User guide

This part of the manual describes the functionalities of the browser based user interface.

• User interface
  • Supported browsers
  • Guided tour
  • Getting around
    • Logging in and logging out
    • Changing your password
    • Navigation
    • Filtering data
    • Sorting data
    • Selecting time buckets
    • Exporting data
    • Importing data
    • Customizing a report
    • User preferences
    • User permissions and roles
    • Comments
    • History – Audit trail
  • Data maintenance
  • Cockpit
  • Plan analysis screens
    • Inventory planning screen
    • Forecast editor
    • Plan editor
    • Supply Path / Where Used
    • Problem report
    • Constraint report
    • Inventory report
    • Inventory detail report
    • Resource report
    • Resource detail report
    • Manufacturing order summary
    • Purchase order summary
    • Distribution order summary
    • Operation detail report
    • Demand report
    • Demand Gantt report
    • Forecast report
    • Performance indicator report
    • Order quoting screen
  • What-if scenarios
    • Selecting a scenario
    • Scenario management
    • Access rights and permissions
  • Execution screen
• Wizard to load your data
  • Modeling concepts
  • Master Data
    • Locations
    • Items
    • Customers
    • Sales orders
    • Buffers
  • Purchasing
    • Suppliers
    • Item suppliers
    • Purchase orders
  • Distribution
    • Item Distributions
    • Distribution Orders
  • Inventory planning
    • Inventory planning parameters
  • Manufacturing BOM
    • Operations
    • Operation materials
    • Manufacturing orders
  • Manufacturing Capacity
    • Resources
    • Operation resources
  • Generate a plan
• Model reference
  • Domain model
  • Buckets
  • Bucket dates
  • Business rules
  • Buffers
  • Calendars
  • Calendar buckets
  • Customers
  • Delivery orders
  • Distribution orders
  • Forecast
  • Inventory planning parameters
  • Items
  • Item distributions
  • Item suppliers
  • Locations
  • Manufacturing orders
  • Operations
    • Operation_fixed_time
    • Operation_time_per
    • Operation_alternate
    • Operation_split
    • Operation_routing
  • Operation materials
  • Operation resources
  • Operationplan materials
  • Operationplan resources
  • Parameter
  • Purchase orders
  • Segment
  • Suboperations
  • Resources
    • Default resource
    • Time buckets resource
    • Quantity buckets resource
    • Infinite resource
  • Resource skills
  • Sales orders
  • Setup matrices
    • Setup rule
  • Skills
  • Suppliers
• Command reference
  • Planning workflows
    • Generate a plan
    • Export a spreadsheet
    • Import a spreadsheet
    • Export plan result to folder
    • Import data files from folder
    • Web service
    • Scenario management
    • Back up database
    • Empty the database
  • Administrator commands
    • Load a dataset in the database
    • Generate time buckets
    • Create the PostgreSQL database(s)
    • Create or migrate the database schema
    • Restore a database backup
    • Create a new superuser
    • Change a user’s password
    • Remove all database objects
    • Load an XML data file
  • Developer commands
    • Database shell prompt
    • Python command prompt
    • Dump a frozen dataset
    • Run the test suite
    • Run the Python web server
    • Run the development web server
    • Generate a sample model
    • Estimate historical forecast accuracy
    • Simulate the execution of the plan
• Cookbook
  • Calendar
    • Working hours
    • Calendar bucket priority
  • Resource
    • Resource type
    • Resource skills
    • Setup Matrices
    • Tools
  • Demand
    • Policies
    • Priorities
  • Operation
    • Operation Type
    • Post-operation safety time
    • Operation Routings
    • Operation auto-update of the release fence
  • Buffer
    • Time based safety stock
    • Transfer batch
    • Global purchasing
  • Distribution
    • Segments
    • Business rules
    • Inventory rebalancing
    • Push planning
    • Fair share constraint resolution
  • Supplier
    • Supplier capacity