Best Practices for Setting Up Replenishment Plans
You can configure replenishment plans in various ways to meet your business requirements.
This table explains the various configurations that you can use for your replenishment plans:
Plan Type |
Plan Purpose |
Planning Horizon |
Planning Time Level |
Frequency of Plan Runs |
Selected Check Boxes |
Release from Plan? |
---|---|---|---|---|---|---|
Strategic replenishment plan |
To estimate how well your policies meet anticipated demands |
6 months to 1 year |
Week or period |
Weekly or monthly |
Generate forecast, Calculate policy parameters, and Calculate replenishments check boxes |
No |
Integrated replenishment plan |
To monitor and execute policies according to the generated forecast Optionally, you can use a weekly demand plan, a weekly replenishment plan, or an external forecast schedule for the forecast. Optionally, you can use a policy comparison or policy calculation plan for the policy parameters. Optionally, you can use the integrated replenishment plan to also rebalance the inventory by selecting the Rebalance inventory check box. However, this use case isn't common. |
100 days or less |
Day |
Daily |
Generate forecast, Calculate policy parameters, and Calculate replenishments check boxes |
Yes |
Automated execution plan |
To incrementally calculate replenishments according to a schedule and actual demands (sales orders, transfer orders, and inventory position) You must use another replenishment plan for the policy parameters. You can't select another replenishment plan, a demand plan, or an external forecast schedule for the demand forecast. |
15 days or less |
Day |
Daily or intraday |
Enable for incremental planning and Calculate replenishments check boxes |
Yes |
Policy comparison plan or policy calculation plan |
To compare or calculate policies You must feed the calculated policies to an integrated replenishment plan or automated execution plan. |
6 months |
Week |
Monthly |
Generate forecast and Calculate policy parameters check boxes |
No |
Inventory rebalancing plan |
To rebalance inventory among the item-location combinations in the clusters of a replenishment plan You must use another replenishment plan with a planning time level of week, month, or period to calculate the policy parameters. You must use another replenishment plan, a demand plan, or an external forecast schedule for the demand forecast. The planning time level of the other plan can be week, month, or period. |
100 days or less |
Day |
Daily |
Calculate replenishments and Rebalance inventory check boxes |
Yes |
Optionally, if you've selected the Calculate replenishments check box, you can also configure the replenishment plan for end item substitution and supersession.