Run S&OP Cycles

S&OP cycles give your team a period-based plan that reconciles demand, supply, and financial inputs on one shared versioned plan.

Steps

1. Open Supply Chain Planning → S&OP Cycles.
2. Create a cycle for the planning period.
3. Open Details — review demand lines; Upsert adjustments; Reseed demand when forecasts have moved.
4. Transition through the cycle stages your company uses (demand review → supply → reconciliation → approval path as configured).
5. Submit for approval when ready.
6. Approvers Approve or Reject (requires Approve S&OP permission).
7. Amend after rejection or when a controlled change is required.

Reminder and approval-escalation jobs nudge open cycles. Do not rely on email alone — check the S&OP list each week during the cycle.

:::tip Reseed when forecasts move If the Forecasting Workbench changed materially after the cycle started, reseed demand before you submit so approvers see current numbers. :::

Next step

Collaborate with suppliers

Share forecasts and request PO commitments for the agreed plan.

Work exceptions and the planner workbench

Close S&OP gaps that land on the exceptions queue.