FP_business_requirement_v2.1 [IBM—华供应链全套方案].doc

2001 i2 technologies, proprietary and confidentialtmpm release 5.1 the information contained in this document is copyrighted and all rights are reserved by i2 technologies, inc. this document may not, in whole or in part, be translated, copied, printed, photocopied, or reduced to any electronic medium or machine-readable form without prior consent, in writing, from i2 technologies, inc. the information in this document is subject to change without notice. i2 technologies, inc. assumes no responsibility for any errors that may appear in this document. all company and product names mentioned in this document are the trademarks or registered trademarks of their respective companies. i2 technologies and logo design is a registered trademark of i2 technologies, inc. tradematrix is a registered trademark of i2 technologies. huawei technologies isc / aps project business release 1 business requirements fp revision 2.1/ 2 aug, 2002 2001 i2 technologies, proprietary and confidentialtmpm release 5.1 the information contained in this document is copyrighted and all rights are reserved by i2 technologies, inc. this document may not, in whole or in part, be translated, copied, printed, photocopied, or reduced to any electronic medium or machine-readable form without prior consent, in writing, from i2 technologies, inc. the information in this document is subject to change without notice. i2 technologies, inc. assumes no responsibility for any errors that may appear in this document. all company and product names mentioned in this document are the trademarks or registered trademarks of their respective companies. i2 technologies and logo design is a registered trademark of i2 technologies, inc. tradematrix is a registered trademark of i2 technologies. table of contents the as-is process. 5 purpose 5 overview of operations. 5 overview of business process 5 mds. 8 mps. 8 purchasing. 10 manufacturing plan. 10 business scenarios. 11 business scenario detail: 1. material assignment according to demand priority12 business scenario detail: 2. pto and poc should be delivered and planned together.13 business scenario detail: 3. multiple pto with same ship date. 14 business scenario detail: 4. account for shipment time (outside fp function)15 business scenario detail: 5. reserve material and capacity for tier1 orders 16 business scenario detail: 11. manual enter the bom (not supported). 16 business scenario detail: 12. alternate part function.17 business scenario detail: 13. eco19 business scenario detail: 14. ai phase in and phase out .20 business scenario detail: 15. different attribute for part in 2001 i2 technologies, proprietary and confidentialtmpm release 5.1 the information contained in this document is copyrighted and all rights are reserved by i2 technologies, inc. this document may not, in whole or in part, be translated, copied, printed, photocopied, or reduced to any electronic medium or machine-readable form without prior consent, in writing, from i2 technologies, inc. the information in this document is subject to change without notice. i2 technologies, inc. assumes no responsibility for any errors that may appear in this document. all company and product names mentioned in this document are the trademarks or registered trademarks of their respective companies. i2 technologies and logo design is a registered trademark of i2 technologies, inc. tradematrix is a registered trademark of i2 technologies. bom. 21 business scenario detail: 16. plan based on order bom.22 business scenario detail: 17. r&d material requirement (outside fp function)23 business scenario detail: 18 material planning for poc forecast . 24 business scenario detail: 21. large quantity small value item management (outside fp function).24 business scenario detail: 22. safety stock.26 business scenario detail: 23. inventory details & status.27 business scenario detail: 24. output factory location for po, poc only consume from same location poc.28 business scenario detail: 31. suggest pr for non-critical parts 30 business scenario detail: 32. vendor allocation.31 business scenario detail: 33. blanket po and finite capacity supplier 32 business scenario detail: 34. vmi and jit parts33 business scenario detail: 35. po for import items arrive in hk 34 business scenario detail: 41. minimum utilization required for subcontractors 36 business scenario detail: 42. maintain even (minimum) utilization of resource. 37 business scenario detail: 43. schedule work orders for portion of ai forecast. 38 2001 i2 technologies, proprietary and confidentialtmpm release 5.1 the information contained in this document is copyrighted and all rights are reserved by i2 technologies, inc. this document may not, in whole or in part, be translated, copied, printed, photocopied, or reduced to any electronic medium or machine-readable form without prior consent, in writing, from i2 technologies, inc. the information in this document is subject to change without notice. i2 technologies, inc. assumes no responsibility for any errors that may appear in this document. all company and product names mentioned in this document are the trademarks or registered trademarks of their respective companies. i2 technologies and logo design is a registered trademark of i2 technologies, inc. tradematrix is a registered trademark of i2 technologies. business scenario detail: 44. resource grouping for production planning. 39 business scenario detail: 45. multiple parallel resources.40 business scenario detail: 46. ato customized routiing41 business scenario detail: 47. finite capacity planning rule.42 business scenario detail: 48. coordinate work orders for finished ai and semifinished ai.44 business scenario detail: 51. ai work order consolidation rule. 45 business scenario detail: 52. release work-order with material shortage.46 business scenario detail: 53. release the wo rules 47 business scenario detail: 54. check software and documents before work order release.48 business scenario detail: 55. wip tracking.49 business scenario detail: 61. scheduling rule50 business scenario detail: 71. schedule frozen period51 business scenario detail: 72. add urgent orders (out of scope) 51 business scenario detail: 81. reporting.53 business scenario detail: 82. plan change kpi.54 business scenario detail: 83. track factorys execution adherence to the schedule54 revision history. 