Infor Supply Chain Planning – Help

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Infor Supply Chain Planning overview
Maintenance window
Managing data
Imported planning data
Generated planning data
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
Setting the Home page
Refresh menu
Setting the Theme and Personalization
Open Source Licenses
Copyright Notices
Configuration
Common
Application Variables
Creating Application Variable
Calendars overview
Calendar Settings
Defining monthly calendars
Defining weekly calendars
Defining custom calendars
Example of a custom calendar
Validating custom calendar periods
Formatting calendar hierarchy levels
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
Planning Engine Interface Service
Defining planning engine data interface services of type CSV
Interface Details tab
Data Source tab
Planning Engine tab
File Detail tab
File Processing tab
Import Behavior tab
Mappings tab
Export Constants tab
Export Filter tab
Defining planning engine data interface services of type database
Interface Details tab
Data Source tab
Planning Engine tab
Import Behavior tab
Export Behavior tab
Mappings tab
Export Constants tab
Export Filter tab
Defining planning engine data interface services of type excel
Interface Details tab
Data Source tab
Planning Engine tab
Import Behavior tab
Mappings tab
Export Constants tab
Export Filter tab
Import Interface Service
Export Interface Service
Validation of Planning Engine interface service
Data Sources
Defining data sources
Database data source
My SQL
Oracle
SQL Server
Internal SCV
Data Lake (Compass)
File data source
FTP data source
Supply Planning data source
Downloading Supply Planning Data model
Amazon S3 data source
Editing data sources
Creating interface services
Adding new attribute
Adding new export constant
Adding new import constant
Interpolation calendars
Defining interpolation calendars
Measures
Creating measures
Format tab
Calculation tab
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
Market Intelligence
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
Profiles
Configuring profiles
Applying profiles to a worksheet
Example of applying a profile to a worksheet
Using filters for profiles
Scripts
Defining script
Validation of mapping
Validation of code
Tags
Defining tags
Deleting tags
Worksheet overview
Configuring 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
Syntax for sorting options
History parameters
Chart parameters
Charting parameters
Map chart parameters
Chart Filter parameters
Market Intelligence report
Order Viewer report
Notes
Notes parameters
Process Overview report
Using an offline excel sheet to access scenario values
Configuring multi-panel worksheets
Panel Overrides tab
Panel Links tab
Panel Link Overrides tab
Worksheet Parameters tab
Worksheet Parameter Overrides tab
Cycles overview
Defining cycles
Defining cycles - Cycle Details tab
Defining Cycles - Tags 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
Defining Cycles - Application Variable tab
Cycle processes
Creating cycle processes
Job scheduler overview
Defining a schedule for a simple job
Defining a schedule for a expert job
Execution of a scheduled job
Syntax for the schedule expression
Engines overview
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
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
Generating forecast using My Selection
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
Multiple Regression algorithm in ATT forecast engine
BEST algorithm and forecast combining in forecast engine
Naive algorithm in forecast engine
ARIMA algorithm in ATT forecast engine
Forecast engine error codes
Forecast engine warning codes
History Replacement Engines 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
Macros overview
Creating macros
Cycle Period macro commands
AddCyclePeriodNote macro
Validation and execution
CopyScenario macro
Validation and execution
CreateScenario macro
Validation and execution
Validation and error messages
EndSCVBatch macro at cycle period level
Validation and execution
Validation and error messages
RunCodelistInterfaceService macro at cycle period level
Validation and execution
Validation and error messages
RunCommand macro at Cycle period level
RunInterfaceService (Export) - Bucket at cycle period level
Validation and error messages
RunInterfaceService (Export) - Current Bucket at cycle period level
RunInterfaceService (Export) - Start Bucket at cycle period level
RunScenarioMacro at cycle period level
Validation and execution
Validation and error messages
RunSCV macro at cycle period level
Validation and execution
