Inventory Planning processes

This page shows the functional flow of different processes in Inventory Planning.

This page shows a summary of inventory planning alerts based on how well different key performance indicators (KPIs) perform.

This page enables you to review performance of all key performance indicators (KPIs) and manage the product and location prioritization for a better inventory plan.

This page enables you to understand the definition and performance of each KPI for an individual product and location combination.

This page allows you to review the exceptions and alerts for each product against the inventory plan.

This page allows you to review the exceptions and alerts for each location against the inventory plan.

This page enables you to import the demand forecast data into the inventory planning app. This allows you to analyze a variety of metrics and align inventory with forecasts.

This page enables you to control how, for a given customer, its demand is disaggregated to the locations which serve it.

This page lets you control how, for a customer and product combination, its demand is split between the locations it serves.

This page enables you to create and manage events to represent point-in-time changes in the customer ‌location disaggregation. 

This page shows the distribution center disaggregation volumes for a product across all locations.

This page shows the final disaggregation volume output for a product and customer combination. You can identify product x customer combinations where the demand following disaggregation to a location doesn't equal the original demand fed into it.

This page summarizes all relevant statistics linked to a location and product combination. You can view the demand history and performance of the forecast in line with the trend and mean, as well as C–Var.

This page enables you to identify outliers in the historic forecast error, that is forecast vs actual demand, and determine ways to correct the data. It also enables you to review the impact of error correction in unit terms resulting from both system and manual correction at a location and product level.

This page shows if history of the Product – Location follows a normal distribution. It helps you understand the distribution of historic demand, where occurrences represent the number of periods with a particular deviation vs the mean.

This page provides the Historic Cumulative Distribution Analysis of the Product – Location by comparing the Expected Normal and Actual Distribution. If the actual distribution isn't S-Curve, it shows that the demand is highly variable and the inventory policy should be set to Fixed Quantity.

This page shows the values specified by the Input to Safety Stock parameter, where Z Value is variable ‌based on the service level.

This simulation page allows you to perform offline modeling in order to examine how different safety stock decisions affect the quantity of inventory being stored.

This page shows products by distribution center (DC) location based on how much demand they have had in the past (ABC) and how often that demand has changed (XYZ).

This page provides an analysis of products by location based upon the magnitude of their historical demand.

This page displays all products by location with current and system recommended ABC–XYZ segmentation classifications.

This page allows you to review and edit ABC status and commit to the customer core business data.

This page allows you to review and edit XYZ status for product by customer and commit to the customer and product core business data.

This page enables how the Forecast Consumption should be removed from the forecast, where there's action demand for a future period. This makes sure actual demand, such as open orders, isn't treated as additional to ‌forecasted demand.

This page enables you to review the demand being fed into the inventory plan.

Review the open purchase orders and control which are included in the inventory plan.

The Manage Inventory Statuses page allows you to exclude products with specific statuses from available inventory. For example, include only the available products for inventory calculations, and exclude those marked as damaged or expired.

The Set Inventory Policies by Segment page facilitates the customization of inventory policies based on the intersection of ABC and XYZ classifications. For example, high-value items with variable demand may require a different replenishment strategy compared to low-value items with stable demand.

The Manage Standard Costs page enables the override, forecast costs, and uplifts for the products on a product-by-product and week-by-week basis.  

This page enables you to plan the movement of inventory between locations. For example, where inventory rebalancing needs to take place.

This page displays a network with standard arrangements for ‌locations that act as the primary source of inventory for other locations. It's defined in the application and then automatically processed by the implied sourcing flow.

This page allows you to organize the inventory at the location and product level using different settings and inputs.

This page allows you to compare the Unconstrained input and the Constrained output of Production Planning.

This page enables you to compare the output of two different scenarios to one another.

This page enables you to review reorder suggestions from the inventory plan.

The Next Reorder table displays details of the next order quantity for each product for the selected scenario, product and location.

The page provides an overview of inventory planning activities, KPIs, and overall health of inventory across different distribution centers.

This page enables you to review and manage the required supply for a selected supplier. 

