Users Manual December 2008

rufftartAI and Robotics

Oct 29, 2013 (3 years and 7 months ago)

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DRAFT



Supply Chain Guru
TM

Users Manual

December 2008



iii

Table of Contents

Getti ng Started
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1

Installation

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1

System Requirements

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1

Installing

Supply Chai n Guru

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2

► To Install SC Guru:
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2

Web Updates

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3

Registration

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4

Licenses

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4

Registration

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...

5

License Placement

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6

Basic Model Build Tutorial

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7

Pr
oduct Components

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23

Multi
-
Time Period Tables

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81

Optimization

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177

Output Tables

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202

Simulation

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225

Output Tables

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233

Supply Chain Knowledge Center

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269

The Four Step Methodology

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269

Step 1: Network Optimi zation

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270

Step 2: Policy Optimi zation

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272

Step 3: Network Simulation

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273

Step 4: Design for Robustness

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275

Planning a Model
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278

Push Vs. Pull

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280

Help and Support

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281

Frequently

Asked Questions

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281

LLamasoft Support Center
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283

Index

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285


1

Getting Started

Installation

System Requirements

The workstation where you install SC Guru should meet the following minimum system
requirements:


Windows 2000, Windows XP, or Vista with the latest
service packs installed

Pentium IV processor or higher (minimum)

1G RAM (minimum); 4G RAM or higher (recommended)

335 MB disk space free (minimum)

800 x 600 resolution monitor; 1024 x 768 is recommended

Printed Documentation

2

Installing Supply Chain Guru

The Supply Chain Guru (SC Guru) setup program installs SC Guru, SimServer run
-
ti
me
(simulation modeling software), and Dash run
-
time (optimization modeling software) on
your computer hard drive.

The setup program checks your computer for existing files
and installs all the components necessary to run the program.

All components and
supporting files are automatically registered in the Windows Registry.


Careful!

If you are installing a new version of SC Guru, it is recommended that you first
remove all previous versions that may exist on the computer.



► To Install SC Guru:

Download

the SC Guru setup program and save to your hard drive (This file is called
SCGXYZZ
-
Release.exe, where X is the major release, Y is the minor release, and ZZ is
the maintenance level). Double
-
click to run this program.

OR

Insert the SC Guru CD into the CD
-
ROM drive.

The SC Guru setup program should
start automatically, however, if the installation program does not start automatically,
double
-
click the file called SETUP.EXE.


1.


The SC Guru Welcome screen appears.

Click Next.

2.

The SC Guru License is
displayed.

Click Yes to accept this license.

3.


The SC Guru User information is requested.

Accept the defaults or fill out the
requested information and click Next.

4.


Choose your Destination Location.

You may accept the defaults or choose an
alternat
e directory using the Browse button.

Click Next.

5.


Click Next to begin the installation.


6.


During the installation, a progress box informs you of the progress of the installation.

7.


When the installation is complete, click Finish.

8.

You are now r
eady to start using Supply Chain Guru.






Getting Started

3

Web Updates


Updates for Supply Chain Guru are done automatically. When a new version is ready
for distribution, the LLamasoft support team will send out an e
-
mail informing our
customers that a new update is a
vailable.


The next time the computer is re
-
booted, the update process automatically starts.


You can also manually check for updates by choosing the "Check for Updates" option
under the Help menu.

Printed Documentation

4

Registration

Licenses


Academic License

When the free
demo version of the software is downloaded from the website, an
academic/ demo license for simulation and optimization is automatically included with
the download.

This license is limited to 10 sites and 10 products, but the limitations of
the optimizatio
n demo license are different.

The demo optimization license has a limit
of 2,000 constraints, 5,000 variables and constraints, and 300 integers.


DASH License

The DASH license file, xpauth.xpr, is for large scale optimization.

Once a full license is
pur
chased, then the user will receive the DASH license.








Getting Started

5

Registration

In order to receive a license for Supply Chain Guru, the user must register Supply Chain
Guru on their machine.

The license will be good only for that machine, as it is a single
use
r license.


To register for a Supply Chain Guru license:


Start Supply Chain Guru by clicking
Start >Programs >Supply Chain Guru >Supply
Chain Guru

or double
-
click the Supply Chain Guru icon on the desktop.


Once the program is open, navigate to the Help

menu (last menu option on the right
hand side) and choose the ”Register Supply Chain Guru” option.


The Register Supply Chain Guru window appears.


Fill out the information requested and press ”Next”.


Copy the text that appears and paste it in an e
mail to Support@LLamasoft.com.


A license (or licenses) should be sent to you shortly thereafter.








Printed Documentation

6

License Placement



Make sure Supply Chain Guru is not running.



Locate the Supply Chain Guru program files. This is typically C:
\
Program
Files
\
Supply Chain Guru (depending on what drive Supply Chain Guru is
installed on).


Paste the license to this location.

A message may appear asking if you would
like to replace t
he file already there. Choose Yes.


Click
Start >Supply Chain Guru >Supply Chain Guru

to start the program. Go
to
Help >About Supply Chain Guru

to double check if the license is functioning
properly.



*Note
-

These two licenses are not co
-
dependent. Suppl
y Chain Guru will work with just
the SCGURU.LIC.








7

Basic Model Build Tutorial

Welcome!



Basic Model
Building


The goal of the software is to remove the time consuming process of model building so
that you can spend more time analyzing your results and gain a better understanding of
your supply chain.



This tutorial will walk through the basic model bui
lding steps applicable in every model.


Before you begin:


Install the software


Register for your license(s)


Ensure that your license is listed in the same directory as the Supply Chain Guru
program files


Open the software and add a new model



There
are six required tables when building any model in Supply Chain Guru:



Products Table


Sites Table

Printed Documentation

8


Demand Table


Sourcing Policies Table


Transportation Policies Table


Inventory Policies Table


These completed tables successfully capture both the physi
cal and behavioral elements
of any supply chain system.

The interaction of these tables with the optimization and
simulation engines results in data output used in analysis.



Click here to build a basic model in the software

Basic Model Build Tutorial

9

Basic Model Tutorial

Model
Overview





In the basic model we are going to build, there is one Customer Site which places a
demand order for a Widget from the Manufacturing Plant.

The Manufacturer makes this
product and ships it to the customer.




The basic model represents the f
ollowing characteristics of the supply chain:


Physical Elements


Products

Widget


Sites

Facility Site

Manufacturing Plant (MFG)

Location:

Barcelona, Spain

Produces both products


Customer Site

Customer_1 (CZ_1)

Location: Frankfurt, Germany


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10

Demand

CZ_1
orders 100 Widgets on January 1



Behavioral Elements


Sourcing Policies

Use a single source policy and make policy


Transportation Policies

MFG ships to CZ_1 using an LTL policy


Inventory Policies

MFG

s,S Policy (minimum/ maximum)

Reorder Pt: 1000

Order

Up to: 1200

Initial Inventory: 1200


Now we are going to see how to put these modeling elements correctly into the
software.


Click to Build the Products Table



Basic Model Build Tutorial

11

Basic Model Products

In a supply chain, the Products include raw materials and finished
goods which pass
from one site node to another within the network.


