21 Review and Approve
This chapter describes the functionality that allows you to review and approve the latest system-calculated point-in-time orders and time-phased orders. This is the workspace where you analyze the suggested replenishment and allocations and perform the necessary actions. The following are some examples of typical tasks to perform in this workspace.
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Future store opening or store closing impacts
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What-if scenarios to simulate changes in the replenishment parameters
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Review critical alerts and do the necessary amendments
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Approve orders that are not approved automatically due to critical alerts
Figure 21-1 Review and Approve Task
Review and Approve Workspace, Steps, and Views
The following table lists the workspaces, steps, and views of the Review and Approve task.
Table 21-1 Review and Approve Workspace, Steps, and Views
| Workspace | Step | Tab | Views |
|---|---|---|---|
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To-Do List |
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By Product |
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By Location |
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Space |
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Open-to-Buy |
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Inventory Plan |
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Summary |
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Transfers |
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Allowed Transfer |
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Deficit Surplus Analysis |
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Plan Transfer |
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|
Filter |
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Review and Approve Workspace
The Review and Approve workspace allows you to access all views listed in the Review and Approve Workspace, Steps, and Views. To build the Review and Approve workspace, perform these steps:
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From the left sidebar menu, click the Task Module to view the available tasks.
Figure 21-2 Task Module
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Click the Review and Approve activity to access the available workspaces.
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Click Lifecycle Allocation and Replenishment. The wizard opens. You can open an existing workspace, but to create a new workspace, click Create New Workspace.
Figure 21-3 Lifecycle Review and Approve Wizard
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Enter a name for your new workspace in the label text box and click OK.
Figure 21-4 Enter Workspace Label
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The workspace wizard opens. Select the databag you want to work with and click Next.
Figure 21-5 Workspace Wizard: Databag
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Select the product you want to work with and click Next.
Figure 21-6 Workspace Wizard: Product
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Select the locations you want to work with and click Finish.
Figure 21-7 Workspace Wizard: Locations
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The wizard notifies you that your workspace is being prepared. Successful workspaces are available from the Dashboard.
Figure 21-8 Successful Workspace Build
Note:
The workspace is built using the selected databag scope. The products, locations, source locations, alerts, and attributes available in the workspace are in the databag scope that is managed in the Manage Databag workspace.
Overview Step
This step contains these views:
Approval Status View
The Approval Status View, under the To-Do List tab, allows you to review approval statistics like the number of product and location combinations that were automatically approved and the ones that still require your approval.
Figure 21-9 Approval Status View
Approval Status View - Default Profile Measures
The Approval Status view contains the following measures.
Replenishment To Be Approved Count
The Replenishment To Be Approved Count is a calculated measure used to indicate the total number of assorted product and location combinations that need the orders to be approved manually.
Approve Replenishment Plan Count
The Approved Replenishment Plan Count is a calculated measure used to indicate the total number of assorted product and location combinations with approved orders.
Approve Plan (Week) Count
The Approved Plan (Week) Count is a calculated measure used to indicate the total number of assorted product and location combinations with approved orders for the current week.
To Be Approved Plan (Week) Count
The To Be Approved Plan (Week) Count is a calculated measure used to indicate the total number of assorted product and location combinations that need the orders to be approved manually for the current week.
To-Do List View
The To-Do List View, under the To-Do List tab, allows you to review the number of alert hits that have been triggered as well as their types (all alerts available in IPOCS-Lifecycle Allocation and Replenishment). Within this view, you can also select the alerts to focus the review and leverage IPOCS-Lifecycle Allocation and Replenishment filter capabilities. If alerts are used as a filter, then the views under the Review & Approve steps are filtered based on the alert hits only. The alerts can be added or removed as a filter at any time by you.
Figure 21-10 To-Do List View
To-Do List View - Default Profile Measures
The To-Do List view contains the following measures.
Filter By Alert
The Filter By Alert is an editable measure used to select what alerts should be used to filter the views under the Review & Approve Step. When alerts are selected, IPOCS-Lifecycle Allocation and Replenishment uses the calculated alert hits for the selected alerts to filter the views. The views are filtered as soon as you run the workspace calculation, (either Calculate or F9). In order to disable the alert as a filter you need to clear the alerts and re-run the workspace calculation (either Calculate or F9).
Seed User
The Seed User is an editable measure used to select which alerts should be used to populate the User-filtered Boolean measure. You can use this alert to first seed the User-filtered measure and then either add additional positions or reduce the positions by simply selecting or clearing the item/location combination. This is used for the filtering functionality.
Enable Real-Time Alert
The Enable Real-Time Alerts is an editable measure used to select alerts that should be used as Real-Time Alerts (RTA) within the workspace. When alerts are selected, IPOCS-Lifecycle Allocation and Replenishment uses the calculated alert hits for the selected alerts to enable the RTA. The RTA hits and navigation capabilities are available as soon as you run the workspace calculation (either Calculate or F9). To disable the alert as RTA you need to clear the alert and re-run the workspace calculation (either Calculate or F9).
Alert Priority
The Alert Priority is a calculated measure used to indicate the alert’s priority.
Alert Parent Count
The Alert Parent Count is a calculated measure used to indicate the total number of Parents that have hits for the alert. For example, if 12 different Parents were added to the replenishment watch list, regardless of the stores, then this measure indicates the number 12 in the replenishment watch list alert.
Alert To-Be-Reviewed Parent Count
The Alert To-Be-Reviewed Parent Count is a calculated measure used to indicate the number of Parents that have not been reviewed yet, out of the total number of Parents that have hits for the alert.
Alert Parent-Location Count
The Alert Parent-Location Count is a calculated measure used to indicate the total number of Parent and location combinations that have hits for the alert. For example, if 12 different Parents are added to the replenishment watch list, for only two stores, then this measure indicates the number 24 in the replenishment watch list alert.
Alert To-Be-Reviewed Parent-Location Count
The Alert To-Be-Reviewed Parent-Location Count is a calculated measure used to indicate the number of Parent and location combinations that have not been reviewed yet, out of the total number of Parent and location combinations that have hits for the alert.
Alert Location Count
The Alert Location Count is a calculated measure used to indicate the total number of locations that have hits for the alert. For example, if 12 different Parents were added to the replenishment watch list, for only two stores, then this measure indicates the number 2 in the replenishment watch list alert.
Alert To-Be-Reviewed Location Count
The Alert To-Be-Reviewed Location Count is a calculated measure used to indicate the number of locations that have not been reviewed yet, out of the total number of locations that have hits for the alert.
Today View
The Today View, under the Today View List tab, allows you to check IPOCS-Lifecycle Allocation and Replenishment's Today date.
Figure 21-11 Today View
Today View - Default Profile Measures
The Today view contains the following measure.
Today Date
The Today Date is a loaded read-only measure to display the system date that is calculated by IPOCS-Lifecycle Allocation and Replenishment batch.
User Filter View
The User Filter View, under the To-Do List tab, allows you to configure the filter to be applied to the views within the Review & Approve workspace. In this view you can configure the filter to be applied to the product and location hierarchies. Once a change is performed it is applied after running the workspace calculation (either Calculate or F9).
Figure 21-12 User Filter View
User Filter View - Default Profile Measures
The User Filter view contains the following measure.
User Filter Product-Location
User Filter Product and Location is an editable measure to restrict the filter by the product and location combinations when the measure User Filter Product-Location is selected.
Review & Approve Step
In this step you can review at different levels, the orders calculated by IPOCS-Lifecycle Allocation and Replenishment and approve them. This step contains these views:
By Product Tab
By Location Tab
Space Tab
Open-to-Buy Tab
Item Level (R & A) View
The Item Level (R & A) View, under the By Product tab, allows you to review the replenishment and allocation calculated values at the product level only (no location). Additionally, the sales and forecast for the previous and forthcoming four weeks are also available.
The navigation of this view is driven by real-time alerts or workspace alerts. To leverage the real-time alert navigation in this workspace the desired alerts should be enabled as Real-Time Alert (measure Enable Real-Time Alert) in the To-Do List view.
Figure 21-13 Item Level (R & A) View
Note:
The measures being displayed in this view, regardless of the measure profile, are supported by their counterparts defined at the product and location level. Therefore, the calculated measures in this view are the result of aggregating the ones at the product and location intersection.
Item Level (R & A) View - Default Profile Measures
The Default measure profile available in the Item Level (R & A) view contains the following measures.
User Filter Product - Location
The User Filter Product - Location is an editable measure used to include specific product and location combinations into the quick filter. When selected, by clicking the Run Filters action menu, the quick filter restricts the condition to search only for the product and location combinations selected. When clear, the product and location combinations are not included in the filter condition.
Reviewed Product - Location
The Reviewed Product - Location is an editable measure used to indicate that the product and location combination alerts have been reviewed.
Product Alerts
The Product Alerts is a calculated measure used to display the Alert Short Description of all alerts that were triggered for the product.
Actual Sales W-4 Units
The Actual Sales W-4 Units is a calculated measure used to display the accumulated daily sales units at the system date week - 4 weeks. The system date is available in the Today view.
Actual Sales W-3 Units
The Actual Sales W-3 Units is a calculated measure used to display the accumulated daily sales units at the system date week - 3 weeks. The system date is available in the Today view.
Actual Sales W-2 Units
The Actual Sales W-2 Units is a calculated measure used to display the accumulated daily sales units at the system date week - 2 weeks. The system date is available in the Today view.
Actual Sales W-1 Units
The Actual Sales W-1 Units is a calculated measure used to display the accumulated daily sales units at the system date week - 1 week. The system date is available in the Today view.
Actual Lost Sales W-4 to W-1 Units
The Actual Lost Sales W-4 to W-1 Units is a calculated measure used to display the accumulated lost sales units from the system date week – 4 until the previous week (from the system date week). The system date is available in the Today view.
Actual Sales W+0 Units
The Actual Sales W+0 Units is a calculated measure used to display the accumulated daily sales units for the current system date week. The system date is available in the Today view.
Forecast W+0 Units
The Forecast W+0 Units is a calculated measure used to display forecast units for the current system date week. The system date is available in the Today view.
Forecast W+1 Units
The Forecast W+1 Units is a calculated measure used to display forecast units at the system date week +1 week. The system date is available in the Today view.
Forecast W+2 Units
The Forecast W+2 Units is a calculated measure used to display forecast units at the system date week +2 weeks. The system date is available in the Today view.
Forecast W+3 Units
The Forecast W+3 Units is a calculated measure used to display forecast units at the system date week + 3 weeks. The system date is available in the Today view.
Lifecycle Sales To-Date %
The Lifecycle Sales To-Date % is a calculated measure used to indicate the percentage of actual sales up to date against the total initial forecast.
Figure 21-14 Calculation
Lifecycle Sales To-Go %
The Lifecycle Sales To-Go % is a calculated measure used to indicate the percentage of sales to complete the total initial forecast.
Figure 21-15 Calculation
Assortment Product-Location Start Date
The Assortment Product-Location Start Date is a loaded measure used to indicate the assortment start date for the assorted product and location combinations.
Assortment Product-Location End Date
The Assortment Product-Location End Date is a loaded measure used to indicate the assortment end date for the assorted product and location combinations.
Assortment Product-Location Active Count
The Assortment Product-Location Active Count is a calculated measure used to indicate the total number of product and location combinations assorted and still active. If the assortment end date has not been reached yet then, it is active. Otherwise, it is inactive; meaning that the assortment has stopped already.
RUTL @Today Units
The RUTL @Today Units is a calculated measure used to indicate the Reorder Up-to Level (RUTL) value in units for the product and location combination at the system date. In this view, the value is the total of all locations for the product.
Total Destination Available Units
The Total Destination Available Units is a calculated measure used to indicate the total quantity of units available at the destination location. In this view, the value is the total of all locations where there is available inventory for the product.
Unc Need Total Units
The Unc Need Total Units is a calculated measure used to indicate the total unconstrained quantity, in units, needed for the location. In this view, the value is the total of all locations for the product.
System Replenishment Plan In Units
The System Replenishment Plan In Units is a calculated measure used to indicate the order quantity for the location based on the location’s needs. This value is calculated based on the replenishment rules and the location forecast. In this view, the value is the total of all locations for the product.
System Replenishment Plan In Pack Units
The System Replenishment Plan In Pack Units is a calculated measure used to indicate the order quantity, in pack order quantity, for the location based on the location needs. This value is calculated based on the replenishment rules and the location forecast. In this view, the value is the total of all locations for the product.
Replenishment To Be Approved Count
The Replenishment To Be Approved Count is a calculated measure used to indicate the total number of assorted product and location combinations that need the orders to be approved manually. In this view, the value is the total of all locations for the product.
Total Deficit Units
The Total Deficit Units is a calculated measure used to indicate the product inventory deficit using the total available inventory and Reorder Up-to Level (RUTL) value.
Figure 21-16 Calculation
Total Surplus Units
The Total Surplus Units is a calculated measure used to indicate the product inventory surplus using the total available inventory and Reorder Up-to Level (RUTL) value.
Figure 21-17 Calculation
Item Level (R & A) View - Actuals Profile Measures
The Actuals measure profile available in the Item Level (R & A) view contains the following measures.
User Filter Product - Location
The User Filter Product - Location is the same as the one in the default profile. Refer to the measure User Filter Product-Location in the Default Profile Measures.
Actual Product Location Sales Week Units
The Actual Product Location Sales Week Units is a calculated measure used to indicate the weekly sales, aggregated from the daily sales, for the product and location combination. In this view, the value is the total of all locations and all weeks for the product.
Actual Location Sales Units
The Actual Location Sales Units is a calculated measure used to indicate the weekly sales, aggregated from the daily sales, for the product and location combinations. In this view, the value is the total of all locations and all weeks for the product.
Actual LocationRecpt Units
The Actual LocationRecpt Units is a calculated measure used to indicate the weekly receipts for the product and location combination. In this view, the value is the total of all locations and all weeks for the product.
Actual Location Shipmt Units
The Actual Location Shipmt Units is a calculated measure used to indicate the weekly shipments for the product and location combinations. In this view, the value is the total of all locations and all weeks for the product.
Actual Sales W-4 Units
The Actual Sales W-4 Units is the same as the one in the default profile. Refer to the measure, Actual Sales W-4 Units, in the Default Profile Measures.
Actual Sales W-3 Units
The Actual Sales W-3 Units is the same as the one in the default profile. Refer to the measure, Actual Sales W-3 Units in the Default Profile Measures.
Actual Sales W-2 Units
The Actual Sales W-2 Units is the same as the one in the default profile. Refer to the measure, Actual Sales W-2 Units, in the Default Profile Measures.
Actual Sales W-1 Units
The Actual Sales W-1 Units is the same as the one in the default profile. Refer to the measure, Actual Sales W-1 Units, in the Default Profile Measures.
Actual Sales W+0 Units
Actual Sales W+0 Units is the same as the one in the default profile. Refer to the measure, Actual Sales W+0 Units, in the Default Profile Measures.
Actual Sales W-1 + W+0 Units
The Actual Sales W-1 + W+0 Units is a calculated measure used to display the accumulated sales units from the system date week – 1 until the system current week. The system date is available in the Today view.
Actual Sales W-2 + W+0 Units
The Actual Sales W-2 + W+0 Units is a calculated measure used to display the accumulated sales units from the system date week – 2 until the system current week. The system date is available in the Today view.
Actual Sales W-3 + W+0 Units
The Actual Sales W-3 + W+0 Units is a calculated measure used to display the accumulated sales units from the system date week – 3 until the system current week. The system date is available in the Today view.
Actual Sales W-4 + W+0 Units
The Actual Sales W-4 + W+0 Units is a calculated measure used to display the accumulated sales units from the system date week – 4 until the system current week. The system date is available in the Today view.
Actual Lost Sales W-4 to W-1 Units
Actual Lost Sales W-4 to W-1 Units is the same as the one in the default profile. Refer to the measure, Actual Lost Sales W-4 to W-1 Units, in the Default Profile Measures.
Actual Sales D-7 Units
The Actual Sales D-7 Units is a calculated measure used to display the accumulated daily sales units for the last 7 days (from the system date - 7 days until system date). The system date is available in the Today view.
Actual Sales D-15 Units
The Actual Sales D-15 Units is a calculated measure used to display the accumulated daily sales units for the last 15 days (from the system date - 15 days until system date). The system date is available in the Today view.
Actual Sales D-30 Units
The Actual Sales D-30 Units is a calculated measure used to display the accumulated daily sales units for the last 30 days (from the system date - 30 days until system date). The system date is available in the Today view.
Actual Average Inventory W-1 Units
The Actual Average Inventory W-1 Units is a calculated measure used to display the average inventory units at the previous week (system date week - 1 week). The system date is available in the Today view.
Actual Average Inventory W-2 Units
The Actual Average Inventory W-2 Units is a calculated measure used to display the average inventory units at the system date week - 2 weeks. The system date is available in the Today view.
Actual Average Inventory W-3 Units
The Actual Average Inventory W-3 Units is a calculated measure used to display the average inventory units at the system date week - 3 weeks. The system date is available in the Today view.
Actual Average Inventory W-4 Units
The Actual Average Inventory W-4 Units is a calculated measure used to display the average inventory units at the system date week - 4 weeks. The system date is available in the Today view.
Actual Product Location Average Inventory Week Units
The Actual Product Location Average Inventory Week Units is a calculated measure to display the average holding inventory of the assortment period.
Item Level (R & A) View - Availability Profile Measures
The Availability measure profile available in the Item Level (R & A) view contains the following measures.
User Filter Product - Location
The User Filter Product - Location is the same as the one in the default profile. Refer to the measure User Filter Product-Location in the Default Profile Measures.
RUTL Mask
The RUTL Mask is a calculated measure used to indicate whether the product and location combination is eligible for replenishment. When selected, then it is eligible. When clear, it is not eligible. In this view, if at least one location is eligible then the product is eligible.
Replenishment Destination Mask
The Replenishment Destination Mask is a calculated measure used to indicate whether the product and location combination is eligible for replenishment and the constraint parameter at the system date indicates that replenishment is enabled (measure Replenishment Active (Destination) @ Today). When selected, then it is eligible. When clear, it is not eligible. In this view, if at least one location is eligible then the product is eligible.
Replenishment Source Mask
The Replenishment Source Mask is a calculated measure used to indicate whether the product and source location combination is eligible for replenishment. When selected, then it is eligible. When clear, it is not eligible. In this view, if at least one location is eligible then the product is eligible.
Total On Hand Units
The Total On Hand Units is a calculated measure used to indicate the total on-hand inventory units. The total on-hand units include the on-hand inventory loaded into IPOCS-Lifecycle Allocation and Replenishment plus the on-hand inventory units for the replacement or phase-out product, if any.
In Transit over LT+RT Units
The In Transit over LT+RT Units is a calculated measure used to indicate the total in transit units over the lead time plus the review time.
On Order (in) over LT+RT Units
The On Order (in) over LT+RT Units is a calculated measure used to indicate the total on orders (in) units over the lead time plus the review time.
Exported Replenishment Plan In Units
The Exported Replenishment Plan In Units is a calculated measure used to indicate the replenishment planned units to be exported from the batch for the product and location combination. In this view, the value is the total of all destination locations for the product.
Approve Replenishment Plan In Units
The Approve Replenishment Plan In Units is a calculated measure used to indicate the approved replenishment planned units for the product and location combination. In this view, the value is the total of all destination locations for the product.
Approve Replenishment Plan In Pack Units
The Approve Replenishment Plan In Pack Units is a calculated measure used to indicate the approved replenishment planned packs units for the product and location combination. In this view, the value is the total of all destination locations for the product.
System Replenishment Plan In Units
The System Replenishment Plan In Units is the same as the one in the default profile. Refer to the measure, System Replenishment Plan In Units, in the Default Profile Measures.
Transfer Plan In Units
The Transfer Plan In Units is a calculated measure used to indicate the transfer units planned for the product and location combination. In this view, the value is the total of all destination locations for the product.
Approve Transfer In Units
The Approve Transfer In Units is a calculated measure used to indicate the transfer units approved for the product and location combination. In this view, the value is the total of all destination locations for the product.
Exported Transfer Plan In Units
The Exported Transfer Plan In Units is a calculated measure used to indicate the transfer units to be exported from the batch for the product and location combination. In this view, the value is the total of all destination locations for the product.
On Order (out) over LT+RT Units
The On Order (out) over LT+RT Units is a calculated measure used to indicate the total on orders (out) units over the lead time plus the review time.
Exported Replenishment Plan Out Units
The Exported Replenishment Plan Out Units is a calculated measure used to indicate the source location (for example, warehouse) replenishment planned units to be exported from the batch for the product and location combination. In this view, the value is the total of all source locations for the product.
Approve Replenishment Plan Out Units
Approve Replenishment Plan Out Units is a calculated measure used to indicate the source location approved replenishment units for the product and location combination. In this view, the value is the total of all source locations for the product.
System Replenishment Plan Out Units
The System Replenishment Plan Out Units is a calculated measure used to indicate the order quantity for the source location based on the source location needs. This value is calculated based on the replenishment rules and the source location demand. In this view, the value is the total of all source locations for the product.
Transfer Plan Out Units
The Transfer Plan Out Units is a calculated measure used to indicate the source location’s transfer units planned for the product and location combination. In this view, the value is the total of all locations for the product.
Approve Transfer Out Units
The Approve Transfer Out Units is a calculated measure used to indicate the source location’s transfer units approved for the product and location combination. In this view, the value is the total of all locations for the product.
Exported Transfer Plan Out Units
The Exported Transfer Plan Out Units is a calculated measure used to indicate the source location’s transfer units to be exported from the batch for the product and location combination. In this view, the value is the total of all locations for the product.
Total Destination Available Units
The Total Destination Available Units is the same as the one in the default profile. Refer to the measure, Total Destination Available Units, in the Default Profile Measures.
Total Destination Available Duration (w)
The Total Destination Available Duration (w) is a calculated measure used to indicate the number of weeks that the Total Destination Available Units can cover the demand for the product and location combination.
Total Physical Available Units
The Total Physical Available Units is a calculated measure used to indicate the total quantity of units’ physically available at the destination location. The physically available units differ from the available units as the booked inventory is taken into consideration. In this view, the value is the total of all locations for the product.
Figure 21-18 Calculation
Total Physical Available Duration (w)
The Total Physical Available Duration (w) is a calculated measure used to indicate the number of weeks that the Total Physical Available Units can cover the demand for the product and location combination.
Up To Destination Available Units
The Up To Destination Available Units is the same as Total Destination Available Units grouped by source.
Up To Destination Available Duration (w)
The Up To Destination Available Duration (w) is the same as Total Destination Available Units grouped by source displayed by duration (weeks).
Total Source Available Units
The Total Source Available Units is a calculated measure used to indicate the total quantity of units available at the source location.
Total Source Available Pack Units
The Total Source Available Pack Units is a calculated measure used to indicate the total quantity of pack units available at the source location.
Total Destination Available (including Replenishment & Transfer Out)
The Total Destination Available (including Replenishment & Transfer Out) is the Total Destination Available stock, which is calculated as the sum of all inbound deliveries following replenishment, plus stock on hand but excluding all planned and approved outbound shipments – this measure provides the location net inventory following replenishment calculation.
Total Available Units
The Total Available Units is a calculated measure used to indicate the total quantity of units available for the product considering all inventory (booked, on-hand, transit, and on-order) plus all orders (approved, planned, and exported) plus all transfers (approved, planned, and exported).
Total Available Duration (w)
The Total Available Duration (w) is a calculated measure used to indicate the number of weeks that the Total Available Units can cover the demand for the product and location combination.
Item Level (R & A) View - Forecast Profile Measures
The Forecast measure profile available in the Item Level (R & A) view contains the following measures.
User Filter Product - Location
The User Filter Product - Location is the same as the one in the default profile. Refer to the measure User Filter Product-Location in the Default Profile Measures.
Forecast W+0 Units
The Forecast W+0 Units is the same as the one in the default profile. Refer to the measure, Forecast W+0 Units, in the Default Profile Measures.
Forecast W+1 Units
The Forecast W+1 Units is the same as the one in the default profile. Refer to the measure, Forecast W+1 Units, in the Default Profile Measures.
Forecast W+2 Units
The Forecast W+2 Units is the same as the one in the default profile. Refer to the measure, Forecast W+2 Units, in the Default Profile Measures.
Forecast W+3 Units
The Forecast W+3 Units is the same as the one in the default profile. Refer to the measure, Forecast W+3 Units, in the Default Profile Measures.
