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Former Member

S&OP Process Template Configuration

Hello Team,

We are implementing the Sales and Operations planning with a 3 step process (for example). We want to start with the Demand review then supply review and then end with Executive meeting. (We don't have the JAM license)

I made the below config in the 'Process Template' app. Maintained 3 steps with appropriate tasks

After saving it, started an instance of that template. Incorporated the same process in to the 'Dashboard' app, and this is what i can see

Question:

Apart from changing the process step status in to in-progress & Completed, i can't do anything there. Based on the demos that i have watched, we can do much more.

i) How an user can click on a process step say 'Supply Review' and can view a different set of charts related to that process step only. In a way, a separate mini dashboard for every step. Can this be achieved ?

ii) What more can be done to this "Process template" through the dashboard

iii) How to deal with the individual tasks that i have maintained under each process step

iv) Can the process template be utilized in anyway apart from the dashboard functionality

Can anyone please throw any amount of light on this

Thanks

VenKat

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