How to create an analysis?

Planners can create analysis by clicking on Create Analysis - see screen shot below:

The following provides the info needed for the analysis:

Field

Description

Field

Description

Analysis Name

Name of the analysis given by the planner

Customer Name

Pick the customer from the drop down. Analysis will be created against that customer

Date and Time

This is auto filled

Request Type

Default is Install base - other options are Project or Quote.

File Type

BOM, DNA, TNMS or Metro. These are the types of data files that

Network Date

Date when the install base information was collected

 

There are Advanced options that provide additional control for the planners to include only certain types of parts (based on the part attributes). See below for the Advanced options:

 

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