Create Aggregate Build Plan Criteria

When you open the Aggregate Build Plan table directly from a Sales and Operations Plan, you must select criteria to specify which end items, components, and resources from the bill of resources that you want to view.

You can also drill into the Aggregate Build Plan from another report with end item context. In this case, the Aggregate Build Plan displays criteria for all of the components and resources in the bill of resources for that assembly. You can then select different criteria for your end items.

Follow these steps to create the criteria for an aggregate build plan report:

1. Open a Sales and Operations plan:

   1. In the Navigator, click the Sales and Operations Planning work area.

   2. Click the Tasks panel tab.

   3. In the Tasks panel drawer, click Manage Plans.

   4. Search for and open your plan.

2. Open the Aggregate Build Plan table:

   1. Click Actions.

   2. In the Open Table, Graph, or Tile Set dialog box, search for Aggregate Build Plan.

   3. Click OK.

3. In the Aggregate Build Plan view, click the Criteria list and then click Manage.

4. In the Manage Criteria dialog box, click Add and enter the values for Name, Description, and Access fields.

5. In the Details section, select Item or Category and then do one of the following:

   • If your end item criteria is Item, then select an item and organization from the list. You can leave the Organization field empty.

   • If your end item criteria is Category, then select a catalog and category from the list.

6. Click Refresh Lists.

   The refresh builds the list of components and resources used in the assembly of the selected end item or category from the bill of resources.

7. Select the components and resources that you want to see in your report:

   • Select All or a specific component for the item.

   • Select All of a specific resource for the item.

8. Click Save and Close.