Validation and error messages
StartSCVBatch macro at cycle period level
Validation and execution
Validation and error messages
Scenario macro commands
AddScenarioNote macro
CalculatePeriodWeigting macro
CallForecastEngine macro
CallReplenishmentEngine macro
ClearMeasure macro
CopyCyclePeriodData macro
CopyCyclePeriodData parameters
Validation and execution
Validation and error messages
CopyLastPeriodMeasure macro
Validation and Execution for CopyLastPeriodMeasure
Validation and error messages
CopyMIEvent macro
Validation and execution
Validation and error messages
CopyScenarioData macro
Validation and Execution for CopyScenarioData
Validation and error messages
CopyScenarioNote macro
DeleteMIEvent macro
DeleteMIEvent parameters
Validation and execution
EmailWorksheet macro
Validation and execution
Validation and error messages
EndSCVBatch macro at scenario level
Validation and execution
Validation and error messages
Filter Parameter syntax
RunCommand macro at scenario level
RunInterfaceService (Import) at scenario level
Validation and error messages
RunInterfaceService (Export) - Bucket at scenario level
Validation and error messages
RunInterfaceService (Export) - Current Bucket at scenario level
RunInterfaceService (Export) - Start Bucket at scenario level
RunMapping macro
Validation and execution
Validation and error messages
RunScenarioMacro at scenario level
Validation and execution
Validation and error messages
RunSCV macro at scenario level
Validation and execution
Validation and error messages
StartSCVBatch macro at scenario level
Validation and execution
Validation and error messages
Supersession macro commands
Validation and execution
SetAppVaribale macro at scenario level
System macro commands
AbortCyclePeriod macro
Validation and execution
Validation and error messages
ArchiveCyclePeriod macro
Validation and execution
Validation and error messages
CompleteCyclePeriod macro
Validation and execution
Validation and error messages
CreateCyclePeriod macro
Validation and execution
Validation and error messages
DeleteScenarios macro
Validation and execution
Validation and error messages
EditShareScenarios macro
Validation and execution
Validation and error messages
EndSCVBatch macro at system level
Validation and execution
Validation and error messages
ExportToDataLake macro
Validation and execution
Validation and error messages
PauseCyclePeriod macro
Validation and execution
Validation and error messages
PublishMetadataToION macro
Validation and execution
Validation and error messages
RestoreCyclePeriod macro
Validation and execution
Validation and error messages
ResumeCyclePeriod macro
Validation and execution
Validation and error messages
RunCodelistInterfaceService macro at system level
Validation and execution
Validation and error messages
RunCommand macro at system level
RunCyclePeriodMacro macro
Validation and execution
Validation and error messages
RunProductionSchedulingBackup macro
RunProductionSchedulingMacro
RunScenarioMacro at system level
Validation and execution
Validation and error messages
RunScript macro
Validation and execution
Validation and error messages
RunSCV macro at system level
Validation and execution
Validation and error messages
RunSCVInterfaceService (Export) at system level
Validation and execution
Validation and error messages
RunSCVInterfaceService (Import) at system level
Validation and execution
Validation and error messages
RunSQL macro
Validation and execution
Validation and error messages
RunSystemMacro macro
Validation and execution
Validation and error messages
SaveDiscardScenarios macro
Validation and execution
Validation and error messages
SetAppVariable macro at system level
StartCyclePeriod macro
Validation and execution
Validation and error messages
StartSCVBatch macro at system level
Validation and execution
Validation and error messages
Executing system level macros
Using the external macro tool
Mapping
Creating mappings
Scenario processes overview
Creating scenario processes
Editing scenario processes
Events
Event generator
Creating event generators
Event notification
Creating event notifications
Search overview
Editing searches
Maintenance
Backup overview
Creating backups
Load template
Template file requirements
Loading configuration settings
Save template
Saving configuration settings
Configuration overrides
System Settings
Configuring System Settings
ION Settings tab
Data Retention Settings tab
Reset Overrides tab
Reset database
Resetting database
SCV
Application Defaults
Defining SCV Application Default attribute
Validation of SCV Application Default attribute
Business Object Interface (BOI)
