Maintaining Aggregation Relationships

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
Note: 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:

  1. Click the New button on the appropriate menu to insert a plan item for which you want to define aggregation relationships. You can also insert a planning cluster and/or a channel.
  2. Click the add a New button to open the detail session where you can add a sub-item.
  3. 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 select Update Aggregation Relationship check box when performing the calculation.

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.

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