Demand Planning execution profile¶
An execution profile groups reusable parameters that identify how a Demand Planning cycle opens and is governed. It defines the historical source, bucket, horizon, reference unit, and manual-edit window.
The profile does not contain clusters, model-history depth, the aggregation/disaggregation rule, or collaboration stages. Those settings have their own contracts and are connected to the profile during execution.
Path in the platform¶
Demand Planning > Configuration > Execution Profiles
This setting is not maintained under Data; it belongs to the Demand Planning
functional area.
Grain and key¶
One row represents one reusable profile identified by id.
The same profile can originate multiple Demand Plans. Changing its configuration affects future runs; it does not silently rewrite plans already generated.
Required field¶
| Field | Meaning |
|---|---|
id |
Stable, unique profile identifier with at most 50 characters |
Optional fields¶
| Field | Meaning | Default Value When Not Provided |
|---|---|---|
description |
Human-readable name shown to the planner | The profile id when created through the screen |
historicalSalesDocumentType |
Sales History Source used by the process | Sell-out |
bucketSize |
Plan bucket size | Monthly |
planningHorizonInPeriods |
Number of future buckets generated | 1 |
constrainPlanEditPeriods |
Whether manual editing is limited to a window | false: open editing |
initialPlanEditPeriod |
First editable relative period; 1 is the plan's first bucket |
No initial limit |
finalPlanEditPeriod |
Last editable relative period | No final limit |
defaultDemandPlanningUomId |
Unit suggested when configuring cluster parameters | Demand Planning default unit in Global Parameters |
mapeMaterialAggregationLevelId |
Enterprise material level used to consolidate MAPE errors and run HTS | No level selected |
mapeLocationAggregationLevelId |
Enterprise location level used to consolidate MAPE errors and run HTS | No level selected |
defaultAutoTunedDemandPlanConfigurationId |
Enterprise AutoFit model promoted as the profile default | No default model on a new profile; an update without a promotion command preserves the current default |
Availability by edition¶
| Capability | Community | Enterprise |
|---|---|---|
| Identity, description, bucket, horizon, and edit window | Available | Available |
| Profile default unit | Available | Available |
| Historical sales source | Sell-out only |
Sell-out, Sell-in, and Sales Orders |
| Material and location levels for MAPE/HTS | Unavailable | Available |
| Default AutoFit model selection | Unavailable | Available |
Parameters used to generate an AutoFit model — strategy, objective function, backtest periods, lag, and tree settings — belong to the AutoFit run, not to the profile. The Enterprise profile only selects a model that has already been generated and promoted as its default.
What is configured elsewhere¶
| Decision | Correct configuration |
|---|---|
| Which materials and locations form each cluster | Forecast clusters |
| Forecast level, history, aggregation, disaggregation, and manual parameters | Cluster-level configuration |
| AutoFit generation, backtests, and candidate selection | Cluster-level AutoFit |
| Collaboration stages, key figures, and owners | Demand Planning workflow |
Edit-window behavior¶
When constrainPlanEditPeriods is true, both bounds must form a valid
window. Periods are relative to the beginning of the Demand Plan:
1is the first bucket;2is the second bucket;- and so on.
If the restriction is disabled or the bounds are absent or inverted, the plan is created without a limited edit window.
Dependencies¶
- Sales data compatible with
historicalSalesDocumentType. - Planning Bucket Size.
- Units of Measure and Global Parameters.
- Forecast clusters and cluster-level execution parameters.
- material and location MAPE aggregation levels when Enterprise runs MAPE or HTS.
- a completed AutoFit model before promotion as the default.
Used by¶
- official Demand Planning execution;
- Demand Plan creation and identity;
- historical-sales source selection in the sales projection;
- editable-date materialization in the Planning Book;
- initial unit selection in cluster-level configuration;
- Enterprise MAPE/HTS assignment resolution;
- Enterprise default AutoFit-model resolution, without a persisted inverse relationship on the profile.
Validations¶
idpresent, unique, and no longer than 50 characters;- positive
planningHorizonInPeriodswhen provided; - recognized bucket enumeration value;
- historical source available in the selected edition;
- referenced UOM exists;
- coherent edit bounds when the window is enabled;
- referenced MAPE levels exist and are compatible when selected;
- default AutoFit model exists, is complete, and belongs to the same profile.