Reorganized Options and Settings

We have changed how options are managed. Though the settings are the same, we have now organized them as tabs and also provide the option when S&OP is enabled to apply the change to either S&OP or requirement planning. This provides great flexibility to decide when a planning attribute is applied. If an attribute is applied at the time of requirement planning it will be used the next time the supply plan is run. If the change is applied in S&OP it will be applied to requirement planning when the S&OP is approved. We have also reorganized and renamed some of the settings in each section to make them more intuitive and consistent across the platform.

Updated Item Planning Detail View

The item planning detail view has been reorganized to allow for information to be more easily accessible and settings managed. The General Item Analysis Tab has been removed in favor of just the Options Tab and a new Side Panel of metrics. Please read the article Item Planning Details Page Overview to learn more.

New Notes Functionality

Notes may now be added to custom reports. When adding a note, simply check the box "Show note in reports" to include the subject in the report. More than one note may be included at a time in reports. To exclude the note, simply un-check the box.

Days on Hand Calculation

Days On Hand is now included in the supply plan as a row and also in the classification analysis. This is the measure of how many days of inventory is on hand based on the forward demand plan.

In the Classification Analytic, the measure is name "Days of Forward Supply"

New Transfer Order Option

We added an Order Type option when setting up source / destination relationships that issues a purchase order between locations as opposed to a transfer order. The option is enabled in either multi-edit or the options tab of the destination location item. See image below of the items option tab.

1. The setting is found by clicking on the items option tab
2. Click on the Manufacturing/DRP settings group
3. Selecting Order Type and change to Purchase to override the default Transfer order requirement
4. Click Save to immediately apply the value in the plan

The same setting is located in the multi-edit settings interface.

New Safety Stock Setting

There is now a new setting " base level of safety stock." It will be used in case the calculated / whatever other SS option has a lower value. The option is enabled in either multi-edit or the options tab of the item. See image below of the items option tab.

1. The setting is found by clicking on the items option tab
2. Click on the Safety Stock settings group
3. Enter a value in Base level of safety stock setting
4. Click Save to immediately apply the value in the plan

The same setting is located in the multi-edit settings interface.

S&OP Enhanced Parallelism

We have added the capability for each customers context demand plan to be run independently without affecting other contexts. This allows users to manage demand plans in parallel. This is invisible to the end user so there is no new action required.

S&OP Change Log Undo Button

For our S&OP users, we have added an Undo Button to the S&OP Change Log to easily undo unwanted changes. To learn more, read the article S&OP Change Log.

S&OP 5 Year Plan Option

For our S&OP users, we have added an option for a 5 year plan horizon increased from 3 years as the prior max horizon. The setting is located in System Settings under S&OP Planning Settings where you can choose the length of how far to view the plan in the app as well as how far out to statistically forecast.

Please note that increasing the horizontal will slow the demand planning process a little due to the added time frame.

S&OP Edit Cost Values

For our S&OP users, we are adding the capability to edit cost values into the future in the same manner as the selling price may be edited. To learn more please read the article Editing Costs in the Demand Plan

S&OP Remove Stand-Alone Pareto Process Step

Finally, for our S&OP users, we have eliminated the need to run Pareto as a pre-requisite to run the demand plan. This is now part of the demand planning process with logic that defines when the Pareto should be run automatically. As you can see from the image below, the Run the Pareto step has been removed as well as the Pareto field in the progress bar.