Defining Key State

M3 Demand Planner has a special value named Key State that is assigned to a dataset record. Administrators use Key State to control and define the Key States that are available in the system. Key State is used to control the life cycle of a dataset record. You can assign an identifier to handle a record in a specific way.

1. From the menu, select 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 an applicable option from the list.

   A state shift occurs before import. For example, 1-New records become 0-Normal during import. Each new imported record becomes 1-New. You can configure other state shifts for custom key states.

   This table shows the available key states:

   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 cells within the Changeable Time Horizon (CTH) that are usually open for editing. The Changeable Time Horizon (CTH) controls which time periods you can change. To enable several types of items or markets to have additional parts of the CTH locked, Key State controls an offset relative to the CTH. Key State properties, such as Start Locked Periods and Length Locked Periods define the start and number of periods that are locked inside the CTH.

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

   Before

   Select the timemark from the list.

   The timemarks are displayed in this format, <Name> (<year> - <period> / periodTypeID).

   After

   Select the timemark from the 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.