on selected headline below to be re-directed to article)
7/13/13: PSI Planner
now integrated with All Orders and Quickbooks®
10/1/12: New S&OP
Management Tool released
10/01/11: PSI Planner™ version
07/01/11: PSI Planner™ Guided
Tour with Audio Narration Released
06/01/11: Introduction to Lean Supply
Chain & Logistics Management Training Package released
Planner™ FC and SP
enables your S&OP process
10/28/10: PSI Planner™version
05/01/10: Lean Supply Chain
Management Simulation Game Released
10/26/09: PSI Planner™version
Planner™ for a "Lean"
Supply Chain Free Web Demo
ROI Calculator released
Planner™ version 5.0
Web based demonstrations and training now available
Supply Chain Training Services
version 4.0 released...new Web Enabled
module launched (also includes list of prior enhancements)
article in APICS
Press Releases and Articles
PSI Planner now integrated with All
Orders a Quickbooks® Partner
All Orders by
NumberCruncher is the first inventory and
order management software designed for QuickBooks. Since 1999
thousands manufacturers, wholesalers and eTailers rely on our
software to manage their everyday business activities accross the
globe. With robust inventory control, order management, materials
resource planning and production control capabilities, the family of
All Orders products delivers manufacturing advanced functionality to
small to medium sized businesses at an affordable price.
is fully integrated with NumberCruncher’s
flagship product, All Orders,
which adds inventory and order management capabilities to
Management Tool available at
We have just released a new Sales and Operations Planning
Management Tool for Excel® that we are making available to the
businesses for free. This tool is integrated with our Supply Chain
Planner™ for Windows®, but users can also import data from
The reason we are offering this at no cost is twofold. First, of course
we hope that people will see the benefit of having one integrated
solution for their Strategic, Tactical and Operations Planning and
Planner™; but we also feel strongly about the
need for businesses to have a structured S&OP process to
their business performance.
PSI Planner™ version
12.0 was released on
October 1, 2011. The major enhancements include an Outlier Filter and
an additional forecasting method option (the "Naive" method)..
PSI Planner™ Guided
Tour with audio Narration released
Planner™ Guided Tour
has just been enhanced
with audio narration. If you'd like to view it, let us know and we'll
be happy to send you a link.
Planner™ FC and SP
We are pleased to announce the release
Planner FC™, a "lite" version of our popular
Forecasting module (does not include our DRP or MPS modules) at a very affordable
This "lite" version has many of the same features as our current
Forecast module, but can now be used as a "stand alone" to drive your
S&OP, Master Production Scheduling and Shop Floor Scheduling
We are also offering our DRP/MRP and MPS modules combined as a "stand
alone" system going by the name of "PSI
Call us today for more information or license now
available on Amazon.com
a special promotional price (for a limited time only):
Planner FC for Windows
Planner SC for Windows
Planner™ to enable
your S&OP process
can enable your company's
and Operations Planning process so that you can see the "forest for the
trees" and avoid capacity issues that might limit your company's growth
and performance. If you'd like to know more, please contact us about
our S&OP slide show.
Planner™ version 11.0
11.0 was released on
October 28, 2010. The major enhancement in version 11.0 is a "Best Method" Forecasting option along
with other improvements. Our next version will include the addition of
a Constrained Planning module
Supply Chain & Logistics Simulation Game Released by Enna
a major publisher in
the area of "Lean Thinking" has released our new Lean Supply Chain
Management Simulation Game. This will
soon be followed in November 2010 by the first of a number of Lean Supply Chain
Management Training Packages (Overview,
Organization and Value Stream Mapping) which will be available for
purchase at the same website.
Planner™ version 10.0
10.0 was released on
October 26, 2009. Enhancements in version 10.0 include a Calculated
Safety Time option and Forecast Percent Change by range and periods.
A web-accessed "pay as you
go" version of PSI
Planner™, our popular Supply
Planning system, which allows you to:
It's easy to understand
and use and no
install or maintain! So please contact us
today to find out more about our new Software as a Service (SaaS) model!
