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Import data to be used in a demand plan

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The following describes how you can import data from other sources in order to create a demand plan based on the imported details. The following options exist:

  • Details from one import ID can be added to another import ID. See Copy/add details below.
  • Details from one import ID created in another company can be added to an import ID in the current company. See Include details below.
  • Delivery schedules from customers can be added to an import ID. See Include from delivery schedule below.

The Refresh and validate option must be used to have the system control that the retrieved details are valid and can be used in a demand plan.

Copy/add details

The following describes how to add details from three different import ID’s to the same import ID in order to create one amalgamated ID with all information that should be retrieved into the demand plan.

  1. Select the Work with imports for demand plan menu item.
  2. On the initial panel, select the first import ID from which you want to copy details and click Copy/add.
  3. You access Work with import for demand plan, Copy/add. Complete the fields as follows for the import ID you selected first:
    4. To import ID
    Enter a code identifying the import ID to which the copied details should be added.
    Clear before
    Set this field to YES to indicate that the import ID to which you are copying details should be cleared before the new details are added.

    Click OK.

  4. Select the other two import ID’s from which you want to copy details, one at a time, as described above. For both these import ID’s complete the fields as follows:
    5. To import ID
    Enter the same import ID code that you specified for the first selected import ID.
    Clear before
    Set this field to NO to denote that only new information will be retrieved and existing records will be updated with fresh values.

    Click OK.

    Every individual import ID that you selected will become a subset of the amalgamated import ID that is being created. You can then create a demand plan based on this import ID. The demand plan will in turn update the IC.

Include details

The following describes how to retrieve details from an import ID that has been created in another company and include them in an import ID that exists in the current company.

  1. Select the Work with imports for demand plan menu item.
  2. On the initial panel, select the import ID into which you want to retrieve details and click Include.
  3. You access Work with import for demand plan, Include. Complete the following fields:
    4. Fr import ID
    Enter the code identifying the import ID from which you want to retrieve details.
    Cmp
    Enter the code identifying the company where the import ID is created from which you want to retrieve details.
    Clear before
    Set this field to YES to indicate that the selected import ID should be cleared before the details from the other company’s import ID are included.

    Click OK.

Include from delivery schedule

The following describes how to retrieve details from an inbound delivery schedule and include them in an import ID.

  1. Select the Work with imports for demand plan menu item.
  2. On the initial panel, select the applicable import ID and click Include delivery schedule.
  3. You access Work with import for demand plan, Include from delivery schedule where you define from which delivery schedule you want to retrieve details and to which customer this delivery schedule belongs. Complete the following fields:
    4. From cust
    Enter the customer of the delivery schedule from which details should be retrieved.
    Delivery schedule number
    Enter the number of the inbound delivery schedule from which details should be retrieved.
    Clear before
    Indicate if the selected import ID should be cleared before the details from the inbound delivery schedule are included.

    Click OK. Exit the routine.

    Validation
    When you have imported details to be used in a demand plan the system must check that the detailed information is without any errors before it can be used. You do this by selecting the Refresh and validate option on the Work with import for demand plan main panel. If errors are found, then alerts are sent to the user who originally created the selected import ID.

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