To begin a simple model, we must first enter the information on the Product in the
supply chain.


Create the Product Table


Enter the following:



Name: Widget



Value: 1



Price: 2



Weight: 1



Cubic: 1



Type:

Discrete (Default)



Status: Include (Default)



Class: 100 (Default)



Save and Close the table.


Back to Tutorial Beginning or Continue to Sites Table





Printed Documentation

12





Basic Model Build Tutorial

13

Basic Model Sites

Next, we will enter the site data for the Manuf
acturing Plant and the end Customer.



Create the Sites Table


Enter the following:


1.

Add the Manufacturing Plant


Name: MFG


City:

Barcelona


Country:

Spain


Status:

Include


Type:

Existing Facility


2. Add the Customer Site


Name:

CZ_1


City:

Frankfurt


Country: Germany


Status:

Include


Type: Customer



Save and close the table



Back to Products or Continue to Demand

Printed Documentation

14



Basic Model Build Tutorial

15

Basic Model Demand

The Demand table plays an integral role in the Supply Chain.

While only the sites
designated as
a "Customer" in the Sites Table can place an initial order for the product,
the subsequent site nodes in the chain seek to improve customer service by meeting
the due dates of demanded shipments.

In turn, the Customer Demand fulfilment
generates revenue a
nd increases a supply chain's profit.


Create a Demand Table


Enter the following:



Product Name: Widget



Site Name: CZ_1



Quantity: 100



Order Time: 01/01/2008



Occurrences: 52



Time Between Orders: 1WK


Save and Close the table


Back to Sites or Co
ntinue to Sourcing Policies



Printed Documentation

16

Basic Model Sourcing Policies

Now that we have modeled the physical elements of our Supply Chain, we will begin to
build the tables which depict the interaction of the sites and products.


We begin by creating the Sourcing
Policies Table.

In the software, the sourcing policies
depict from which sites another site can receive products.

If the site creates or
manufactures that product, then it is listed a "Make" policy with no site listed as the
source site.

There must alwa
ys be at least one site with a "Make" policy in every model.





Create the Sourcing Policies Table


Add the following two records:



Site Name: MFG


Product Name: Widget


Sourcing Policy: Make


Source Name: (Leave blank)



Site Name: CZ_1


Product Name:

Widget


Sourcing Policy: Single Source


Source Name: MFG



Save and close the table


Basic Model Build Tutorial

17

Back to Demand or Continue to Transportation Policies



Printed Documentation

18

Basic Model Transportation Policies


Now that we have determined which sites can ship products to another site, we must
set designate
how

the product is going to go from the Source to the Destination.


In the software, the transportation policies describe the possible methods for shipments
between sites, which are designed through the sourcing policies table.

The
transportation policies indicate the methods, or Modes, available on that source site and
destination site lane.





Create the Transportation Policies Table


Add the following:



Source Site:

MFG


Destination Site: CZ_1


Mode: 1 (Default)


Policy: LTL (Default)


Save and close the table


Back to Sourcing Policies or Continue to Inventory Policies





Basic Model Build Tutorial

19

Basic Model Inventory Policies

Now that we have products shipping between
sites, we must determine how each
Facility Site is going to manage the stock of products to meet the customer demand.


A facility site may hold inventories of raw materials, parts, or finished products for many
reasons including creating buffers against th
e uncertainty of demand and supply,
utilizing transportation cost savings associated with higher volumes of shipped goods,
building a seasonal reserve of goods, or reducing production costs by using economies
of scale with batch production.

The Inventory
Policies Table depicts these methods and
approaches for inventory management.



Create an inventory policy table


Add the following:



Site Name: MFG



Product Name: Widget



Inventory Policy: s,S



Reorder Pt: 1000



Reorder/ Order Up to Qty: 1200



Re
view Period: Continuous



Initial Inventory: 1200


Save and close the table


Back to Transportation Policies or Continue to Optimization



Printed Documentation

20

Basic Model Optimization

Now that the six primary tables are complete, the model depicts the essential physical
and

behavioral elements of the supply chain.



At this point, it is possible to run the network optimization and simulation.


Run the Network Optimization



From the grey Menu bar across the top, select
Optimize



In the drop down menu, select
Optimize Suppl
y Chain



The Network Optimization Control Panel will appear



Click the
Go

Button



The Optimization engine will verify the model and run the optimization



A pop up window will indicate that the Optimization Output has been added to the
tables in the Pro
ject Explorer



Select OK and close the Network Optimization Control Panel



You can now examine the Network Optimization Output Tables in the Project
Explorer



Back to Inventory Policies or Continue to Simulation




Basic Model Build Tutorial

21

Basic Model Simulation

With the
software, it is easy to shift from a network optimization to a simulation of the
model.



Run the Simulation



Select
Simulate

from the grey Menu bar.

From the drop down menu, select
Simulate Supply Chain



To Simulation Control Panel will appear



Selec
t
Run



The Simulation Engine will verify the model and begin the simulation



A pop up window will indicate that the Simulation Output has been added to
the tables in the Project Explorer



Select
OK

and then close the Simulation Control Panel



You can n
ow examine the Simulation Output Tables in the Project Explorer



Back to Optimization or Continue

Printed Documentation

22

Congratulations!

You have just built your first supply chain model using the software and successfully
performed a network optimization and simulation.


Click to return to the beginning of the tutorial


23

Product Components

User Interface

Menus


Edit Menu

Use the Edit Menu
to alter text in SC Guru software application fields.




Edit Menu



Option

Function

Cut

Remove the selected text and copy it to the
clipboard.

Copy

Copy the selected text to the clipboard.

Paste

Paste the clipboard contents into the selected
area.

Cut Rows

Remove the selected row(s) and copy it to the
Printed Documentation

24

clipboard.

Copy Rows

Copy the selected row(s) to the clipboard.

Paste Rows

Paste the row(s) from the clipboard into the selected
area.

Insert Rows

Insert a row to an input table.

Delete Row

Delete a row from an input table.

Select All

Select the entire contents of the active window.

Copy Map

Copy the map to the clipboard.

Update Column

Update all rows of a column simultaneously.

Export To Excel

Export the current grid to Excel.








Product Components

25

File Menu

Use the File Menu to update or exit the SC Guru application.



Option

Function

New Project

Start a new project.

Open Project

Open a previously saved project.

Save Project

Save a project to the location it was last saved.

Save Project As

Name a project and save it to a desired location.

Close

Close the active project.

Add a New Model

Create
a new model to add to the current project.

Add an Existing Model

Add a model created previously to the current project.

Save Model

Save a model to the location it was last saved.

Save Model As

Name a model and save it to a desired location.

Original
model is removed from the project.

Copy Model

Same as "Save Model As" except the original model is
not removed from the project.

Remove Model

Takes a model out of your project.

Save Report

Save a report to a desired location.

Print Preview

View item
before it is printed.

Print

Print the active window.

Exit

Quits SC Guru.







Printed Documentation

26

Tools Menu

Tools Menu

Use the Tools Menu to determine which verifications you want to complete before running a
model.



