Related topics
- Configure the system to send/receive alert messages
- Create imports for demand plan
- Demand plan process
This document outlines the different process steps and the order in which these actions should be taken. - Import data to be used in a demand plan
In this program you are able to import data from different sources in order to create a demand plan based on the imported details. Through the Refresh and validate option the system controls that the details are valid and can be used in a demand plan.
The following options exist:
- Details from one import ID can be added to another import ID.
- Details from one import ID created in another company can be added to an import ID in the current company.
- Delivery schedules from customers can be added to an import ID.
- Details from a demand plan that exist in the current company or in another company can be added to an import ID.
When lines are maintained through the Details option on this panel, then the key fields for the demand plan are not shown. They are added from the Item file and Customer file by the Refresh and validate option.
Since the validation of the details is a batch job, any errors found during validation are reported as alerts to the user who originally created the import ID. Lines that were found to be in error are indicated on the Work with import for demand plan, Details panel.
Options
| Details | Select this option to manually add or maintain details on item/warehouse level for the import ID. |
| Refresh and validate | Select this option to refresh and validate the details that are to be retrieved before they can be used in the demand plan, e.g., item group, item family, customer group, or customer categories for the import ID. The different details are retrieved from the Item file and Customer file. When you refresh the demand plan, no previous information is changed. The system will only retrieve new information if a change in the selection parameter has been made. |
| Copy/add | Select this option to copy details from one import ID and add them to another. |
| Include | Select this option to retrieve details from an import ID created in another company and include them in the selected import ID in the company in which you are working. |
| Include delivery schedule | Select this option to include details from an inbound delivery schedule. |
| Include plan | Select this option to include details from a demand plan. The demand plan could exist either in the company in which you are working or in another company. Note: You cannot include details from a demand plan of type Item based (6). |
Selection fields
- Import ID
- This column lists the existing import ID’s.
- Created
- Displays the creation date of the import ID.
- Time
- Displays the creation time of the import ID.
- Used
- Indicates if the imported data is used in a demand plan.
Work with import for demand plan (INVD82004)
On this detail panel you add, maintain or view customer and item information, including quantity, warehouse and forecast period.
- Import ID
- This unique code identifies the import ID. For existing records, this field cannot be changed.
- Period type
- The period type indicates whether the periods during which the demand plan is valid should be based on weeks, months or days. This field can be changed.
Code Description 1 Week 2 Month 3 Day
Note: Only valid for demand plans of type 2 (Promotion).
- Customer
- The customer of the demand plan that is to be created based on the import ID. This field can be changed.
- Update IC
- YES is defaulted. Indicate if the IC forecast should be updated with the imported details when you run IC calculations. This field can be changed.
This field controls if a demand plan based on the actual import ID may be activated or not. The reason for not allowing a demand plan based on imported data to be activated is to prevent the IC forecast to be affected by the same quantity twice. This may happen if the import ID is based on a delivery schedule from a customer that has Include in forecast set to YES in the DI document DELFOR.
- Created by
- The user ID and name of the person who created the import ID is defaulted.
- Creation date
- The import ID creation date is defaulted.
- Creation time
- The import ID creation time is defaulted.
- Validated in error
- NO is defaulted in Add mode. Indicates if the validation ended in error.
Work with import for demand plan, Copy/Add (INVD82005)
On this panel you copy details from the selected import ID and add them to another import ID. All details will be copied. There is no selection possibility. Note that the period type must be the same for both.
- Import ID
- This code identifies the import ID you selected to copy.
- Description
- The description of the import ID you selected to copy.
- To import ID
- This code identifies the import ID to which the copied details should be added.
- Clear before
- Indicate if the import ID to which you are copying details should be cleared before the new details are added.
Work with import for demand plan, Deletion (INVD82008)
Work with import for demand plan, Include (INVD82011)
On this panel you retrieve details from an import ID which is created in another company and include them in the selected import ID.
- Import ID
- This code identifies the selected import ID to which details should be retrieved.
- Description
- The description of the selected import ID.
- Fr import ID
- This code identifies the import ID from which you want to retrieve details.
- Cmp
- This code identifies the company where the import ID is created from which you want to retrieve details.
- Clear before
- Indicate if the selected import ID should be cleared before the details from the other company’s import ID are included.
Work with import for demand plan, Include from delivery schedule (INVD82014)
On this panel you retrieve details from an inbound delivery schedule and include them in the selected import ID.
- Import ID
- This code identifies the selected import ID to which details from an inbound delivery schedule should be retrieved.
- Description
- The description of the selected import ID.
- From cust
- The customer of the delivery schedule from which details should be retrieved.
- Delivery schedule number
- The number of the inbound delivery schedule from which details should be retrieved.
- Cb
- Indicate if the selected import ID should be cleared before the details from the inbound delivery schedule are included.
Work with import for demand plan, Refresh and validate (INVD82017)
When you retrieve details to be used in the demand plan this program checks that the detailed information is without any errors and can be used. If errors are found, then alerts are sent to the user who originally created the selected import ID.
Note: The details must be refreshed and validated in order to be used when creating a demand plan.
- Import ID
- This code identifies the import ID that you selected to refresh and validate.