Supply Chain Planning Engine Workbook Setup Guide

The Supply Chain Planning Engine Workbook requires Material Requirements Planning and specific role permissions. Access also depends on enabled features and sharing. Run supply planning to generate planning output, then use the workbook navigation path below. Check configuration, data access, and output generation as separate parts of workbook readiness.

Which Supply Planning Features Must Be Enabled?

Material Requirements Planning must be enabled for the workbook. The linked supply planning setup instructions identify the features below. Go to Setup > Company > Enable Features to review them. If your account uses a previous supply planning version, some may already be enabled.

Click Save after making changes. The manufacturing features are conditional: the setup instructions call for them if you use NetSuite Manufacturing, rather than listing them as universal workbook requirements.

For separate environment and inventory topics, see the sandbox account refresh process and inventory segmentation per location. Neither topic is listed among the workbook prerequisites in the supplied setup instructions.

What Permissions Does the User's Role Need?

Check the role that will open the workbook against both required permissions.

Permissions are only one part of access. The documentation also identifies enabled features and sharing as factors. If users cannot access the data they need, ask an administrator to check their role permissions and sharing settings; do not treat the permission table alone as confirmation of complete data access.

How Do You Generate Output and Open the Workbook?

Run supply planning to generate planning output. Feature enablement and role permissions address different prerequisites from output generation.

To open the workbook, go to Analytics > Workbooks and open Supply Chain Planning Engine Workbook. Keep this navigation step distinct from the instruction to generate planning output: the source does not state that running supply planning controls whether the workbook can be opened.

Who This Affects

• Administrators: Review enabled features, required role permissions, and sharing settings.
• Supply planners and workbook users: Run supply planning to generate the output needed for analysis.
• Manufacturing teams: Review the additional feature requirements if using NetSuite Manufacturing.

Key Takeaways

• Enable Material Requirements Planning and review the documented supply planning feature setup.
• Require SuiteAnalytics Workbook: Edit and Material Requirements Planning: View or higher.
• Run supply planning to generate planning output.
• Open the workbook through Analytics > Workbooks.
• Ask an administrator to review permissions and sharing when needed data is inaccessible.