8. Configure the commercial collaboration view¶

Collaboration brings the adjustments made by the Demand Planning, Marketing, and Sales teams into the same Demand Plan. In Community Edition, all demand collaboration is carried out through an interface called the Planning Book, where users can view or adjust the demand plan.

Each user can have different views that can be opened in the Planning Book, with product/customer groupings or filters suited to the needs of each collaboration. This chapter creates a collaboration view with:

• a customer filter;
• a selection of key figures, which represent different components of the demand plan or supporting calculations.

1. Open User Views¶

Hover over Admin and open Access and Views > User Views.

2. Create the view¶

In View Selection, select Demand Planning Book and your user (in this example, tutorial.planner). Then click New View, enter Commercial Collaboration - Central Region as the view name, and click Create view.

3. Set the general parameters¶

Select TON as the view's unit of measure, enter 4 historical sales periods, and keep Auto-submit changes off. Adjustments then remain pending until the user submits them from the Planning Book.

4. Confirm the standard key figures¶

The Community Edition provides the standard three key figures in a fixed order. Open Visible key figures and select or confirm all three:

1. Direct Demand — the final collaborated number, formed by Baseline + Demand Adjustment;
2. Baseline — the statistical projection generated when the demand plan is run, read-only;
3. Demand Adjustment — the line used to enter the areas' adjustments: values are a positive or negative delta on the baseline.

5. Apply the finished-goods product filter¶

The Material Aggregation and Filters section presents two possible filter types:

• a filter for specific materials;

• a filter by material characteristics (the example includes material stage, family, and format).

• In Material Stage, select only Finished Good, because only the sales forecast for finished goods is relevant to the validation and collaboration process.

6. Apply the location filter¶

The Location Aggregation and Filters section presents, similarly to the material filters:

• a filter for specific locations;

• a filter by location characteristics (the example includes commercial region and sales channel).

• In Customer Region, select Central.

Click Save View to persist the new view settings for the Planning Book.

7. Save and confirm the view¶

Click Save View. Reopen the saved view to confirm its filter coverage: 1 material filter / 1 location filter / All DFUs.

Completion criterion¶

The view is ready when the user can select Commercial Collaboration - Central Region in the Planning Book with the three standard key figures, four history periods, and only the filtered materials and locations.

Return to the persisted Demand Plan, or continue with collaboration and adjustments.