Related topics
- About demand plan hierarchies
- Create a demand plan
- Demand plan process
This document outlines the different process steps and the order in which these actions should be taken.
This panel displays all existing demand plans. Demand plans are used to define an area for which a sales forecast should be created in IBS Inventory Control. Each demand plan must be connected to a hierarchy that specifies the sales related keys for which information should be retrieved.
When the demand plan details are created, information for the selected hierarchy keys is retrieved according to certain stipulations which are listed below.
The demand plan status indicates where in the process the demand plan is. Demand plans at status 2 (Delegated) and 3 (Work in progress) are only displayed if you are responsible for the demand plan (i.e. your user profile is connected to the plan) or if the demand plan has been delegated to you.
Options
| Details | Select this option to view the hierarchy levels of the selected demand plan. |
| Select this option to print the demand plan. | |
| Refresh | Select this option to refresh the demand plan. When you refresh the demand plan, no previous information is changed. The system will only retrieve new information if a change in the selection parameter has been made. |
| Sel parm | Select this option to maintain or view the selection parameters for the demand plan. The parameters can be used to include specific key values in the demand plan detail creation. |
| Create details | Select this option to create details for the demand plan. What information is retrieved depends on the selections that have been made and on the base that has been defined on the demand plan header. |
| Item/Whs | Select this option to view all items and warehouses that are connected to the demand plan. |
| Rebuild | Select this option to rebuild the demand plan. This must be done to synchronise the information between the base demand plan and the alternative hierarchy. Note: When a demand plan has been either re-created or refreshed, the rebuild function must always be executed if alternative hierarchies exist. This is also necessary when a plan is rolled to ensure that the period changes are performed in all alternative plans as well. |
| Alt hierarchies | Select this option to view or maintain alternative hierarchies that are connected to the demand plan. |
| Roll plan | Select this option to roll the demand plan periods. When the period roll has been confirmed the system will display the next set of periods. For example, if the system displayed the months 1-6 before the period roll, it will display the months 2-7 when the period roll has been confirmed. |
| Update BIW | Select this option to update the Business Information Warehouse files. |
| Copy/add | Select this option to copy demand plans and add them to a master plan. |
| Where used | Select this option to view the master plans in which the selected demand plan is used. |
| Included plans | Select this option to view the sub-plans that are connected to the selected demand plan. |
| Set share of total | Select this option to maintain the share of the total forecast per summary level for the selected demand plan. |
| Retrieve statistics | Select this option to retrieve statistics. |
| Unlock | Select this option to release a locked demand plan. The demand plan is locked by the system during the creation of the details. If this process is interrupted or terminated in an abnormal way, it may remain locked. If this is the case, you must release the plan to continue the demand plan maintenance. Note: This option should only be used for jobs that have not terminated normally. If you unlock a demand plan during an ongoing normal creation process, the demand plan details may be corrupted. |
Function keys
| More options | View more available options. |
Selection fields
- Demand plan
- Displays the code that identifies the demand plan.
- Description
- Displays the description of the demand plan.
- Status
- The code indicates the status of the demand plan.
- Type
- The code indicates the demand plan type.
- Ah
- Displays the number of alternative hierarchies that exist for the demand plan. If more than nine alternative hierarchies exist, then a plus sign (+) is shown.
- Signature
- This column lists the codes Work with signatures indicating users responsible for the corresponding demand plan.
- Description
- Displays the name of the responsible user for the corresponding demand plan.
- From period
- Displays the starting period for the corresponding demand plan.
- To period
- Displays the ending period for the corresponding demand plan.
- Demand plan period type
- This column lists the period types for the corresponding demand plans.
- Description
- This column lists the descriptions for the corresponding demand plan period types.
- Forecasting unit
- This column lists the codes indicating the forecasting unit for the corresponding demand plans.
- Description
- This column lists the descriptions of the forecasting unit for the corresponding demand plans.
- Sales promotion
- This column lists the promotion ID, existing or to be created for the corresponding demand plan. A value is only shown if the demand plan is of type 2 (Promotion) and if it is activated.
- Hierarchy set
- This column lists the code indicating the hierarchy to be used for the corresponding demand plan. This code defines the keys and summary levels for the demand plan.
- Date
- This column lists the date when the corresponding demand plan is created.
- Demand plan base
- This column lists the code indicating the base on which the demand plan is created.
- Description
- This column lists the description of the demand plan base.
- Based on from period
- This column lists the start period of the demand plan base.
- Based on to period
- This column lists the end period of the demand plan base.
