| Aggregation Relationships (cprpd3110m000) |  |
| Use this session to view and maintain aggregation relationships between plan items and sub-plan items. You can use this, for example, to aggregate the forecasts of several products (sub-plan items) to one product family (main plan item), and then generate a production plan at product-family level. Before you can define aggregation relationships, you must define plan items and sub-plan items in the Items - Planning (cprpd1100m000) session. Possible aggregation relationships are:
normal plan item | family item
channel item | normal plan item
family item | family item
channel item | family item
channel item | channel family item
channel family item | channel family item
Usually, if the main item is not of type Family, the sub-item is the same as the main item, and only the channel must be filled. To define aggregation relationships: Click the New Group button to insert a plan item for which you want to define aggregation relationships. You can also insert a cluster and/or a channel. Click the Add a New Record button to insert sub-plan items. Determine the planning percentages for the sub-plan items. You can either enter a planning percentage manually in the Aggregation Relationships (cprpd3110m000) details session, or calculate a planning percentage automatically with the Calculate (Dis)Aggregation Percentages (cprpd3210m000) session. You can start this session from the appropriate menu, or just click the Calculate Planning Percentages button. You can use the Aggregation Type field in the Aggregation Relationships (cprpd3110m000) details session to determine whether Enterprise Planning must aggregate, disaggregate, or both. The setting of this field is determinant for the way in which Enterprise Planning applies the data percentages that you define for the various types of aggregation data. Click the Sub-Plan-Item - Where-Used in Aggregation Relationships button to zoom to the Sub-Plan-Item - Where-Used in Aggregation Relationships (cprpd3515m000) session, where you see in which aggregation relationships a specific Sub plan item is used. Click the Calculate (Dis)Aggregation Percentages button to zoom to the Calculate (Dis)Aggregation Percentages (cprpd3210m000) session, where you can let ERP LN calculate the planning percentages for aggregation relationships. ERP LN uses aggregation relationships in the Aggregate Channel, Plans & Orders (cprmp2250m000) session and the Disaggregate Channel, Plans & Orders (cprmp2260m000) session. Note You can also use the Generate Aggregation Relationships (cprpd3211m000) session to let ERP LN generate aggregation relationships for a specific family item and a given range of sub-items, and fine-tune the settings for a specific aggregation relationship in the Aggregation Relationships (cprpd3110m000) session. Related topics Aggregated planning Plan levels and product families Aggregation of planning data Disaggregation of planning data To set up an aggregation structure Disaggregation rules Aggregation of channels
Fields | Description
Scenario | The scenario to which the main item belongs that ERP LN uses to aggregate to and disaggregate from. If the main item and the sub-item belong to the same scenario, you must enter same scenario in the Sub Scenario field as ERP LN displays in the Scenario field. If not, you must define a different scenario in the Sub Scenario field. In case of multi-site aggregation, you must define the scenario to which the sub-item belongs in the other company in the Sub Scenario field. Related topics Multisite aggregation
Main Item | The plan item for which you want to define aggregate relationships with a sub-plan item. You must already have defined the plan item with the Items - Planning (cprpd1100m000) session. The first segment of the code is the cluster, the second is the project, and the third is the item. You cannot zoom to the Items - Planning (cprpd1100m000) session until you clicked the Insert Group button.
Channel | The channel associated with the plan item. You must define this channel in the Plan Item - Channels (cpdsp5100m000) session. Related topics Aggregation of channels
Aggregation Type | The required aggregation type. Aggregate from Sub-Item is used to combine sub-plan items into plan items (for example, aggregating to product families). Disaggregate to Sub-Item is used to divide plan items into sub-plan items. Both is used to both aggregate and disaggregate with the same relation. For more information, refer to Aggregated planning. Related topics Aggregated planning Plan levels and product families Aggregation of planning data To set up an aggregation structure
Sub-Plan-Item | The sub-plan item. The item must be a plan item. The plan level of the sub-plan item must be at least one level lower than the level of the main plan item. Related topics Plan levels and product families
Subchannel | The channel of the sub-plan item. You must define the subchannel in the Plan Item - Channels (cpdsp5100m000) session.
