Planning examples

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Updating purchase plans

Let's have a look at an example. You have to update planned purchases of the "Air conditioner FIRMSTAR 12М" products for January 2017, February 2017, and March 2017 within the confirmed annual purchase plan and according to available stock in a warehouse.

Source data:

• The annual purchase plan is generated for period from 01/01/2017 to 12/31/2017 by the "Appliances purchase planning" scenario. The plan frequency is set to "Month", and plan profile with details by a department and warehouse is selected.
• As of 12/28/2016, there are 18 units of Air conditioner FIRMSTAR 12М product in available warehouse stock.

To update planned purchases, you can use the following options:

• Replace period values of the previous plan within rolling planning.
• Sum up period values of the new plan and the ones of the previous plan within cumulative planning.

Option 1. Updating planned purchases within rolling planning

The example of updating a purchase plan within rolling planning is displayed in the diagram.

Generate Purchase plan for period from 01/01/17 to 03/31/17 by the annual purchase plan scenario. For the document, select a plan profile with details by a Department and Warehouse. In the plan profile, set the Advanced filling option (by sources) filling option and the Substitute planning method.

In the plan filling rule, specify the following planning data sources:

• Purchase plans with plus (+) sign and data selection mode "Period offset" equal to 0. To refine data by the specified source, set the filter by the planning scenario within which the annual purchase plan is generated. The data for planning periods January 2017, February 2017, and March 2017 will be selected from the annual purchase plan.
• Available stock with minus (–) sign and data selection mode "As of". Specify the planning month start date. To refine data by the specified source, in the filling rule, set the filter by the "Appliances" warehouse and "Air conditioner FIRMSTAR 12М" product.

According to the set rule, a new corrective purchase plan is generated for planning periods January 2017, February 2017, and March 2017.

The new purchase plan substitutes for planning period values of the previous plan. The previous plan becomes outdated.

A corrective value of planned purchases is calculated for each planning period as follows:

Purchase plan for 1 planning period – Available stock / Number of planning periods in corrective plan

For example, the corrective value of planned purchases for January 2017 = 7 units – 18 units / 3 = 1 unit.

When creating purchase orders, the goods quantity according to the corrective purchase plan will be suggested.

The results of calculating corrective value of planned purchases based on available stock within rolling planning are displayed in table 2.3.

Table 2.3

Option 2. Updating planned purchases within cumulative planning

The example of updating planned purchases within cumulative planning is displayed in the diagram.

Generate Purchase plan for the period from 01/01/17 to 01/31/17 by annual purchase plan scenario "Appliances purchase planning". For the document, select a plan profile with details by a Department and Warehouse. In the plan profile, set the Advanced filling option (by sources) filling option and the Cumulative planning method.

In the plan filling rule, specify the Available stock planning data source with minus (–) sign and data selection mode "As of". Available stock will be selected as of purchase planning start date. To refine data by the specified source, in the filling rule, set the filter by the "Appliances" warehouse and "Air conditioner FIRMSTAR 12М" products.

According to the set rule, a new corrective purchase plan deducting the available stock is generated for planning periods January 2017, February 2017, and March 2017.

A corrective value of planned purchases is calculated for each planning period as follows:

Available stock/Number of planning periods

For example, the corrective value of planned purchases for January 2017 =–18 units/3 =–6 units

Goods quantity to be ordered from supplier according to plans will be calculated as follows:

Purchase plan + Corrective purchase plan

In table 2.4, you can see the results of calculating adjustments being made to the purchase plan for planning periods January 2017, February 2017, and March 2017 within cumulative planning.

Table 2.4

When you create purchase orders according to the plan, the total quantity by all plans will be considered, but only positive products quantity will be suggested for order.

Planning purchases for a production plan considering safety stock and available material stock

Let's have a look at an example. You need to plan purchases considering demands for materials (for goods production), safety stock, and available material stock in a warehouse.