- Base demand plan
- Displays the demand plan or import ID that should be the base for this demand plan when details are created, if Base is set to 4 (Demand plan) or 6 (Import data).
- Budget number
- This column lists the budget number if a budget is created from the corresponding demand plan.
- Controlling code
- This column lists the controlling code for the corresponding demand plan.
- User id
- This column lists the routine or user locking the corresponding demand plan.
- Include zero
- Displays if zero quantities are to be included in the corresponding demand plan.
- Plan in error
- Indicates if there are any errors in the corresponding demand plan.
- Currency
- This column lists the currency, if the demand plan, when created has some value.
- Price list
- This column lists the price list, if the demand plan, when created has some value.
- Maintenance secured
- This column lists if the corresponding demand plan is secured for maintenance.
- Enquiry secured
- This column lists if the corresponding demand plan is secured for enquiry.
- Demand plan control category
- This column lists the names of the existing control categories.
- Allow alt hierarchy
- Displays whether creation of alternative hierarchies is allowed for the demand plan using the corresponding control category.
- Statistic key value
- Displays if the demand plan based on statistics will get key values from base files or from statistics.
Value Description B Base files The statistics based demand plan will get key values from the base files. S Statistics The statistics based demand plan will get key values from statistics. Note: These are panel values and may be different in your system.
- Description
- This column lists the description of the selected statistic key value for corresponding control category.
- Adjust share of tot
- This column indicates if the share of the total forecast, if updated, is to be automatically adjusted for summary or any higher levels, when the total of a corresponding demand plan is changed on a certain summary level.
- Name
- This column lists the name of internal customer, of the corresponding production/dependent demand plan.
- Based on calculation rule
- This column lists how the based on quantities shall be calculated when the specification periods are created.
Value Description A According to season profile E Equal share P Period per period P Period relations Note: These are panel values and may be different in your system.
- Description
- This column lists the description of the calculation rule.
- Season profile ID
- Indicates if the based on calculation rule is set to A (According to season profile).
- Description
- This column lists the name of the season profile when corresponding based on quantities are calculated according to season profile.
- Manual Fc calculation rule
- Indicates how the period for a lower level quantity be moved upwards in the hierarchy when a manual Fc is added to it.
Value Description M Move upwards The value of manual forecast will be added upwards in the summary structure without any changes. A Adjust upwards The value of manual forecast will be adjusted before adding to the periods, upwards in the summary structure. Note: These are panel values and may be different in your system.
- Description
- Displays the description of the manual Fc calculation rule added in the corresponding demand plan.
- Rule for roll
- Indicates how the changes should be handled during roll of a corresponding demand plan.
Value Description A Add changes Manual changes on the demand plan will automatically be performed after the new period is added during the roll. D Do not add changes No manually changed forecast is added after the new period is created. Note: These are panel values and may be different in your system.
- Description
- Displays the description of the rule for roll used in the corresponding demand plan.
Work with demand plan (INVD83004)
This panel displays the details of the demand plan header. Demand plans are used to define an area for which a sales forecast should be created in IBS Inventory Control. Each demand plan must be connected to a hierarchy that specifies the sales related keys for which information should be retrieved.
The demand plan header defines, among other things:
- The status of the demand plan.
- The period during which the demand plan is valid. It also states whether the periods should be based on weeks, months or days.
- The hierarchy that is connected to the demand plan.
- The base for the creation of the demand plan details.
- The security restrictions for the maintenance of the plan and its hierarchy levels.
Function keys
| Hierarchy/Display hierarchy | Access the Demand plan hierarchy enquiry. |
- Demand plan
- Displays the code that identifies the demand plan.
- Description
- Displays the description of the demand plan.
- Status
- The code indicates the status of the demand plan.
- Budget number
- Only shown if the demand plan has been transferred to IBS Business Information Warehouse and if the demand plan is of type 3 (Budget). Displays the created budget number.
- Forecast deviation %
- Indicates the allowed deviation percentage for this demand plan. This value is used in the following calculation:
When the demand planning is updated/refreshed, the number of items with accepted forecast deviation is calculated. Per item, warehouse and forecast period is the forecast figure compared to demand. If deviation is within defined deviation percentage, then the forecast accuracy is fulfilled for this item, warehouse and forecast period. The number of items that are OK is then compared to the total number of items and a percentage is calculated.
- Responsible
- The code from Work with signatures indicates who is responsible for this demand plan.
Specification
- Type
- The code indicates the demand plan type.
- From/to year/period
- Indicates the from/to year/period for this demand plan. The Period type field defines if this should be entered in weeks, months or days.
