Overview

The internal demand for a specific business unit is filled manually within the demand planning scenario. Within the process, there is an option to import data from a spreadsheet.

The analytics set which comes from scenario settings will guide you through this process. The analytics set can also include a warehouse and an assignment.

All scenario-specific assumptions need to be reviewed. This will help you make a root cause analysis within the review process.

In comments to each plan figure, it is important to describe the demand disclaimers, information sources, assumptions considered, and adjustments made. This will help you make a root cause analysis later.

As a result of the process, the inventory consumption plan for the specific business unit is filled and submitted to demand planning.

Capture inventory consumption plans for business units manually flowchart

Paths

How to find and review budget tasks

1. Go to Budgeting and planning and click My budget tasks under Budget process.

2. Find the Budget task related to the budgeting process step and open it.

3. In the Budget task document, click the Additional information tab.

4. Review the time requirements in the Due date field.

5. Review the task details in the Instructions field and make sure you understand them.

6. Review the start date and time in the Start field.

7. Review the Main task and Process stage - base document fields.

8. Click the hyperlink in the middle of the form and review the input settings.

9. Click the Task action tab.

10. Click Enter plan to drill down to the entry form to fill in or the reference document.

Paths

How to capture inventory consumption plans manually

Fill header

1. Go to Master data and settings and then click Budgeting and planning under Master data and sections.

2. Select the Inventory consumption plans check box under Planning.

3. Go to Budgeting and planning and then click Inventory consumption plans under Sales and operations plans.

4. Open the Inventory consumption plan document, and then click the Main tab.

5. Fill the Scenario and the Plan profile relevant for the planning step.

6. Specify the Period to fill.

7. Choose the Business unit (or Dispatching unit), Warehouse, or other applicable dimension, if required by the plan profile settings.

8. Click the Goods tab.

9. Click More actions → Periods → Periods in column.

Fill lines manually

1. Choose the Item.

2. Review the time buckets applied and specify a Quantity for the required Periods.

3. Select the cell and specify relevant notes in the Comment field, if required.

Import lines from spreadsheets

1. Click the Import from external file icon.

2. In the import from external file form, paste data copied from the spreadsheet.

3. Click Next. The system will automatically parse all the data pasted and fill in the form with the system master data.

4. Review and amend the information and click Move and close.

The system will automatically fill in the form.

Finalization

1. Review the list of product categories and quantities for completeness.

2. Select the lines and click More actions → Cancel plan lines / Clear marks if you want to exclude product categories from the document.

3. Set the Created status, specify notes in the Comment field, and then post the document.

4. The system checks for completely blank lines before posting the document. Click More actions → Delete empty lines to delete all blank lines. 

5. The system will highlight all canceled quantities in a transparent color.

Paths

How to submit inventory consumption plans for business units

1. Go to Budgeting and planning and then click Planning process management under Tools.

2. Choose the Scenario and specify the planning Period.

3. Find the Plan profile related to the process.

4. Double-click the relevant flowchart area, select the plan document, and click Set status → Submitted.

The system will automatically set the Submitted status for the document.

How to complete budget tasks

1. Go to Budgeting and planning and click My budget tasks under Budget process.

2. Find the Budget task related to the process step and open it.

3. Enter the date of completion in the Completed field.

4. Click Complete and close.