Master plans

Here you will learn how to set up the planning subsystem to generate master plans at the enterprise level and analyze the data comparability.

All planning iterations usually have a single master plan scenario if the enterprise follows the rolling planning methodology. Each new planning iteration can revise (replace) plan values within the horizon of the previous planning process or create new values for a new planning horizon.

Master plans include almost all plan profiles. Master plans are filled only with final (approved) versions of local plans. When you transfer information from local plans to a master plan, consolidation by dimensions (up to the enterprise level) and by periods (master plans often use the Month period) can occur.

The goods stock plan is usually calculated as follows: Goods stock plan at the beginning of the planning period + Supply plans (production, kitting, purchase) - Demand plans (sales, inventory consumption, production, reverse kitting).

With special reports, you can control the master plan balance.

Note that here you will not find out how to set up master sales forecasts and purchase plans to calculate financial plans.