Maintaining Aggregation Relationshops

Before you can define aggregation relationships, you must define plan items and sub-plan items in the Items - Planning (cprpd1100m000) session.

Possible aggregation relationships are:

normal plan item	family item
channel item	normal plan item
family item	family item
channel item	family item
channel item	channel family item
channel family item	channel family item

Usually, if the main item is not of type Family, the sub-item is the same as the main item, and only the channel must be filled.

To define aggregation relationships:

Click the New Group button to insert a plan item for which you want to define aggregation relationships. You can also insert a cluster and/or a channel.
Click the Add a New Record button to insert sub-plan items.
Determine the planning percentages for the sub-plan items. You can either enter a planning percentage manually in the Aggregation Relationships (cprpd3110m000) details session, or calculate a planning percentage automatically with the Calculate (Dis)Aggregation Percentages (cprpd3210m000) session. You can start this session from the appropriate menu, or just click the Calculate Planning Percentages button.

You can use the Aggregation Type field in the Aggregation Relationships (cprpd3110m000) details session to determine whether Enterprise Planning must aggregate, disaggregate, or both. The setting of this field is determinant for the way in which Enterprise Planning applies the data percentages that you define for the various types of aggregation data.

Click the Sub-Plan-Item - Where-Used in Aggregation Relationships button to zoom to the Sub-Plan-Item - Where-Used in Aggregation Relationships (cprpd3515m000) session, where you see in which aggregation relationships a specific Sub plan item is used.

Click the Calculate (Dis)Aggregation Percentages button to zoom to the Calculate (Dis)Aggregation Percentages (cprpd3210m000) session, where you can let LN calculate the planning percentages for aggregation relationships.

LN uses aggregation relationships in the Aggregate Channel, Plans & Orders (cprmp2250m000) session and the Disaggregate Channel, Plans & Orders (cprmp2260m000) session.

Note

You can also use the Generate Aggregation Relationships (cprpd3211m000) session to let LN generate aggregation relationships for a specific family item and a given range of sub-items, and fine-tune the settings for a specific aggregation relationship in the Aggregation Relationships (cprpd3110m000) session.