Exception to decision

Step by step

1. Detection Demand Planner

   An exception identifies a planning entity, affected period, type, severity and quantity difference.

   • Identifies affected demand
   • Updates Exceptions, Planning entities

2. Investigation Demand Planner

   Demand Planner checks historical sales, forecast amounts, model run accuracy and commercial activity.

   • Explains variance
   • Updates Historical sales, Forecasts, Forecast model runs

3. Alternative Demand Planning Manager

   The team can record a what-if scenario with assumptions and affected entities for comparison.

   • Records assumptions and impact
   • Updates What if scenarios, What if scenario entities

4. Cycle discussion Demand Planning Manager

   Demand Planning Manager brings a material issue to the relevant S&OP meeting and records the decision.

   • Retains the choice
   • Updates SOP meetings, SOP decisions, SOP decision entities

5. Resolution Demand Planner

   Demand Planner reviews the recorded outcome and resolution status after the choice is understood.

   • Keeps outcome and notes
   • Updates Exceptions

6. Inventory follow-up Operations Lead

   Operations Lead reviews the safety stock target for the exact item and location where the decision affects supply planning.

   • Checks item-location target
   • Updates Safety stock targets, Items

Demand Planner

Investigates; Demand Planning Manager brings choices to S&OP; Operations Lead checks supply implications; Executive reviews material decisions.