9. Collaborate on and adjust the Demand Plan¶

The Planning Book brings the statistical reference and collaborative adjustments together. In this exercise, the view restricts the results to Material Stage = Finished Good and Customer Region = Central. Direct Demand is the total plan: Baseline + Demand Adjustment.

1. Adjust Direct Demand directly. Enter the new total plan value. The difference from the current value is recorded in Demand Adjustment, while Baseline remains unchanged.
2. Adjust Demand Adjustment. Enter a positive or negative delta directly. Direct Demand is recalculated as Baseline + Demand Adjustment.

1. Open the Planning Book and choose the view¶

Open Demand Planning > Planning Book.

1. Choose the Demand Plan. Select Paper Community Demo — Central Collaboration.
2. Choose the User View. Select Commercial Collaboration - Central Region.
3. Open the grid. Click Open Planning Book.

2. Read the first grid view¶

1. Filtered combinations. Each row is an active material/location combination that meets Customer Region = Central and Material Stage = Finished Good. Read Location ID, Material ID, and Key Figure to identify the row; Direct Demand is the total shown for that combination.
2. Periods. The four gray columns are history. The plan periods begin to the right of that block.

Use Location ID, Material ID, and Key Figure to keep the row context while reviewing the periods to the right. The current Community edition permits horizontal period scrolling but does not freeze these identifiers; return to the left when you need to check them.

3. Read the subtotal and expand a combination¶

The Subtotal selector chooses the Key Figure calculated in the fixed row at the bottom of the grid. In this exercise, keep it on Direct Demand.

1. Choose the Key Figure. The selector marked 1 is set to Direct Demand.
2. Read the fixed subtotal. The row marked 2 remains at the bottom of the grid and shows the total for that Key Figure across the combinations in the view.

Then click the arrow to the left of one material-location combination to open its Key Figures.

1. Expand the combination. Use the arrow marked 1 to reveal its Key Figures.
2. Read the three lines. In the block marked 2, Baseline remains the statistical reference, Demand Adjustment receives the collaborative value, and Direct Demand shows their sum.

4. Enter three adjustments and save them in batch¶

With the combination expanded, edit three future cells in the Demand Adjustment row. Double-click a cell, enter the value, and press Enter. The three adjustments remain local until saved: the button changes to Save in batch (3).

1. Pending cells. The three cells marked 1 are local changes in Demand Adjustment.
2. Batch action. The control marked 2 shows Save in batch (3), matching the pending-edit counter.

To save the sequence, expand the material/location combination, confirm that you are editing Demand Adjustment rather than Baseline, enter the three values with Enter, review the pending count, click Save in batch (3), and wait for the grid to update automatically when the save finishes.

After the save finishes, the values remain in Demand Adjustment and Direct Demand is recalculated as Baseline + Demand Adjustment.

Completion criterion¶

Confirm in the Planning Book that the three Demand Adjustment values remain saved, Baseline is unchanged, and Direct Demand shows the updated sum for the filtered combination.

Return to the collaboration view or continue with plan review and export.