Overview of User-Defined Hierarchies

You can create and update user-defined hierarchies for your demand, demand and supply, sales and operations, or supply plan using the file-based data import (FBDI) template named Supply Chain Planning User-Defined Hierarchy (ScpUser-DefinedHierarchyImportTemplate.xlsm).

You can do the following using the import template:

• Create a user-defined hierarchy for these dimensions:
  • Customer
    Note: You can't use user-defined hierarchies for the Customer dimension in a demand, demand and supply, or sales and operations plan in which you're using the functionality for aggregating data for non-key customers.
  • Demand Class
  • End Demand Organization
  • End Demand Product
  • Organization
  • Product
  • Resource
  • Sales Organization
  • Supplier
• Add members to or remove members from an existing level in the user-defined hierarchy.
• Change the user-defined hierarchy by adding or deleting levels.
• Delete the user-defined hierarchy.

Note: After creating your user-defined hierarchy, you can’t rename its levels and level members. If the hierarchy is configured in a planning level profile with the Enabled or Ready status, you can't change the structure of the hierarchy or delete it.