Minimum Order Quantity

Fixed Lot Size Multiplier

Maximum Order Quantity

Fixed Order Quantity

Rounding

Work orders

On-hand inventory

Purchase requisitions

Purchase orders

Transfer orders

Planned Orders

Create public page layouts that are tailored to specific business needs.

You cannot create custom dashboards by user.

Enable layout security checkbox in the Administer Planning Security.

Create private page layouts that are tailored to specific business needs.

The organization was not enabled for collection under Manage Planning Source Systems.

The organization must be enabled in Manage Planning Parameters.

The organization is an Item Organization.

The organization must be enabled in Manage Planning Profile Options.

You do not have data access to the organization.

It does not recognize forecast exceptions.

It reads published planning data from interface tables.

It received supplier commits.

It creates or updates an order forecast, used by Supply Chain Collaboration to publish to suppliers.

Open a table with the Adjusted Shipments Forecast measure and enter 1500. The Final Shipments Forecast measure will change to 1500 and the value will persist during subsequent demand plan runs.

Open a table with the Shipments Forecast measure and override it to 1500. The Final Shipments Forecast measure will change to 1500 and the value will persist during subsequent demand plan runs.

Open a table with the Shipments Forecast measure and override it to 1500. The Final Shipments Forecast measure will change to 1500. During the subsequent demand plan run, the Final Shipments Forecast value will change to 1250.

Open a table with the Adjusted Shipments Forecast measure and enter 1500. The Final Shipments Forecast measure will change to 1500. During the subsequent demand plan run, the Final Shipments Forecast value will change to 1250.

Define four segments based on demand type and item cost, define each segment's criteria, execute segmentation, and use the selector tool to create a new table or graph.

Define four segmentation based on demand type and item cost, define each segment's criteria, execute segmentation, configure planning analytics to update the dimension catalog, and use the selector tool to create a new table or graph.

Define four segments based on demand type and item cost, execute segmentation, and use the selector tool to create a new table or graph.

Define two segments based on demand type and item cost, execute segmentation, and use the selector tool to create a new table or graph.

to group items based on item attributes for the product and customer dimensions and then assign a replenishment policy to each group

to group items based on user-defined attributes and then assign a replenishment policy to each group

to group items based on similar global consumption levels and then assign a replenishment policy to each group

to group items based on similar consumption levels by warehouse and then assign a replenishment policy to each group

It includes parameter definition, including lot. serial number, and item sourcing rules.

It requires financial and accounting setups.

It does not physically of financially track material storage or movement.

It is ideal for deployments where inventory management may not be installed.

If you use a predefined template, you can't change the business objects being collected, but you can change the Collection Type.

Net Change collection does not collect Shipment and Booking history data.

During a Targeted collection for a specific business object, the existing data is first purged from the planning data repository.

If only a few business objects are selected for collection, their data dependencies are not automatically included in the data collection.

Run targeted collection for item costs.

Must run full data collection. It is not possible to update just item costs.

Run net change collection for item costs.

Item costs cannot be updated via a data collection processes.

Item costs is automatically updated. No data collection is necessary.

Based on the order value per customer weighted by the number of associated recommendations required to make the demand no longer at risk

Based on order value weighted by the number of compression days required to make the demand no longer at risk

Based on order value weighted by the number of associated recommendations required to make the demand no longer at risk

Based on the number of associated recommendations required to make the demand no longer at risk

Yes, if the adjustment is made below the aggregation level at which it is viewed.

Yes,if the adjustment is made at the same aggregation level at which itis viewed, or below.

No, both measures will always be different.

Yes,if the demand plan is approved and values are locked.

Yes,if the demand plan hasn't been run again after adjustment.

Manage Planning Analytics

Manage Planning Measures

View Planning Analytics

Manage Metrics

Plan Summary

Planning analyzes supply shortages and capacity overloads using any of the standard planning tools.

Must use Global Order Promising and Supply Chain Orchestration to release and create new supplies

Must have added sourcing rules to the Global Order Promising assignment set.

Planning pegs reserved supplies to sales orders.

Planning collects bookings or shipments history to forecast items.

A unit of measure conversion is a mathematical relationship between two different units of measure.

You must define a unit of measure class with a base unit of measure.

Non-standard, intraclass conversion rates can't be item specific.