- Period type
- The code indicates the period type, i.e. if the period for the demand plan should be entered in either of the following ways.
- Control category
- Assign a control category from Work with demand plan categories to the demand plan.
- Forecasting unit
- The code indicates the forecasting unit for the demand plan.
- Currency
- The code from Work with currencies indicates the currency to be used for this demand plan. The defined currency and price list are used for retrieval of standard price for each item. The standard price is used for calculation of the forecast value. This is of interest when the forecasting unit is quantity or weight. The standard price is used for the calculation of a sales value in amount.
Note: Mandatory entry if Forecasting unit is set to 3 (Sales value) or 4 (Cost value). This field is also mandatory if Base is set to 2 (Inventory control demand) or 3 (Inventory control forecast).
- Price list
- The code from Work with sales price lists indicates the price list to be used for this demand plan. The defined currency and price list are used for retrieval of standard price for each item.
- Promotion
- Mandatory entry if the demand plan is of type 2 (Promotion) and if it is being activated. The new promotion ID to be created for this demand plan. The promotion header and details will be created automatically by the system.
Note: Since this field is used to create a new promotion for a demand plan, any existing promotions cannot be entered in this field. All existing promotions are displayed in Work with sales promotions.
- Hierarchy code
- The code from Work with demand plan hierarchies indicates the hierarchy to be used for this demand plan. This code defines the keys and summary levels for the demand plan.
- DP control code
- The code from Work with DP control codes indicates if the forecast consumption should be controlled for the demand plan at sales order entry. If a control code is used, then the system will check that the sales order quantity does not exceed the forecast limit for the demand plan period in question. This limit is defined in Check exceeding % in Work with DP control codes. If the percentage value is exceeded, a warning will be displayed, or the order line will be moved to the next demand plan period.
Based on
- Base
- The code indicates on what the demand plan should be based when it is created.
- From/to year/period
- Displays the year and period on which the demand plan should be based. If Period type is set to 3 (Days), a date must be entered in this field.
- Demand plan/Import
- Mandatory entry if Base is set to 4 (Demand plan) or 6 (Import data). Enter the demand plan or import ID that should be the base for this demand plan when details are created.
- Adjustment %
- Displays the adjustment percentage for this demand plan. If this value is positive, the forecast will be increased based on the historical value selection. If this value is negative, the forecast will be decreased.
- Incl zero quantities
- Indicates if records with zero quantity, that are included in the selections but do not exist in the Based on data, should be included when the demand plan details are created. This is not possible if Base is set to 4 (Demand plan). Caution: If YES, then all values belonging to the selected hierarchy and its key levels will be included. The result might be a demand plan that is too big and too slow to handle.
Authority
- Maintenance secured
- Only shown if the demand plan status is 1 (New) or 5 (Filed). Indicates if maintenance of the demand plan should be secured. If YES, you will be able to control the authority using the IBS SECUR’s object authority routines. If the demand plan maintenance is secured, then the demand plan will be displayed in the sub-file, but will be protected from maintenance.
- Enquiry secured
- Indicates if the demand plan enquiry should be secured. If YES, you will be able to control authority using the IBS SECUR’s object authority routines. If the demand plan enquiry is secured, the demand plan will not be displayed in the sub-file.
- Delegated to
- Mandatory entry if the demand plan status is 2 (Delegated). The code indicates to what category of users the demand plan should be delegated for revision. For example, if the demand plan is delegated to the item responsible, only the person defined as responsible in the Item file will have access to that item record in the demand plan.
- Hierarchy level
- Mandatory entry if Delegated to is set to 4 (SECUR). These two fields in combination define what parts of the demand plan you are allowed to maintain. For example, if this field is set to 2, and if the hierarchy level 2 is defined as Area in the demand plan, then the system will check with SECUR what areas you are allowed to maintain.
- In error
- Indicates if errors were detected during creation. If YES, a period to a summary level holds negative quantities. The result is that calculations cannot be performed correctly.
Example of such an error: When a plan based on statistics is created and a credit of 1900 is invoiced in another period than the debit of 2000. This will be calculated to a total quantity of 100. When period shares are to be calculated the calculation will end up in error (i.e. Period qty / total * 100 will be greater than 100). In this case, the calculated share will be set to zero. Note: The error indication will not be reset when changing the plan, only if the plan is re-created.
Creation/Refresh info
The following fields, displayed in the bottom part of the panel, contain creation and refresh information:
- Re-create
- Indicates if the demand plan should be re-created. If YES, the following is re-calculated for the demand plan:
- New groupings of items and customers are considered.
