Configure Exceptions Based on User-Defined Measures

You might have a scenario where you need to define a user-defined measure and then configure an exception based on that measure.

For example, you want to identify the items that have demands with a risk of not being satisfied, and the value of these demands are 10 percent more than their quarterly revenue.

Step 1: Configure a User-Defined Measure

In our example, the first step is to define a user-defined measure that represents the percentage value of demands at risk. This percentage can be calculated as follows:

Demand at Risk Value Percentage = (Demand at Risk Value / Revenue) x 100

Use the following steps to configure a user-defined measure.

1. Navigate to the Tasks panel. In the Configuration section, click the Manage Planning Measures link.

2. On the Manage Planning Measures page, click Actions and then select Create.

3. In the Create Measure dialog box, enter or select the following:

   Parameter	Value
   Measure	Demand at Risk Value Percentage
   Description	Enter a description
   Data Type	Percent
   Enable in Work Area	Supply Planning
   Measure Groups	Overall Plan Health

4. On the Aggregation and Disaggregation tab in the Dimension Parameters section, select the Customer and Demand Class dimensions.

5. On the Expression tab, Functions subtab, define the Demand at Risk Value Percentage equation:

   Safe_Division (Demand at Risk Value, Revenue, null) * 100.

6. Click Save and Close.

Step 2: Configure a User-Defined Exception

The next step is to configure a user-defined exception using Demand at Risk Value Percentage as the base measure.

1. Navigate to the Tasks panel. In the Configuration section, click the Configure Exceptions link.

2. On the Manage Planning Measures page, click Actions and then select Create.

3. In the Create Exceptions dialog box, in the General Properties section, enter or select the following:

   Parameter	Value
   Exception	Demand at Risk Value over 10 Percent of Revenue
   Display Name	Demand at Risk Value over 10 Percent of Revenue
   Exception Group	Supply Planning Exceptions
   Base Measure	Demand at Risk Value Percentage

4. In the Exception Detail section, on the Level tab, specify the dimension and its corresponding hierarchy and level.

5. On the Threshold tab, define the threshold for the base measure as Demand at Risk Value Percentage Greater than 10%:

   Parameter	Value
   Base Measure	Demand at Risk Value Percentage
   Description	Demand at Risk Value Percentage
   Operation	Greater than
   Threshold Value	10%

6. Click Save and Close.