Option

Function

Verify Model

Ru
ns error check on the model

View Model Error Log

View the results of the last verification
without re
-
running the verification.

Auto Generate Sourcing Policies

Have SC Guru create sourcing policies
based on data entered into data tables.

Auto Generate
Inventory Policies

Have SC Guru create inventory policies
based on data entered into data tables.

Auto Generate Transportation
Policies

Have SC Guru create transportation policies
based on data entered into data tables.

Auto Implement Optimized Network

G
enerate a new model from the results of an
optimization run.

Auto Generate Alternative Sources

Have SC Guru create alternative sources by
cloning an existing source.

Implement Optimized Inventory

After an Inventory Optimization, adjust the
inventory
levels in the Inventory Policies
Data Table

Generate Periods

Generate Multi
-
Time Periods

Model Options (F3)

Open the Model Options Box

MapPoint Tool

Open MapPoint in SC Guru (need to have
MapPoint installed on the computer).

Batch GeoCode Sites


Compact and Repair Model

Reduce the size of the current model.

Visual Modeler

Open the Visual Modeler model building tool.

Product Components

27








Printed Documentation

28

Auto Generating Inventory Policies

Setting up inventory policies for each product and site can be a repetitive job.

To make
inventory
policies easier to create, SC Guru allows you to automatically generate
inventory policies.

Auto generating policies creates a new inventory policy record as
required using data entered into the Sourcing Policies table.

The Auto Generate Inventory Policie
s tool fills the inventory data tables with default
values.

The Inventory Policy is defaulted to Demand Flow.

You should review the data
table fields to make sure the policies agree with your supply chain model.


► To Auto Generate Inventory Policies

1.
Click Tools

Auto Generate Inventory Policies.

This may take a while to run.

SC
Guru displays the Supply Chain Guru Information dialog.


2.
Click OK.

3.
Click Save
.

You can now open the Inventory Policies data table and view the
records created.



Product Components

29

Auto Implement Optimized Network


If you want to simulate the recommendations of an optimization, you can have
SC Guru
create another model to implement the recommendations.

When you allow SC Guru to
auto implement your optimized network, it changes the necessary data in your tables to
conform to the optimal solution.

► To Auto Implement Your Optimized Network

1.
Choose Tools

Auto Implement Optimized Network.

SC Guru displays the Supply
Chain Guru Information dialog.


Auto Implement Optimized Network Message

A new model is added to your project with your current model name and "_(optimal)"
appended to it.


2.
Save your optimized model.

You can rename it by right
-
clicking and choosing "Save
Model As...".

You must save the model at least once before you will be allowed to
simulate it.



Printed Documentation

30

Graphs Menu

Use the Graphs Menu to launch different kinds of graphs.


Option

Function

Single Scenario Graphs

Graph different model
-
variables vs. time
after a simulation run.

Supply and Demand Graph

Visualize Demand and
Production vs. time
after a simulation run.

Optimization Output Network Summary
Graph

Bar graphs to visually compare output (i.e.
Total Revenue) of different optimization
scenarios.

Optimization Output Site Summary
Graph

Bar graphs to visually compare si
te
-
related
output of different optimization scenarios.

Optimization Output Asset Summary
Graph

Bar graphs to visually compare asset
-
related output of different optimization
scenarios.

Optimization Output Multi
-
period Graph

Bar graphs to visually compare
different
periods within an optimization by Product
or by Site.

Simulation Output Network Summary
Graph

Bar graphs to visually compare output (i.e.
Total Revenue) of different simulation
scenarios.

Simulation Output Site Summary
Graph

Bar graphs to
visually compare site
-
related
output of different simulation scenarios.

Simulation Output Product Summary
Graph

Bar graphs to visually compare product
-
related output of different simulation
scenarios.

Simulation Output Asset Summary
Graph

Bar graphs to v
isually compare asset
-
related output of different simulation
scenarios.



Product Components

31




Printed Documentation

32

Help Menu

Use the Help Menu to display online help topics for using the SC Guru software.


Option

Function

Context Sensitive Help

Opens the SC Guru help file on t
he page
relevant for the active window.

Getting Started with Supply Chain Guru

Opens the entire SC Guru Help file on the
first page.

Register Supply Chain Guru

Register SC Guru in order to obtain a valid
license.

Check for Updates

Check the internet to
see if there is an
automatic update available for SC Guru.

Must have an internet connection to use
this feature.

About Supply Chain Guru

Displays SC Guru version number and
license information.






Product Components

33

Input Menu


Use the Input Menu to open data input tables.

Option

Function

Products

Open the Products input table.

Sites

Open the Sites input table.

Demand

Open the Demand input table.

Sourcing Policies

Open the Sourcing Policy input table.

Inventory Policies

Open the Inventory Policy input table.

Forecast

Open the Forecast input table.

Transportation Policy

Open the Transportation Policy input table.

Transportation Assets

Open the
Transportation Assets input table.

Shipping Routes

Open the Shipping Routes Table

Shipments

Open the Shipments Table

Bill of Materials

Open the Bill of Materials input table.

Work Centers

Open the Work Centers input table.

Processes

Open the Processes input table.

Work Resources

Open the Work Resources input table.

Work Center Changeovers

Open the Work Center Changeovers input
table.

Production

Open the Production input table.

Global Variables

Open the Global Variables input tabl
e.

Scripts

Open the Scripts input table.

Groups

Open the Groups input table.

Input Pipes

Open the Input Pipes table.

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34

Service Requirements

Open the Service Requirements table.

Aggregate Constraints

Opens the Aggregate Flow Constraints
table, Aggregate
Inventory Constraints table,
Aggregate Production Constraints table, or
the Aggregate Site Constraints table.






Product Components

35

Metrics
Menu

Use the Metrics Menu to launch output tables, and reports.



Metrics Menu



Option

Function

Simulation Summary Report

Opens the Simulation Summary Report.

Optimization Summary Report

Opens the Optimization Summary
Report.

Printed Documentation

36

Compare Models

Select
input and/or output tables of two
models to compare with each other.

View Model Comparison

Opens up the last results of a
comparison between two models.

Optimization Output Network Summary


Opens the Optimization Output Network
Summary report.

Optimization Output Customer Summary


Opens the Optimization Output
Customer Summary report.

Optimization Output Facility Summary


Opens the Optimization Output Facility
Summary report.

Optimization Output Work Center
Summary

Opens the Optimization Outpu
t Work
Center Summary report.

Optimization Output Work Resource
Summary

Opens the Optimization Output Work
Resource Summary report.

Optimization Output Transportation
Asset Summary

Opens the Optimization Output
Transportation Asset Summary report.

Optimization Output Flows

Opens the Customer Flows, Interfacility
Flows, or Production Process Flows
reports

Optimization Output Details

Opens the Demand Details, Inventory
Details, Production Details, or Network
Paths Details reports.

Simulation Output

Network Summary

Opens the Simulation Output Network
Summary report.

Simulation Output Site Summary

Opens the Simulation Output Site
Summary report.

Simulation Output Product Summary

Opens the Simulation Output Product
Summary report.

