Workflow actions
Workflow consists of one or several steps of actions. This table displays the available Workflow actions in M3 DMP:
| Action | Description |
|---|---|
| Calculate Forecast | This action is used to calculate the forecast for a Favorite view. |
| Calculate Forecast Category | This action is used to calculate the forecast for all favorite views with a specific category. |
| Calculate Scoreboard (Excepts/Alerts) | This action is used to calculate the scoreboard. |
| Calculate Scoreboard Category | This action is used to calculate all scoreboards with a specific category. |
| Dataset Data | This action is used to complete a dataset data copy of a saved configuration. |
| Expand Dataset Data | This action is used to generate the data by expanding the data of one Favorite view using a second Favorite view as a distribution table. |
| Favorite View Data | This action is the Favorite view data manager that is used to copy a part of the data within a version to another favorite view. |
| AUM Import | This action is used to import Alternative Units of Measures. |
| AUM Deploy | This action is used to deploy the AUM factors. |
| Attribute Import | This actions is used to import the descriptions and group fields. |
| Extra Key Import | This action is used to import grouping fields that you can edit and use in Filters. |
| Run Script | This action is used to run a number of Demand Planner scripts. |
| Import File | This action is used to import from a CSV file to integrate with external systems. |
| Export File | This action is used to export to a CSV file to integrate with external systems. |
| Import Promotions | This action is used to import M3 Promotions to Demand Planner. |
| Export Promotions | This action is used to export modified promotions to M3. |
| Assign Promotions | This action is used to merge Promotions to a dataset to enable the tracking of the promotion in Favorite Views. |
| Accept Sales Activities | By enabling this action, all sales activities in a dataset are automatically accepted. |
| Confirm Scenario Parts | By enabling this action, all scenario part in a dataset are automatically confirmed. |
| Workflow | This action is used to complete another workflow. |
| Start Timer | This action is used to set a specific time for the workflow to start execution. |
| Open Favorite View | This action is used to open a Favorite View Grid. |
| Open Scoreboard record | This action is used to open a Scoreboard Grid. |
| Close All | This action is used to close all the tabs that are open in the workbench area in Demand Planner. |
| Global Filter | This action is used to replan single items in an existing
Workflow. It is also used to divide a large amount of data to smaller parts.
Global filter is applied to all Favorite view related actions. |
| Import M3 Data | This action is used to create a CSV file that enables the import of Attributes, Text Keys, and Extra Keys. |
| Import Dataset Data | This action is used to import a dataset from M3 using REST API. |
| Export Dataset Data | This action is used to export a dataset from M3 using REST API. |
| Import BE Periods | |
| Run Command | |
| Open Version Cycle | This action enables the administrator to control the Forecast Cycle activities that take place while the version is open. |
| Close Version Cycle | This action is used to close databases for the consolidation and export of updates to M3 BE. |
| Open Phantom | This action is used to access the Phantom Manager. |
| Open Phase out | This action is used to open a pivot sheet displaying only the phased out records for the selected dataset. |
| Open Promotion | This action is used to open Promotion tracking in DMP. |
| M3 Trigger | This is an action that uses FCS425 program in M3 BE. |
| Run SQL | This action is used to run basic SQL commands in the workflow. |
For more information on Workflow in M3 DMP, refer to the documentation provided for the Industry Process Catalog for M3 Demand Planner. See IA Demand Planner.