Creating Sales Plan

Use this page to create a new sales plan for a business plan.

  1. Access the required Business Plan.
  2. Click New on the Sales tab. The Sales Plan Details screen is displayed.
  3. Specify this information on the Plan Attributes tab:
    Plan
    The name of the sales plan to be included in the current business plan.
    Note: 
    • The possible values are displayed from distinct Plan Names in PLAN_PUBLISH_LOG.
    • You can also add new plans.
    Enabled
    Indicates the status of the sales plan. Possible values:
    • On (Active)
    • Off (Inactive)
    Note: By default, the value is set to On.
    Source
    The SCV profile of the application that publishes the sales plan.
    Note: If the current plan is selected from PLAN_PUBLISH_LOG, the value defaults to the associated Plan Source in the PLAN_PUBLISH_LOG table.
    SCV Core Plan Table
    The SCV core plan table in which the Sales Plan is saved.
    Note: If the current plan is selected from PLAN_PUBLISH_LOG, the value is set to the associated Plan Table in the PLAN_PUBLISH_LOG table. Else, the list is created from Table Names in SCV Table Registry, where plan_table_flag = Yes.
    SCP Order Status
    The SCP status for each plan value in the sales plan.
    Note: If the current plan is selected from PLAN_PUBLISH_LOG, the value is set to the associated SCP Order Status in the PLAN_PUBLISH_LOG table.
    Plan Version
    The version details of the sales plan.
    Note: If the current plan is selected from PLAN_PUBLISH_LOG, this value is set to the associated Plan version in the PLAN_PUBLISH_LOG table.
    Plan Type
    The type of the sales plan.
    Note: If the current plan is selected from PLAN_PUBLISH_LOG, this value is set to the associated Plan Type in the PLAN_PUBLISH_LOG table.
    Plan Subtype
    The sub-type of the sales plan.
    Note: If the current plan is selected from PLAN_PUBLISH_LOG, this value is set to the associated Plan Subtype in the PLAN_PUBLISH_LOG table.
    Cycle Period
    The cycle period for which the sales plan is to be created.
    Note: If the current plan is selected from PLAN_PUBLISH_LOG, this value is set to the associated Cycle Period ID (SCV) in the PLAN_PUBLISH_LOG table.
    Scenario
    The scenario for which the sales plan is to be created.
    Note: If the current plan is selected from PLAN_PUBLISH_LOG, this value is set to the associated SCV Scenario ID (SCV) in the PLAN_PUBLISH_LOG table.
  4. Specify this information on the Horizon Attributes tab:
    Horizon
    The duration of the export horizon.
    Horizon
    The unit used for the horizon duration. Possible values:
    • Days
    • Weeks
    • Months
    Rolling Day
    The rolling day sequence in the horizon unit of the next plan. For example, the 2nd Monday of the Month.
    Note: The possible values are all ordering numbers from ‘1st’ to ‘6th’.
    Rolling Day
    The name of the rolling day.
    Note: The possible values are ‘Day’ and the day names from ‘Monday’ to ‘Sunday’.
    Next Plan
    Indicates the name of the Next Plan derived from the Sales Plan list.
    Next Plan’s Horizon
    Indicates the horizon of the Next Plan derived from the Sales Plan list.
    Column to use for Horizon Selection
    The name of the SCV Core Plan table column that contains the horizon filter value.
    Note: The possible values list is created from all columns available in the SCV Core Plan Table of the Plan Attributes tab.
  5. Specify this information on the Item & Location Data Selection tab:
    Item Data Selection
    The name of the item data selection. This can be used as a filter when exporting the sales plan.
    Note: The list of possible values is displayed from the Data Selection Names in DATA_SELECTION.
    Location Data Selection
    The name of the location data selection. This can be used as a filter when exporting the sales plan.
    Note: The list of possible values is displayed from the Data Selection Names in DATA_SELECTION.
    Column to use for Item Selection
    The name of the SCV Core Plan table column that contains the item filter value.
    Note: The list of possible values is displayed from the SCV Core Plan Table in the Plan Attributes tab.
    Column to use for Location Selection
    The name of the SCV Core Plan table column that contains the location filter value.
    Note: The list of possible values is displayed from the SCV Core Plan Table in the Plan Attributes tab.
  6. Click the Export Profile tab.
  7. Specify the name of the export profile in the Export Profile field.
    Note: The possible values list is displayed from Export Profile Names in EXPORT_PROFILE.
  8. Click ADD. The new sales plan is included in the selected business plan.
    Note: You can use this screen to:
    • Create a duplicate of the existing sales plan and modify the parameters as required using the Duplicate option.
    • Delete existing sales plans using the Delete option.
    • Move the selected sales plans using the arrows.