Planner™ for a "Lean"
- Organize your Supply
Chain Planning in one
- Access the system from
- Work together from
- Have automatic, secure
- Have protected and
Windows® Live Web Demo –
these trying economic times, it is more important than ever to manage
your company’s order-to-cash cycle and keep your Supply Chain
a tool like PSI
Windows® to improve your forecast accuracy and move from a
“push” to a demand “pull” type
of system can
help you to significantly
improve your inventory turns and customer service levels.
features integrated Sales Forecasting, DRP/MRP and Master Production
Scheduling modules. It is seamlessly integrated with your ERP system,
enabling you to have a “closed loop” between your
and Execution functions, significantly speeding up your planning and
response times in this ever changing world.
a live web
demonstration today to get a better understanding of what an integrated
Supply Chain Planning tool can do for your company
Planner™ version 9.0
9.0 was released on
September 1, 2008. Enhancements in version 9.0 include an additional
forecasting method, Exponential Smoothing, among other things. Future
planned enhancements include "best method" Forecasting, Constrained
Planning and expanded Web capabilities.
Planner™ version 8.0
8.0 was released on September 1, 2007. We are now
working on the next generation of our system which will be totally
based, thereby enhancing the abiltiy to collaborate and share
information anywhere and anytime! Stay tuned for futher updates.
Enhancements in version 8.0 include:
Forecast Variance Report – Export to a
separated file which can be opened in MS-Excel and other spreadsheet
programs for tracking and reporting.
Planner™ version 7.0
version 7.0 was released on September 5, 2006. It includes added
features such as:
- Available To
Promise “Exception” Report
– allows users to “audit” inventory
against actual supply
and demand only for 1) SKU’s with Action Item messages
and/or 2) "greater than' or 'less than' a selected Periods On Hand of
Supply. This report is
especially useful for clients with multiple DC’s.
Seasonality Index -
users can create and save multiple
for product specific promotional calendars, etc.
- Forecast Filter Report
– can now compare
upcoming forecasts against “same time last year”
as a “reasonableness” check. Previously could only
periods of history.
Calculator v2.0 released
just released version 2.0 of its' ROI
Calculator which is available
companies that are in search of a Supply Chain Planning system. The ROI Calculator
is a simple
spreadsheet tool that enables companies to see what type of actual
return on investment they can expect to get from a Supply Chain
Planning system and to understand the true "value proposition" that PSI
Planner™ has to offer versus its' competitors.
Planner™ version 6.0
6.0 was released on July 5, 2005. It includes added features such as:
- Data export
directly to MS-Excel®
both the System Initialization and DRP module export screens, we have
the capability to export selected data directly to MS-Excel®
for users to have easy access to data for reporting.
Utility in Data Editor – We have added a capability for users
or “mass” updates to fields in the Data Editor
function allows users to enter, edit and maintain fields in PSI
are not available in their ERP system. This new function allows them to
modify data ranges for a specific field saving them the effort of
entering the same code many times for a field.
- Firm Planned
Customer Orders (FPCO) – Similar to the Firm Planned Order,
allows users to make incremental changes to an SKU’s daily,
forecasts in the DRP screen. This change will be stored unless
modified by the user or until the date for the FPCO has passed.
- Global ABC
Settings by Vendor – The Global ABC Setting screen allows
any or all of the following fields by ABC code on a
time, lead time, order quantity and order time. Previously, this was
available by Location. Version 6.0 will allow users to set this by
instead if they wish.
information on Forecast screen – The forecast main screen is
to display additional, useful information for each SKU such as total
customer orders, month-to-date sales and forecast flag setting.
- ABC table
display – After users generate ABC codes in the Forecast
now have the ability to view the table containing the details for all
Planner™ version 5.0
Our latest version of
is now available and includes new features such as:
- Store forecast
(Manual Adjustment vs. PSI Statistical) - This modification allows
to enter and store adjustments to SKU monthly forecasts separately from
the PSI statistical monthly forecast. The Forecast Variance System will
then measure the accuracy of both the manual and PSI statistical
Any SKU forecast adjustments made in the Forecast module will over ride
the PSI statistical forecast and be brought over to the DRP module as
"forecast" in the DRP screen (after the system is re-initialized) when
creating Planned Orders/Receipts. The Aggregate function will now
the Adjustment field (if entered) instead of the Statistical and any
made to an aggregate will then be prorated the SKU level and show as an
- Economic Order
Quantity (EOQ) calculation
- The EOQ calculation minimizes total cost when calculating an order
size for an SKU. In PSI Planner, the user enters "global" settings for
specific cost categories (i.e. holding costs and ordering costs) in the
Options screen of the Forecast module. After entering that data, the
can then automatically calculate an EOQ for each SKU (or a range of
in the Generate screen of of the Forecast module. The EOQ quantity will
then be put into the "Order Quantity/Minimum Order" field in PSI
which will then be used to generate Planned Receipts and Orders in the
DRP module after initialization.
