To set up an aggregation structure

To carry out aggregation and/or disaggregation, you must first set up aggregation relationships.

You can manually define aggregation relationships in the Aggregation Relationships (cprpd3110m000) session. Here you can specify, among other things:

  • If you want to use the aggregation relationship for aggregation, for disaggregation, or for both.
  • If you want to use the aggregation relationship to aggregate/disaggregate a particular type of planning data.

In addition, you can let LN generate aggregation relationships between a specific family item and an entire range of sub-items in the Generate Aggregation Relationships (cprpd3211m000) session. This is a straightforward way to create aggregation relationships, because you can only define general settings that apply to all the relationships that LN generates for the specified range of sub-items. Afterwards, you can fine-tune each of the aggregation relationships that LN generated individually in the Aggregation Relationships (cprpd3110m000) session.

Note: 

The way in which LN uses the various aggregation percentages that you define in the Aggregation Relationships (cprpd3110m000) session depends on the value that you specify in the Aggregation Type field:

  • If you specify Aggregate from Sub-Item, Common aggregates the planning data according to the percentage you define for each type of data.
  • If you specify Disaggregate to Sub-Item, Common disaggregates the planning data according to the percentage you define for each type of data.
  • If you specify Both, Common aggregatess 100% of the underlying planning data and disaggregates them according to the percentages that you specified for each specific data on the aggregation relationship.
Note: If you want to use planning percentages for disaggregation as well, it is recommended that you define separate aggregation relationships for aggregation and disaggregation.

Automatic updating

For aggregation and/or disaggregation, you need to set the following fields in the Items - Planning (cprpd1100m000) session to (Dis)aggregate or Always Update (as required):

  • Automatic Update of Production Plan
  • Automatic Update of Purchase Plan
  • Automatic Update of Inventory Plan
  • Automatic Update of Demand Forecast

Special cases of aggregation

You can use the Aggregate Channel, Plans & Orders (cprmp2250m000) session and the Disaggregate Channel, Plans & Orders (cprmp2260m000) session to aggregate or disaggregate planning data.

However, note the following special cases of aggregation:

  • Use the Aggregate Channel to Item Master Plan (cpdsp5210m000) to aggregate data from channel master plans to the corresponding item master plan. For this type of aggregation, you do not need to define aggregation relationships.
  • Use the Initialize, Roll, and Update Scenario (cprpd4200m000) session to aggregate goods-flow data to a product family. Select the Update Goods Flow Data check box. (For this type of aggregation, aggregation relationships are required.)
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