SCM with Demand Forecasting

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  1. SCM with Demand Forecasting
  2. Roles and access
Reference

Who can do what in SCM with Demand Forecasting

Give planning, commercial, operations and executive staff the records they need.

Who can do what

Permissions by role
RolePlanning foundationsForecast modelingCommercial adjustmentsConsensus planningS&OP reviewSupply targets and exceptions
Demand Planning ManagerViewViewViewViewViewView
Demand PlannerEditEditEditEdit—View
Sales RepViewViewViewEdit—View
Marketing ManagerViewViewEditEdit—View
Operations LeadViewViewViewEdit—View
Executive—ViewViewViewViewView

Each role in detail

Demand Planning Manager

Owns the demand planning function and the S&OP cycle; reviews consensus contributions and signs off the plan.

Can

  • View consensus contributions, consensus plans, driver data, Exceptions, forecast model runs, forecast models, forecast versions, Forecasts, historical adjustments, historical sales, NP is, planning entities, Promotions, SOP cycles, SOP decisions, SOP meeting attendees, SOP meetings, safety stock targets, seasonality profiles, what if scenarios

Starts on: Promotion calendar

Demand Planner

Runs statistical forecasts, manages historical adjustments, investigates exceptions and prepares forecasts for review.

Can

  • Manage Forecasts, historical adjustments
  • View consensus contributions, consensus plans, driver data, forecast models, historical sales, Items, launch curves, NP is, planning entities, Promotions, SOP cycles, SOP meetings, safety stock targets

Starts on: Open exceptions

Sales Rep

Contributes consensus forecast input for own region and channel.

Can

  • Manage consensus contributions
  • View consensus plans, Forecasts, Items, NP is, planning entities, Promotions

Starts on: My consensus contributions

Marketing Manager

Contributes promotions and new product introductions and reviews promotion uplift.

Can

  • Manage consensus contributions, Promotions
  • View consensus plans, Forecasts, Items, launch curves, planning entities, promotion uplift, SOP cycles

Starts on: Promotion calendar

Operations Lead

Consumes the published plan in supply review and raises capacity-constrained contributions.

Can

  • Manage consensus contributions
  • View Forecasts, Items, planning entities

Starts on: My consensus contributions

Executive

Read-only S&OP review and executive sign-off.

Can

  • View consensus plans, Exceptions, forecast versions, Forecasts, SOP cycles, SOP decisions, SOP meetings, what if scenarios

Starts on: Open exceptions

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