Infor Supply Chain Planning – Help

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Infor Supply Chain Planning overview
Main toolbar
Searching for a worksheet or Configuration screen
Find out more
Editing additional configuration entity information
XML
Refresh the current tab
Close all tabs
Settings
Modifying user settings
Refresh menu
Setting the Theme and Personalization
Open Source Licenses
Copyright Notices
Setting a worksheet as the home page
Loading a SCV template
SCV Configuration Data or Meta data
Configuration
Common
Application Variables
Creating Application Variable
Calendars
Calendars
Defining monthly calendars
Defining weekly calendars
Defining custom calendars
Example of a custom calendar
Validating custom calendar periods
Editing calendars
Formatting calendar hierarchy levels
Interpolation Calendars
Code lists
Creating code lists
Editing code lists
Importing code list elements
Exporting code list elements
Interface Services
Defining interface services
Editing interface services
Defining CSV interface services
Defining transactional data interface services of type CSV or Excel
Defining transactional data interface services of type Database
Defining Market Intelligence Interface Services
Interface Details tab
Data Source tab
Market Intelligence tab
File Detail tab
File Processing tab
Mappings tab
Export Behavior tab
Import constants tab
Export constants tab
Executing Market Intelligence Interface Service for Import
Executing Market Intelligence Interface Service for Export
Data Sources
Defining data sources
Editing data sources
Downloading AP data model
Measures
Creating measures
Editing measures
Creating OLAP sets for measures
Measures and modules
Calculation Rules
Creating calculation rules
Editing calculation rules
Defining a simple rule
Defining an expert rule
Defining calculation rules without a target measure
Overview of expert rules defined based on the IBP_DB() command
Additional expert rule examples
Transactional data overview
Defining Transactional data of type Sum
Defining Transactional data of type Transfer
Accessing transactional data records
Saving the transactional data search criteria
Defining Market Intelligence
Note types
Adding note types
Editing note types
Planning hierarchies overview
Creating planning hierarchies
Editing planning hierarchies
Planning hierarchies example
Adding code lists to a planning hierarchy to create OLAP sets
Selecting the code list attributes for the OLAP cube
Tags
Defining tags
Deleting tags
Worksheets
Creating standard worksheets
Filtered Detail
Query (MDX) report
Scenario Values report
Pivot Editor report
Measure parameters
Measure Calculation properties
Measure Format properties
Item and Location parameters
Period parameters
Scenario parameters
Layout parameters
History parameters
Chart parameters
Map chart parameters
Chart Filter parameters
Market Intelligence report
Order Viewer report
Notes
Process Overview report
Using an offline excel sheet to access scenario values
Creating multi-panel worksheets
Adding data to the Panel Links tab for a multi-panel worksheet
Profiles
Configuring profiles
Applying profiles to a worksheet
Example of applying a profile to a worksheet
Using filters for profiles
Cycles overview
Defining cycles
Defining cycles - Cycle Details tab
Defining cycles - Calendar tab
Defining cycles - Cycle Process tab
Defining cycles - Archive Settings tab
Defining cycles - Interpolation Calendar tab
Defining cycles - Planning Hierarchy tab
Defining additional planning hierarchy for a cycle
Defining cycles - Generate Scenario History tab
Defining cycles - Engines tab
Defining default planning scenarios for a cycle
Defining cycles - Rolling Periods tab
Defining cycles - Additional Pivot Attributes tab
Defining cycles - Business Metrics tab
Defining note options for a cycle
Defining cycles - Data Security Rules tab
Creating cycle processes
Macros overview
Creating macros
Defining system macros
Macro commands for a cycle period
RunCommand macro at Cycle period level
RunInterfaceService (Export) at cycle period level
Macro commands for a scenario
AddScenarioNote macro commands
CalculatePeriodWeigting macro command
CallReplenishmentEngine macro command
CallForecastEngine macro
ClearMeasure macro
