Defining Schedule—Exercises

IMPORTANT
It is extremely important that you set up and work within your own Server ID in order to maintain your data integrity. If you work within any other server id, you will compromise your exercise data as well as the data of other students. Predictable exercise results require that your data be isolated to your own server id.

Basic Data Setup

Entering General Server Data

Purpose: The purpose of this exercise is to show you how to set up general server data for your server ID.

Windows:
Demand Plan Server Setup
Forecast Server

  1. Register the necessary basic data for your server ID.
  2. Save your changes.

General exercise for Entering General Server Data

Defining Flows

Purpose: The purpose of this exercise is to show you how to define a base flow for your server ID.

Windows:
Demand Plan Server Setup/Base Flows
Forecast Server

  1. Create a non-master base flow for your forecast server ID.
  2. Save your changes.

General exercise for Defining Flows

Entering Period Version

Purpose: The purpose of this exercise is to show you how to set up a period version for your server ID.

Windows:
Demand Plan Server Setup/Period Version

  1. Create a period version for your server ID. Demand will be aggregated and a forecast created in period unit defined in period version.
  2. Save your changes.

General exercise for Entering Period Version

Main Exercise

Purpose: The purpose of this exercise is to show you how to create a schedule for the processes in the forecast cycle.

Windows:
Demand Plan Server Setup/Scheduling
Forecast Server

Defining Schedule

  1. Open the Demand Plan Server Setup window, and query (F3) for your server ID.
  2. Click the Scheduling tab.
  3. In the Job list, click Qualify.
  4. In the Schedule Type list, click Monthly.
  5. Under Time Parameters, enter today's date in the Schedule Date field. Also enter a time earlier than the present time in the Schedule Time field.
  6. Under Only Job Qualify, enter 12 in the Number of Periods field. Enter 10 in both the In field and the Out field.
  7. Save your changes (F12).
  8. Repeat steps 2–5 and then step 7 for the Aggregate Daily process but with schedule type daily and a schedule time values later then the  Qualify job.
  9. Repeat steps 2– 5 and then step 7 for Create Forecast process but  with schedule type Monthly and a schedule time later then the Qualify job.
  10. If the Demand Plan Server is running, close it by double-clicking the Demand Plan Server icon in the lower right-hand corner of the screen.
  11. On the File menu, click Exit. You are prompted to indicate whether you want the changes to be uploaded to the database.
  12. Click No.
  13. If the Demand Plan Server is not running, click the Start button on the Windows taskbar, point to Programs, and then click Forecast Server. The server starts automatically, and begins to process your schedule.