The following describes how to manually set the share of the total forecast (proportion values) per summary level in the hierarchy for a demand plan. This is useful especially on empty demand plans.
Note: The Update function must be used in order to update the forecast with the changed figures.
The season profile is used to set the share of the total forecast per period. If a season profile is used, then the figures are re-calculated using the weight defined for each period in the Season profile weights table. If not, then an equal share per period will be calculated.
Tip: 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 Adj share of tot IDP in the IC control file.
- Select the Work with demand plans (DP) menu item.
- On the initial panel, select the applicable demand plan and click Set share of total.
- You access Work with share of total for demand plan, Level X. Depending on which hierarchy is used for the selected demand plan, the code from the Demand plan hierarchy table will differ and so will the panel heading. This code defines the hierarchy keys and summary levels for the demand plan. Complete the following fields:
- Share of total
- Enter a value to indicate the share of the total forecast (proportion value) of the summary level.
- Upd
- Indicates if the summary level is updated.
- Season profile
- Enter a code from the Season profile table if a season profile should be used when the entered share of the total forecast is to be portioned among the periods.
Click Update and then OK.
Repeat for each level in the hierarchy. Click Next level to view the next level in the demand plan hierarchy. Note that the item/warehouse level can only be reached from the lowest summary level in the hierarchy.
Related topics
- About demand planning
- Demand plan process
- Create a demand plan
- Create imports for demand plan
- Import data to be used in a demand plan
- Change the demand plan status
- Narrow down the demand plan selection
- Update the demand plan
- Create details for the demand plan
- Delegate the demand plan
- Maintain the forecast figures for a demand plan
- Rebuild the demand plan
- Roll the demand plan
- Update BIW (Business Information Warehouse) with information from demand plan
- Create a work file for a planner’s collection view
- Work with a planner’s collection view
- About demand plan hierarchies