Customer Supersession

The Supersession - replace customers screen enables you to replace one customer with another customer. This screen can be accessed when you right-click a card on the Selection panel and click the Customer Supersession option from the content menu.

The Supersession - replace customers screen contains these sections:

  • Customers to be replaced
  • Replacement customers
  • Replacement details

Customers to be replaced

You can use this section to select the customer that you require to replace. If the selected card contains a customer, the customer is displayed. Else, you can click the + Customers option to search and select the required customer. The selected customers are added to the list when you click Apply.

Note: 
  • Multiple customers can be selected in Customers to be replaced section, when the Replacement customers section contains zero or one replacement customer. Else, only one customer can be selected to be replaced.
  • You must select at least one customer to complete the replacement.

Replacement customers

You can use this section to select the customer that replace the customer in the Customers to replaced section. You can select the + Customer list menu and click one of these options:

  • Create new customer: Enables you to create a new customer. You must specify the code of the customer in the Enter new customer code field and click Verify. When the validation is successful, you can click Apply. The selected customer is added to the list.
  • Selecting existing customer: Enables you to search for a specific customer. You can select the required customer from the list and click Apply.
    Note: 
    • When multiple customers are selected in Customer to be replaced section, you can select only one replacement customer.
    • When a single customer is selected to be replaced, you can select multiple replacement customers.

Replacement details

You can use this section to configure additional settings for the supersession link. You can specify this information:

Discontinue replaced customers
If this check box is selected, you can specify a discontinuation date for each customer selected in the Customers to be replaced section.
Discontinuation date
The date when the replaced (predecessor) customer becomes inactive.
Note: 
  • This date overwrites existing discontinuation date.
  • If the customer is a part of multiple supersession chains, the latest discontinuation date is used.
History factor
The proportion of historical demand from the predecessor to transfer to the successor during supersession processing.
Note: 
  • The history factor is applied during history transfer to the base replacement planning entity.
  • The transferred history is aggregated to all aggregate levels.
  • The application aggregates predecessor history for all aggregate levels. Whether the aggregated predecessor is included in the net history is determined by the settings configured for each aggregate level on the System Settings screen.
Link introduction and discontinuation dates
If this check box is selected, the discontinuation date is used as the introduction date for all replacements customers.
Note: This option is available if there is only one customer to be replaced.
Introduction date
The date when the replacement (successor) customer becomes active.
Note: 
  • The Replacement details section is enabled only when you select customers in the Customers to be replaced and the Replacement customers sections.
  • The discontinuation date overwrites any existing discontinuation dates for the product to be replaced.
  • The introduction dates overwrite any existing introduction dates for the replacement products.
  • If the replacement customer is defined in multiple supersession links, the earliest introduction date is used.

After you specify the required information, click Replace to create the supersession link. When the validation is successful, the application performs these actions:

  • Creates new customers and aggregates.
  • Creates links between base planning entities.
  • Sets introduction and discontinuation dates.
  • Transfers net history from predecessor to successor based on the defined ratio and stores as predecessor history.
  • Aggregates predecessor history to all aggregate planning entities.

Supersession links cannot be created when:

  • A link already exists between 2 products.
  • The supersession link creates a circular chain. For example, Product A, supersedes Product B. Product B supersedes Product A.
  • The supersession chain exceeds 100.
Note: Forecasts must be regenerated to apply the updated or deleted supersession links.