Defining SCV BOI
Validation of SCV BOIs
BOI Groups
Creating SCV BOI Group
Business Plans
Defining SCV Business Plans
Creating Production Plan
Creating Purchase Plan
Creating Transfer Plan
Creating Sales Plan
Generating XML template for publish views
Validation of SCV business plans
SCV Constraint
Creating SCV Constraint
SCV Currency Conversion
Defining SCV Currency Conversion
Data Enhancement Rule
Creating SCV Data Enhancement Rule
Data Selection Rule
Defining data selection rules for SCV data
SCV Database Views
Creating SCV Database View
SCV Datasheets
Creating SCV datasheets
Managing SCV datasheets
Viewing SCV datasheets
Editing SCV Planning Configuration datasheets
Editing SCV Core Table extension datasheets
SCV Entities
Creating SCV Entity
Creating Property in SCV entity
Creating extended property in SCV entity
SCV Export Profile
Defining SCV export profile
Validation of SCV export profile data
SCV Hierarchies
Creating SCV Hierarchy Level
Resetting the Order of the Hierarchy Levels
SCV Hierarchy Table Links
Creating SCV Hierarchy Table links
Validation of hierarchy table Link data
SCV Map Routings
Creating Map Routings
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
SCV Mappings
Creating SCV Mapping
Overriding SCV mapping
SCV configuration
Managing SCV Configuration Parameter
SCV Model
Creating SCV Model Parameter
SCV Profile
Creating SCV Profile
SCV Table Group
Creating SCV Table Group
Overriding a SCV Table Group
SCV Table Registry
Creating SCV Table Registry
SCV Manufacture Items
Mapping the Template for Manufacturing Item
SCV Manufacture Items
Mapping the Template for Purchase Item
SCV Manufacture Items
Mapping the Template for Transfer Item
SCV LOVs
Creating SCV Validation LOVs
Validation of SCV Validation LOVs
Overriding a List of Values
SCV Validation Rule
Creating SCV validation rule
Validation rules and error messages
SCV Process overview
Save Plan Publish log
SCV Valid Combinations
Managing SCV Valid Combinations
Validation of SCV Valid Combinations
Synchronizing SCV configuration
Entity synchronization
SCV Inbox table creation
Inbound SCV Core table creation
SCV Outbox table creation
SCV Staging table creation
SCV Planning Configuration table creation
SCV Extension Data table creation
Constraints synchronisation
Database views synchronisation
SCV program
Purge planning data
Scope of purge planning data
Purge plan
Purge execution log
Purge snapshot log
Purge validation log
Security
Roles overview
Creating roles
Standard SCP roles
Additional Demand Essential Roles
Additional Production Scheduling Roles
Additional SCV Roles
Users overview
Creating users
Exporting User data
Planning Engine
Planning Engine Definition
Configuring Planning Engine Definition
Classes tab
Class Diagram tab
Class Display Names tab
Optimization tab
Workflows tab
Variables tab
Variables Overrides tab
Queries tab
Template Migration
Validation
Planning Engine Cycle
Creating Planning Engine Cycle
Planning Engine process
Creating Planning Engine
Executing workflow
Editing Planning Engine
Executing macro
Uploading Planning Engine
Validation and error messages
Downloading Planning Engine
Planning Engine status
Promote to Master
Creating next Planning Engine
Plansheet overview
Configuring standard plansheet
Plan Data plansheet
Resource parameters
Resource Syntax
Property parameters
Property Format properties (rv_property_format)
Property Syntax
Count Examples
Period parameters
Period Syntax
Period examples
Layout and Behavior parameters
Chart parameters
Map Chart parameters
Chart Filter parameters
Notes plansheet
Network visualization plansheet
Network visualization parameter
Configuring multi-panel plansheet
Panel Overrides tab
Panel Links tab
Panel Link Overrides tab
Plansheet Parameters tab (multi-panel)
Validation
Resource Syntax
Panel Links in a multi-panel plansheet
Plansheet parameter preferences
Macro overview
Planning Engine macro commands for System
CopyPlanningEngine macro
Validation and execution
Validation and error messages
DownloadPlanningEngine macro
Validation and execution
Validation and error messages
CreatePlanningEngine Macro
Validation and execution
Validation and error messages
DeletePlanningEngine macro
Validation and execution
Validation and error messages
NextPlanningEngine macro
Validation and execution
Validation and error messages
RunPlanningEngineInterfaceService macro at System level
Validation and execution
Validation and error messages
RunPlanningEngineMacro at system level
Validation and execution
Validation and error messages
RunPlanningEngineWorkflow macro at system level
Validation and execution
Validation and error messages
