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  9. Retrieve/generate SOP data

Retrieve/generate SOP data

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This can be done either manually or automatically through a batch job.

  • Item data can be generated manually from the Work with sales and operation plan, Included items panel. Through this function all items that belong to the selected item group/family/sector or department section are added to the sales and operation plan. See Retrieve data manually below.
  • Item data can also be retrieved from an Inventory Control forecast or from a demand plan. This is done from the Sales and operation plan, Creation batch job. Only active items, i.e. items that are included in the forecast, are retrieved. See Retrieve/generate SOP data using batch job below.

The retrieved item data is used in the SOP calculation. During the sales and operation plan calculation, the system calculates the inventory value that is displayed in the Supply field on the Work with sales and operation plan, SOP values panel.

Retrieve data manually

  1. Select the Work with sales and operation plans menu item.
  2. On the initial panel, select the sales and operation plan you want to work with and click Details.
  3. You access Work with sales and operation plan, Included XXXXX. (Note: The sub-heading of this panel differs depending on what key value id is connected to the selected sales and operation plan). Select the key value id (Item group/family/sector or Department section) for which you want to generate items and click Items.
  4. You access Work with sales and operation plan, Included items. Click Generate items.
  5. You access Generate SOP items. Select one of the radio buttons in the Weight calc base field to indicate the value to be used as the base for the calculation of the percentage of the total sales and operation plan value.

    See the Panel help for detailed information about the field descriptions. Click OK to generate SOP items according to the selected weight calculation base.

  6. You return to Work with sales and operation plan, Included items where all generated items are displayed. Note: If you plan to use the SOP to update the Inventory forecast in DC1 Inventory Control, you must enter a weight value for the included items. This value indicates the amount to be produced and may refer to any method of measurement (quantity, weight, etc). The entered values make up the total value of the sales and operation plan period. Exit the routine.

Retrieve/generate SOP data using batch job

  1. Select the Work with reports/jobs – Long range planning menu item.
  2. You access Work with batch jobs. Select CRT_SOP and click Submit job.
  3. You access Sales and operation plan, Creation. Complete the following fields:
    4. SOP
    Note: If you want to retrieve data for a new sales and operation plan, click Create SOP header to create a new sales and operation plan. When all relevant fields are completed for the new SOP header you will return to this panel.
    Start period
    Horizon

    One of the following fields must be completed:

    Inventory control
    Demand plan

    See the Panel help for detailed information about the field descriptions.

    Click OK to update the selected sales and operation plan. Exit the routine.

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