Materials Planner (Job Role)
Manages and balances all demand and supply in the supply chain.
Role Hierarchy
The Materials Planner job role directly and indirectly inherits these roles.
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Materials Planner
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Plan Analysis
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Plan Inputs Reference Data Management
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Plan Management
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Plan Processing
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Planning Administration
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Planning Collected Data Management
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Item Inquiry
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Planning Item Management
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Planning Resource Management
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Duties
This table lists the duties assigned directly and indirectly to the Materials Planner job role.
Duty Role | Description |
---|---|
Item Inquiry |
Queries and views items in the enterprise. |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
Plan Inputs Reference Data Management |
Reviews all reference data entities like items, resources used as input to supply and demand plans |
Plan Management |
Manages demand and supply plans |
Plan Processing |
Manages, publishes and releases recommendations of demand and supply plans |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Planning Collected Data Management |
Manages data collection processes and verifies collected data. |
Planning Item Management |
Manages items used in demand and supply plans |
Planning Resource Management |
Manages manufacturing resources used in supply plans |
Privileges
This table lists privileges granted to duties of the Materials Planner job role.
Granted Role | Granted Role Description | Privilege |
---|---|---|
Item Inquiry |
Queries and views items in the enterprise. |
Manage Item Attachment |
Item Inquiry |
Queries and views items in the enterprise. |
Manage Item Catalog |
Item Inquiry |
Queries and views items in the enterprise. |
Manage Item Global Search |
Item Inquiry |
Queries and views items in the enterprise. |
Manage Product Management Search |
Item Inquiry |
Queries and views items in the enterprise. |
Manage Trading Partner Item Reference |
Item Inquiry |
Queries and views items in the enterprise. |
Manage Unit of Measure |
Item Inquiry |
Queries and views items in the enterprise. |
View Item |
Item Inquiry |
Queries and views items in the enterprise. |
View Item Organization Association |
Item Inquiry |
Queries and views items in the enterprise. |
View Item Relationship |
Item Inquiry |
Queries and views items in the enterprise. |
View Product Management Search |
Materials Planner |
Manages and balances all demand and supply in the supply chain. |
Monitor Planning Central Work Area |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
Compare Planning Scenarios |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
Compare Plans |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
Copy Planning Measure Data |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
Delete Measure Definition |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
Delete Planning Graphs |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
Delete Planning Tables |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
Edit Data in Planning Tables |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
Edit Planning Analysis Sets |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
Maintain Measure Definition |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
Maintain Planning Graphs |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
Maintain Planning Tables |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
Manage Inventory Transfer Order |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
Manage Planning Exceptions |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
Manage Planning Graphs |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
Manage Product Launch |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
Manage Production Plans |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
Manage Segments |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
Manage Supplier Operations |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
Manage Work Order Headers |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
Manage Work Order Operations |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
Manage Work Order Serials |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
Pick Components for Work Orders |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
Reserve Materials Automatically for Work Orders |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
Review Clear-to-Build |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
Review Demand Planning Data |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
Review Pegging Analysis |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
Review Plan Summary |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
View Measure Definition |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
View Plan to Produce Infolet Page |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
View Planning Analysis Sets |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
View Planning Tables |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
View Purchase Order |
Plan Analysis |
Manages and analyzes Supply or Demand Plans |
View Work Orders |
Plan Inputs Reference Data Management |
Reviews all reference data entities like items, resources used as input to supply and demand plans |
Edit Demand Classes |
Plan Inputs Reference Data Management |
