Work with the Manage Policy Comparison Table

This topic explains how you work with the Manage Policy Comparison table for a policy comparison plan.

Manage Policy Comparison Table

After the policy comparison plan is run, the Manage Policy Comparison table lists the existing and suggested policy parameters for each item-location combination. The percentage of deviation between an existing and a suggested policy parameter is also provided.

The Policy Review Status column indicates the statuses of the policies for the item-location combination:

Status	Meaning
Automatically accepted	The suggested policy parameters for the item-location combination have been automatically accepted because the percentages of deviation were within the threshold. This threshold was specified in the Threshold Percentage for Policy Comparison field in the Scope: Advanced Options dialog box of the Scope tab of the Plan Options page. The accepted policy parameters can be seen in the Replenishment Policy Parameters table and are ready for use by the integrated replenishment plan or automated execution plan that's linked to the policy comparison plan.
Manually accepted	You have accepted the suggested policy parameters for the item-location combination.
To be reviewed	The suggested policy parameters for the item-location combination must be reviewed because the percentages of deviation are above the threshold.
Reviewed	You have reviewed the suggested policy parameters that had the To be reviewed status for the item-location combination and neither accepted or modified them.
Adjusted	You have manually adjusted the suggested policy parameters for the item-location combination.
Retained	The adjustments you made to the policy parameters for the item-location combination before the latest run of the policy comparison plan have been retained. The adjustments are retained because you selected the Retain policy overrides check box in the Scope: Advanced Options dialog box of the Scope tab of the Plan Options page. When this check box is selected, the adjustments are retained even if the deviation percentages between the suggested and existing policy parameters are within the threshold. The retained policy parameters can be seen in the Replenishment Policy Parameters table and are ready for use by the integrated replenishment plan or automated execution plan that's linked to the policy comparison plan. The Retained status is also used when the item-location combination is subject to an override that's specified in the policy assignment set that's attached to the policy comparison plan. In such cases, no policy comparison takes place.

Work with the Manage Policy Comparison Table

To work with the Manage Policy Comparison table, follow these steps:

Do one of the following to open the policy comparison plan:
- To open the policy comparison 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 policy comparison plan, and click Actions > Open.
    
    The policy comparison plan opens in a separate tab.
- On the Plans panel tab, under Plans, right-click the policy comparison plan, and select Open.
  
  The policy comparison plan opens in a separate tab.
Click the Open drop-down button.

The Open Table, Graph, or Tile Set dialog box opens.
Search for the Manage Policy Comparison table, select it, and click OK.

The Manage Policy Comparison table opens in a separate subtab of the policy comparison plan.
Search for the segment that you want to work with.

To narrow your search, filter the rows by the To be reviewed status of the Policy Review Status column.

Follow these steps to adjust, review, or accept the suggested policy parameters:

Objective	Steps
To adjust the policy parameters for an item-location combination	Select the row for the item-location combination. The cells for the adjusted values are enabled for entry. You can perform this step for only those item-location combinations that have the To be reviewed or Retained status. For the policy parameter that you want to edit, enter an adjusted value. If the policy type is min-max planning, the adjustments for both the minimum and maximum values must be specified. The final policy parameters for the item-location combination are adjusted accordingly, and the status is changed to Adjusted.
To mark the suggested policy parameters for the item-location combination as reviewed	Select the row for the item-location combination. You can perform this step for only those item-location combinations that have the To be reviewed status. Click Actions > Mark as Reviewed. The status for the item-location combination is changed from To be reviewed to Reviewed. The existing policy parameters for the item-location combination remain unchanged.
To accept the suggested policy parameters for the item-location combinations that are displayed after your search	Click Actions > Accept All, and click Yes in the warning message that appears. For the item-location combinations with the To be reviewed status, the final policy parameters are updated accordingly, and the status changes to Manually accepted.
To accept the suggested policy parameters for selected item-location combinations	Select the rows for the item-location combinations. The status for these item-location combinations should be To be reviewed. Click Actions > Accept Suggested Policies. The final policy parameters for the item-location combinations are updated accordingly, and the status changes to Manually accepted.

Click Actions > Update Policy Measures to update the policy parameters for those item-location combinations for which you have manually adjusted or accepted the suggested policy parameters.

The updated policy parameters for the item-location combinations take effect when the linked integrated replenishment plan or automated execution plan is run.
Save the Manage Policy Comparison table.

Points to Remember While Working with the Policy Comparison Feature

Be aware of these points while working with the policy comparison feature:

If policy parameters don't exist for item-location combinations, or if the policy type or unit of measure (UOM) is changed, the suggested policy parameters are automatically accepted.
Policies aren't compared for those item-location combinations that are covered by overrides in the policy assignment set that's attached to the policy comparison plan.
For a min-max planning policy, the deviation percentages between the suggested and existing values for both the minimum and maximum days or quantities must be within the threshold for the policy to be automatically accepted.
The threshold for automatically accepting suggested policy parameters must be set with care. Permanently setting the threshold at a low level can decrease the efficiency of your policy comparison process. Start with a low threshold value, and increase it when you get comfortable with using the policy comparison feature.