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Advise on how to approach a combined report from both demand plan and sales orders

edited Jul 28, 2022 6:02PM in Ask A Guru 2 comments

For our demand and supply planning process, I would like to create a report/search that can be dumped to excel for easy analysis by the S&OP team. The business uses a manual demand plan that needs to be updated monthly. The team needs to be able to easily see, by item, what is on the current demand plan, what is on open sales orders and what has arleady shipped by demand month. We would then edit the Demand Plan data in the same spreadsheet and then format it for CSV import to upload the changes.

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