Revising the Planning Hierarchy 

Use

You can change the planning hierarchy in the following ways by choosing Master data ® Planning hierarchy ® Revise. This function allows you to amend whole branches of the planning hierarchy at once, rather than in individual steps as you do when choosing Master data ® Planning hierarchy ® Change.

Function

Description

Example

Add a characteristic value

You add a characteristic value that has not existed before in the planning hierarchy. The characteristic value is added to all relevant branches of the planning hierarchy.

Add a characteristic value to represent a new product line or a new customer.

Delete a characteristic value

You cannot retrieve characteristic values that have been deleted from the planning hierarchy.

No planning versions are deleted.

Delete a material that your company no longer produces.

Exclude a characteristic values combination

Any characteristic value combinations that you define as non-plannable are not deleted from the planning hierarchy: you can retrieve them at any time. You temporarily exclude a characteristic values combination that you may want to include again in a later planning process.

Exclude a material that is not important enough to be planned at this stage.

Include a characteristic values combination

You reinclude a characteristic values combination that you had temporarily excluded from the planning process.

Reinclude a material that has become important enough to be planned separately.

 

Activities

Before you amend the hierarchy, simulate the results first by choosing Simulation only.

To…

Choose…

Add a characteristic value to the planning hierarchy

Add member.

On the next screen, specify the branches of the planning hierarchy to which the characteristic value should be added. The bottom characteristic value is the new one. If you enter no values in the characteristic fields above the bottom level, the characteristic value will be added to all branches of the planning hierarchy.

To copy the bottom level of an existing branch of the hierarchy (for example, all materials in a particular plant) to the new branch (for example, a new plant), choose Append existing sub-tree.

Delete a characteristic value from the planning hierarchy

Delete member.

On the next screen, specify the branches of the planning hierarchy from which the characteristic value should be deleted. If you enter no values in the characteristic fields, the characteristic value will be deleted from all branches of the planning hierarchy.

Temporarily exclude a characteristic values combination from the planning process

Set plannability and use the Choose pushbutton in the Values of Information Structure dialog box

To reinclude a characteristic values combination in the planning process

Set plannability and use the Choose pushbutton in the Values of Information Structure dialog box