Automatically Submit Scheduled Processes for Planning Level Profiles

This topic explains how you can automatically submit the Aggregate Collected Planning Data and Create Trees for Dimensions scheduled processes for your planning level profiles.

The Aggregate Collected Planning Data scheduled process aggregates the customer data according to the hierarchy-level combination in a planning level profile. When this scheduled process is run, a pseudo member is created for each member at the selected hierarchy level of the planning level profile. For example, if you've 100 customer sites that come under five customer zones (East, West, North, South, and Central), and your planning level profile is aggregating data at the zone level, the scheduled process creates five pseudo members, one for each level. The data for the 100 customer sites is aggregated under these five pseudo members. The names of the pseudo members will be in the ~~<member name> format, and a number might be appended to a pseudo member's name to make it unique. In the example, the created pseudo members will be ~~East, ~~West, ~~North, ~~South, and ~~Central.

The Create Trees for Dimensions scheduled process aligns the pseudo members with their parents.

You can configure the Aggregate Collected Planning Data scheduled process to be automatically run in the targeted mode at the end of the collection of planning data through the Collect Planning Data page or Load Planning Data from Flat Files scheduled process. Similarly, you can configure the Create Trees for Dimensions scheduled process to be automatically run in the net change mode after the end of the Aggregate Collected Planning Data scheduled process.

For configuring the Aggregate Collected Planning Data scheduled process, you must add the InvokeAggregateCollectedPlanningDataFromCollection=Yes profile value to the SCP_PARAMETER_OVERRIDES profile option code. The scheduled process is automatically run for all planning level profiles in the Enabled or Ready status.

For configuring the Create Trees for Dimensions scheduled process, you must add the InvokeCreateTreesFromAggregateCollectedPlanningData=Yes profile value to the SCP_PARAMETER_OVERRIDES profile option code.

Tip: If you're collecting planning data often, you might decide not to automatically submit these scheduled processes and instead manually submit them as required.

Before you start

You might need to work with someone who has administration privileges to make these profile-related changes.

Here's what to do

1. In the Demand Management work area, on the Tasks panel tab, in Configuration, click Manage Planning Profile Options.
   The Manage Planning Profile Options page opens.
2. Search for the SCP_PARAMETER_OVERRIDES profile option code.
3. If the SCP_PARAMETER_OVERRIDES profile option code exists, then follow these steps:
   1. Click the New icon.
      A new row appears for the profile value.
   2. Add the profile values as follows:
      • Profile Level: Select Site to set the value globally for all users. Select User to set the value for a specific user, in which case you must then select a user. User-level values take precedence over the site-level value.
        Note: Whether you can select the site or user depends on the enabled profile levels in the profile option code.
      • Profile Value: Enter the following: InvokeAggregateCollectedPlanningDataFromCollection=Yes;InvokeCreateTreesFromAggregateCollectedPlanningData=Yes
        Note: You can enter multiple profile values for a profile level provided you separate them with the space or semicolon. If the profile level already exists, you must append the new profile value to the existing profile values for the profile level.
   3. Click Save and Close.
4. If the SCP_PARAMETER_OVERRIDES profile option code doesn't exist, then follow these steps:
   1. In the Setup and Maintenance work area, on the Tasks panel tab, click Search.
      The Search page opens.
   2. Search for and open the Manage Profile Options task.
      The Manage Profile Options page opens.
   3. In Search Results: Profile Options, click the New icon.
      The Create Profile Option page opens.
   4. Create the profile option as follows:
      • Profile Option Code: SCP_PARAMETER_OVERRIDES
      • Profile Display Name: SCP_PARAMETER_OVERRIDES
      • Application: Planning Common
      • Module: Planning Common
      • Start Date: Current date

      Leave the remaining fields blank.

   5. Click Save and Close.
   6. For the profile option levels for the profile option, select the check boxes in the Enabled and Updatable columns for both the Site and User levels.
   7. Click Save and Close.
   8. In the Demand Management work area, open the Manage Planning Profile Options page.
   9. Search for the SCP_PARAMETER_OVERRIDES profile option code.
   10. Set the profile level and values as previously explained.
   11. Click Save and Close.