Overview

Within the planning horizon, you need to adjust company-specific figures based on the consolidated inventory consumption plan and then apply them.

All estimates and assumptions of potential impacts of these adjustments are recorded in the calculation and filling rules specified in the plan profile. They represent a list of relevant product categories and item filters.

In the document, you need to indicate M&A activities, running or upcoming business activities, events, and/or projects considered in these adjustments.

As a result of the process, the inventory consumption plan is adjusted to business specifics, and reasons are recorded.

Adjust inventory consumption plans for business specifics 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 adjust inventory consumption plans for business specifics

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 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. In the Comment field, specify the business activities, events, and/or projects you consider in this adjustment document.

9. Click the Product categories / Goods / Manufactured products tab.

10. 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.

11. Review the information and check that the data is complete.

12. Correct the figures if necessary.

13. Specify any relevant notes, such as special requirements, in the Comment field.

14. Click  and attach additional files.

15. Set the Created status and post the document.

Paths

How to submit inventory consumption plans adjusted for business specifics

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.