Configure a planning scenario, plan type and planning period

Procedure

1. Open the planning-scenario catalog in Planning and create a scenario. Set one planning frequency and choose quantity-only or quantity-and-value planning with its currency.
2. On the plan structure, add the required demand, supply and stock stages in the intended sequence.
3. Create a plan type from the stage or its catalog. Choose Sales Forecast by items/categories, purchase, stock, kitting or consumption as appropriate.
4. Set its source/derived role, replacing/accumulating method and detailing dimensions. Do not mix company-wide and warehouse/customer detail unintentionally.
5. If expected payments are needed, use quantity-and-value planning and inspect the payment-schedule option.
6. Save the scenario/type and create one plan. Check that its periods, dimensions and monetary columns match the setup.
7. Create a controlled revised plan to verify whether it replaces or adds to earlier quantities before using a rolling/cumulative approach.

See also: Create and fill a sales forecast by item, Manage assortment, seasonal collections and category-to-item plans, Balance plans and compare planned with actual sales.