Simulation Output
Asset Summary

Opens the Simulation Output Asset
Summary report.

Simulation Output Work Center
Summary

Opens the Simulation Output Work
Center Summary report.

Simulation Output Work Resource
Opens the Simulation Output Work
Product Components

37

Summary

Resource Summary report
.

Simulation Output Network Flows

Opens the Simulation Output Network
Flows report.

Simulation Output Network Paths

Open the Simulation Output Network
Paths report.

Simulation Output Details

Opens the Simulation Inventory Details,
Service Details,
Demand Details,
Shipment Details, or Production Details
reports

Show Replication Statistics

Shows the statistics of several
replications







Printed Documentation

38

Optimize Menu

Use the Optimize menu to Launch an
Optimization of your supply chain.

Option

Function

Optimize Supply Chain

Launch an optimization run.

Optimize Supply Chain Scenarios

Launch an optimization run for all models
in the project.






Product Components

39

Simulate Menu

Use the Simulate Menu to launch a simulation of your supply chain.


Simulate Menu



Option

Function

Simulate Supply Chain

Launch a simulation run showing the
animation and verifying all data in the
model.

Simulate Supply Chain Scenarios

Launch a simulation run of all scenarios.

Build Model Only

Build only the MCF File without completing
the simulation.

Run Model Without Build

Launches the simulation without building
an new MCF File.

Import Simulation Output

Imports the simulation outp
ut from an MCF
File.






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40

Layout Map

Layout Map

The Layout Map is a map of the world which appears in the main window and provides
a layout of your supply chain as your model grows.

When you enter your supply chain’s
ph
ysical sites in the Sites Data Input table, markers (like the yellow circle and green
square) will indicate their locations on the map, at the latitude and longitude coordinates
of your site.

When you enter sourcing policies, the relationship between site
s is
indicated on the sourcing layer by connected lines.

In this way, the Layout map
provides a graphical representation of your supply chain.

When you run a simulation,
your supply chain activities are animated on the map.

The Layout remains open beneat
h the other active windows unless you close it.

You
can always switch to this graphical view of your supply chain by clicking the Show
Layout Map button
.


Layout Map


Product Components

41

Layout Map Configuration

The Layout Map Configuration allows you to configure the layout map.


To Access the L
ayout Map Layer Configuration

1. Click the Configure Layers button

on the Layout Map Toolbar.

The Layout Map
Layer Configuration window appears.


Layout Map Layer Configuration window

To Add Graphics to the Layout Map through the Layout Map Layer Confi
guration Window:

1. Select the model for which you want to add graphics on the layout map from the
"Models" list in the upper left part of the Layout Map Layer Configuration window.

2. On the right hand side, click the tab of the kind of graphic you want t
o add to the
Layout Map.

Options are: Sites Layer, Sourcing Policy Layer, and Network Flow Layer.

Note that one needs to have Simulation or Optimization Output available to be able to
show Network Flows.

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42

3. On the correct tab, select the desired options
from the drop
-
down lists (Table, Site
Field, Filter and Value).

4. For the Sites and Network Flows layers, one can set the size of the smallest and
largest graphic in the "Min. Size" and "Max. Size" boxes.

Click the "Update" button to
automatically change

the "Value" fields listed above it and scale the different graphics
relative to each other.

5. Click the "Add Layer" button, the selected layer will now appear in the "Layers" list on
the left bottom part of the Layout Map Layer Configuration Window.

6. C
lick the "Refresh Map" button to draw the selected graphic layers (the ones checked
in the Layers list) onto the Layout Map.

7. Click the "Close" button.

8. If making changes to data tables, these changes can be used to update the Layout
Map while having t
he Layout Map Layer Configuration window open by clicking the
"Refresh from Model" button.


To Remove Layers from the Layout Map through the Layout Map Layer Configuration Window:

1. Uncheck the Layer you want to remove in the "Layers" list.

2. Click on
"Refresh Map".

OR

1. Select the Layer(s) you want to remove in the "Layers" list.

To select multiple layers,
hold the ctrl
-
key down while clicking on the different layers.

2. Click on the Delete Layer

Button.

3. Click on "Refresh Map".








Product Components

4
3

Viewing Sites on the Layout Map

After entering sites in the

Sites data table, you can view their location on the Layout
map.

► To View Sites on the Layout Map

1.
Click the Show/Refresh Map button

on the View toolbar or select View

Show/Refresh Map.

2.
Click the Show/Hide Sites Layer button

on the toolbar along the top of the Layout
Map.

Your sites will now be displayed on the Layout Map.


Layout Map
-

Sites Layer

3.

Clicking the Show/Hide Sites Layer button again will clear the sites from the Layout
Map.



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44

Viewing your Model

SC Guru provides you with several ways to see how all the elements of your model
interact.


Layout Map


The Layout map is instrumental in giving you a bird’s eye view of your supply chain.

After you have created a model, you can use the Layout and Zoom toolbars to view
sites, sourcing policies, simulation and optimization data for your model.

For more
information, see Working with the Layout Map.


Layout Map

Reports and Graphs

SC Guru has

extensive reporting capabilities to show you the results of your simulation
or optimization model.



Product Components

45

Toolbars

Analysis Toolbar


The Analysis Toolbar buttons are used for simulation and optimization of your model.

There are also buttons for accessing output reports.


Analysis Toolbar

These analysis toolbar buttons appear along top of the Supply Chain Guru window and
allow you to
run an optimization or simulation and view your output summary reports.

Click on the icon of the function you want to perform.

Option

Function


Simulate your supply chain.


View supply chain simulation summary
report.


Run network optimization.


Run network optimization on all models
in current project.


View network optimization summary
report.





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46

Current Model Toolbar


The Current Model Toolbar controls which model is selected.


Current Model Toolbar

The current model toolbar appears along the top of the Suppl
y Chain Guru window and
allows you to view different layers on your layout map and select the current model from
a list of all models in your project.




Product Components

47

Edit Toolbar

The Edit toolbar is primarily for standard Windows operations.

The Edit Toolbar
contains sele
ctions from the Edit menu such as Cut, Copy, Paste, and Update Column.



Edit Toolbar

These edit toolbar buttons appear along the top of the Supply Chain Guru window and
allow you to choose simple editing features.

Click on the icon of the function you want
to perform.

Option

Function


Cut the selected text, placing it on the clipboard.


Copy the selected text to the clipboard.


Paste clipboard text into the selected area.


Exports current grid to Excel.


Imports grid from Excel.


Update all rows in a column.


Summarizes statistics for the selected column in an output
table.




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48

File Toolbar

The File toolbar is primarily for standard Windows operations.

The File Toolbar
contains selections from the File menu such as New Project, Open Project, Save and
Print.


File Toolbar

These File Toolbar buttons appear along the top of the Supply Chain G
uru window and
allow you to perform basic Windows functions.

Click on the icon of the function you
want to perform.

Option

Function


Create a new project.


Open an existing project.


Create a new model in the current project.


Add an existing
model to the current project.


Save the current project.


Save the current model to the current project.


View your data table or report before printing.


Print your data table or report.






