Perform Sales and Operations Planning
Explanation
This activity is used to perform sales and operations planning for a product family.
Prerequisites
The sales and operations plan must be in the state InProgress.
System Effects
As a result of this activity, sales and operations planning is performed.
Window
Sales and Operations Planning for Make to Stock
Sales and Operations Planning for Make to Order
Related Window Descriptions
Sales and Operations Planning for Make to Stock
Sales and Operations Planning for Make to Order
Procedure
- Open the Sales and Operations Planning for Make to Stock or
Sales and Operations Planning for Make to Order window.
- Query for the MS level 0 part and MS set that you want to create a sales and operations plan for.
- Click the S&OP Grid tab.
- Select which period to perform planning for.
- Enter or modify the forecast for the product family in the New Forecast
field.
- Enter or modify the operations plan for the product family in the
New Operations Plan field.
- Repeat steps 4-6 for each period you want to perform planning for.
- Save the record.