Forecast W+0 to W+1 Units
The Forecast W+0 to W+1 Units is a calculated measure used to display the accumulated forecast from the current system date week until the system current week + 1. The system date is available in the Today view.
Forecast W+0 to W+2 Units
The Forecast W+0 to W+2 Units is a calculated measure used to display the accumulated forecast from the current system date week until the system current week + 2. The system date is available in the Today view.
Forecast W+0 to W+3 Units
The Forecast W+0 to W+3 Units is a calculated measure used to display the accumulated forecast from the current system date week until the system current week + 3. The system date is available in the Today view.
Forecast Overt LT+RT Units
The Forecast Overt LT+RT Units is a calculated measure used to display the daily Forecast Demand, in units, from the system date up to number of days of Lead Time plus Review Time. The system date is available in the Today view.
Final Forecast Product Location Week Units
The Final Forecast Product Location Week Units is a calculated measure used to display the final weekly forecast after being spread from the Parent level.
Sell-Out Forecast (Week) Units
The Sell-Out Forecast (Week) Units is an editable measure used to enter product demand at the destination locations. In this view, the measure is aggregated and when changed, the value is spread proportionally across the locations and weeks within the workspace (you can check the spread value in the Item-Location-Week Level (InvPlan) view).
Sell-In Forecast (Week) Units
The Sell-In Forecast (Week) Units is an editable measure used to enter the weekly demand at the source location for the product and location combination.
Total Demand (Week) Units
The Total Demand (Week) Units is a calculated measure used to indicate the total weekly demand for the product. In this view, the measure is aggregated (you can check the weekly value in the Item-Location-Week Level (InvPlan) view).
Up To Sell-Out Forecast Units
The Up To Sell-Out Forecast Units is a calculated measure used to indicate the sell-out Forecast from the source location perspective for the products.
Item Level (R & A) View - Inventory Profile Measures
The Inventory measure profile available in the Item Level (R & A) view contains the following measures.
User Filter Product - Location
The User Filter Product - Location is the same as the one in the default profile. Refer to the measure User Filter Product-Location in the Default Profile Measures.
Total On Hand Units
The Total On Hand Units is the same as the one in the availability profile. Refer to the measure, Total On Hand Units, in the in the Availability Profile Measures.
Total Booked Units
The Total Booked Units is a calculated measure used to indicate the total inventory booked in units.
In Transit over LT+RT Units
The In Transit over LT+RT Units is the same as the one in the availability profile. Refer to the measure, In Transit over LT+RT Units, in the Availability Profile Measures.
Total In Transit Units
The Total In Transit Units is a calculated measure used to indicate the total inventory units in transit.
Total In Transit
The Total In Transit is a calculated measure used to display your comment for the in-transit inventory and your comment for the phase-out item’s inventory, if any.
Total On Order (in) Units
The Total On Order (in) Units is a calculated measure used to indicate the total on-order inventory units. The total on-order units include the on-order inventory loaded into IPOCS-Lifecycle Allocation and Replenishment plus the on-order inventory units for the replacement/phase-out product, if any.
On Order (in) over LT+RT Units
The On Order (in) over LT+RT Units is the same as the one in the availability profile. Refer to the measure, On Order (in) over LT+RT Units, in the Availability Profile Measures.
In Transit + On Order (in) Units
The In Transit + On Order (in) Units is a calculated measure used to indicate the accumulated on-order and in-transit inventory units at the locations for the product.
Total on Order (out) Units
The Total on Order (out) Units is a calculated measure used to indicate the total on-order inventory units out from the source locations (for example, warehouse. The total on-order (out) units include the on-order inventory loaded into IPOCS-Lifecycle Allocation and Replenishment plus the on-order (out) inventory units for the replacement/phase-out product, if any.
On Order (out) over LT+RT Units
The On Order (out) over LT+RT Units is the same as the one in the availability profile. Refer to the measure, On Order (out) over LT+RT Units, in the Measures: Availability Profile in the Default Profile Measures.
Total Customer Order Units
The Total Customer Order Units is a calculated measure used to indicate the total customer orders units. The total customer orders include the customer orders loaded into IPOCS-Lifecycle Allocation and Replenishment plus the customer orders for the replacement/phase-out product, if any.
Location On Hand Units
The Location On Hand Units is a loaded measure used to indicate the on-hand inventory units for the product and location combinations. In this view, the displayed value is for the product considering all locations.
Location Booked Units
The Location Booked Units is a loaded measure used to indicate the booked or reserved inventory units for the product and location combinations. In this view, the displayed value is for the product considering all locations.
Location In Transit Units
The Location In Transit Units is a loaded measure used to indicate the in-transit inventory units for the product and location combinations. In this view, the displayed value is for the product considering all locations.
Location In Transit
vLoc In Transit is a loaded measure used to indicate whether the product and location combination has in-transit inventory or not. When selected, there is in-transit inventory. When clear, there is no in-transit inventory. In this view, a product has in-transit inventory if there is at least one location with in-transit inventory.
Location On Order (in) Units
The Location On Order (in) Units is a loaded measure used to indicate the in-transit inventory units for the product and location combinations. In this view, the displayed value is for the product considering all locations.
Location On Order (out) Units
The Location On Order (out) Units is a loaded measure used to indicate the on-order inventory units (into the destination locations) for the product and location combinations. In this view, the displayed value is for the product considering all locations.
Customer Order Units
The Customer Order Units is a loaded measure used to indicate the on-order inventory units (out from source locations) for the product and location combinations. In this view, the displayed value is for the product considering all locations.
Phased Out On Hand Units
The Phased Out On Hand Units is a calculated measure used to indicate the on-hand inventory units for the phased-out item, if any.
Phased Out Booked Units
The Phased Out Booked Units is a calculated measure used to indicate the booked or reserved inventory units for the phased-out item, if any.
Phased Out In Transit Units
The Phased Out In Transit Units is a calculated measure used to indicate the in-transit inventory units for the phased-out item, if any.
Phased Out In Transit
The Phased Out In Transit is a calculated measure used to indicate whether the phased-out item has in-transit inventory or not. When selected, there is in-transit inventory. When clear, there is no in-transit inventory.
Phased Out On Order (in) Units
The Phased Out On Order (in) Units is a calculated measure used to indicate the on-order inventory units (into the destination locations) for the phased-out item, if any.
Phased Out On Order (out) Units
The Phased Out On Order (out) Units is a calculated measure used to indicate the on-order inventory units (out from source locations) for the phased-out item, if any.
Phased Out Customer Order Units
The Phased Out Customer Order Units is a calculated measure used to indicate the customer orders for the phased-out item, if any.
Pack Type
The Pack Type is a loaded measure used to indicate the product’s pack type. Either simple or complex.
Pack Description
The Pack Description is a loaded measure used to indicate the product’s pack description.
Pack - Item Associated Count
The Pack - Item Associated Count is a calculated measure used to indicate the total number of products (Item) in the pack.
Pack - Item Associated Units
The Pack - Item Associated Units is an editable measure used to indicate the total number of units that the product (Item) has in the pack.
Item Level (R & A) View - Parameters Profile Measures
The Parameters measure profile available in the Item Level (R & A) view contains the following measures.
User Filter Product - Location
The User Filter Product - Location is the same as the one in the default profile. Refer to the measure User Filter Product-Location in the Default Profile Measures.
Assortment Product-Location
The Assortment Product-Location is a loaded measure used to indicate whether the product and location combinations are assorted or not. For more details, refer to the same measure in the Product-Location view within the Manage Assortment workspace.
Assortment Product-Location Count
The Assortment Product-Location Count is a loaded measure used to indicate the total number of product and location combinations assorted. For more details, refer to the same measure in the Product-Location view within the Manage Assortment workspace.
Assortment Product-Location Active
The Assortment Product-Location Active is a loaded measure used to indicate whether the product and location combinations are assorted and still active or not. For more details check the same measure in the view Product- Location within the Manage Assortment workspace.
Assortment Product-Location Active Count
The Assortment Product-Location Active Count is a loaded measure used to indicate the total number of product and location combinations assorted and still active. For more details, refer to the same measure in the Product-Location view within the Manage Assortment workspace.
Assortment Product-Location Start Date
The Assortment Product-Location Start Date is a loaded measure used to indicate the assortment start date for the assorted product and location combinations. For more details, refer to the same measure in the Product-Location view within the Manage Assortment workspace.
Assortment Product-Location End Date
The Assortment Product-Location End Date is a loaded measure used to indicate the assortment end date for the assorted product and location combinations. For more details, refer to the same measure in the Product-Location view within the Manage Assortment workspace.
Lifecycle Product-Location
The Lifecycle Product-Location is a loaded measure used to indicate whether the product and location combination has a valid lifecycle or not. For more details, refer to the same measure in the Product-Location view within the Manage Assortment workspace.
Lifecycle Product-Location Count
The Lifecycle Product-Location Count is a calculated measure used to indicate the number of locations where the product has a valid lifecycle.
Lifecycle Active @ Today
The Lifecycle Active @ Today is a loaded measure used to indicate whether the product and location combination has a valid lifecycle or not at the system date. In this view, the product has an active lifecycle if there is at least one location with an active lifecycle.
Lifecycle Active @ Today
The Lifecycle Active @ Today is a loaded measure used to indicate the lifecycle phase string for the product and location combination when the product and location combination has a valid lifecycle at the system date. In this view, the values are aggregated to the product level only using the ambig aggregation.
Display Quantity Units
The Display Quantity Units is a loaded measure used to indicate the Display Quantity for the product and location combination used by IPOCS-Lifecycle Allocation and Replenishment for the RUTL calculation. In this view, the value is the total for the product.
Fixed Target Stock 1 Units
The Fixed Target Stock 1 Units is a loaded measure used to indicate the initial allocation for the product and location combination. For more details, refer to the same measure in the Product-Location view within the Manage Assortment workspace.
Fixed Target Stock 2 Units
The Fixed Target Stock 2 Units is an editable measure used to indicate an initial allocation for the product and location combination. For more details, refer to the same measure in the Product-Location view within the Manage Assortment workspace.
Fixed Target Stock 3 Units
The Fixed Target Stock 3 Units is an editable measure used to indicate an initial allocation for the product and location combination. For more details, refer to the same measure in the Product-Location view within the Manage Assortment workspace.
Total Initial Forecast Units
The Total Initial Forecast Units is a loaded measure used to display the total initial forecast for the product and location combination.
Conversion Unit of Measure 1
The Conversion Unit of Measure 1 is an editable measure used to indicate a value to be used when converting units into a specific unit of measure based on the Constraint Unit of Measure 1 for scaling. In this view, the value is the total for the product.
Conversion Unit of Measure 2
The Conversion Unit of Measure 2 is an editable measure used to indicate a value to be used when converting units into a specific unit of measure based on the Constraint Unit of Measure 1 for scaling. In this view, the value is the total for the product.
Conversion Unit of Measure 3
The Conversion Unit of Measure 3 is an editable measure used to indicate a value to be used when converting units into a specific unit of measure based on the Constraint Unit of Measure 1 for scaling. In this view, the value is the total for the product.
Average Cost €
The Average Cost € is an editable measure used to indicate the average cost for the product and location combination. In this view, the value is the average for the product considering all the locations.
Price (excl.VAT) €
The Price (excl.VAT) € is an editable measure used to indicate the price excluding VAT for the product and location combination. In this view, the value is the average for the product considering all the locations.
Primary Source @ Today
The Primary Source @ Today is a loaded measure used to indicate the applied primary source for the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Reserved Source 1 @ Today
The Reserved Source 1 @ Today is a calculated measure used to indicate the applied reserved source 1 for the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Reserved Source 2 @ Today
The Reserved Source 2 @ Today is a calculated measure used to indicate the applied reserved source 2 for the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Alternative Source @ Today
The Alternative Source @ Today is a calculated measure used to indicate the applied alternative source for the product and location combination at the system date and can be overridden. .
Low Level Code @ Today
The Low Level Code @ Today is a calculated measure used to indicate the low level code applied to the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Lead Time @ Today Duration (day)
The Lead Time @ Today Duration (day) is a calculated measure used to indicate the applied lead time, in days, for the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Review @ Today
The Review @ Today is a calculated measure used to indicate if Today (current system date) is a review day for the product and location combination and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Next Review @ Today Date
The Next Review @ Today Date is a calculated measure used to indicate the next review date for the product and location combination. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Next Review @ Today Duration (day)
The Next Review @ Today Duration (day) is a calculated measure used to indicate the number of days to the next review date for the product and location combination. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Average Review Time @ Today Duration (day)
The Average Review Time @ Today Duration (day) is a calculated measure used to indicate the average number of days between each review period (planning period) for the product and location combination. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
RUTL Mask
The RUTL Mask is the same as the one in the availability profile. Refer to the measure, RUTL Mask, in the Availability Profile Measures.
Minimum Credible Quantity @ Today Units
The Minimum Credible Quantity @ Today Units is a calculated measure used to indicate the Minimum Credible Quantity applied to the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Reorder Level Method @ Today
The ROL Method @ Today is a calculated measure used to indicate the ROL method applied to the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Minimum Quantity @ Today Units
The Minimum Quantity @ Today Units is a calculated measure used to indicate the ROL minimum quantity units applied to the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Minimum Target Stock @ Today Duration (day)
The Minimum Target Stock @ Today Duration (day) is a calculated measure used to indicate the ROL minimum time supply (in days) applied to the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Target Service Level @ Today %
The Target Service Level @ Today % is a calculated measure used to indicate the Target Service Level % applied to the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Volatility @ Today %
The Volatility @ Today % is a calculated measure used to indicate the Volatility % applied to the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
ROL Stock Safety Time @ Today Duration (day)
The Reorder Level (ROL) Stock Safety Time @ Today Duration (day) details the Reorder Level safety time duration applicable today based on rules association and used in replenishment calculations where RUTL method is not Target Stock. The ROL level is determined as lead time + review time + ROL Stock Safety Time @ Today Duration (day).
Reorder Up to Level Method @ Today
The Reorder Up to Level (RUTL) Method @ Today is a calculated measure used to indicate the RUTL method applied to the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Maximum Quantity @ Today Units
The Maximum Quantity @ Today Units is a calculated measure used to indicate the RUTL maximum quantity units applied to the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Maximum Target Stock @ Today Duration (day)
The Maximum Target Stock @ Today Duration (day) is a calculated measure used to indicate the RUTL maximum time supply (in days) applied to the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Target Days of Supply @ Today Duration (day)
The Target Days of Supply @ Today Duration (day) is a calculated measure used to indicate the Target Days of Supply (in days) applied to the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Target Stock Method @ Today
The Target Stock Method @ Today is a calculated measure used to indicate the target stock method applied to the product and location combination at the system date (when the RUTL method is target stock). For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Target Stock Seasonal Forecast @ Today %
Target Stock Seasonal Forecast @ Today % is a calculated measure used to indicate the percentage of the Seasonal Forecast applied to the product and location combination at the system date (to be used when the RUTL method is target stock). For more details about the measure, refer to the same measure description in the view Item- Location within the Supply Chain Network workspace.
Target Stock Stock Safety Time @ Today Duration (day)
The Target Stock Stock Safety Time @ Today Duration (day) is a calculated measure used to indicate the number of days for the stock safety applied to the product and location combination at the system date (to be used when the RUTL method is target stock). For more details about the measure, refer to the same measure description in the view Item- Location within the Supply Chain Network workspace.
Order Rounding Threshold @ Today
The Order Rounding Threshold @ Today is a calculated measure used to indicate the percentage to round up the orders applied to the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Replenishment Status @ Today
The Replenishment Status @ Today is a calculated measure used to indicate whether the product and location combination at the system date is replenishable or not. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Reorder Level Change @ Today %
The Reorder Level (ROL) Change @ Today % is a calculated measure used to indicate the percentage to increase or decrease the system-generated ROL value applied to the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Reorder Up to Level Change @ Today %
The Reorder Up to Level (RUTL) Change @ Today % is a calculated measure used to indicate the percentage to increase or decrease the system-generated RUTL value applied to the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Replenishment Destination Mask
The Replenishment Destination Mask is the same as the one in the availability profile. Refer to the measure, Replenishment Destination Mask, in the Measures: Availability Profile in the Default Profile Measures.
Replenishment Source Mask
The Replenishment Source Mask is the same as the one in the availability profile. Refer to the measure, Replenishment Source Mask, in the Measures: Availability Profile in the Default Profile Measures.
Available Constraint (Source) @ Today
The Available Constraint (Source) @ Today is a calculated measure used to indicate whether a constraint is enabled or disabled (at the source location) for the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Source Available (Source) @ Today
The Source Available (Source) @ Today is a calculated measure used to indicate which stock units to be used from the source locations are applied to the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Source Available (Source) @ Today Duration (day)
The Source Available (Source) @ Today Duration (day) is a calculated measure used to indicate the number of days to get the in-transit and on-order stock applied to the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Replenishment Active (Destination) @ Today
The Replenishment Active (Destination) @ Today is a calculated measure used to indicate for the product and location combination at the system date if the location has the replenishment active or not. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Fulfill Till Layer (Destination) @ Today
The Fulfill Till Layer (Destination) @ Today is a calculated measure used to indicate the layer applied to the product and location combination at the system date (layer until which IPOCS-Lifecycle Allocation and Replenishment should fulfill the demand). For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Ration Priority (Destination) @ Today
The Ration Priority (Destination) @ Today is a calculated measure used to indicate the rationing priority applied to the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
SubLayer (Destination) @ Today
The SubLayer (Destination) @ Today is a calculated measure used to indicate the sublayers applied to the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Assign Pack (Destination) @ Today
The Assign Pack (Destination) @ Today is a calculated measure used to indicate the pack types assignment applied to the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Minimum Pack Fill Rate 1 (Dst) %
Minimum Pack Fill Rate 1 (Distribute) Percentage is an editable measure used to define the minimum pack fill rate percentage for first round of complex pack assignment.
Minimum Pack Fill Rate 2 (Dst) %
Minimum Pack Fill Rate 2 (Distribute) Percentage is an editable measure used to define the minimum pack fill rate percentage for second round of complex pack assignment.
Note:
The fill rate is defined as: Fill rate = sum of the need of all components of the pack / sum of
components of the pack
LAR sorts the pack configuration from the largest to smallest, then pick the best pack with fill rate greater than or equal to Min Pack Fill Rate 1. If it does not satisfy this condition then it looks for the next pack configuration and compare it to Min Pack Fill Rate 2. If there is no pack that has minimum pack fill rate of 1 and 2 then it switches to allocating by eaches.
The lower the percentage the higher the chance to allocate more than the need.
For instance, if the Minimum Pack Fill Rate is set to 100%, LAR will fit as many packs as possible without overallocating, and the remaining need is allocated with eaches. If the Minimum Pack Fill Rate is set to 0%, LAR will allocate only packs, very likely overallocating. It will allocate eaches only if the pack inventory is exhausted.
Item Level (R & A) View - Plan Profile Measures
The Plan measure profile available in the Item Level (R & A) view contains the following measures.
User Filter Product - Location
The User Filter Product - Location is the same as the one in the default profile. Refer to the measure User Filter Product-Location in the Default Profile Measures.
Reorder Up to Level Mask
The Reorder Up to Level (RUTL) Mask is the same as the one in the availability profile. Refer to the measure, RUTL Mask, in the Availability Profile Measures.
Replenishment Destination Mask
The Replenishment Destination Mask is the same as the one in the availability profile. Refer to the measure, Replenishment Destination Mask, in the Availability Profile Measures.
Replenishment Source Mask
The Replenishment Source Mask is the same as the one in the availability profile. Refer to the measure, Replenishment Source Mask, in the Availability Profile Measures.
Pack Partition
The Pack Partition is a calculated measure used to indicate a partition (identifier) for the products that belong to the same pack. For example, if pack 001 has item001, item002 and item003 then all 3 Items have the same pack partition value.
Total Physical Available Units
The Total Physical Available Units is the same as the one in the availability profile. Refer to the measure, Total Physical Available Units, in the Availability Profile Measures.
Total Physical Available Duration (w)
The Total Physical Available Duration (w) is the same as the one in the availability profile. Refer to the measure, Total Physical Available Duration (w), in the Availability Profile Measures.
Total Destination Available Units
The Total Destination Available Units is the same as the one in the default profile. Refer to the measure, Total Destination Available Units, in the Default Profile Measures.
Total Destination Available Duration (w)
Total Destination Available Duration (w) is a calculated measure used to indicate the number of weeks that the Total Destination Available Units can cover the demand for the product and location combination.
Total Source Available Units
The Total Source Available Units is a calculated measure used to indicate the total quantity of units available at the source location for the product and location combination. In this view, the value is the total for the product.
Total Source Available Pack Units
The Total Source Available Pack Units is a calculated measure used to indicate the total quantity of pack units available at the source location for the product and location combination. In this view, the value is the total for the product.
User Total Source Available Units
The User Total Source Available Units is an editable measure you can use to enter the total quantity of units available at the source location for the product. The value of this measure overrides the measure Total Source Available Unit.
Manual Push Units
The Manual Push Units is an editable measure you can use to enter the total quantity of units to be manually pushed from the source location to the destination locations for the product. The value is spread proportionally between all the product’s destination locations.
Reorder Level @ Today Units
The Reorder Level (ROL) @ Today Units is a calculated measure used to indicate the Reorder level (ROL) value in units for the product and location combination at the system date. In this view, the value is the total of all locations for the product.
Reorder Up to Level @ Today Units
The Reorder Up to Level (RUTL) @ Today Units is the same as the one in the default profile. Refer to the measure, RUTL @ Today Units, in the Default Profile Measures.
Forecast Over LT+RT Units
The Forecast Over LT+RT Units is the same as the one in the forecast profile. Refer to the measure, Forecast Over LT+RT Units, in the Forecast Profile Measures.
Unconstrained Need Total Units
The Unconstrained Need Total Units is the same as the one in the default profile. Refer to the measure, Unconstrained Need Total Units, in the Default Profile Measures.
Minimum Unconstrained Need Pack Units
The Minimum Unconstrained Need Pack Units is a measure that indicates the minimum unit of Packs needed regardless of Pack Fill Rate.
Maximum Unconstrained Need Pack Units
The Maximum Unconstrained Need Pack Units is a measure that indicates the maximum unit of Packs needed regardless of Pack Fill Rate.
User Replenishment Fix Locked Units
The User Replenishment Fix Locked Units is an editable measure you can use to enter fixed replenishment units (order quantity) for the product. This measure overrides the product’s system-calculated replenishment units. The entered value is spread proportionally between all the product’s destination locations.
System Replenishment Plan In Units
The System Replenishment Plan In Units is the same as the one in the default profile. Refer to the measure, System Replenishment Plan In Units, in the Default Profile Measures.
System Replenishment Plan In Pack Units
The System Replenishment Plan In Pack Units is the same as the one in the default profile. Refer to the measure, System Replenishment Plan In Pack Units, in the Default Profile Measures.
Unconstrained Required Total Units
The Unconstrained Required Total Units is a calculated measure used to indicate the total unconstrained quantity, in units, needed for the source location (for example, warehouse). In this view, the value is the total for the product.
System Replenishment Plan Out Units
The System Replenishment Plan Out Units is the same as the one in the default profile. Refer to the measure, System Replenishment Plan Out Units, in the Default Profile Measures.
System Replenishment Plan Out Pack Units
The System Replenishment Plan Out Pack Units is a calculated measure used to indicate the pack order quantity (either simple or complex packs) for the source location based on the source location needs. This value is calculated based on the replenishment rules and the source location demand. In this view, the value is the total of all source locations for the product.
Total Available Units
The Total Available Units is the same as the one in the availability profile. Refer to the measure, Total Available Units, in the Availability Profile Measures.
Total Available Duration (w)
The Total Available Duration (w) is the same as the one in the availability profile. Refer to the measure, Total Available Duration (w), in the Availability Profile Measures.
Total Regular Units
The Total Regular Units is a calculated measure used to indicate the total regular units for the product. The calculation is based on the deficit and surplus units.
Figure 21-19 Calculation
Total Deficit Units
The Total Deficit Units is the same as the one in the default profile. Refer to the measure, Total Deficit Units, in the Default Profile Measures.
Total Deficit %
The Total Deficit % is a calculated measure used to indicate the percentage that the deficit units represent in the RUTL units.
Figure 21-20 Calculation
Total Surplus Units
The Total Surplus Units is the same as the one in the default profile. Refer to the measure, Total Surplus Units, in the Default Profile Measures.
Total Surplus %
The Total Surplus % is a calculated measure used to indicate the percentage that the surplus units represent in the RUTL units.