Source data:

• Sales order, which reflects demand for 10 units of Rack (corner) products to be shipped on 04/30/2017.
• Bill of resources for 10 units of Rack (corner) products, which consist of materials:
  • Pine board – 20 cubic meters.
  • Wood varnish – 2 l.
• Safety stock level (in the Set up inventory level control workplace):
  • Pine board – 50 cubic meters.
  • Wood varnish – 12 l.
• As of 04/01/2017, there is available material stock in the warehouse:
  • Pine board – 20 cubic meters.
  • Wood varnish – 10 l.

The example of planning demands for materials (for production) based on a sales plan is displayed in the diagram.

Generate Sales plan for April 2017 by the "Sales plan of wooden products" scenario. The plan frequency is set to "Month". Select a plan profile with the plan filling option by sources.

In the plan filling rule, specify the Sales orders planning data source with plus (+) sign and data selection mode "Period offset" equal to 0. To refine the data by sales orders, set the filter by a warehouse.

According to the sales order data, create a sales plan for 10 units of Rack (corner) products.

Then, plan products and materials production based on the sales plan.

Generate Production plan for March 2017 within the scenario for which the Production plan – Calculation of materials, OC types and workforce demand check box is selected. For the document, select a plan profile with details by a Dispatcher department and filling option by sources.

In the plan filling rule, specify the Sales plans planning data source with plus (+) sign and data selection mode "Period offset" equal to 1.

The production plan will be filled in with data of the sales plan generated for April 2017.

A planned demand for materials used to manufacture 10 units of Rack (corner) products will be calculated for February 2017 based on bill of resources data.

Plan materials purchase for February 2017 considering safety stock and available stock in the warehouse.

The example of planning purchases based on demands for materials considering safety stock and available stock is displayed in the diagram.

Generate a purchase plan within a scenario of a plan profile for which the advanced filling option (by sources) is set.

In the plan filling rule, specify the following planning data sources:

• Goods limitations with plus (+) sign, set parameter Inventory type = "Safety stock", and data selection mode "without restrictions".
• Available stock with minus (–) sign as of planning start date.
• Production plans (materials) with plus (+) sign.

To fill in the plan correctly, adjust fields of the selected planning data sources by editing grouping fields of the Production plans data source.

According to the set rule, the planned purchases are calculated as follows:

Safety stock level + Production plans (materials) – Available stock

• Planned purchases for the "Pine board" material = 50 cubic meters + 20 cubic meters – 20 cubic meters = 50 cubic meters.
• Planned purchases for the "Wood varnish" material = 12 l + 2 l – 10 l = 4 l.

Synchronizing purchase plans and orders

Let's have a look at an example. The Warehousing facilities department had demand for the following products:

• NYM Cable (Nordcable) 1х6 – 100 units to be shipped on 02/21/17.
• NYM Cable (Nordcable) 1х4 – 80 units to be shipped on 03/22/17.

The demand for the product purchase was recorded in the Order for internal consumption document.

Based on the demand for the product, the Purchase plan was generated for period from 02/01/17 to 03/31/17.

Then, material quantity within the demand was adjusted – both upwards and downwards.

You have to get an up-to-date version of the purchase plan considering adjustments made to orders for internal goods consumption.

To get the up-to-date version of the purchase plan, do one of the following:

• Replace period values of the previous plan within rolling planning.
• Sum up period values of the new plan and the ones of the previous plan within cumulative planning.

Synchronizing orders and purchase plans within rolling planning

The example of synchronizing orders and purchase plans within rolling planning is displayed in the diagram.

To adjust planned purchases, generate a new Purchase plan for period from 02/01/17 to 03/31/17. For the document, select a plan profile with the filling option by sources and the Substitute planning method.

In the plan filling rule, specify the Orders for internal consumption data source, which records the collective demand.

The new corrective plan substitutes period values of the previous plan. The previous purchase plan becomes outdated.

When creating purchase orders according to the plan, goods quantity recorded by the corrective purchase plan will be suggested.

Synchronizing orders and purchase plans within cumulative planning

The example of synchronizing orders and purchase plans within cumulative planning is displayed in the diagram.

To adjust planned purchases according to the collective demand, generate a new Purchase plan within a plan profile for which the filling option by sources and the Cumulative planning method are set.

