AA PC PC-based-based P Planning lanning SSystemystem

Reports and FunctionalityReports and Functionality

AutoSchedulerAutoScheduler

Copyright © 2002

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SummarySummary

AutoScheduler™ schedules operations to: Reduce inventory Increase efficiency/productivity Eliminate much planning effort Maximize order fill Ship on-time

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SummarySummary

AutoScheduler™ is a PC-based Planning System that: Deploys inventory Creates transfers Moves orders to best site Understands dependent activities Gathers data from a variety of sources Schedules all activities for a user-specified # of days,

within constraints Meets scheduling goals and customer ship times Uses execution systems to carry out its plan

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Glossary of terms used.Glossary of terms used.

Term• Brand Code (Brand)

• Live load

• LRDT

• Slide Load

• UL

Definition• SKU or item

• Driver stays with shipment – cannot be delayed

• Load Ready Date & Time – When the carrier will pick up the load

• Ship directly from production line

• Unit Load or pallet quantity

Note: Reports contained herein have been “altered” to protect client information

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AutoScheduler deploys AutoScheduler deploys inventory.inventory.

• Based on: Forecast Production schedules History Orders

AutoScheduler looks to see where inventory can best be placed to maximize on-time complete shipments. For example, it may try to keep an assortment of club store product in one site and make sure it has the right mix of products there.

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AutoScheduler creates transfers AutoScheduler creates transfers between buildings or sites to between buildings or sites to balance inventory.balance inventory.

• Based on: Demand (orders) Inventory targets Truck capacity Warehouse capability (is it open?)

To maintain the “mix” of product in any building or fill an order in that site, AutoScheduler will re-deploy inventory. It generally does this by either reports or by writing orders on the execution system.

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For production site, “stock” or “dock” For production site, “stock” or “dock” requirements determine the amount to requirements determine the amount to keep. Balance is shipped elsewhere.keep. Balance is shipped elsewhere.

Item

Keep this amount

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What stock should be moved What stock should be moved into a site is detailed.into a site is detailed.

Site receiving the product

Where product is coming from

Movements are in truckload quantities

(truck is cubed out in this case)

Unit Load (pallet)

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A summary of all product to be A summary of all product to be moved into a site.moved into a site.

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AutoScheduler reports what is AutoScheduler reports what is coming from other sites coming from other sites & & schedules an unloading time.schedules an unloading time.

While it arrives Sept. 30, product is not needed immediately, so AutoScheduler unloads it on Oct. 1, before it is needed.

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AutoScheduler moves excess AutoScheduler moves excess inventory out when it exceeds inventory out when it exceeds maximum levels or when it is maximum levels or when it is needed at another location for needed at another location for orders.orders.

Every move-out has a corresponding move-in report at the receiving site.

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A summary of all product to be A summary of all product to be moved out.moved out.

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Movements are controlled by a Movements are controlled by a number of parameter screens.number of parameter screens.

Move all items of the same SKU together.

Held product is dealt with separately.

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AutoScheduler moves AutoScheduler moves ordersorders to to best site based on...best site based on...

• Availability of inventory• Loading capability, such as people• Warehouse capability (Is it open? Can it handle this

kind of product?)• Truck loading rules• Inventory positions and age

An order may be slated to ship from a location which does not have enough inventory or capability. For example, it is closed. AutoScheduler, under strict rules, will reassign the order to a new location.

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To avoid product expiring, To avoid product expiring, AutoScheduler can be told to move it to AutoScheduler can be told to move it to a place where it will ship.a place where it will ship.

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AutoScheduler moves orders to AutoScheduler moves orders to the best site based on the best site based on inventory age.inventory age.

Here the user has defined Age Bands at 10% & 30%

of product life.

Now

After shipments

% of life left

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Shipments are relocated based on Shipments are relocated based on inventory availability inventory availability && user user preference.preference.

New site has all the product needed.

Preferred site has only slightly less product than original site.

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AutoScheduler projects all AutoScheduler projects all inventory positions into the inventory positions into the future... future...

