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 |
---|---|
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 |
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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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