Figure 21-21 Calculation
Total Fulfil. %
The Total Fulfil. % is a calculated measure used to indicate the percentage that the total available stock fulfills the RUTL.
Replenishment To Be Approved
The Replenishment To Be Approved is a calculated measure used to indicate whether the product and location combination needs the order to be approved manually. In this view, the value is the total of all locations for the product.
Approve Replenishment Plan
The Approve Replenishment Plan is an editable measure used to indicate whether the product’s order should or should not be approved by the approval process. The Replenishment Approval action button approves all orders when this measure is selected.
Approve Replenishment Plan User ID
The Approve Replenishment Plan User ID is a calculated measure used to audit the Replenishment Approval action button. It is populated with the user-identifier that last ran the Replenishment Approval.
Approve Replenishment Plan Date
Approve Replenishment Plan Date is a calculated measure used to audit the Replenishment Approval action button. It is populated with the date and time that the replenishment approval was last run.
Approve Replenishment Plan In Units
The Approve Replenishment Plan In Units is the same as the one in the availability profile. Refer to the measure, Approve Replenishment Plan In Units, in the Availability Profile Measures.
Approve Replenishment Plan In Pack Units
The Approve Replenishment Plan In Pack Units is the same as the one in the availability profile. Refer to the measure, Approve Replenishment Plan In Pack Units, in the Availability Profile Measures.
Approve Replenishment Plan Out Units
The Approve Replenishment Plan Out Units is the same as the one in the availability profile. Refer to the measure, Approve Replenishment Plan Out Units, in the Measures: Availability Profile in the Default Profile Measures.
Exported Replenishment Plan Date
The Exported Replenishment Plan Date is a calculated measure used to audit the replenishment export. It is populated with the date and time that the replenishment was exported by the batch, if exported by the last batch run. Otherwise, it is empty.
Exported Replenishment Plan In Units
The Exported Replenishment Plan In Units is the same as the one in the availability profile. Refer to the measure, Exported Replenishment Plan In Units, in the Availability Profile Measures.
Exported Replenishment Plan Out Units
The Exported Replenishment Plan Out Units is the same as the one in the availability profile. Refer to the measure, Exported Replenishment Plan Out Units, in the Availability Profile Measures.
Item Level (R & A) View - Replacement Profile Measures
The Replacement measure profile available in the Item Level (R & A) view contains the following measures.
User Filter Product - Location
The User Filter Product - Location is the same as the one in the default profile. Refer to the measure User Filter Product-Location in the Default Profile Measures.
Phased Out Product
The Phased Out Product is an editable measure used to select the phase-out product for the current product. You can select the product from a list populated with all available products within the workspace.
Phased Out Substitution Date
The Phased Out Substitution Date is an editable measure used to select the substitution date for the phased-out product.
Total On Hand Units
The Total On Hand Units is the same as the one in the availability profile. Refer to the measure, Total On Hand Units, in the Availability Profile Measures.
Total Booked Units
The Total Booked Units is the same as the one in the inventory profile. Refer to the measure, Total Booked Units, in the Inventory Profile Measures.
Total In Transit Units
The Total In Transit Units is the same as the one in the inventory profile. Refer to the measure, Total In Transit Units, in the Inventory Profile Measures.
Total In Transit
The Total In Transit is the same as the one in the inventory profile. Refer to the measure, Total In Transit, in the Inventory Profile Measures.
Total On Order (in) Units
The Total On Order (in) Units is the same as the one in the inventory profile. Refer to the measure, Total On Order (out) Units, in the Inventory Profile Measures.
Total On Order (out) Units
The Total On Order (out) Units is the same as the one in the inventory profile. Refer to the measure, Total On Order (out) Units, in the Inventory Profile Measures.
Total Customer Order Units
The Total Customer Order Units is the same as the one in the inventory profile. Refer to the measure, Total Customer Order Units, in the Inventory Profile Measures.
Location On Hand Units
The Location On Hand Units is the same as the one in the inventory profile. Refer to the measure, Location On Hand Units, in the Inventory Profile Measures.
Location Booked Units
The Location Booked Units is the same as the one in the inventory profile. Refer to the measure, Location Booked Units, in the Inventory Profile Measures.
Location In Transit Units
The Location In Transit Units is the same as the one in the inventory profile. Refer to the measure, Location In Transit Units, in the Inventory Profile Measures.
Location In Transit
The Location In Transit is the same as the one in the inventory profile. Refer to the measure, Location In Transit in the Inventory Profile Measures.
Location On Order (in) Units
The Location On Order (in) Units is the same as the one in the inventory profile. Refer to the measure, Location On Order (in) Units, in the Inventory Profile Measures.
Location On Order (out) Units
Location On Order (out) Units is the same as the one in the inventory profile. Refer to the measure, Location On Order (out) Units, in the Inventory Profile Measures.
Customer Order Units
The Customer Order Units is the same as the one in the inventory profile. Refer to the measure, Customer Order Units, in the Inventory Profile Measures.
Phased Out On Hand Units
The Phased Out On Hand Units is the same as the one in the inventory profile. Refer to the measure, Phased Out On Hand Units, in the Inventory Profile Measures.
Phased Out Booked Units
The Phased Out Booked Units is the same as the one in the inventory profile. Refer to the measure, Phased Out Booked Units, in the Inventory Profile Measures.
Phased Out In Transit Units
The Phased Out In Transit Units is the same as the one in the inventory profile. Refer to the measure, Phased Out In Transit Units, in the Inventory Profile Measures.
Phased Out In Transit
The Phased Out In Transit is the same as the one in the inventory profile. Refer to the measure, Phased Out In Transit in the Inventory Profile Measures.
Phased Out On Order (in) Units
The Phased Out On Order (in) Units is the same as the one in the inventory profile. Refer to the measure, Phased Out On Order (in) Units, in the Inventory Profile Measures.
Phased Out On Order (out) Units
The Phased Out On Order (out) Units is the same as the one in the inventory profile. Refer to the measure, Phased Out On Order (out) Units, in the Inventory Profile Measures.
Phased Out Customer Order Units
The Phased Out Customer Order Units is the same as the one in the inventory profile. Refer to the measure, Phased Out Customer Order Units, in the Inventory Profile Measures.
Item Level (R & A) View - YTDYTG Profile Measures
The Year-To-Date Year-To-Go (YTDYTG) measure profile available in the Item Level (R & A) view contains the following measures.
User Filter Product - Location
The User Filter Product - Location is the same as the one in the default profile. Refer to the measure User Filter Product-Location in the Default Profile Measures.
Total Initial Forecast Units
The Total Initial Forecast Units is the same as the one in the parameters profile. Refer to the measure, Total Initial Forecast Units, in the Parameters Profile Measures.
Actual Location Sales Units
The Actual Location Sales Units is the same as the one in the actuals profile. Refer to the measure, Actual Location Sales Units, in the Actuals Profile Measures.
Sell-Out Forecast (Week) Units
The Sell-Out Forecast (Week) Units is the same as the one in the forecast profile. Refer to the measure, Sell-Out Forecast (Week) Units, in the Forecast Profile Measures.
Lifecycle Sales To-Date %
The Lifecycle Sales To-Date % is the same as the one in the default profile. Refer to the measure, Lifecycle Sales To-Date %, in the Default Profile Measures.
Lifecycle Sales To-Go %
The Lifecycle Sales To-Go % is the same as the one in the default profile. Refer to the measure, Lifecycle Sales To-Go %, in the Default Profile Measures.
Actual Location Recpt Units
The Actual Location Recpt Units is the same as the one in the actuals profile. Refer to the measure, Actual Location Recpt Units, in the Actuals Profile Measures.
Actual Location Shipmt Units
The Actual Location Shipmt Units is the same as the one in the actuals profile. Refer to the measure, Actual Location Shipmt Units, in the Actuals Profile Measures.
Lifecycle Receipt To-Date %
The Lifecycle Receipt To-Date % is a calculated measure used to indicate the percentage of actual receipts up to date against the total initial forecast.
Figure 21-22 Calculation
Lifecycle Sell-Thru %
The Lifecycle Sell-Thru % is a calculated measure used to indicate the percentage of lifecycle product’s sell-through.
Figure 21-23 Calculation
Item-Location Level (R & A) View
The Item-Location Level (R & A) View, under the By Product tab, is similar to the view Item Level (R & A) but allows you to do the review at the product and location levels.
The navigation of this view is driven by real-time alerts or workspace alerts. To leverage the real-time alert navigation in this workspace the desired alerts should be enabled as Real-Time Alerts (measure Enable Real-Time Alerts) in the To-Do List view.
Figure 21-24 Item-Location Level (R & A) View
Item-Location Level (R & A) View - Default Profile Measures
The Default measure profile available in the Item-Location Level (R & A) view contains the following measures.
User Filter Product-Location
The User Filter Product-Location is an editable measure used to include specific product and location combinations into the quick filter. When selected, the quick filter restricts the condition to search only for the product and location combinations selected. When clear, the product and location combinations are not included in the filter condition.
Reviewed Product - Location
The Reviewed Product - Location is an editable measure used to indicate that the product and location combination alerts have been reviewed.
Product - Location Alerts
The Product - Location Alerts is a calculated measure used to display the Alert Short Description for all alerts that were triggered for the product and location combination.
Total Destination Available Units
The Total Destination Available Units is a calculated measure used to indicate the total quantity of units available at the location for the product and location combination.
Total Destination Available Duration (w)
The Total Destination Available Duration (w) is a calculated measure used to indicate the number of weeks that the Total Destination Available Units can cover the demand for the product and location combination.
Forecast Over LT+RT Units
The Forecast Over LT+RT Units is a calculated measure to display the daily Forecast Demand for the product and location combination, in units, from the system date up to the number of days of Lead Time plus Review Time. The system date is available in the Today view.
RUTL @ Today Units
The RUTL @ Today Units is a calculated measure used to indicate the Reorder Up-to Level (RUTL) value in units for the product and location combination at the system date.
Unconstrained Need Total Units
The Unconstrained Need Total Units is a calculated measure used to indicate the total unconstrained quantity, in units, needed at the location for the product and location combination.
User Replenishment Fix Locked Units
The User Replenishment Fix Locked Units is an editable measure used to enter fixed replenishment units (order quantity) for the product and location combination. This measure overrides the product’s system-calculated replenishment units.
System Replenishment Plan In Units
The System Replenishment Plan In Units is a calculated measure used to indicate the order quantity for the product and location combination based on the location needs. This value is calculated based on the replenishment rules and the available forecast.
System Replenishment Plan In Pack Units
The System Replenishment Plan In Pack Units is a calculated measure used to indicate the pack order quantity for the product and location combination based on the location needs. This value is calculated based on the replenishment rules and the available forecast.
Replenishment To Be Approved
The Replenishment To Be Approved is a calculated measure used to indicate whether the product and location combination needs the order to be approved manually.
Approve Replenishment Plan
The Approve Replenishment Plan is an editable measure used to indicate whether the product and location combination order should be approved or not by the approval process. The Replenishment Approval action button approves all orders when this measure is selected.
Approve Replenishment Plan In Units
The Approve Replenishment Plan In Units is a calculated measure used to indicate the approved replenishment planned units for the product and location combination.
Total Available Units
The Total Available Units is a calculated measure used to indicate the total quantity of units available for the product and location combination taking into consideration all inventory (booked, on-hand, transit and on-order) plus all orders (approved, planned, and exported) plus all transfers (approved, planned, and exported).
Total Available Duration (w)
The Total Available Duration (w) is a calculated measure used to indicate the number of weeks that the Total Available Units can cover the demand for the product and location combination.
Total Regular Units
The Total Regular Units is a calculated measure used to indicate the total regular units for the product. The calculation is based on the deficit and surplus units for the product and location combination.
Figure 21-25 Calculation
Total Deficit Units
The Total Deficit Units is a calculated measure used to indicate the inventory deficit using the total available inventory and Reorder Up-to Level (RUTL) value for the product and location combination.
Figure 21-26 Calculation
Tot Deficit %
The Tot Deficit % is a calculated measure used to indicate the percentage that the deficit units represent in the RUTL units for the product and location combination.
Figure 21-27 Calculation
Total Surplus Units
The Total Surplus Units is a calculated measure used to indicate the inventory surplus using the total available inventory and Reorder Up-to Level (RUTL) value for the product and location combination.
Figure 21-28 Calculation
Total Surplus %
The Total Surplus % is a calculated measure used to indicate the percentage that the surplus units represent in the RUTL units for the product and location combination.
Figure 21-29 Calculation
Total Fulfil. %
The Total Fulfil. % is a calculated measure used to indicate the percentage that the total available stock fulfills the RUTL for the product and location combination.
Figure 21-30 Calculation
Lifecycle Sales To-date %
The Lifecycle Sales To-date % is a calculated measure used to indicate the percentage of actual sales up to date against the total initial forecast for the product and location combination.
Figure 21-31 Calculation
Lifecycle Sales To-Go %
The Lifecycle Sales To-Go % is a calculated measure used to indicate the percentage of sales to complete the total initial forecast for the product and location combination.
Figure 21-32 Calculation
Item-Location Level (R & A) - Measures: Actuals Profile
The Actuals measure profile available in the Item-Location Level (R & A) view contains the following measures.
User Filter Product - Location
The User Filter Product - Location is the same as the one in the default profile. Refer to the measure User Filter Product-Location in the Default Profile Measures.
Actual Product Location Sales Week Units
The Actual Product Location Sales Week Units is a calculated measure used to indicate the weekly sales, aggregated from the daily sales, for the product and location combination.
Actual Location Sales Units
The Actual Location Sales Units is a calculated measure used to indicate the weekly sales, aggregated from the daily sales, for the product and location combination.
Actual Location Recpt Units
The Actual Location Recpt Units is a calculated measure used to indicate the weekly receipts for the product and location combination.
Actual Location Shipmt Units
The Actual Location Shipmt Units is a calculated measure used to indicate the weekly shipments for the product and location combination.
Actual Sales W-4 Units
The Actual Sales W-4 Units is a calculated measure used to display the accumulated daily sales units at the system date week - 4 weeks for the product and location combination. The system date is available in the Today view.
Actual Sales W-3 Units
The Actual Sales W-3 Units is a calculated measure used to display the accumulated daily sales units at the system date week - 3 weeks for the product and location combination. The system date is available in the Today view.
Actual Sales W-2 Units
The Actual Sales W-2 Units is a calculated measure used to display the accumulated daily sales units at the system date week - 2 weeks for the product and location combination. The system date is available in the Today view.
Actual Sales W-1 Units
The Actual Sales W-1 Units is a calculated measure used to display the accumulated daily sales units at the system date week - 1 weeks for the product and location combination. The system date is available in the Today view.
Actual Sales W+0 Units
The Actual Sales W+0 Units is a calculated measure used to display the accumulated daily sales units for the current system date week for the product and location combination. The system date is available in the Today view.
Actual Sales W+1 Units
The Actual Sales W+1 Units is a calculated measure used to display the accumulated daily sales units for the current system date week + 1 week for the product and location combination. The system date is available in the Today view
Actual Sales W+2 Units
The Actual Sales W+2 Units is a calculated measure used to display the accumulated daily sales units for the current system date week + 2 weeks for the product and location combination. The system date is available in the Today view.
Actual Sales W+3 Units
The Actual Sales W+3 Units is a calculated measure used to display the accumulated daily sales units for the current system date week + 3 weeks for the product and location combination. The system date is available in the Today view.
Actual Sales W-1 to W+0 Units
The Actual Sales W-1 to W+0 Units is a calculated measure used to display the accumulated sales units from the system date week – 1 until the system current week for the product and location combination. The system date is available in the Today view.
Actual Sales W-2 to W+0 Units
The Actual Sales W-2 to W+0 Units is a calculated measure used to display the accumulated sales units from the system date week – 2 until the system current week for the product and location combination. The system date is available in the Today view.
Actual Sales W-3 to W+0 Units
The Actual Sales W-3 to W+0 Units is a calculated measure used to display the accumulated sales units from the system date week – 3 until the system current week for the product and location combination. The system date is available in the Today view.
Actual Sales W-4 to W+0 Units
The Actual Sales W-4 to W+0 Units is a calculated measure used to display the accumulated sales units from the system date week – 4 until the system current week for the product and location combination. The system date is available in the Today view.
Actual Lost Sales W-4 to W-1 Units
The Actual Lost Sales W-4 to W-1 Units is a calculated measure used to display the accumulated lost sales units from the system date week – 4 until the previous week (from the system date week) for the product and location combination. The system date is available in the Today view.
Actual Sales D-7 Units
The Actual Sales D-7 Units is a calculated measure used to display the accumulated daily sales units for the last 7 days (from the system date - 7days until system date) for the product and location combination. The system date is available in the Today view.
Actual Sales D-15 Units
The Actual Sales D-15 Units is a calculated measure used to display the accumulated daily sales units for the last 15 days (from the system date - 15days until system date) for the product and location combination. The system date is available in the Today view.
Actual Sales D-30 Units
The Actual Sales D-30 Units is a calculated measure used to display the accumulated daily sales units for the last 30 days (from the system date - 30days until system date) for the product and location combination. The system date is available in the Today view.
Actual Average Inventory W-1 Units
The Actual Average Inventory W-1 Units is a calculated measure used to display the average inventory units at the previous week (system date week - 1 week) for the product and location combination. The system date is available in the Today view.
Actual Average Inventory W-2 Units
The Actual Average Inventory W-2 Units is a calculated measure used to display the average inventory units at the system date week - 2 weeks for the product and location combination. The system date is available in the Today view.
Actual Average Inventory W-3 Units
The Actual Average Inventory W-3 Units is a calculated measure used to display the average inventory units at the system date week - 3 weeks for the product and location combination. The system date is available in the Today view.
Actual Average Inventory W-4 Units
The Actual Average Inventory W-4 Units is a calculated measure used to display the average inventory units at the system date week - 4 weeks for the product and location combination. The system date is available in the Today view.
Actual Product Location Average Inventory Week Units
The Actual Product Location Average Inventory Week Units is a calculated measure used to display the average holding inventory of the assortment period.
Item-Location Level (R & A) - Measures: Availability Profile
The Availability measure profile available in the Item-Location Level (R & A) view contains the following measures.
User Filter Product-Location
The User Filter Product-Location is the same as the one in the default profile. Refer to the measure User Filter Product-Location in the Default Profile Measures.
RUTL Mask
The RUTL Mask is a calculated measure used to indicate whether the product and location combination is eligible for replenishment. When selected, then it is eligible. When clear, then it is ineligible.
Replenishment Destination Mask
The Replenishment Destination Mask is a calculated measure used to indicate whether the product and location combination is eligible for replenishment and the constraint parameter at the system date indicates that replenishment is enable too (measure Replenishment Active (Destination) @ Today). When selected, then it is eligible. When clear, then it is ineligible.
Replenishment Source Mask
The Replenishment Source Mask is a calculated measure used to indicate whether the product and source location combination is eligible to be used for replenishment. When selected, then it is eligible. When clear, then it is ineligible.
Total On Hand Units
The Total On Hand Units is a calculated measure used to indicate the total on-hand inventory units for the product and location combination. The total on-hand units includes the on-hand inventory loaded into IPOCS-Lifecycle Allocation and Replenishment plus the on-hand inventory units for the replacement/phase-out product, if any.
In Transit over LT+RT Units
In Transit over LT+RT Units is a calculated measure used to indicate the total in transit units over the lead time plus the review time for the product and location combination.
On Order (in) over LT+RT Units
The On Order (in) over LT+RT Units is a calculated measure used to indicate the total on order (in) units over the lead time plus the review time for the product and location combination.
Exported Replenishment Plan In Units
The Exported Replenishment Plan In Units is a calculated measure used to indicate the replenishment planned units to be exported from the batch for the product and location combination.
Approve Replenishment Plan In Units
The Approve Replenishment Plan In Units is the same as the one in the default profile. Refer to the measure, Approve Replenishment Plan In Units, in the Default Profile Measures.
Approve Replenishment Plan In Pack Units
The Approve Replenishment Plan In Pack Units is a calculated measure used to indicate the approved replenishment planned packs units for the product and location combination.
System Replenishment Plan In Units
The System Replenishment Plan In Units is the same as the one in the default profile. Refer to the measure, System Replenishment Plan In Units, in the Default Profile Measures.
Transfer Plan In Units
The Transfer Plan In Units is a calculated measure used to indicate the transfer units planned for the product and location combination.
Approve Transfer In Units
The Approve Transfer In Units is a calculated measure used to indicate the transfer units approved for the product and location combination.
Exported Transfer Plan In Units
The Exported Transfer Plan In Units is a calculated measure used to indicate the transfer units to be exported from the batch for the product and location combination.
On Order (out) over LT+RT Units
The On Order (out) over LT+RT Units is a calculated measure used to indicate the total on orders (out) units over the lead time plus the review time for the product and location combination.
Exported Replenishment Plan Out Units
The Exported Replenishment Plan Out Units is a calculated measure used to indicate the source location (for example, warehouse) replenishment planned units to be exported from the batch for the product and location combination.
Approve Replenishment Plan Out Units
The Approve Replenishment Plan Out Units is a calculated measure used to indicate the source location approved replenishment units for the product and location combination.
System Replenishment Plan Out Units
The System Replenishment Plan Out Units is a calculated measure used to indicate the order quantity for the source location based on the source location needs. This value is calculated based on the replenishment rules and the source location demand.
Transfer Plan Out Units
The Transfer Plan Out Units is a calculated measure used to indicate the source location’s transfer units planned for the product and location combination.
Approve Transfer Out Units
Approve Transfer Out Units is a calculated measure used to indicate the source location’s transfer units approved for the product and location combination.
Exported Transfer Plan Out Units
The Exported Transfer Plan Out Units is a calculated measure used to indicate the source location’s transfer units to be exported from the batch for the product and location combination.
Total Destination Available Units
The Total Destination Available Units is the same as the one in the default profile. Refer to the measure, Total Destination Available Units, in the Default Profile Measures.
Total Destination Available Duration (w)
The Total Destination Available Duration (w) is the same as the one in the default profile. Refer to the measure, Total Destination AvailableDuration (w), in the Default Profile Measures.
Total Physical Available Units
The Total Physical Available Units is a calculated measure used to indicate the total quantity of units’ physically available at the location for the product and location combination. The physically available units differ from the available units as the booked inventory is taken into consideration.
Figure 21-33 Calculation
Total Physical Available Duration (w)
The Total Physical Available Duration (w) is a calculated measure used to indicate the number of weeks that the Total Physical Available Units can cover the demand for the product and location combination.
Up To Destination Available Units
The Up To Destination Available Units is the same as Total Destination Available Units grouped by source.
Up To Destination Available Duration (w)
The Up To Destination Available Duration (w) is the same as Total Destination Available Units grouped by source displayed by duration (weeks).
Total Source Available Units
The Total Source Available Units is a calculated measure used to indicate the total quantity of units available at the source location for the product and location combination.
Total Source Available Pack Units
The Total Source Available Pack Units is a calculated measure used to indicate the total quantity of pack units available at the source location. Total Destination Available (including Replenishment & Transfer Out) Units Total Available Units This measure is the same as the one in the default profile. Refer to the measure, Total Available Units, in the Default Profile Measures.
Total Available Duration (w)
The Total Available Duration (w) is the same as the one in the default profile. Refer to the measure, Total Available Duration (w), in the Default Profile Measures.
Item-Location Level (R & A) - Measures: Forecast Profile
The Forecast measure profile available in the Item-Location Level (R & A) view contains the following measures.
User Filter Product - Location
The User Filter Product - Location is the same as the one in the default profile. Refer to the measure User Filter Product-Location in the Default Profile Measures.
Forecast W+0 Units
The Forecast W+0 Units is a calculated measure used to display forecast units for the current system date week for the product and location combination. The system date is available in the Today view.
Forecast W+1 Units
The Forecast W+1 Units is a calculated measure used to display forecast units at system date week +1 week for the product and location combination. The system date is available in the Today view.
Forecast W+2 Units
The Forecast W+2 Units is a calculated measure to display forecast units at system date week +2 weeks for the product and location combination. The system date is available in the Today view.
Forecast W+3 Units
The Forecast W+3 Units is a calculated measure used to display forecast units at system date week +3 weeks for the product and location combination. The system date is available in the Today view.
Forecast W+0 to W+1 Units
The Forecast W+0 to W+1 Units is a calculated measure used to display the accumulated forecast from the current system date week until the system current week + 1 for the product and location combination. The system date is available in the Today view.
