Overview
Within this process, you need to correctly distribute adjusted inventory consumption plans by periods (months or weeks) in accordance with seasonal indexes. See how to Maintain seasonal indexes.
This process applies only to industries where this factor is significant.
As a result of the process, the inventory consumption plan is distributed by periods based on seasonal indexes.
Distribute inventory consumption plans by periods based on seasonal indexes flowchart
Paths
| Path | Budgeting and planning → Budget process → My budget tasks |
|---|---|
| In-app link EN code |
e1cib/list/Task.BudgetTask
|
| In-app link RU code |
e1cib/list/Задача.БюджетнаяЗадача
|
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. Note Hyperlinks in steps 8 and 10 appear if Plan entry is selected in the Action field.
Paths
| Path | Budgeting and planning → Sales and operations plans → Inventory consumption plans |
|---|---|
| In-app link EN code |
e1cib/list/Document.InventoryConsumptionPlan
|
| In-app link RU code |
e1cib/list/Документ.ПланВнутреннихПотреблений
|
How to distribute inventory consumption plans by periods based on seasonal indexes
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.
7. Choose the Business unit (or Dispatching unit), Warehouse, or other applicable dimension, if required by the plan profile settings.
8. Click the Product categories / Goods / Manufactured products tab.
9. Click Fill in categories / goods → By default rule. The system will automatically fill the lines in accordance with the Population settings of the Plan profile. Fill in the lines manually or choose other filling options if necessary.
10. Review the information and check that the data is complete.
11. Correct the figures if necessary.
12. Specify any relevant notes, such as special requirements, in the Comment field.
13. Click 
and attach additional files.
14. Set the Created status and post the document.
Paths
| Path | Budgeting and planning → Tools → Planning process management |
|---|---|
| In-app link EN code |
e1cib/app/DataProcessor.PlanningProcessManagement
|
| In-app link RU code |
e1cib/app/Обработка.УправлениеПроцессомПланирования
|
How to submit inventory consumption plans distributed by periods based on seasonal indexes
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.