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:
- 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 Forecast change 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 Adj share of tot IDP in the IC control file.
When the forecast figures have been maintained, you can mark each level record as revised and completed. You can supervise the ongoing process to keep track of when all records have been revised and completed.
- Select the Work with demand plans (DP) menu item.
- On the initial panel, select the demand plan that you want to maintain and click Details.
- You access Work with demand plan, Level 1. 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. Drill down (using the Next level option) to the hierarchy level that you want to maintain and click Change total.
- You access Work with demand plan, Level X where you can change the following fields:
- Sales forecast
- Enter the sales forecast value for all periods
- Forecast change + – %
- Enter a positive (+) or negative (-) percentage indicating with how much the forecast values should be increased or decreased.
- Total forecast
- Enter the total forecast (sales + manual forecast) for all periods.
- Season profile
- Enter a code from the Season profile table indicating the season profile to be used when the entered sales forecast is to be portioned among the periods.
- Currency
- Enter a code from Work with currencies indicating 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
- Enter a code indicating the calculation rule that should override the calculation rule on the demand plan header level. Valid codes are:
| 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. |
Click OK. Exit the routine.
Tip: 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.
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
- Rebuild the demand plan
- Roll the demand plan
- Update BIW (Business Information Warehouse) with information from demand plan
- Work with share of total for a demand plan
- Create a work file for a planner’s collection view
- Work with a planner’s collection view