Overview
Here you will learn how to receive and understand external (sales forecasts) and internal (inventory consumption plans) demand plans.
To ensure the data is correctly processed, you might need clarifications. You can only initiate the master planning process once you have a clear understanding of the demand data.
As a result of the process, the external and internal demand plans are received and understood.
Review confirmed demand plans 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
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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 → Budgeting and planning reports → Sales forecast fulfillment by business unit → Sales forecast fulfillment by warehouses |
|---|---|
| In-app link EN code |
e1cib/data/Catalog.ReportsOptions?ref=89db0050569f7a5511eda3bd48296efb
|
| In-app link RU code |
e1cib/data/Справочник.ВариантыОтчетов?ref=a7a9000d884fd00d11e4c1801d78f288
|
How to review external demand plans
1. Go to Budgeting and planning → Budgeting and planning reports and click Sales forecast fulfillment by business units under Sales and operations plans.
2. Click 
and select Sales forecast fulfillment by warehouses.
3. Specify the planning Period.
4. Select the Scenario related to the confirmed demand plans. See how to Release demand plans.
5. Generate and review the report figures.
Paths
Path | Budgeting and planning → Budgeting and planning reports → Fulfillment of the inventory consumption plan by business units → Fulfillment of the inventory consumption plan by warehouses |
|---|---|
| In-app link EN code |
e1cib/data/Catalog.ReportsOptions?ref=89db0050569f7a5511eda3bd48296e72
|
| In-app link RU code |
e1cib/data/Справочник.ВариантыОтчетов?ref=879a2cfda1bfb27511eb19119ac97431
|
How to review internal demand plan
1. Go to Budgeting and planning → Budgeting and planning reports and click Fulfillment of the inventory consumption plan by business units under Sales and operations plans.
2. Click and select Fulfillment of the inventory consumption plan by warehouses.
3. Specify the planning Period.
4. Select the Scenario related to the confirmed demand plan.
5. Generate and review the report figures.