Forecast W+0 to W+2 Units
The Forecast W+0 to W+2 Units is a calculated measure used to display the accumulated forecast from the current system date week until the system current week + 2 for the product and location combination. The system date is available in the Today view.
Forecast W+0 to W+3 Units
The Forecast W+0 to W+3 Units is a calculated measure used to display the accumulated forecast from the current system date week until the system current week + 3 for the product and location combination. The system date is available in the Today view.
Forecast Over LT+RT Units
The Forecast Over LT+RT Units is the same as the one in the default profile. Refer to the measure, Forecast Over LT+RT Units, in the Default Profile Measures.
Final Forecast Product Location Week Units
The Final Forecast Product Location Week Units measure is not applicable.
Sell-Out Forecast (Week) Units
The Sell-Out Forecast (Week) Units is an editable measure that is used to enter the demand at the location (destination location) for the product and location combination. In this view, the measure is aggregated and when changed the value is spread proportionally across weeks within the workspace (you can check the spread value in the Item-Location-Week Level (InvPlan) view).
Sell-In Forecast (Week) Units
The Sell-In Forecast (Week) Units is an editable measure to enter the weekly demand at the source location for the product and location combination.
Total Demand (Week) Units
The Total Demand (Week) Units is a calculated measure used to indicate the total weekly demand for the product and location combination. In this view, the measure is aggregated and when changed the value is spread proportionally across weeks within the workspace (you can check the spread value in the Item- Location-Week Level (InvPlan) view).
Up To Sell_Out Forecast Units
The Up To Sell_Out Forecast Units is a calculated measure used to indicate the sell-out Forecast from the source location perspective for the product and location combination.
Item-Location Level (R & A) - Measures: Inventory Profile
The Inventory measure profile available in the Item-Location Level (R & A) view contains the following measures.
User Filter Product - Location
The User Filter Product - Location is the same as the one in the default profile. Refer to the measure User Filter Product-Location in the Default Profile Measures.
Total On Hand Units
The Total On Hand Units is the same as the one in the availability profile. Refer to the measure, Total On Hand Units, in the Availability Profile Measures.
Total Booked Units
The Total Booked Units is a calculated measure used to indicate the total inventory booked in units for the product and location combination.
In Transit over LT+RT Units
The In Transit over LT+RT Units is the same as the one in the availability profile. Refer to the measure, Availability Profile Measures.
Total In Transit Units
The Total In Transit Units is a calculated measure used to indicate the total inventory units in transit for the product and location combination.
Total In Transit
The Total In Transit is a calculated measure used to display comments for the in-transit inventory and for the phase-out item’s inventory, if any, for the product and location combination.
Total On Order (in) Units
The Total On Order (in) Units is a calculated measure used to indicate the total on-order inventory units for the product and location combination. The total on-order units include the on-order inventory loaded into IPOCS-Lifecycle Allocation and Replenishment plus the on-order inventory units for the replacement or phase-out product, if any.
On Order (in) over LT+RT Units
The On Order (in) over LT+RT Units is the same as the one in the availability profile. Refer to the measure, On Order (in) over LT+RT Units, in the Availability Profile Measures.
In Transit + On Order (in) Units
The In Transit + On Order (in) Units is a calculated measure used to indicate the accumulated on order and in-transit inventory units for the product and location combination.
Total On Order (out) Units
The Total On Order (out) Units is a calculated measure used to indicate the total on-order inventory units out from the source locations (for example, warehouse) for the product and location combination. The total on-order (out) units includes the on-order inventory loaded into IPOCS-Lifecycle Allocation and Replenishment plus the on-order (out) inventory units for the replacement/phase-out product, if any.
On Order (out) over LT+RT Units
The On Order (out) over LT+RT Units is the same as the one in the availability profile. Refer to the measure, On Order (out) over LT+RT Units, in the Availability Profile Measures.
Total Customer Order Units
The Total Customer Order Units is a calculated measure used to indicate the total customer order units for the product and location combination. The total customer orders include the customer orders loaded into IPOCS-Lifecycle Allocation and Replenishment plus the customer orders for the replacement or phase-out product, if any.
Location On Hand Units
The Location On Hand Units is a loaded measure used to indicate the on-hand inventory units for the product and location combination.
Location Booked Units
The Location Booked Units is a loaded measure used to indicate the booked or reserved inventory units for the product and location combination.
Location In Transit Units
The Location In Transit Units is a loaded measure used to indicate the in-transit inventory units for the product and location combination.
Location In Transit
The Location In Transit is a loaded measure used to indicate whether the product and location combination has in-transit inventory or not. When selected, there is in-transit inventory. When clear, there is no in-transit inventory.
Location On Order (in) Units
The Location On Order (in) Units is a loaded measure used to indicate the on-order inventory units (into the destination locations) for the product and location combination.
Location On Order (out) Units
The Location On Order (out) Units is a loaded measure used to indicate the on-order inventory units (out from source locations) for the product and location combination.
Customer Order Units
The Customer Order Units is a loaded measure used to indicate customer orders units for the product and location combination.
Phased Out On Hand Units
The Phased Out On Hand Units is a calculated measure used to indicate the product and location combination on-hand inventory units for the phased-out item, if any.
Phased Out Booked Units
The Phased Out Booked Units is a calculated measure used to indicate the product and location combination booked or reserved inventory units for the phased-out item, if any.
Phased Out In Transit Units
The Phased Out In Transit Units is a calculated measure used to indicate the product and location combination in-transit inventory units for the phased-out item, if any.
Phased Out In Transit
The Phased Out In Transit is a calculated measure used to indicate for product and location combination whether the phased-out item has in-transit inventory or not. When selected there is in-transit inventory. When clear, there is no in-transit inventory.
Phased Out On Order (in) Units
The Phased Out On Order (in) Units is a calculated measure used to indicate the product and location combination on-order inventory units (into the destination locations) for the phased-out item, if any.
Phased Out On Order (out) Units
Phased Out On Order (out) Units is a calculated measure used to indicate the product and location combination on-order inventory units (out from source locations) for the phased-out item, if any.
Phased Out Customer Order Units
The Phased Out Customer Order Units is a calculated measure used to indicate the product and location combination customer orders for the phased-out item, if any.
Pack Type
The Pack Type is a loaded measure used to indicate the product’s pack type. Either simple or complex.
Pack Description
The Pack Description is a loaded measure used to indicate the product’s pack description.
Pack - Item Associated Count
The Pack - Item Associated Count is a calculated measure used to indicate the total number of products (Item) in the pack.
Pack - Item Associated Units
The Pack - Item Associated Units is an editable measure to indicate the total number of units the product (Item) has in the pack.
Item-Location Level (R & A) - Measures: Parameters Profile
The Parameters measure profile available in the Item-Location Level (R & A) view contains the following measures.
User Filter Product - Location
The User Filter Product - Location is the same as the one in the default profile. Refer to the measure User Filter Product-Location in the Default Profile Measures.
Assortment Product-Location
The Assortment Product-Location is a loaded measure used to indicate whether the product and location combinations are assorted or not. For more details, refer to the same measure in the Product-Location view within the Manage Assortment workspace.
Assortment Product-Location Count
The Assortment Product-Location Count is a loaded measure used to indicate the total number of product and location combinations assorted. For more details, refer to the same measure in the Product-Location view within the Manage Assortment workspace.
Assortment Product-Location Active
The Assortment Product-Location Active is a loaded measure used to indicate whether the product and location combinations are assorted and still active or not. For more details check the same measure in the view Product- Location within the Manage Assortment workspace.
Assortment Product-Location Active Count
The Assortment Product-Location Active Count is a loaded measure used to indicate the total number of product and location combinations assorted and still active. For more details check the same measure in the view Product-Location within the Assortment Admin workspace.
Assortment Product-Location Start Date
The Assortment Product-Location Start Date is a loaded measure used to indicate the assortment start date for the assorted product and location combinations. For more details, refer to the same measure in the Product-Location view within the Manage Assortment workspace.
Assortment Product-Location End Date
The Assortment Product-Location End Date is a loaded measure used to indicate the assortment end date for the assorted product and location combinations. For more details, refer to the same measure in the Product-Location view within the Manage Assortment workspace.
Lifecycle Product-Location
The Lifecycle Product-Location is a loaded measure used to indicate whether the product and location combination has a valid lifecycle or not. For more details, refer to the same measure in the Product-Location view within the Manage Assortment workspace.
Lifecycle Product-Location Count
The Lifecycle Product-Location Count is a calculated measure used to indicate the number of locations where the product has a valid lifecycle. If this view is at the product and location level, then the count is not higher than one at the view’s lowest level.
Product Location Lifecycle
The Product Location Lifecycle is a loaded measure used to indicate whether the product and location combination has a valid lifecycle or not at the system date.
Lifecycle Active @ Today
The Lifecycle Active @ Today is a loaded measure used to indicate whether the product and location combination has a valid lifecycle or not at the system date.
Display Quantity Units
The Display Quantity Units is a loaded measure used to indicate the Display Quantity for the product and location combination used by IPOCS-Lifecycle Allocation and Replenishment for the RUTL calculation.
Fixed Target Stock 1 Units
The Fixed Target Stock 1 Units is a loaded measure used to indicate the initial allocation for the product and location combination. For more details, refer to the same measure in the Product-Location view within the Manage Assortment workspace.
Fixed Target Stock 2 Units
The Fixed Target Stock 2 Units is an editable measure used to indicate an initial allocation for the product and location combination. For more details, refer to the same measure in the Product-Location view within the Manage Assortment workspace.
Fixed Target Stock 3 Units
The Fixed Target Stock 3 Units is an editable measure used to indicate an initial allocation for the product and location combination. For more details, refer to the same measure in the Product-Location view within the Manage Assortment workspace.
Total Initial Forecast Units
The Total Initial Forecast Units is a loaded measure to display the total initial forecast for the product and location combination. For more details check the same measure in the Item-Location view within the Supply Chain Network workspace.
Conversion Unit of Measure 1
The Conversion Unit of Measure 1 is an editable measure used to indicate a value when converting units into a specific unit of measure based on the Constraint Unit of Measure 1 for scaling.
Conversion Unit of Measure 2
The Conversion Unit of Measure 2 is an editable measure used to indicate a value when converting units into a specific unit of measure based on the Constraint Unit of Measure 1 for scaling.
Conversion Unit of Measure 3
The Conversion Unit of Measure 3 is an editable measure used to indicate a value when converting units into a specific unit of measure based on the Constraint Unit of Measure 1 for scaling.
Average Cost €
The Average Cost € is an editable measure used to indicate the average cost for the product and location combination.
Price (excl.VAT) €
The Price (excl.VAT) € is an editable measure used to indicate the price excluding VAT for the product and location combination.
Product Location Bill of Distributions
The Product Location Bill of Distributions is a loaded measure used to indicate the Bill of Distributions applied to the product and location combination. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Primary Source @ Today
The Primary Source @ Today is a loaded measure used to indicate the applied primary source for the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Reserved Source 1 @ Today
The Reserved Source 1 @ Today is a calculated measure used to indicate the applied reserved source 1 for the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Reserved Source 2 @ Today
The Reserved Source 2 @ Today is a calculated measure used to indicate the applied reserved source 2 for the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Alternate Source @ Today
The Alternate Source @ Today is a calculated measure used to indicate the applied alternative source for the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Low Level Code @ Today
The Low Level Code @ Today is a calculated measure used to indicate the low-level code applied to the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Lead Time @ Today Duration (day)
vLead Time @ Today Duration (day) is a calculated measure used to indicate the applied lead time, in days, for the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Product Location Planning Calendar
The Product Location Planning Calendar is a loaded measure used to indicate the Planning Calendar applied to the product and location combination. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Review @ Today
The Review @ Today is a calculated measure used to indicate if Today (current system date) is a review day for the product and location combination. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Next Review @ Today Date
The Next Review @ Today Date is a calculated measure used to indicate the next review date for the product and location combination. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Next Review @ Today Duration (day)
The Next Review @ Today Duration (day) is a calculated measure used to indicate the number of days to the next review date for the product and location combination and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Average Review Time @ Today Duration (day)
The Average Review Time @ Today Duration (day) is a calculated measure used to indicate the average number of days between each review period (planning period) for the product and location combination. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
RUTL Mask
The RUTL Mask is the same as the one in the availability profile. Refer to the measure, RUTL Mask, in the Availability Profile Measures.
Product Location Replenishment
The Product Location Replenishment is a loaded measure used to indicate the replenishment parameter applied to the product and location combination. For more details about the measure, refer to the same measure description in the Item-Location view within the Replenishment Parameters workspace.
Minimum Credible Quantity @ Today Units
The Minimum Credible Quantity @ Today Units is a calculated measure used to indicate the Minimum Credible Quantity applied to the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Reorder Level Method @ Today
The Reorder Level (ROL) Method @ Today is a calculated measure used to indicate the ROL method applied to the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Minimum Quantity @ Today Units
The Minimum Quantity @ Today Units is a calculated measure used to indicate the ROL minimum quantity units applied to the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Minimum Target Stock @ Today Duration (day)
The Minimum Target Stock @ Today Duration (day) is a calculated measure used to indicate the ROL minimum time supply (in days) applied to the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Target Service Level @ Today %
The Target Service Level @ Today % is a calculated measure used to indicate the Target Service Level % applied to the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Volatility @ Today %
The Volatility @ Today % is a calculated measure used to indicate the Volatility % applied to the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Reorder Level Stock Safety Time @ Today Duration (day)
The Reorder Level (ROL) Stock Safety Time @ Today Duration (day) details the Reorder level safety time duration applicable today based on rules association and used in replenishment calculations where the RUTL method is not Target Stock. The ROL level is determined as lead time + review time + ROL Stock Safety Time @ Today Duration (day).
Reorder Up to Level Method @ Today
The Reorder Up to Level (RUTL) Method @ Today is a calculated measure used to indicate the RUTL method applied to the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Maximum Quantity @ Today Units
The Maximum Quantity @ Today Units is a calculated measure used to indicate the RUTL maximum quantity units applied to the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Maximum Target Stock @ Today Duration (day)
The Maximum Target Stock @ Today Duration (day) is a calculated measure used to indicate the RUTL maximum time supply (in days) applied to the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Target Days of Supply @ Today Duration (day)
The Target Days of Supply @ Today Duration (day) is a calculated measure used to indicate the Target Days of Supply (in days) applied to the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Target Stock Method @ Today
The Target Stock Method @ Today is a calculated measure used to indicate the target stock method applied to the product and location combination at the system date (when the RUTL method is target stock) and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Target Stock Seasonal Forecast @ Today %
The Target Stock Seasonal Forecast @ Today % is a calculated measure used to indicate the percentage of the Seasonal Forecast applied to the product and location combination at the system date (to be used when the RUTL method is target stock) and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Target Stock Stock Safety Time @ Today Duration (day)
The Target Stock Stock Safety Time @ Today Duration (day)is a calculated measure used to indicate the number of days for the stock safety applied to the product and location combination at the system date (to be used when the RUTL method is target stock) and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Order Rounding Threshold @ Today %
The Order Rounding Threshold @ Today % is a calculated measure used to indicate the percentage to round up the orders applied to the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Product Location Change
The Product Location Change is a loaded measure used to indicate the change parameter applied to the product and location combination. For more details about the measure, refer to the same measure description in the Item-Location view within the Replenishment Parameters workspace.
Replenishment Status @ Today
The Replenishment Status @ Today is a calculated measure used to indicate whether the product and location combination at the system date is replenishable or not and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Reorder Level Change @ Today %
The Reorder Level (ROL) Change @ Today % is a calculated measure used to indicate the percentage to increase or decrease the system-generated ROL value applied to the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Reorder Up to Level Change @ Today %
The Reorder Up to Level (RUTL) Change @ Today % is a calculated measure used to indicate the percentage to increase or decrease the system-generated RUTL value applied to the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Replenishment Destination Mask
The Replenishment Destination Mask is the same as the one in the availability profile. Refer to the measure, Replenishment Destination Mask, in the Availability Profile Measures.
Replenishment Source Mask
The Replenishment Source Mask is the same as the one in the availability profile. Refer to the measure, Replenishment Destination Mask, in the Availability Profile Measures.
Product Location Constraint
The Product Location Constraint is a loaded measure used to indicate the constraint parameter applied to the product and location combination. For more details about the measure, refer to the same measure description in the Item-Location view within the Replenishment Parameters workspace.
Available Constraint (Source) @ Today
The Available Constraint (Source) @ Today is a calculated measure used to indicate whether a constraint is enabled or disabled (at the source location) for the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Source Available (Source) @ Today
The Source Available (Source) @ Today is a calculated measure used to indicate which stock units to be used from the source locations are applied to the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Source Available (Source) @ Today Duration (day)
The Source Available (Source) @ Today Duration (day) is a calculated measure used to indicate the number of days to get the in-transit and on-order stock is applied to the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Replenishment Active (Destination) @ Today
The Replenishment Active (Destination) @ Today is a calculated measure used to indicate the product and location combination at the system date if the location has the replenishment active or not and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Fulfill Till Layer (Destination) @ Today
The Fulfill Till Layer (Destination) @ Today is a calculated measure used to indicate the layer applied to the product and location combination at the system date (layer until which IPOCS-Lifecycle Allocation and Replenishment should fulfill the demand) and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Ration Priority (Destination) @ Today
Ration Priority (Destination) @ Today is a calculated measure used to indicate the rationing priority applied to the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
SubLayer (Destination) @ Today
The SubLayer (Destination) @ Today is a calculated measure used to indicate the sublayers applied to the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Assign Pack (Destination) @ Today
The Assign Pack (Destination) @ Today is a calculated measure used to indicate the pack types’ assignment applied to the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Item-Location Level (R & A) - Measures: Plan Profile
The Plan measure profile available in the Item-Location Level (R & A) view contains the following measures.
Minimum Pack Fill Rate 1 (Dst) %
Minimum Pack Fill Rate 1 (Distribute) Percentage is an editable measure used to define the minimum pack fill rate percentage for first round of complex pack assignment.
Minimum Pack Fill Rate 2 (Dst) %
Minimum Pack Fill Rate 2 (Distribute) Percentage is an editable measure used to define the minimum pack fill rate percentage for second round of complex pack assignment.
Note:
The fill rate is defined as: Fill rate = sum of the need of all components of the pack / sum of
components of the pack
LAR sorts the pack configuration from the largest to smallest, then pick the best pack with fill rate greater than or equal to Min Pack Fill Rate 1. If it does not satisfy this condition then it looks for the next pack configuration and compare it to Min Pack Fill Rate 2. If there is no pack that has minimum pack fill rate of 1 and 2 then it switches to allocating by eaches.
The lower the percentage the higher the chance to allocate more than the need.
For instance, if the Minimum Pack Fill Rate is set to 100%, LAR will fit as many packs as possible without overallocating, and the remaining need is allocated with eaches. If the Minimum Pack Fill Rate is set to 0%, LAR will allocate only packs, very likely overallocating. It will allocate eaches only if the pack inventory is exhausted.
User Filter Product - Location
The User Filter Product - Location is the same as the one in the default profile. Refer to the measure User Filter Product-Location in the Default Profile Measures.
Reorder Up to Level Mask
The Reorder Up to Level (RUTL) Mask is the same as the one in the availability profile. Refer to the measure, RUTL Mask, in the Availability Profile Measures.
Replenishment Destination Mask
The Replenishment Destination Mask is the same as the one in the availability profile. Refer to the measure, Replenishment Destination Mask, in the Availability Profile Measures.
Replenishment Source Mask
The Replenishment Source Mask is the same as the one in the availability profile. Refer to the measure, Replenishment Destination Mask, in the Availability Profile Measures.
Pack Partition
The Pack Partition is the same as the one in the Plan profile for the view Item Level (R & A) but available at the product and location level. Refer to the measure, Pack Partition, in the view Item Level (R & A) Measures: Plan Profile in the Default Profile Measures.
Total Physical Available Units
The Total Physical Available Units is the same as the one in the availability profile. Refer to the measure, Total Physical Available Units, in the Availability Profile Measures.
Total Physical Available Duration (w)
The Total Physical Available Duration (w) is the same as the one in the availability profile. Refer to the measure, Total Physical Available Duration (w), in the Availability Profile Measures.
Total Destination Available Units
The Total Destination Available Units is the same as the one in the default profile. Refer to the measure, Total Destination Available Units, in the Default Profile Measures.
Total Destination Available Duration (w)
The Total Destination Available Duration (w) is a calculated measure used to indicate the number of weeks that the Total Destination Available Units can cover the demand for the product and location combination.
Total Source Available Units
The Total Source Available Units is a calculated measure used to indicate the total quantity of units available at the source location for the product and location combination. In this view, the value is the total for the product.
Total Source Available Pack Units
The Total Source Available Pack Units is a calculated measure used to indicate the total quantity of pack units available at the source location for the product and location combination. In this view, the value is the total for the product.
User Total Source Available Units
The User Total Source Available Units is an editable measure user can use to enter the total quantity of units available at the source location for the product. The value of this measure overrides the measure Total Source Available Unit.
Manual Push Units
The Manual Push Units is an editable measure used to enter the total quantity of units to be manually pushed from the source location to the destination locations for the product. The value is spread proportionally between all the product’s destination locations.
Reorder Level @ Today Units
The Reorder Level (ROL) @ Today Units is a calculated measure used to indicate the Reorder level (ROL) value in units for the product and location combination at the system date.
Reorder Up to Level @ Today Units
The Reorder Up to Level (RUTL) @ Today Units is the same as the one in the default profile. Refer to the measure, RUTL @ Today Units, in the Default Profile Measures.
User Reorder Up to Level Override Units
The User Reorder Up to Level (RUTL) Override Units is an editable measure used to enter the Reorder Up-to Level (RUTL) value in units for the product and location combination. The value of this measure overrides the measure RUTL @ Today Units.
User Reorder Up to Level Override End Date
The User Reorder Up to Level (RUTL) Override End Date is an editable measure used to enter the date when IPOCS-Lifecycle Allocation and Replenishment should stop using the user-defined RUTL units (measure User RUTL Override Units) and start using the system calculated RUTL units (measure RUTL @ Today Units).
Forecast Over LT+RT Units
The Forecast Over LT+RT Units is the same as the one in the forecast profile. Refer to the measure, Forecast Over LT+RT Units, in the Forecast Profile Measures.
Unconstrained Need Total Units
The Unconstrained Need Total Units is the same as the one in the default profile. Refer to the measure, Unconstrained Need Total Units, in the Default Profile Measures.
Minimum Unconstrained Need Pack Units
The Minimum Unconstrained Need Pack Units indicates the minimum unit of Packs needed regardless of Pack Fill Rate.
Maximum Unconstrained Need Pack Units
The Maximum Unconstrained Need Pack Units indicates the maximum unit of Packs needed regardless of Pack Fill Rate.
User Replenishment Fix Locked Units
The User Replenishment Fix Locked Units is an editable measure you can use to enter fixed replenishment units (order quantity) for the product and location combination. This measure overrides the product’s system-calculated replenishment units.
System Replenishment Plan In Units
The System Replenishment Plan In Units is the same as the one in the default profile. Refer to the measure, System Replenishment Plan In Units, in the Default Profile Measures.
System Replenishment Plan In Pack Units
The System Replenishment Plan In Pack Units is the same as the one in the default profile. Refer to the measure, System Replenishment Plan In Pack Units, in the Default Profile Measures.
Unconstrained Required Total Units
The Unconstrained Required Total Units is a calculated measure used to indicate the total unconstrained quantity, in units, needed for the source location (for example, warehouse) for the product.
System Replenishment Plan Out Units
The System Replenishment Plan Out Units is the same as the one in the availability profile. Refer to the measure, System Replenishment Plan Out Units, in the Availability Profile Measures.
System Replenishment Plan Out Pack Units
The System Replenishment Plan Out Pack Units is a calculated measure used to indicate the pack order quantity (either simple or complex packs) for the source location based on the source location needs. This value is calculated based on the replenishment rules and the source location demand.
Total Available Units
The Total Available Units is the same as the one in the default profile. Refer to the measure, Total Available Units, in the Default Profile Measures.
Total Available Duration (w)
The Total Available Duration (w) is the same as the one in the default profile. Refer to the measure, Total Available Duration (w), in the Default Profile Measures.
Total Regular Units
The Total Regular Units is the same as the one in the default profile. Refer to the measure, Total Regular Units, in the Default Profile Measures.
