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Demand and Supply Planning Process Steps

A high level step by step review of the DemandCaster S&OP Demand and Supply planning process is provided below.

S&OP Planning Progress Tool Bar

The toolbar sections illustrate what needs to be run via the color coding and timestamps. In short, anything that is yellow or red should be run prior to approving the plan. If a predecessor process is updated, all the subsequent steps need to be run again.

  • Green: Updated.
  • Yellow: Needs to be run. A process that precedes it has been run but there has been no change to the base data.
  • Red: Data out of date, needs to run.

Running the requirement or capacity review is optional. It is performed after the completion of the supply plan and before plan approval to identify any material and/or capacity challenges.

S&OP Planning Progress Tool Bar

Things to Consider

You may automatically update the demand plan data with each new upload. To enable the automatic update, enable the Recalculate SOP Actual History After Upload setting unders Sales and Operations Planning Settings in System Settings.

When introducing new items, consider linking the new item to a similar old item per the article old to new linking. Also, new items with no history need to be assigned to their demand stream per the article assigning new items to the planning hierarchy.

After the close of the prior fiscal month or planning period, run the analytics as described in the Analytics Logic article. Please note that some analytics apply the change to the next requirement plan depending on the options set. For example, safety stocks may be updated depending on the method chosen. As a result, we recommend making changes to Order Points only after reviewing the results in the Order Point Review to determine if a change needs to be made.

Run Pareto Analysis

To run the Pareto:

  1. Click on "Pareto Analysis" in the menu bar, or
  2. "[Pareto]" in the progress bar.
  3. Click "Run Pareto" to start the process.

The detailed steps to run a new Pareto Analysis are described here in the Pareto Analysis article.

Pareto should be run at the beginning of each planning period (i.e. once/month) or when new items or item to item linking is introduced.

Run Pareto Analysis

Run, Review, and Edit Demand Plan

To run a Demand Plan:

  1. Click on the "Demand and Supply Plan" in the menu bar or
  2. [Demand Plan] in the progress bar
  3. Click "Run Demand Plan" button to commence the Demand Plan

The detailed steps to run a new Demand Plan are documented here in the Running a New Demand Plan article.

Run, Review, and Edit Demand Plan

Run and Review the Supply Planning

Supply Planning is the process of translating the Demand Plan into an appropriate Supply Plan.

To run a Supply Plan:

  1. Click on the "Demand and Supply Plan" in the menu bar or
  2. [Supply Plan] in the progress bar
  3. Click "Run Supply Plan" button to commence the supply plan
Run and Review the Supply Planning

Optional: Run Requirement Review

Upon completion of supply plan, run Requirement Review to assess any shortages or issues that necessitate a change in the demand plan

To run a requirement review:

  1. Click "Requirement Review" in the menu bar
  2. Click "Run Analysis" to commence analysis
  3. Once the analysis is complete, click "Suggested Orders" to review the results.
Optional: Run Requirement Review

Optional: Run Capacity Review

Upon completion of the Requirement Review, run Capacity Review to assess any capacity related issues that may necessitate a change in the plan

To run a Capacity Review:

  1. Click "Capacity Review" in the menu bar
  2. The capacity plan will automatically update
Optional: Run Capacity Review

Approve Plan

The last step is approving the demand and supply plan to make it available for the requirement planning process.

To Approve the Plan:

  1. Click "Plan Approval" in the menu bar
  2. Click "Approve" to approve the plan

Running a requirement plan is described in the article Running a New Forecast (Basic Module) or Requirement Plan

Approve Plan
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