Planning Period

Global Data settings allow you to define custom periods with specific start and end dates and integrate this functionality within the collaboration and planning grids. In the collaboration and planning grids, users will be able to select from the available custom periods as part of the aggregation pulldowns.

Under the Planning Period section, you can define and manage custom period names, start dates, and end dates and add and edit multiple custom periods.

• Related Articles

• Planning Period

  Change the period that is displayed by default within the system. Change planning period start date To change the planning period start date, first selecting a beginning planning period from the dropdown. Then select a planning horizon strategy from ...

• 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 ...

• 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 ...

• Custom Calendar Period

  Under the custom Periods section, multiple custom calendars can be created. You can enter a custom period name and a start date for the custom calendar, and specify multiple sequential periods with names and end dates.

• 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 ...