Sort Exceptions Before Pre-S&OP
Classify S&OP exceptions into demand evidence, supply constraint, financial trade-off, and execution follow-up.
Sort each S&OP exception into the bucket that should own the next move. Demand evidence Supply constraint Financial trade-off Execution follow-up Retailer sends signed ad plan that changes uplift assumption Co-packer can release only 60% of required quality slots Premium freight can protect service but cuts gross margin by 2.1 points Planner needs updated SKU master data before loading the final plan Sales target exceeds evidence-based demand plan by $900,000 New customer PO confirms only half of the proposed upside Packaging film lead time blocks the revised launch date Customer service must notify two accounts about approved date changes
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