Steps To Create Macro in Planning Book

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3.7.1.

1 Creating the Macro for Consensus-Based Planning

1. Right-click the macro node below the planning table and choose Create New
Macro ? Add macro. In the APO Macro Builder dialog box, enter a descriptive text
for the macro, for example, Forecast + Promotion ? Final Forecast. Choose Continue.

2. Right-click the macro and choose Add macro Element ? Step.

In the APO Macro Builder dialog box, in the descriptive text section, enter a name
for the macro step, for example, First Step and choose Continue.

3. Right-click the macro step and choose Add Element (Result Level) � Add
results row.

In the APO Macro Builder dialog box, choose Final Forecast in the Row field. Choose
Adopt.

4. Right-click the result row you have just created and choose

Add Element (Argument Level) � Add Operator/Function.

In the APO Macro Builder dialog box, choose u201C(u201C.

5. Right-click the operator/function you have just created and choose

Add Element (Argument Level) � Planning Table Element � Append argument row. In the
APO Macro Builder dialog box, choose Statistical Forecast in the Row field.

6. Right-click the argument row you have just created and choose

Add Element (Argument Level) � Append Operator/Function.

In the APO Macro Builder dialog box, choose u201C+u201D.

7. Right-click the operator/function you have just created and choose

Add Element (Argument Level ) ? Planning Table Element ? Append argument row. In
the APO Macro Builder dialog box, choose Sales Forecast in the Row field.

8. Right-click the argument row you have just created and choose

Add Element (Argument Element) ? Append Operator/Function.

In the APO Macro Builder dialog box, choose u201C+u201D.

9. Right-click the operator/function you have just created and choose

Add Element (Argument Level ) ? Planning Table Element ? Append argument row. In
the APO Macro Builder dialog box choose Logistics Forecast in the Row field.

10. Right-click the argument row you have just created and choose

Add Element (Argument Element) ? Append Operator/Function.

In the APO Macro Builder dialog box, choose u201C)u201D.

11. Right-click the operator/function you have just created and choose

Add Element (Argument Element) ? Append Operator/Function.


In the APO Macro Builder dialog box, choose u201C/u201D.

12. Right-click the operator/function you have just created and choose

Add Element (Argument Element) ? Append Operator/Function.

In the APO Macro Builder dialog box, enter u201C(u201D.

13. Right-click the operator/function you have just created and choose

Add Element (Argument Element) ? Append Operator/Function.

In the APO Macro Builder dialog box, choose u201CSIGN()u201D and change it to
u201CSIGN(u201C.

14. Right-click the operator/function you have just created and choose

Add Element (Argument Level ) ? Planning Table Element ? Append argument row. In
the APO Macro Builder dialog box, choose Statistical Forecast in the Row field.

15. Right-click the argument row you have just created and choose

Add Element (Argument Element) ? Append Operator/Function.

In the APO Macro Builder dialog box, choose u201C)u201D.

16. Right-click the operator/function you have just created and choose

Append Operator/Function.

In the APO Macro Builder dialog box, choose u201C+u201D.

17. Right-click the operator/function you have just created and choose

Add Element (Argument Element) ? Append Operator/Function.

In the APO Macro Builder dialog box, choose u201CSIGN()u201D and change it to
u201CSIGN(u201C.

18. Right-click the operator/function you have just created and choose Add
Element (Argument Level ) ? Planning Table Element ? Append argument row.

In the APO Macro Builder dialog box, choose Sales Forecast in the Row field.

19. Right-click the argument row you have just created and choose

Add Element (Argument Element) ? Append Operator/Function.

In the APO Macro Builder dialog box, choose u201C)u201D.

20. Right-click the operator/function you have just created and choose

Add Element (Argument Element) ? Append Operator/Function.

In the APO Macro Builder dialog box, choose u201C+u201D.

21. Right-click the operator/function you have just created and choose
Add Element (Argument Element) ? Append Operator/Function.

In the APO Macro Builder dialog box choose the character u201CSIGN()u201D and
change to u201CSIGN(u201C.

22. Right-click the operator/function you have just created and choose Append
argument row. In the APO Macro Builder dialog box, choose Logistics Forecast in the
Row field.

23. Right-click the operator/function you have just created and choose

Add Element (Argument Element) ? Append Operator/Function.

In the APO Macro Builder dialog box, choose u201C)u201D.

24. Right-click the operator/function you have just created and choose

Add Element (Argument Element) ? Append Operator/Function.

In the APO Macro Builder dialog box, choose u201C)u201D.

25. Right-click the operator/function you have just created and choose

Add Element (Argument Element) ? Append Operator/Function.

In the APO Macro Builder dialog box, enter u201C+u201D.

26. Right-click the operator/function you have just created and choose

Append argument row.

In the APO Macro Builder dialog box, choose Promotion in the Row field.

27. Select the macro and choose Check to check it. Generate the macro by
choosing Generate.

28. Move the macro by using drag and drop to the Events section and to the
Default folder in the upper right screen area.

29. If you want to continue with the configuration, proceed with the next
activity to create the Sales Volume Macro (see below).

If you want to discontinue the configuration at this point, we recommend that you
save your settings. To do this, go back to the Planning book Design screen and
choose Save. Choose All Functional Areas when the confirmation prompt appears.

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