A unit of measure standard conversion specifies the conversion factor by which the unit of measure is equivalent to the unit of measure class.

If you want to transact items in units of measure that belong to classes other than their primary UOM class, you must also define conversions between the base units of measure of the different UOM classes.

Open a table and select Actions, View Table Configuration and click UOM tab. Select primary UOM as pound and secondary UOM as kilogram.

Open a table and select View, Format Measures to find the measure. Now select pound as primary UOM and kilogram as secondary UOM.

Open a table and select Actions, View Table Configuration and click Measure tab. Find the measure, duplicate the measure, and rename it. Now select pound as UOM for the original measure and kilogram as UOM for the duplicated measure.

Open a table and select View, Format Measures to find the measure. Duplicate the measure and rename it. Now select pound as UOM for the original measure and kilogram as UOM for the duplicated measure.

Customer Location and Carriers

Safety Stock and Subinventories

Sales Channel and Demand Class

Calendar and Master Organization

Supplier Site and Service Level

Make orders for items being manufactured in the contract manufacturer organization.

Transfer orders for internally owned components being transferred from contract manufacturer to internal organizations.

Transfer orders for internally owned components being transferred from internal organizations to contract manufacturer organizations.

Transfer orders for finished goods being transferred from contract manufacturer organizations to internal organizations.

Buy orders for components purchased at internal organizations and contract manufacturer organizations.

Return orders for items being manufactured in the contract manufacturer organization.

Name, Access. Owner, and Notes

Name, Description. Access (but if the original plan was private, you can't edit the Users list), and Notes

Name, Description. Access. Supply Planning Mode, and Owner

Name, Description. Access. Owner. Include Archive, and Notes

In planning measures catalog, shipment forecast value measure is not enabled at item and organization level.

In plan parameters, Item List Price marked as primary does not have price defined for the particular item.

In plan parameters, shipment forecast value measure expression is not defined.

In planning measures catalog, shipment forecast measure is not enabled at item and organization level.

For demand plan option, add forecast shipments as forecasting profile, and enter historical buckets as 24.

For demand plan option, add forecast shipments as forecasting profile, enter history start date as 1/1/21. forecast start date as 1/1/23. and enter forecast end date as 12/31/23.

For demand plan option, add forecast shipments as forecasting profile, enter history start date as 1/1/21. enter history end date as 12/31/22. and enter forecast start date as 1/1/23.

For demand plan option, add forecast shipments as forecasting profile, enter historical buckets as 24. and enter forecast buckets as 12.

For plan scope, select plan horizon as 12 months, forecasting calendar as Gregorian, and forecasting time level as month.

For plan scope, select plan horizon days as 365. forecasting calendar as Gregorian, and forecasting time level as month.

Upload the value using File Based Data Import (FBDI)

Enter your value in the Safety Stock Quantity column in the Items page.

Run the Safety Stock Quantity Update Process.

Enter your value in the Safety Stock Quantity Override column in the Items page.

You cannot duplicate plans. You must create a completely new supply plan.

Manage Plans > Search and select supply plan > Actions > Duplicate.

Run process "Duplicate supply plans" with existing plan as parameter.

Manage Plans > Search and select supply plan > Actions > Edit Plan Options > Select Copy.

You cannot duplicate a plan that is not owned by you.

Manage Planning Profile Options

Manage Plans

Manage Sourcing Rules

Manage Assignment Sets

Manage Planning Source Systems

MAPE, MAD, and Bias are used to measure forecast accuracy. MAD and Bias are aggregated using sum. MAPE is aggregated using weighted average.

MAPE, MAD, and Bias are used to measure forecast accuracy. MAPE and Bias are aggregated using weighted average. MAD is aggregated using sum.

MAPE, MFE, and Bias are used to measure forecast accuracy. MAPE and Bias are aggregated using weighted average. MFE is aggregated using sum.

MAPE, MFE, and Bias are used to measure forecast accuracy. MAPE and MFE are aggregated using weighted average. Bias is aggregated using sum.

Calculating Safety Stock can optionally be included.

Forecasting profile's input demand measure can only be set to 'consensus forecast' or 'approved consensus forecast'.

Supply Planning Mode 'aggregated' can be turned off.

Lead time compression can optionally be included as a legitimate plan constraint.

Demand plan items

WIP components

All planned items

Purchased Items

Supply plan items

All sales orders