55 major changes since last revision56 2001 i2 technologies, proprietary and confidentialtmpm release 5.1 the information contained in this document is copyrighted and all rights are reserved by i2 technologies, inc. this document may not, in whole or in part, be translated, copied, printed, photocopied, or reduced to any electronic medium or machine-readable form without prior consent, in writing, from i2 technologies, inc. the information in this document is subject to change without notice. i2 technologies, inc. assumes no responsibility for any errors that may appear in this document. all company and product names mentioned in this document are the trademarks or registered trademarks of their respective companies. i2 technologies and logo design is a registered trademark of i2 technologies, inc. tradematrix is a registered trademark of i2 technologies. required approvals 56 the as-is process purpose the business requirements document captures the as-is process, identifies improvement opportunities and defines the to-be process. it also documents business scenarios that describe the workflow and business processes that the software solution should address. it elaborates on the available inputs, required processing (including timing and frequency considerations) and the required outputs. each scenario in turn helps in defining what solution features would be required. the document is a supporting tool to decide on the features and functionality needed in the solution. the use case scenarios are later used to validate and accept resolved issues. the document should be used at the start of the solution architecture phase, and continually reviewed throughout the implementation, as more information becomes available. overview of operations overview of business process at hw the planners of different department are in charge of materials planning. and the planners only plan the products for their own department. all the 2001 i2 technologies, proprietary and confidentialtmpm release 5.1 the information contained in this document is copyrighted and all rights are reserved by i2 technologies, inc. this document may not, in whole or in part, be translated, copied, printed, photocopied, or reduced to any electronic medium or machine-readable form without prior consent, in writing, from i2 technologies, inc. the information in this document is subject to change without notice. i2 technologies, inc. assumes no responsibility for any errors that may appear in this document. all company and product names mentioned in this document are the trademarks or registered trademarks of their respective companies. i2 technologies and logo design is a registered trademark of i2 technologies, inc. tradematrix is a registered trademark of i2 technologies. planning processes are separately. the whole process is: a. gathering and process all demands with mds b. generate mps c. run mrp and scheduling d. process wo and pr e. execute wo and pr accept contract makc ccp enter order make ccdp match resouce release w/o execute w/o capture order capture fcst capture in-dmt develop mds develop mps run mrp process sa w/o process pr execute sa w/o execute pr shortage message availability message 2001 i2 technologies, proprietary and confidentialtmpm release 5.1 the information contained in this document is copyrighted and all rights are reserved by i2 technologies, inc. this document may not, in whole or in part, be translated, copied, printed, photocopied, or reduced to any electronic medium or machine-readable form without prior consent, in writing, from i2 technologies, inc. the information in this document is subject to change without notice. i2 technologies, inc. assumes no responsibility for any errors that may appear in this document. all company and product names mentioned in this document are the trademarks or registered trademarks of their respective companies. i2 technologies and logo design is a registered trademark of i2 technologies, inc. tradematrix is a registered trademark of i2 technologies. the bill-of-materials for a typical huawei sales order item is as in the following figure: note that pto at the top of the bom is a packing process, and does not have any routing. the sales order line item will be at ato level. smt factory is in the bts mode, producing according to forecast. there is a smt inventory warehouse for smt boards. ato factory perform the final assembly and testing pto ato_2 ato_1 smt_1 smt_2 other items raw_1 raw_2 raw_3 pto: pack to order no manufacturing order between ato and pto. no routing. ato: assemble to order routing includes mainly final assemble and final test operations smt: circuit board make to stock. routing has around 10 operations raw: procured raw material poc routing_ato routing_smt 2001 i2 technologies, proprietary and confidentialtmpm release 5.1 the information contained in this document is copyrighted and all rights are reserved by i2 technologies, inc. this document may not, in whole or in part, be translated, copied, printed, photocopied, or reduced to any electronic medium or machine-readable form without prior consent, in writing, from i2 technologies, inc. the information in this document is subject to change without notice. i2 technologies, inc. assumes no responsibility for any errors that may appear in this document. all company and product names mentioned in this document are the trademarks or registered trademarks of their respective companies. i2 technologies and logo design is a registered trademark of