QAD Planning and Scheduling Workbenches Enhancements Strategy Review

QAD Planning and Scheduling Workbenches: Enhancements & Strategy Review Carianne Nieuwstraten, QAD Product Manager MWUG, March 20, 2012

QAD Planning and Scheduling Workbenches: MSW/PSW Agenda • MSW/PSW Benefits and Value • Enhancements Review • Strategy Review 2

QAD Planning and Scheduling Workbenches: MSW/PSW Master & Production Scheduling Objective • Establish an item’s most optimum build schedule that meets customer demand. - Measurements : • Improved Customer Service - On time deliveries - Reduced back orders • Improved and Reduced Inventories - Inventory turns - Reduced inventory investment • Stable Manufacturing Schedule - Increased production efficiency - Reduced set up costs/time - Reduced overtime costs 3

QAD Planning and Scheduling Workbenches: MSW/PSW Master Scheduler’s Challenge Executives Finance ROI must improve; the stockholders are not happy! There’s too much cash tied up in inventory! Manufacturing There are too many changes! Provide fixed schedules and the correct parts and delivery will improve. Engineering Sales There’s a new product introduction scheduled for the fall! But we need more time for design! Service levels are down. I need more inventory! Whatever it takes to keep the customer happy! 4

QAD Planning and Scheduling Workbenches: MSW/PSW Production Scheduler’s Challenge Manufacturing Finance Labor / machine resources not available for 2 nd shift – what are you going to do about this? High variances to “plan” (extra setup, downtime, labor), you need to optimize your production schedule. Sales Materials Drops in a new high priority order due tomorrow, which order can be moved? You can’t change the schedule on short notice and expect the materials to be available. 5

QAD Planning and Scheduling Workbenches: MSW/PSW Planning & Scheduling Challenges 6

MSW – Master Scheduling Workbench Capacity Frame Displays capacity information per selected resource in the Schedule Grid - Balance your planned and required capacity. Schedule Grid The primary context of the workbench. - View and modify your production schedules for each item. Supply/Demand Frame Provides demand & supply information per selected item in the Schedule Grid. - Primary information used for scheduling decision making. 7

MSW – Master Scheduling Workbench Supporting Panels Enables master scheduling action and decision making. Represents over 30 maintenance programs and reports! 8

PSW – Production Scheduling Workbench Production Order Browse Search & group data per user specification Production Order Sequence Grid Schedule and sequence production orders by item attributes - Drag & Drop the orders to the desired position on the Sequence Grid. Production Order Maintenance View and maintain all order details 9

QAD Planning and Scheduling Workbenches: MSW/PSW Click For Next Point Tying It Together Months-Weeks-Days Master Scheduling Days Day-Shift-Intervals Production Scheduling Release To shop Floor Execution Master Schedule Workbench (MSW) Production Scheduling Workbench (PSW) Component Available Check (CAC) Create a master schedule balanced to Supply /Demand /Resources • • • Maximize production efficiency through schedule optimization Release to production with verification of available materials Avoid costly downtime Reduce costly expedites Reduce late customer shipments 10

Customer: Cascade Engineering – Multi-business manufacturer (automotive, commercial truck & bus, solid waste & recycling, home & office) – Leading provider of engineered plastics systems and components (plus growing number of sustainability-focused products and services) – Headquartered in Grand Rapids, MI, USA – 7 Manufacturing Facilities in NA – 1 Manufacturing Facility in Europe – QAD 2008 SE, repetitive Pain Points – Capacity visibility – Schedule changes Live – Two plants; first plant live: April 10, 2011 – Roll out to 4 plants in next 4 months 11

Customer: Superior Essex – A global leader in the design and manufacture of copper and aluminum round and rectangular magnet wire used in motors and transformers – Headquartered in Fort Wayne, Indiana, USA – 2008 SE, discrete Pain Points – No master scheduling process in place – Limited to no capacity visibility – Homegrown scheduling system Live – First plant: February 10, 2012 – Roll out to 5 more plants in next 6 months 12

