Sales and Operations Planning

Explanation

Use this activity to compare and analyze Level 0 product family plans. These plans can be Base (annual) Sales, Production and Inventory Plans defined at the beginning of the planning year, as well as current (operating) plans, and actual sales for the previous year.

Prerequisites

This activity requires that the calculation of master scheduling level 0 must have been performed. Cost data for the MS sets you wish to study should be entered in MS Basic Data before running Sales and Operations Planning.

System Effects

There are no system effects as a result of performing this activity.

Window

Sales and Operations Planning

Related Window Descriptions

Sales and Operations Planning, Sales and Operations Planning for Part No

Procedure

  1. Select Company to display all sites for a company, Site to display all parts for a site, or Part No to display all part numbers for the master scheduled part family.
  2. If you specified Company, change the company and Calendar ID, if desired, using the List button.
  3. If you specified Site, change the site, if desired, using the List button.
  4. If you specified Part No, change the Part No and Site, if desired, using the List button. 
  5. In the MS Set field, specify a second master schedule to compare, if desired, using the List button.
  6. In the Year type group box, select either Calendar or Fiscal, then enter the year.
  7. If you specified Fiscal year type, select the starting month for the fiscal year from the Month dropdown list. (The Calendar year type begins in January.)
  8. In the Display Units - Quantity or Monetary group box, select either Quantity or Monetary. 
  9. If you selected Monetary, select either Average Cost or Average Sales Price.
  10. In the Display Type - Quantity or Monetary group box, select either Quantity or Rate.
  11. Click OK.

You can now study the result in Sales and Operations Planning.