Key State

M3 Demand Planner has a special value called Key State assigned to a Dataset record. Key State allows the administrators to control and define Key States that are available in the system. Key State is also used to control the life cycle of a Dataset record. You can assign an identifier to allow you to handle a record in a specific way.

Follow these steps to define Key States.

1. Select Menu > List > Key State.

   The Key State properties dialog box is displayed.

2. On General, specify this information:

   Key Id

   Specify the Key State ID. You can define 100 up to 999999 key states.

   Name

   Specify the name of the key state.

   Description

   Optionally, specify a description for the key state.

   State shift

   Select the applicable option from the drop-down list. State shift is triggered before import. For example, 1-New records become 0-Normal during import. Any new imported records will become 1-new. You can also configure other State shifts for custom key states.

   This table displays the available key states that you can use.

   ID	Key State	Description
   0	Normal	Default key state for records created during Full Import.
   1	New	Default key state for records during Partial Import.
   5	PhaseOut	Key state for records marked for temporary removal from a Dataset.
   9	To be deleted	Key state for records marked for elimination.
   10	Deleted 1	Key state for records that are considered deleted but still exists.
   11	Deleted 2
   12	Deleted 3
   13	Final Delete	Key state for records that are in the final stage of being permanently deleted from .
   101	A-Items	The user-defined key state for records in a Favorite view.
   102	B-Items
   103	C-Items
   104	D-Items
   111	New A-Items	The user-defined key state for records in a Favorite view. This key state changes after the Dataset undergoes Partial Import. The User defined key state for records in a Favorite view. This key state changes after the Dataset undergoes Partial Import.
   112	New B-Items
   113	New C-Items
   114	New D-Items
   150	Locked period before timemark

3. On Locked periods inside CTH, specify this information:

   Start period

   Specify the period start date

   Number of periods

   Specify the number of periods.

   Cannot be updated

   Optionally, select this option.

   Colorize periods

   Optionally, select this option.

   Key states can lock the cells inside the Changeable Time Horizon (CTH) that would normally be open for edit. The Changeable Time Horizon (CTH) controls what cells in time (periods) you can change. To allow different type of items or markets to have additional parts of CTH locked, Key State controls an offset relative to CTH where Start and Number of Periods can be locked inside CTH by Key State properties Start Locked Periods and Length Locked Periods.

4. On Locked with Time mark, specify this information:

   Before

   Select the timemark from the drop-down list. The timemarks are displayed in this format, <Name> (<year> - <period> / periodTypeID).

   After

   Select the timemark from the drop-down list. The timemarks are displayed in this format, <Name> (<year> - <period> / periodTypeID).

5. On Color, click Define to select a color.
   Note: Key State can colorize the row if Show Key State colors is enabled in Menu > Setup > Settings > Grid.
6. Click OK.