Run a One-Week Planning Master-Data Audit

Objective

Identify which planning master data creates the greatest decision risk before launching a planning-system or AI project.

Target user

Supply planners, master-data teams and ERP owners.

Scope

• Lead times
• Minimum order quantities
• Lot sizes
• Safety stocks
• Planning calendars
• Product status
• Source-of-supply rules
• Units of measure
• Product-location combinations

Architecture

Use an export from the ERP and APS as the audit baseline. Compare configured values with actual operational history in a controlled analysis layer.

Steps

• Day 1: export decision-critical parameters.
• Day 2: identify missing, duplicate and inconsistent values.
• Day 3: compare system values with actual operational behavior.
• Day 4: assign owners and correction priorities.
• Day 5: publish approved corrections and create monitoring rules.

Validation

• Compare actual and configured lead times.
• Compare MOQ with recent purchase quantities.
• Check active planning combinations against active products.
• Review calendar coverage and closure dates.
• Detect duplicate product or location definitions.
• Flag parameters without an owner or effective date.

Governance box

• Data source: ERP and APS master data.
• Owner: named business owner per parameter.
• Validation: system value versus actual history.
• Version control: effective date and previous value.
• Access: controlled change workflow.
• Manual override: temporary exception with expiry date.
• Failure mode: retain the previous approved parameter.