Quick Introduction to Oracle Value Chain Planning in Oracle Cloud

In this section you review and override a forecast and then you lock the forecast to prevent any further changes.

1. Launch Demantra Collaborator Workbench from the EBS launch page or directly via the Demantra Collaborator Workbench URL.



2. Log into Demantra using the provided User ID and Password for Demand Management.



3. Collaborator Workbench provides a launch point to worksheets as well as a list of Tasks and Key Performance Indicators.



4. Open the Vision Waterfall Analysis Product Category & Org worksheet from the My Worksheets list.



5. The Vision Waterfall Analysis Product Category & Org worksheet is used to analyze forecast accuracy.
   

   

6. Expand Handheld Computers and PDAs and select the TST:D2:Seattle Distribution Center.
   You will notice that the Forecast % Error chart on the bottom right shows a flip from negative errors to positive errors.
   

   

7. To further investigate this, drill into the individual items within the Handheld Computers and PDAs Product Category for this Distribution Center.
   Right Click on TST:D2:Seattle Distribution Center under Handheld Computers and PDAs and choose Open.

   

8. This opens the Demand Analysis Item and Org worksheet.



9. Expand the item AS65103 and select the TST:D2:Seattle Distribution Center.
   Notice the decline in the forecast for this product.
   Scroll down to see the end of history and the beginning of the forecast.
   You will see that there is a note on the first week of the forecast.



10. Right-click on any cell with a note indicator and choose Notes.



11. Review the note and click the Close button.



12. Highlight the series % Change to Base for the desired range of future forecast dates. You do this by clicking on the first cell in the range and then holding down the Shift key on the keyboard and clicking on the last cell in the range.
    

    

13. Right-click and choose Edit Cells



14. Enter 30 and click the OK button.



15. Notice that the forecast for the highlighted dates is now increased by 30%.



16. Click the Save icon on the toolbar to save your changes.
17. To lock the forecast to prevent additional user changes for the month of January 2016, click on the Final Approval checkbox for each of the weeks in January 2016.
    Notice how each cell becomes uneditable as soon as you check Final Approval.



18. You can undo the approvals by unchecking the Final Approval checkbox or clicking the Save icon on the toolbar to save them.

In this section you receive a task requesting you to review and modify the demands for a Configure-to-Order model based on field input..

1. Return to Collaborator Workbench to review any pending tasks.
2. Scroll down to My Tasks.
   Review the task from user Analyst1 and click on the link in the message body.



3. Clicking the link automatically opens a Configure to Order worksheet.
   Scroll down to the week of October 5, 2015.



4. Based on the information provided in the task, enter a Base Override of 65 for the week of October 5, 2015 for the base item ISAT000. Notice that this change is propagated to the underlying option classes and options.



5. Next, enter an override for the Planning Percentage (Plng Pct Override) of 150 for the options IS30200 and IS30202. Notice the change in the Forecast Dependent Demand.



6. Click the Save icon on the toolbar to save your changes.

Let's start by reviewing the performance of past promotions to understand the most effective promotional price points and promotional activities. We can then use what we learn as input to planning future promotions.

1. Launch the Trade Analyst Dashboard from the EBS launch page. This is part of the Advanced Planning Command Center (APCC).



2. The Performance Overview tab on the Trade Analyst dashboard provides a graphical representation of the impact of historical promotions. It shows the base and incremental volume overlaid with the regular and promoted prices. This provides insight on the effect different price points have on volume.



3. The Promotion Effectiveness tab on the Trade Analyst dashboard shows the impact that combined promotional tactics and price decreases have had in the past. We can use this information in our planning to determine the most effective combination of promotion tactics and price decreases.



4. The Top/Bottom Performers tab on the Trade Analyst dashboard highlights the best and worst performing past promotions based on a number of Key Performance Indicators. We can use this information in our planning to run more of the better performing promotions and to eliminate repeating any of the poor performing promotions.



