Overview of the Policy Comparison Feature

The policy comparison feature automates the comparison of suggested policy parameters with existing policy parameters. You can set a threshold percentage for automatically accepting suggested policy parameters and manually accept or reject the remaining, suggested policy parameters.

The following policy parameters are compared:

• Minimum quantity

• Maximum quantity

• Reorder point (ROP) quantity

• ROP days

• Minimum days

• Maximum days

This table lists the policy parameters that are compared for different policy types and units of measure (UOMs):

Policy Type	UOM	Compared Policy Parameters
Min-max planning	Days	Minimum days and maximum days
Min-max planning	Units	Minimum quantity and maximum quantity
Fixed order cycle	Days	Maximum days
Fixed order cycle	Units	Maximum quantity
ROP and order quantity	Days	ROP days
ROP and order quantity	Units	ROP quantity
ROP and economic order quantity (EOQ)	Days	ROP days
ROP and EOQ	Units	ROP quantity

Benefits of the Policy Comparison Feature

By using the policy comparison feature, you can avail of these benefits:

• Automatically accept suggested policy parameters if the percentage of deviation between them and the existing policy parameters is within the threshold.

  Therefore, you can avoid having to manually review the suggested policy parameters for millions of item-location combinations and improve the efficiency and accuracy of your policy comparison process.

• Manually accept or reject suggested policy parameters if the percentage of deviation between them and the existing policy parameters is above the threshold.

• Use embedded analytics to review the policy comparison process.

Note: You can't use the policy comparison feature with the inventory rebalancing feature.

Set Up the Policy Comparison Feature

To set up the policy comparison feature, you must do the following:

1. Create a policy comparison plan for which the Calculate policy parameters check box is selected, and the Calculate replenishments and the Rebalance inventory check boxes aren't selected on the Plan Options page.

   Moreover, in the Scope: Advanced Options dialog box, you must select the Enable for policy comparison check box and enter a value in the Threshold Percentage for Policy Comparison field.

   Optionally, select the Retain policy overrides check box to retain manual policy overrides after the replenishment plan is run with the Refresh with current data option selected on the Parameters tab in the Run Plan dialog box. The manual overrides are retained even if the deviation percentages between the suggested and existing policy parameters are within the threshold.

2. Run the policy comparison plan with the Refresh with current data option selected on the Parameters tab in the Run Plan dialog box.

3. Use the policy comparison plan to provide the updated policy parameters to an integrated replenishment plan or automated execution plan.