Total Deficit Units
The Total Deficit Units is the same as the one in the default profile. Refer to the measure, Total Deficit Units, in the Default Profile Measures.
Total Deficit %
The Total Deficit % is the same as the one in the default profile. Refer to the measure, Total Deficit %, in the Default Profile Measures.
Total Surplus Units
The Total Surplus Units is the same as the one in the default profile. Refer to the measure, Total Surplus Units, in the Default Profile Measures.
Total Surplus %
The Total Surplus % is the same as the one in the default profile. Refer to the measure, Total Surplus %, in the Default Profile Measures.
Total Fulfil. %
The Total Fulfil. % is the same as the one in the default profile. Refer to the measure, Total Fulfil. %, in the Default Profile Measures.
Replenishment To Be Approved
The Replenishment To Be Approved is the same as the one in the default profile. Refer to the measure, Replenishment To Be Approved, in the Default Profile Measures.
Approve Replenishment Plan
The Approve Replenishment Plan is an editable measure used to indicate whether the product and location order should be approved or not by the approval process. The Replenishment Approval action button approves all orders when this measure is selected.
Approve Replenishment Plan User ID
The Approve Replenishment Plan User ID is a calculated measure used to audit the Replenishment Approval action button. It is populated with the user-identifier that last ran the Replenishment Approval.
Approve Replenishment Plan Date
The Approve Replenishment Plan Date is a calculated measure to audit the Replenishment Approval action button. It is populated with the date and time that the replenishment approval was last run.
Approve Replenishment Plan In Units
The Approve Replenishment Plan In Units is the same as the one in the default profile. Refer to the measure, Approve Replenishment Plan In Units, in the Default Profile Measures.
Approve Replenishment Plan In Pack Units
The Approve Replenishment Plan In Pack Units is the same as the one in the availability profile. Refer to the measure, Approve Replenishment Plan In Pack Units, in the Availability Profile Measures.
Approve Replenishment Plan Out Units
The Approve Replenishment Plan Out Units is the same as the one in the availability profile. Refer to the measure, Approve Replenishment Plan Out Units, in the Availability Profile Measures.
Exported Replenishment Plan Date
The Exported Replenishment Plan Date is a calculated measure to audit the replenishment export for the product and location combination. It is populated with the date and time that the replenishment was exported by the batch, if exported by the last batch run. Otherwise, it is empty.
Exported Replenishment Plan In Units
The Exported Replenishment Plan In Units is the same as the one in the availability profile. Refer to the measure, Exported Replenishment Plan In Units, in the Availability Profile Measures.
Exported Replenishment Plan In (details)
The Exported Replenishment Plan In (details) is a calculated measure used to indicate the breakdown of exported plan in units per batch cycle.
Exported Replenishment Plan Out Units
The Exported Replenishment Plan Out Units is the same as the one in the availability profile. Refer to the measure, Exported Replenishment Plan Out Units, in the Availability Profile Measures.
Exported Replenishment Plan Out (details)
The Exported Replenishment Plan Out (details) is a calculated measure used to indicate the breakdown of exported plan out units per batch cycle.
Note:
When the view has a lower intersection than the displayed measure, then the measure displays "-" to inform you that the measure is not available at that level.
Item-Location Level (R & A) - Measures: Replacement Profile
The Replacement measure profile available in the Item-Location Level (R & A) view contains the following measures.
User Filter Product - Location
The User Filter Product - Location is the same as the one in the default profile. Refer to the measure User Filter Product-Location in the Default Profile Measures.
Phased Out Product
vPhs. Out Product is an editable measure used to select the phase-out product for the current product. You can select the product from a list populated with all available products within the workspace. It is not possible to have different values per location.
Phased Out Substitution Date
The Phased Out Substitution Date is an editable measure used to select the substitution date for the phased out product. It is not possible to have different values per location.
Total On Hand Units
The Total On Hand Units is the same as the one in the inventory profile. Refer to the measure, Total On Hand Units, in the Inventory Profile Measures.
Total Booked Units
The Total Booked Units is the same as the one in the inventory profile. Refer to the measure, Total Booked Units, in the Inventory Profile Measures.
Total In Transit Units
The Total In Transit Units is the same as the one in the inventory profile. Refer to the measure, Total In Transit Units, in the Inventory Profile Measures.
Total In Transit
The Total In Transit is the same as the one in the inventory profile. Refer to the measure, Total In Transit, in the Inventory Profile Measures.
Total On Order (in) Units
The Total On Order (in) Units is the same as the one in the inventory profile. Refer to the measure, Total On Order (in) Units, in the Inventory Profile Measures.
Total On Order (out) Units
The Total On Order (out) Units is the same as the one in the inventory profile. Refer to the measure, Total On Order (out) Units, in the Inventory Profile Measures.
Total Customer Order Units
The Total Customer Order Units is the same as the one in the inventory profile. Refer to the measure, Total Customer Order Units, in the Inventory Profile Measures.
Location On Hand Units
The Location On Hand Units is the same as the one in the inventory profile. Refer to the measure, Location On Hand Units, in the Inventory Profile Measures.
Location Booked Units
The Location Booked Units is the same as the one in the inventory profile. Refer to the measure, Location Booked Units, in the Inventory Profile Measures.
Location In Transit Units
The Location In Transit Units is the same as the one in the inventory profile. Refer to the measure, Location In Transit Units, in the Inventory Profile Measures.
Location In Transit
The Location In Transit is the same as the one in the inventory profile. Refer to the measure, Location In Transit, in the Inventory Profile Measures.
Location On Order (in) Units
The Location On Order (in) Units is the same as the one in the inventory profile. Refer to the measure, Location On Order (in) Units, in the Inventory Profile Measures.
Location On Order (out) Units
The Location On Order (out) Units is the same as the one in the inventory profile. Refer to the measure, Location On Order (out) Units, in the Inventory Profile Measures.
Customer Order Units
The Customer Order Units is the same as the one in the inventory profile. Refer to the measure, Customer Order Units, in the Inventory Profile Measures.
Phased Out On Hand Units
The Phased Out On Hand Units is the same as the one in the inventory profile. Refer to the measure, Phased Out On Hand Units, in the Inventory Profile Measures.
Phased Out Booked Units
The Phased Out Booked Units is the same as the one in the inventory profile. Refer to the measure, Phased Out Booked Units, in the Inventory Profile Measures.
Phased Out In Transit Units
The Phased Out In Transit Units is the same as the one in the inventory profile. Refer to the measure, Phased Out In Transit Units, in the Inventory Profile Measures.
Phased Out In Transit
The Phased Out In Transit is the same as the one in the inventory profile. Refer to the measure, Phased Out In Transit, in the Inventory Profile Measures.
Phased Out On Order (in) Units
The Phased Out On Order (in) Units is the same as the one in the inventory profile. Refer to the measure, Phased Out On Order (in) Units, in the Inventory Profile Measures.
Phased Out On Order (out) Units
The Phased Out On Order (out) Units is the same as the one in the inventory profile. Refer to the measure, Phased Out On Order (out) Units, in the Inventory Profile Measures.
Phased Out Customer Order Units
The Phased Out Customer Order Units is the same as the one in the inventory profile. Refer to the measure, Phased Out Customer Order Units, in the Inventory Profile Measures.
Note:
When the view has a lower intersection than the displayed measure, then the measure displays “-” to inform you that the measure is not available at that level.
Item-Location Level (R & A) - Measures: YTDYTG Profile
The Year-To-Date Year-To-Go (YTDYTG) measure profile available in the Item-Location Level (R & A) view contains the following measures.
User Filter Product - Location
The User Filter Product - Location is the same as the one in the default profile. Refer to the measure User Filter Product-Location in the Default Profile Measures.
Total Initial Forecast Units
The Total Initial Forecast Units is the same as the one in the parameters profile. Refer to the measure, Total Initial Forecast Units, in the Parameters Profile Measures.
Actual Location Sales Units
The Actual Location Sales Units is the same as the one in the actuals profile. Refer to the measure, Actual Location Sales Units, in the Actuals Profile Measures.
Sell-Out Forecast (Week) Units
The Sell-Out Forecast (Week) Units is the same as the one in the forecast profile. Refer to the measure, Sell-Out Forecast (Week) Units, in the Forecast Profile Measures.
Lifecycle Sales To-Date %
The Lifecycle Sales To-Date % is the same as the one in the default profile. Refer to the measure, Lifecycle Sales To-Date %, in the Default Profile Measures.
Lifecycle Sales To-Go %
The Lifecycle Sales To-Go % is the same as the one in the default profile. Refer to the measure, Lifecycle Sales To-Go %, in the Default Profile Measures.
Actual Location Recpt Units
The Actual Location Recpt Units is the same as the one in the actuals profile. Refer to the measure, Actual Location Recpt Units, in the Actuals Profile Measures.
Actual Location Shipmt Units
The Actual Location Shipmt Units is the same as the one in the actuals profile. Refer to the measure, Actual Location Shipmt Units, in the Actuals Profile Measures.
Lifecycle Receipt To-Date %
The Lifecycle Receipt To-Date % is a calculated measure used to indicate the percentage of actual receipts up to date against the total initial forecast for the product and location combination.
Figure 21-34 Calculation
Lifecycle Sell-Thru %
The Lifecycle Sell-Thru % is a calculated measure used to indicate the percentage of lifecycle product’s sell-through for the product and location combination.
Figure 21-35 Calculation
Item-Source Location Level (R & A) View
The Item-Source Location Level (R & A) View, under the By Product tab, allows you to review the replenishment and allocation calculated values at the product level from the source location perspective.
Figure 21-36 Item-Source Location Level (R & A) View
Item-Source Location Level (R & A) View - Default Profile Measures
The Default measure profile available in the Item-Source Location Level (R & A) view contains the following measures.
Product - Location Alerts
The Product - Location Alerts is a calculated measure used to display the Alert Short Description of all the alerts that got triggered for the product and location combination.
Source Available (Source) @ Today
The Source Available (Source) @ Today is a calculated measure used to indicate which stock units to be used from the source locations are applied to the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Source Available (Source) @ Today Duration (day)
The Source Available (Source) @ Today Duration (day) is a calculated measure used to indicate the number of days to get the in-transit and on-order stock is applied to the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Total On Hand Units
The Total On Hand Units is a calculated measure used to indicate the total on-hand inventory units for the product and location combination. The total on-hand units includes the on-hand inventory loaded into IPOCS-Lifecycle Allocation and Replenishment plus the on-hand inventory units for the replacement/phase-out product, if any.
In Transit + On Order (in) Units
The In Transit + On Order (in) Units is a calculated measure used to indicate the accumulated on-order and in-transit inventory units for the product and location combination.
Total Source Available Units
The Total Source Available Units is a calculated measure used to indicate the total quantity of units available at the source location for the product. (This considers the inventory buckets defined by the Source Available (Source) @ Today measure).
Total Source Available Pack Units
The Total Source Available Pack Units is a calculated measure used to indicate the total quantity of pack units available at the source location.
User Total Source Available Units
The User Total Source Available Units is an editable measure you can use to enter the total quantity of units available at the source location for the product. The value of this measure overrides the measure Total Source Available Unit
Manual Push Units
The Manual Push Units is an editable measure used to input the total quantity of units to be manually pushed from the source location to the destination locations for the product. The value is spread proportionally between all the product’s destination locations.
Unconstrained Required Total Units
The Unconstrained Required Total Units is a calculated measure used to indicate the total unconstrained quantity, in units, needed for the source location (for example, warehouse) for the product.
System Replenishment Plan Out Units
The System Replenishment Plan Out Units is a calculated measure used to indicate the order quantity for the source location based on the source location needs. This value is calculated based on the replenishment rules and the source location demand.
System Replenishment Plan Out Pack Units
The System Replenishment Plan Out Pack Units is a calculated measure used to indicate the pack order quantity (either simple or complex packs) for the source location based on the source location needs. This value is calculated based on the replenishment rules and the source location demand.
Approve Replenishment Plan Out Units
The Approve Replenishment Plan Out Units is a calculated measure used to indicate the source location approved replenishment units for the product and location combination.
Total Available Units
The Total Available Units is a calculated measure used to indicate the total quantity of units available for the product and location combination considering all inventory (booked, on-hand, transit and on-order) plus all orders (approved, planned and exported) plus all transfers (approved, planned and exported).
Total Available Duration (w)
The Total Available Duration (w) is a calculated measure used to indicate the number of weeks that the Total Available Units can cover the demand for the product and location combination.
Parent-Location Level (R & A) View
The Parent-Location Level (R & A) View, under the By Product tab, is similar to the view Item-Location Level (R & A) but allows you to review the Parent and location levels.
The navigation of this view is very conveniently driven by real-time alerts or workspace alerts. To leverage the real-time alert navigation in this workspace the desired alerts should be enabled as Real-Time Alerts (measure Enable Real-Time Alerts) in the To-Do List view.
Figure 21-37 Parent-Location Level (R & A) View
Parent-Location Level (R & A) View - Default Profile Measures
The Default measure profile available in this view contains the same measures as the Default measure profile in the Item-Location Level (R & A) view. The only difference is that in this view, the data is aggregated from Item to the Parent level. For more information regarding the measures in this profile, refer to the Measures: Default Profile under the Item-Location Level (R & A) view.
Parent-Location Level (R & A) - Measures: Actuals Profile
The Actuals measure profile available in this view contains the same measures as the Actuals measure profile in the Item-Location Level (R & A) view. The only difference is that In this view, the data is aggregated from Item to the Parent level. For more information regarding the measures in this profile refer to the Measures: Actuals Profile under the Item-Location Level (R & A) view.
Parent-Location Level (R & A) - Measures: Availability Profile
The Availability measure profile available in this view contains the same measures as the Availability measure profile in the Item-Location Level (R & A) view. The only difference is that In this view, the data is aggregated from Item to the Parent level. For more information regarding the measures in this profile refer to the Measures: Availability Profile under the Item-Location Level (R & A) view.
Parent-Location Level (R & A) - Measures: Forecast Profile
The Forecast measure profile available in this view contains the same measures as the Forecast measure profile in the Item-Location Level (R & A) view. The only difference is that In this view, the data is aggregated from Item to the Parent level. For more information regarding the measures in this profile refer to the Measures: Forecast Profile under the Item-Location Level (R & A) view.
Parent-Location Level (R & A) - Measures: Inventory Profile
The Inventory measure profile available in this view contains the same measures as the Inventory measure profile in the Item-Location Level (R & A) view. The only difference is that in this view the data is aggregated from Item to the Parent level. For more information regarding the measures in this profile refer to the Measures: Inventory Profile under the Item-Location Level (R & A) view.
Parent-Location Level (R & A) - Measures: Parameters Profile
The Parameters measure profile available in this view contains the all the measures as in the Parameters measure profile in the Item-Location Level (R & A) view plus some additional Parent measures. The only difference is that in this view the data is aggregated from Item to the Parent level. For more information regarding the measures in this profile refer to the Measures: Parameters Profile under the Item-Location Level (R & A) view.
Following are the additional measures in this profile.
Assortment Parent-Location
The Assortment Parent-Location is a loaded measure used to indicate whether the Parent and location combinations are assorted or not. For more details check the same measure in the view Parent-Location within the Manage Assortment workspace.
Assortment Parent-Location Count
The Assortment Parent-Location Count is a loaded measure used to indicate the total number of Parent and location combinations assorted.
Assortment Parent-Location Active
The Assortment Parent-Location Active is a loaded measure used to indicate whether the Parent and location combinations are assorted and still active or not. For more details check the same measure in the view Parent- Location within the Manage Assortment workspace.
Assortment Parent-Location Active Count
The Assortment Parent-Location Active Count is a loaded measure used to indicate the total number of Parent and location combinations assorted and still active.
Assortment Parent-Location Start Date
The Assortment Parent-Location Start Date is a loaded measure used to indicate the assortment start date for the assorted Parent and location combinations. For more details check the same measure in the view Parent-Location within the Manage Assortment workspace.
Assortment Parent-Location End Date
The Assortment Parent-Location End Date is a loaded measure used to indicate the assortment end date for the assorted Parent and location combinations. For more details check the same measure in the view Parent-Location within the Manage Assortment workspace.
Assortment Parent-Location From Start Duration (weeks)
The Assortment Parent-Location From Start Duration (weeks) is a calculated measure used to indicate the number of elapsed weeks since the assortment started date indicated in the measure Assortment Parent-Location Start Date. The number the weeks is calculated until IPOCS-Lifecycle Allocation and Replenishment today’s week.
Parent-Location Level (R & A) - Measures: Plan Profile
The Plan measure profile available in this view contains the same measures as the Plan measure profile in the Item-Location Level (R & A) view. The only difference is that in this view the data is aggregated from Item to the Parent level. For more information regarding the measures in this profile refer to the Measures: Plan Profile under the Item-Location Level (R & A) view.
Parent-Location Level (R & A) - Measures: Replacement Profile
The Replacement measure profile available in this view contains the same measures as the Replacement measure profile in the Item-Location Level (R & A) view. The only difference is that in this view the data is aggregated from Item to the Parent level. For more information regarding the measures in this profile refer to the Measures: Replacement Profile under the Item-Location Level (R & A) view.
Parent-Location Level (R & A) - Measures: YTDYTG Profile
The YTDYTG measure profile available in this view contains the same measures as the YTDYTG measure profile in the Item-Location Level (R & A) view. The only difference is that in this view the data is aggregated from Item to the Parent level. For more information regarding the measures in this profile refer to the Measures: YTDYTG Profile under the Item-Location Level (R & A) view.
Parent-Source Location Level (R & A) View
The Parent-Source Location Level (R & A) View, under the By Product tab, is similar to the view Item-Source Location Level (R & A) but allows you to perform the review at the Parent level rather than Item. For more details regarding the measures, refer to the Item-Source Location Level (R & A) view.
Figure 21-38 Parent-Source Location Level (R & A) View
Item-Location-Source Location-Purchase Order Level View
The Item-Location-Source Location-Purchase Order Level View shows how the Purchase Order units from the source location are consumed at the destination stores.
Figure 21-39 Item-Location-Source Location-Purchase Order Level View
Item-Location-Source Location-Purchase Order Level View - Measures
The Item-Location-Source Location-Purchase Order Level view contains the following measures.
System Total Purchase Order Plan Units
This measure displays the plan based on the Purchase Order units. This includes only on order units.
Export Proposed Allocation Units
This measure displays the exported plan. This includes both on hand as well as on order units.
Item-Location-Purchase Order-Day Level View
The Item-Location-Purchase Order-Day Level View shows the dates when the Purchase Order units arrive at the warehouse from the supplier.
Figure 21-40 Item-Location-Purchase Order-Day Level View
Item-Location-Purchase Order-Day Level View - Measure
The Item-Location-Source Location-Purchase Order Level view contains the following measure.
On Order (In) Purchase Order Units
This measure displays the timing when the Purchase Order units arrive at the warehouse from the supplier.
Location Level (R & A) View
The Location Level (R & A) View, under the By Location tab, is similar to the Item Level (R & A) view but the data is presented in a different layout. This view is driven by the location analysis rather than the Item analysis. For more details regarding the available profiles and the measures within each profile, refer to the Item Level (R & A) view.
Figure 21-41 Location Level (R & A) View
Location-Item Level (R & A) View
The Location-Item Level (R & A) View, under the By Location tab, is similar to the Item-Location Level (R & A) view but the data is presented in a different layout. This view is driven by the location analysis rather than the Item analysis. For more details regarding the available profiles and the measures within each profile, refer to the Item-Location Level (R & A) view.
Figure 21-42 Location-Item Level (R & A) View
Location-Parent Level (R & A) View
The Location-Parent Level (R & A) View, under the By Location tab, is similar to the Parent-Location Level (R & A) view but the data is presented in a different layout. This view is driven by the location analysis rather than the Parent analysis. For more details regarding the available profiles and the measures within each profile the Parent-Location Level (R & A) view.
Figure 21-43 Location-Parent Level (R & A) View
Source Location-Item Level (R & A) View
The Source Location-Item Level (R & A) View, under the By Location tab, is similar to the Item-Source Location Level (R & A) view but the data is presented in a different layout. This view is driven by the source location analysis rather than the Item analysis. For more details regarding the available profiles and the measures within each profile, refer to the Item-Source Location Level (R & A) view.
Figure 21-44 Source Location-Item Level (R & A) View
Source Location-Parent Level (R & A) View
The Source Location-Parent Level (R & A) View, under the By Location tab, is similar to the Parent-Source Location Level (R & A) view but the data is presented in a different layout. This view is driven by the source location analysis rather than the Parent analysis. For more details regarding the available profiles and the measures within each profile, refer to the Parent-Source Location Level (R & A) view.
Figure 21-45 Source Location-Parent Level (R & A) View
Display Space by Location (R & A) View
The Display Space by Location (R & A) View, under the Space tab, allows you to manage the display space parameters that is used by IPOCS-Lifecycle Allocation and Replenishment to alert you for replenishment plan situations where merchandise reached the maximum display count or the minimum display count is not reached at a location or locations. The parameters managed in this view are:
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Minimum Display Space: Refers to the minimum display stock. It is based only on active items.
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Maximum Display Space: Refers to the available space for display stock. It is based only on active items.
Figure 21-46 Display Space by Location (R & A) View
Display Space by Location (R & A) View - Default Profile Measures
The Default measure profile available in the Display Space by Location (R & A) view contains the following measures.
Display Space Count
The Display Space Count is a calculated measure used to indicate the total number of products, for the merchandise level (for example, Brand), that have available inventory units at the location.
Minimum Display Space Count
The Minimum Display Space Count is an editable measure used to enter the minimum amount of products, for the merchandise level, that should be in the display at the location. This value is then used by IPOCS-Lifecycle Allocation and Replenishment alerts to alert you if locations are not reaching their minimum display for certain merchandise.
Minimum Display Space %
The Minimum Display Space % is a calculated measure used to indicate the percentage of minimum display fulfilled using the minimum display count entered by you and the display count available at the location. If the percentage is lower than 100% then the minimum display has not been reached. If the percentage is greater than 100% then the location has more products than the minimum specified. The value of this measure is the result of the formula:
Figure 21-47 Calculation
Maximum Display Space Count
The Maximum Display Space Count is an editable measure used to enter the maximum amount of products, for the merchandise level, that can be in the display at the location. This value is then used by IPOCS-Lifecycle Allocation and Replenishment alerts to alert you if locations are exceeding their maximum display for certain merchandise.
Maximum Display Space %
The Maximum Display Space % is a calculated measure used to indicate the percentage of maximum display fulfilled using the maximum display count entered by you and the display count available at the location. If the percentage is lower than 100% then the maximum display has not been reached. If the percentage is greater than 100% then the location is exceeding the maximum number of products specified. The value of this measure is the result of the formula:
Figure 21-48 Calculation
Display Space by Item (R & A) View
The Display Space by Item (R & A) View, under the Space tab, is similar to the Display Space by Location (R & A) view but the data is presented in a different layout. This view is driven by the Item analysis rather than the Location analysis. For more details regarding the available profile and the measures within the profile, refer to the Display Space by Location (R & A) view.
Figure 21-49 Display Space by Item (R & A) View
Stockroom Space by Location (R & A) View
The Stockroom Space by Location (R & A) View, under the Space tab, allows you to manage the stockroom space parameters that is used by IPOCS-Lifecycle Allocation and Replenishment to alert you for replenishment plan situations where merchandise reached the maximum stockroom available at a location or locations. The parameter managed in this view is:
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Maximum Stockroom Space: The available space to keep the stock. It is based on total inventory.
Figure 21-50 Stockroom Space by Location (R & A) View
Stockroom Space by Location (R & A) View - Default Profile Measures
The Default measure profile available in the Stockroom Space by Location (R & A) view contains the following measures.
Total Available Units
The Total Available Units is a calculated measure used to indicate the total available inventory units, for the merchandise level (for example, Brand), at the location. The total available inventory for the merchandise level is the sum of all products available inventory units belonging to that merchandise level. The total available inventory includes on-hand, in-transit and on-order inventory.
Maximum Stockroom Space
The Maximum Stockroom Space is an editable measure used to enter the maximum inventory units, for the merchandise level, that can be stocked at the location. This value is then used by IPOCS-Lifecycle Allocation and Replenishment alerts to alert you if locations are reaching/exceeding their maximum stock capacity for certain merchandise.
Maximum Stockroom Space Unit of Measure
The Maximum Stockroom Space Unit of Measure is an editable measure used to enter the unit of measure (UOM) for the max stockroom space entered in the measure Maximum Stockroom Space. By default the unit of measure Units is used by IPOCS-Lifecycle Allocation and Replenishment.