5. The Promotion Detail tab on the Trade Analyst dashboard provides detail information about promotions.



6. The Lift Decomposition tab on the Trade Analyst dashboard highlights the overall impact that promotions have had. The chart breaks down the total promotional value into the following components:
• Base Event Value - Base sales during the promotion. This represents the sales that would occur even if the promotion was not run.
• Promotional Pre-Post Effect Value Forecast - Reduction in revenue before or after a promotion. Typically due to pantry loading or forward buy.
• Promotional Cannibalization Value Forecast - Reduction in revenue to a non-promoted product as the result of a promotion.
• Promotional Net Incremental Value Forecast - Promotional incremental value adjusted for cannibalization and pre-post effect.

Next let's see how we are tracking overall for the set of customers that we are responsible for and, specifically, how ValueChoice is contributing to the overall plan.

1. Launch Demantra Collaborator Workbench from the EBS launch page or directly via the Demantra Collaborator Workbench URL. This activity uses the Demantra Predictive Trade Planning (PTP) product.



2. Log into Demantra using the provided User ID and Password for trade planning.



3. Collaborator Workbench provides a launch point to worksheets as well as a list of Tasks and Key Performance Indicators.



4. Open the Trade Analyst Dashboard from the My Worksheets list.



5. The Trade Analyst Dashboard let's us see how we are tracking for the set of customers that we are responsible for.
   We can see that we have an overspent situation with Goodway on the Brand Development Fund (BDF).
   We can see that based on our current projected sales we are going to fall short of our quota for the year.
   Based on the historical actuals and future projections, we are going to come in below quota for ValueChoice in the Beverage category.
   Since we have funding available we should plan some additional promotions to increase future sales in order to meet quota.



6. Open the Promotion Planning Calendar from the Trade Analyst Dashboard as follows:
   1. Select ValueChoice in the Beverages section.
   2. Click on the Open icon on the toolbar for Retailer or right-click on ValueChoice and select Open.

   

7. The Promotion Planning Calendar provides a calendar view of promotions.
   Make the following selections:
   • Company = World Brands
   • Retailer = ValueChoice
   • Category = Beverages
   • Brand = Fizz

   

8. You can use the horizontal scroll bar at the bottom of the calender to view the full time range available.
   You can zoom in and out to look at daily, weekly, or monthly views by clicking the plus and minus icons on the right-side of the calendar.
   You can hover your mouse over promotions to see more detail.
   

   

   You can double-click on a promotion to view or edit it.
9. Since we have funding available and we want to increase our sales at ValueChoice, let's create a new promotion.
   Select a row for the Fizz 2 liter Promotion Group and either double-click under 11/30/15 or click on the New Promotion icon in the toolbar.



10. The details of the new promotion will default based on what was currently selected in the calendar when you launched the New Promotion action.



11. Enter a name (Member Description) for the new Promotion.



12. The Population is defaulted based on what was currently selected in the calendar when you launched the New Promotion action. Click on the Edit button to make changes to this.



13. The Edit Population screen allows you to change the customers and products included in the promotion.
    In this example, you must select one and only one Retailer and at least one Promotion Group. The other levels displayed are optional.
    In this case we want to select:
    • Retailer = ValueChoice
    • Category = Beverages
    • Brand = Fizz
    • Promotion Group = Fizz 2 liter
    When done click the Finish button.



14. Complete the remaining information as follows:
    • Performance Dates - Start = November 30 2015
    • Performance Dates - End = December 6, 2015
    • Start Ship = November 23, 2015
    • End Ship = November 29, 2015
    • Scenarios = Sandbox
    • Consumer Promotion = N/A
    • Promotion Plan = ValueChoice Beverage Plan
    When done click the Create button.



15. The worksheet will refresh and the newly created promotion will be displayed on the calendar.



16. Enter the following information for the new promotion using the table below the calendar:
    • Promotion Tactics = Feature Only
    • % ACV Promotion = 70
    • Shelf Price = 1.29
    • Off Invoice UOM = 0.10

    

    Click the Save icon on the toolbar to save your changes.
    Click the Rerun icon the toolbar to refresh the worksheet.
17. In this example, promotions on the calendar are color-coded based on their tactic. The new promotion is shown in green since it is a Feature Only.
    The Vehicle Cost has been defaulted based on the Retailer Profile for ValueChoice.
    The promotion has a Base Volume but no Incremental Volume. The Base Volume represents the expected sales volume in the absence of any promotional activity. The Incremental Volume represents the predicted additional volume as a result of the promotion. In order to predict the Incremental Volume you must run a simulation.



