Aggregation Relationships (cprpd3110m000)

Use this session to view and maintain aggregation relationships between plan items and sub-plan items. You can use this, for example, to aggregate the forecasts of several products (sub-plan items) to one product family (main plan item), and then generate a production plan at product-family level.

Field Information

Scenario

The scenario to which the main item belongs that LN uses to aggregate to and disaggregate from.

If the main item and the sub-item belong to the same scenario, you must enter same scenario in the Sub Scenario field as LN displays in the Scenario field. If not, you must define a different scenario in the Sub Scenario field.

In case of multicompany aggregation, you must define the scenario to which the sub-item belongs in the other company in the Sub Scenario field.

Main Item

The plan item for which you want to define aggregate relationships with a sub-plan item. You must already have defined the plan item with the Items - Planning (cprpd1100m000) session.

The first segment of the code is the planning cluster, the second is the project, and the third is the item.

Channel

The channel associated with the plan item.

You must define this channel in the Plan Item - Channels (cpdsp5100m000) session.

Aggregation Type

The required aggregation type.

  • Aggregate from Sub-Item is used to combine sub-plan items into plan items (for example, aggregating to product families).
  • Disaggregate to Sub-Item is used to divide plan items into sub-plan items.
  • Both is used to both aggregate and disaggregate with the same relation. For more information, refer to Aggregated planning.

Company

The company to which the sub-plan-item belongs that Enterprise Planning uses to aggregate from and to disaggregate to.

You can set up aggregation relationships between two different companies.

The company is used to determine the plan level.

Sub Scenario

The scenario to which the sub-plan-item belongs that LN uses to aggregate from and disaggregate to.

Define the same scenario as in the Scenario field, if the main item and the sub-item belong to the same scenario. Define a different scenario, if the sub-item belongs to a different scenario.

If you want to (dis)aggregate between two different logistical companies, you must specify the scenario to which the sub-item belongs in the other company.

Sub-Plan-Item

The sub-plan item. The item must be a plan item.

The plan level of the sub-plan item must be at least one level lower than the level of the main plan item.

Subchannel

The channel of the sub-plan item.

You must define the subchannel in the Plan Item - Channels (cpdsp5100m000) session.

Effectivity Date

The date on which the aggregation relationship becomes valid.

You can define more than one aggregation relationship for a specific main item/sub item combination. In that case you must define different effectivity and expiry dates, because the periods that you set must not overlap. If they do, LN gives a warning.

Expiry Date

The date on which the aggregation relationship is no longer valid.

If no date is entered, the aggregation relationship remains valid.

(Dis)Aggregate Prod. Plan/Orders/Receipts

If this check box is selected, Enterprise Planning (dis)aggregates the production plan, production orders, and production receipts.

Enterprise Planning disaggregates the production plan from the main item to the production plan of the subitem, if the subitem is not a channel item. If the subitem is a channel item, Enterprise Planning disaggregates the production plan of the subitem to the allowed demand of the subitem.

Enterprise Planning aggregates planned production orders of normal items to the scheduled production receipts of the family item, or disaggregates them to the allowed demand of the channel item. Enterprise Planning disaggregates planned production orders of a family item to the production plan of normal items.

Enterprise Planning does not disaggregate scheduled production receipts of a family item. Scheduled production receipts of a normal item are disaggregated to the allowed demand of the channel item.

Aggr. Perc. Prod. Plan/Orders/Receipts

If you select the (Dis)Aggregate Prod. Plan/Orders/Receipts check box, you can specify a percentage for the (dis)aggregation fraction.

If you selected Both in the Aggregation Type field, the percentage you specify only applies to disaggregation, and Enterprise Planning aggregates for 100%. To overrule this way of (dis)aggregation, you must set up a separate aggregation relationship for aggregation and disaggregation.

Enterprise Planning automatically updates the value of the Aggr. Perc. Prod. Plan/Orders/Receipts field, if you carry out the Calculate (Dis)Aggregation Percentages (cprpd3210m000) session.

Pur.Plan Orders Receipts (%)

If this check box is selected, Enterprise Planning (dis)aggregates the purchase plan, purchase orders, and purchase receipts.