i2 technologies, inc. tradematrix is a registered trademark of i2 technologies. when huawei receives the order. in simple words, planning at the ato level is ato. the planning at the smt level is mts. atos are unique to customers whereas smts are not. thus, multiple unique atos share common smt. mds in mds phase, planners gather all the forecasts first. then they will check and adjust the forecasts. after confirm the forecasts, the planners gather all the demands together, that mainly coming from the following four ways a. demands from marketing plan department b. demands from the business department (real sales orders) c. internal demands between different departments d. independent requirements from different departments after this phase, planners know all the demands that needed to be planned. mps to generate mps, planners first generate a mps plan and get the relation reports. then they adjust the mps result before sending to te planning manager for approval. after the planning manager confirmed the mps result, the planners need to maintain the new mps plan. then the mrp scheduling plan is generated. when adjusting the mps plan, the planners consider the five factors below: a. version change b. the capacity constrain of the key resources c. the requirements change from the marketing, and changes in internal requirements 2001 i2 technologies, proprietary and confidentialtmpm release 5.1 the information contained in this document is copyrighted and all rights are reserved by i2 technologies, inc. this document may not, in whole or in part, be translated, copied, printed, photocopied, or reduced to any electronic medium or machine-readable form without prior consent, in writing, from i2 technologies, inc. the information in this document is subject to change without notice. i2 technologies, inc. assumes no responsibility for any errors that may appear in this document. all company and product names mentioned in this document are the trademarks or registered trademarks of their respective companies. i2 technologies and logo design is a registered trademark of i2 technologies, inc. tradematrix is a registered trademark of i2 technologies. d. the planning percentage is not accurate, cause the demands are not mapping well with the history data e. other things such as basic data not accurate, the planning attribute not correct and special orders etc. planners schedule mps 001 mds data planning manager gather report 002 reporters check mps 004 006 schedule mrp adjust mps 003 output 005 maintian mps mrp scheduling result 2001 i2 technologies, proprietary and confidentialtmpm release 5.1 the information contained in this document is copyrighted and all rights are reserved by i2 technologies, inc. this document may not, in whole or in part, be translated, copied, printed, photocopied, or reduced to any electronic medium or machine-readable form without prior consent, in writing, from i2 technologies, inc. the information in this document is subject to change without notice. i2 technologies, inc. assumes no responsibility for any errors that may appear in this document. all company and product names mentioned in this document are the trademarks or registered trademarks of their respective companies. i2 technologies and logo design is a registered trademark of i2 technologies, inc. tradematrix is a registered trademark of i2 technologies. purchasing purchasing forecast there are two types of purchasing forecast, one is weekly forecast, and the other is monthly forecast. weekly forecast covers three months purchasing forecasts. the materials are mainly locally supplied. and the purchase lead time are relatively short. some examples are packaging materials, pcb etc. monthly forecast covers nine months purchasing forecasts. special materials are only purchased when the real sales orders are received. the max/min method allows max and min inventory for the materials. when the materials inventory is lower then the min value, they will be purchased use the following formula: purchase quantity = max inventory po (time based) + required quantity of sales order (time based) manufacturing plan the planners generate the production reports using the manufacturing data of the first three weeks. planner only releases the manufacturing orders that begin in the next two days in the manufacturing execution system. normally planners only release work orders when the materials of work order are all ready in the inventory. but in some urgent cases, they also release the work order even when not all the materials are all ready. the shortage material may be arriving within the following two days. 2001 i2 technologies, proprietary and confidentialtmpm release 5.1 the information contained in this document is copyrighted and all rights are reserved by i2 technologies, inc. this document may not, in whole or in part, be translated, copied, printed, photocopied, or reduced to any electronic medium or machine-readable form without prior consent, in writing, from i2 technologies, inc. the information in this document is subject to change without notice. i2 technologies, inc. assumes no responsibility for any errors that may appear in this document. all company and product names mentioned in this document are the trademarks or registered trademarks of their respective companies. i2 technologies and logo design is a registered trademark of i2 technologies, inc. tradematrix is a registered trademark of i2 technologies. business scenarios introduction: based on the interview questions and discussions with bu process owners and factory schedulers, various business scenarios that represent fps business requirements have been compiled. this document will be a live document and will get updated with more details on the existing scenarios and also new scenarios and requirements will be included as the project goes though conceptual design and solution architecture. 2001 i2 technologies, proprietary and confidentialtmpm releas