Maximum Stockroom Space %
The Maximum Stockroom Space % is a calculated measure used to indicate the percentage of stock room fulfilled using the maximum stockroom entered by you and the available inventory at the location. If the percentage is lower than 100% then the maximum stockroom has not been reached. If the percentage is greater than 100% then the location is exceeding the maximum stockroom capacity. The value of this measure is the result of the formula:
Figure 21-51 Calculation
Stockroom Space by Item (R & A) View
The Stockroom Space by Item (R & A) View, under the Space tab, is similar to the Stockroom Space by Location (R & A) view but the data is presented in a different layout. This view is driven by the Item analysis rather than the Location analysis. For more details regarding the available profile and the measures within the profile, refer to the Stockroom Space by Location (R & A) view.
Figure 21-52 Stockroom Space by Item (R & A) View
Open-to-Buy (R & A) View
The Open-to-Buy (R & A) View, under the Open-to-Buy tab, allows you to review the open to buy values and take the necessary action to amend the system suggested replenishment, if needed. IPOCS-Lifecycle Allocation and Replenishment has the following open-to-buy concepts:
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Open-to-Buy Residual (OTB Residual) is the remaining under-budget OTB available based on the replenishment plan value and the OTB Value
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Open-to-Buy Exceed (OTB Exceed) would be the out-of-budget OTB based on the replenishment plan value and the OTB Value.
Figure 21-53 Open-to-Buy Concept
Figure 21-54 Open-to-Buy (R & A) View
Open-to-Buy (R & A) View - Default Profile Measures
The Default measure profile available in the Open-to-Buy (R & A) view contains the following measures.
Open-to-Buy Value
The Open-to-Buy Value is a loaded measure, from an external system, used to indicate the open-to-buy budget value for the merchandise and location combination.
Replenishment Plan In Value
The Replenishment Plan In Value is a calculated measure used to indicate suggested replenishment plan in value based on the system recommended replenishment units and the loaded open-to-buy price for the merchandise and location combination. The value of this measure is the result of the formula:
Figure 21-55 Calculation
Open-to-Buy Residual Value
The OTB Residual Value is a calculated measure used to indicate the open-to-buy value remaining from the OTB Value assuming the suggested replenishment plan (Replenishment Plan in Value). If the suggested replenishment plan exceeds the available open-to-buy value then this measure is empty. The value of this measure is the result of the formula:
Figure 21-56 Calculation
Open-to-Buy Residual %
The Open-to-Buy Residual % is a calculated measure used to indicate in percentage how much of the open-to-buy values is remaining. If the suggested replenishment plan exceeds the available open-to-buy value then this measure is empty. The value of this measure is the result of the formula:
Figure 21-57 Calculation
Open-to-Buy Exceed Value
The OTB Exceed Value is a calculated measure used to indicate the value that is exceeded from the open-to-buy value (OTB Value) assuming the suggested replenishment plan (Replenishment Plan in Value). If the suggested replenishment plan does not exceed the available open-to-buy value then this measure is empty. The value of this measure is the result of the formula:
Figure 21-58 Calculation
Open-to-Buy Exceed %
The OTB Exceed % is a calculated measure used to indicate in percentage how much of the open-to-buy value is exceeded in comparison to the open-to-buy value (OTB Value). If the suggested replenishment plan does not exceed the available open-to-buy value, then this measure is empty. The value of this measure is the result of the formula:
Figure 21-59 Calculation
Inventory Plan Step
In this step, you can review weekly inventory plans calculated by IPOCS-Lifecycle Allocation and Replenishment and approve them. The calculated weekly inventory plans are based on the frozen inbound units, weekly demand, and the Inventory Plan Parameters. This step contains these views:
Horizon (InvPlan) View
The Horizon (InvPlan) View, under the Inventory Plan tab, allows you to manage the time horizon that the inventory plan calculation should consider. For example, if the plan horizon is 10 then IPOCS-Lifecycle Allocation and Replenishment calculates the Inventory Plan for the next 10 weeks (from today) only.
Figure 21-60 Horizon (InvPlan) View
Horizon (InvPlan) View - Default Profile Measures
The Default measure profile available in the Horizon (InvPlan) view contains the following measures.
Today Date
The Today Date is a loaded read-only measure used to display the system date that is calculated by IPOCS-Lifecycle Allocation and Replenishment batch.
Inventory Plan Horizon (w)
The Inventory Plan Horizon (w) is an editable measure used to enter the number of weeks, in the future, that should have inventory plan calculated.
Clear Sell-In
The Clear Sell-In is an editable measure used to define whether the inventory calculation should clear the sell- in forecast or not before starting the inventory plan calculations.
Approve Plan (Week) Count
The Approve Plan (Week) Count is a calculated measure used to indicate the total number of assorted product and location combinations with approved orders for the current week.
To Be Approved Plan (Week) Count
The To Be Approved Plan (Week) Count is a calculated measure used to indicate the total number of assorted product and location combinations that need the orders to be approved manually for the current week.
Item-Location Level (InvPlan) View
The Item-Location Level (InvPlan) View, under the Inventory Plan tab, allows you to review and adjust the calculated inventory plan at the product and location levels.
Figure 21-61 Item-Location Level (InvPlan) View
Item-Location Level (InvPlan) View - Default Profile Measures
The Default measure profile available in the Item-Location Level (InvPlan) view contains the following measures.
User Filter Product-Location
The User Filter Product-Location is an editable measure used to apply a filter to the views within the Review & Approve workspace by the selected product and location combinations. When a product and location combination is selected, and after the workspace calculation (either Calculate or F9) is run, the views in the Review & Approve workspace is filtered based on the selected product and locations combinations.
Reviewed Product - Location
The Reviewed Product - Location is an editable measure used to indicate that the product and location combination alerts have been reviewed.
Product - Location Alerts
The Product - Location Alerts is a calculated measure used to display the Alert Short Description of all the alerts that got triggered for the product and location combination.
Total Customer Order Units
The Total Customer Order Units is the same as the one in the inventory profile under the Item-Location Level (R & A) view. Refer to the measure, Total Customer Order Units, in the Measures: Inventory Profile under the Item-Location Level (R & A) view in the Default Profile Measures.
Total On Order (out) Units
The Total On Order (out) Units is the same as the one in the inventory profile under the Item-Location Level (R & A) view. Refer to the measure, Total On Order (out) Units, in the Measures: Inventory Profile under the Item-Location Level (R & A) view in the Default Profile Measures.
Total Demand (Week) Units
The Total Demand (Week) Units is the same as the one in the default profile under the Item-Location-Week Level (InvPlan) view. Refer to the measure, Total Demand (Week) Units, in the Default Profile Measures under the Item-Location-Week Level (InvPlan) view in the Default Profile Measures.
External Order Out Units
The External Order Out Units is an editable measure used to enter the weekly order data coming outside of IPOCS-Lifecycle Allocation and Replenishment. In this view, the measure is aggregated and when changed the value is spread proportionally across the weeks within the workspace (you can check the spread value in the Item-Location-Week Level(InvPlan) view).
Sell-In Forecast (Week) Units
The Sell-In Forecast (Week) Units is the same as the one in the default profile under the Item-Location-Week Level (InvPlan) view. Refer to the measure, Sell-In Forecast (Week) Units, in the Default Profile Measures under the Item-Location-Week Level (InvPlan) view in the Default Profile Measures.
Sell-Out Forecast (Week) Units
The Sell-Out Forecast (Week) Units is the same as the one in the default profile under the Item-Location-Week Level (InvPlan) view. Refer to the measure, Sell-Out Forecast (Week) Units, in the Default Profile Measures under the Item-Location-Week Level (InvPlan) view in the Default Profile Measures.
Initial Available Units
The Initial Available Units is a calculated measure used to indicate the initial quantity of units available for the product and location combination considering on-hand and booked inventory plus in and out transfers (approved and exported).
Total On Hand Units
The Total On Hand Units is the same as the one in the availability profile under the Item-Location Level (R & A) view. Refer to the measure, Total On Hand Units, in the Measures: Availability Profile under the Item-Location Level (R & A) view in the Default Profile Measures.
Total Booked Units
The Total Booked Units is the same as the one in the inventory profile under the Item-Location Level (R & A) view. Refer to the measure, Total Booked Units, in the Measures: Inventory Profile under the S KU- Location Level (R & A) view in the Default Profile Measures.
Exported Replenishment Plan In Units
The Exported Replenishment Plan In Units is the same as the one in the availability profile under the Item-Location Level (R & A) view. Refer to the measure, Exported Replenishment Plan In Units, in the Measures: Availability Profile under the Item-Location Level (R & A) view in the Default Profile Measures.
Exported Replenishment Plan Out Units
The Exported Replenishment Plan Out Units is the same as the one in the availability profile under the Item-Location Level (R & A) view. Refer to the measure, Exported Replenishment Plan Out Units, in the Measures: Availability Profile under the Item-Location Level (R & A) view in the Default Profile Measures.
Approve Replenishment Plan In Units
The Approve Replenishment Plan In Units is the same as the one in the default profile under the Item-Location Level (R & A) view. Refer to the measure, Approve Replenishment Plan In Units under the Item-Location Level (R & A) view, in the Default Profile Measures.
Approve Replenishment Plan Out Units
The Approve Replenishment Plan Out Units is the same as the one in the availability profile under the Item-Location Level (R & A) view. Refer to the measure, Approve Replenishment Plan Out Units, in the Measures: Availability Profile under the Item-Location Level (R & A) view in the Default Profile Measures.
Approve Transfer In Units
The Approve Transfer In Units is the same as the one in the availability profile under the Item-Location Level (R & A) view. Refer to the measure, Approve Transfer In Units, in the Measures: Availability Profile under the Item-Location Level (R & A) view in the Default Profile Measures.
Approve Transfer Out Units
The Approve Transfer Out Units is the same as the one in the availability profile under the Item-Location Level (R & A) view. Refer to the measure, Approve Transfer Out Units, in the Measures: Availability Profile under the Item-Location Level (R & A) view in the Default Profile Measures.
Frozen Inbound Units
The Frozen Inbound Units is the total committed inbound inventory given to a destination location. In this view, the measure is aggregated (you can check the weekly value in the Item-Location-Week Level (InvPlan) View).
Total In Transit Units
The Total In Transit Units is the same as the one in the inventory profile under the Item-Location Level (R & A) view. Refer to the measure, Total In Transit Units, in the Measures: Inventory Profile under the Item-Location Level (R & A) view in the Default Profile Measures.
Total On Order (in) Units
The Total On Order (in) Units is the same as the one in the inventory profile under the Item-Location Level (R & A) view. Refer to the measure, Total On Order (in) Units, in the Measures: Inventory Profile under the Item-Location Level (R & A) view in the Default Profile Measures.
User Locked Plan (Week) Units
The User Locked Plan (Week) Units is an editable measure used to adjust the plan by entering a new value. In this view, the measure is aggregated and when changed the value is spread proportionally across the weeks within the workspace (you can check the spread value in the Item-Location-Week Level (InvPlan) view).
System Plan (Week) Units
The System Plan (Week) Units is a calculated measure used to indicate the proposed quantity that the system has calculated to fulfil the Sell-Out forecast while maintaining the inventory at the Sys Minimum Level at EOP (week). In this view, the measure is aggregated (you can check the weekly value in the Item-Location-Week Level (InvPlan) view).
Shortage (Week) Units
The Shortage (Week) Units is a calculated measure used to indicate the shortage in units to fulfil the demand. In this view, the measure is aggregated (you can check the weekly value in the Item-Location-Week Level (InvPlan) view).
Primary Source @ Today
The Primary Source @ Today is a loaded measure used to indicate the applied primary source for the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Lead Time @ Today Duration (day)
The Lead Time @ Today Duration (day) is a calculated measure used to indicate the applied lead time, in days, for the product and location combination at the system date. The lead time is calculated from the current Bill of Distributions assigned to the product and location combination.
Low Level Code @ Today
The Low Level Code @ Today is a calculated measure used to indicate the low-level code applied to the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Order Rounding Threshold @ Today %
The Order Rounding Threshold @ Today % is a calculated measure used to indicate the percentage to round up the orders applied to the product and location combination at the system date and can be overridden. For more details about the measure, refer to the same measure description in the Item-Location view within the Replenishment Parameters workspace.
Minimum Method @ Today
The Minimum Method @ Today is a calculated measure used to indicate the inventory planning method, to calculate the System Minimum value, applied to the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Replenishment Parameters workspace.
Minimum Method Change
The Minimum Method Change is an editable measure to override the assigned inventory plan method to calculate the System Minimum value (you can review or manage the weekly value in the Item-Location- Week Level (InvPlan) View). For more details about the possible values check the measure Minimum Method in the Item-Location view within the Replenishment Parameters workspace.
Minimum Fixed @ Today
The Minimum Fixed @ Today is a calculated measure used to indicate how the Fixed inventory planning method calculates the System Minimum value for the product and location combination at the system date. For more details about the measure, refer to the same measure description in the view Item- Location within the Replenishment Parameters workspace.
Minimum Fixed @ Today Units
The Minimum Fixed @ Today Units is a calculated measure used to indicate the minimum fixed quantity applied to the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Replenishment Parameters workspace.
Reorder Level @ Today Units
The Reorder Level (ROL) @ Today Units is the same as the one in the plan profile under the Item-Location Level (R & A) view. Refer to the measure, ROL @ Today Units, in the Measures: Plan Profile under the Item-Location Level (R & A) view in the Default Profile Measures.
Reorder Up to Level @ Today Units
The Reorder Up to Level (RUTL) @ Today Units is the same as the one in the default profile under the Item-Location Level (R & A) view. Refer to the measure, RUTL @ Today Units, in the Default Profile Measures under the Item- Location Level (R & A) view in the Default Profile Measures.
Minimum Fixed Change Units
The Minimum Fixed Change Units is an editable measure used to override the minimum quantity used when the Fixed method is applied. This value is used in the calculation instead of the Minimum Fixed @ Today Units, the RUTL @ Today Units or the ROL @ Today Units if the method to calculate the System Minimum value is Fixed. You can review or manage the weekly value in the Item-Location-Week Level (InvPlan) view.
Minimum Forward Cover @ Today Duration (day)
The Minimum Forward Cover @ Today Duration (day) is a calculated measure used to indicate the minimum number of days of cover applied to the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Replenishment Parameters workspace.
Minimum Forward Cover Change Duration (day)
The Minimum Forward Cover Change Duration (day) is an editable measure used to override the minimum number of days of cover (Minimum Forward Cover @ Today Duration (day)) applied to the product and location combination at the system date.
Maximum Method @ Today
The Maximum Method @ Today is a calculated measure used to indicate the inventory planning method, to calculate the System Maximum value, applied to the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Replenishment Parameters workspace.
Maximum Method Change
The Maximum Method Change is an editable measure to override the assigned inventory plan method to calculate the System Maximum value. For more details about the possible values check the measure the Maximum Method in the Item-Location view within the Replenishment Parameters workspace.
Maximum Forward Cover @ Today Duration (day)
The Maximum Forward Cover @ Today Duration (day) is a calculated measure used to indicate the maximum number of days of cover applied to the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Replenishment Parameters workspace.
Maximum Fixed @ Today Units
The Maximum Fixed @ Today Units is a calculated measure used to indicate the maximum fixed quantity applied to the product and location combination at the system date. For more details about the measure, refer to the same measure description in the Item-Location view within the Replenishment Parameters workspace.
Maximum Fixed Change Units
The Maximum Fixed Change Units is an editable measure used to override the maximum quantity to be used when the Fixed method is applied. This value is used in the calculation instead of the Maximum Fixed @ Today Units if the method to calculate the System Maximum value is Fixed.
Maximum Forward Cover Change Duration (day)
The Maximum Forward Cover Change Duration (day) is an editable measure to override the maximum number of days of cover (Maximum Forward Cover @ Today Duration (day)) applied to the product and location combination at the system date.
Item-Location Level (InvPlan) - Measures: InOutBound Profile
The InOutBound measure profile available in this view contains a subset of the measures in the Default measure profile. For more information regarding the description of the measure, review the Default Profile Measures in this view. This profile contains the following measure that is not in the Default profile.
Inventory Product Location Mask
The Inventory Product Location Mask is a calculated measure used to indicate whether the product and location combination is eligible for the inventory plan. When selected, it is eligible. When clear, it is ineligible.
Item-Location Level (InvPlan) - Measures: Parameters Profile
The Parameters measure profile available in this view contains a subset of the measures in the Default measure profile. For more information regarding the measures description check the Default Profile Measures in this view. This profile contains the following measures that are not in the Default profile.
Inventory Product Location Mask
The Inventory Product Location Mask is a calculated measure used to indicate whether the product and location combination is eligible for the inventory plan. When selected, it is eligible. When clear, it is ineligible.
Product Location Bill of Distributions
The Product Location Bill of Distributions is a loaded measure used to indicate the Bill of Distributions applied to the product and location combination. For more details about the measure, refer to the same measure description in the Item-Location view within the Supply Chain Network workspace.
Product Location Inventory Planning
The Product Location Inventory Planning is a loaded measure used to indicate the inventory planning parameter applied to the product and location combination. For more details about the measure, refer to the same measure description in the Item-Location view within the Replenishment Parameters workspace.
Item-Location-DAY Level (InvPlan) View
The Item-Location-DAY Level (InvPlan) View, under the Inventory Plan tab, allows you to review approved and the exported inventory plan at the product and location levels by date (day).
Figure 21-62 Item-Location-DAY Level (InvPlan) View
Item-Location-DAY Level (InvPlan) View - Default Profile Measures
The Default measure profile available in the Item-Location-DAY Level (InvPlan) view contains the following measures.
Total In Transit Units
The Total In Transit Units is the same as the one in the default profile under the Item-Location-Week Level (InvPlan) view. Refer to the measure, Total In Transit Units, in the Default Profile Measures under the Item-Location-Week Level (InvPlan) view in the Default Profile Measures.
Total On Order (in) Units
The Total On Order (in) Units is the same as the one in the default profile under the Item-Location-Week Level (InvPlan) view. Refer to the measure, Total On Order (in) Units, in the Default Profile Measures under the Item-Location-Week Level (InvPlan) view in the Default Profile Measures.
Total Customer Order Units
The Total Customer Order Units is the same as the one in the default profile under the Item-Location-Week Level (InvPlan) view. Refer to the measure, Total Customer Order Units, in the Default Profile Measures under the Item-Location-Week Level (InvPlan) view in the Default Profile Measures.
Total On Order (out) Units
The Total On Order (out) Units is the same as the one in the default profile under the Item-Location-Week Level (InvPlan) view. Refer to the measure, Total On Order (out) Units, in the Default Profile Measures under the Item-Location-Week Level (InvPlan) view in the Default Profile Measures.
Approve Replenishment Plan Out (day) Units
The Approve Replenishment Plan Out (day) Units is the same as the one in the default profile under the Item-Location-Week Level (InvPlan) view. Refer to the measure, Approve Replenishment Plan Out (day) Units, in the Default Profile Measures under the Item-Location-Week Level (InvPlan) view in the Default Profile Measures.
Exported Replenishment Plan Out (day) Units
The Exported Replenishment Plan Out (day) Units is the same as the one in the default profile under the Item-Location-Week Level (InvPlan) view. Refer to the measure, Exported Replenishment Plan Out (day) Units, in the Default Profile Measures under the Item-Location-Week Level (InvPlan) view in the Default Profile Measures.
Approve Replenishment Plan In (day) Units
The Approve Replenishment Plan In (day) Units is the same as the one in the default profile under the Item-Location-Week Level (InvPlan) view. Refer to the measure, Approve Replenishment Plan In (day) Units, in the Default Profile Measures under the Item-Location-Week Level (InvPlan) view in the Default Profile Measures.
Exported Replenishment Plan In (day) Units
The Exported Replenishment Plan In (day) Units is the same as the one in the default profile under the Item-Location-Week Level (InvPlan) view. Refer to the measure, Exported Replenishment Plan In (day) Units, in the Default Profile Measures under the Item-Location-Week Level (InvPlan) view in the Default Profile Measures.
Item-Location-Week Level (InvPlan) View
The Item-Location-Week Level (InvPlan) View, under the Inventory Plan tab, allows you to review, adjust and approve the calculated inventory plan at the product and location levels by week. You can for example review week-by-week orders that are coming into the warehouses and then sent from warehouses to stores.
Figure 21-63 Item-Location-Week Level (InvPlan) View
Item-Location-Week Level (InvPlan) View - Default Profile Measures
The Default measure profile available in the Item-Location-Week Level (InvPlan) view contains the following measures.
Total Customer Order Units
The Total Customer Order Units is a calculated measure used to indicate the total customer order units for the product and location combination. The total customer orders include the customer orders loaded into IPOCS-Lifecycle Allocation and Replenishment plus the customer orders for the replacement/phase-out product, if any.
Total On Order (out) Units
The Total On Order (out) Units is a calculated measure used to indicate the total on-order inventory units out from the source locations (for example, warehouse). The total on-order (out) units includes the on-order inventory loaded into IPOCS-Lifecycle Allocation and Replenishment plus the on-order (out) inventory units for the replacement/phase-out product, if any.
Total Demand (Week) Units
The TotalDemand (Week) Units is a calculated measure used to indicate the total weekly demand for the product and location combination.
External Order Out Units
The External Order Out Units is an editable measure used to enter the weekly order data coming outside of IPOCS-Lifecycle Allocation and Replenishment.
Approve Replenishment Plan Out (day) Units
The Approve Replenishment Plan Out (day) Units is a calculated measure used to indicate the source location (for example, warehouse) approved replenishment units for the product and location combination, per day.
Exported Replenishment Plan Out (day) Units
The Exported Replenishment Plan Out (day) Units is a calculated measure used to indicate the source location (for example, warehouse) replenishment planned units, per day, to be exported from the batch for the product and location combination.
Sell-In Forecast (Week) Units
This is an editable measure used to enter the weekly demand at the source location for the product and location combination.
Sell-Out Forecast (Week) Units
The Sell-In Forecast (Week) Units is a calculated measure used to indicate the weekly demand at the source location for the product coming from the location’s demand (destination location).
Frozen Inbound Units
The Frozen Inbound Units is the total committed inbound inventory to a given destination location.
Total In Transit Units
The Total In Transit Units is a calculated measure used to display your comment for the in-transit inventory and your comment for the phase-out item’s inventory, if any.
Total On Order (in) Units
The Total On Order (in) Units is a calculated measure used to indicate the total on-order inventory units. The total on-order units include the on-order inventory loaded into IPOCS-Lifecycle Allocation and Replenishment plus the on-order inventory units for the replacement/phase-out product, if any.
Approve Replenishment Plan In (day) Units
The Approve Replenishment Plan In (day) Units is a calculated measure used to indicate the approved replenishment units for the product and location combination, per day.
Exported Replenishment Plan In (day) Units
The Exported Replenishment Plan In (day) Units is a calculated measure used to indicate the replenishment planned units, per day, to be exported from the batch for the product and location combination.
BOP (Week) Units
The BOP (Week) Units is a calculated measure used to indicate the beginning of period inventory units. In this view you can review the available inventory units at the beginning of each week.
Review Cal. (Week) @ Today
The Review Cal. (Week) @ Today is a loaded measure used to indicate whether the week is a review week or not. You can override the loaded value. For more details about the measure, refer to the same measure description in the Item-Location view-Week within the Supply Chain Network workspace.
Rcpt Cal. (Week) @ Today
The Rcpt Cal. (Week) @ Today is a loaded measure used to indicate whether the week is a receipt week or not. You can override the loaded value. For more details about the measure, refer to the same measure description in the Item-Location view-Week within the Supply Chain Network workspace.
User Locked Plan (Week) Units
The User Locked Plan (Week) Units is an editable measure used to adjust the weekly inventory plan by entering a new value for the weeks that need to be adjusted.
System Plan (Week) Units
The System Plan (Week) Units is a calculated measure used to indicate the proposed quantity that the system has calculated, week by week, to fulfill the Sell-Out forecast while maintaining the inventory at the Sys Minimum Level at EOP (week).
System Action
The System Action is a calculated measure used to indicate the action that is triggered by the system for the inventory plan calculation. Valid values are:
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FZR
Frozen—the system does not consider the week for proposal or any action, as it considers the item has not started yet.
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To Be Approved
To Be Approved—the system is suggesting a proposal for replenishment that needs to be approved by you.
