Redwood: Analyze and Replan Backlog and Manage Constraints for Sets Using a New User Experience

Welcome to the demo of the update 25B, analyze and replan backlog and manage constraints for sets using a new user experience in Supply Chain Planning, Backlog Management.

With this feature, you can use the Redwood user experience to simulate the impact of rescheduling your open orders. The backlog analysis page displays your open sales orders, their prior scheduled fulfillment dates, and any planned dates from simulations. A new search bar makes it easier to search and filter demands that meet your criteria, including multiple selections, saved searches, and column filters.

You can also sort sales order demands by any column, including descriptive flexfields. You can review and update the order lines in a ship set or arrival set on the backlog analysis page using the Redwood user experience. You can also view any constraint items in the set that are delaying other items.

Use the integrated view filter and select lines across multiple sets to remove constraint items or make other changes. This will result in enhanced planners productivity and makes the plan analysis easier. This feature also reduces the clicks required to analyze a set and its constraining items and enables relieving constraints for multiple sets in one go.

The demo will show you how you can use backlog analysis page to analyze your backlog plan results. You can identify the issues, take actions to resolve those issues. This demo starts in backlog analysis page.

Notice the search criteria to filter the backlog uses the combination of keyword search and filter chip search which is enabled to the saved search standard item. Notice that a few order lines are planned at infinite time fence and are delayed by 342 days. Planned days of delay is shown in red color. The backlog plan was already run with the default demand priority rule. Let us check the other demand priority rules available in demand priority rules picker.

You can flip the demand priority rule from default rule to an alternate rule and run a quick simulation plan. This may improve the demand satisfaction metrics. To view additional plan input attributes and analyze plan output, you can add more attributes by customizing the columns. To add columns or adjust the column sequence, click on Manage Columns icon.

You can add more columns or sequence the column and create a custom view. You can improve the demand satisfaction by modifying input or output attributes and running simulation plan. To edit input or output attributes, highlight the order lines that are problematic, in this example, delayed by 342 days, and click the Edit icon.

The order attributes drawer is shown. The input attributes is selected by default in the order attribute drawer. You can fulfill a backlog order line from an alternate warehouse or ship from organization.

You can also null out the ship from organization and run simulation. Backlog management will plan the order lines using the optimal requested shipped from organization, and will improve the demand satisfaction optimally. Let's click Cancel to close the drawer.

You can also export the order lines shown in the backlog analysis page and analyze the export data in Excel. Now let us analyze a set order and relieve the constraints from sets directly in backlog analysis page. Click on Saved Search icon.

From the list of available saved search, select Set Demo. Saved search is selected. Now click Apply button to show your backlog order lines based on the filter criteria in the saved search.

Now you can see two set orders based on keyword search and filter chip search. Let us select the View already created to analyze set order. Click on View to select custom view related to set that will help us analyze the set order in detail.

On the list of views, select the view Set Details. The columns required for set analysis are shown. You can hover over the error icon shown in the first column. The arrival set order shows line 1 as the constraining line, which has the error insufficient supply for the demand by the latest acceptable date.

The line 1 off chip set order also has the same issue. The following details is shown for the first line of arrival set order. Item availability date is Jan 19, 2030. Latest acceptable date is Jan 16, 2030. Constraint rank is one. Item availability date field is highlighted in red or most constraining line with constraint rank 1.

Since the item availability date for line 1 is after the latest acceptable date, the entire set order could not be planned. You can scroll to the right to view more attributes used in set analysis.

What is that? You see other important attribute used in constraint analysis. For example, planned date without item is Jan 14, 2030, and improvement potential without item in days is five days. The constraint analysis attributes clearly suggest that we can improve the demand satisfaction by removing the constraining line of both the set orders.

To resolve the constraints, highlight the constraining line of both the set orders. Click on Overflow menu. Select Remove Set action from the Overflow menu. Set name field in the constraining line is now empty.

Now you can run a quick simulation plan to improve the demand satisfaction of both the set orders. Select Run Simulation action from Simulation menu. Batch is shown when the simulation plan run is initiated. Message appears shortly after to indicate that the simulation plan run is in progress. Also, the batch shows simulation run is in progress.

Upon completion of simulation run, the batch changes to completed and confirmation message is displayed. With the successful completion of the simulation run, you can analyze the output as follows.

Plan dates for the set order lines, which shows that both the set orders are planned on time. Also, the planned days of delay fields shows in green and confirms that there is no delay for both the set orders. As the simulation plan results looks good, let's see this results by clicking Save Simulation action under Simulation menu.

Save simulation run is initiated. A save simulation run is in progress. Save simulation run is completed, and the simulation results are saved to the baseline plan in the database.

We can release the backlog plan results for specific order lines. Select order lines for the first set order. From actions menu, you can mark the selected order lines for release. After the arrival set order lines are marked for release, you can release the arrival set order using table-level. Release action is selected, which releases only one set order.

The demo shows that this feature results in enhanced learners productivity and makes the plan analysis easier. Based on this demo, we have also seen that key business benefit of this feature is improving the demand satisfied by relieving the constraints from multiple shipment and arrival set with minimum number of clicks and in a centralized page, without a need to navigate to an additional page.

This completes our demo. Thank you. With this, we conclude this demo. Thank you for listening.