Viewing, Editing, and Deleting a Demand Plan

After you create a demand plan, you can open it to view or edit details. For example, you might want to update projection totals or delete the plan.

To view or edit an existing item demand plan:

  1. Go to Transactions > Demand Planning > Item Demand Plans.

  2. Do one of the following:

    • Click View next to a plan to open it.

    • Click Edit next to a plan to make changes.

      Note:

      The only header fields that can be edited on the plan are the Custom Form, Unit of Measure, and Memo.

      These fields are for viewing only: Location, Item, Projection Method, Projection Interval, Projection Start Date, Projection Duration, and Historical Analysis Duration.

  3. You can change your view of the demand plan by adjusting the date range or the plan view, as described below:

    1. Year – Enter the year to view.

    2. Month – Select a month to view.

    3. Start Date – Enter the first date of the period you want to view.

    4. End Date – Enter the last date of the period you want to view.

    5. View – Choose to see the demand results in a Daily, Weekly or Monthly format.

  4. The Calculated column shows the projected demand.

    • When viewing a plan, the calculated quantity is for reference only.

    • When editing a plan, you can enter a new number in the Quantity field to change the demand for each line or interval.

  5. Last Plan Modified – This field displays the date of the most recent changes to the plan.

  6. Last Projection Method – This field displays the most recent projection method used.

  7. To save your changes, click Save.

To delete a plan:

  1. In the Demand Plan list, click Edit next to the plan you want to delete.

  2. On the Demand Plan page, under Actions, click Delete.

Related Topics

General Notices