Viewing, Editing, and Deleting a Demand Plan

After a demand plan is originally created, you can open the plan to view or edit the plan details. For example, you may want to edit some of the calculated projection totals, or delete a 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 see the plan.

   • Click Edit next to a plan to make changes to the plan.

     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 alter your view of the demand plan by changing 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 amount.

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

   • When you are editing a plan, the calculated quantity displays and a new number can be entered in the Quantity field. This new number changes the demand quantity for each line. Enter an amount to revise the demand plan for that 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 any changes entered on this plan, click Save.

To delete a plan:

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

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

Related Topics

• Setting Up Demand Planning
• Demand Planning on Item Records
• Calculating Item Demand
• Monitoring the Demand Plan Status
• Manually Entering an Item Demand Plan
• Creating Item Supply Plans
• Monitoring the Supply Plan Status
• Viewing, Editing, and Deleting a Supply Plan
• Manually Entering an Item Supply Plan
• Creating Orders from Supply Plans
• Reporting on Demand Planning
• Distribution and Demand Planning
• Demand Planning and Inventory Allocation
• Time Fences
• Planning Action Messages
• Demand Planning

General Notices