How You Edit Exceptions

To edit exception parameters, select an exception on the Configure Exceptions page. You can configure only those exceptions that are relevant to your Supply Chain Planning work area.

In the Edit Exception dialog box, there is an area for General Properties and Exception Detail. Depending on the Supply Chain Planning work area that you're in, you can see the following tabs in the Exception Detail section:

  • Demand Management work area: Level, Threshold, and Notification

  • Planning Central work area: Level and Threshold

  • Replenishment Planning work area: Level, Threshold, and Notification

  • Sales and Operations work area: Level, Threshold, and Notification

  • Supply Planning work area: Level, Threshold, and Notification

You can edit Level and Threshold only for those exceptions whose basis is Measure. For exceptions whose basis is Order, you can edit only the Threshold.

Level Tab

On the Level tab, the dimensions for the exception are derived from the base measure. You can edit the default values for hierarchy and level. You can also enable and disable each of the available dimensions to control the level that the exception is evaluated at.

Note: Ensure that the selected hierarchy is in the dimension catalog for the plan. The Configure Exceptions task is outside of the plan context. It's possible to select a product hierarchy that's not used in the plan's dimension catalog, in which case the plan exceptions output won't display data for items.

Threshold Tab

On the Threshold tab, the base measure used in the exception is compared to either a value or another measure. If the threshold is specified in terms of a value, the value is interpreted in terms of the data type of the base measure. To ensure that exceptions return meaningful values, set the threshold to an appropriately high or low value.

Notifications Tab

On the Notification tab, set up notification rules for exceptions. Configure exceptions to trigger notifications to specific users or roles. In the Details section specify the entity and condition for notifications. Notifications are automatically sent at the end of the plan run.