Enterprise Planning disaggregates the purchase plan from the main item to the purchase plan of the subitem, if the subitem is not a channel item. If the subitem is a channel item, Enterprise Planning disaggregates the purchase plan of the subitem to the allowed demand of the channel item.

Enterprise Planning aggregates planned purchase orders of normal items to the scheduled purchase receipts of the family item, or disaggregates them to the allowed demand of the channel item. Enterprise Planning disaggregates planned purchase orders of a family item to the purchase plan of normal items.

Enterprise Planning does not disaggregate scheduled purchase receipts of a family item. Scheduled purchase receipts of a normal item are disaggregated to the allowed demand of the channel item.

Aggr. Perc. Pur. Plan/Orders/Receipts

If you select the Pur.Plan Orders Receipts (%) check box, you can specify a percentage for the (dis)aggregation fraction.

If you selected Both in the Aggregation Type field, the percentage you specify only applies to disaggregation, and Enterprise Planning aggregates for 100%. To overrule this way of (dis)aggregation, you must set up separate aggregation relationships for aggregation and disaggregation.

Enterprise Planning automatically updates the value of the Aggr. Perc. Pur. Plan/Orders/Receipts field, if you carry out the Calculate (Dis)Aggregation Percentages (cprpd3210m000) session.

Inventory Plan (%)

If this check box is selected, Enterprise Planning (dis)aggregates the inventory plan.

If the subitem is not a channel item, Enterprise Planning disaggregates the inventory plan from the main item to the inventory plan of the subitem.

Aggr. Perc. Inventory Plan

If you select the Inventory Plan (%) check box, you can specify a percentage for the (dis)aggregation fraction.

If you selected Both in the Aggregation Type field, the percentage you specify only applies to disaggregation, and Enterprise Planning aggregates for 100%. To overrule this way of (dis)aggregation, you must set up separate aggregation relationships for aggregation and disaggregation.

Enterprise Planning automatically updates the value of the Aggr. Perc. Inventory Plan field, when you carry out the Calculate (Dis)Aggregation Percentages (cprpd3210m000) session.

Distr.Orders Receipts (%)

If this check box is selected, Enterprise Planning (dis)aggregates the planned distribution orders and scheduled distribution receipts.

Enterprise Planning aggregates the planned distribution orders of normal items to scheduled distribution receipts of the family item, or disaggregates them to the allowed demand of the channel item. Accordingly, Enterprise Planning disaggregates scheduled distribution receipts of normal items to the allowed demand of the channel item.

Enterprise Planning does not disaggregate scheduled distribution receipts of the family item.

Aggr. Perc. Distr. Orders/Receipts

If you select the Distr.Orders Receipts (%) check box, you can specify a percentage for the (dis)aggregation fraction.

If you selected Both in the Aggregation Type field, the percentage you specify only applies to disaggregation, and Enterprise Planning aggregates for 100%. To overrule this way of (dis)aggregation, you must set up separate aggregation relationships for aggregation and disaggregation.

Enterprise Planning automatically updates the value of the Aggr. Perc. Distr. Orders/Receipts field, if you carry out the Calculate (Dis)Aggregation Percentages (cprpd3210m000) session.

Demand Forecast (%)

If this check box is selected, Enterprise Planning (dis)aggregates the demand forecast.

Aggr. Perc. Demand Forecast

If you select the Demand Forecast (%) check box, you can specify the fraction of the demand forecast that Enterprise Planning must (dis)aggregate.

Enterprise Planning automatically updates the value of the Aggr. Perc. Demand Forecast field, if you carry out the Calculate (Dis)Aggregation Percentages (cprpd3210m000) session.

Extra Demand (%)

If this check box is selected, Enterprise Planning (dis)aggregates the extra demand.

Aggr. Perc. Extra Demand

If you select the Extra Demand (%) check box, you can specify the fraction of the extra demand that Enterprise Planning must disaggregate.

Enterprise Planning (dis)aggregates extra demand to (from) the extra demand of the subitem.

Enterprise Planning automatically updates the value of the Aggr. Perc. Extra Demand field, if you carry out the Calculate (Dis)Aggregation Percentages (cprpd3210m000) session.