18. Click on the Simulate icon on the toolbar to run a simulation.
    Clicking on the right-side of the icon displays the simulation settings and allows you to change them.
    

    

    
    Clicking on the left-side of the icon runs the simulation in one-click using the saved settings without displaying any prompts.
19. When the simulation is complete, a message will be displayed.
    Click Yes to rerun the worksheet and display the results of the simulation.



20. The promotion now includes the predicted Incremental Volume and Lift.



21. We can drill deeper into the Incremental Volume to understand the overall impact that this promotion will have.
    Select the promotion in the calendar and then either:
    Click on the Open With icon on the toolbar and select Promotion Effect or right-click on the promotion and select Open With => Promotion Effect.





22. The Promotion Lift Decomposition - Manufacturer View shows that this promotion will cannibalize (steal volume) from two other products in our portfolio (Fit 64oz and Fizz 20oz). It also shows a reduction in sales in the weeks before and after the promotion (Pre Post Sales).
    

    

    The chart shows the Net Incremental Sales that the promotion will generate after adjusting for the cannibalization and pre-post effect.
    

    

    The Promotion Lift Decomposition - Retailer View expands on the Manufacturer View by including competitive products to evaluate the impact on the overall category. In addition to the cannibalization of the manufacturers own products and the pre-post effect on the product being promoted, this includes brand switching from competitive products.
    

    

    Note: This analysis requires the availability of sales demand for competitive products.
23. Since this looks like a good promotion to run, lets change the promotion status from unplanned to planned and specify how we are going to fund it.
24. Return to the tab for the Promotion Planning Calendar.
25. Enter the following information for the promotion using the table below the calendar:
    • Event Status = b. Planned
    • MDF Allocation % = 50 (to split the cost between the Market Development Fund and the Brand Development Fund)

    

    Click the Save icon on the toolbar to save your changes.
26. Return to the tab for the Trade Analyst Dashboard.
27. Click the Rerun icon the toolbar to refresh the worksheet.
    By adding the new promotion, you've increased your projected sales for ValueChoice and gotten closer to meeting your quota!



28. To logout, return to Collaborator Workbench and click on Logout in the upper right.

At this point you are meeting with ValueChoice to review the plan.
Note that this section of the demo can be done on a mobile device such as an iPad.
This activity uses the Demantra Anywhere component that is available with all Demantra modules.

1. Access Demantra Anywhere using the provided URL.
2. Log into Demantra Anywhere using the provided User ID and Password for trade planning.



3. Open the Promotion Planning Worksheet to review your overall promotion plan for ValueChoice.



4. Select ValueChoice and click the Next button.



5. Select Beverages and click the Next button.



6. Select Fizz and click the Next button.



7. Select all the Scenarios by clicking the Select All button and then clicking the Finish button.



8. You can review details about all the promotions that have been run at ValueChoice as well as the ones planned in the future.
   You can click on the Methods icon to create new promotions and edit existing promotions.
   You can click on the Simulation icon to simulate the effect of promotions after making changes.
9. Change the Scenario selection to Sandbox to review your proposed promotions with ValueChoice.



10. ValueChoice agrees to run the Holiday Sale, Super Savings, and Winter Savings promotions. So change the Event Status for these three promotions to d. Committed.



11. Click on the Save icon on the toolbar to save your changes.
12. Click on the Close icon on the toolbar to close the worksheet.
13. Open the Retailer Summary by Category worksheet to see what the impact is of adding these promotions.



14. Select Beverages and click the Finish button.



15. As a result of adding these promotions, the projected sales for ValueChoice has increased and you are even closer to obtaining your quota!



16. To logout, click on Logout in the upper right.