Product Components

49

Input Toolbar


The Input Toolbar buttons open data tables where you enter and view modeling
information.


Input Toolbar

The input toolbar buttons appear along the

top of the Supply Chain Guru window and
allow you to open data tables.

Click on the icon of the function you want to perform.

Option

Function


View the model options.


View product data table.


View site data table.


View demand data table.


View forecast data table.


View groups data table.


View sourcing policy data table.


View inventory policy data table.


View scripts table.


View global variables data table.


View transportation asset data table.


View transportation policy

data table.


View bill of materials data table.


View work centers data table.


View processes data table.

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50


View work resources data table.


View work center changeovers data
table.



Related Topics:

Toolbars

File Toolbar

Edit Toolbar

View
Toolbar

Analysis Toolbar

Format Toolbar

Current Model Toolbar




Product Components

51

Toolbars


Directly beneath the menu bar is a set of toolbars.

The toolbars provide another means
for sele
cting the same options as on the drop
-
down menus.


It does not matter which selection method you use while working with Guru.

You get
the same results by choosing from the drop
-
down menus, using the keystroke shortcuts
(listed in the drop
-
down menus), or

clicking a toolbar button.


Title Bar

The title bar is the blue strip at the top of the window.

It shows the name of the Guru
project between the square brackets ([ ]) immediately after the software name.

SC
Guru always starts with ”New Project” when i
t is just opened.

Once you have saved or
opened a project, its name is displayed on the title bar.



Title Bar

Status Bar

At the bottom of the screen, SC Guru displays a Status Bar.

The Status Bar displays
the status of an operation.



Status Bar





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52

View Toolbar


The View Toolbar provides functions to modify your current view such as sorting and
filtering data and showing or hiding the Map and Project Explorer windows.



View Toolbar

These view toolbar buttons appear along the top of the Supply Chain Guru window and
allow you to show or hide certain windows and to perform sort and selection queries on
data in tables.

Click on the icon of the function you want to perform.

Option

Function


Show the layout map.


Show the MapPoint tool (only when you have MapPoint
software installed on your computer).


Show the project explorer.


View a single scenario graph.


View the supply and demand graph.


Sort your current
grid in ascending order of the selected
column.


Sort your current grid in descending order of the selected
column.


Select a filter to apply.


Save a filter.


Clear your search filter.






53

Data Tables

Columns

Working with Fields, Rows, and Columns

► Select Fields

To sele
ct, cut, copy, and paste fields and rows, you can select options from the Edit
menu or use shortcut keys.

You can also right
-
click on the data table you want to edit,
the Edit menu will be displayed.

For more information see the Edit menu.

1.
To select:

A single field



click in the field.

An entire row



click

.

An entire column



click the column heading.

Multiple adjacent rows



click

in the first row you want to select, press
the Shift key, and then click the Row button

in the last row you want
to
select.

Multiple adjacent columns



click the column heading of the first column
you want to select, press the Shift key, and then click the column heading of
the last row you want to select.

Multiple nonadjacent rows



hold down the CTRL key then click

the Row
button

for each row you want to select.

2.
To copy data, highlight the selected data, right
-
click and select Copy to copy the
selected fields or rows to the clipboard.

► Delete A Row

1.
Click


to highlight the row.


Deleting a Row of Data

Printed Documentation

54

2.
From the Edit menu, choose Delete Row to delete the selected row or right
-
click and
select Delete Row.


Careful!

Once you delete a row, it cannot be undone.




► Sort A Data Table

1.
Select a column to sort.

2.
From the View menu or the View toolbar,
select:

Sort Ascending


to sort in alphabetical order or from lowest to highest.

Sort Descending

to sort in retrograde alphabetical order or from highest
to lowest.



Data Tables

55

Changing Data Table Columns

► Change Column Width

1.
Place your mouse pointer

on the line between columns.

Your pointer will become a
double
-
sided arrow.

2.
Holding down your mouse button, move the pointer left or right to adjust the column
width.

3.
To hide a column, hold down your mouse button and move the pointer left until it
stops.


Changing Column Width

4.

Double
-
clicking when the mouse pointer is a double
-
sided arrow will adjust the width
of the column left of the pointer to fit the text contained in that column.

► Show a Hidden Column

If a column is hidden, your pointer wi
ll become an arrow pointing right. Hold down your
mouse button and move your mouse right to show a hidden column.


Showing a Hidden Column

► Split a Table

Some data tables have more columns than will fit in the width of your screen.

As a
result, you may
not be able to view information in previous columns.

In order to make it
easier to view previous columns, you can split the data table.

Printed Documentation

56

1.
Move your pointer to the bottom left corner of the data table.

Your pointer will
become a downward pointing right a
rrow.


Splitting a Table #1

2.
Holding down your mouse button, move your pointer right as far as desired. SC Guru
displays duplicate columns.




Splitting a Table #2

3.
Repeat Steps 1 and 2 to create multiple views of your data table’s columns.



Multiple Table Splits

4.
Use the scrollbars in each section of the data table to view columns.

5.
You can eliminate splits by selecting the separator, holding the left mouse button
down, and moving your mouse back to the bottom left corner of the data tabl
e.

The
Data Tables

57

separator is the double
-
sided mouse pointer that will appear when hovering over the
little black gap between the scrollbars.



Eliminating a Table Split

► Moving Columns

Some data tables have more columns than will fit in the width of your screen.


As a
result, you may not be able to view all columns at one time.

Instead of scrolling to the
column you would like to view, you can also move columns left or right, so that the
columns you wish to see will always be visible without scrolling.

To move
columns:

1.
Select the

column or columns (multiple columns need to be directly next to each
other) you want to move by left
-
clicking on the first column and moving your mouse
while keeping the left mouse button down.

Or select the first column by clicking

on it,
hold down the Shift key, and select the last column of the selection by clicking on it.


Selecting multiple columns to move

2.
Let go of the left mouse button.

3.

Left
-
click anywhere in the selected columns and keep the left
-
mouse button down
whil
e dragging the columns to the desired location in the table, the red triangles indicate
where in the column the columns will be inserted.

4.
Let go of the left mouse button and the columns will have moved now.

Printed Documentation

58


The red triangles indicate where the selected

columns will be inserted after letting go of
the left mouse

button.



Data Tables

59

Fields

Automatic Mapping Fields

The Sites data table contains several fields with features that make entering data
easier.

The City, State, Country, Postal Code, Latitude, and Longitude fields can be
filled in usi
ng SC Guru’s automatic mapping feature.

This feature allows SC Guru to fill
in site location based on data entered in just one of these fields.

► To Automatically Fill in Site Locations

1.
Enter the first piece of location data known.


Sites Data Table

2.
Click the Field Guru


in
-
cell button.

If there is only one city with the same name,
SC Guru’s automatic mapping function completes the State, Country, Postal Code,
Latitude, and Longitude fields based on the city you selected.

In case there is more
than one city with the same name, the field guru dialog box appears.

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60


The Field Guru dialog box

3.
Select the correct city from the drop
-
down list.

4.
Click OK.

SC Guru completes the State, Country, Postal Code, Latitude, and
Longitude fields.


