Overview of Refreshing Collected or Loaded Measure Data Without Running the Plan

This topic explains how you can use the Orchestrate Refresh Measures Processes scheduled process to update the collected or loaded data for measures without running your plan.

You can use the Orchestrate Refresh Measures Processes scheduled process to update a subset of measures for your demand, demand and supply, replenishment, sales and operations, or supply plan. You don't need to run the plan with current data as you normally would when you use the Collect Planning Data guided process or Load Planning Data from Flat Files scheduled process.

Benefits of Using the Orchestrate Refresh Measures Processes Scheduled Process

Using the Orchestrate Refresh Measures Processes scheduled process provides you with these benefits:

You can improve your planning efficiency by reducing the frequency of full plan runs for refreshing measure data.
For example, an enterprise has a weekly demand planning cycle. The enterprise needs to generate a baseline forecast once a week and get daily updates for shipments, bookings, and sales. Instead of running the plan daily, the enterprise can run the plan at the start of the week and then refresh the key, collected or loaded measures daily using the scheduled process.
You can use the scheduled process and retain data for forecasts and simulations that's lost when you run the plan.
For example, you can track updates to sales history while preserving the current forecast.
The scheduled process also recognizes changes to master data for demand plans and updates the measure data accordingly.
For example, an item might have been moved from one category to another and therefore now be in the plan scope. Or, a customer site might have been removed and therefore now be out of the plan scope. The measure data will be updated because of these changes for new, existing, or removed members.

More Points About the Orchestrate Refresh Measures Processes Scheduled Process

Note these points about the Orchestrate Refresh Measures Processes scheduled process:

You can create a measure catalog with a subset of your plan's predefined or user-defined measures for use with this scheduled process so that its performance is ideal.
The scheduled process refreshes only measures that are stored, aren't calculated, and aren't editable. In the Properties step in the guided process for measures, the Collected and refreshed checkbox should be selected, but the Editable and persistent checkbox should be deselected.
When you add a measure to the measure catalog for your plan, you must first run the plan while refreshing it with current data before you can update the measure through the scheduled process.
You can define a job set to immediately run the Orchestrate Refresh Measures Processes scheduled process after you run the Load Planning Data from Flat Files scheduled process.
When you're collecting or loading bookings history, in the measure catalog for the scheduled process, you need to include the Bookings History measure along with the measure that you selected for the profile option code named Default Bookings History Measure (MSC_DFLT_BOOKING_HIST_MEASURE). The Orchestrate Refresh Measures Processes scheduled process uses the measure specified as the profile value as the source for updating the Bookings History measure.
When you're collecting or loading shipments history, in the measure catalog for the scheduled process, you need to include the Shipments History measure along with the measure that you selected for the profile option code named Default Shipments History Measure (MSC_DFLT_SHIPMENT_HIST_MEASURE). The Orchestrate Refresh Measures Processes scheduled process uses the measure specified as the profile value as the source for updating the Shipments History measure.
For all plan types, when you select For existing members only in the Refresh Measure Data Incrementally list in the Process Details dialog box for the Orchestrate Refresh Measures Processes scheduled process, the measure data that's updated has been collected or loaded since the last plan run (with the Refresh with current data option selected in the Run plan drawer) or the last run of the scheduled process (whichever is later).

This table explains how measure data is updated for members in demand plans after hierarchy changes:

Members	Level for Measure Import	Update of Measure Data
New or existing	Stored	If the measures have the Organization and Product dimensions, the refresh is as follows: History data is refreshed according to the value in the Demand History Display Days field on the Plan Horizons tab in the Plan definition step in the guided process for creating or editing the plan. Future data is refreshed according to the value in the Demand Plan Horizon Days field on the Plan Horizons tab in the Plan definition step in the guided process for creating or editing the plan. If the measures don't have the Organization and Product dimensions or have only one of them, the measure data that's processed has been collected or loaded since the last plan run (with the Refresh with current data option selected in the Run plan drawer) or the last run of the Orchestrate Refresh Measures Processes scheduled process (whichever is later).
New or existing	Aggregated	For all measures, the refresh is as follows: History data is refreshed according to the value in the Demand History Display Days field on the Plan Horizons tab in the Plan definition step in the guided process for creating or editing the plan. Future data is refreshed according to the value in the Demand Plan Horizon Days field on the Plan Horizons tab in the Plan definition step in the guided process for creating or editing the plan.
Deleted	Stored or aggregated	The measure data is deleted.

Members

Level for Measure Import

Update of Measure Data

New or existing

Stored

If the measures have the Organization and Product dimensions, the refresh is as follows:

History data is refreshed according to the value in the Demand History Display Days field on the Plan Horizons tab in the Plan definition step in the guided process for creating or editing the plan.
Future data is refreshed according to the value in the Demand Plan Horizon Days field on the Plan Horizons tab in the Plan definition step in the guided process for creating or editing the plan.

If the measures don't have the Organization and Product dimensions or have only one of them, the measure data that's processed has been collected or loaded since the last plan run (with the Refresh with current data option selected in the Run plan drawer) or the last run of the Orchestrate Refresh Measures Processes scheduled process (whichever is later).

New or existing

Aggregated

For all measures, the refresh is as follows:

History data is refreshed according to the value in the Demand History Display Days field on the Plan Horizons tab in the Plan definition step in the guided process for creating or editing the plan.
Future data is refreshed according to the value in the Demand Plan Horizon Days field on the Plan Horizons tab in the Plan definition step in the guided process for creating or editing the plan.

Deleted

Stored or aggregated

The measure data is deleted.

You can use this scheduled process to update data for measures that you load using these file-based data import (FBDI) templates:
- Supply Chain Planning Bookings History (ScpBookingHistoryImportTemplate.xlsm)
- Supply Chain Planning Measures (ScpMeasuresImportTemplate.xlsm)
- Supply Chain Planning Option Bookings History (ScpOptionBookingHistoryImportTemplate.xlsm)
- Supply Chain Planning Option Shipments History (ScpOptionShipmentHistoryImportTemplate.xlsm)
- Supply Chain Planning Shipments History (ScpShipmentHistoryImportTemplate.xlsm)
You can't use this scheduled process to update data for measures that you load using these import templates:
- Supply Chain Planning External Forecasts (ScpExternalForecastImportTemplate.xlsm)
- Supply Chain Planning Items (ScpItemImportTemplate.xlsm)
- Supply Chain Planning Price Lists (ScpPriceListImportTemplate.xlsm)
- Supply Chain Planning Sales Orders (ScpSalesOrderImportTemplate.xlsm)
When you make a copy of a plan with reference to a base plan, before you can use the Orchestrate Refresh Measures Processes scheduled process to update measures for the new plan, you must first run it while refreshing it with current data.
Otherwise, the new plan won't be available for selection in the Plan list in the Process Details dialog box for the scheduled process.
After every update of the software, run your plan while refreshing it with current data before you begin to use the Orchestrate Refresh Measures Processes scheduled process.
You can't use the Orchestrate Refresh Measures Processes scheduled process to refresh the measures in a demand plan that has a planning level profile. Such plans aren't available for selection in the Plan field in the Process Details dialog box for the scheduled process.