Effectivity Date | The date on which the aggregation relationship becomes valid. You can define more than one aggregation relationship for a specific main item/sub item combination. In that case you must define different effectivity and expiry dates, because the periods that you set must not overlap. If they do, ERP LN gives a warning.
Company | The company to which the sub-plan-item belongs that Enterprise Planning uses to aggregate from and to disaggregate to. You can set up aggregation relationships between two different companies. The company is used to determine the plan level. Related topics Multisite aggregation
Sub Scenario | The scenario to which the sub-plan-item belongs that ERP LN uses to aggregate from and disaggregate to. Define the same scenario as in the Scenario field, if the main item and the sub-item belong to the same scenario. Define a different scenario, if the sub-item belongs to a different scenario. If you want to (dis)aggregate between two different logistical companies, you must specify the scenario to which the sub-item belongs in the other company. Related topics Multisite aggregation
Expiry Date | The date on which the aggregation relationship is no longer valid. If no date is entered, the aggregation relationship remains valid.
(Dis)Aggregate Prod. Plan/Orders/Receipts | If this check box is selected, Enterprise Planning (dis)aggregates the production plan, production orders, and production receipts. Enterprise Planning disaggregates the production plan from the main item to the production plan of the subitem, if the subitem is not a channel item. If the subitem is a channel item, Enterprise Planning disaggregates the production plan of the subitem to the allowed demand of the subitem. Enterprise Planning aggregates planned production orders of normal items to the scheduled production receipts of the family item, or disaggregates them to the allowed demand of the channel item. Enterprise Planning disaggregates planned production orders of a family item to the production plan of normal items. Enterprise Planning does not disaggregate scheduled production receipts of a family item. Scheduled production receipts of a normal item are disaggregated to the allowed demand of the channel item. Related topics Aggregated planning Aggregation of planning data Disaggregation of planning data
Aggr. Perc. Prod. Plan/Orders/Receipts | If you select the (Dis)Aggregate Prod. Plan/Orders/Receipts check box, you can specify a percentage for the (dis)aggregation fraction. If you selected Both in the Aggregation Type field, the percentage you specify only applies to disaggregation, and Enterprise Planning aggregates for 100%. To overrule this way of (dis)aggregation, you must set up a separate aggregation relationship for aggregation and disaggregation. Enterprise Planning automatically updates the value of the Aggr. Perc. Prod. Plan/Orders/Receipts field, if you carry out the Calculate (Dis)Aggregation Percentages (cprpd3210m000) session. Related topics aggregation relationships
(Dis)Aggregate Pur. Plan/Orders/Receipts | If this check box is selected, Enterprise Planning (dis)aggregates the purchase plan, purchase orders, and purchase receipts. Enterprise Planning disaggregates the purchase plan from the main item to the purchase plan of the subitem, if the subitem is not a channel item. If the subitem is a channel item, Enterprise Planning disaggregates the purchase plan of the subitem to the allowed demand of the channel item. Enterprise Planning aggregates planned purchase orders of normal items to the scheduled purchase receipts of the family item, or disaggregates them to the allowed demand of the channel item. Enterprise Planning disaggregates planned purchase orders of a family item to the purchase plan of normal items. Enterprise Planning does not disaggregate scheduled purchase receipts of a family item. Scheduled purchase receipts of a normal item are disaggregated to the allowed demand of the channel item. Related topics Aggregated planning Aggregation of planning data Disaggregation of planning data
