S&OP Process Control

User Accessibility

Settings pages are visible to users logged in as S&OP Process Coordinator.

  • Current Period

    You must choose the current period to proceed in the S&OP process. The forecasted months start the next period, i.e., from current period + 1 to current period + number of months in forecast window (as specified in configuration).

  • Forecast End Date

    Setting this information is useful for account managers who need to finalize their forecasts by this date. You must choose the Forecast End Date to proceed in the S&OP process.

  • Control S&OP Process

    The four buttons in the first row control the four phases in the S&OP process. Each phase must go in sequence. If the button to begin a phase is clicked out of sequence, a warning message appears.

    1. Start Forecast

    The Forecast Phase page and its subpages are visible to user groups S&OP Commercial Sales Managers and S&OP Process Coordinator.

    Data Validation

    1. Start Demand

    The forecast value finalized by account managers are aggregated on the product family level specified in the active configuration. Value by products are recalculated according to the ratio specified. A user can adjust forecast values in the forecast window periods.

    The forecast reference data by product values starting the next period are recalculated according to the ratio specified.

    The Demand Phase page and its subpages are available to user groups S&OP Demand Managers and S&OP Process Coordinator.

    Tables on the Forecast Phase page and its subpages become read-only.

    1. Start Analytics

    The forecast value finalized by account managers are aggregated on the product family level specified in the active configuration. Value by products are recalculated according to the ratio specified. A user can adjust forecast values in the forecast window periods.

    The forecast reference data by product values starting the next period are recalculated according the ratio specified.

    The Analytics page and its subpages are available to user group S&OP Supply Managers, S&OP Demand Managers and S&OP Process Coordinator.

    Tables on the Demand Phase page and its subpages become read-only.

    1. Start Executive

    Margin starts with raw data.

    On the Update Monthly Volume & Margin page, the Volume in Monthly Breakdown of Volume, Contribution by Scenarios is initialized from the latest forecast in the Analytics phase. The volume reference data starts with raw data.

    The inventory level of the current period starts with the value from the Analytics phase.

    The Executive page and its subpages are available to user groups S&OP Leadership Team and S&OP Process Coordinator.

    Tables on the Analytics Phase page and its subpages become read-only.

  • Account Managers’ Forecast Status

    Upon loading a new dataset, status is reset to “Initialized”.

    When an Account Manager saves the first forecast, his/her status is changed to “Open”. This means the Account Manager has started adjusting the forecast.

    When finished with forecasts, Account Managers can change their status to “Finished” on the Forecast Phase page, by clicking Finalize Forecast.