Planner Workbench

Navigation, filters, hierarchy & views

1. First-time navigation & menu entry for Planner Workbench.
   A dedicated Planner Workbench entry is introduced in the left navigation, controlled by a feature toggle and role-based permissions. 

2. First-time users are guided through selecting a hierarchy level, optional filters, and measures, so they land in a configured single-item planning view instead of a blank screen. 

3. Returning users re-open into their last-used configuration or the first available bookmark, minimizing setup time.

2. Dynamic filter management in Planner Workbench.
   Enables planners to create or edit filter criteria for any workbench, both during initial view creation and while editing existing views. 

   1. Filter changes immediately refresh the list of planning items and apply to both single- and multi-item views. 

   2. Any change creates an “Unsaved Planning View” that preserves filters, hierarchy, measures, attributes, exceptions, and metrics until explicitly saved as a bookmark.

3. Change hierarchy level at the parent and drilldown level.
   Allows planners to switch hierarchy levels at any time via an Edit Filters/Hierarchy dialog, with the workbench automatically refreshing planning items for the new level. 

   1. Drilldown hierarchies are constrained to levels at or below the selected parent, and options are disabled where further breakdown is not possible. 

   2. When the lowest possible hierarchy is already selected, drilldown controls are hidden, keeping the UI consistent and intuitive.

4. Single-item drilldown into lower hierarchy levels.
   In the single-item view, planners can open a drilldown panel that lists only the hierarchy levels valid under the current parent context. Selecting a drilldown level shows a detailed grid of child planning items using the same measures and order as the main view, with the ability to filter further at product, customer, location, or source. All editing and override capabilities from the main view are also supported in the drilldown, enabling fine-grained adjustments on child items without losing parent context.

5. Multi-item / Aggregate view in Planner Workbench.
   Introduced a Multi-Item View providing an aggregate view across all planning items that match the current filters and hierarchy. 

   1. The view supports toggling metrics and charts, and a new aggregate (summary) section that computes aggregate values based on each measure’s configured aggregation strategy (sum, weighted average, min, max, same value, etc.). 

   2. Aggregate values are read-only and respect time-range and dimension filters for accurate, analytics-focused insight.

6. Switch between Measure, Item, and Dimension views.
   The planner workbench includes a “View by” selector that toggles the planning table between item, measure, and dimension views in both single- and multi-item contexts. 

   1. Measure view regroups data around measures in the exact sequence configured for the planning view, while dimension view presents data in a columnar format similar to existing planning views.

   2. All core capabilities (overrides, audit, drill-down, lock/disaggregation, reset, multi-cell edits, notes) remain available across these views, preserving function while changing perspective.

7. Measure selection pop-up & measure configuration.
   The planner workbench provides a dedicated measure selection dialog that organizes all measures into categories (Revenue, Units, Cost, Revenue/Unit, Ratio, and Percent) and supports in-dialog search. 

   1. Selected measures are listed in a configurable table where planners can reorder them with up/down arrows, remove measures, and view live counts of available vs. selected measures. 

   2. Once saved, measure sequences are applied consistently across multi-item, single-item, and drilldown views, and changes to public views can only be persisted by their original creator.

8. User preferences – remember last selected options.
   The planner workbench automatically saves and restores user preferences such as selected filters, hierarchy levels, measures, attributes, metrics, view type, and visibility of sections (charts, metrics, aggregate view). 

   1. When a user returns to the Planner Workbench, they resume exactly where they left off, substantially reducing repetitive configuration. 

   2. Preferences are stored per user to keep experiences personalized.

9. Cell-level capabilities (override, multi-cell edit, audit, drilldown, lock, reset).
   The planner workbench contains all standard cell-level capabilities so planners can override values, perform bulk edits, open audit history, drill down, lock/unlock for disaggregation, add notes, and reset to original values. 

1. These actions are available across all non-aggregate table views (item, measure, dimension) and are constrained to one editable hierarchy level at a time to avoid conflicts. 

2. The aggregate view remains read-only, clearly separating analysis from editing.

Planning view enhancements

1. Highlight the cell on mention click from notifications/email.
   When a user clicks a mention in an email, the mentions panel, or the notification bell, the system now opens the relevant planning view and briefly highlights the exact cell where the mention was made. 

2. Highlight buckets that contain notes.
   Cells containing one or more comments are now visually marked in planning views, giving planners an at-a-glance indicator of where comments exist. 

   1. Clicking the comment icon or using “View Comments” opens a right panel filtered to the selected cell’s comments, showing who wrote what and when, along with measure and item context. 

   2. The highlighting updates immediately when comments are added and supports multiple comments per cell.

3. Link from exceptions drawer to planning grid row.
   From the Planning View List’s exceptions panel, each planning item is now a clickable link that navigates directly to the relevant planning view context (single or filtered multi-item view). The target item is pre-selected, allowing planners to immediately inspect time series and measures that triggered the exception. This reduces time spent searching for problem items and speeds up resolution.

