Generate / Share View Link for Forecast Strategy, SOP Planning Worksheet, and Collaboration

Generate / Share View Link for Forecast Strategy, SOP Planning Worksheet, and Collaboration

If making changes to Forecast Strategy, SOP Planning Worksheet, and Collaboration, and you would like to share these changes with a colleague, you can click the Generate/Share View Link and send that URL to your colleague so they can view the changes. 






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    • Planning Worksheet

      The supply planning process involves the delicate art of balancing unconstrained demand forecasts with organizational constraints like people and resources. Balancing or creating a supply plan is done either by (a) Production - manufacturing the ...
    • Collaboration

      Collaboration Overview Traditionally, planners spend most of their time in our enterprise equivalent module or workbench, a collaboration module to be used as a tool to edit the forecast and come to a consensus unconstrained demand plan. ...
    • Ladder Planning

      The Ladder Planning tool is used in addition to the Planning Worksheet for customers who need to keep track of weekly cash register sales (POS sales), and to make sure inventory meets demand. The Ladder Plan only allows Item and Customer data to be ...
    • Calculate Net Forecast

      Net forecast should be calculated on Stock or Customer level. The calculations are all done at the Stock or Customer level, so in order to see the numbers line up correctly, you'll need to view these at the Stock or Customer level. Aggregating the ...
    • Planning Objects

      Manage the data objects available in S&OP from the Planning Objects section of the Settings module. Add New Planning Objects To add a new Planning Object for S&OP, first click the + Add New button. The Add Planning Object drawer will slide out. Under ...