SetAppVariable macro at planning engine level
Planning Engine macro commands for Planning Engine
CopyPlanningEngineNotes macro
Validation and execution
Validation and error messages
EndSCVBatch macro at planning engine level
Validation and execution
Validation and error messages
RunPlanningEngineMacro at planning engine level
Validation and execution
RunPlanningEngineWorkflow macro at planning engine level
Validation and execution
Validation and error messages
RunSCV macro at Planning Engine level
Validation and execution
Validation and error messages
StartSCVBatch macro at planning engine level
Validation and execution
Validation and error messages
SetAppVariable macro at planning engine level
Reference
Planning Engine locking mechanism
Planning Engine user update and processing actions
Planning Engine read actions
Planning Engine update actions
Concurrent actions matrix
Planning Engine optimization
Posted property
Costs
Locked property
Discrete constraints
Multiple constraints
Threshold constraints
Solver parameters
include_optimization
solver_engine
Validation
Import of data in Planning engine
Import of Resource data
Process
Validation rules
Validation messages
Import of Calendar
Import of Quantities
Import of Variables
Export of data in Planning engine
Common Child Class
Example 1- Export from non-Allocation class with optional parents
Example 2 - Export Allocation resource
Example 3 - Identification of ambiguous parent relations
Planning Engine workflow
Workflow commands
Abort
Check Optimization
Clear Plan
Create Resource For Class With Name
Delete Partition
Delete Resources
Delete Selection
Echo
Echo Error
Echo Warning
FOR ... NEXT
IF … THEN … ELSE … ENDIF
Lock Selection Up To
Lock Up To
Persist Properties
Restore Buckets
Select
Select Children
Set Calendar Range
Set Values
Set values For Selection
Sleep
Solve
Workflow
$variable = . . .
Create Buckets By StartDate EndDate Name
Echo Resources For Class
Evaluation of expressions
Validation of workflow
Planning Engine queries
Query definition
Query evaluation
Query validation
Examples
Planning Engine analysis
Planning Engine details
Details tab
Logs tab
Application Variables tab
Classes tab
Class Diagram tab
Class Display Names tab
Optimizations tab
Workflows tab
Variables tab
Queries tab
Viewing Plansheet
Viewing Plan Data Plansheet
Editing Plan Data
Plan Data plansheet toolbar
Element Browser
Property definition and bound
Viewing Network Visualization plansheet
Viewing Notes plansheet
Saving searches
Using searches
Viewing multi-panel plansheet
Process
Audit Log
Searching the audit log
Viewing SCV Audit Log
Audit Log Dashboard
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
Searching for notes
New Note
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
Apply security for a scenario
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
Configuration data versioning
My Events
Displaying events
My Jobs
Canceling jobs
My Scheduled Jobs
My Scheduled Jobs
Setup Checker
Setup checks and messages
Utilities
SCV SQL Previewer
Data Management
Editing code list elements
Importing code list elements
Exporting code list elements
Parameter variables
Analysis Cycle parameter variable substitution
Analysis Cycle parameter variables
Planning Engine parameter variable substitution
Planning Engine parameter variables
Production Scheduling parameter variable substitution
Production Scheduling parameter variables
Generic and SCV parameter variable substitution
Generic and SCV parameter variables
Worksheet parameter overrides
Cycle or Cycle Module tab options
Setting Data Context for worksheet
Creating Profile from a Worksheet
Viewing worksheets
Viewing worksheets via Mobile
Using embedded worksheets
Accessing Debug information from OLAP
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
Order Viewer
Edit Order Viewer
My Selections overview
Creating My Selections
Filtered Selection
Manual Selection
Limitations for My Selections
Production Scheduling
Planning Board
Batches list
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
Define Reports
Defining Production Scheduling report
Validation of Production Scheduling report
Viewing Production Scheduling reports
Forecast Consumption
Basic Configuration overview
Planning Engine configuration
Calendar
Published Plan
Demand group and Base level
Running the process
Supporting macros
Queries used in navigation
Plan Review overview
Alerts panel
Globals panel
Global switches panel
Demand Groups List panel
Demand Groups panel
Base Forecast List panel
Alert exception list
Base Forecasts and Base Forecasts Details
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