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Auto Plan Configuration User Guide

Overview

The Auto Plan Configuration feature allows a planner to automate the creation of plans based on data already loaded into the Puls8 Replan service. These plans execute automatically based on your specified schedule.

  • Automated Planning: Configure plans to run daily, weekly, or monthly at specified times
  • Flexible Configuration: Utilize different constraint / grouping profiles / opening stocks for customized planning scenarios
  • Manual Execution: Run plans on-demand with the "Execute Now" option

Getting Started

Accessing Auto Plan Configuration

Navigate to 'Auto Plan Configuration' under 'Configuration', you'll see a config form with various options.

Auto Plan Configuration

Configuration Options

1. Enable/Disable Auto Planning

  • Enable Auto Planning: Check this box to activate automated planning. When enabled, the system will execute plans according to your defined schedule.
  • When disabled, no automatic executions will occur, but you can still run plans manually.

2. Planning Frequency

Configure when and how often your plans should execute:

Daily

  • Plans run every day at the specified time
  • Example: "Every day at 2:00 AM (UTC)"

Weekly

  • Plans run once per week on the selected day
  • Choose from Monday through Sunday
  • Example: "Every Monday at 3:00 AM (EST)"

Monthly

  • Plans run once per month on the selected day
  • Options include:
    • Days 1-31 of the month
    • "Last day of month" option for months with varying days
  • Note: If you select day 29-31, execution will be skipped in months with fewer days. Consider using "Last day of month" for consistent end-of-month execution.

3. Profile Selection

Constraint Profile (Required)

  • Select the constraint profile that defines the rules and limitations for your planning scenario
  • Must be configured before saving the auto plan configuration
  • If no profiles are available, you'll need to create one first

Grouping Profile (Required)

  • Choose the grouping profile that determines how items are organized in your plan
  • Works in conjunction with the constraint profile to shape your planning output

4. Planning Horizon (Required)

  • Select the time period that your plan should cover
  • Horizons define how far into the future the planning algorithm should consider
  • Available options depend on your configured horizons

5. Opening Stock Snapshot (Optional)

  • Choose how to handle initial inventory levels:
    • NONE: Do not use opening stock data
    • LATEST: Automatically use the most recent snapshot
    • Specific Snapshot: Select a particular snapshot by name
  • This affects how the planning algorithm calculates requirements and allocations

6. Solve Time

  • Specify the time (in minutes) the planning algorithm should run
  • Default: 60 minutes

Saving and Managing Configurations

Save Configuration

  1. After setting all required fields, click "Save Configuration"
  2. Success message will confirm the configuration is saved

Execution Options

Automatic Execution

  • Once enabled and saved, plans will execute automatically according to the schedule
  • The Auto Plan Summary shows the next scheduled execution time
  • No manual intervention required

Manual Execution ("Execute Now")

  • Click "Execute Now" to run the plan immediately
  • Ensure you save your configuration before executing
  • Does not affect the regular schedule