How You Simulate Changes to Inventory Rebalancing Recommendations in Replenishment Plans

After you run your replenishment plan, you can review the inventory rebalancing recommendations and manually override them or create planned orders. You can then simulate the results of your changes to rebalancing recommendations.

Types of Simulations to Inventory Rebalancing Recommendations

On the Manage Rebalancing Recommendations page for the replenishment plan for which you've selected the Rebalance inventory check box on the Plan Options page, you can edit the values in the following columns:

• Firm Date
• Firm Quantity
• Firm Status
• Shipping Method

You can also create planned orders of the transfer type for an item-location combination in a cluster.

Simulate Changes to Inventory Rebalancing Recommendations

To simulate changes to inventory rebalancing recommendations for your replenishment plan, follow these steps:

Note: If you aren't using an integrated replenishment plan, open the replenishment plan for which you've selected the Rebalance inventory check box on the Plan Options page.

1. After the inventory rebalancing process, open your replenishment plan through one of these ways:
   • Use the Manage Plans page:
     1. On the Tasks panel tab, under Plans, select Manage Plans.

        The Manage Plans page opens.

     2. Under Search Results, select the replenishment plan that you want to open, and click Actions > Open.

        The replenishment plan opens in a separate page.

   • On the Plans panel tab, under Plans, right-click the replenishment plan that you want to open, and select Open.

     The replenishment plan opens in a separate page.

2. Click the Open drop-down button.

   The Open Table, Graph, or Tile Set dialog box opens.

3. Search for the Manage Rebalancing Recommendations table, and open it.

   The Manage Rebalancing Recommendations page opens under the replenishment plan.

   Note: You can also drill to the Manage Rebalancing Recommendations page from the analytics for inventory rebalancing.
4. Under Search, perform a search for the item-location combinations and clusters for which you want to simulate changes to rebalancing recommendations.
5. Select a rebalancing recommendation that you want to change, and make changes to the values in the Firm Date, Firm Quantity, Firm Status, and Shipping Method columns.

   If you make any change to the date or quantity, the value in the Firm Status column is automatically set to Firm. Any change to the shipping method is considered only if there's a change to the date or quantity.

   Or, create a planned order of the transfer type, and provide the details under the columns. The value in the Firm Status column for the planned order is automatically set to Firm.

   Your firm planned orders aren't retained the next time you run the replenishment plan with the Refresh with current data option selected on the Parameters tab in the Run Plan dialog box.

6. Save your changes.
7. Click Actions > Run.

   The Run Plan dialog box opens.

8. On the Parameters tab, under Data Refresh Options, ensure that Do not refresh with current data is selected.
9. Under Scope Options, select the Rebalance inventory check box.

   The Calculate replenishments check box is automatically selected and grayed out.

10. Under the Do not refresh with current data option, click the Manage Replan Details link.

    The Manage Replan Details dialog box opens.

11. For the combinations for which you don't want to run the simulation, deselect the check box under Replan.
12. Click Save and Close.
13. Click OK to run the simulation.

Release Inventory Rebalancing Recommendations After Simulation

After the simulation run, review the results of your changes.

If you're satisfied with the results of your simulations, you can manually release the rebalancing recommendations.