Related topics
- Demand plan process
This document outlines the different process steps and the order in which these actions should be taken. - Set up demand plan control categories
In this file you maintain control categories, defining the control parameters that will be retrieved to a demand plan. A control category *DEFAULT is preloaded but you can change the parameter values as well as create others to suit your needs. When creating a demand plan, (via Work with demand plans), you assign the control category to be used. The control parameters defined in this file for the assigned control category are retrieved to the demand plan header. Most parameters cannot be changed once retrieved.
Options
| Delete | Select this option to delete/inactivate a record. Note: A control category cannot be deleted if it is connected to a Demand plan. Select the Where used option to view this information. |
| Where used | Select this option to view all the demand plans which are using the selected control category. |
Selection fields
- Category
- This column lists the codes of the existing control categories.
- Description
- This column lists the descriptions of the control categories.
- Alt hier
- This column indicates if creation of alternative hierarchies is allowed for the demand plan using the corresponding control category.
- Used
- This column indicates if the corresponding control category is used in one or more demand plans.
- Statistic key value
- This column indicates if the demand plan based on statistics will get key values from base files or from statistics.
Value Description Base files The statistics based demand plan will get key values from the base files. Statistics The statistics based demand plan will get key values from statistics.
- 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.
- Based on calculation rule
- This column indicates how the based on quantities should be calculated when the specification periods are created.
According to season profile Equal share Period per period Period relations
- Description
- This column lists the description of the calculation rule.
- Season profile ID
- This column lists the season profile ID (and is mandatory if the Based on calculation rule is set to 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
- This column indicates how the period for a lower level quantity will be moved upwards in the hierarchy when a manual Fc is added to it.
Value Description Move upwards The value of manual forecast will be added upwards in the summary structure without any changes. Adjust upwards The value of manual forecast will be adjusted before adding to the periods, upwards in the summary structure.
- Description
- This column lists the descriptions of the Manual Fc calc rule codes.
- Rule for roll
- This column lists how the changes should be handled during roll of a corresponding demand plan.
Value Description Add changes Manual changes on the demand plan will automatically be performed after the new period is added during the roll. Don’t add changes No manually changed forecast is added after the new period is created.
- Description
- This column lists the descriptions of Rule for roll codes.
- Currency
- This column lists the currencies if the demand plan, when created, contains a value. This value is used as a default for the plan and can be overridden.
- Price list
- This column lists the price lists if the demand plan, when created, contains a value. This value is used as a default for the plan and can be overridden.
- Maintenance secured
- This column indicates if the corresponding demand plan is secured for maintenance.
- Enquiry secured
- This column indicates if the corresponding Demand plan enquiry is secured from access.
Work with control categories (INVD03004)
From this panel you can view, add or maintain information pertaining to demand plan control categories.
- Category
- Enter the unique code identifying the control category.
- Adjust share of tot
- Indicate 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
- Indicate if creation of alternative hierarchies is allowed for the demand plan using the corresponding control category.
- Statistic key value
- Indicate how the demand plan based on statistics will get key values from base files or from statistics.
Value Description Base files The statistics based demand plan will get key values from the base files. Statistics The statistics based demand plan will get key values from statistics.
- Based on calc rule
- Indicate how the based on quantities should be calculated when the specification periods are created.
According to season profile Equal share Period per period Period relations
- Season profile
- Mandatory entry if the code for Based on calculation rule is set to According to season profile. Enter the season profile ID. If a season profile is entered, this control category can only be used for demand plans that cover one year or a multiple of whole years. The reason for this is that the index for each period is calculated as follows: Period index = Period weight/Average weight for all periods.
- Manual Fc calc rule
- Indicate how the period for a lower level quantity be moved upwards in the hierarchy when a manual forecast is added to it.
Value Description Move upwards The value of manual forecast will be added upwards in the summary structure without any changes. Adjust upwards The value of manual forecast will be adjusted before adding to the periods, upwards in the summary structure.
- Rule for roll
- Indicate how the changes should be handled during the roll of a demand plan.
Value Description Add changes Manual changes on the demand plan will automatically be performed after the new period is added during the roll. Don’t add changes No manually changed forecast is added after the new period is created.
- Currency
- Optional entry. Enter the currency to be used as the default on the demand plan. This value is retrieved to the demand plan when this control category is assigned, but can be overridden.
- Price list
- Optional entry. Enter the price list to be used as the default on the demand plan. This value is retrieved to the demand plan when this control category is assigned, but can be overridden.
- Maintenance secured
- Indicate if the demand plan should be secured from maintenance. This value is retrieved to the demand plan when this control category is assigned, but can be overridden.
- Enquiry secured
- Indicate if the demand plan enquiry should be secured from access. This value is retrieved to the demand plan when this control category is assigned, but can be overridden.
Work with control categories, Copy (INVD03005)
- Category
- Displays the categories you selected to copy.
- New category
- Enter the new categories that you are creating.
Work with control categories, Deletion (INVD03008)
Work with control categories, Where used (INVD03011)
This panel lists all the demand plans which are using the selected control category.
Options
| Display plan | Select this option to access the Demand plan enquiry to view the demand plan details. |
- Category
- Displays the code and description of the control category.
- Demand plan
- This column lists the codes that identify the demand plans using the selected control category.
- Description
- This column lists the descriptions of the corresponding demand plans.
- Status
- This column lists the codes indicating the status of the demand plans.
- Description
- This column lists the descriptions of the corresponding demand plan status codes.
- Responsible
- This column lists the codes, from Work with signatures, indicating who is responsible for the corresponding demand plan.