Message section, define the following:
l To: The group to share the scenario with.
l Subject: Enter a subject for the message.
l Message: Enter any relevant details about this S&OP cycle. Ensure that the name of the
process instance to be used for this S&OP cycle is included in your message.
6. Click Start Cycle.

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 Note: Use the Start S&OP Sub-Cycle form to start an S&OP sub-cycle.

6. Monitor the status of activities

From the dashboard, you can monitor the status of activities. You can quickly see which activities are
finished, in progress, late, or not started.

1. Open the Process Owner dashboard.

2. On the dashboard toolbar, click Data Settings .
3. On the Data Settings panel of the dashboard, select the process instance that was created for
this S&OP cycle.
4. In your dashboard, review the data in the following widgets:
l Activities: The percentage of late activities and on-time activities that are not started in the
selected process instance.
l Late Performers: The percentage of late activities, by performer, in the selected process
instance.
5. To view detailed information, click a pie segment.

7. Schedule the executive S&OP meeting

Ensure that all prerequisite activities have been completed, and then schedule the executive S&OP
meeting.

8. Conduct the executive S&OP meeting

You can conduct the meeting to present executives with alternate S&OP plans in order to approve the
one that best meets company objectives.
You can use the Conduct the Executive S&OP meeting task flow to review alternate S&OP plans and
assumptions, choose the S&OP plan that best meets company objectives, and accept the selected
S&OP plan.
l Open the Conduct the Executive S&OP meeting task flow.

9. End the S&OP cycle

Before ending the S&OP cycle, check the Collaboration Center for a notification that the approved
S&OP plan has been committed.
After the demand planner has committed the approved S&OP plan into the S&OP Candidate scenario,
the new S&OP plan must be published. When you publish the plan, the scenario that represents it is
committed into the S&OP Intermediate scenario, the previous version of the Current S&OP scenario is
archived, and then the Current S&OP scenario is updated.

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 1. From the side bar, open the Resources panel. To show only forms, set the resource type to
Tasks > Forms. For more information, see "Sales and Operations Planning forms" on page 187.
2. Hover over Publish S&OP Plan, and on the resource card, select Open.
3. In the Publish the S&OP dialog box, select the scenario you want to commit and the group you
want to notify, and then enter the subject and message.
4. Click OK.

10. Finish the S&OP process instance

Once all the activities in the process instance that was created to monitor the activities in the current
S&OP cycle are complete, the process instance status must be changed to Finished.

1. From the Resources panel, open the Process Activities workbook.

2. On the workbook toolbar, switch to the Gantt view to display a tree view of the activities.
3. If the worksheet shows multiple instances, select a process instance in the Process Instance
column. Or, filter the worksheet to focus on a specific instance.
4. On the workbook toolbar, click Process Instance Properties .
5. In the Edit Process Instance dialog box, select a status from the Status list.
6. Click Update.

S&OP High Level Process - Executives task flow

1. Review the Executive dashboard
The Executives dashboard displays the corporate metrics that affect your company, in the following
widgets:
l Revenue summarizes the revenue for actual orders and forecast by period.
l Margin % summarizes the difference between revenue and cost of goods sold by period and
expresses it as a percentage of revenue.
l Key Constraint Utilization displays the key constraint load by period and expresses it as a
percentage of the available load.
l Ending Inventory Value summarizes the value of the projected ending inventory at the end of
each period.
l OTD to Request displays the order lines that are available on or before their request date by
period, expressed as a percentage of the total number of lines for the period.

2. Review the Corporate Metrics scorecard

Using a scorecard, you can compare and evaluate alternate S&OP plans against the annual plan for the
key corporate metrics.

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 1. Open the Corporate Metrics scorecard.
2. On the scorecard toolbar, click .
3. Click Scenarios and click + Add Scenario.
4. Select the S&OP Candidate and any other scenarios that represent alternate S&OP plans.
5. The scorecard immediately begins recalculating results.
6. Evaluate the impact of the simulated changes against the metrics in the scorecard.

3. Participate in the executive S&OP meeting

Participate in the meeting to present executives with alternate S&OP plans in order to approve the one
that best meets company objectives.

Sales and Operations Planning resources

This section outlines all of the available resources for the RapidResponse Sales and Operations Planning
application:
l Dashboards
l Hierarchies
l Forms
l Widgets
l Workbooks

Sales and Operations Planning dashboards

The following dashboards are included with the RapidResponse Sales and Operations Planning
application.

Dashboard Description

Executive This dashboard reports:

l Corporate Metrics

Process Owner This dashboard reports:

l Process Owner Metrics
l Corporate Metrics

Sales and Operations Planning forms

The following forms are included with the RapidResponse Sales and Operations Planning application.
For more information on the S&OP process, see "S&OP High Level Process - Process Owner task flow"
on page 182.

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 Form Description

Finish Activity Updates the status of your tasks to provide the S&OP process owner with up to date
information on the progress of the S&OP cycle.

Insert Model Set and Creates sets of forecast models to include when determining the best forecast model using
Method BestFit.

Insert R Parameter Inserts R parameters for statistical forecasting.

Manage Primary S&OP Select, create, or remove a primary S&OP scenario, and specify the name of the current S&OP
Scenario scenario.
The primary scenario is used by the Process Owner to start the S&OP cycle, and as part of the
Publish S&OP cycle to update the current S&OP scenario with the latest approved S&OP data.
For more information, see "Sales and Operations Planning scenarios" on page 159.

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