This page manages the supplier master data categories. Use the Override Default Transit Mode to set the preferred transit mode for the location, product, and supplier combination.

On this page, you can select a preferred sourcing strategy for a location, product, transport, and supplier combination based on the cost.

This page enables you to respond to ‌sustainability survey questions.

On this page, the supply planners / procurement managers can approve the supplier sustainability criteria. This criteria is based on the supplier response data from the Supplier Sustainability Input page.

This page enables the supply planner to analyze the sustainability overview of the suppliers. 

The bill of materials (BOM) Structure page displays the details and characteristics of finished goods.

The BOM Inputs page displays the details of the finished goods, multiple levels of BOM components, and their characteristics. 

This page provides information on the demand for the selected component and helps you find which finished goods are using that component. 

This page provides the details of the requirements, incoming receipts, and closing inventory of the components.

This page provides details of any shortfalls for selected goods during the master production schedule.

This page enables you to review rounded disaggregated consensus forecast for product and customer combinations across locations on a world map.  

This page displays inventory and remaining days supply by distribution center.

This page enables you to review the inventory plan output in different units of measurement (UoM).

This page enables you to review excess inventory, new shortfall, and opening inventory by product across locations on a map. 

This page enables you to determine areas where a product is surplus in one place and deficient in another, which can serve as a starting point for potential inventory transfers.

This page provides key metrics about the status of your inventory. This includes how long each item of inventory typically spends in storage before being sold or used.

This page provides a way of simulating your inventory aging based on existing age categories.

This page allows you to review the remaining shelf-life (RSL) of your inventory across the network. The page groups the shelf-life into different configurable bands for ease of viewing.

This page identifies inventory that has been manually recorded as expired in the inventory plan.

This page enables you to determine the risk associated with current inventory, that may expire in the future with the forecasted demand.

This page enables you to carry out forecast accuracy analysis for a specified date range. You can analyze by plan, plan input, and period against actual demand in both unit and revenue terms. This provides valuable insight into the accuracy of each of the Consensus Plan's inputs. It also gives direction based on the selection by period when creating the plan.

This page enables you to perform forecast accuracy reporting and analysis by plan, plan input, and period against actual demand.

This page allows you to review how forecast accuracy and bias are evolving over time, for a production and location combination.

This page enables a system administrator to manage the settings in the Inventory Planning application, at a global level. Each section of this page defines system default settings for each stage of Inventory Planning.

This page enables you to manage scenarios and classifications used for inventory planning.

This page enables you to manage blank list items in product, location, work center, and other lists for use in various areas of the planning process.

This page enables you to identify and delete all items that have been disconnected from their parent record. 

This page enables you to manage the available transfer lanes between different locations.

This page enables you to view and update the required transfer lanes for different transportation modes.

This page enables you to define the inventory policies available in the app.

This page enables you to create and delete days supply targets for inventory. These are the number of days for which a business wants to have enough stock on hand to meet demand.

This page enables supply planners to view and manage the sustainability categories and questions. 

This page shows the disaggregation percentages at a Customer–Location level. You can manually manage percentages for use in the DC disaggregation process.

This page allows you to manage the available time filter choices. These determine how data is displayed across Inventory Planning app graphs, including the history and future periods. Additionally, you can manage ‌which pages these time filters apply​ to.

This page enables you to manage the custom public product filter options.

This page enables you to manage the My Product custom filter options.

This page enables you to manage how the KPIs are evaluated and prioritized in the exception alert reports.

This page allows you to set the configuration for inventory planning workflows. 

This page manages the days supply categories for the inventory reporting across the rest of inventory planning. You can create, sort, and delete categories.

This page defines the age categories for the inventory reporting across your dashboards.

This page enables you to manage the list of remaining shelf life (RSL) categories used in inventory reporting.

This page enables you to configure and manage geo mapping for a location, supplier, and customer.

This page enables you to create and manage processes associated with rolling ‌applications forward to a new planning period. 

This page displays product effectivity by location-product selection. The product master data drives product effectivity but is calculated at the location-product level and summarized on this page.

This page enables you to create, update, and manage forecast archives.