Creating a Refresh Planning Repository Schedule

The Refresh Planning Repository feature enables you to create a new planning repository schedule and review existing schedules. After refreshing the planning repository schedule, you can run one or more plans and launch a plan immediately after the refresh completes.

You can go to the workbench from this page when you run one or more plans.

To create a refresh planning repository schedule:

1. Go to Transactions > Supply Planning > Refresh Planning Repository > Schedule.

2. In the Transfer Type section, select a refresh option:

   • Complete Refresh – to purge data from the repository and reload all item setup data and transactions for the supply plan.

   • Net Change – to reload data that has changed since the last repository refresh.

3. If you selected a net-change transfer type, select a Refresh Option:

   • Item Setup – when you have changed planning times or lead times but do not want the transactions to change.

   • Item Setup and Transactions – to bring in only transactions within the defined date range.

4. Enter a Date Range:

   • Date From – the start date for the item setup and transactions date range.

   • Date To – the end date for the item setup and transactions date range.

5. (Optional) Select the Supply Plan Definition you want to launch after you have successfully refreshed the repository.

6. Enter Schedule parameters:

   1. Enter a schedule Name.

   2. To set the Next Date you want the repository to run, click on the calendar icon next to the field and then select a date.

   3. Enter the Next Time you want the repository to run. To view the results the next day, you can schedule the process to run overnight.

   4. Select a Recurrence Frequency. This represents how often the repository will run.

   5. Select a Repeat Every number. For example, if you select 1 and the recurrence frequency is daily, the repository will run every day.

   6. If this schedule has an end date, beside the End Recurrence On field, click the calendar icon and then select a date.

   7. To disable this schedule, check the Inactive box.

7. Click Save.

Note:

After you create a refresh planning repository schedule, NetSuite enables you to launch the plan and run one or more plans.

Related Topics:

Viewing the Planning Repository Event Log

Planning Repository

General Notices