How You Aggregate Customer Data

Use the key customer data options collections template to identify key customers.

The data for these customers will be visible. For each Zone, all non-key customers' data will be aggregated to a member named All Other. By aggregating the planning data for non-key customers, you can focus your analysis on the key customers. You use the Supply Chain Planning Key Customer Options (ScpKeyCustomerOptionsImportTemplate.xlsm) import template to identify the key customers; the rest of the customers' data will be aggregated under an All Other member.

The data that aren't identified in the upload template are aggregated to an All Other member for each zone. You can view the key customers and the All Other member containing the aggregated non-key customer data when you analyze the forecasts and other data.

Identifying key customers and aggregating non-key customer data helps you to do the following:

Organize key customer data that are required for planning
Save time by collecting only the required data from Oracle Fusion Cloud Supply Chain Management
Build a plan specifically for your key customers

Note: You can't use the functionality for aggregating data for non-key customers in a demand plan to which you've attached a planning level profile. The Aggregate non-key customer data to an All Other level member check box on the Demand tab on the Plan Options page is disabled if you've attached a planning level profile to the demand plan.