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Creating an Option PlanLocate this document in the navigation structure

Use

As an assortment planner, you use this procedure to create the option plans.

You create option plans using My Option Plans SAP Fiori app.

Procedure

Use the following procedure to create an option plan:

  1. Select Create.

  2. In the Settings tab, specify one or more sales organization for which the option plan is being created.

  3. Specify the reference and validity periods.

    You can specify the reference and validity periods in one of two ways: by specifying a reference and a validity season, which automatically fills in the reference and validity periods, or by entering the reference and validity periods manually.

    • Seasons (Optional)

      • Reference

        Select a season with dates in the past. If there are no reference seasons with dates in the past, no seasons will be displayed.

      • Validity

        Select a season with dates in the future. If there are no validity seasons with dates in the future, no seasons will be displayed.

      For both reference and validity seasons, you can further refine the dates by specifying a collection, a theme, and/or a sales organization.

      Note

      Theme and Sales Organization will only be available if you are using SAP Fashion Management.

    • Periods
      • Reference

        The sales data for the period you select as the reference period is used to calculate the referenced KPIs.

        If you have specified a reference season, the Reference period field is filled automatically. You can manually override the date selections.

        Otherwise, enter the Reference period manually.

      • Validity

        If you have specified a validity season, the Validity period field is filled automatically. You can manually override the date selections.

        Otherwise, enter the Validity period manually.

        Note When using a time-dependent product hierarchy, the selected validity period will reflect the parent and child node relationships. The product count at the parent node will be dependent on the products belonging to the child nodes.
  4. In the Category tab, select the category at any level of the hierarchy for the option plan. Select the attribute combinations that you want to include in the new option plan.

    • You can do this manually by selecting the attribute combinations available.

    • Alternatively, you can use Select Based on Products.

      This displays all combinations of product attributes and attribute values that were defined for this category in the Manage Product Attributes SAP Fiori app. If there were no product attributes or attribute values for this category defined in the Manage Product Attributes app, this function will not be available.

    • You can repeat this for each category that is relevant for the option plan.
  5. In the Module tab, add the required modules to the option plan.

  6. In the Assign Cluster tab, assign a location cluster set to the option plan.

    Only the activated location cluster sets are available for selection.

  7. Save the option plan.

Result

The created option plan is available for use in the Plan Options Workbooks.