- Expanded Item
Location fields – Users
now has the option to import data using expanded item (to 32
and location (to 8 characters) fields.
option - PSI Planner
does a basic check of the environment such as write permissions of
drive, folders, database integrity, etc. It is a basic checking tool,
will give the user a better explanation of what outside things might be
affecting PSI performance.
- Sequel Server
access – Added as an
alternative for the ODBC interface for the PSI Planner Web Access
- Progress bar and
yield – History/Forecast,
Forecast Filter and DRP-Planned Order reports now have a progress bar
yields to system CPU to prevent conflicts when running the
search – In the Forecast
and DRP module “Access, Find” areas, users can now
of items, locations, etc rather than entering codes from memory.
Planner™version 4.0 released
list of prior enhancements)
Some of the new
features in our previous PSI
We also have future
plans to add more
Web Enablement features, Constrained Production Planning functionality,
and a Finite Capacity Scheduling module to PSI
will perform detail production line scheduling with specified machine,
material and manpower constraints). As is the case now, this new module
will be easy to understand and use.
- Web enabled
Forecasting, DRP and
MRP modules for easy collaboration with remote personnel, customers
- Firm Planned
(FPO) - The Firm Planned
Order (FPO) function allows a planner to override the order-planning
in DRP and specify a date and a quantity for an order.
- Frozen Planning
Window (FPW) - A Frozen
Planning Window refers to periods of time during which the schedule is
fixed and typically, no further changes are possible.
- User defined
Calendar - User defined index which can be applied to the forecast in
to previously existing "automatic" method which uses individual SKU
data to develop an index.
- Allows for user
access restriction for System and other modules
import/export - Import and export
ASCII flat files, HTML and ODBC interfaced files.
and proration - Aggregate/prorate
item-location forecasts by Class, ABC code, Zone and a variety of other
options - Moving
average, weighted moving average and percentage change methods now
in addition to Linear Regression.
- Available To
(ATP) - View
“Available to Promise” time phased screen for an
(i.e. net available against customer orders only; not including
- A Forecast
Reporting System to
"automate" the sometimes tedious but critical activity of measuring
versus actual forecasts.
- DRP and MRP
capability to visualize
current and projected inventory balances versus gross forecasted and
demonstrations and training now available
We are now able to
offer live web demonstrations
with the option of using
data from your company.
New and existing
customers also have
the option of live web based software training as opposed to
classroom based training.
Chain Training Services
courses that cover every aspect of the Supply Chain
which can be customized
to meet the specific needs of your organization.
people have long appreciated the value of effectively managing the
Chain or Logistics function. These functions may include the management
of customer service/order entry, purchasing, inventory management,
production planning, distribution center operations,
and computerized logistics systems.
Chain process can absorb 7.5% and more of every sales dollar and
affects customer satisfaction.
Supply Chain strategies, re-engineering of the Supply Chain and
information flow along with effective use of your resources can:
Planning Associates, LLC can help identify what Supply Chain services
needed, such as:
- Improve inventory
turns and customer service levels
- Enhance efficient
consumer response (ECR) resulting in increased sales
- Provide logistics
- Identify system
integration/interface opportunities to improve information flow
traffic and transportation functions to reduce shipping costs per
Chain trainer should be available to you at
the right time
the right price - with
the right qualifications.
of Best Practices of Supply Chain
and Sales & Operations Planning (S&OP)
of information technology for the Supply Chain
of the order replenishment cycle
quantification and implementation of Supply Chain improvements
of the creation/enhancement of process-flow diagrams
Partner of our consulting practice has been a successful change
for a variety of clients and organizations of all sizes. He has over 18
years experience in Supply Chain strategies, systems and operations
has resulted in bottom-line improvements.
experience with various Supply Chain systems (in addition to PSI
and holds a BS in Logistics from The Pennsylvania
University and an MBA in Physical Distribution from Temple University.
He has an extensive background as a Supply Chain professional, teacher
Planner™ article in
2002 issue of APICS Magazine contained a favorable software review
contact us for copies of the article.