To Be Approved Plan (Week)
The To Be Approved Plan (Week) is a calculated measure used to indicate that the plan suggested by the system needs to be approved for the product, location, and week combination.
Approve Plan (Week)
The Approve Plan (Week) is a calculated measure used to indicate if the plan is approved for the product, location, and week combination.
Approve Plan (Week) Units
The Approve Plan (Week) Units is a calculated measure used to indicate the order in units that is approved for the product, location, and week combination.
Approve Plan (Week) User ID
The Approve Plan (Week) User ID is a calculated measure used to audit the Plan Approval action button. It is populated with the user-identifier that last ran the Inventory Plan Approval action.
Approve Plan (Week) Date
Approve Plan (Week) Date is a calculated measure used to audit the Plan Approval action button. It is populated with the user-identifier that last ran the Inventory Plan Approval action.
Exported Plan (Week) Units
The Exported Plan (Week) Units indicate the Exported Replenishment Orders from the Inventory Plan.
Exported Plan (Week) Date
The Exported Plan (Week) Date indicates the date when the corresponding replenishment orders from the Inventory Plan were exported (following batch run).
EOP (Week) Units
The EOP (Week) Units is a calculated measure used to indicate the end-of-period inventory units. In this view, you can review the available inventory units at the end of each week.
Shortage (Week) Units
The Shortage (Week) Units is a calculated measure used to indicate shortage in units for the product, location, and week combination.
System Minimum Level (Week) Units
The System Minimum Level (Week) Units is a calculated measure used to indicate the minimum target inventory in units that was calculated by the system for the product, location, and week combination.
System Maximum Level (Week) Units
The System Maximum Level (Week) Units is a calculated measure used to indicate the maximum target inventory in units that was calculated by the system for the product, location, and week combination.
Minimum Method Change
The Minimum Method Change is an editable measure to override the assigned inventory plan method to calculate the System Minimum value at the product, location, and week level. For more details about the possible values check the measure the Minimum Method in the Item-Location view within the Replenishment Parameters workspace.
Minimum Fixed Change Units
The Minimum Fixed Change Units is an editable measure used to override the minimum quantity to be used when the Fixed method is applied at the product, location, and week level. This value is used in the calculation instead of the 2Min Fixed @ Today Units2, the RUTL @ Today Units or the ROL @ Today Units if the method to calculate the System Minimum value is Fixed.
Minimum Forward Cover Change Duration (day)
The Minimum Forward Cover Change Duration (day) is an editable measure used to override the minimum number of days of cover applied to the product, location, and week.
Maximum Method Change
The Maximum Method Change is an editable measure used to override the assigned inventory plan method to calculate the System Maximum value at the product, location, and week level. For more details about the possible values check the measure the Maximum Method in the Item-Location view within the Replenishment Parameters workspace.
Maximum Fixed Change Units
The Maximum Fixed Change Units is an editable measure used to override the maximum quantity to be used when the Fixed method is applied at the product, location, and week level. This value is used in the calculation instead of the Maximum Fixed @ Today Units if the method to calculate the System Maximum value is Fixed.
Maximum Forward Cover Change Duration (day)
The Maximum Forward Cover Change Duration (day) is an editable measure used to override the maximum number of days of cover applied to the product, location, and week.
Item-Source Location-Week Level (R & A) View
The Item-Source Location-Week Level (R & A) View, under the Inventory Plan tab, is similar to the view Item-Location-Week Level (InvPlan), but allows you to review from the source location perspective rather than the destination location perspective. For more details regarding the measures, refer to the Item-Location-Week Level (InvPlan) view.
Figure 21-64 Item-Source Location-Week Level (R & A) View
Rebalancing Step
In this step you can adjust inventory levels to maintain optimal stock levels. Usually this is achieved by moving products from locations with surplus to locations with deficit.
This may also involve increasing orders for items that are selling well or reducing orders for slow-moving items. This step contains these views:
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Summary Tab
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Transfers Tab
Item-Location View
This Item-Location View is located under the Summary tab. In this view, you can review the store transfer summary at the item location level.
Figure 21-65 Item-Location View
Item-Location View - Default Profile Measures
The Default measure profile available in the Item-Location view contains the following measures.
Product-location Alerts
This measure indicates if an alert was triggered for an item-location.
Reviewed Product-Location
By using this measure, a user indicates that the system plan has been reviewed
Total Available Units
This measure displays the total available units at an item-location.
Receipt Up to Level @ Today Units
This measure displays the Receipt Up To Level units as set up in the Replenishment Parameters workspace.
Initial Need Units
This measure displays the units needed for an item-location combination.
Final Need Units
This measure displays the units needed for an item-location after the transfer.
System Transfer in Units
This measure displays the number of units to be transferred in calculated by the system.
System Transfer In
This measure displays the list of source locations after rebalancing is calculated by the system.
System Transfer Out Units
This measure displays the number of units to be transferred out calculated by the system.
System Transfer Out
This measure displays the list of destination locations after rebalancing is calculated by the system.
Transfers To Be Approved
This measure is used to approve the transfers.
Ignore Replenishment Plan to Be Approved
This measure allows you to approve rebalancing without approving the replenishment system plan.
Approved
This measure allows the user to approve the rebalancing transfers.
Approved Transfer in Units
This measure displays the approved number of units to be transferred in for an item-location.
Approved Transfer In
This measure displays the list of source locations after rebalancing is approved.
Approved Transfer Out Units
This measure displays the approved number of units to be transferred out for an item-location.
Approved Transfer Out
This measure displays the list of destination locations after rebalancing is approved.
Approved UserID
This measure displays the user ID of the user who approved the transfers.
Export Transfer in Units
This measure displays the exported number of units of the destination location after the batch is run.
Export Transfer In
This measure displays the list of source locations after the batch is run.
Export Transfer Out Units
This measure displays the list of destination locations after the batch is run.
Export Transfer Out
This measure displays the exported number of units of the source location after the batch is run.
Total Deficit Units
This measure displays the total deficit units for an item-location combination.
Total Deficit %
This measure displays the percentage deficit relative to the total units needed for an item-location combination.
Total Surplus Units
This measure displays the total surplus units for an item-location combination.
Total Surplus %
This measure displays the percentage surplus relative to the total units needed for an item-location combination.
In Transit over Lead Time+Review Time Units
This measure displays the units in transit over lead and review time for an item-location.
On Order (In) over Lead Time+Review Time Units
This measure displays the units on order over lead and review time for an item-location.
Items View
This Items View is located under the Summary tab. In this view, you can review the change in KPIs, such as lost sales, as a result of the transfers, with the focus on products.
Figure 21-66 Items View
Items View - Default Profile Measures
The Default measure profile available in the Items view contains the following measures.
Source Mask
This measure Is used to decide which products can be transferred out.
Destination Mask
This measure Is used to decide which products can be transferred in.
Item Mask
This measure displays if an item is eligible for transfer.
Unit Price
This measure displays the unit price.
Available Units
This measure displays the available units considering replenishment, manual transfers, and rebalancing.
Approved Transfer in Units
This measure displays the approved number of units to be transferred in.
Approved Transfer Out Units
This measure displays the approved number of units to be transferred out for an item-location.
Initial Availability Units
This measure displays the available number of units in the destination location before rebalancing.
Receipt Up to Level Units
This measure displays the Receipt Up To Level units as set up in the Replenishment Parameters workspace
System Transfer in Units
This measure displays the number of units to be transferred in calculated by the system.
System Transfer In
This measure displays the list of source locations after rebalancing as calculated by the system.
System Transfer Out Units
This measure displays the number of units to be transferred out calculated by the system.
Approved
This measure allows the user to approve the rebalancing transfers.
Approved UserID
This measure displays the user ID of the user who approved the transfers.
Approved Date
This measure displays the date of the approval of transfers.
Final Availability Units
This measure displays the available number of units in the destination location after rebalancing.
Initial Need Units
This measure displays the units needed for a product.
Final Need Units
This measure displays the units needed for a product after the transfer.
Final Need %
This measure displays the percentage of the need after rebalancing relative to the need before rebalancing.
Initial Surplus Units
This measure displays the initial surplus units for a product.
Final Surplus Units
This measure displays the surplus units for a product after the transfers.
Final Surplus %
This measure displays the percentage surplus after rebalancing relative to the surplus before rebalancing. This measure displays the percentage surplus after the transfer relative to the total units needed.
Forecast Daily Rate of Sale Units
This measure displays the forecasted daily rate of sales in units.
Initial Days of Supply Duration (Days)
This measure displays the initial Days of Supply based on the forecast.
Final Days of Supply Duration (Days)
This measure displays the days of supply after the transfers.
Initial Days of Stock Mean Absolute Deviation Duration (Days)
This measure displays the mean absolute deviation of the days of stock before rebalancing.
Final Days of Stock Mean Absolute Deviation Duration (Days)
This measure displays the mean absolute deviation of the days of stock before rebalancing.
Final Days of Stock Mean Absolute Deviation %
This measure displays the mean absolute deviation of the days of stock after rebalancing relative to the mean absolute deviation of the days of stock before rebalancing.
Initial Lost Sales Units
This measure displays the initial lost sales units for a product calculated based on deficit units.
Final Lost Sales Units
This measure displays the lost sales units for a product calculated based on deficit units after the transfers.
Initial Lost Sales $
This measure displays the initial lost sales value for a product calculated based on deficit units.
Final Lost Sales $
This measure displays the lost sales value for a product calculated based on deficit units after the transfers.
Final Lost Sales %
This measure displays the percentage lost sales relative to the total units needed.
System Additional Sales $
Locations View
This Locations View is located under the Summary tab. In this view, you can review the change in KPIs, such as lost sales, as a result of the transfers, with the focus on locations.
Figure 21-67 Locations View
Locations View - Default Profile Measures
The Default measure profile available in the Locations view contains the following measures.
Source Mask
This measure is used to decide which stores can transfer products out.
Destination Mask
This measure is used to decide which stores can have products transferred in.
Location Mask
This measure displays if a store is eligible for stock rebalancing.
Availability Units
This measure displays the available units considering replenishment, manual transfers, and rebalancing.
Approved Transfer in Units
This measure displays the approved number of units to be transferred in for a location.
Approved Transfer Out Units
This measure displays the approved number of units to be transferred out from a location.
Initial Availability Units
This measure displays the available number of units in the destination location before rebalancing.
Receipt Up to Level Units
This measure displays the Receipt Up To Level units as set up in the Replenishment Parameters workspace.
System Transfer in Units
This measure displays the number of units to be transferred into a location calculated by the system.
System Transfer In $
This measure displays the value of products be transferred into a location calculated by the system.
System Transfer Out Units
This measure displays the number of units to be transferred out of a location calculated by the system.
Approved
This measure allows the user to approve the rebalancing transfers.
Approved UserID
This measure displays the user ID of the user who approved the transfers.
Approved Date
This measure displays the date of the approval of transfers.
Final Availability Units
This measure displays the available number of units in the destination location after rebalancing.
Initial Need Units
This measure displays the units needed for a location.
Final Need Units
This measure displays the units needed for a location after the transfers.
Final Need %
This measure displays the percentage of the need after rebalancing relative to the need before rebalancing.
Initial Surplus Units
This measure displays the initial surplus units at a location.
Final Surplus Units
This measure displays the initial surplus units at a location.
.Final Surplus %
This measure displays the percentage surplus after the transfer relative to the total units needed at a location.
Forecast Daily Rate of Sale Units
This measure displays the forecasted daily rate of sales in units at a location.
Initial Days of Supply Duration (Days)
This measure displays the initial days of supply based on the forecast.
Final Days of Supply Duration (Days)
This measure displays the initial days of supply based on the forecast.
Initial Lost Sales Units
This measure displays the initial lost sales units at a location calculated based on deficit units.
Final Lost Sales Units
This measure displays the initial lost sales units at a location calculated based on deficit units after the transfers.
Initial Lost Sales $
This measure displays the initial lost sales value at a location calculated based on deficit units.
Final Lost Sales $
This measure displays the initial lost sales value at a location calculated based on deficit units after the transfers.
Final Lost Sales %
This measure displays the lost sales at a location calculated based on deficit units after the transfers relative to the total need at the location.
System Additional Sales $
This measure displays the difference between lost sales before and after rebalancing.
Parameters View
This Parameters View is located under the Summary tab. In this view, you can review the parameters that are setup for the store transfers.
Figure 21-68 Parameters View
Parameters View - Default Profile Measures
The Default measure profile available in the Parameters view contains the following measures.
Rebalancing Type
Use this measure to select how the stock is rebalanced:
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Need/Surplus - looks at the deficit need of the destination location and surplus at the source location.
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Days of Stock - tries to balance the Days of Stock (DOS) at every location.
-
Need/Surplus+Days of Stock - tries to balance the need/surplus and after it runs the Days of Stock balancing.
Surplus Above Layer
This measure allows you to select what portion of stock is considered surplus. For instance, if you select Layer 3, the surplus units include all units that are in Layers 4 and 5. Units in the Layers 3 and less can not be transferred.
Post Optimization
This measure allows you to determine if optimization should run during rebalancing when the rebalancing type is Need/Surplus+Days of Stock.
Destination Sorting Key 1
Destination Sorting Key 2
Destination Sorting Key 3
Destination Sorting Key 4
In the Destination Sorting Key measures, you can specify the sorting attributes for destinations. Key 1 has the highest priority and the measures decrease in priority from Key 1 to Key 4. The attributes can be:
-
Layer - The destination location is sorted based on demand layer priority (Customer Order, Display, Minimum Crdible Quantity, Reorder Point, Reorder Up To Level).
-
Priority - User defined priority in the transfer link.
-
Layer percentage - Fill rate percentage on the demand layer.
-
Coverage - Days Of Stock.
Source Sorting Key 1
Source Sorting Key 2
Source Sorting Key 3
Source Sorting Key 4
In the Source Sorting Key measures, you can specify the sorting attributes for source locations. Key 1 has the highest priority and the measures decrease in priority from Key 1 to Key 4. The attributes can be:
-
Cost - Prioritizes the lowest cost.
-
Lead time - Prioritizes the fastest lead time.
-
User Out - User defined Transfer Out.
-
Priority - User defined priority in the transfer link.
-
Surplus - Prioritizes the highest surplus.
Item-Location View
This Item-Location View is located under the Transfers tab. In this view, you can set up the store transfers at the item location level.
Figure 21-69 Item-Location View
Item-Location View - Default Profile Measures
The Default measure profile available in the Item-Location view contains the following measures.
User Filter Product-Location
Product-Location Alerts
This measure indicates if an alert was triggered for an item-location.
Reviewed Product-Location
Total Available Units
This measure displays the total available units at an item-location.
Receipt Up to Level @ Today Units
Initial Need Units
This measure displays the units needed for an item-location combination.
Final Need Units
This measure displays the units needed for an item-location after the transfer.
System Transfer in Units
This measure displays the number of units to be transferred in calculated by the system.
System Transfer In
System Transfer Out Units
This measure displays the number of units to be transferred out calculated by the system.
System Transfer Out
Transfers To Be Approved
This measure is used to approve the transfers.
Ignore Replenishment Plan to Be Approved
Approved
This measure allows you to approve the rebalancing transfers.
Approved Transfer in Units
This measure displays the approved number of units to be transferred in for an item-location.
Approved Transfer In
This measure displays the list of source locations after rebalancing is approved.
Approved Transfer Out Units
This measure displays the approved number of units to be transferred out for an item-location.
Approved Transfer Out
Approved UserID
This measure displays the user ID of the user who approved the transfers.
Export Transfer in Units
This measure displays the exported number of units of the destination location after the batch is run.
Export Transfer In
This measure displays the list of source locations after the batch is run.
Export Transfer Out Units
This measure displays the exported number of units of the source location after the batch is run.
Export Transfer Out
This measure displays the list of destination locations after the batch is run.
Total Deficit Units
This measure displays the total deficit units for an item-location.
Total Deficit %
This measure displays the percentage deficit relative to the total units needed for an item-location.
Total Surplus Units
This measure displays the total surplus units for an item-location.
Total Surplus %
This measure displays the percentage surplus relative to the total units needed for an item-location.
In Transit over Lead Time+Review Time Units
This measure displays the units in transit over lead and review time for an item-location.
On Order (In) over Lead Time+Review Time Units
This measure displays the units on order over lead and review time for an item-location.
Items View
This Items View is located under the Transfers tab. In this view, you can review the change in KPIs, such as lost sales, as a result of the transfers, with the focus on products.
Figure 21-70 Items View
Items View - Default Profile Measures
The Default measure profile available in the Items view contains the following measures.
Source Mask
This measure is used to decide which products can be transferred out.
Destination Mask
This measure is used to decide which products can be transferred in.
Item Mask
This measure displays if an item is eligible for transfer.
Unit Price $
This measure displays the unit price.
Availability Units
This measure displays the available units considering replenishment, manual transfers, and rebalancing.
Approved Transfer in Units
This measure displays the approved number of units to be transferred in.
Approved Transfer Out Units
This measure displays the approved number of units to be transferred out for an item-location.
Initial Availability Units
This measure displays the available number of units in the destination location before rebalancing.
Receipt Up to Level Units
This measure displays the Receipt Up To Level units as set up in the Replenishment Parameters workspace.
System Transfer in Units
This measure displays the number of units to be transferred in calculated by the system.
System Transfer In $
This measure displays the value of the units transferred in for a product.
System Transfer Out Units
This measure displays the number of units to be transferred out calculated by the system.
Approved
This measure allows you to approve the rebalancing transfers.
Approved UserID
This measure displays the user ID of the user who approved the transfers.
Approved Date
This measure displays the date of the approval of transfers.
Final Availability Units
This measure displays the available number of units in the destination location after rebalancing.
Initial Need Units
This measure displays the units needed for a product.
Final Need Units
This measure displays the units needed for a product after the transfer.
Final Need %
This measure displays the percentage of the need after rebalancing relative to the need before rebalancing.
Initial Surplus Units
This measure displays the initial surplus units for a product.
Final Surplus Units
This measure displays the surplus units for a product after the transfers.
Final Surplus %
This measure displays the percentage of surplus units relative to the total need.
Forecast Daily Rate of Sale Units
This measure displays the forecasted daily rate of sales in units.
Initial Days of Supply Duration (Days)
This measure displays the initial days of supply based on the forecast.
Final Days of Supply Duration (Days)
This measure displays the days of supply after the transfers.
Initial Days of Stock Mean Absolute Deviation Duration (Days)
This measure displays the mean absolute deviation of the days of stock before rebalancing.
Final Days of Stock Mean Absolute Deviation Duration (Days)
This measure displays the mean absolute deviation of the days of stock after rebalancing.
Final Days of Stock Mean Absolute Deviation %
This measure displays the mean absolute deviation of the days of stock after rebalancing relative to the mean absolute deviation of the days of stock before rebalancing.
Initial Lost Sales Units
This measure displays the initial lost sales units for a product calculated based on deficit units.
Final Lost Sales Units
This measure displays the lost sales units for a product calculated based on deficit units after the transfers.
Initial Lost Sales $
This measure displays the initial lost sales value for a product calculated based on deficit units.
Final Lost Sales $
This measure displays the lost sales value for a product calculated based on deficit units after the transfers.
Final Lost Sales %
This measure displays the percentage lost sales relative to the total units needed.
Links View
This Links View is located under the Transfers tab. In this view, you can manage metrics that define relationships between source and destination locations.
Figure 21-71 Links View
Links View - Default Profile Measures
The Default measure profile available in the Links view contains the following measures.
Lead Time Duration (Days)
Use this measure to enter the transfer duration from source to destination.
Rebalancing Cost $
Use this measure to enter the transfer cost from source to destination.
Link Priority
Use this measure to enter the routing transfer priority
Locations View
This Locations View is located under the Transfers tab. In this view, you can review the change in KPIs, such as lost sales, as a result of the transfers, with the focus on locations.
Figure 21-72 Locations View
Locations View - Default Profile Measures
The Default measure profile available in the Locations view contains the following measures.
Source Mask
This measure Is used to decide which stores can transfer products out.
Destination Mask
This measure is used to decide which stores can have products transferred in.
Location Mask
This measure displays if a store is eligible for stock rebalancing.
Availability Units
This measure displays the available units considering replenishment, manual transfers, and rebalancing.
Approved Transfer in Units
This measure displays the approved number of units to be transferred in for a location.
Approved Transfer Out Units
This measure displays the approved number of units to be transferred out from a location.
Initial Availability Units
This measure displays the available number of units in the destination location before rebalancing.
Receipt Up to Level Units
This measure displays the Receipt Up To Level units as set up in the Replenishment Parameters workspace.
System Transfer in Units
This measure displays the number of units to be transferred into a location calculated by the system.
System Transfer In $
This measure displays the value of products be transferred into a location calculated by the system.
System Transfer Out Units
This measure displays the number of units to be transferred out of a location calculated by the system.
Approved
This measure allows you to approve the rebalancing transfers.
Approved UserID
This measure displays the user ID of the user who approved the transfers.
Approved Date
This measure displays the date of the approval of transfers.
Final Availability Units
This measure displays the available number of units in the destination location after rebalancing.
Initial Need Units
This measure displays the units needed for a location.
Final Need Units
This measure displays the units needed for a location after the transfers.
Final Need %
This measure displays the percentage of the need after rebalancing relative to the need before rebalancing.
Initial Surplus Units
This measure displays the initial surplus units at a location.
Final Surplus Units
This measure displays the initial surplus units at a location.
Final Surplus %
This measure displays the percentage surplus after the transfer relative to the total units needed at a location.
Forecast Daily Rate of Sale Units
This measure displays the forecasted daily rate of sales in units at a location.
Initial Days of Supply Duration (Days)
This measure displays the initial days of supply based on the forecast.
Final Days of Supply Duration (Days)
This measure displays the initial days of supply based on the forecast.
Initial Lost Sales Units
This measure displays the initial lost sales units at a location calculated based on deficit units.
Final Lost Sales Units
This measure displays the lost sales units at a location calculated based on deficit units after the transfers.
Initial Lost Sales $
This measure displays the initial lost sales value at a location calculated based on deficit units.
Final Lost Sales $
This measure displays the lost sales value at a location calculated based on deficit units after the transfers.
Final Lost Sales %
This measure displays the lost sales at a location calculated based on deficit units after the transfers relative to the total need at the location.
Parameters View
This Parameters View is located under the Transfers tab. In this view, you can set the parameters that are used during rebalancing process.
Figure 21-73 Parameters View
Parameters View - Default Profile Measures
The Default measure profile available in the Parameters view contains the following measures.
Rebalancing Type
Use this measure to select how the stock is rebalanced:
-
Need/Surplus - looks at the deficit need of the destination location and surplus at the source location.
-
Days of Stock - tries to balance the Days of Stock (DOS) at every location.
-
Need/Surplus+Days of Stock - tries to balance the need/surplus and after it runs the Days of Stock balancing.
Surplus Above Layer
This measure allows you to select what portion of stock is considered surplus. For instance, if you select Layer 3, the surplus units include all units that are in Layers 4 and 5. Units in the Layers 3 and less can not be transferred.
Post Optimization
This measure allows you to determine if optimization should run during rebalancing when the rebalancing type is Need/Surplus+Days of Stock.
Destination Sorting Key 1
Destination Sorting Key 2
Destination Sorting Key 3
Destination Sorting Key 4
In the Destination Sorting Key measures, you can specify the sorting attributes for destinations. Key 1 has the highest priority and the measures decrease in priority from Key 1 to Key 4. The attributes can be:
-
Layer - The destination location is sorted based on demand layer priority (Customer Order, Display, Minimum Crdible Quantity, Reorder Point, Reorder Up To Level).
-
Priority - User defined priority in the transfer link.
-
Layer percentage - Fill rate percentage on the demand layer.
-
Coverage - Days Of Stock.
Source Sorting Key 1
Source Sorting Key 2
Source Sorting Key 3
Source Sorting Key 4
In the Source Sorting Key measures, you can specify the sorting attributes for source locations. Key 1 has the highest priority and the measures decrease in priority from Key 1 to Key 4. The attributes can be:
-
Cost - Prioritizes the lowest cost.
-
Lead time - Prioritizes the fastest lead time.
-
User Out - User defined Transfer Out.
-
Priority - User defined priority in the transfer link.
-
Surplus - Prioritizes the highest surplus.
Rebalancing Action Buttons
This view includes these action buttons:
-
Calculate Rebalancing
This action button initiates the rebalancing calculations.
-
Clear Rebalancing
This action button resets the numbers generated by the Calculate Rebalancing action.
-
Approve
This action button approves the store transfers calculated by clicking the Calculate Rebalancing action.
