How You Use the Policy Comparison Feature

The following is the process for using the policy comparison feature:

  1. Set up a policy comparison plan.

    In the Scope: Advanced Options dialog box of the Scope tab of the Plan Options page, select the Enable for policy comparison check box, and enter a value in the Threshold Percentage for Policy Comparison field.

  2. Run the policy comparison plan.

    When the deviation percentages between the suggested policy parameters and existing policy parameters are within the threshold, the suggested policy parameters are automatically accepted.

  3. Review the remaining, suggested policy parameters.

    • Manually accept those suggested policy parameters that don't require changes.

    • Manually adjust those suggested policy parameters that require changes.

    • Mark the remaining, suggested policy parameters as reviewed, or leave them as is.

      These suggested policy parameters don't take effect.

  4. Update the policy measures so that the manually accepted or adjusted policy parameters overwrite the corresponding, existing policy parameters for item-location combinations.

    The updated policy parameters are then used by the integrated replenishment plan or automated execution plan that's linked to the policy comparison plan.

The following is the flow chart for using the policy comparison feature:

Flow chart depicting process for using policy comparison feature