How You Use the Analytics for Inventory Rebalancing

You can use analytics to analyze the effectiveness of the inventory rebalancing process, review the inventory rebalancing recommendations at various levels, and troubleshoot issues.

Analytics for Inventory Rebalancing

These are the analytics for inventory rebalancing:

• The Replenishment and Rebalancing Plan Summary page layout that includes the Rebalancing Performance infotile.

  Use this infotile to access the Shortages by Cluster and Excess by Cluster graphs, using which you can review the counts of item-location combinations in clusters with excess inventory and inventory shortages before and after inventory rebalancing.

• The Cluster Analysis by Quantity and Cluster Analysis by Value pages.

  Use these pages to get a high-level view of the inventory rebalancing recommendations by quantity or value among source and destination locations in a cluster. A highlight is used for the shipping lanes with inventory rebalancing recommendations in the top 10% by quantity or value in the cluster. Using these highlighted lanes, you can further analyze the inventory rebalancing results.

• The Manage Rebalancing Recommendations page.

  Use this page to view and manually release the planned orders recommended by the inventory rebalancing process.

  The Initial Excess at Source column provides the excess inventory at the source location for an item before the planned order is released. The Initial Shortage at Destination column provides the inventory shortage at the destination location for the item before the planned order is released.

• The Rebalancing Analysis page.

  Use this page to analyze the time-phased inventory rebalancing results for an item-location combination. You can analyze how various measures, such as Projected Inventory, Initial Excess for Rebalancing, and Initial Shortage for Rebalancing, are calculated. You can also view the inbound and outbound planned shipments.

• The Rebalancing Details by Item Location page.

  Use this page to view the excess inventory and inventory shortage for an item across the locations of a cluster. The page also provides information about the excess and shortage computation windows.

Note: You must add the Cluster and Source dimensions to the dimension catalog of the replenishment plan for which you've selected the Rebalance inventory check box on the Plan Options page.

Use the Analytics for Inventory Rebalancing

The following is a sample workflow for using the inventory rebalancing analytics:

1. After running your replenishment plan, open it, and select the Replenishment and Rebalancing Plan Summary page layout.

2. Click the Rebalancing Performance infotile.

3. Right-click a bar on the Shortages by Cluster or Excess by Cluster graph, and click Drill To > Default Group > Cluster Analysis by Quantity or Drill To > Default Group > Cluster Analysis by Value.

   The Cluster Analysis by Quantity or Cluster Analysis by Value page opens.

4. Right-click a shipping lane, and click Drill To > Manage Rebalancing Recommendations.

   The Manage Rebalancing Recommendations page opens with the planned orders recommended for the source location and destination location.

5. Review the planned orders, modify them if required, and release them.

   To analyze a planned order before releasing it, do the following:

   1. Select the planned order.

   2. Click Drill To > Default Group > Rebalancing Analysis or Drill To > Default Group > Rebalancing Details by Item Location.

      The Rebalancing Analysis or Rebalancing Details by Item Location page opens.