CopyMIEvent macro
Validation and Execution for CopyMIEvent macro
Validation and error messages for CopyMIEvent macro
CopyScenarioData macro
Validation and Execution for CopyScenarioData
Validation and error messages for CopyScenarioData macro
CopyScenarioNote macro
CopyLastPeriodMeasure macro
Validation and Execution for CopyLastPeriodMeasure
Validation and error messages
CopyCyclePeriodData macro
CopyCyclePeriodData parameters
Validation and execution
Validation and error messages
DeleteMIEvent macro
EmailWorksheet macro
RunCommand macro at scenario level
RunInterfaceService (Import) at scenario level
RunInterfaceService (Export) at scenario level
Supersession macro commands
Macro commands for the system
RunCommand macro at system level
RunProductionSchedulingMacro
RunSCVInterfaceService macro
RunProductionSchedulingBackup macro
SetAppVariable macro command
Executing system level macros
Using the external macro tool
Creating mappings
Scenario processes overview
Creating scenario processes
Editing scenario processes
Job Scheduler
Defining a schedule for a job
Syntax for the schedule expression
Forecast Engines
Bayesian theory and Dynamic linear model overview
Defining ATT forecast engine
Measure mapping options for ATT forecast engine
Default parameter set for the ATT forecast engine
Defining a macro to call the forecast engine
Generating forecasts for the current contextual data of a worksheet
Overview of the Fit Forecast with default engine option
Overview of Fit Forecast with options
Calling forecast engines overview
Overview of generating group level forecasts
Overview of generating forecasts at a non-base period level
Spreading item and location results with forecast engine Spread Measure defined and enabled
Spreading forecast engine results to base periods using the Cycles.Period Measure
CallForecastEngine parameters
Calling the ATT forecast engine with Best algorithm
Calling the ATT forecast engine with SMP measure
Calling the BATS forecast engine
Calling the ATT forecast engine with Event Modeling
Calling the ATT forecast engine with Multiple Regression algorithm
Calling forecast engine with BEST algorithm and forecast combining
Calling forecast engine with Naive algorithm
Forecast engine error codes
Forecast engine warning codes
Replenishment Engines overview
Defining a Replenishment Engine
Calling Replenishment Engine Overview
Calling the Replenishment Engine for the current contextual data of a worksheet
ROP Schedule Rule logic
Example 1 - No stock
Example 2 - Available stock below ROP (Restricted calendar)
Example 3 - Opening stock above ROP
Example 4 - Available stock above ROP
Example 5 - No valid receiving day
History Replacement Engine overview
Defining a History Replacement Engine
Validation rules
Prerequisites for calling history replacement engine
Calling the history replenishment engine
Additional checks
History replacement engine results
Validation of input measures
Events
Creating event generators
Creating event notifications
Editing searches
Maintenance
Backup overview
Creating backups
Load template
Template file requirements
Loading configuration settings
Save template
Saving configuration settings
Loading a SCV template
SCV Configuration Data or Meta data
Configuring System Settings
Resetting Database
Planning Engine overview
Technical reference
Posted property
Costs
Locked property
Discrete constraints
Multiple constraints
Threshold constraints
Solver parameters
include_optimization
solver_engine
Validation
Planning Engine Definition
Configuring Planning Engine Definition
Adding planning engine definition optimization
Adding planning engine definition workflow
Adding planning engine definition variable
Adding planning engine definition query
SCV
Creating SCV datasheets
Managing SCV datasheets
Viewing SCV datasheets
Editing SCV Planning Configuration datasheets
Editing SCV Core Table extension datasheets
Creating SCV Database View
Creating SCV Validation LOVs
Creating SCV Mapping
Creating SCV Model Parameter
Creating SCV Constraint
Creating SCV Profile
Creating SCV BOI Group
Creating SCV Table Group
Creating SCV Table Registry
Creating SCV BOI
Creating SCV Data Enhancement Rule
Managing SCV Configuration Parameter
Mapping the Template for Manufacturing Item