Note: Fo
r sites outside the United States, leave the State field blank.


► Adjust Locations in the Sites Data Table

Where multiple cities bear the same name, you may need to adjust the State, Country,
or Postal Code.

SC Guru then updates the remaining fields.

To

do this:

1.
Click in a field for which you know the correct data.

2.
Type the correct data.

3.
Click the Field Guru

in
-
cell button.

SC Guru updates the necessary fields.

In case
there is more than one city with the same name, the field guru dialog box

appears.

4.
Select the correct city from the drop down menu.

5.
Click OK.



Data Tables

61


Printed Documentation

62

Field Guru

The Field Guru allows you to specify a probability distribution as well as an exact value
for fields such as time, weight, and dates.

Any field that has as a Field Guru dialog
associated with it will have t
he Field Guru

in
-
cell button in the right hand corner;
clicking on this button will open up the Field Guru dialog box.

The following picture is a sample Field Guru:


Filed Guru
-

Time Between Orders

Use the buttons and fields on the Field Guru to const
ruct a value in the box at the top,
and then use the

button to insert the value into the field.

The Field Guru
will automatically close.





Data Tables

63

Order Time Field Guru

The Field Guru Order Time dialog looks like this:


Field Guru
-

Order Time

► Enter Order Time Data

1.
Complete the Field Guru value field by either:

Select a distribution type

Enter distribution parameters

S
elect a time unit

OR

Select a Date and Time from the drop down menu

2.
Select if this value should be applied to all records (All) or to just this record
(Single).

3.
Click the paste field button

.

The Field Guru will automatically close.



Note: The

default Order Time unit is DAY.

If you do not enter a time unit, SC
Guru assumes the Order Time is measured in days.


Order Time examples are in the following table.

Printed Documentation

64

If you want the order to occur:

Enter

When the simulation starts

0

One hour after the
simulation starts

1 HR

3 days after the simulation starts

3

On a particular day

06/15/06


Note: If your model has an Order Time that occurs before the start date or after
the end date of your simulation, it will be ignored.




Data Tables

65

Arriva
l Time Field Guru

The Arrival Time Field Guru looks like this:


Arrival Time Field Guru

To

Enter ArrivalTime

Data

1.
Complete the Field Guru value field by selecting a date in the Date/Time field. You

may click on the drop
-
down calendar to choose a day
. Disregard the Time Units and
Distribution fields, they are not an acceptable value for this field.

2.
Select if this value should be applied to all records in that column (All) or to just this
record (Single).

3.
Click the paste field button

.

The Fi
eld Guru will automatically close.



Note: Supply Chain Guru will ignore any dates entered before the
simulation is scheduled.



Printed Documentation

66

Due Date Field Guru

The Field Guru Due Date dialog looks like this:


Field Guru
-

Due Date

► Enter Due Date Data

1.
Complete the Fie
ld Guru value field by either:

Select a number (by typing it in the Number field or using the
key
-
pad)

Select a time unit

OR

Select a distribution type

Enter distribution parameters

Select a time unit

2.
Select if this value should be applied to all r
ecords (All) or to just this record (Single).

3.
Click the paste field button

.

The Field Guru will automatically close.



Note: The default Due Date unit is DAY.

If you do not enter a time
unit, SC Guru assumes the Due Date is measured in days.


Due

Date examples are in the following table.

Data Tables

67

If you want the order to be due:

Enter

As soon as the order occurs

0

One hour after the order is placed

1 HR

3 days after the order occurred

3




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68

Fixed Cost Fields

The Fixed Startup <Cap,Cost> and Fixed Operating <Cap,Cost>

fields can be filled
using the Field Guru dialog.

The unit of measure for shipment capacity is set in the
Capacity Basis field
-

quantity, weight, or cubic.

The cost is the fixed startup or
operating cost for a certain capacity.

The Fixed Startup <Cap,C
ost> and Fixed Operating <Cap,Cost> fields are step, or
incremental, functions.

This means that as throughput levels increase, the cost jumps
only at discrete points.

For example, initial fixed operating costs before any product is
shipped may be $50,000

(<0, 50000>).

Then, it may cost $75,000 after the shipment
capacity of 1000 units (<1000, 75000>).

Enter <Cap,Cost> Data

1.
Click the Field Guru

in
-
cell button.

The Field Guru
-

Fixed Startup dialog appears.


Field Guru
-

Fixed Startup <Cap,Cost>

2.

In the Capacity field, enter the capacity, measured in quantity, weight, or cubic.


Note: By entering an initial shipment higher than 0, you create a
minimum capacity for your site.

For example, if your initial operating cost is
<1000, 1000000>, your si
te must have a minimum capacity of 1000 items to
operate.

Data Tables

69


3.
In Cost, enter the fixed startup or operating cost.

When you move to the next field
down, your figures will be graphed in the Preview area.


Note: For operating costs only, you can enter INF
in the Cost column to
designate a hard constraint.

A hard constraint means shipment will not be
allowed to exceed the specified level.


4.
Repeat Steps 2 and 3 for each capacity figure.

5.
Click Paste.

SC Guru inserts number pairs into the Sites data tab
le.

6.
Click Close


Edit Capacity Fields

You can edit the Startup <Cap,Cost> and Operating <Cap,Cost> using the Field Guru:

1.
Click the Field Guru

in
-
cell button in the field you want to edit.

2.
Click in the field you want to edit and replace data wi
th the desired value.

3.
Click Paste.

To Delete Capacity Fields

You can delete the Startup <Cap,Cost> and Operating <Cap,Cost> using the Field
Guru:

1.
Click the Field Guru

in
-
cell button in the field you want to edit.

2.
Click Clear.






Printed Documentation

70

Cost Field Guru

In this number field, enter the transportation cost rate used by each shipment f
rom
Source site to Destination site or click the in
-
cell button

to start the Field Guru dialog.



Field Guru
-

Cost

Here you enter a number or a probability distribution function.

You can also use the
latest simulation results, enter a step function, l
ookup from a rate database or use
CzarLite for the calculation.


► To Enter Probability Distribution Functions

1.
Select the Distribution from the drop down menu.

2.
Enter values for distribution parameters either by typing in the fields or using the
number pad.

3.
Click Paste Field
.


► To Update Using Latest Simulation Results

Data Tables

71

From the latest simulation results, the average cost per unit is calculated from the
number of units shipped over the lane and the total transportation costs associated with
those shipments (FlowUnits and FlowTransportationCost fields on the Simulation
Output Network Flows table).

1.
Click on the Update Using Latest Simulation Results.

2.
Click Paste Field
.


► To Build from Step Graph

1.
Click "Build from Step Graph"

2.
Ent
er the Qty/Cost break points in the window that opens, see example below.

Here,
the first 100 products shipped over this lane have a cost rate of 10, the next 400 (from
product # 100 to 500) of 8 and all products after the first 500 have a cost rate of 7.


► To Lookup from a Rate Database

1.
From the drop
-
down list choose the method of shipment.

2.
Click on the Lookup from Rate Database button.

4.
Click Paste Field

.

The Field Guru will automatically close.

