Overview of User-Defined Hierarchies

You can create and update user-defined hierarchies for your demand, demand and supply, sales and operations, or supply plan using the file-based data import (FBDI) template named Supply Chain Planning User-Defined Hierarchy (ScpUser-DefinedHierarchyImportTemplate.xlsm).

You can do the following using the import template:

  • Create a user-defined hierarchy for these dimensions:
    • Customer
    • Demand Class
    • End Demand Organization
    • End Demand Product
    • Organization
    • Product
    • Resource
    • Sales Organization
    • Supplier
  • Add members to or remove members from an existing level in the user-defined hierarchy.
  • Modify the user-defined hierarchy by adding or deleting levels.
  • Delete the user-defined hierarchy.
Note: After creating your user-defined hierarchy, you can’t rename its levels and level members. If the hierarchy is configured in a planning level profile with the Enabled or Ready status, you can't change the structure of the hierarchy or delete it.