Create Analysis Hierarchies for Related Items

Use the Manage Analysis Hierarchies for Related Items page to create analysis hierarchies for analyzing the results of end item substitution and supersession in your replenishment plan.

You can configure analysis hierarchies for items with bidirectional relationships. An analysis hierarchy is a Product dimension hierarchy that consists of a catalog, categories (primes), and associated items. You can use these categories in tables and graphs to view the results of replenishment planning at the aggregate (prime) level for your substitution and supersession chains.

Note these points while creating analysis hierarchies:

  • You can create multiple catalogs for your replenishment plan. You can then configure your tables and graphs for display of one of the catalogs.
  • For your analysis, you'll need to create copies of the Replenishment Workbench table for every catalog that you create.

    Therefore, use your judgment while creating catalogs.

  • Different organizations can have different substitution and supersession chains. Even if two organizations share the same chain, they might have different subsets of the items in the chain, and the item sequence can be different.

    Therefore, while selecting locations, ensure that the resulting analysis hierarchies cover the maximum number of organizations in your catalog.

  • Only those item relationships that are effective on the date the analysis hierarchy is created are considered.
  1. On the Tasks panel tab, under Plan Inputs, click Manage Analysis Hierarchies for Related Items.
    The Manage Analysis Hierarchies for Related Items page opens.
  2. Click the Add Row icon.
    An empty row appears in the table on the page.
  3. Under Product Hierarchy, enter the name of the Product dimension catalog that you want to create and under which categories must be created for your bidirectional substitution and supersession chains.
    Note: You can't use an existing catalog for creating the categories.
  4. In Description, enter a description for the analysis hierarchy (catalog).
  5. In Source System, select the source system that contains the items for your replenishment plan.
  6. Under Locations, click the Locations icon.
    The Analysis Hierarchy Locations dialog box opens and displays the available locations for the source system.
    Note: Subinventories aren't available for selection in the dialog box.
  7. Move the required locations from the Available pane to the Selected pane, and click OK.
  8. Click Save.
  9. With the new row selected, click the Create Analysis Hierarchies button to submit the Create Analysis Hierarchies for Related Items scheduled process.
    A warning message is displayed.
    Note: You can also go to the Scheduled Processes work area, search for the Create Analysis Hierarchies for Related Items scheduled process, and submit it for the created analysis hierarchy.
  10. Click Yes.
    A dialog box is displayed with the request number of the Create Analysis Hierarchies for Related Items scheduled process that was submitted. You can use this request number to search for the result of the scheduled process in the Scheduled Processes work area.

    The table row displays information about the status of the submitted request.

  11. Click OK.
    Click View > Refresh to update the displayed information for the newly created analysis hierarchy.