Define Scope Plan Options

Scope options determine the scope of the plan. Define or edit scope plan options on the Scope tab on the Plan Options page.

You can configure the plan organizations, items, plan horizon, and planning level for demand forecasting. You also can define the filters for a plan, such as the hierarchy, level, and level members.

The Scope tab displays these sections:

• Plan Organizations

• Plan Items (available only for demand plans or demand and supply plans)

• Supply Planned Items (available only for demand and supply plans or supply plans)

• Plan Parameters

Plan Organizations

Specify a hierarchy, level, and level members by which to filter the plan. Also, select the source system code to use for filtering organizations. Fields in the Plan Organizations section are required. If you select a level that's above the organization level, then organizations that belong to that parent level are included in the plan.

Plan Items

Specify a hierarchy, level, and level members by which to filter specific items for demand planning. Your selections here are used with your selections in the Plan Organizations section. Items that belong to a parent level are included. Fields in this section aren't required. However, if you don't specify a hierarchy, level, and level members, then you can't filter by planned items. In this situation, your plan includes all planned items in the organizations you select, which can have performance implications.

Supply Planned Items

For Supply Planned Item Type, select Manufacturing Plan (MRP) or Production Plan (MPS).

For Supply Planned Items, select one of these options to control the items to include in the supply plan:

• All planned items: This option can have performance implications.

• Demand plan items and all sales orders

• Demand plan and WIP components

• Demand plan items only

• Demand plan items, WIP components, and all sales orders

Select the Include items with only safety stock as demand check box to plan items with safety stock targets, even if there's no demand yet for the items. For example, you want enough safety stock to support demand for new products with long lead times even when you can't formally forecast for the new products or don't have any sales orders.

Select Include items with only existing supplies, but no demand to include items with existing supplies but no demand in the plan scope. The supply plan includes those items that aren't part of the existing selection but have existing supplies and no demands in the plan scope. When an item has only existing supplies but no demand in the plan scope, then the items of its upstream supply chain will also be part of the plan.

These check boxes are disabled if you select All planned items in Supply Planned Items.

Note: The plan option Include items with only existing supplies, but no demand is available in the Supply Planning and Demand and Supply Planning work areas.

Plan Parameters

The Plan Parameters section is available for plans of the demand, demand and supply, and supply plan types.

The following table describes the plan parameters.

Parameter	Definition	Plan Types
Plan Horizon Days	Number of days in the plan. Set horizon days to forecast and plan for future needs. Minimize horizon days to avoid long-running plans. Default is 180 days.	Demand Plan
Forecasting Calendar	Select the forecasting calendar, which must belong to the dimension catalog associated with the plan.	Demand and Supply Plan
Planning Calendar	Select the planning calendar, which must belong to the dimension catalog associated with the plan.	Demand Plan
Planning Time Level	Set the planning time level on the Scope tab, and set the forecasting time level on the Demand tab. The time levels you can choose depend on the selected planning calendar. If you selected a hybrid time hierarchy as the planning calendar for a demand plan, the planning time level is defaulted to the corresponding Hybrid time level and mustn't be changed. In the Demand Management or Demand and Supply Planning work area, for a demand plan that uses feature-based forecasting, select only Day, Week, or Month.	Demand Plan
Planning Level Profiles	Select a planning level profile for the plan to use aggregated data for the Customer dimension. The planning level profiles that are available for selection are in the Enabled or Ready status. You can select only one planning level profile for your demand plan. If you select a planning level profile, the Aggregate non-key customer data to an All Other level member check box is disabled on the Demand tab. Note: Ensure that the selected hierarchies in your planning level profile are also contained in the dimension catalog for your demand plan. The Edit Planning Level Profiles icon is disabled if you select Day in Planning Time Level. After you successfully run your plan, you can't change or remove the planning level profile, and the Edit Planning Level Profiles icon is disabled.	Demand Plan (in only the Demand Management work area)
Supply Planning Calendar	Select a supply planning calendar. The list of available calendars includes only calendars that meet all the following criteria: Belong to the dimension catalog associated with the plan. Have calendar start and end dates that encompass the entire plan horizon. Are Gregorian, fiscal, or organization calendars.	Demand and Supply Plan Supply Plan
Supply Planning Buckets	Specify your supply planning buckets. The list of values for the bucket types is determined by the supply planning calendar that you specify. You can base your planning horizon on days, weeks, periods, or months. Or, you can specify a combination of daily time buckets and then specify less granular time buckets such as weeks, periods, or months. If you use two bucket types, the first bucket type must be Day or Week.	Demand and Supply Plan Supply Plan
Number of Buckets	Specify the number of supply planning buckets. Note: For a constrained supply plan, the total number of planning time buckets can't exceed 120.	Demand and Supply Plan Supply Plan
Don't create partial buckets	Select to create additional daily buckets in the plan to avoid partial buckets. The planning process adds additional daily buckets to avoid the creation of partial buckets. This ensures that a week, month, or period always starts on the first defined day of that particular week, month, or period. If you don't select this option, the plan doesn't add any additional daily buckets. Instead, the planning process creates a partial bucket and counts that partial bucket as the first week, period, or month, as specified in the plan options. Note: The option is disabled if you select the Week-Period combination in Supply Planning Buckets.	Demand and Supply Plan Supply Plan
Measure Catalog	Group multiple sets of measures for use in a plan. By enabling only those measures that are needed for any specific plan, you can perform a focused analysis with improved performance. A planning administrator can create and edit measure catalogs.	Demand Plan Demand and Supply Plan Supply Plan
Price Lists	Price list used in revenue calculations. The default price list for use in value calculations is Item List Price, defined in the Items table for Organization and Item. However, if a collected price list is marked as the primary and the Include When Deriving Selling Price check box is selected, the revenue is calculated using the derived price.	Demand Plan Demand and Supply Plan Supply Plan
Exception Set	Lists exceptions to compute as part of a plan and also filters on Organizations and Categories for computing exceptions.	Demand Plan Demand and Supply Plan Supply Plan
Simulation Set	Lists simulation sets to use in your plan. A simulation set is a set of adjustments to plan inputs. Apply a simulation set to a plan to model different business scenarios.	Demand Plan Demand and Supply Plan Supply Plan