Copy a Replenishment Plan

You can make copies of replenishment plans to save time and perform planning activities incrementally.

For example, you have defined the organizations, segments, and policy assignment set for a replenishment plan. You can make a copy of that replenishment plan if the new replenishment plan uses the same entities.

Follow these steps to copy the replenishment plan:

1. To open the Duplicate Plan dialog box, do one of the following:

   • To open the Duplicate Plan dialog box from the Manage Plans page:

     1. On the Tasks panel tab, under Plans, select Manage Plans.

        The Manage Plans page opens.

     2. Under Search Results, select the replenishment plan that must be copied, and click Actions > Duplicate.

        The Duplicate Plan dialog box opens.

   • To directly open the Duplicate Plan dialog box, on the Plans panel tab, under Plans, right-click the replenishment plan that must be copied, and select Duplicate.

     The Duplicate Plan dialog box opens.

     Only replenishment plans that have been successfully run are displayed on the Plans panel tab.

2. In Copy Type, select one of the following:

   • Copy plan options only: This choice is for copying the plan options to the new replenishment plan. However, the plan data isn't copied.

     If the source replenishment plan hasn't been successfully run, only this choice is available.

   • Copy all plan data with no reference to base plan: This choice is for making a full, standalone copy of the replenishment plan. Both the plan options and plan data are copied.

3. Enter a name and description for the new replenishment plan.

4. Select the access level for the new replenishment plan.

   If you select Private, the Users icon is enabled. Click this icon to open the Users dialog box in which you can edit the list of users who can open the replenishment plan.

5. In Owner, select the owner of the new replenishment plan.

6. Click Save and Close.