Set up demand plan control categories

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  1. Select the Work with demand plan categories menu item.
  2. On the initial panel, click Add.
  3. You access Work with control categories where you define the details of the DP control category. Complete the following fields:
  4. Category
    Enter the identity of the DP control category.
    Description
    Enter a description of the DP control category.
    Statistic key value
    Indicate from which source the statistics based demand plan will get key values. Valid codes are:
    Code Description
    1 Base files: The statistics based demand plan will get key values from the base files.
    2 Statistics: The statistics based demand plan will get key values from statistics.
    Based on calc rule
    Indicate how the based on quantities shall be calculated when the specification periods are created. Valid codes are:
    Code Description
    1 Share equal
    2 Period per period
    3 According to season profile
    Season profile
    Mandatory entry if Based on calc rule is set to 3. Enter the season profile code, if the Based on calculation rule is set to season profile. 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 the 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. Valid codes are:
    Code Description
    1 Move upwards: The value of manual forecast will be added upwards in the summary structure without any changes.
    2 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. Valid codes are:
    Code Description
    1 Add changes: After the new period is added during the roll, manually performed changes on the demand plan will automatically be performed.
    2 Don’t add changes: Original values will be used during the roll.

    Click OK. Exit the routine.

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