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……and highlights items which and highlights items which will go out of stock in “Shorts will go out of stock in “Shorts Report”.Report”.

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Stock summary report.Stock summary report.

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Stock requirements by Stock requirements by customer customer && time. time.

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Stock requirements summary Stock requirements summary by building.by building.

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AutoScheduler reports...AutoScheduler reports...

• Operating opportunities (e.g. cross dock)• Warnings (e.g. inventory or resource shortages)• Resource utilization

AutoScheduler provides the user with key reports so he/she can quickly hone in on “important issues”.

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Shipment warnings.Shipment warnings.

Receipt is after shipment date.

May tell what to substitute.

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Missing stock report.Missing stock report.

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Missing inventory puts Missing inventory puts shipments at risk of shipping shipments at risk of shipping incomplete.incomplete.

The shipment is coming in, but places these shipments “at risk” because product arrives after loading begins.

Other sites have the product.

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AutoScheduler reports resource AutoScheduler reports resource usage. Case pickersusage. Case pickers

Problem

Spikes can be moved by AutoScheduler Optimizer

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AutoScheduler reports resource AutoScheduler reports resource usage. Dock doorsusage. Dock doors

Past due items.

Potential capacity problem is looming.

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AutoScheduler reports resource AutoScheduler reports resource usage. Loadersusage. Loaders

Need

Capability

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Inventory availability for a shipment is Inventory availability for a shipment is tracked by case pick and pallet tracked by case pick and pallet availability as well as total inventory availability as well as total inventory over time.over time.

Loading early would miss product here.

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Space used is tracked by area Space used is tracked by area of the warehouse over time.of the warehouse over time.

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AutoScheduler determines orders that can be AutoScheduler determines orders that can be immediately loaded because inventory immediately loaded because inventory && trailers trailers are available are available && shipping early will not disrupt shipping early will not disrupt later shipments.later shipments.

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AutoScheduler understands AutoScheduler understands dependent activities when dependent activities when scheduling.scheduling.

• Loading can’t take place before cases are picked• Picking can’t take place before items are received• Receiving can’t take place before trucks arrive• Scheduling for a user’s specified number of days within

constraints on such items as: People Equipment Space (dock door availability, etc.)

• Maximize the opportunity to load directly from the production line (slide load) by scheduling loading when the needed product is made

• Meet customer ship times 100% of the time

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Shipment schedule report.Shipment schedule report.

Currently active

TS - Transfer shipments created by AutoScheduler

Late

Door is assigned to minimize lift truck travel.

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Inbound schedule report by Inbound schedule report by building.building.

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Inbound summary report.Inbound summary report.

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AutoScheduler parametersAutoScheduler parameters

• Allows configuration of parameters for all activities and capabilities

• Samples are shown in the following pages

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User controls parameters for User controls parameters for such items as slide loading.such items as slide loading.

Allows for long conveyor trips or quality checks.

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Run control parameters.Run control parameters.SampleSample

AutoScheduler maximizes the opportunity for cross docking.

Makes sure shipments leave from door closest to the product.

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Run control parameters.Run control parameters.SampleSample

Defines priority

Allows orders to be moved among facilities.

Schedules receipts just before they are needed.

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AutoScheduler gathers data in a AutoScheduler gathers data in a variety of formats from systems variety of formats from systems that manage an operation.that manage an operation.

• Warehouses (WMS)• Transportation (TMS)• Orders (OMS)• Forecast• Production plan (e.g. ERP schedule)• Automatic storage (ASRS)• Production monitoring (real time production

management and scheduling)

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AutoScheduler checks data AutoScheduler checks data validity. Run control validity. Run control parameters – Data Checksparameters – Data Checks

Checks “freshness” of data.

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Runs on PCRuns on PC

• Windows 98 or better

• Needs fast connections to data sources

• Run time varies with complexity (number of SKU’s // degree of “optimization”

• Traditionally run every 30 minutes

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Contact us for more information.Contact us for more information.

Warehouse Optimization, LLCPhone (615) 791-8000

Email: info@WarehouseOptimization.com