Aggregate Channel, Plans & Orders

Use this session to aggregate planning data to item master plans or channel master plans, according to the aggregation relationships that you defined in the Aggregation Relationships (cprpd3110m000) session, or that LN generated in the Generate Aggregation Relationships (cprpd3211m000) session.

Note: You enter a range of plan items to which LN aggregates the data, which means that the plan items from which the data originates need not be in the plan item selection range.

Usually, the aggregated data overwrites the current plans of the parent item. If you want to have the data added to the existing plans, set the Update Mode field to Add To.

If you want to aggregate data from channel master plans to item master plans, without using the aggregation relationships that you defined in the Aggregation Relationships (cprpd3110m000) session, you can use the Aggregate Channel to Item Master Plan (cpdsp5210m000) session.

You can use the following check boxes to select the type of planning data that you want aggregate:

  • Production Plan
  • Purchase Plan
  • Demand Forecast
  • Inventory Plan
  • Extra Demand
Note: Enterprise Planning only aggregates the selected type(s) of planning data if you defined an aggregation relationship in the Aggregation Relationships (cprpd3110m000) session, and you also selected the check box for the corresponding type(s) of planning data in that session.

Field Information

Scenario

Specify the scenario for which LN must aggregate planning data to item master plans or channel master plans.

If the item master plans or the channel master plans to which LN aggregates the selected planning data belong to the same scenario as the sub-scenario from which the data are aggregated and, you must enter the same scenario in the Sub Scenario From and To fields. If not, you must define a different scenario in the Sub Scenario From and To fields.

The status of the scenario in the Scenarios (cprpd4100m000) session must be Open.

Planner

Specify the first of a range of planners that LN must use as a criterion to select plan items for which the specified data must be aggregated to item master plans or channel master plans.

Planner

Specify the last of a range of planners that LN must use as a criterion to select plan items for which the specified data must be aggregated to item master plans or channel master plans.

Plan Level

Specify the first of the range of plan levels of the plan items to which LN must aggregate the planning data.

Note: The specified range of plan levels concerns the plan items to which LN aggregates the planning data, not the plan items from which the planning data originates.
Plan Level

Specify the last of the range of plan levels of the plan items to which LN must aggregate the planning data.

Note: The specified range of plan levels concerns the plan items to which LN aggregates the planning data, not the plan items from which the planning data originates.
Period

Specify the first of a range of plan periods for which LN must aggregate the planning data to the item master plans and the channel master plans.

Period

The end date of the specified plan period.

Period

Specify the last of a range of plan periods for which LN must aggregate the planning data to the item master plans and the channel master plans.

Period

The end date of the specified plan period.

Channel

Specify the first of a range of channels that LN must use as a criterion to select channeled plan items on a higher level, and for which you defined aggregate-to relations in the Aggregation Relationships (cprpd3110m000) session, or for which LN generated aggregation relationships in the Generate Aggregation Relationships (cprpd3211m000) session.

Note: For channel master plans, LN can only aggregate demand forecast and extra demand.

Use the Aggregate Channel to Item Master Plan (cpdsp5210m000) session to directly aggregate planning data from channel master plans to item master plans.

Channel

Specify the last of a range of channels that LN must use as a criterion to select channeled plan items on a higher level, and for which you defined aggregate-to relations in the Aggregation Relationships (cprpd3110m000) session, or for which LN generated aggregation relationships in the Generate Aggregation Relationships (cprpd3211m000) session.

Note: For channel master plans, LN can only aggregate demand forecast and extra demand.

Use the Aggregate Channel to Item Master Plan (cpdsp5210m000) session to directly aggregate planning data from channel master plans to item master plans.

From Plan Item

Specify the first of a range of plan items to which LN must aggregate the specified planning data.

To Plan Item

Specify the last of a range of plan items to which LN must aggregate the specified planning data.

Company

Specify the first of a range of companies from which Enterprise Planning must aggregate the selected planning data, which is the company of the sub-plan item.

You can set up aggregation relationships between two different companies.

Company

Specify the last of a range of companies from which Enterprise Planning must aggregate the selected planning data, which is the company of the sub-plan item.

You can set up aggregation relationships between two different companies.

Sub Scenario

Specify the first of a range of scenarios from which Enterprise Planning must aggregate the selected planning data. This field makes it possible to have aggregation relationships between multiple scenario’s and especially between multicompany and a local scenario this can be useful.

Specify the scenario you also defined in the Scenario field, if the sub-scenario from which the data are aggregated belongs to the same scenario as the scenario of the item master plans or the channel master plans to which LN aggregates the selected planning data.

Sub Scenario

Specify the last of a range of scenarios from which Enterprise Planning must aggregate the selected planning data. This field makes it possible to have aggregation relationships between multiple scenario’s and especially between multicompany and a local scenario this can be useful.

Specify the scenario you also defined in the Scenario field, if the sub-scenario from which the data are aggregated belongs to the same scenario as the scenario of the item master plans or the channel master plans to which LN aggregates the selected planning data.

Update Mode

The update mode determines whether LN does one of the following:

  • Select Overwrite if LN must use the data from the originating plan item to overwrite the existing data in the master plan to which LN aggregates the data.
  • Select Add To if LN must add the values of the originating plan item to values in the master plan to which LN aggregates the data.
Production Plan

If this check box is selected, LN aggregates the production plans of the child items to those of the parent items.

Note: LN carries out this aggregation only for those parent items for which the Automatic Update of Production Plan field in the Items - Planning (cprpd1100m000) session is set to (Dis)aggregate or Always Update.
Purchase Plan

If this check box is selected, LN aggregates the purchase plans of the child items to those of the parent items.

Note: LN carries out this aggregation only for those parent items for which the Automatic Update of Purchase Plan field in the Items - Planning (cprpd1100m000) session is set to (Dis)aggregate or Always Update.
Demand Forecast

If this check box is selected, LN aggregates the demand forecast of the child items to those of the parent items.

Note: LN carries out this aggregation only for those parent items for which the Automatic Update of Demand Forecast field in the Items - Planning (cprpd1100m000) session is set to (Dis)aggregate or Always Update.
Inventory Plan

If this check box is selected, LN aggregates the inventory plans of the child items to the parent items.

Note: LN carries out this aggregation only for those parent items for which the Automatic Update of Inventory Plan field in the Items - Planning (cprpd1100m000) session is set to (Dis)aggregate or Always Update.
Extra Demand

If this check box is selected, LN aggregates the extra demand of the child items to the parent items.

Note: LN carries out this aggregation only for those parent items for which the Automatic Update of Demand Forecast field in the Items - Planning (cprpd1100m000) session is set to (Dis)aggregate or Always Update.