Define Scope Plan Options
Scope options determine the scope of the plan. Define or modify scope plan options on the Scope tab on the Plan Options page. You can configure the plan organizations, items, plan horizon, and planning level for demand forecasting.
You can also define the filters for a plan, such as the hierarchy, level, and level members.
The Scope tab includes the following sections:
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Plan Organizations
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Plan Items (available only for demand plans or demand and supply plans)
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Supply Planned Items (available only for demand and supply plans or supply plans)
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Plan Parameters
Plan Organizations
Specify a hierarchy, level, and level members by which to filter the plan. Also, select the source system code to use for filtering organizations. Fields in the Plan Organizations section are required. If you select a level that's above the organization level, then organizations that belong to that parent level are included in the plan.
Plan Items
Specify a hierarchy, level, and level members by which to filter specific items for demand planning. Your selections are used with your selections in the Plan Organizations section. Items that belong to a parent level are included. Fields in this section aren't required. However, if you don't specify a hierarchy, level, and level members, then you can't filter planned items. In this situation, your plan includes all planned items in the selected organizations, which can have performance implications.
Supply Planned Items
For Supply Planned Item Type, select Manufacturing Plan (MRP) or Production Plan (MPS).
For Supply Planned Items, select the option to control the items to include in the supply plan. Options are:
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All planned items: This option can have performance implications.
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Demand plan items and all sales orders
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Demand plan and WIP components
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Demand plan items only
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Demand plan items, WIP components, and all sales orders
Select the Include items with only safety stock as demand check box to plan items with safety stock targets, even if there is no demand yet for the items. For example, you want enough safety stock to support demand for new products with long lead times even when you can't formally forecast for the new products or don't have any sales orders.
Plan Parameters
The Plan Parameters section is available for plans of the demand, demand and supply, and supply plan types.
The following table describes the plan parameters.
|
Parameter |
Definition |
Plan Types |
|---|---|---|
|
Plan Horizon Days |
Number of days in the plan. Set horizon days to forecast and plan for future needs. Minimize horizon days to avoid long-running plans. Default is 180 days. |
Demand Plan |
|
Forecasting Calendar |
Select the forecasting calendar, which must belong to the dimension catalog associated with the plan. |
Demand and Supply Plan |
|
Planning Calendar |
Select the planning calendar, which must belong to the dimension catalog associated with the plan. |
Demand Plan |
|
Planning Time Level |
Set the planning time level on the Scope tab, and set the Forecasting time level on the Demand tab. The time levels you can choose depend on the selected planning calendar. If you selected a hybrid time hierarchy as the planning calendar for a demand plan, the planning time level is defaulted to the corresponding Hybrid time level and mustn't be changed. In the Demand Management or Demand and Supply Planning work area, for a demand plan that uses feature-based forecasting, select only Day, Week, or Month. |
Demand Plan |
|
Supply Planning Calendar |
Select a supply planning calendar. The list of available calendars includes only calendars that meet all of
the following criteria:
|
Demand and Supply Plan Supply Plan |
|
Supply Planning Buckets |
Specify your supply planning buckets. The list of values for the bucket types is determined by the supply planning calendar that you specify. You can base your planning horizon on days, weeks, periods, or months. Or, you can specify a combination of daily time buckets and then specify less granular time buckets such as weeks, periods, or months. If you use two bucket types, the first bucket type must be Day. |
Demand and Supply Plan Supply Plan |
|
Number of Buckets |
Specify the number of supply planning buckets. Note: For a constrained supply plan, the total number of planning time
buckets can't exceed 120.
|
Demand and Supply Plan Supply Plan |
|
Don't create partial buckets |
Select to create additional daily buckets in the plan to avoid partial buckets. The planning process adds additional daily buckets to avoid the creation of partial buckets. This ensures that a week, month, or period always starts on the first defined day of that particular week, month, or period. If you don't select this option, the plan doesn't add any additional daily buckets. Instead, the planning process creates a partial bucket and counts that partial bucket as the first week, period, or month, as specified in the plan options. Note: The option is disabled if you select the Week-Period combination in
Supply Planning Buckets.
|
Demand and Supply Plan Supply Plan |
|
Measure Catalog |
Group multiple sets of measures for use in a plan. By enabling only those measures that are needed for any specific plan, you can perform a focused analysis with improved performance. A planning administrator can create and modify measure catalogs. |
Demand Plan Demand and Supply Plan Supply Plan |
|
Price Lists |
Price list used in revenue calculations. The default price list for use in value calculations is Item List Price, defined in the Items table for Organization and Item. Item List Price is always used to calculate revenue, even if a collected price list is marked as the primary. |
Demand Plan Demand and Supply Plan Supply Plan |
|
Exception Set |
Lists exceptions to compute as part of a plan and also filters on Organizations and Categories for computing exceptions. |
Demand Plan Demand and Supply Plan Supply Plan |
|
Simulation Set |
Lists simulation sets to use in your plan. A simulation set is a set of adjustments to plan inputs. Apply a simulation set to a plan to model different business scenarios. |
Demand Plan Demand and Supply Plan Supply Plan |