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Configured Planning Views

A Configured Planning View is a named Planning Book layout for one user. It determines which Planning Book opens, the display unit, the visible measures, their order, and the behavior of manual input.

The view does not create or recalculate a Demand Plan or Supply Plan. It controls how an existing plan is presented and edited.

Paths in the platform

Interactive maintenance:

Admin > Access and Views > User Views

Data catalog reference:

Data > Data Operations > Configuration > Planning Views / Key Figures > Configured View Core > Configured Views

Key-figure rows are grouped under:

Data > Data Operations > Configuration > Planning Views / Key Figures > Configured View Core > Configured Views Key Figures

Enterprise backup and restore use one aggregate JSON document so the header and all child collections remain consistent.

Grain and key

One view is identified by:

userId × viewName × viewType

The same user may have several views of each Planning Book type. A view name may be reused for another user or for another Planning Book View Type.

The tables below separate required input from optional defaults. Required rows do not carry a default-value column.

Required fields

The interactive maintenance screen requires all four fields before saving.

Field Meaning
userId User who owns the view
viewName Name shown in the Planning Book selector
viewType Planning Book View Type
unitOfMeasure Unit of Measure used to display the view

Optional fields

Field Meaning Default Value When Not Provided
numberHistoricalSalesPeriodsDemandPlanningBook Historical buckets displayed in a Demand Planning Book 0
autoSubmitChanges Whether an input is submitted as soon as it is edited true
allowInputFrozenHorizon Whether manual input is accepted in the frozen horizon false
showHistoricalAverage Whether average historical sales are shown false
showDiscontinuedMaterials Whether discontinued materials remain visible true
showDfusWithoutHistoricalSalesOverHistoricalPeriod Whether DFUs without sales in the selected history remain visible true
directDemandUpdateKeyFigure Demand key figure that receives direct-demand adjustments Demand Adjustment
demandPlanWorkflowId Enterprise workflow selected by a Demand Planning Book view No workflow
demandPlanWorkflowStageId Enterprise stage selected together with the workflow No workflow stage

The current screen labels showHistoricalAverage as Show average historical sales. This is one preference, not two separate fields.

When an Enterprise aggregate document omits unitOfMeasure, the view inherits the Demand or Supply Planning unit from Global Planning Parameters. Interactive maintenance still requires an explicit unit before saving.

Selected key figures

Each row in Configured Views Key Figures belongs to the parent view.

Required key-figure field

Field Meaning
keyFigure Unique key-figure identifier within the view

Optional key-figure field

Field Meaning Default Value When Not Provided
allowChanges Whether the view may expose input for this measure when the measure itself is editable true

The platform derives position from the order of the rows, starting at 1. Sending a different position does not replace that order. When the list has no rows, the view has no selected key figures.

allowChanges = true does not make a protected or calculated measure editable. The measure's own edit rule always takes precedence.

Enterprise characteristic attachments

Enterprise may attach characteristics and filters to Supply Planning Book views used by the deployment workspace. These topics are grouped under Planning Views / Key Figures:

Data topic Purpose
Configured Views Material Characteristics Orders or groups material characteristics
Configured Views Location Characteristics Orders or groups location characteristics
Configured Views Material Characteristics Filter Selects accepted material-characteristic values
Configured Views Location Characteristics Filter Selects accepted location-characteristic values
Configured Views Material Location Characteristics Filter Selects accepted DFU-characteristic values

Characteristic attachments identify the characteristic and use the exact Configured View Aggregation Type. columnPosition is optional; its effective value is 40 when not provided.

The current Enterprise aggregate accepts these private characteristic collections only for Supply Planning Book views. Demand Planning grouping is selected in its Planning Book request and is not stored as these Supply attachments.

Availability by edition

Capability Community Enterprise
Named Demand and Supply Planning Book views Available Available
Display unit and operational input preferences Available Available
Standard Community key-figure selection Available Available
Material and location detail Always enabled Available
Demand workflow and stage selection Unavailable Available
Custom Demand key figures and private Supply measures Unavailable Available
Persisted Supply characteristic groups and filters Unavailable Available
Aggregate backup and restore of headers and children Unavailable Available

Community views always operate at material and location detail. Hiding those levels depends on Enterprise grouping behavior and is not a Community preference.

Dependencies

  • a platform user and permission to maintain that user's views;
  • Units of Measure;
  • the standard key-figure catalog for the selected Planning Book type;
  • Demand Planning workflow and an existing stage when an Enterprise Demand view uses collaboration;
  • Planning characteristics when an Enterprise Supply view uses grouping or filters;
  • material, location, and DFU values compatible with those filters.

Used by

  • the Demand Planning Book used to analyze and edit a Demand Plan;
  • the Supply Planning Book used to review and edit the working Supply Plan;
  • Demand Planning collaboration;
  • visibility, order, and editability of Planning Book key figures;
  • the Enterprise deployment workspace and its material/location scope;
  • planning input validation in frozen horizons and automatic submission.

Validations

  • userId, viewName, and viewType form a complete key;
  • viewName contains 1 to 100 characters;
  • the selected UOM exists when saved interactively;
  • historical periods are zero or positive;
  • each key figure appears only once in the view;
  • every key figure belongs to the catalog available in the current edition;
  • workflow and stage are either both absent or both present;
  • workflow and stage belong to a Demand Planning Book view and identify an existing stage;
  • characteristic and filter references exist and are unique inside their respective Enterprise collections.

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