Supply Chain Planning Engine Workbook Setup Guide

The Supply Chain Planning Engine Workbook requires Material Requirements Planning, two role permissions, and planning output generated by running supply planning. Access also depends on enabled features and sharing. Use this checklist to review feature setup, confirm the intended user's permissions, generate planning output, and open the workbook.

What Should You Check Before Opening the Workbook?

Treat feature enablement, role permissions, sharing, and planning output as separate readiness checks. The setup instructions describe prerequisites; they do not establish that these requirements are new or changed in a particular release.

For administrators, the first check is whether Material Requirements Planning is enabled. For workbook users, the next checks are the permissions assigned to their role and access to the data they need.

Which Supply Planning Features Should You Review?

The supply planning feature-enablement instructions use Setup > Company > Enable Features. If you previously used supply planning, some settings may already be enabled.

Click Save after making changes. Material Requirements Planning is the explicit workbook prerequisite; the table supplies the broader supply planning setup context. The manufacturing selections apply if you use NetSuite Manufacturing.

If preparing a test environment, see the sandbox account refresh process as a separate reference, not an additional workbook prerequisite.

What Permissions Does the Workbook Require?

The role used to open the workbook needs both permissions:

Permissions are not the only access consideration: enabled features and sharing also matter. If users cannot access the data they need, ask an administrator to check their role permissions and sharing settings. Review the intended user's role rather than treating another role's access as confirmation.

How Do You Generate Output and Open the Workbook?

Run supply planning to generate planning output. Feature and permission checks do not replace this step.

Then go to Analytics > Workbooks and open Supply Chain Planning Engine Workbook.

For a separate inventory topic, see inventory segmentation per location. It is not a prerequisite listed in these workbook setup instructions.

Who This Affects

• Administrators: Review feature enablement, role permissions, and sharing.
• Supply planners and workbook users: Confirm both required permissions and that supply planning has been run.
• Manufacturing teams: Include the manufacturing-specific feature selections in the supply planning setup review.

Key Takeaways

• Enable Material Requirements Planning and review the supply planning feature settings.
• Assign SuiteAnalytics Workbook at Edit and Material Requirements Planning at View or higher.
• Check permissions and sharing when required data is inaccessible.
• Run supply planning to generate output before opening the workbook.