Related topics
- About demand plan hierarchies
- Demand plan process
This document outlines the different process steps and the order in which these actions should be taken. - Maintain the forecast figures for a demand plan
- Work with a planner’s collection view
This panel is used to drill down through the hierarchy levels of the demand plan and maintain the forecast values. You can change the sales forecast, the forecast change, the season profile, the currency and the calculation rule either on total level or further down in the hierarchy.
When the forecast figures have been maintained you can mark each level record as revised and completed. You can also transfer files to a PC client.
Options
| Change total | Select this option to change the total values for the forecast on the current level. |
| Next level | Select this option to view the next level in the demand plan hierarchy. |
| Select this option to print the demand plan. | |
| Revised | Select this option to report that the demand plan has been revised. The Rev field on this panel will be set to YES when the revision is confirmed. |
| Completed | Select this option to report that the demand plan has been completed. The Com field on this panel will be set to YES when the completion is confirmed. |
| Create db for transfer | Select this option to create a database to be used when files are transferred to a PC client. |
| Item/whs | Select this option to work with the share of the total forecast for all items and warehouses that are connected to the current summary level. |
| Change/period | Select this option to manually change the forecast values and periods. |
| Coll view | Select this option to access the planner’s collection view where you can see demand, forecast and statistical values, both historical and expected future values for a demand plan. |
Function keys
| Alternative view | The alternative view of the hierarchy levels for the demand plan can be useful if you want to see the total forecast for a lower hierarchy level without having to drill down. |
| Show hierarchy | View the demand plan hierarchy. |
Selection fields
- Demand plan
- Total forecast
- Displays the total sales forecast and the forecasting unit for the demand plan.
- Sales fc, amount
- Displays the sales forecast amount and the currency for the demand plan.
- Hierarchy key type
- The name of this field differs depending on the type of hierarchy key that is displayed. Displays the name and description of the hierarchy key.
- Total Fc
- Displays the total forecast (forecast + manual forecast) for the current level.
- Tot amount
- Displays the total sales amount for the current level.
- Rev
- Indicates if the demand plan level has been revised.
- Com
- Indicates if the demand plan level has been completed.
- E
- 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.
Work with demand plan, Deletion (INVD83208)
Work with demand plan, Level 1-9/Demand plan enquiry (INVD83211)
The fields that can be maintained differ depending on which Maintenance mode you are in. The following modes are available:
- Add mode
This is only available on the lowest hierarchy level of the demand plan. In this mode you add the header information for the new record.
- Change total mode
In this mode you can change the sales forecast, the forecast values using a percentage, the season profile, the currency and the calculation rule. The following updates can be made in this mode:- If you enter a total sales forecast value, but no season profile, and period values exist, then the entered total value will be portioned to period values using the existing period values.
- If you enter a total sales forecast total value together with a season profile, then the entered total value will be portioned according to the season profile.
- If you enter a positive (+) or negative (-) percentage value in the Forecast change field, then the forecast values will be changed according to this value.
Note: When the total of a demand plan is changed on a certain summary level and the forecast is updated, then the share of the total forecast for that summary level and any higher levels can be automatically adjusted in proportion to the changed forecast. This is defined in the Adj share of tot IDP field in the IC control file.
- Display mode
This mode displays the demand plan information. No maintenance is allowed.
- Change/period mode
In this mode you can change the manual forecast values. These will be accumulated to the total manual forecast value.
Function keys
| Lock/unlock forecast | Lock or unlock the forecast figures. If locking the forecast figures, the total forecast values for the current level will be saved and displayed in the Locked Fc field. When the forecast values have been locked on a level, the total forecast values for the next level must be equal to the locked value.
Note: This is only possible if the Locked Fc field is blank, i.e., if no forecast figures have previously been locked for this level. |
| Planner coll view | Access the planner’s collection view where you can see demand, forecast and statistical values, both historical and expected future values for a demand plan. |
- Demand plan
- Hierarchy key type
- The name of this field differs depending on the key value that you are maintaining. Displays the value of the key that should be connected to this level of the demand plan.