Reviews all reference data entities like items, resources used as input to supply and demand plans |
Edit Demand Priority Rules |
Plan Inputs Reference Data Management |
Reviews all reference data entities like items, resources used as input to supply and demand plans |
Edit Planning Calendar Associations |
Plan Inputs Reference Data Management |
Reviews all reference data entities like items, resources used as input to supply and demand plans |
Edit Planning Calendars |
Plan Inputs Reference Data Management |
Reviews all reference data entities like items, resources used as input to supply and demand plans |
Edit Planning Simulation Sets |
Plan Inputs Reference Data Management |
Reviews all reference data entities like items, resources used as input to supply and demand plans |
Edit Supply Network Model |
Plan Inputs Reference Data Management |
Reviews all reference data entities like items, resources used as input to supply and demand plans |
Export Planning Data |
Plan Inputs Reference Data Management |
Reviews all reference data entities like items, resources used as input to supply and demand plans |
Generate Lead Time Insights |
Plan Inputs Reference Data Management |
Reviews all reference data entities like items, resources used as input to supply and demand plans |
Load Planning Hierarchies Data |
Plan Inputs Reference Data Management |
Reviews all reference data entities like items, resources used as input to supply and demand plans |
Load Planning Reference Data |
Plan Inputs Reference Data Management |
Reviews all reference data entities like items, resources used as input to supply and demand plans |
Load Planning Transaction Data |
Plan Inputs Reference Data Management |
Reviews all reference data entities like items, resources used as input to supply and demand plans |
Manage Lead Time Insights |
Plan Inputs Reference Data Management |
Reviews all reference data entities like items, resources used as input to supply and demand plans |
Monitor Plan Inputs Work Area |
Plan Inputs Reference Data Management |
Reviews all reference data entities like items, resources used as input to supply and demand plans |
Receive Data from Trading Partners |
Plan Inputs Reference Data Management |
Reviews all reference data entities like items, resources used as input to supply and demand plans |
Review Planning Currencies |
Plan Inputs Reference Data Management |
Reviews all reference data entities like items, resources used as input to supply and demand plans |
Review Planning Currency Conversions |
Plan Inputs Reference Data Management |
Reviews all reference data entities like items, resources used as input to supply and demand plans |
Review Planning Units of Measure |
Plan Inputs Reference Data Management |
Reviews all reference data entities like items, resources used as input to supply and demand plans |
Save Changes to Planning Simulation Set |
Plan Inputs Reference Data Management |
Reviews all reference data entities like items, resources used as input to supply and demand plans |
View Cross-Reference Relationships for Collected Data |
Plan Inputs Reference Data Management |
Reviews all reference data entities like items, resources used as input to supply and demand plans |
View Demand Classes |
Plan Inputs Reference Data Management |
Reviews all reference data entities like items, resources used as input to supply and demand plans |
View Demand Priority Rules |
Plan Inputs Reference Data Management |
Reviews all reference data entities like items, resources used as input to supply and demand plans |
View Planning Calendar Associations |
Plan Inputs Reference Data Management |
Reviews all reference data entities like items, resources used as input to supply and demand plans |
View Planning Calendars |
Plan Inputs Reference Data Management |
Reviews all reference data entities like items, resources used as input to supply and demand plans |
View Planning Objects Using REST Service |
Plan Inputs Reference Data Management |
Reviews all reference data entities like items, resources used as input to supply and demand plans |
View Planning Simulation Sets |
Plan Inputs Reference Data Management |
Reviews all reference data entities like items, resources used as input to supply and demand plans |
View Supply Network Model |
Plan Management |
Manages demand and supply plans |
Delete Plans |
Plan Management |
Manages demand and supply plans |
Edit Plan Options |
Plan Management |
Manages demand and supply plans |
Edit Planning Scenarios |
Plan Management |
Manages demand and supply plans |
Edit Plans |
Plan Management |
Manages demand and supply plans |
Manage Plan Collaboration Spaces |
Plan Management |
Manages demand and supply plans |
Manage Rolling Archives |
Plan Management |
Manages demand and supply plans |
Manage Scenario Collaboration Spaces |
Plan Management |
Manages demand and supply plans |
Save Plan Extract |
Plan Management |
Manages demand and supply plans |
View Plan Options |
Plan Management |
Manages demand and supply plans |
View Planning Scenarios |
Plan Management |
Manages demand and supply plans |
View Plans |
Plan Processing |
Manages, publishes and releases recommendations of demand and supply plans |
Approve Demand Plan |
Plan Processing |
Manages, publishes and releases recommendations of demand and supply plans |
Compare Orders |
Plan Processing |
Manages, publishes and releases recommendations of demand and supply plans |
Delete Planning Notes |
Plan Processing |
Manages, publishes and releases recommendations of demand and supply plans |
Edit Demands and Supplies |
Plan Processing |
Manages, publishes and releases recommendations of demand and supply plans |
Edit Planning Notes |
Plan Processing |
Manages, publishes and releases recommendations of demand and supply plans |
Extract Planning Data |
Plan Processing |
Manages, publishes and releases recommendations of demand and supply plans |