In the plan filling rule, specify the following planning data sources:

• Orders for internal consumption with plus (+) sign and data selection mode "Period offset" equal to 0.
• Purchase plans with minus (–) sign and data selection mode "Period offset" equal to 0.

According to the set rule, a new corrective purchase plan is generated. In this plan, changes made to orders for internal consumption are considered.

When creating purchase orders, the goods quantity resulting from summing up all plans (purchase plan + corrective purchase plan) will be suggested.

Planning sales with details by customers and agreements based on orders and previous period sales

Let's have a look at an example. You have to generate a monthly sales plan for 2017 with details by customers and agreements. The plan is to be based on actual sales of the previous periods of 2016, and it should consider sales orders. It is expected that sales volume for 2017 exceeds the one registered for previous periods of 2016 by 71.43%.

Source data:

• Annual sales plan for period from 01/01/17 to 12/31/17 created within the "Annual appliance sales plan" scenario with the "Year" frequency. 300 units of ORBITA ventilator product are planned to be sold.
• Sales of 175 units of ORBITA ventilator product for period from 01/01/16 to 12/31/16.
• Sales orders which reflect demand for ORBITA ventilator products for January 2017, February 2017, and March 2017.

The example of allocating the annual sales plan to the monthly sales plan for January 2017 is displayed in the diagram.

Generate Sales plan by the "Appliance sales plan" planning scenario with the "Month" frequency. For the document, select a plan profile with details by Customer – Unified plan by customers and Agreement – Unified plan by agreements. In the plan profile, set the filling option by sources.

In the plan filling rule, specify the following planning data sources:

• Sales with plus (sign), data selection mode "Period offset" equal to –12, and filter by a warehouse and product set in the filling rule of the planning data source. Sales data for the previous year, 2016, will be received from the specified source.
• Sales orders with plus (+) sign, data selection mode "Period offset" equal to 0, and set filter by a warehouse and product.

Group the selected sources used to fill in quantity together and set the Addition rule for them.

To fill in Sales plan correctly, adjust the selected data sources so that they have the same fields to be filled in. To do this, edit the grouping of the Sales orders data source (see chapter "Adjusting filling fields of planning data sources").

As it is expected that sales volume for 2017 increases by 71.43%, specify the value of this indicator in the Change result to (%) field with rounding for each period to "1".

According to the set filling rule, the annual sales plan is allocated to the monthly sales plan with automatic filling of agreements and customers from orders.

Standard allocation of an annual sales plan to a monthly sales plan

Let's have a look at an example. You have to generate a monthly sales plan for the period from 01/01/17 to 12/31/17 within a confirmed annual sales plan.

The annual sales plan is generated for the period from 01/01/17 to 12/31/17 within the "Annual fan sales plan" scenario with the "Year" frequency and plan profile with the filling option by sources.

200 units of the "Men's fur boots" product are planned to be sold.

The standard allocation of the annual sales plan to monthly plan periods is displayed in the diagram.

Generate Sales plan for the period from 01/01/17 to 12/31/17 within a scenario with the "Month" frequency and a plan profile with the filling option by sources.

In the plan filling rule, specify the Sales plans planning data source with plus (+) sign and data selection mode "Period offset" equal to 0. In addition to this, set the filter by the scenario within which the annual sales plan is generated.

Planned sales for each planning period of the monthly plan are calculated as follows:

Annual sales plan volume / Total number of sales planning periods

200 units /12 = 16.67 = 17 units of goods.

The example of standard allocation of the annual sales plan to each planning period of the monthly sales plan is shown in table 2.5.

Table 2.5

Planning periods	Month 1	Month 2	Month 3	Month 4	Month 5	Month 6	Month 7	Month 8	Month 9	Month 10	Month 11	Month 12
Annual sales plan volume for 2017, units	200
Planned sales for 2017	17	17	17	17	17	17	17	17	17	17	17	13

Allocating an annual sales plan to a monthly sales plan considering seasonal indexes

Let's have a look at an example. You need to plan monthly sales for the period from 01/01/17 to 12/31/17 within a confirmed annual sales plan considering seasonal indexes.

