Create a Replenishment Plan

This topic explains how you create a replenishment plan in the Replenishment Planning work area.

To create the replenishment plan, follow these steps:

1. Do one of the following:

   • To create the replenishment plan 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, click Actions > Create.

        The Plan Options page opens.

   • To directly create the replenishment plan, on the Plans panel tab, select Plans, and click Actions > Create, or right-click Plans, and select Create.

     The Plan Options page opens.

2. Enter the name and description of the replenishment plan.

3. To make the replenishment plan measures available for reporting in Oracle Transactional Business Intelligence (OTBI), select the Enable for OTBI reporting check box.

   Note: The check box is grayed out if you select a subinventory as a level member. OTBI reporting isn't supported for subinventories.

4. Define the access level.

   • Select Public to make the replenishment plan available to all users.

   • Select Private to make the replenishment plan accessible to only yourself or other users to whom you want to provide access.

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

5. In Owner, select the replenishment plan's owner.

6. Select the check boxes:

   Check Box	Feature
   Enable for incremental planning	Select this check box to process only those item-location combinations with net changes in supplies and demands in subsequent plan runs after the initial plan run. This check box can be used with only the Calculate replenishments check box.
   Generate forecast	Select this check box to use the replenishment plan to generate the demand forecast. If you select this check box, the Demand tab is enabled, and you must select a forecasting profile on that tab for the replenishment plan. If you don't select this check box, you can use a demand plan, another replenishment plan that has the Generate forecast check box selected, or an external forecast schedule for the demand forecast. Under Demand Schedules on the Organizations and Schedules subtab on the Supply tab on the Plan Options page, select the demand plan, replenishment plan, or external forecast schedule, and select the check box under Use for Demand Schedule.
   Calculate policy parameters	Select this check box to use the replenishment plan to calculate policy parameters. If you select only this check box, then under Demand Schedules on the Organizations and Schedules subtab on the Supply tab, you must select another replenishment plan that has the Generate forecast check box selected, a demand plan, or an external forecast schedule, and select the check box under Use for Demand Schedule. If you don't select this check box, you can use another replenishment plan that has the Calculate policy parameters check box selected for calculating policy parameters. Under Demand Schedules on the Organizations and Schedules subtab on the Supply tab, select the replenishment plan, and select the check box under Use for Policy Parameters.
   Calculate replenishments	Select this check box to use the replenishment plan to calculate replenishments. If you select only this check box, then under Demand Schedules on the Organizations and Schedules subtab on the Supply tab, you must select another replenishment plan that has the Calculate policy parameters check box selected, and select the check box under Use for Policy Parameters.
   Rebalance inventory	Select this check box to use the replenishment plan to rebalance inventory. If you select this check box, the following happen: The Inventory Rebalancing tab is enabled, and you can specify the clusters, rules, and supplies and demands for inventory rebalancing on the tab. The Enable for incremental planning check box is grayed out. The Enable for policy comparison check box is grayed out in the Scope: Advanced Options dialog box that you open from the Scope tab on the Plan Options page. If you select only this check box, then under Demand Schedules on the Organizations and Schedules subtab on the Supply tab, you must select another replenishment plan that has the Calculate policy parameters check box selected, and select the check box under Use for Policy Parameters.

   To create an integrated replenishment plan, select the Generate forecast, Calculate policy parameters, Calculate replenishments, and Rebalance inventory check boxes.

Refer to other topics in this chapter for information about the Scope, Demand, Supply, and Inventory Rebalancing tabs on the Plan Options page.