Note: For PLM terminology, refer to the Glossary.
Publishing Plans for Operating Units or Direct Resellers
After a plan configuration is completed, you can start or resume the plan distribution. You can publish a plan through an Excel file for:
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Your operating units, and
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Your direct resellers and customers.
Note:
- When you publish a plan, it will be published for all operating units by default.
- You can define an exception for a particular operating unit, that is, not publish a plan for it.
Publishing Plans for Indirect Resellers
After a plan configuration is completed, you can start or resume the plan distribution. You can publish a plan for resellers that are configured under operating units through an Excel file.
Note:
- When you publish a plan for an Operating unit, the plan will be published for all resellers of the operating unit with whom the plan is shared.
- If you made an exception for an Operating unit, this exception is propagated for all resellers of the operating unit with whom the plan is shared.