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SAS(R) Merchandise Planning for Solution Administrators

Course Details
Tuition (USD): $1,950.00 • Classroom (3 days)
Course Details
GSA (USD): $1,768.26 • Classroom (3 days)

SAS Merchandise Planning is a high-performance, highly integrated solution that enables retailers to create and execute plans that maximize sales and margins while minimizing costs and increasing company performance. This course is designed to provide you with the information, understanding, and hands-on skills needed to manage users and groups, configure and manage templates based on your organization's business process, and create, deliver, and manage plans.

Skills Gained

  • create and manage the plan management structure that supports your organization's day-to-day planning activities
  • use flags and statuses to configure plan versions and planning worksheets
  • set up batch processes
  • create, modify, and manage reusable template objects
  • configure application properties
  • set-up users and groups
  • configure global and user-specific preferences
  • create and manage cluster sets.

Who Can Benefit

  • Anyone who will be involved in implementing and administering SAS Merchandise Planning including power users, Solution Administrators, IT associates, and SAS consultants


  • Before attending this course, you should
  • have a basic understanding of planning processes within retail organizations
  • attend the introductory course Using Performance Analysis in SAS(R) Merchandise Planning

Course Details

Course Introduction

  • about this course
  • SAS Merchandise Planning solution administrator training topics

Creating Plan Management

  • introduction to plan management
  • creating a plan group
  • creating a plan
  • creating a plan version
  • creating a planning worksheet

Working with Plan Management

  • configuring plan versions
  • configuring planning worksheets

Using Template Manager

  • introduction to templates
  • creating template objects
  • managing template objects
  • managing template specific settings
  • applying and recalling templates

Configuring SAS Merchandise Planning

  • configuring application properties
  • creating and modifying a user
  • defining a user group and security levels
  • configuring global and user preferences
  • creating and modifying a business view
  • managing assignments
  • using the system monitor
  • examining the security log

Managing SAS Merchandise Planning

  • using dimension manager
  • using time shifts
  • creating split planning worksheets
  • using alternate calendars
  • bridging planning worksheets
  • reclassification


  • creating cluster sets
  • modifying cluster sets
  • managing cluster sets

Additional Topics

  • additional administrative tasks

Further Considerations

  • summary
  • self-assessment
  • additional help resources
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