► To Use the Czar
-
Lite Database

1.
On the Pr
oducts table select a Class from the drop down list in the Class field.

2.
Select how you want classes divided (weight break function or single number).

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72

3.
Click the Calculate using CzarLite button
.

4.
Click Paste Field

.

The Field Guru will automati
cally close.


Note: CzarLite is an optional database that is compatible with the SC
Guru software.

CzarLite determines shipping costs based on industry
standards by comparing shipping weight and site zip codes.

For more
information on CzarLite, contact
SMC3 at www.SMC3.com


Note: If you calculate using CzarLite, the Cost Basis field must be
Weight.




Data Tables

73

Avg Cost Field Guru

In this n
umber field, enter the transportation average cost rate used by each shipment
from Source site to Destination site or click the in
-
cell button

to start the Field Guru
dialog.





Here you enter a number or a probability distribution function.

You can
also use the
latest simulation results, enter a step function, lookup from a rate database or use
CzarLite for the calculation.


► To Enter Probability Distribution Functions

1.
Select the Distribution from the drop down menu.

2.
Enter values for distribu
tion parameters either by typing in the fields or using the
number pad.

3.
Click Paste Field
.


► To Update Using Latest Simulation Results

From the latest simulation results, the average cost per unit is calculated from the
number of units shipped over
the lane and the total transportation costs associated with
those shipments (FlowUnits and FlowTransportationCost fields on the Simulation
Output Network Flows table).

1.
Click on the Update Using Latest Simulation Results.

2.
Click Paste Field
.


► To B
uild from Step Graph

1.
Click "Build from Step Graph"

2.
Enter the Qty/Cost break points in the window that opens, see example below.

Here,
the first 100 products shipped over this lane have a cost rate of 10, the next 400 (from
product # 100 to 500) of 8

and all products after the first 500 have a cost rate of 7.

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74


► To Lookup from a Rate Database

1.
From the frop
-
down list choose the method of shipment.

2.
Click on the Lookup from Rate Database button.

4.
Click Paste Field

.

The Field Guru will autom
atically close.

► To Use the Czar
-
Lite Database

1.
On the Products table select a Class from the drop down list in the Class field.

2.
Select how you want classes divided (weight break function or single number).

3.
Click the Calculate using CzarLite butto
n
.

4.
Click Paste Field

.

The Field Guru will automatically close.


Note: CzarLite is an optional database that is compatible with the SC
Guru software.

CzarLite determines shipping costs based on industry
standards by comparing shipping weight and

site zip codes.


Note: If you calculate using CzarLite, the Cost Basis field must be
Weight.


Data Tables

75

Quantity Field Guru

The Quantity Field Guru looks like this:



Quantity Field Guru

To

Enter Quantity

Data

1.
Complete the Field Guru value field by entering the quantity in the Number field or by
Selecting a distribut
ion type by clicking on the Distribution drop
-
down list and choosing
the correct probability distribution.

2.
Enter the distribution parameters (if using a distribution parameter) using the number
pad or manually typing the numbers in the appropriate para
meter field.

3.
Select if this value should be applied to all records in that column (All) or to just this
record (Single).

4.
Click the paste field button

.

The Field Guru will automatically close.



Note: The default Quantity setting is unit
-
based.

If you do not enter a
distribution, SC Guru assumes the Quantity entered is the number of units to
be produced.



Printed Documentation

76

Distance Field Guru

SC Guru can calculate the distance between source and destination site in two different
wa
ys for you, if you click the in
-
cell button

to see the Field Guru.



Field Guru
-

Distance

To calculate the distance:

1.
Click Calculate using Defaults.

SC Guru calculates the distance between the sites
based on the latitude and longitude of the site
s and the transportation circuity factor
specified in the model options.

<OR>

2.
Click Calculate using Routing.

SC Guru calculates the distance between the sites
based on the road distance data in MapPoint.

MapPoint must be installed on the same
computer

as SC Guru in order to use this feature.




Data Tables

77

CO2 Field Guru




Transportation Method


Weight Units







Printed Documentation

78

Custom Data Field

Custom Data Fields

This field can be used to add a custom string to this row, of this table.

Later, this field
can be accessed
via script for simulation.

Data Tables

79

Notes Data Field

Notes

This text field allows the user to type any notes pertaining to this row of this table.


Printed Documentation

80

ID

ID Field

This is an automatically generated number by Supply Chain Guru.

It cannot be
changed by the user.

Data Tables

81

Mu
lti
-
Time Period Tables

Periods

Start

Date and End Date

The start and end dates for the periods are established through the general Model
Options.

Period Interval

In the Every number field, enter a numerical value for the length of each period, and
select a time unit from the drop
-
down menu.

These intervals will designate the time
periods for the data changes within the multi
-
time period functionality.

Generate Periods and Clear All

Clicking on the Generate Periods button will automatically generate the time periods
available for data changes

throughout the model.

On the table, it will populate the
Period Name and Period Start columns.


Clicking on the Clear All button will delete the time periods, and the model will function
as a Single
-
Time period model.

Period Name

The Period Name field

will be automatically filled by clicking on

the Generate Periods
Button.

This text field can also be entered by clicking on the field and entering a name
for the period.

After Generating Periods, the name of the period can be changed by
double clicking

on the field.

Period Start

In this number field, enter the date for the start of that specific period.

This field will be
automatically update when the Generate Periods button is used.


Note:

The Periods will be used throughout the Multi
-
Time Period Dat
a Table Fields.





Printed Documentation

82

Products Multi
-
Period

Period Na
me

In this drop down menu, select the Period Name in which the Product Information will
change.

Name

In this text field, select a unique Name to represent product or a Stock Keeping Unit
(SKU) number from the drop down menu.

Value

In this number field, ent
er a monetary value for each unit for this Period.

Think of it in
terms of an accounting valuation, an assessment of the value of your product while in
stock.

The Value field is used to calculate the inventory investment and inventory
holding costs.


If
a value is not populated for a specific period, the Value will default to the previous
periods Value.

Price

In this number field, enter the revenue generated from the sale of a single unit of this
product.

The product price is used to calculate revenue st
atistics.


If Price is not populated for a specific period, the Price will default to the previous
periods Price.



Data Tables

83

Sites Multi
-
Period

Period Name

I
n this drop down menu, select the Time Period in which the site data changes.

Name

From the drop down list, select the Site Name of an existing site within the model.

Fixed Operating <Cap,Cost>

In this field, enter a function that defines the relationship
between operating capacity
and operating costs for this specific site during this time period.

The function is
specified by a series of coordinates.

The first number in the coordinate indicates
throughput capacity.

The second number indicates operating
cost.


For example, an entry of <0, 1000000> <500000, 2000000> <15000000, INF> indicates
that there is an initial operation cost of $1,000,000 before any product is shipped.

In
order to get capacity to more than 500,000, the operating cost increases to $
2,000,000.

The maximum capacity is 15,000,000 as indicated with a cost of infinite (INF).

If the
cost is INF for a certain capacity level, that capacity is considered as a hard constraint.

See also Fixed Cost Fields.

