1. SCM (Supply Chain Management)
  2. Inventory Management
  3. Advanced Inventory Management
  4. Supply Planning
  5. Setting Up Supply Planning
  6. Supply Planning Prerequisites
  7. Planning Repository
  8. Creating a Refresh Planning Repository Schedule

Creating a Refresh Planning Repository Schedule

The Refresh Planning Repository feature enables you to create a new planning repository schedule and review existing schedules. After refreshing the planning repository schedule, you can run one or more plans and launch a plan immediately after the refresh completes.

You can go to the workbench from this page when you run one or more plans.

To create a refresh planning repository schedule:

  1. Go to Transactions > Supply Planning > Refresh Planning Repository > Schedule.

  2. In the Transfer Type section, select a refresh option:

    • Complete Refresh – to purge data from the repository and reload all item setup data and transactions for the supply plan.

    • Net Change – to reload data that has changed since the last repository refresh.

  3. If you selected a net-change transfer type, select a Refresh Option:

    • Item Setup – when you have changed planning times or lead times but do not want the transactions to change.

    • Item Setup and Transactions – to bring in only transactions within the defined date range.

  4. Enter a Date Range:

    • Date From – the start date for the item setup and transactions date range.

    • Date To – the end date for the item setup and transactions date range.

  5. (Optional) Select the Supply Plan Definition you want to launch after you have successfully refreshed the repository.

  6. Enter Schedule parameters:

    1. Enter a schedule Name.

    2. To set the Next Date you want the repository to run, click on the calendar icon next to the field and then select a date.

    3. Enter the Next Time you want the repository to run. To view the results the next day, you can schedule the process to run overnight.

    4. Select a Recurrence Frequency. This represents how often the repository will run.

    5. Select a Repeat Every number. For example, if you select 1 and the recurrence frequency is daily, the repository will run every day.

    6. If this schedule has an end date, beside the End Recurrence On field, click the calendar icon and then select a date.

    7. To disable this schedule, check the Inactive box.

  7. Click Save.

Note:

After you create a refresh planning repository schedule, NetSuite enables you to launch the plan and run one or more plans.

Delete a Planning Repository

After a successful repository refresh, old repository data is automatically cleaned through the Planning Repository Deletion process:

  • When a Net-Change Refresh is run and no Plan Definitions are selected, the Planning Repository Deletion process is not applied.

  • If a Complete Refresh is run and no Plan Definitions are selected, the Planning Repository Deletion process is run after the refresh process completes.

  • If Plan Definitions are selected, then after the Material Requirements Deletion process is complete, the Planning Repository Deletion process is run.

    This clears MRP results of the previous supply plan run before cleaning the older planning repository data.

If an existing Planning Repository Deletion process is running while a new one is started, the new process we will not run until the old process is complete:

The Planning Repository Deletion process attempts to delete all previous planning versions that are not in the following:

Related Topics:

General Notices