Source data:

• The annual sales plan for the period from 01/01/17 to 12/31/17 generated within the "Annual fan sales plan" scenario with the "Year" frequency and a plan profile with the filling option by sources. 200 units of the "Men's fur boots" product are planned to be sold.
• For the "Men's fur boots" seasonal product group, to which the "Men's natural fur boots" product belongs, Seasonal indexes are set.

The example of allocating the annual sales plan to the monthly sales plan using seasonal indexes is displayed in the diagram.

Generate Sales plan for the period from 01/01/17 to 12/31/17 within a scenario with the "Month" frequency and a plan profile with the filling option by sources.

In the plan filling rule, specify the Sales plans planning data source with data selection mode "Period offset" equal to 0 and set the filter by the scenario within which the Annual fan sales plan is generated.

Change the data of each sales planning period to seasonal indexes. To do this, in the setting form of the Sales plans planning data source, select the Change to the seasonal index check box.

The Period field is missing in the specified data source, that is why the data from the source will be filled in for all plan periods. The annual sales plan is allocated to each month based on seasonal indexes.

Planned sales with consideration of seasonal indexes are calculated for each planning period as follows:

(Annual sales plan volume / 1 Month) * Seasonal index.

Seasonal index = Seasonal index for 1 Month / Total amount of seasonal indexes for year.

Seasonal index – a multiplier that changes a value of one month to the forecasted value of another month based on seasonality of these months.

For example, planned sales for January 2017 = (200 units / 1 Month) * (2.2/15.6) = 28.2 = 28 units.

The results of calculating planned sales for the planning period from 01/01/17 to 12/31/17 based on seasonal indexes and with rounding to "1" for each period are displayed in table 2.6.

Table 2.6

Month	Month 1	Month 2	Month 3	Month 4	Month 5	Month 6	Month 7	Month 8	Month 9	Month 10	Month 11	Month 12	Total
Seasonal indexes	2.2	2	1	0.5	0.5	0.5	0.5	0.8	1.2	2	2.3	2.1	15.6
Annual sales plan for 2017, units	200
Monthly sales plan for 2017 based on seasonality, units	28	26	13	6	6	6	6	10	15	26	29	27	198

Planning sales for future periods based on previous period sales and with consideration of seasonal indexes

Let's have a look at example 1. You need to plan sales for February 2017 based on actual sales of the "Boots for women" product in quantity 100 units for the previous period, January 2017. When planning, you have to consider seasonal indexes.

For the "Boots for women" seasonal group to which the "Boots for women" product belongs, the following seasonal indexes are set: Month 1 – 2, Month 2 – 2.8.

The example of planning sales for February 2017 based on sales for the previous period, January 2017, and with consideration of seasonal indexes is displayed in the diagram.

Generate Sales plan for February 2017 within a scenario with the "Month" frequency and a plan profile with the filling option by sources.

In the plan filling rule, specify the Sales planning data source with data selection mode "Period offset" equal to –1.

To change sales data for January 2017 to seasonal indexes, in the setting form of the planning data source, select the Change to the seasonal index check box.

The example of planning sales for February 2017 based on sales for the previous period, January 2017, and with consideration of seasonality is displayed in the figure.

Planned sales for the future period are calculated as follows:

Actual sales for Month 1 * Seasonal index for Month 1/ Seasonal index for Month 2

Planned sales for February 2017 = Sales for January 2017 * Seasonal index for Month 2/ Seasonal index for Month 1 = 100 units * 2.8 / 2 = 140 units of goods.

Thus, sales for February 2017 are planned to be increased by 1.4 times.

Let's have a look at example 2. You have to forecast sales for April 2017 based on actual sales of the "Knee-high boots for women" product for the previous periods January 2017, February 2017, and March 2017. When forecasting sales, you have to consider seasonal indexes.

Source data:

• Sales for periods:
  • January 2017 – 100 units
  • February 2017 – 25 units
  • March 2017 – 15 units
• For the "Boots for women" seasonal product group to which the "Knee-high boots for women" product belongs, the following seasonal indexes are set:
  • Month 1 – 2.
  • Month – 2.8.
  • Month 3 – 2.5.
  • Month 4 – 3.

