Product Line Plan Maintenance (20.1) displays data from all the separate plans and automatically calculates monthly backlog and inventory forecasts and gross margin percentages. You can use Product Line Plan Report (20.3 or the enhanced .NET UI version, 20.27) to view the plan by site, product line, and year.

Shipments, orders, and backlog are defined at revenue values, while cost, production, and inventory are valued at cost.

Balance the overall plan by adjusting the shipment and cost forecasts to obtain the best gross margin figure possible. Then, adjust the sales orders and shipments forecasts to balance income and balance costs against production to balance inventory.