New Workbench Enhancements 13

QAD Planning and Scheduling Workbenches: MSW/PSW 1. EAM Order Visualization • Business Scenario: Maintenance department needs to schedule maintenance for a machine/line. Might impact production plan. • Planner Objective: Understanding of maintenance plans ahead of time allowing Planner to communicate with maintenance department to schedule best date/time for maintenance with minimal impact on production plan, where possible. 14

QAD Planning and Scheduling Workbenches: MSW/PSW Visualize EAM Orders Created EAM Orders Scheduled • No WB • Visualization visualization • No consumption of WB capacity on WB • No impact to capacity on WB Maintenance work starts Order Closed • Scheduler • No change on WB can see work is complete and see history if desired 15

QAD Planning and Scheduling Workbenches: MSW/PSW EAM Detail | Summary - Details Repair Tech Schedules (firms) EAM order WB alerts scheduler request for acceptance Scheduler reviews EAM Repair Order Scheduler speaks with Repair Tech if there is a conflict Repair Tech makes changes to order as needed 16

QAD Planning and Scheduling Workbenches: MSW/PSW EAM Detail | Date/Time I can see the planned start and end time and estimated down time impact If this is not acceptable, I can speak with Maintenance Dept. to reschedule it! 17

QAD Planning and Scheduling Workbenches: MSW/PSW EAM Detail|Resource Relationships I can visualize the relationship of the production line to the work centers. 18

QAD Planning and Scheduling Workbenches: MSW/PSW 2. Co-By-Product Support • Business Scenario: Process generates more than one product - examples: - Injection molding - Metal stamping • Planner Objective: Manage the various products as a joint structure. 19

QAD Planning and Scheduling Workbenches: MSW/PSW 2. Co-By-Product Support • Solution: - Integration of existing standard co-by-product capabilities into MSW/PSW - …. with additional benefit that coby functionality can now also be leveraged in repetitive environments when using the workbenches 20

QAD Planning and Scheduling Workbenches: MSW/PSW 2. Co-By-Product Support 21

QAD Planning and Scheduling Workbenches: MSW/PSW 3. Product Structure Filter • Business Scenario: Customer increases demand for end item already scheduled for particular due date; multiple BOM levels - Causes schedule increase for end item - May require increase of one or more lower assembly schedules to meet short-term demand increase • Planner Objective: Quickly gauge impact of demand increase/change across all BOM levels 22

QAD Planning and Scheduling Workbenches: MSW/PSW 3. Product Structure Filter 23

QAD Planning and Scheduling Workbenches: MSW/PSW Availability and Documentation • Workbenches – General: - e. B 2. 1 SP 4 and Up, add-on - 2010. 1 EE+, core • Availability – New Enhancements - 2012 EE except for coby - EE Package – target: mid-April - SE Package – target: mid/end of May • Documentation - Install, user and training guides 24

Vision/Strategy 25

QAD Planning and Scheduling Workbenches: MSW/PSW Vision Load-Leveling Constraint-Based Master Scheduler Material Plan Finite Capacity Production Scheduler Material Requirements Planning Master Scheduling Workbench Master Schedule Production Scheduling Workbench 26

QAD Planning and Scheduling Workbenches: MSW/PSW Business Drivers • Are tied to the goals of the Master Scheduler being: - Create a level schedule • Level by Volume and Mix - Load, Setup, other - Meet customer delivery expectations • Make to Order, Make to stock, Manage Backlog - Business Interests • Manage Inventory, (Safety Stock, Seasonal, Customer service levels, Buffer) • Manage Number of Setups • Customer/Item Priorities • Reduce expediting, overtime, etc. • Other 27

Planning / Scheduling MPS Leveling Calculation Calculates a level loaded (constraint based) Master Production Schedule over a user defined period of time for a site or group of production lines. 28

QAD Planning and Scheduling Workbenches: MSW/PSW Vision Load-Leveling Constraint-Based Master Scheduler Material Plan Finite Capacity Production Scheduler Material Requirements Planning Master Scheduling Workbench Master Schedule Production Scheduling Workbench 29

Learn More: www. qad. com/explore 30

QAD Planning and Scheduling Workbenches: MSW/PSW Contact Information • Carianne Nieuwstraten - Phone: 503 -236 -0025 - E-mail: czn@qad. com 31