Set Filters on Planning Dimensions for Exceptions

After selecting available exceptions for an exception set to use in a plan, you can add filters on some of the key planning dimensions. The levels on which you can define filters are organizations, categories, suppliers, and customers.

On the Configure Exception Sets page, Filters tab, select one or more organizations, suppliers, categories, and customers in each of the tables for which to generate exceptions. If you don't specify a filter for a level, you will generate exceptions for all records in that level. For example, if you don't specify an organization, exceptions will be generated for all planning organizations when you run the plan. If any of the organizations, categories, suppliers, or customers in the exception set aren't available in the plan, they will be ignored.

In the Exception Cutoff Days field, specify the number of calendar days, starting from the plan start date, from which to generate the exceptions. If this field is blank, exceptions will be generated for the full planning horizon.