Refresh Plans Faster for Measures Loaded at Aggregated Levels

Reducing the latency of data updates in a plan is imperative. With this update, measure data loaded at aggregate levels is processed in parallel through multiple threads, and the time required to make available the latest data in a plan is reduced.

You can collect measure data using the file-based data import (FBDI) templates. Using the import templates named Supply Chain Planning Measures (ScpMeasuresImportTemplate.xlsm) and Supply Chain Planning Forecast Measures (ScpForecastMeasureImportTemplate.xlsm), you can collect data at the level that a measure is stored at or at an aggregate level above the stored level. For example, the predefined Sales Forecast measure is stored at the Item, Organization, Customer Site, Demand Class, Sales Rep,  and Day levels. You can collect data for this measure at this stored level or at an aggregate level (for example, Category level instead of the Item level and Customer level instead of the Customer Site level).

When you collect measure data at an aggregate level, the data is disaggregated to the stored level during the Refresh Data step when your demand plan is run as well as when you run the scheduled process named Orchestrate Refresh Measures Processes. This disaggregation is done using the disaggregation basis specified for the measure in its configuration.

This feature uses multiple scheduled jobs for the disaggregation process, allowing for parallel processing and thereby reducing the time required to run the plan or scheduled process when measure data is collected at an aggregate level.

Steps to Enable

To support backward compatibility and avoid any adverse impact on the time required to run your demand plan or the scheduled process named Orchestrate Refresh Measures Processes, this feature is delivered disabled by default.

To enable this feature, follow these steps.

1. In the Demand Management work area, on the Tasks panel tab, in Configuration, select Manage Planning Profile Options.
2. On the Manage Planning Profile Options page, search for the SCP_PARAMETER_OVERRIDES profile option.
3. If the SCP_PARAMETER_OVERRIDES profile option exists, then add a profile value as follows:
   • Profile Level: Select Site to set the value globally for all users. Select User to set the value for a specific user, in which case you must then select a user in the User Name column. User-level values take precedence over the site-level value. If you set the profile value at the user level, then make sure you select the user that’s used for plan runs and for the scheduled process named Orchestrate Refresh Measures Processes.
   • Profile Value: Enter parallelDisaggregationUsingHash=true. You can enter multiple profile values for a profile level provided you separate them with a space or semicolon.
4. If the SCP_PARAMETER_OVERRIDES profile option doesn't exist, then follow these steps:
   1. In the Setup and Maintenance work area, go to the Manage Profile Options task in the Supply Chain Planning functional area.
   2. On the Manage Profile Options page, in the Profile Options section, click the New icon.
   3. On the Create Profile Option page, create the profile option as follows:
      • Profile Option Code: SCP_PARAMETER_OVERRIDES
      • Profile Display Name: SCP_PARAMETER_OVERRIDES
      • Application: Planning Common
      • Module: Planning Common
      • Start Date: current date

Leave the remaining fields blank.

1. 4. Click Save and Close.
   5. On the Manage Profile Options page, for the SCP_PARAMETER_OVERRIDES profile option, in the Profile Option Levels section, select the checkboxes in the Enabled and Updatable columns for the Site and User levels.
   6. Click Save and Close.
   7. In your work area, on the Manage Planning Profile Options page, search for the SCP_PARAMETER_OVERRIDES profile option, and set the profile value as previously explained.

NOTE: You may need to work with someone who has administration privileges to make these profile-related changes.

Once this feature is enabled, multiple scheduled processes will be called for the disaggregation of measure data during the Refresh Data step when the demand plan is run as well as when the scheduled process named Orchestrate Refresh Measures Processes is run.

Tips And Considerations

When this feature is enabled, the disaggregation process will be run in 15 separate scheduled processes with each process containing a unique set of products. You can change the number of scheduled processes. You can also change the grouping to be based on organizations, customers, or demand classes instead of by product.

To change the number of scheduled processes from the default of 15, create a profile option named MSC_DISAGG_HASH_SIZE, and set its value to the required number of processes.

1. In the Setup and Maintenance work area, go to the Manage Profile Options task in the Supply Chain Planning functional area.
2. On the Manage Profile Options page, in the Profile Options section, click the New icon.
3. On the Create Profile Option page, create the profile option as follows:
   • Profile Option Code: MSC_DISAGG_HASH_SIZE
   • Profile Display Name: MSC_DISAGG_HASH_SIZE
   • Application: Planning Common
   • Module: Planning Common
   • Start Date: current date

Leave the remaining fields blank.

4. Click Save and Close.
5. On the Manage Profile Options page, for the MSC_DISAGG_HASH_SIZE profile option, in the Profile Option Levels section, select the checkboxes in the Enabled and Updatable columns for the Site and User levels.
6. Click Save and Close.
7. In the Demand Management work area, on the Tasks panel tab, in Configuration, select Manage Planning Profile Options.
8. On the Manage Planning Profile Options page, search for the MSC_DISAGG_HASH_SIZE profile option.
9. In the Profile Values section, click the New icon.
10. Set the profile value as follows:
    • Profile Level: Select Site to set the value globally for all users. Select User to set the value for a specific user, in which case you must then select a user in the User Name column. User-level values take precedence over the site-level value. If you set the profile value at the user level, then make sure you select the user that’s used for plan runs and for the scheduled process named Orchestrate Refresh Measures Processes.
    • Profile Value: Enter the required number of scheduled processes.
11. Click Save and Close.

To change the basis of groupings from the default of the Product dimension to the Customer, Demand Class, or Organization dimension, create a profile option named MSC_DISAGG_BY_DIM:

1. In the Setup and Maintenance work area, go to the Manage Profile Options task in the Supply Chain Planning functional area.
2. On the Manage Profile Options page, in the Profile Options section, click the New icon.
3. On the Create Profile Option page, create the profile option as follows:
   • Profile Option Code: MSC_DISAGG_BY_DIM
   • Profile Display Name: MSC_DISAGG_BY_DIM
   • Application: Planning Common
   • Module: Planning Common
   • Start Date: current date

Leave the remaining fields blank.

4. Click Save and Close.
5. On the Manage Profile Options page, for the MSC_DISAGG_BY_DIM profile option, in the Profile Option Levels section, select the checkboxes under the Enabled and Updatable columns for the Site and User levels.
6. Click Save and Close.
7. In the Demand Management work area, on the Tasks panel tab, in Configuration, select Manage Planning Profile Options.
8. On the Manage Planning Profile Options page, search for the MSC_DISAGG_BY_DIM profile option.
9. In the Profile Values section, click the New icon.
10. Set the profile value as follows:
    • Profile Level: Select Site to set the value globally for all users. Select User to set the value for a specific user, in which case you must then select a user in the User Name column. User-level values take precedence over the site-level value. If you set the profile value at the user level, then make sure you select the user that’s used for plan runs and for the scheduled process named Orchestrate Refresh Measures Processes.
    • Profile Value: Enter one of the following:
      • prd for the Product dimension (This value is the default and is used if the profile option doesn’t exist.)
      • org for the Organization dimension
      • cus for the Customer dimension
      • dcs for the Demand Class dimension
11. Click Save and Close.

These settings will apply to all subsequent runs of the demand plan and the scheduled process named Orchestrate Refresh Measures Processes.

Key Resources

• For more information, see the topics titled Create and Edit Profile Options and Set Profile Option Values.

Access Requirements

Users who are assigned a configured job role that contains this privilege can access this feature:

• Run Plan with Snapshot (MSC_RUN_PLAN_WITH_SNAPSHOT_PRIV)

This privilege was available prior to this update.