Closing Cost

In this number field, e
nter the monetary cost of shutting down operations at this site
during the specific time period.

In an optimization, closing costs will be applied if a site
of type Existing Facility is closed during this period.





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84

Sourcing Policies Multi
-
Period

Period Name

In this drop down menu, select the Time Period in which the Sourcing Policy data will
change.

Site

In this drop down menu field, select the site

for which the Sourcing Policy will be
changed.

Product Name

In this text field, enter the product for which the Sourcing Policy will be changed.

Source Name

In this list field, choose a site that can fill this replenishment order, or a work center that
ha
s a routing record for this product for this time period.



Note: If using the Make souring policy, this field can be left blank, or can be set to a
work center with a routing for this product.

Avg Unit Cost

This field specifies the average cost per unit f
or sourcing to be used in the network
optimization for this time period.


Alternatively, instead of having a simple constant cost, you can set up a cost schedule,
using quantity break points and different costs with the Guru bracketed format, such as
<0,1
.50> <5000, 1.25> <10000, 1.00>.

In this example, the sourcing cost per unit is
1.50 for units 0 through to 5,000, 1.25 for units 5,000 through to 10,000, and 1.00 for
units 10,000 and up.

For an order consisting of 20,000 units, the total cost will be:
(5,000
-
0)*1.50 + (10,000
-
5,000)*1.25 + (20,000
-
10,000)*1.00 = 23,750.



Note: Simulation and optimization handle costs differently!

Simulation costs are
calculated on a per order basis for each individual order (using the Sourcing Cost
value).

Optimization costs are calculated using the aggregate flow quantity for the
entire time horizon (using the Avg Unit Cost value).

Thus, when using quantity
-
cost
break points, you will use different break points for simulation and optimization.



Data Tables

85

Transportation Policies Multi
-
Period

Period Name

In this drop down menu, select the Time Period in which the Transportation Policy data
will change.

Source Site

In this text field, choose the source site from which the product is
to be transported for
this time period.

Destination Site

In this list field, select the destination site that will receive the product for this time
period.


Product Name

In this text field, choose the product to be transported for this time period.

Tran
sportation Policies can be product
-
specific or product
-
neutral. Specifying a product
will create a product
-
specific transportation policy that only affects transporting this
product from Site A to Site B.

No other product will use this policy.

Leave the
product
field empty to define a transportation policy that applies to all the products from one site
to another.

If a product
-
specific policy does not exist for a given product between Site A
and Site B, the product
-
neutral policy will be used.

Avg Cost

I
n this field, enter the change in the Average Cost during this time period.

The Avg Cost
field is related to the Cost Basis field, which is specified on the single
-
time period
transportation policies table.

The value entered in the Avg Cost field is the
transportation cost per Cost Basis unit.

For example, if Cost Basis is Qty, Avg Cost
should be the cost to ship 1 unit.

If Cost Basis is Distance, the Avg Cost should be the
cost of shipping 1 unit of distance.

Avg Cost has an Average Cost Field Guru
as
sociated with it.


Flow Reqt

In this number field, enter the amount of this product required for shipment over the
transportation lane for this time period.

Flow refers to the amount of product moved by
this transportation policy in a given time period.

An optimization will use flow
requirements as constraints.

Flow Reqt Type

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86

In this text field, choose the flow requirement type for this period: conditional minimum,
minimum, maximum, or fixed.

This defines how the Flow Requirement is used in an
optimizat
ion. The conditional minimum flow establishes that, in order to use this
transportation lane for any shipments, a minimum flow is necessary.

Essentially this
constraint is similar to saying the flow can be 0 or higher than the minimum.


Load Cost

Cost
per unit to load product during this period.

Unload Cost

Cost per unit to unload product during this period.

Duty Rate

In this field enter a duty rate to represent the taxes and tariffs that will be levied for each
shipment on this lane for this time perio
d.

The actual duty cost is calculated by
multiplying the duty rate by the shipment’s total value (product value multiplied by
shipment quantity.)

Return Trip Cost

In this field, enter the cost of making the return trip back to the source

Mode

Specify a
mode for the shipment



Data Tables

87

Inventory Policies Multi
-
Period

Period Name

In this drop down menu, select the Time Period in which the Inventory Policy data will
change.

Site

In this text field, select the site for which an inventory

policy is being changed for this
time period.

Product Name

In this text field, select the product for which an inventory policy is being changed during
this time period.

Inbound Cost

In this number field, enter the new activity cost of handling and moving

one unit of this
product from the receiving dock into inventory for this time period.

Inbound and
outbound costs include such costs as paper tracking procedures, handling equipment,
and personnel.



Note: Inbound Cost does not include Transportation cost
s.


Outbound Cost

In this number field, enter the new activity cost of removing one unit of this product from
inventory to the shipping dock during this time period.

Inbound and outbound costs
include such costs as paper tracking procedures, handling equi
pment, and personnel.



Note: Outbound Cost does not include Transportation costs.

Inbound Capacity

In this number field, enter the maximum quantity of product this site is capable of
accepting during this period.

You can also leave it blank or enter INF
(infinity) to define
a capacity with no maximum.

Outbound Capacity

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In this number field, enter the maximum quantity of product this site is capable of
shipping during this period.

You can also leave it blank or enter INF (infinity) to define a
capacity wi
th no maximum.

Inv Carrying Cost %

This number field specifies the cost percentage for holding inventory of specified
product at this site during this period in the optimization run.

This percentage and the
Product Value are used to calculate inventory ho
lding costs.

If the inventory carrying
cost percentage is 10% for example, enter ”10” in this field.


Inv Turns

This field allows you to specify a (piecewise) linear function from which the average
inventory can be calculated during optimization.


We
define the following relationship between Average Inventory and Throughput:


Average Inventory

= m x Throughput


Where
m

is the inverse of the inventory turns value.



Max Inv Qty

This number field specifies the maximum number of units of specified produc
t that this
site can stock during this period.

Min Inv Qty

This number field specifies the minimum number of units of specified product that this
site is allowed to stock during this period.

Scheduled Receipt

In this number field, enter the number of units

that this site will receive during this period
outside of the other logic set up in the model.


Safety Stock

This number field specifies the number of units held in inventory to buffer against stock
outs due to demand variation.

Note: Inventory optimizat
ion software is required to calculate the optimal safety stock in
a system. In the network model, the value of the safety stock is input as a quantity and
needs to be determined using an inventory optimizer.


Cycle Stock

Data Tables

89

This number field specifies the num
ber of units held in inventory to facilitate meeting
seasonal demand efficiently. The unit basis is quantity.

Note: Inventory optimization software is required to calculate the optimal cycle stock in a
system. In the network model, the value of the cycle s
tock is input as a quantity and
needs to be determined using an inventory optimizer


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90

Proces
ses Multi
-
Period

Period Name

In this drop down menu, select the time period in which the changes in the routing will
occur.

Process Name

In this text field, enter a descriptive name for the process you are specifying for this
period.

Process Step Name

In
this text field, enter a descriptive name for this particular step of the process that you
are specifying.

Next Process Step

In this text field, choose the next step of the process.

When the process is complete,