- New shares (proportion values) are re-calculated. The forecasting unit value, for example the cost value or weight, is retrieved.
- New standard sales price is calculated.
Note: Earlier manual updates of shares or standard sales price are disregarded and will lose effect. When the re-creation is performed, this field will automatically be set to NO.
- Creation date
- The date indicates when the demand plan was created.
- Creation time
- The time indicates when the demand plan was created.
- Last refresh date
- The date indicates when the demand plan was last refreshed.
- Last refresh time
- The time indicates when the demand plan was last refreshed.
Work with demand plan, Copy (INVD83005)
- Plan
- Displays the record you selected to copy.
- Description
- Displays the description of the record you selected to copy.
- New plan
- Create details
- When you copy a demand plan to create a new, the header is copied. If you want to copy the demand plan details as well, set this field to YES.
- Remove periods
- If you want to remove periods from the new demand plan you are creating, enter the number of periods you want to remove. The periods are removed from the beginning. E.g., if you are copying a plan in year 2014 for periods 01 through 12 and you enter 2 in this field, the periods 01 and 02 will be removed for the new demand plan you are creating.
- Add periods
- If you want to add periods to the new demand plan you are creating, enter the number of periods that you want to add. The periods are added to the end of the plan allowing you to move the plan forward. E.g., if you are copying a plan in year 2014 for periods 01 through 12 and you enter 2 in this field, periods 01 and 02 will be added to the new demand plan you are creating for year 2015.
Work with demand plan, Deletion (INVD83008)
Note: Activated demand plans cannot be deleted.
Work with demand plan, Create details (INVD83011)
This panel displays all demand plans for which you have selected to create details. What information is retrieved for the summary levels depends on the selections that have been made for the demand plan and on the base that has been defined on the demand plan header.
Click OK to confirm the creation. Click Back to cancel.
Work with demand plan, Update BIW (INVD83014)
Related topics
This panel displays all demand plans for which you have selected to update IBS Business Information Warehouse. Click OK to confirm the update. Click Back to cancel.
When demand plans are transferred to BIW, any alternative plans for which Transfer to BIW is set to YES are also transferred. The following information is created during the update:
- A new budget number definition will be automatically created for each demand plan/alternative plan with the selected keys according to the demand plan/alternative plan.
- For a demand plan of type promotion, the promotion ID will also be defined as a selected key.
- The budget will be created for balances types Sales net value and Sales quantity. Depending on the forecasting unit in the demand plan, budget for one of the balance types Sales cost value, Sales net weight, Sales gross weight, Sales net volume and Sales gross volume will also be created. Note: For an alternative plan, only the balance type that corresponds to the forecasting unit is created.
For a demand plan of type normal forecast, update BIW can be performed multiple times. This will provide means to save historic demand plan data in BIW before performing the roll plan function.
Note: If the demand plan period type is week, it is important that you only run the update to BIW once every month since the period in BIW is month.
Note: IBS Business Information Warehouse cannot be updated for sub-plans.
Work with demand plan, Refresh (INVD83017)
Related topics
This panel displays all demand plans that you have selected to refresh.
When you refresh the demand plan, no previous information is changed. The system will only retrieve new information if a change in the selection parameter has been made. This might be the case if a new item group has been selected, or if a new item has been added to a previously selected item group.
Click OK to refresh. Click Back to cancel.
Work with demand plan, Roll plan (INVD83020)
Related topics
This panel displays all demand plans that are to be rolled.
When an active demand plan is rolled, the system displays the next set of periods. For example, if the system displayed the periods 1-6 before the roll, it will display periods 2-7 when the roll has been confirmed.
When the demand plan has been rolled, you can analyze and maintain the last period. The status of the demand plan is changed to 3 (Work in progress). You will therefore have to activate the plan again when any necessary changes have been made.
Note: When a master plan is rolled, all the sub-plans for the master are also rolled. A YES in the Master column indicates if the selected demand plan is a master plan.
Click OK to roll the plan. Click Back to cancel.
Work with demand plan, Rebuild (INVD83023)
Related topics
This panel displays all demand plans that are to be rebuilt. A YES in the In error column indicates if a demand plan is in error. In that situation, when you click OK on this panel, a window prompts where you are able to choose to remove negative forecast values before the demand plan in error is rebuilt.
Changes that have been made in an alternative hierarchy are not automatically updated in the base demand plan. When the alternative hierarchy has been created and maintained, you have to rebuild the base demand plan in order to synchronize the information.