-
Undo Approve
This action button clears the Approved measure, and the approved transfers measures
Plan Transfer Step
In this step, you can identify deficit and surplus inventory across locations and plan inventory transfers between locations when necessary/required. This step contains these views:
Allowed Transfer View
The Allowed Transfer View, under the Allowed Transfer tab, shows you what locations are allowed to have transfers. You can manage a location matrix using the Manage Allowed Transfer workspace under the Administration activity where you can select if a transfer between the locations in the matrix is allowed or not. The columns in the worksheet represent the transfers’ destination location and the rows represent the transfers’ source location.
Figure 21-74 Allowed Transfer View
Allowed Transfer View - Default Profile Measures
The Default measure profile available in the Allowed Transfer view contains the following measure.
Transfer Enable
The Transfer Enable allows or disallows transfers between source locations and destination locations. When selected, transfers are allowed. When clear, transfers are not allowed. The Transfer Enable measure can be edited and managed using the Manage Allowed Transfer workspace under the Administration activity.
Transfer Deficit Analysis View
The Transfer Deficit Analysis View, under the Deficit Surplus Analysis tab, allows you to review what stores and products have an inventory deficit. This provides you with the necessary information to support planning of transfers between locations to balance the inventory levels across the locations.
Figure 21-75 Transfer Deficit Analysis View
Transfer Deficit Analysis View - Default Profile Measures
The Default measure profile available in the Transfer Deficit Analysis view contains the following measure.
Total Deficit Units
The Total Deficit Units is a calculated measure used to indicate the amount of deficit units for the product and location combination. The values are calculated based on the RUTL calculated at the system date and the available inventory. When the available inventory is not enough for the RUTL then there is a deficit.
Transfer Surplus Analysis View
The Transfer Surplus Analysis View, under the Deficit Surplus Analysis tab, allows you to review what stores and products have an inventory excess/surplus. This provides you with the necessary information to support planning of transfers between locations to balance the inventory levels across the locations.
Figure 21-76 Transfer Surplus Analysis View
Transfer Surplus Analysis View - Default Profile Measures
The Default measure profile available in the Transfer Surplus Analysis view contains the following measures.
Total Surplus Units
The Total Surplus Units is a calculated measure used to indicate the number of surplus units for the product and location combination. The values are calculated based on the RUTL calculated at the system date and the available inventory. When there is more available inventory than necessary to fulfill the RUTL then there is a surplus.
Product Source Location Association Count Manual Filter
The Product Source Location Association Count Manual Filter is an editable measure used to apply a filter to the Transfer Surplus From-To view by the selected product and source location combination. When a product and location combination is selected and after the workspace calculation (either Calculate or F9) is run, the views are filtered based on the selected product and location combinations.
Transfer by Destination View
The Transfer by Destination View, under the Manual Transfer tab, allows you to review replenishment and transfers from a destination location perspective. This view provides approved and exported replenishment and transfers to support the review. Inventory information is also available.
Figure 21-77 Transfer by Destination View
Transfer by Destination View - Default Profile Measures
The Default measure profile available in the Transfer by Destination view contains the following measures.
Approve Replenishment Plan In Units
The Approve Replenishment Plan In Units is the same as the one in the default profile under the Item-Location Level (R & A) view. Refer to the measure, Approve Replenishment Plan In Units under the Item-Location Level (R & A) view, in the Default Profile Measures.
Exported Replenishment Plan In Units
The Exported Replenishment Plan In Units is the same as the one in the availability profile under the Item-Location Level (R & A) view. Refer to the measure, Exported Replenishment Plan In Units, in the Measures: Availability Profile under the Item-Location Level (R & A) view in the Default Profile Measures.
Approve Transfer In Units
The Approve Transfer In Units is a calculated measure used to indicate the transfer units approved for the product and destination location combination.
Exported Transfer Plan In Units
The Exported Transfer Plan In Units is a calculated measure used to indicate the transfer units to be exported from the batch for the product and location combination. In this view, the value is the total of all destination locations for the product.
Total On Order (in) Units
The Total On Order (in) Units is the same as the one in the inventory profile under the Item-Location Level (R & A) view. Refer to the measure, Total On Order (in) Units, in the Measures: Inventory Profile under the Item-Location Level (R & A) view in the Default Profile Measures.
Approve Replenishment Plan Out Units
The Approve Replenishment Plan Out Units is the same as the one in the availability profile under the Item-Location Level (R & A) view. Refer to the measure, Approve Replenishment Plan Out Units, in the Measures: Availability Profile under the Item-Location Level (R & A) view in the Default Profile Measures.
Exported Replenishment Plan Out Units
The Exported Replenishment Plan Out Units is the same as the one in the availability profile under the Item-Location Level (R & A) view. Refer to the measure, Exported Replenishment Plan Out Units, in the Measures: Availability Profile under the Item-Location Level (R & A) view in the Default Profile Measures.
Approve Transfer Out Units
The Approve Transfer Out Units is a calculated measure used to indicate the source location’s transfer units approved for the product and location combination.
Exported Transfer Plan Out Units
The Exported Transfer Plan Out Units is a calculated measure used to indicate the source location’s transfer units to be exported from the batch for the product and location combination. In this view, the value is the total of all locations for the product.
Total On Order (out) Units
The Total On Order (out) Units is the same as the one in the inventory profile under the Item-Location Level (R & A) view. Refer to the measure, Total On Order (out) Units, in the Measures: Inventory Profile under the Item-Location Level (R & A) view in the Default Profile Measures.
Total Available Units
The Total Available Units is the same as the one in the default profile under the Item-Location Level (R & A) view. Refer to the measure, Total Available Units, in the Default Profile Measures under the Item-Location Level (R & A) view in the Default Profile Measures.
Total Available Duration (w)
The Total Available Duration (w) is a calculated measure used to indicate the number of weeks that the Total Available Unit can cover the demand for the product and location combination.
RUTL @ Today Units
The RUTL @ Today Units is the same as the one in the default profile under the Item-Location Level (R & A) view. Refer to the measure, RUTL @ Today Units, in the Default Profile Measures under the Item-Location Level (R & A) view in the Default Profile Measures.
Total Deficit Units
The Total Deficit Units is the same as the one in the default profile under the Transfer Deficit Analysis view. Refer to the measure, Total Deficit Units, in the Default Profile Measures under the Transfer Deficit Analysis view in the Default Profile Measures.
Total Surplus Units
The Total Surplus Units is the same as the one in the default profile under the Transfer Surplus Analysis view. Refer to the measure, Total Surplus Units, in the Default Profile Measures under the Transfer Surplus Analysis view, for more details.
Transfer Plan In Units
The Transfer Plan In Units is a calculated measure used to indicate the transfer units planned for the product and destination location combination (for example, populated when a deficit location has a transfer planned to receive inventory from another location).
Transfer Plan Out Units
The Transfer Plan Out Units is a calculated measure used to indicate the transfer units planned for the product and source location combination (for example, populated when a surplus location has a transfer planned to send inventory to another location).
Transfer Available Alert
The Transfer Available Alert is a calculated measure used to indicate that an alert was triggered by the transfer.
Transfer by Product View
The Transfer by Product View, under the Manual Transfer tab, allows you to review transfers from a product perspective. This view provides you with planned and approved transfer information.
Figure 21-78 Transfer by Product View
Transfer by Product View - Default Profile Measures
The Default measure profile available in the Transfer by Product view contains the following measures.
Transfer Available Units
The Transfer Available Units is a calculated measure used to indicate the total inventory quantity available at the location, for the product, that is available after the planned transfers. This calculation takes into account the available inventory at the location plus the planned transfers, in and out, for the location.
Transfer Deficit Units
The Transfer Deficit Units is a calculated measure used to indicate the amount of deficit units for the product and location combination. The values are calculated based on the RUTL calculated at the system date and the available inventory. When the available inventory is not enough for the RUTL then there is a deficit.
Transfer Surplus Units
The Transfer Surplus Units is a calculated measure used to indicate the number of surplus units for the product and location combination. The values are calculated based on the RUTL calculated at the system date and the available inventory. When there is more available inventory than necessary to fulfill the RUTL then there is a surplus.
Transfer Plan In Units
The Transfer Plan In Units is a calculated measure used to indicate the transfer units planned for the product and destination location combination (for example, populated when a deficit location has a transfer planned to receive inventory from another location).
Transfer Plan Out Units
The Transfer Plan Out Units is a calculated measure used to indicate the transfer units planned for the product and source location combination (for example, populated when a surplus location has a transfer planned to send inventory to another location).
Approve Transfer In Units
The Approve Transfer In Units is a calculated measure used to indicate the transfer units approved for the product and destination location combination.
Approve Transfer Out Units
The Approve Transfer Out Units is a calculated measure used to indicate the source location’s transfer units approved for the product and location combination.
Exported Transfer Plan In Units
The Exported Transfer Plan In Units is a calculated measure used to indicate the transfer units to be exported from the batch for the product and location combination. In this view, the value is the total of all destination locations for the product.
Exported Transfer Plan Out Units
The Exported Transfer Plan Out Units is a calculated measure used to indicate the source location’s transfer units to be exported from the batch for the product and location combination. In this view, the value is the total of all locations for the product.
Transfer Deficit From-To View
The Transfer Deficit From-To View, under the Manual Transfer tab, allows you to review and manage, from the destination locations perspective, the transfers from surplus locations to deficit locations.
Figure 21-79 Transfer Deficit From-To View
Transfer Deficit From-To View - Default Profile Measures
The Default measure profile available in the Transfer Deficit From-To view contains the following measures.
Assort. @ Destination
The Assort. @ Destination is a calculated measure used to indicate if the transfer is allowed between the locations for the product and the destination location has the product assorted. When selected, the transfer is allowed and the product and location is assorted. When clear, either the transfer is not allowed between the locations or the product is not assorted at the destination location.
Available @ Destination Units
The Available @ Destination Units is a calculated measure used to indicate the total inventory units available for the product at the destination location.
Deficit @ Destination Units
The Deficit @ Destination Units is a calculated measure used to indicate a deficit of units for the product at the destination location.
Total Source Available Units
The Total Source Available Units is a calculated measure used to indicate the total inventory units available for the product at the source location.
Surplus @ Source Units
The Surplus @ Source Units is a calculated measure used to indicate a surplus of units for the product at the source location.
Transfer Action
The Transfer Action is an editable measure used to indicate, for product and location combinations, the transfer method for the calculation. Valid values are:
-
Available
When this option is selected all available inventory at the source location is transferred.
-
Available + End
When this option is selected all available inventory at the source location is transferred and the system stops the assortment at the source location.
-
Spls -> Dfct
When this option is selected the destination location deficit is fulfilled (or reduced) with the surplus inventory from the source location.
-
Available -> Dfct
When this option is selected the destination location deficit is fulfilled (or reduced) with the available inventory from the source location.
-
Spls
When this option is selected only the surplus inventory from the source location is moved to the destination location.
-
Undo
When this option is selected, the last action or transfer is undone.
System Transfer Plan Units
The System Transfer Plan Units is a calculated measure used to indicate the transfer of units between the source location and the destination location when there is a surplus that can be transferred from the source location to the destination location. This measure is also recalculated by the Transfers action button.
Transfer Plan Units
The Transfer Plan Units is an editable measure used to enter manually the number of units to be transferred from the source location to the destination location. This measure can also be overridden or calculated by the Calculate Transfer Plan action button. It populates or overrides the measure with the number of units to be transferred from the source location to the destination location by taking into account the transfer method selected in the measure Transfer Action.
Approve Transfer Units
The Approve Transfer Units is a calculated measure used to indicate the planned transfers that were approved. The Transfer Plan Units value is copied to this measure by the Approve Transfers action button.
Exported Transfer Plan Units
The Exported Transfer Plan Units indicates the exported manual location transfers order (in units).
Transfer Off Source
When the Transfer Off Source is set to True, then the transfer calculation turns off the assortment of the item from the source location by updating the assortment end date to today's date. This is also set to True automatically if the Transfer action is Available + End.
A use case of this is when an item needs to be moved from Store A to Store B and Store A will never replenish that item again. You can set the Transfer Off Source so that after transferring the item, it turns off the assortment to Store A. Alternatively, you can use the Transfer action, Available + End, to automatically transfer all of the available units from Store A to Store B and then turn off the assortment to Store A.
Transfer Surplus From-To View
The Transfer Surplus From-To View, under the Manual Transfer tab, allows you to review and manage, from the source locations perspective, the transfers from surplus locations to deficit locations. This view contains the same measures as the deficit view. For more details regarding the measures description, refer to the Transfer Deficit From-To view.
Figure 21-80 Transfer Surplus From-To View
Filter Step
In this step you can set up filters to filter the views within the Review & Approved workspace. This step contains these views:
Attribute Filter Setup View
The Attribute Filter Setup View, under the Filter tab, is similar to the Filter Attribute view within the Manage Alert Parameters workspace. The difference is that the filter, in this step, is applied to the Review & Approved workspace views in a similar way to how they are described in the Manage Alert Parameters workspace. For more details regarding the view and the measures, refer to the Filter Attribute view in the Filters step within the Manage Alert Parameters workspace.
Figure 21-81 Attribute Filter Setup View
Calendar Filter Setup View
The Calendar Filter View, under the Filter tab, is similar to the Filter Calendar view within the Manage Alert Parameters workspace. The difference is that the filter, in this step, is applied to the Review & Approve workspace views in a similar way to how they are described in the Manage Alert Parameters workspace. For more details regarding the view and the measures, refer to the Filter Calendar view in the Filters step within the Manage Alert Parameters workspace.
Figure 21-82 Calendar Filter Setup View
Filter Setup View
This view allows you to define the conditions for the rules based in product, location, and product-location attributes. A rule condition is what allows the engine to find the product and location combinations where the rule is applicable.
Figure 21-83 Filter Setup View
Filter Setup View - Default Profile Measures
The Filter Setup view contains the following measures.
Condition Attribute
The Condition Attribute measure allows you to select the attribute for the condition, The attributes for the rules are assigned in the Attribute Review workspace.
Within Condition Operator
The Within Condition Operator measure allows you to specify the operator to be used inside the condition.
Table 21-2 Within Condition Operator Measure Available Operators
| Possible Operators | Descriptions | Example |
|---|---|---|
|
== |
Checks if the attribute value is equal with the Condition Value |
brand == Private Label |
|
!= |
Checks if the attribute value is different from the Condition Value |
average sales != 0 |
|
> |
Checks if the attribute value is larger than the Condition Value |
Average sales >5 |
|
>= |
Checks if the attribute value is larger or equal to the Condition Value |
|
|
< |
Checks if the attribute value is less than the Condition Value |
Standard deviation of sales <6 |
|
<= |
Checks if the attribute value is less or equal to the Condition Value |
|
|
contain |
||
|
not contain |
||
|
match |
||
|
not match |
Condition Value
The Condition Value measure is used when the type of the attribute is numeric. Example: average sales > 10
Condition Value String
The Condition Value String measure is used when the type of the attribute is a string. Example: brand == Private Label
Condition Value Measure
The value of the Condition Value measure is a measure name, which is populated by an expression that let’s you refine the condition value. For instance private label versus non-private label.
This measure is used when you want to refine the condition value.
For instance, for the coffee items, except Private Label, you want to assign items to the rule that sell more than 50 per week. For Private Label items you may want the value to be 100. You need to populate your Condition measure with a value of 100 for all Private Label items, and the rest of the coffee items with 50.
Condition Value Date
The Condition Value Date measure is used when the type of the attribute is a date. Example: today >= 02/30/2024"
Between Condition Operator
Within a rule there can be multiple conditions and also multiple condition groups. This is specified in the Condition Group measure. Conditions with the same Condition Group value belong to the same group.
For example, if a rule has 4 conditions, Conditions 1 and 2 can belong to condition group 1, and conditions 3 and 4 can belong to the condition group 2. Also, the Condition Order measure gives the ranking of the conditions inside the group.
The following table is an assumed use case:
Table 21-3 Between Condition Operator Assumed Use Case
| Condition | Between Condition Operator | Condition Order | Condition Group |
|---|---|---|---|
|
Condition 1 |
AND |
1 |
1 |
|
Condition 2 |
OR |
2 |
1 |
|
Condition 3 |
OR |
3 |
2 |
|
Condition 4 |
4 |
2 |
The value for the Between Condition Operator can be the logical operators AND or OR.
The conditions are evaluated first inside a condition group and then between groups. In the previous case, the resulting condition is:
(Condition 1 AND Condition 2) OR (Condition 3 OR Condition 4)
Here is an example where all conditions belong to the same condition group:
Table 21-4 Example: All Conditions Belong to the Same Condition Group
| Condition | Between Condition Operator | Condition Order | Condition Group |
|---|---|---|---|
|
Condition 1 |
AND |
1 |
1 |
|
Condition 2 |
OR |
2 |
1 |
|
Condition 3 |
OR |
3 |
1 |
|
Condition 4 |
4 |
1 |
The resulting condition for the rule is given by:
Condition 1 AND Condition 2 OR Condition 3 OR Condition 4
Note that the conditions are evaluated in the order given by the values in the Condition Order measure.
Condition Order
The Condition Order measure displays the order in which conditions are evaluated, wither independently or inside a condition group.
Condition Group
The Condition Group measure allows you to group conditions. This is useful when you want to evaluate conditions in a two-step process. First, the conditions are evaluated inside groups. In the second step, the group results are evaluated .
Validation Result
The Validation Result measure displays the condition expressions that are validated.
Invalid Flag
The Invalid Flag measure indicates if a condition is invalid.
Valid Flag
The Valid Flag measure indicates if a condition is valid.
Filter Statistics View
The Filter Statistics View, under the Filter tab, is similar to the Filter Statistics view within the Manage Alert Parameters workspace. The difference is that the filter, in this step, is applied to the Review & Approve workspace views in a similar way to how they are described in the Manage Alert Parameters workspace. For more details regarding the view and the measures, refer to the Filter Statistics view in the Filters step within the Manage Alert Parameters workspace
Figure 21-84 Filter Statistics View
Quick Filter View
The Quick Filter View, under the Filter tab, allows you to review and configure the filter to be applied to the views within the Review & Approve workspace. In this view, you can check filter statistics and configure the filter to be applied to the product, location, and calendar hierarchies (for example, calendar horizon, string search in product attributes, and so on). Once that a change is performed it is applied after running the workspace calculation (either Calculate or F9).
Figure 21-85 Quick Filter View
Quick Filter View - Default Profile Measures
The Quick Filter view contains the following measures.
All Product-Location Count
The All Product-Location Count is a calculated measure used to indicate the total number of product and location combinations assorted.
Main Filter Product - Location Count
The Main Filter Product - Location Count is a calculated measure used to indicate the total number of product and location combinations that were filtered by the filter configured in this view.
Main Filter Product - Location %
The Main Filter Product - Location % is a calculated measure used to indicate, in percentage, how much the filtered product and location combinations represent on the total count of product and location combinations assorted
User Filter Product-Location
The User Filter Product-Location is an editable measure used to restrict the filter by the product and location combinations when the measure User Filter Product-Location is selected.
Product Source Location Association Count Manual Filter
The Product Source Location Association Count Manual Filter is an editable measure used to filter the relevant product and location in the manual transfer view.
Filter To-Be-Reviewed
The Filter To-Be-Reviewed is an editable measure used to add in the filter a condition to display only product and location combinations with alert hits that still need to be reviewed by you.
Filter By Pack Type
The Filter By Pack Type is an editable measure used to define the type of packs that the filter should include in the condition. Valid values are:
-
Both
When selected, the filter includes all pack products – Simple and Complex pack types.
-
Simple
When selected, the filter only includes simple pack type products.
-
Complex
When selected, the filter only includes complex pack type products.
Product Search All
The Product Search All is an editable measure used to define the string to search in all product attributes. Note that the label is a product attribute.
Location Search All
The Location Search All is an editable measure used to define the string to search in all location attributes. Note that the label is a location attribute.
Product-Location Search All
The Product-Location Search All is an editable measure used to define the string to search in all product-location-attributes (for example, lifecycle).
Filter Horizon Past Weeks Duration (weeks)
The Filter Horizon Past Weeks Duration (weeks) is an editable measure used to indicate the number of past weeks that should be displayed in the views where the calendar is available (for example, Inventory planning views). The relevant views are filtered by based on the number of weeks specified here.
Filter Horizon Future Weeks Duration (weeks)
The Filter Horizon Future Weeks Duration (weeks) is an editable measure used to indicate the number of future weeks that should be displayed in the views where the calendar is available (for example, Inventory planning views). The relevant views are filtered by based on the number of weeks specified here.
Note:
Once the workspace calculation is run (either Calculate or F9), the relevant views are filtered based on the filter set up completed in this view.
Review & Approve Action Buttons
The Review & Approve workspace has the following action buttons available:
-
Seed User Filter
Use the Seed User Filter action button to seed the User Filter from a specified alert which populates the Boolean User Filter measure.
-
Run Filters
Use the Run Filters action button for applying the filters in the Review & Approve workspace based on the filter set up completed in the Filter step. For example, filter based on the User Filter measures.
-
Clear Filters
Use the Clear Filters action button for to remove all filters applied to the views within the Review & Approve workspace.
-
Reload Parameters
Use the Reload Parameters action button to reload, from the domain into the workspace, all the replenishment parameters that are managed in the Replenishment Parameters workspace.
-
Synchronize Forecast
Use the Synchronize Forecast action button to reload the latest adjusted forecast from the domain into the workspace and re-calculate the forecast aggregation measures (for example, Forecast W+0 to W+2 Units). It is primarily used when 'what if' scenarios are being worked on.
-
Calculate Plan
Use the Calculate Plan action button to calculate the replenishment for all the products and locations in the workspace’s scope using the set up and parameters available within the Review & Approve workspace. Using this action button you can change the replenishment parameters, by overriding the original values, and complete a what-if scenario to check the impact on replenishment results.
-
Replenishment Approval
Use the Replenishment Approval action button to approve all product and location replenishments that are selected to be approved. When the product and location combination is selected to be approved (measure Approve Replenishment Plan) then the system replenishment is copied to the approved replenishment.
-
Within Day Exported Refresh
Use the Within Day Exported Refresh action button to refresh the exported transfers and inventory plan measures by pulling the values from the domain. Typically, this action is run after the intra-day batch to export transfers and inventory plan is run.
-
Visual Assortment
Use the Visual Assortment action button to calculate the images across the Planning Calendar in the workspace’s scope. This provides you with a visual for the assortment across the calendar.
-
Calculate Inventory Plan
Use the Calculate Inventory Plan action button to calculate the weekly inventory plan for all the products and locations in the workspace’s scope using the inventory plan parameters available within the A & R workspace. Using this action button, you can, for example, change the inventory plan parameters, by overriding the original values, and complete a what-if scenario to check the impact in the weekly inventory plan results.
-
Plan Approval
Use the Plan Approval action button to approve all the products, locations and weeks’ inventory plans that are selected to be approved. When the product, location, and week combination is selected to be approved (measure Approve Plan (Week)) then the system inventory plan is copied to the approved inventory plan. This action button also populates the audit measures that allows you to know when the action was taken and by whom.
-
Calculate Transfer Plan
Use the Calculate Transfer Plan action button to calculate the transfers from the source locations to the destination locations based on the transfer set up completed in the Transfer Step views (for example, allowed transfer locations matrix, units of deficit or surplus).
-
Approve Transfers
Use the Approve Transfers action button to approve all the calculated transfers from the source locations to the destination locations. Specific transfers cannot be chosen by you. All planned transfers within the workspace scope are approved.
-
Clear Transfers
Use the Clear Transfers action button to clear all the planned transfers. It cleans the transfer action and the in and out planned transfer units.
-
Manual Push
Use the Manual Push action button to push the specified units from the warehouse to its destination location. The sequence of steps is:
-
Go to Item-Source Location Level view of Review & Approve.
-
Navigate the location position to the specific warehouse.
-
Update the measure Manual Push Units with the amount equal or less than the Total Source Available Units (the read-only cell).
-
Click Manual Push.
-
Review the value of System Replenishment Plan Out Units.
-
User Filter View
The User Filter View, under the Filter tab, is similar to the User Filter view within the Manage Alert Parameters workspace. The difference is that the filter, in this step, is applied to the Review & Approve workspace views in a similar way to how they are described in the Manage Alert Parameters workspace. For more details regarding the view and the measures, refer to the User Filter view in the Filters step within the Manage Alert Parameters workspace.
Figure 21-86 User Filter View