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Question

How to enable and populate Sales and Operations Planning Load Analysis?

  • September 16, 2026
  • 0 replies
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Hello everyone,

I am currently testing Sales and Operations Planning in IFS Cloud and have successfully configured a basic Product Family and S&OP plan.

So far I have:

  • Created an MS Level 0 Product Family
  • Created the Planning Structure linking MS Level 1 parts
  • Created an S&OP plan
  • Successfully copied forecast and supply data from MS Level 1 using Copy S&OP Family

The S&OP Grid is populated correctly and I can work with forecast and supply data.

My next goal is to evaluate capacity using Sales and Operations Planning Load Analysis, but I am struggling to understand the required setup and prerequisites.

When opening Sales and Operations Planning Load Analysis, the screen remains empty and I am not sure:

  • What setup objects are required before Load Analysis can be used?
  • Is a Resource Routing required on the Product Family or on the MS Level 1 parts?
  • Does RRP need to be executed before data becomes available?
  • How are Capacity Scenarios created and connected to S&OP?
  • What is the recommended setup to demonstrate Load Analysis in a simple test environment?

Any guidance, setup steps, or examples would be greatly appreciated.

Thank you in advance!
Pavel K.