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Create a work file for a planner’s collection view

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The planner’s collection view contains historical and expected future data for a demand plan. See Work with a planner’s collection view for more information. This data is retrieved from a work file which must be created. This routine is manually initiated or started by a calendar job. To start it manually, do as follows:

  1. Select the Create work file for planner collection view menu item.
  2. You access the Planner collection view start-up panel. Only one of the fields can be set to YES:
  3. Rebuild
    Indicate if a work file for Iptor PlannerView should be recreated. If YES, then existing records are deleted and the file will be created from the beginning.
    Update
    Indicate if the previously created work file for Iptor PlannerView should be updated. If YES, then all period values from the actual period are removed and then the file will be updated from previous period and forward.

    Click OK to start the process.

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