Maintain Planning Workflow Processes |
Plan Processing |
Manages, publishes and releases recommendations of demand and supply plans |
Manage Demand Fulfillment |
Plan Processing |
Manages, publishes and releases recommendations of demand and supply plans |
Mark Orders for Release |
Plan Processing |
Manages, publishes and releases recommendations of demand and supply plans |
Monitor Planning Scheduled Processes |
Plan Processing |
Manages, publishes and releases recommendations of demand and supply plans |
Process Supply Order Interface |
Plan Processing |
Manages, publishes and releases recommendations of demand and supply plans |
Publish Data to Trading Partners |
Plan Processing |
Manages, publishes and releases recommendations of demand and supply plans |
Publish Plan Data |
Plan Processing |
Manages, publishes and releases recommendations of demand and supply plans |
Publish Plan Data to Planning Collaboration |
Plan Processing |
Manages, publishes and releases recommendations of demand and supply plans |
Receive Production Plans |
Plan Processing |
Manages, publishes and releases recommendations of demand and supply plans |
Release Planning Recommendations |
Plan Processing |
Manages, publishes and releases recommendations of demand and supply plans |
Run Plan with Snapshot |
Plan Processing |
Manages, publishes and releases recommendations of demand and supply plans |
Run Plan without Snapshot |
Plan Processing |
Manages, publishes and releases recommendations of demand and supply plans |
Schedule Order Forecast Decomposition |
Plan Processing |
Manages, publishes and releases recommendations of demand and supply plans |
View Demands and Supplies |
Plan Processing |
Manages, publishes and releases recommendations of demand and supply plans |
View Planning Notes |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Administer Planning Security |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Collect Planning Hierarchies Data |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Collect Planning Reference Data |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Collect Planning Transaction Data |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Edit Planning Analytics Configuration |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Edit Buyer Planning Participating Suppliers |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Edit Forecasting Profiles |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Edit Planning Exception Sets |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Edit Planning Exceptions Configuration |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Edit Planning Level Profiles |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Edit Planning Profile Options |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Export Customer Account |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Extract Planning Data |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Load Measure Data from Other Plans |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Load Planning Hierarchies Data |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Load Planning Reference Data |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Load Planning Transaction Data |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Manage Material Planner |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Manage My Application Profile Values |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Manage Order Promising Data Collection |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Manage Order Promising Options |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Manage Planning Advisor Alerts |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Manage Planning Attributes |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Manage Planning Instance |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Manage Planning Sourcing |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Manage Planning Sourcing Assignment |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Manage Projects |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Monitor Planning Data Collection Process |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Perform Order Orchestration and Planning Data Collection |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Perform Order Orchestration and Planning Data Load |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Perform Order Promising Server Data Refresh |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Provide Item Cost |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Schedule Publish Planning Data for Collaboration |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Search Customer Account Site |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Search Trading Community Organization |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
Update Plant Resource Availability |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
View Planning Analytics Configuration |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
View Customer Account |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
View Customer Account Information |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
View Customer Account Site |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
View Customer Account Site Use |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
View Forecasting Profiles |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
View Planning Exception Sets |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
View Planning Exceptions Configuration |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
View Planning Level Profiles |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
View Planning Profile Options |
Planning Administration |
Configures and manages planning set up, data collection and order promising server processes. |
View Planning Sourcing Assignment |
