Predefined Sales and Operations Planning Exceptions

The basis for all predefined sales and operations planning exceptions is Measure. The following table lists the predefined sales and operations planning exception reports, their descriptions, the base measure used for the exception, and the levels.

Sales and Operations Planning Exception Name	Description	Base Measure	Levels
Demand Quantity Not Satisfied	The satisfied demand (Constrained Forecast measure) is less than the required demand (Net Demand measure) for a planning time bucket. This exception can occur if lead times are enforced or capacity constraints are considered. When this occurs, demand is backordered (Backorder measure).	Unmet Demand	Month Organization Item
Items Below Safety Stock	The projected available balance (Projected Available Balance measure) is below the specified safety stock (Safety Stock measure) level for a planning time bucket. If the exception extends beyond one time bucket then the planning process reports one exception with the start and end dates to reflect the duration.	Projected Available Balance	Month Organization Item
Items with a Shortage	The projected available balance (Projected Available Balance measure) has a negative value for a planning time bucket. It's unlikely for this exception to occur in a sales and operations plan.	Projected Available Balance	Month Organization Item
Resource Overloaded	The resource utilization (Resource Utilization Percentage measure) exceeds 100 percent for a planning time bucket. If the exception extends beyond one time bucket then the planning process reports one exception with the start and end dates to reflect the duration. In a sales and operations plan that considers work center capacity constraints, it's still possible for resources in a work center to be overloaded.	Resource Utilization Percentage	Month Organization Resource
Work Center Overloaded	The work center utilization (Resource Utilization Percentage measure) is greater than or equal to 100 percent for a planning time bucket. If the exception extends beyond one time bucket then the planning process reports one exception with the start and end dates to reflect the duration. In a sales and operations plan that considers work center capacity constraints, it's still possible for resources in a constrained work center to be overloaded. Additionally, only the capacity for Constrained Work Center Level Members are considered, whereas other work centers are unconstrained and can exceed 100 percent.	Resource Utilization Percentage	Month Organization Work Center
Supplier Capacity Overloaded	The supplier item capacity utilization (Supplier Capacity Utilization Percentage measure) exceeds 100 percent for a planning time bucket. If the exception extends beyond one time bucket then the planning process reports one exception with the start and end dates to reflect the duration. In a sales and operations plan that considers supplier capacity constraints, it's still possible for supplier items in a category to be overloaded.	Supplier Capacity Utilization Percentage	Month Supplier Site Item
Supplier Category Capacity Overloaded	The supplier category capacity utilization (Supplier Capacity Utilization Percentage measure) is greater than or equal to 100 percent for a planning time bucket. If the exception extends beyond one time bucket then the planning process reports one exception with the start and end dates to reflect the duration. In a sales and operations plan that considers supplier capacity constraints, it's still possible for supplier items in a category to be overloaded.	Supplier Capacity Utilization Percentage	Month Supplier Site Category 1
Lead Time Compression	This exception can occur for a planning time bucket when purchasing and transfer lead time compression is allowed. The exception quantity is the number of time buckets that have been compressed. For example, if a supplier item has a 3-month lead time and the item is required in 2 months, then the exception quantity is 1. If the Allow purchasing and transfer lead time compression plan option isn't selected, then a Demand Quantity not Satisfied exception can occur.	Lead Time Compression	Month Supplier Site Organization Item
Consensus MAPE Exceeds Threshold	The mean absolute percentage error (MAPE) value for the consensus forecast exceeds 20 percent for an item in an organization.	Consensus Forecast MAPE	Organization Item
Significant Deviation between Final Sales Forecast and Consensus Forecast	The deviation between the Final Sales Forecast quantity and the Consensus Forecast quantity exceeds 20 percent for a planning time bucket.	Deviation Between Final Sales Forecast and Consensus Forecast	Month Zone Organization Item
Significant Deviation between Final Marketing Forecast and Consensus Forecast	The deviation between the Final Marketing Forecast quantity and the Consensus Forecast quantity exceeds 20 percent for a planning time bucket.	Deviation Between Final Marketing Forecast and Consensus Forecast	Month Item
Significant Deviation between Shipments History and Consensus Forecast	The deviation between the Shipments History quantity and the Consensus Forecast quantity exceeds 20 percent for a planning time bucket.	Deviation Between Shipment History Shipped Items by Requested Date and Consensus Forecast	Month Zone Organization Item
Significant Deviation between Financial Forecast and Operating Plan Value	The deviation between the Financial Forecast Value and the Operating Plan Value exceeds 20 percent for a planning time bucket.	Deviation Between Financial Forecast and Operating Plan Value	Month Organization Item
Significant Deviation between Financial Forecast and Unconstrained Operating Plan Value	The deviation between the Financial Forecast Value and the Unconstrained Operating Plan Value exceeds 20 percent for a planning time bucket.	Deviation Between Financial Forecast and Unconstrained Operating Plan Value	Month Organization Item
Significant Deviation between Last Year Shipments and Operating Plan Value	The deviation between the Shipments History Value 1 Year Ago and the Operating Plan Value exceeds 20 percent for a planning time bucket.	Deviation Between Last Year Shipments and Operating Plan Value	Month Zone Organization Item
Significant Deviation between Current and Prior Consensus Forecast Value	The deviation between the Consensus Forecast Value and the archived Consensus Forecast Value exceeds 20 percent for a planning time bucket.	Deviation Between Current and Prior Consensus Forecast Value	Month Zone Organization Item
Significant Deviation between Current and Prior Operating Plan Value	The deviation between the Operating Plan Value and the archived Operating Plan Value exceeds 20 percent for a planning time bucket.	Deviation Between Current and Prior Operating Plan Value	Month Zone Organization Item