Simulate Changes to Policy Parameters for Segments Within a Replenishment Plan

Within your replenishment plan, you can simulate changes to policy parameters, default policy parameters, and policy parameter overrides at the segment level for the associated policy assignment set by using the Manage Policy Assignments table.

Note: You can also use the Manage Policy Assignments table to view the policy parameters that were applied to the replenishment plan when it was last run. You don't have to see the associated policy assignment set for these details. Moreover, these policy parameters in the replenishment plan may differ from those in the policy assignment set, because it may have changed since the replenishment plan was last run.

Follow these steps to simulate changes to parameters, defaults, and overrides at the segment level:

1. Do one of the following to open the replenishment plan for which you want to perform the simulation:

   • To open the replenishment plan using the Manage Plans page:

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

        The Manage Plans page opens and displays the available replenishment plans.

     2. Select the replenishment plan, and click Actions > Open.

        The replenishment plan opens in a separate tab.

   • On the Plans panel tab, under Plans, right-click the replenishment plan, and select Open.

     The replenishment plan opens in a separate tab.

2. Click the Open drop-down button, and click a pane if you're required to do so.

   The Open Table, Graph, or Tile Set dialog box opens.

3. Search for the Manage Policy Assignments table, select it, and click OK.

   The Manage Policy Assignments page opens.

4. On the Segment-Level Policy Parameters Assignment subtab on the page, select the segment for which you want to perform your simulation, and make your changes.

   Note: You can only view details on the Item-Location Level Policy Overrides subtab. To simulate changes to policy values for item-location combinations, use the Manage Policy Parameters by Item or Replenishment Workbench table.For slow-moving items or items with intermittent demand, you can optionally enter zero as the safety stock override and minimum override.

5. Click the Save drop-down button.

6. Click Actions > Run to run the replenishment plan.

   The Run Plan dialog box opens.

   1. On the Parameters tab, under Scope Options, select the Calculate policy parameters and Calculate replenishments check boxes.

   2. Under Data Refresh Options, select Do not refresh with current data.

      The Manage Replan Details link appears under the option.

   3. Click Manage Replan Details to open the Manage Replan Details dialog box, in which you can see the segments for which you have made changes. Deselect the check box under Replan for the segments for which you don't want to run the simulation.

   4. Click Save and Close.

   5. Click OK in the Run Plan dialog box.

7. If you're satisfied with the simulation results, save your changes to the policy assignment set by clicking Actions > Save Changes to Policy Assignment Set.

   The Save Changes to Policy Assignment Set dialog box opens and displays the changes that you have saved at the segment level within the replenishment plan but not saved to the policy assignment set.

   If you don't save the changes, they're lost the next time you run the replenishment plan with the Refresh with current data option selected under Data Refresh Options on the Parameters tab in the Run Plan dialog box.

   1. Review the changes that you made for each segment.

      You can see the old and new values for your changes.

   2. Under Changes to Save, select the check boxes for the segments for which you want to save changes to the policy assignment set.

   3. Click OK.