The example of planning sales for April 2017 based on sales for the previous periods January 2017, February 2017, and March 2017 and with consideration of seasonal indexes is displayed in the diagram.

Generate Sales plan for April 2017 within a scenario with the "Month" frequency and a plan profile with the filling option by sources.

In the filling rule, specify the following planning data sources:

• Sales for January 2017 with plus (+) sign and period offset equal to –3.
• Sales for February 2017 with plus (+) sign and period offset equal to –2.
• Sales for March 2017 with plus (+) sign and period offset equal to –1.

Change the sales data for each period to seasonal indexes. To do this, in the setting form of the plan data source, select the Change to the seasonal index check box.

Group the specified planning data sources and set the Average joint application rule for them.

According to the set rule, for April 2017, you will receive an average value of sales for January 2017, February 2017, and March 2017.

Planned sales for the future period considering previous period sales and seasonal indexes are calculated as follows:

(Actual sales for Month 1 * Seasonal index for Month 4/ Seasonal index for Month 1) + (Actual sales for Month 2 * Seasonal index for Month 4/ Seasonal index for Month 2) + (Actual sales for Month 3 * Seasonal index for Month 4/ Seasonal index for Month 3).

Average sales value for previous periods = (Sales for Month 1 considering seasonality + Sales for Month 2 considering seasonality + Sales for Month 3 considering seasonality) / 3.

Planned sales for April 2017 with rounding to "1" for the planning period = ((100 units * 3 / 2) + (25 units * 3/ 2.8) + (15 units * 3 / 2.5)) / 3 = 64.92 = 65 units of goods.

The results of calculating planned sales for April 2017 based on actual sales for previous periods and seasonal indexes are displayed in table 2.7.

Table 2.7

Planning sales by products based on a sales plan by categories

Planning sales by products based on the "By sales speed" sales plan by categories

Let's have a look at an example. You have to generate a sales plan by products for April 2017 and May 2017 based on the sales plan for the Refrigerators product category.

When planning, you have to consider sales of the Refrigerators product category for the previous periods, April 2016 and May 2016.

In the example being reviewed, the Refrigerators product category includes products for which records are not kept by characteristics:

• SH-10 BOSCH Appliance factory
• S-90 Samsung Refrigerator factory
• X-890 Siemens Appliance factory
• X-67890 Stinol Appliance factory

For convenience, products in a product category are classified by sales ranks. The first two models in the product category list are assigned the "High" rank, the second two models – the "Normal" rank.

The example of allocating the "By sales speed" sales plans by categories to sales plans by products is displayed in the diagram.

Sales volume depends on quantity of product items within one product category, that is why plan sales by product categories "By sales speed".

Generate the "By sales speed" Sales plan by categories document for the period from 04/01/17 to 05/31/17 within a scenario for which the Sales plan by categories – Calculation by sales speed check box is selected. For the document, select a plan profile with the plan filling option using formula and details by a store format.

If the check box is selected, you can specify a sales rank and speed in the sales plan by categories. The sales plan by categories is allocated to products based on the sales rank and speed.

Fill in the sales plan by product category with sales data for January 2017.

It is expected that sales volume for April 2017 and May 2017 exceed sales for the previous periods, April 2016 and May 2016, by 2 times.

To fill in the "By sales speed" sales plan by categories, specify the formula [Actual sales by categories] * 2.

Use the sales data for Similar period of the previous year (April 2016 – May 2016).

When you fill in the plan, the sales speed is automatically calculated for each sales rank of the specified product category.

The sales speed for a product category is calculated by the following formula:

Sales volume for the product category (data in the "Revenue and sales cost" accumulation register) / Item quantity in one product category with the specified sales rank.

Based on the consolidated sales plan for the product category "By sales speed", a detailed sales plan by products is generated.

Fill in the sales plan by products using formula [Sales plans by categories by sales speed].

When allocating the sales plan by the product category to the sales plan by products, each product item is assigned a sales speed.

Sales speed – product quantity in the specified product category with the set rank in the current period.

Sales volume is calculated as follows:

Product item quantity in one product category with the specified rank * Sales speed for the product category with the specified sales rank.