Multi-Currency & Currency Management

Multi-currency configuration in Admin App

1. General Settings – Multi-Currency configuration.
   Added a Multi-Currency section under Admin App > General Settings, where implementers can enable/disable the capability, select supported currencies, and define a single base currency for the tenant.

   1. It also allows choosing between an out-of-the-box and a custom currency exchange source (for 2026.1.0, custom via the Currency Exchange entity is supported). 

   2. Once live, the base currency is locked to protect stored financial data, and the saving configuration includes extra validation and a confirmation step.

2. New “Currency Exchange” entity for FX rates.
   Introduced a standard “Currency Exchange” entity with four required attributes (FROM_CURRENCY_PK, TO_CURRENCY_PK, EXCHANGE_RATE, DATE_OF_RECORD) to store currency conversion rates aligned with the tenant’s weekly or monthly planning calendar. 

3. The entity is auto-enabled for new tenants with attributes, mappings, and a data source created by default, reducing configuration effort. 

4. Once Multi-Currency is enabled, the entity cannot be deleted, ensuring FX data remains available for conversions.

2. Data loads for Currency Exchange – validations & rejection handling.
   Implements strict validation on currency exchange loads to enforce ISO currency codes, tenant-enabled currency lists, configured date formats, alignment with planning bucket start dates, and valid numeric exchange rates. 

1. Invalid or incomplete records are rejected with clear reasons and surfaced in Data Load History. 

2. For historic gaps, the system forward-fills missing exchange rates from the last known period and recomputes dependent time series and metrics whenever rates are updated.

Multi-currency in planning views

1. Currency switch in planning views.
   When Multi-Currency is enabled, and monetary measures are present, planning views now include a currency selector so planners can view values in any supported currency. 

   1. All revenue and cost figures are dynamically converted to the appropriate currency across tables, charts, and metrics. 

   2. Changing display currency discards unsaved overrides to avoid inconsistencies, while stored values remain in base currency.

2. Override monetary time series in the user-selected currency.
   Planners can enter overrides (e.g., revenue, cost) in a chosen display currency, with the system converting and storing them in the tenant’s base currency behind the scenes. 

3. UI still displays the user-entered value in the selected currency. 

4. Aggregation/disaggregation, along with business rules, continue to work seamlessly across all hierarchy levels. 

5. This makes it easier for local teams to work in familiar currencies while keeping the platform’s financial engine consistent.

2. Note: Override for ASP(Revenue/Unit type of measures) in local currency is not supported in this release

Currency exchange data in Inspect Data

1. View & manage Currency Exchange data in Inspect Data.
   In Inspect Data, authorized users can directly view and maintain Currency Exchange data, including editing values with validation and import/export support. 

   1. It also respects role-based access, ensuring only appropriate users can change sensitive rate data.
      
      

Replenishment & Proposed Orders

1. Lead time variations from historic PO/PROD/STO orders.
   Analyzes historic purchase, production, and stock transfer orders to compare realized lead times against values configured in the Product Sourcing Network. Results are shown in a detailed table so planners can identify where real-world performance diverges from master data, investigate outliers, and update PSN or ignore anomalies as needed. This continuous feedback loop improves planning accuracy and response reliability.

2. Unit cost derivation while creating proposed orders.
   Defines a clear priority for deriving unit cost: Product Sourcing Network, then Product Location Master, and finally Product Master.

   • If no cost is found across these layers, the unit cost remains blank, and no cost line is generated; missing cost exceptions only appear when all sources are empty.

3. Revenue impact in Proposed Orders (Monetary Impact time series).
   Added new attributes and time series to calculate the monetary impact of negative projected inventory at a product–location level (e.g., lost revenue due to stockouts). This information is surfaced in the replenishment and proposed orders views so that planners can prioritize orders not only by quantity but also by potential revenue loss. 

Time Series Entity enhancements

1. Enforce lock/edit/disaggregation protection on Time Series entity data loads.
   Time Series file uploads now honor cell locks (override and disaggregation) by checking lock status for every incoming record. Locked cells are not updated, and the corresponding rows are rejected with a clear reason in the dataload report, while unlocked rows continue to process normally. This aligns upload behavior with UI override rules and prevents unintentional overwrites of protected planning values.

2. Separate comments per time bucket in Time series entity data loads.
   The time series entity (used for forecast loads) supports uploading Reason Code, Reason Category, and Comment fields as per-row metadata rather than a single file-level override. 

   1. Each row generates an independent audit entry containing items, measures, time bucket, old/new values, and its own explanatory fields. 

   2. In the audit, planners can see bucket-specific comments, and if duplicate records exist in the same file, only the last occurrence is stored and audited.