Configure the collaboration workflow¶

The workflow defines how a statistical baseline becomes consensus demand. Every stage needs an owner, available information, and an adjustment rule.

Design the process first¶

A starting process may include statistical baseline, sales review, marketing review, and demand consolidation. Use only the stages needed by teams that contribute independent information or own a decision.

Workflow objects¶

• Workflow groups the stages.
• Stage defines order, description, and adjustment behavior.
• Key figure is a displayed or composed series.
• Adjustment key figure receives the collaborator's delta.
• Configured view defines the Planning Book unit, measures, input behavior, and workflow stage.

Procedure¶

1. Create a workflow with stable ID and description.
2. Add stages in deterministic order.
3. Select the key figures shown in each stage.
4. Select the key figure that receives adjustments.
5. Configure each audience's Planning Book view and select its workflow stage.
6. Restrict editing to necessary measures and scopes.
7. Associate the workflow with the Demand Planning process.
8. Test with a small plan.

Minimum controls¶

Define one owner per stage, deadlines, visible units, reasons for material adjustments, base/delta/result separation, change traceability, and conflict policy.

Next step¶

Collaborate on the Demand Plan.

See the Demand Planning workflow field and integrity reference. See also the Configured Planning View contract used to open each audience's Planning Book.