I'm having the hardest time understanding which line item to use in the Confirmed PO Delivery formula. The threads I've read keep referring me to the POST function, but I'm not at that point in the training yet.
The following set of instructions are confusing me:
Set the Confirmed PO Delivery line item to use the PO Submitted 1 value and OFFSET it based on the number of weeks between the order and delivery. For example, if a PO Submitted has a value in Week 1 and the Shipping Time Weeks has a value of 2, there would be a value of 1 in the Confirmed PO Delivery line item in Week 3.
Use the OFFSET function and reference the Shipping Time Weeks line items (should pull the value from the periods prior)"
My formula is:IF PO Submitted = 1 THEN OFFSET(-Ending Inventory, Shipping Time Weeks, 0) ELSE 0
I guess I don't understand how the output of this value relates to the user story or why we need it, or perhaps I could figure out which line item to use.
I recall that particular part of the training confused me too.
Let's start with the business process (the requirement)?
As a demand manager, there is a mechanism in place to alert me if I need to order more inventory (this is the reorder flag)
If this flag is ON (True) let's say for week 4, this means that unless I order more inventory now that will arrive on time(determined by shipping time), then I won't have enough inventory to be able to fulfill my orders.
On to the Anaplan Logic:
We give the demand manager the opportunity to order more inventory ahead of time by checking the Submit Purchase Order Request
When the Submit Purchase Order Request is checked then I raise thePO Submittedflag
If thePO Submittedflag is raised then we need to raise a similar flag where we expect the shipment to arrive (based on Shipment Time Weeks) this particular SKU takes.
Some functions - such as POST - don't accept a boolean, so we convert TRUE/False to 1/0 and that's basically the purpose ofPO Submitted
The Inventory value that will be requested is equal to the default Suggested Order Amount for the Month
Following the above, the formulas should go as follows
Convert the checkmark of Submit Purchase Order Request to 1 or zero
Adjust the PO submitted value according to the Submit Purchase Order Request value.
If the above flag is raised, then use a function that raises the flag in a future period based on the time the shipment will take to arrive., As you correctly stated you use OFFSET.
Populate the OFFSET function with the appropriate parameters according to the Syntax
x: Source line item to offset ==> PO Submitted n: Offset value ==> The number of weeks the shipment will take z: Fill value to use if the result is outside the time scale ==> Any value to represent we are out of the time range
Einas "Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"
I also now understand that I was combining the purpose of Confirmed PO Delivery with the purpose of Confirmed Purchase Order Receipt. I don't need an inventory value to be returned in Confirmed PO Delivery - this will happen when I build the Confirmed Purchase Order Receipt. The latter formula builds upon the former result.