Planning entity selection

The Selection panel is displayed when you access the Demand Planning Workbench screen.

You can use these options on the Selection panel:

  • Search: To specify the search parameters of required Planning Entity (PE), or Aggregate Planning Entity (APE). The results are displayed as a list after you specify and click the Go option.
  • Filter: To filter the PE or APE search results.
  • Collapse: To close the Selection panel.
  • Sort: To sort the PE or APE list (Ascending or Descending).
    Note: This option is enabled only if the PE or APE list is displayed.

PE or APE data is displayed in the Selection panel, only after you perform a search or apply a filter. The related PEs or APEs are listed and displayed based on the search criteria or filter applied. The basic search display results based on the attributes and properties of planning entities. Possible scenarios:

  • A single-string search applies a ‘starts with’ match across the PE name, description, and other PE attributes and properties, in the search index. For example, a search for pow, lists PEs that have words that start with pow, such as, Tamarind Powder.
  • You can make additional search queries using the Lucene query syntax.

You can use the Advanced search option to perform more detailed and precise searches. See Advanced search.

In addition, the planning entities can be filtered based on certain criteria. See Setting filter criteria for planning entities.

The Selection panel displays a count of the search results when a search is performed. A card is displayed for each PE and APE that meets the selection criteria. By default, the first 5 cards are displayed and ordered alphabetically by the PE or APE name in the Selection panel.

Note: 
  • You can select to display 5, 10, 25 or 100 search records per page.
  • When you select a PE or APE, the Work Area and Information panels are populated with the related information.
  • You can use the Next and Previous options on the Summary panel to move between the PEs on the list.

This information is displayed on each card:

  • Product Name (Product/Grouping)
  • Product Code (this is hyphenated)
  • Channel Name (Channel/Grouping)
  • An icon that identifies APEs and PEs and the type of entity (for example, Product @ Channel)
  • An icon that displays PE relationship
  • An icon that displays the current count of the PEs or APEs situations (if any)