Buker, Inc Management Education and Consulting

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Sales, Demand/Operations Planning

and Master Scheduling Education

Course Contents:

PERSPECTIVE
The role of the sales and operations planning process and master scheduling within an Enterprise Resource Planning and Supply Chain Management process is defined.

DEMAND PLANNING
The development of a demand plan which identifies demand rates by product family is essential for effective top management planning. The role of Sales and Marketing in the top management planning process is defined. In addition, the mechanics to create a demand plan process are explained and the monthly bookings review meeting is discussed.

OPERATIONS PLANNING
Top management’s response to the demand plan is an operations plan which allocates limited business resources to meet the best marketplace opportunities. The operations plan sets the rates of output by product family to meet the demand plan. The operations plan is confirmed at the monthly operations review meeting.

MASTER SCHEDULING
The master schedule is described as the weekly/daily product mix to be produced. The master schedule is presented as the master of all schedules in the business.

MASTER SCHEDULE CONCEPTS & MECHANICS
Key elements in the development of a master schedule are setting time fences, establishing master schedule policies, promising delivery, entering orders, displacing forecast, measuring performance and publishing results. Discussion includes the policies that a company must establish as well as the procedures to operate the master schedule.

RESOURCE REQUIREMENTS PLANNING AND ROUGH CUT PLANNING
Capacity planning, based upon the production plan and master schedule, is presented along with proven techniques to confirm a valid master schedule.

PLANNING BILLS OF MATERIAL
Planning bills of material are presented with a focus on their relationships and importance to effective master scheduling.

MAKE-TO-STOCK (MTS)
The mechanics of the master schedule in a make-to-stock product environment are presented with examples and practice exercises.

DISTRIBUTION RESOURCE PLANNING
The mechanics of the master scheduling process with the addition of distribution inventory are presented with examples and practice exercises.

MAKE-TO-ORDER (MTO) & ENGINEER-TO-ORDER (ETO)
The master schedule as it applies to each environment and the important questions of planning material and capacity is shown through the use of examples and practice exercises.

MANAGING WITH THE PRODUCTION PLAN & MASTER SCHEDULE
An important topic is knowing how to effectively manage the business with the production plan and master schedule.

COMPANY ACTION PROGRAM
All attendees will identify company families and the necessary activities to develop the bookings review and monthly operations review meetings. They also will develop a master schedule for one family.

THIS COURSE IS OFFERED AS
Demand & Operations Planning – 1 day, Master Scheduling – 1 day, and Demand/Operation Planning & MPS – 2 days.

RECOMMENDED AUDIENCE
This course is designed for operating management involved in the development of sales and production plans and the master scheduling process. Attendees should include the master scheduler and managers of Materials, Sales, Manufacturing, Customer Service, Engineering and Systems.

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