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<ManualTopic ID="/baanerp/cp/onlinemanual/000105" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Aggregated planning</Title>
		<Keyword><Level1>Aggregated planning</Level1>
		</Keyword>
	</Header>
	<GeneralSection><List><ListIntro>In <GUIRef href="/baanerp/cp" role="package">Enterprise Planning</GUIRef>, you can use carry out planning at various levels of aggregation: from general product groups to individual products. Moreover, you can exchange data between these levels through <Link href="/baanerp/cp/glossary/glossary#000402" role="glossary">aggregation relationships</Link>:</ListIntro>
			<ListItem>Aggregate data to a more general product level.</ListItem>
			<ListItem>Disaggregate data to a more specific product level (families).</ListItem>
		</List>
		<List><ListIntro>This aggregation concept has several applications:</ListIntro>
			<ListItem>You can group items into <Link href="/baanerp/ti/glossary/glossary#ProducFamily.ti" role="glossary">product families</Link>, which can be planned collectively.</ListItem>
			<ListItem>You can combine items that belong to different <Link href="/baanerp/tc/glossary/glossary#000016" role="glossary">channels</Link>, or sites.</ListItem>
		</List>
		<Paragraph>The following examples demonstrate the use of aggregation relationships:</Paragraph>
		<GeneralSection><SectionTitle>Example: standard product-family structure</SectionTitle>
			<Paragraph>A family of bikes has two child items: red bikes and blue bikes. The forecast is made by color, and then aggregated to the family level to get an overview of the total forecast.</Paragraph>
			<Figure><HTML:IMG SRC="../images/tr_flow_000105.gif" height="192" width="146" xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40"/></Figure>
		</GeneralSection>
		<GeneralSection><SectionTitle>Example: aggregation through a distribution structure</SectionTitle>
			<Paragraph>You have a manufacturing site M1 with two distribution centers (DC1 and DC2) that each make a forecast:</Paragraph>
			<Figure><HTML:IMG SRC="../images/nt_flow_000105b.gif" height="111" width="246" xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40"/></Figure>
			<Paragraph>M1 can then aggregate the forecast from DC1 and DC2 to get an overall forecast.</Paragraph>
		</GeneralSection>
		<GeneralSection><SectionTitle>Example: Multisite aggregation</SectionTitle>
			<List><ListIntro>You have five sites:</ListIntro>
				<ListItem>Two sales offices, S1 and S2</ListItem>
				<ListItem>Two manufacturing sites, M1 and M2</ListItem>
				<ListItem>A central headquarters (CHQ) that performs coordinated planning.</ListItem>
			</List>
		</GeneralSection>
		<Figure><HTML:IMG SRC="../images/nt_flow_000105c.gif" height="216" width="396" xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40"/></Figure>
		<Paragraph>The forecast can be aggregated from S1 and S2 to CHQ. A production plan is established centrally. This production plan can then be disaggregated to the production sites.</Paragraph>
		<GeneralSection><SectionTitle>Types of (dis)aggregated data</SectionTitle>
			<List><ListIntro>As a rule, you can aggregate and/or disaggregate the following types of data:</ListIntro>
				<ListItem>Production plans</ListItem>
				<ListItem>Production orders</ListItem>
				<ListItem>Purchase plans</ListItem>
				<ListItem>Purchase orders</ListItem>
				<ListItem>Production receipts</ListItem>
				<ListItem>Purchase receipts</ListItem>
				<ListItem>Distribution orders</ListItem>
				<ListItem>Distribution receipts</ListItem>
				<ListItem>Demand forecasts</ListItem>
				<ListItem>Inventory plans</ListItem>
				<ListItem>Extra demand</ListItem>
			</List>
			<Paragraph>SSA ERP automatically aggregates <Link href="/baanerp/cp/glossary/glossary#000044" role="glossary">goods-flow data</Link> for a family item to plan items with <GUIRef href="/baanerp/cp/domains/rpd.plit#productfamily" role="enum">Family</GUIRef> item type. SSA ERP cannot disaggregate these data.</Paragraph>
		</GeneralSection>
		<GeneralSection><SectionTitle>How to set up aggregation relationships</SectionTitle>
			<Paragraph>You can manually define aggregation relationships in the <GUIRef href="/baanerp/cp/rpd/cprpd3110m000" role="session">Aggregation Relationships (cprpd3110m000)</GUIRef> session, or let SSA ERP create aggregation relationships between a specific family item and an entire range of sub-items in the <GUIRef href="/baanerp/cp/rpd/cprpd3211m000" role="session">Generate Aggregation Relationships (cprpd3211m000)</GUIRef> session.</Paragraph>
			<List><ListIntro>You can define aggregation relationships between items (or families) on any <Link href="/baanerp/ti/glossary/glossary#PlanLevel.ti" role="glossary">plan level</Link>. This provides a lot of flexibility:</ListIntro>
				<ListItem>You can use aggregation relationships to explode the forecast demand of a product family directly to the components of the family, which can also be families.</ListItem>
			</List>
		</GeneralSection>
		<GeneralSection><SectionTitle>Aggregation from channel master plans to item master plan</SectionTitle>
			<Paragraph>If you want to aggregate data from one or more channel master plans to the corresponding item master plan, you need not define aggregation relationships for this. You can use the <GUIRef href="/baanerp/cp/dsp/cpdsp5210m000" role="session">Aggregate Channel to Item Master Plan (cpdsp5210m000)</GUIRef> session to carry out this type of aggregation directly.</Paragraph>
		</GeneralSection>
	</GeneralSection>
	<RelatedTopics><SectionTitle>Related topics</SectionTitle>
		<RelTopic><Link href="/baanerp/cp/onlinemanual/000300" role="manual">Enterprise Planning, an Overview</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/cp/onlinemanual/000323" role="manual">To set up an aggregation structure</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/cp/onlinemanual/000129" role="manual">Aggregation of planning data</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/cp/onlinemanual/000130" role="manual">Disaggregation of planning data</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/cp/onlinemanual/000009" role="manual">Multisite aggregation</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/cp/onlinemanual/000333" role="manual">Disaggregation rules</Link>
		</RelTopic>
	</RelatedTopics>
</ManualTopic>
