Importing Demand Planning Data for Items
The Demand Planning feature supports the use of demand plan and supply plan records to track anticipated supply and demand for inventory and assembly/BOM items. When this feature is enabled, you can include demand planning data in inventory items imports. If the Work Orders feature is also enabled, you can include demand planning data in assembly/BOM items imports.
You also can import data from Item Demand Plan transactions. See Item Demand Plan Import.
The Import Assistant supports the import of values for the following fields related to demand planning. Review the notes in the following table before setting up your CSV files and mapping these fields on the Import Assistant Field Mapping page. You should read Demand Planning and review details about other items record fields in the SOAP Schema Browser.
Field |
Notes |
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Replenishment Method |
Reorder Point is the default value for this field. You must set a value of Time Phased for each item you want to use with Demand Planning. When this value is set:
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Alternate Source Item |
An alternate item to be used as the source of historical sales data used for demand planning. When this field is left blank, the source for historical data is the original item.
Note:
You can select only an item that is of the same item type to be an alternate source. For example, if the original item is an inventory item, the alternate source item must also be an inventory item. |
Lead Time |
The average number of days between ordering this item from the vendor and receiving it. If no value is set, the default value from the Inventory Management Preferences page is used.
Note:
To set a value for this field, you must set Auto-Calculate Lead Time to False. |
Auto-Calculate Lead Time |
Boolean indicating whether lead time is auto-calculated or based on a value set in the Lead Time field. By default set to True. |
Safety Stock Level |
The amount of an item that should be kept in stock at all times. When the Replenish Method field is set to Time Phased, this value can only be defined as a quantity of items, not as a number of days supply. If no value is set, the default value from the Set Up Inventory Management page is used. |
Expected Demand Change |
Used when an item's demand plan forecast method is set to Seasonal Change. The percentage used to augment the forecasted amount according to seasonal variations in demand. Format is numeric; you do not need to include the % sign, for example: 32.5. |
Lot Sizing Method |
Possible values are:
Note:
If the Multi-Location Inventory feature is enabled, this field is in the Locations sublist on the Field Mapping page, and can have different values per location. |
Fixed Lot Size |
Used when Lot Sizing Method is set to Fixed Lot Size. The quantity that procurement of this item is always based on, regardless of demand projections.
Note:
If the Multi-Location Inventory feature is enabled, this field is in the Locations sublist on the Field Mapping page, and can have different values per location. |
Periodic Lot Size Type |
If you selected Periods of Supply as the lot sizing method, then make a selection in the Periodic Lot Size Type field:
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Periodic Lot Size Increment |
In the Periodic Lot Size Increment field, enter a number from 1 to 90. The increment starts on the first day an order is required. From the first day, NetSuite aggregates all orders in the increment. Orders are placed on the first day of the period. |
Supply Type |
This field's value can only be set for assembly items when the Allow Purchase of Assembly Items preference is enabled at Setup > Accounting > Accounting Preferences. In this case, the value can be either Build or Purchase.
Note:
If the Multi-Location Inventory feature is enabled, this field is in the Locations sublist on the Field Mapping page, and can have different values per location. In the following cases, this field is not available for import mapping:
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Demand Source |
Determines where demand data is sourced for an item. Possible values are:
Note:
If the Multi-Location Inventory feature is enabled, this field is in the Locations sublist on the Field Mapping page, and can have different values per location. |
Preferred Stock Level |
The Demand Source field determines where demand data is sourced for an item. Possible values are: Forecast from Demand Plan – Source only the item's demand plan record. Entered and Planned Orders – Source open orders and use the expected ship date as the demand date. If the item is a member of an assembly, demand for the assembly is included demand calculations for the item. Order and Forecast – Calculates demand for an item by including both the forecast amount and the amount on orders that have been entered.
Forecast Consumption – Calculates demand for an item by subtracting from the forecast quantity any item quantities on orders entered. This removes duplication if an order is already included as part of a forecast.
Note:
If the Multi-Location Inventory feature is enabled, this field is in the Locations sublist on the Field Mapping page, and can have different values per location. |
Additional Information
Related Topics
- Items Import
- Item Record Types that Can Be Imported
- Item Sublists Available for Import
- Notes about Items Imports
- Selecting General Ledger Accounts for Item Imports
- Importing Related Items Groups
- Importing Matrix Options for Items
- Importing Pricing Data for Items
- Replacing the Bill of Materials Sublist with the CSV File