Note: When a demand plan has been either re-created or refreshed, the rebuild function must always be executed if alternative hierarchies exist. This is also necessary when a plan is rolled to ensure that the period changes are performed in all alternative plans as well.
Click OK to rebuild the plan. Click Back to cancel.
Work with demand plan, Copy/Add (INVD83026)
Related topics
This function can be used to create details for a demand plan by linking it to one or several subordinate demand plans. These are referred to as master plans and sub-plans. By copying a number of sub-plans with a common item or customer key to a master plan, you can run the IC calculation once instead of for each individual sub-plan.
The demand plans you copy will be sub-plans to the master plan. They must have the same hierarchy code, from/to period/year and period type as the master plan. When the sub-plans have been copied to the master plan, the master plan can be activated and updated in the IC calculation. All sub-plans will be updated along with the master plan.
Note: Sub-plans cannot be set to status 4 (Activated), and they cannot update the BIW.
- Demand plan
- Displays the record you selected to copy.
- Description
- Displays the description of the record you selected to copy.
- To plan
- Displays the master plan to which the copied demand plan should be added.
- Clear before
- Indicates if the master plan should be cleared before the details from the sub-plan are added.
Work with demand plan, Where used/Included plans (INVD83029)
Depending on the option you have used to access this panel, the panel name will differ:
- Work with demand plan, Where used
This panel displays the master plans in which the selected demand plan is used.
- Work with demand plan, Included plans
This panel displays the sub-plans that are connected to the selected demand plan.
- Demand plan
- Displays the code that identifies the selected demand plan.
- Demand plan
- For the Work with demand plan, Where used panel, displays the master plans in which the selected demand plan is used. For the Work with demand plan, Included plans panel, displays the sub-plans that are connected to the selected demand plan.
- Description
- Displays the description of the demand plan.
Work with demand plan, Unlock plan (INVD83032)
This panel displays the demand plans you selected to unlock. The demand plan is locked by the system during creation of the details or other processes when the details are handled. If these processes are interrupted or terminated abnormally, then the demand plan will not be automatically unlocked. If this is the case, then you must unlock the plan.
Note: This program should only be used for jobs that have not terminated normally. If you unlock a demand plan during an ongoing normal creation process, then the demand plan details may be corrupted.
Click OK to refresh or Back to cancel.
- Demand plan
- Displays the code that identifies the selected demand plan.
- Description
- Displays the description of the demand plan.
Work with demand plan, Retrieve statistics (INVD83035)
This panel displays all demand plans that you selected for update of statistics. Statistics such as TY and LY demand, TY and LY forecast, and Orderstock are retrieved and updated.
Click OK to refresh or Back to cancel.
- Demand plan
- Displays the code that identifies the selected demand plan.
- Description
- Displays the description of the demand plan.
Update message status (INVD83038)
This window prompts if the demand plan that you selected to be rebuilt is in error.
Indicate if you want to remove negative forecast values before the demand plan is rebuilt. If you set to YES, then all negative forecast values are set to zero and the period details are updated.
Work with demand plan (INVD83039)
This panel displays the values of the selected control category.
- Demand plan
- Displays the name of control category assigned to the demand plan.
- Description
- Displays the description of control category assigned to the demand plan.
- Category
- Displays the category values. Category holds different control values for how the demand plan should react.
- Adjust share of tot
- Displays if the share of the total forecast, if updated, is to be automatically adjusted for summary or any higher levels, when the total of a corresponding demand plan is changed on a certain summary level.
- Allow alt hierarchy
- Displays weather creation of alternative hierarchies is allowed for the demand plan using the corresponding control category.
- Statistic key value
- Displays if the demand plan based on statistics will get key values from base files or from statistics.
Value Description B Base files The statistics based demand plan will get key values from the base files. S Statistics The statistics based demand plan will get key values from statistics. Note: These are panel values and may be different in your system.
- Based on calc rule
- Displays how the based on quantities shall be calculated when the specification periods are created.
Value Description A According to season profile E Equal share P Period per period P Period relations Note: These are panel values and may be different in your system.
- Season profile
- Displays the name of the season profile selected when based on quantities are calculated according to season profile.
- Manual Fc calc rule
- Displays how the period for a lower level quantity be moved upwards in the hierarchy when a manual Fc is added to it.
Code Description 1 Move upwards. 2 Adjust upwards.
- Rule for roll
- Displays how changes should be handled during roll of a plan.
Value Description 1 Add changes Manual changes on the demand plan will automatically be performed after the new period is added during the roll. 2 Do not add changes No manually changed forecast is added after the new period is created.