Planning Collected Data Management |
Manages data collection processes and verifies collected data. |
Manage Order Promising Data Collection |
Planning Collected Data Management |
Manages data collection processes and verifies collected data. |
Review Order Orchestration Reference Objects |
Planning Collected Data Management |
Manages data collection processes and verifies collected data. |
Review Planning Approved Supplier List |
Planning Collected Data Management |
Manages data collection processes and verifies collected data. |
Review Planning Calendar |
Planning Collected Data Management |
Manages data collection processes and verifies collected data. |
Review Planning Calendar Assignment |
Planning Collected Data Management |
Manages data collection processes and verifies collected data. |
Review Planning Demand |
Planning Collected Data Management |
Manages data collection processes and verifies collected data. |
Review Planning Demand Class |
Planning Collected Data Management |
Manages data collection processes and verifies collected data. |
Review Planning Interlocation Shipping Network |
Planning Collected Data Management |
Manages data collection processes and verifies collected data. |
Review Planning Inventory Reservation |
Planning Collected Data Management |
Manages data collection processes and verifies collected data. |
Review Planning Item |
Planning Collected Data Management |
Manages data collection processes and verifies collected data. |
Review Planning Order Orchestration Reference Object |
Planning Collected Data Management |
Manages data collection processes and verifies collected data. |
Review Planning Supply |
Planning Collected Data Management |
Manages data collection processes and verifies collected data. |
Review Planning Trading Partner |
Planning Collected Data Management |
Manages data collection processes and verifies collected data. |
Review Planning Trading Partner Site |
Planning Collected Data Management |
Manages data collection processes and verifies collected data. |
Review Planning Unit of Measure |
Planning Item Management |
Manages items used in demand and supply plans |
Edit Bills of Resources |
Planning Item Management |
Manages items used in demand and supply plans |
Edit Planning Items |
Planning Item Management |
Manages items used in demand and supply plans |
Edit Planning Product Structures |
Planning Item Management |
Manages items used in demand and supply plans |
Edit Planning Routings |
Planning Item Management |
Manages items used in demand and supply plans |
Edit Planning Supplier Capacity |
Planning Item Management |
Manages items used in demand and supply plans |
Edit Supplier Information |
Planning Item Management |
Manages items used in demand and supply plans |
Review Supply Chain Bill |
Planning Item Management |
Manages items used in demand and supply plans |
View Bills of Resources |
Planning Item Management |
Manages items used in demand and supply plans |
View Planning Items |
Planning Item Management |
Manages items used in demand and supply plans |
View Planning Product Structures |
Planning Item Management |
Manages items used in demand and supply plans |
View Planning Routings |
Planning Item Management |
Manages items used in demand and supply plans |
View Planning Supplier Capacity |
Planning Item Management |
Manages items used in demand and supply plans |
View Supplier Information |
Planning Resource Management |
Manages manufacturing resources used in supply plans |
Edit Aggregate Resource Availability |
Planning Resource Management |
Manages manufacturing resources used in supply plans |
Edit Planning Resource Availability |
Planning Resource Management |
Manages manufacturing resources used in supply plans |
Edit Planning Resource Requirements |
Planning Resource Management |
Manages manufacturing resources used in supply plans |
Edit Planning Resources |
Planning Resource Management |
Manages manufacturing resources used in supply plans |
View Aggregate Resource Availability |
Planning Resource Management |
Manages manufacturing resources used in supply plans |
View Planning Resource Availability |
Planning Resource Management |
Manages manufacturing resources used in supply plans |
View Planning Resource Requirements |
Planning Resource Management |
Manages manufacturing resources used in supply plans |
View Planning Resources |
Data Security Policies
This table lists data security policies and their enforcement across analytics application for the Materials Planner job role.
Business Object | Policy Description | Policy Store Implementation |
---|---|---|
Application Objects |
A Materials Planner can manage application objects for all value chain planning application objects |
Role: Planning Administration Privilege: Manage Application Objects (Data) Resource: Application Objects |
Planning Customer |
A Materials Planner can edit plans where the users can view, edit and delete plan data related to customers |
Role: Plan Processing Privilege: Edit Plans Resource: Planning Customer |
Planning Item |
A Materials Planner can edit plans where the users can view, edit and delete plan data related to items |
Role: Plan Processing Privilege: Edit Plans Resource: Planning Item |
Planning Note |
A Materials Planner can edit planning notes where the users can view, edit and delete notes on planning entities |
Role: Plan Processing Privilege: Edit Planning Notes Resource: Planning Note |
Planning Organization Parameter |
A Materials Planner can edit plans where the users can view, edit and delete plan data related to organizations |
Role: Plan Processing Privilege: Edit Plans Resource: Planning Organization Parameter |
Planning Supplier |
A Materials Planner can edit plans where the users can view, edit and delete plan data related to suppliers |
Role: Plan Processing Privilege: Edit Plans Resource: Planning Supplier |