- Sales forecast
- Displays the sales forecast value for all periods.
- Forecast change + – %
- The positive (+) or negative (-) percentage indicates with how much the forecast values should be increased or decreased.
- Total forecast
- Displays the total forecast (sales + manual forecast) for all periods.
- Season profile
- The code from Work with season profiles indicates the season profile to be used when the entered sales forecast is to be portioned among the periods.
- Currency
- The code from Work with currencies indicates the currency that should override the currency on the demand plan header level. Using this field you may define several currencies for a demand plan. All figures will be saved both in the entered currency and in the system currency.
- Calculation rule
- The code indicates the calculation rule that should override the calculation rule on the demand plan header level.
Code Description 1 Flexible When the forecast is increased on details level, the total will also be increased. 2 Fixed When demand planning values are increased for one hierarchy key (e.g. item group), values are decreased for the other item groups included in the demand plan. The fixed calculation rule is appropriate to use when the total forecast value must not be changed, only proportioned.
- Period
- Displays the forecast periods in ascending sequence.
- BO Statistics/Demand/Forecast
- Depending on if the demand plan is based on sales statistics, IC control demand or on IC control forecast, this field displays different information; invoice statistics, IC demand or IC forecast, per period. The column refers to the period defined for the demand plan in the “Based on” interval.
Note: If the demand plan is of type 2 (Promotion) this field will only display the invoice statistics that are related to the actual promotion.
Note: When working with Alternative hierarchies, this column and the SO Statistics/Demand/Forecast columns are not shown. Instead, they are replaced with one column (Original value) that displays the values from the main plan hierarchy.
- SO Statistics/Demand/Forecast
- Depending on if the demand plan is based on sales statistics, IC control demand or on IC control forecast, this field displays different information; invoice statistics, IC demand or IC forecast, per period. The column refers to the period defined for the demand plan in the “Specification” interval.
Note: If the demand plan is of type 2 (Promotion) this field will only display the invoice statistics that are related to the actual promotion.
Note: The values in this column are not updated even if adjustments have been made for the period. However, if the plan has been rolled over periods, this column is updated according to the current situation. The column can also be updated by using the Retrieve statistics option for the demand plan.
Note: When working with Alternative hierarchies, this column and the BO Statistics/Demand/Forecast columns are not shown. Instead, they are replaced with one column (Original value) that displays the values from the main plan hierarchy.
- Original value
- This column is only shown when working with Alternative hierarchies. Displays the values from the main plan hierarchy.
- Forecast
- Displays the forecast for the period. This forecast will be re-calculated when the demand plan is refreshed or if forecast values are maintained on other levels. For example, if the forecast value is increased on the level above, this forecast value will be re-calculated automatically.
- Order stock
- Displays the number of orders, in forecasting unit, that have not been delivered. The requested delivery time controls which period should be updated. Note: If the demand plan is of type 2 (Promotion) this field will only display the orders that are related to the actual promotion.
Note: The values in this column are not updated even if adjustments have been made for the period. However, if the plan has been rolled over periods, this column is updated according to the current situation. The column can also be updated by using the Retrieve statistics option for the demand plan.
- Locked Fc
- If the forecast values have been locked using the Lock/unlock forecastfunction key, then these values are displayed in this field. When the forecast values have been locked on a level, the total forecast values for the next level must be equal to the locked value.
- Fc accuracy
- If the forecast deviates from the original, this field shows a percentage indicating the forecast accuracy for the period. The accepted forecast deviation is defined in the demand plan header.
Work with demand plan, Validation (INVD83214)
This panel displays all demand plan records that you have selected to report as revised or completed. Click OK to confirm. Click Back to cancel.
- Demand plan
- Total forecast
- Displays the total sales forecast and the forecasting unit for the demand plan.
- Sales fc, amount
- Displays the sales forecast amount and the currency for the demand plan.
- Action
- Depending on what action you have selected, this field displays either Revised or Completed.
- Hierarchy key type
- The name of this field differs depending on the key value that you are maintaining. Displays the value of the key for which the selected action (revision or completion) should be validated.