Aggr. Perc. Pur. Plan/Orders/Receipts | If you select the (Dis)Aggregate Pur. Plan/Orders/Receipts check box, you can specify a percentage for the (dis)aggregation fraction. If you selected Both in the Aggregation Type field, the percentage you specify only applies to disaggregation, and Enterprise Planning aggregates for 100%. To overrule this way of (dis)aggregation, you must set up separate aggregation relationships for aggregation and disaggregation. Enterprise Planning automatically updates the value of the Aggr. Perc. Pur. Plan/Orders/Receipts field, if you carry out the Calculate (Dis)Aggregation Percentages (cprpd3210m000) session. Related topics aggregation relationships
(Dis)Aggregate Inventory Plan | If this check box is selected, Enterprise Planning (dis)aggregates the inventory plan. If the subitem is not a channel item, Enterprise Planning disaggregates the inventory plan from the main item to the inventory plan of the subitem. Related topics Aggregated planning Aggregation of planning data Disaggregation of planning data
Aggr. Perc. Inventory Plan | If you select the (Dis)Aggregate Inventory Plan check box, you can specify a percentage for the (dis)aggregation fraction. If you selected Both in the Aggregation Type field, the percentage you specify only applies to disaggregation, and Enterprise Planning aggregates for 100%. To overrule this way of (dis)aggregation, you must set up separate aggregation relationships for aggregation and disaggregation. Enterprise Planning automatically updates the value of the Aggr. Perc. Inventory Plan field, when you carry out the Calculate (Dis)Aggregation Percentages (cprpd3210m000) session. Related topics aggregation relationships
Disaggregate Distr. Orders/Receipts | If this check box is selected, Enterprise Planning (dis)aggregates the planned distribution orders and scheduled distribution receipts. Enterprise Planning aggregates the planned distribution orders of normal items to scheduled distribution receipts of the family item, or disaggregates them to the allowed demand of the channel item. Accordingly, Enterprise Planning disaggregates scheduled distribution receipts of normal items to the allowed demand of the channel item. Enterprise Planning does not disaggregate scheduled distribution receipts of the family item. Related topics Aggregated planning Aggregation of planning data Disaggregation of planning data
Aggr. Perc. Distr. Orders/Receipts | If you select the Disaggregate Distr. Orders/Receipts check box, you can specify a percentage for the (dis)aggregation fraction. If you selected Both in the Aggregation Type field, the percentage you specify only applies to disaggregation, and Enterprise Planning aggregates for 100%. To overrule this way of (dis)aggregation, you must set up separate aggregation relationships for aggregation and disaggregation. Enterprise Planning automatically updates the value of the Aggr. Perc. Distr. Orders/Receipts field, if you carry out the Calculate (Dis)Aggregation Percentages (cprpd3210m000) session. Related topics aggregation relationships
(Dis)Aggregate Demand Forecast | If this check box is selected, Enterprise Planning (dis)aggregates the demand forecast. Related topics Aggregated planning Aggregation of planning data Disaggregation of planning data
Aggr. Perc. Demand Forecast | If you select the (Dis)Aggregate Demand Forecast check box, you can specify the fraction of the demand forecast that Enterprise Planning must (dis)aggregate. Enterprise Planning automatically updates the value of the Aggr. Perc. Demand Forecast field, if you carry out the Calculate (Dis)Aggregation Percentages (cprpd3210m000) session.
(Dis)Aggregate Extra Demand | If this check box is selected, Enterprise Planning (dis)aggregates the extra demand. Related topics Aggregated planning Aggregation of planning data Disaggregation of planning data
Aggr. Perc. Extra Demand | If you select the (Dis)Aggregate Extra Demand check box, you can specify the fraction of the extra demand that Enterprise Planning must disaggregate. Enterprise Planning (dis)aggregates extra demand to (from) the extra demand of the subitem. Enterprise Planning automatically updates the value of the Aggr. Perc. Extra Demand field, if you carry out the Calculate (Dis)Aggregation Percentages (cprpd3210m000) session.
Commands | Description
Calculate (Dis)Aggregation Percentages | Click this button to zoom to the Calculate (Dis)Aggregation Percentages (cprpd3210m000) session.
Sub-Plan-Item - Where-Used in Aggregation Relationships | Click this button to zoom to the Sub-Plan-Item - Where-Used in Aggregation Relationships (cprpd3515m000) session.