Campaign Templates

Campaign Templates

Create campaign templates for use in S&OP Campaign Planning. 

Campaign planning is a common scheduling requirement for the process industries where setup and cleaning times are significant.  A campaign is a series of consecutive production orders of the same or similar products on a production line. By grouping similar products together, changeover times and costs are minimized. When creating an MPS, simple volume planning by item is not sufficient for process industries. Products are usually made in campaign which could span multiple periods.

  1. First we need to create a Manufacturing Method then Operations then Process data for the item we wish to create a campaign where we will be defining the Resources. Once that is done, we will get a match in campaign Planning Module once we try to create a new campaign using that particular item and resources.






  1. Now we can create a Campaign Template. Click +New to launch the New Campaign Templates drawer. 





  1. Type a Name and Description for the Campaign Template. 
  2. Click +Add new item to start selecting items for the campaign template rows.
  3. Double-click the yellow box to launch the dropdown menu of items to select.  Click an item to select it for the campaign template row.





  1. Click +Add new item again if you wish to repeat the process of selecting additional items for the campaign template rows.
  2. Click Save.





  1. The new Campaign Template will appear in the list. The Campaign template can now be used in Campaign Planning from the Create Campaign 'Campaign Template' dropdown. 






  1. You can now go to Campaign Planning and create a campaign from a created template.









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