Mapping the Template for Purchase Item
Mapping the Template for Transfer Item
SCV Currency Conversion
Defining SCV Currency Conversion
Creating SCV Production Scheduling Map Routing version
Routing Details tab
Routing Input Item tab
Routing Output Item tab
Routing Quantity tab
Routing Version tab
Routing Type tab
Routing Alternative Code tab
Routing Item and Location Selection tab
Routing transformation example
Creating SCV Entity
Creating Property in SCV entity
Creating extended property in SCV entity
Creating interface services
Adding new attribute
Adding new export constant
Adding new import constant
Creating SCV Hierarchy Level
Resetting the Order of the Hierarchy Levels
Defining data selection rules for SCV data
Defining SCV export profile
Validation of SCV export profile data
SCV Process overview
Save Plan Publish log
Security
Users overview
Creating users
Exporting User data
Roles overview
Creating roles
Utilities
SCV SQL Previewer
Process
Audit Log
Searching the audit log
Viewing SCV Audit Log
Cycle periods overview
Creating cycle periods
Cycle period status
Cycle Periods
Create new cycle period
Abort Cycle Period
Cycle Period Process Calendar
Execute Macro
Edit Previous Cycle Period
Downloading AP model
Downloading Planning logs
Notes
Adding notes
Searching for notes
New Note
Pre-requisite for the SCP Post to Mingle functionality
Scenario Details
Share Scenario
Change Scenario Status
Import Scenario Data
Export Scenario Data
Changing the default download location in Internet Explorer
Changing the default download location in Firefox
Scenario History
Setup Checker
My Jobs
My Events
Cycle period scenarios overview
Adding scenarios to a cycle period
Organizing notes for a Playbook
Editing cycle period scenarios
Editing scenario access
Importing scenario data to log and view errors
Displaying scenario history
Apply security for a scenario
Planning Engine
Creating Planning Engine
Viewing Planning Engine
Details tab
Logs tab
Application Variables tab
Classes tab
Optimizations tab
Workflows tab
Variables tab
Queries tab
Executing workflow
Modifying access to the planning engine
Executing macro
Restoring Planning Engine
Downloading Planning Engine
My Events
Displaying events
My Jobs
Canceling jobs
My Scheduled Jobs
Setup Checker
Setup checks and messages
Data Management
Editing code list elements
Importing code list elements
Exporting code list elements
Parameter Variable substitution
Parameter variable
Cycle or Cycle Module tab options
Setting Data Context for worksheet
Creating Profile from a Worksheet
Saving Selection for a Data Context in a Worksheet
Viewing worksheets
Using embedded worksheets
Using the Element Browser in a worksheet
Edit scenario values in a worksheet
Use the spread measure to edit scenario values
Use the rv_measure_calc to edit scenario values
Use special characters to edit the values in an embedded worksheet
Options to edit scenario values in a pivot table
Use type-ahead for data context selectors
Slicers area in an embedded worksheet
Select elements in an embedded worksheet
View Column, Line, Area, or Bar charts in an embedded worksheet
View Pie, Donut, or Funnel charts in an embedded worksheet
View Heat Map charts in an embedded worksheet
View Co-ordinate Maps in an embedded worksheet
Viewing Co-ordinate Maps with Pie charts
Viewing multi-panel worksheet
View Process Overview worksheets
Overview of adding MI data to a worksheet
Viewing MI data in an embedded worksheet
Deleting MI events
Viewing an embedded Gauge chart
Examples of measure formats
Viewing an embedded Gauge chart with the Trend data
Viewing Notes in an embedded worksheet
Adding transactional data from a worksheet
Adding Transactional Data of type Sum
Adding Transactional Data of type Transfer
Adding Replenishment Engine orders – Production
Adding Replenishment Engine orders – Purchase
Adding Replenishment Engine orders – Transfer
Committing Orders
Validation of Commit Orders
Production Scheduling overview
Gantt Chart view
Creating Production Scheduling instance
Viewing Production Scheduling model
Installing a client
Opening a model
Executing a macro
Creating backup of a model
Restoring a model backup
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