For example, sales volume for the Refrigerators product category with the High sales rank = 2 * 108 units = 216 units.

The example of calculating planned sales by products for April 2017 based on the sales speed for the product category is displayed in table 2.8.

Table 2.8

Planning sales by products based on the "By sales volume" sales plan by categories using standards

Let's have a look at an example. You have to generate a sales plan by products based on the consolidated sales plan for the "Tamaris women's shoes" product category using several allocation standards by additional characteristic attributes.

While planning, you have to consider sale of 188 units of goods within the "Tamaris women's shoes" product category for the previous periods, April 2016 and May 2016.

In the example being reviewed, the "Tamaris women's shoes" product category includes products with different characteristics:

• Sandals, Tamaris, 37, black.
• Sandals, Tamaris, 38, black.
• Sandals, Tamaris, 37, white.
• Sandals, Tamaris, 38, white.

The example of planning sales based on the sales plan for the product category using several plan allocation standards is displayed in the diagram.

Sales volume does not depend on quantity of product items within one product category, that is why plan sales by product categories "By sales volume".

Generate the Sales plan by categories document for the period from 04/01/17 to 05/31/17 within a scenario with the "Month" frequency and a plan profile with the filling option using formula and details by a warehouse.

In the sales plan by product categories, fill in products and quantity with actual sales for previous periods increased by 20 units. Use formula [Actual sales by categories] + 20.

To allocate the consolidated sales plan for the product category to the plan by products, specify plan allocation standards in proportions.

Sales volume for the "Tamaris women's shoes" product category is to be allocated to products by shoes size and color. Therefore, for the product category, specify allocation standards by additional characteristic attributes "Size (Shoes (For characteristics))" and "Color (Shoes (For characteristics))".

Several specified allocation standards create a multidimensional matrix by which allocation share is calculated. In that case, allocation standards are used as a Cartesian product of all standards for the product category.

Allocation standards of the sales plan for the "Tamaris women's shoes" product category are displayed in table 2.9.

Table 2.9

Based on the sales plan for the product category and according to the set allocation standards, generate the Sales plan by products document.

Fill in the document using formula [Sales plans by categories with filter].

In the sales plan by products, the total quantity for the product category will be allocated to product items according to the specified allocation standards.

When allocating the sales plan for the product category to product items by characteristics (Products + Characteristic) using allocation standards, each item will be assigned the sales volume changed by the plan allocation factor.

Planned sales by products are calculated as follows:

Sales volume for product category * Plan allocation factor.

When using several allocation standards, the plan allocation factor is calculated as follows:

(Current share of the specified value of characteristic 1 / Total amount of shares for attribute values of characteristic 1) * (Current share of the specified value of characteristic 2 / Total amount of shares for attribute values of characteristic 2).

For example, planned sales for the "Sandals, Tamaris, 37, black" product for April 2017 = (7 / 10 * 5 / 8) * 188 = 82.25 = 82 units.

The results of calculating planned product sales for April 2017 based on the sales plan for the product category using several allocation standards are displayed in table 2.10.

Table 2.10

Assortment sales planning by products based on sales plan by categories

Let's have a look at an example. You need to plan sales of new goods, Air conditioner ELEKTA, for periods April 2017 and May 2017 for the "Wholesale warehouse" store format based on the sales plan for the "Air conditioners with characteristics" product category.

When planning, you have to use sales statistics for out-of-date goods "Air conditioner FIRMSTAR 12М" for April 2016 and May 2016.

It is expected that sales volume for April 2017 and May 2017 will be higher by 20% than sales for previous periods, April 2016 and May 2016.

Assortment planning includes the following steps:

• Allocate products by product categories and sales ranks
• Allocate warehouses by store formats
• Change assortment status
• Generate a consolidated sales plan for a product category
• Determine plan allocation standards
• Generate a detailed sales plan by products based on the product category

The example of assortment sales planning is displayed in the diagram.

Allocating products by a product category and sales rank

For the "Air conditioner ELEKTA" products, specify the "Air conditioners with characteristics" product category and the "Normal" sales rank. Product category and sales rank are set in the product profile.

