Import Sales and Operations Planning

Explanation

This activity is used to import sales and operations planning values available in the Sales and Operations Planning for Make to Stock or/and Sales and Operations Planning for Make to Order to be used in the business planning process.

By default, imported planning values will include values for all parameters defined in Integration Parameters for Sales and Operations Planning page. However, users can limit the import by selecting Only Include Assumption Driver Values or Only Include Planning Drivers and Account Values.

By default, Sales and Operations Planning for Make to Stock or /and Sales and Operations Planning for Make to Order in either Approved or Closed status are included in the import. The user can however select to additionally include plans in status In Progress if required. If planning values from In Progress Plans should be considered in import, Include In Progress Plans parameter should be selected.

In the transfer assistant only MS Sets and Period Versions used in sales and Operations Planning are available for selection. For a selected combination of MS Set and Period Version, the relevant Sales and Operations Parts are displayed for selection. Note that the available information might be further limited depending on site access of the planning unit user and from the planning dimensions definitions on the planning unit.

It is also required to have a one-to-one connection between the Accounting Periods and Statistic Periods connected to the Business Plan and Sales and Operations Planning respectively.

The functionality support both single and multi-company import. When Sales and Operations Planning values related to sites in other companies than the company holding the Business Plan are required, such companies must be connected to a Planning Entity in the planning company. Note that for multi-company scenarios the business plan should have the Planning Entity dimension set as Used.

Prerequisites

• In order to perform this activity, the user should be defined as administrator with access to the specific planning unit or as a user of the planning unit with the option Planner enabled.
• Sales and Operations Planning for Make to Stock or /and Sales and Operations Planning for Make to Order should be in either In Progress, Approved or Closed status should exist.
• Integration Parameters for Sales and Operations Planning should be set up prior to import.
• When required, the Planning Dimensions used for Site, MS Set and Sales and Operations Planning Part should be set to Used.
• If the length of the Product Family Master parts exceeds the allowed length of the Code Part selected for Sales and Operations Planning Part parameter, then Sales and Operations Planning Parts Mapping should be done.
• Planning Entities should be properly defined along with the company connection in the General Planning Basic Data/Planning Entities page to import balances from multiple companies.
• The Statistic Periods and Accounting Periods connected to the Business Plan and Sales and Operations Planning should match to perform the import.

System Effects

As a result of this activity, Sales and Operations Planning values would be imported from the specified company to the planning unit creating new planning transaction rows.

Pages

Planning Unit

Activity Diagrams

Create Planning Transactions