In the example being reviewed, the "Air conditioners with characteristics" product category includes products for which records are kept by characteristics:

• Air conditioner ELEKTA, No control
• Air conditioner ELEKTA, With remote control
• Air conditioner ELEKTA, With manual control

Allocating warehouses by store formats

For warehouses for which records of sales are to be kept, define the "Wholesale warehouse" store format. To set the store format, in the warehouse profile, click Set new store format settings.

Assortment change

The assortment is changed for the "Air conditioners with characteristics" product category. The out-of-date goods "Air conditioner FIRMSTAR 12М" are removed from the assortment, and new goods "Air conditioner ELEKTA" are included in the assortment.

To change the assortment (include new goods into the assortment and remove out-of-date goods from it), generate the Assortment change document with the Assortment change operation type and the Change assortment state (purchases and sales are allowed) stage.

The assortment is changed within the "Wholesale warehouse" store format.

The example of planning sales for April 2017 based on sales statistics for April 2016 and using plan allocation standards is displayed in the diagram.

Generating consolidated sales plan for a product category "By sales speed"

Sales volume depends on quantity of product items within one product category, that is why plan sales for the product category "By sales speed".

Generate the sales plan for the product category for the period from 04/01/17 to 05/31/17 within a scenario for which the calculation by sales speed is used. For the sales plan, select a plan profile with the filling option using formula and details by the "Wholesale warehouse" store format.

Use the sales volume of out-of-date goods "FIRMSTAR 12M" within the "Air conditioners with characteristics" product category for the previous periods, April 2016 and May 2016, as a source to fill in quantity of new goods "Air conditioner ELEKTA" within the same product category.

That way sales statistics for the "Air conditioner FIRMSTAR 12M" product within the "Air conditioners with characteristics" product category for the previous period will be transferred to the new goods "Air conditioner ELEKTA" within the same product category.

Consider that the sales volume for April 2017 and May 2017 is higher by 20% than the sales volume for previous periods, April 2016 and May 2016.

To apply the above mentioned conditions, fill in the sales plan using formula [Fact of sales by categories] * 1.2.

Select the data for the period moved for 12 months ago (April 2016 – May 2016).

A sales speed for a product category is calculated as follows:

Sales volume for the product category (data in the "Revenue and sales cost" accumulation register) / Item quantity in one product category with the specified sales rank.

216 units/1 = 216 units

Defining sales plan allocation standards by categories

Use allocation standards to allocate the "By sales speed" sales plan for the product category to the plan by products broken down by characteristics.

For the "Air conditioners with characteristics" product category, specify allocation standards by additional characteristic attribute "Control type (Air conditioners (For characteristics))".

Specify allocation shares for the specified attribute values. If the value is not specified, the share is considered to be 0.

The factor of allocating the sales plan for the product category to the plan by products is calculated as follows:

The current share for the attribute value specified in the products / The amount of all allocation shares for the specified attribute values.

Generating an assortment sales plan by products

Based on the consolidated sales plan for the product category "By sales speed", generate a detailed sales plan by products according to the set allocation standards.

Generate the Sales plan by products document for the period from 04/01/17 to 05/31/17 within the scenario of the sales plan for the product category. For the document, select a plan profile with the filling option using formula and details by a store format.

In the sales plan, fill in products by Assortment and quantity using formula [Sales plans by categories by sales speed with filter].

Select data for the period moved for 0 months (April 2017 – May 2017).

As a result, in the sales plan, the quantity by products is allocated to characteristics according to the specified allocation standards. Each item is assigned the sales speed changed by the plan allocation factor.

Only goods included in the assortment are allocated.

Planned sales by products are calculated as follows:

Sales speed for the product category with the specified sales rank * Current share of the specified characteristic attribute value / Amount of all shares of characteristic attribute values.

For example, planned sales for Air conditioner ELEKTA products with the "No control" characteristic = 216 units * 1 / (1+2+3) = 36 units.

The example of calculating planned sales of new goods by characteristics for April 2017 based on sales statistics for out-of-date goods for April 2016 is displayed in table 2.11.

Table 2.11

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