Maintaining Forecast Parts—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

Defining Schedule

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

Windows:
Demand Plan Server Setup/Scheduling
Forecast Server

  1. Set up a schedule for your server ID.
  2. Start the demand planning server.

General exercise for Defining Schedule

Main Exercises

Purpose:  The purpose of this exercise is to give you an overview of where and how to maintain a forecast part and other functionality in IFS Demand Planning.

Windows:
Forecast Part
Forecast Server
Forecast Client
Edit Base Flow Parts

Maintaining Forecast Parts—Forecast Part

  1. If the Demand Plan Server is running , double-click the Demand Plan Server icon in the lower right corner of the screen to exit the server. On the File menu, click Exit and then OK.
  2. Open the Forecast Part window. In the Flow ID list, query for one of your flows.
  3. Click the General tab.
  4. Connect a predecessor to your part by entering a value in the Predecessor field in the Inherited Historic Demand area. Alternatively, select an existing predecessor from the List Of Values. 
  5. In the Start Date field, enter the date on which the inheritance should start. In the End Date field, enter the date on which the inheritance should stop. Save your changes.
  6. Click the Forecast Model tab. This tab contains all the basic settings for a forecast part. You can change these settings here as well as in the Demand Plan Client. 
  7. Change the forecast model for Part B.
  8. In the Alpha, Beta, and Rho fields, change the alpha, beta, and rho values as desired. Save your changes.
  9. Click the Historic Demand tab. In the Adjusted Demand field, change the values for a few periods. 
  10. On the Windows taskbar, click the Start button, point to Programs, and then click Forecast Server to start the Demand Plan Server.
  11. On the Windows taskbar, click the Start button, point to Programs, and then click Forecast Client. Log on to the client using appowner for the user ID and password.
  12. In the Flow ID list, select the flow that contains the part for which you made changes, and check the edited values and settings.
  13. To turn on the inheritance functionality, click On in the Inheritance list for the part for which you entered a predecessor. Watch the changes in the history and forecast as the inheritance is turned on and off. This is the only place where inheritance can be activated or deactivated.

Maintaining Forecast Parts—Edit Base Flow Parts

  1. If the Demand Plan Server is running, exit the server by double-clicking the Demand Plan Server icon in the lower right corner of the screen. On the File menu, click Exit and then OK.
  2. Open the Edit Base Flow Parts window.
  3. Right-click, and query for one of your flows.
  4. In the Start Date field, enter a start date two years back in time.
  5. In the End Date field, enter an end date that is one month back in time, and then click Populate.
  6. In the Not Included in Forecast Flow area, click a part. Move the flow to the Included In Forecast Flow area using Move right. Click Apply.
  7. On the Windows taskbar, click the Start button, point to Programs, and then click Forecast Server to start the Demand Plan Server.
  8. On the Windows taskbar, click the Start button, point to Programs, and then click Forecast Client. Log on to the client using appowner for the user ID and password.
  9. In the Flow ID list, select the flow for which you made changes.
  10. In the Part No list, verify that the part that you added to the flow is actually a part of the flow.

Maintaining Forecast Parts—Creating market segment parts

  1. If the Demand Plan Server is running , double-click the Demand Plan Server icon in the lower right corner of the screen to exit the server. On the File menu, click Exit and then OK.
  2. Open the Forecast Part window. In the Flow ID list, query for one of your flows.
  3. Click the General tab.
  4. Change the is market segment field from no to yes. Save your changes.
  5. On the Windows taskbar, click the Start button, point to Programs, and then click Forecast Server to start the Demand Plan Server.
  6. On the Windows taskbar, click the Start button, point to Programs, and then click Forecast Client. Log on to the client using appowner for the user ID and password.
  7. In the Flow ID list, select the flow that contains the part for which you made change, and check that the part has become a market segment. The background color in the part combo box should be red, instead of white as it is for normal parts.

Maintaining Forecast Parts—Connecting part to market segment

  1. If the Demand Plan Server is running , double-click the Demand Plan Server icon in the lower right corner of the screen to exit the server. On the File menu, click Exit and then OK.
  2. Open the Forecast Part window. In the Flow ID list, query for one of your flows. You must select another part than the part you have selected as market segment part in the create market segment part.
  3. Click the General tab.
  4. Change the Market segment field from empty, to the same part as you set to be a market segment in the create market segment part. Save your changes.
  5. On the Windows taskbar, click the Start button, point to Programs, and then click Forecast Server to start the Demand Plan Server.
  6. On the Windows taskbar, click the Start button, point to Programs, and then click Forecast Client. Log on to the client using appowner for the user ID and password.
  7. In the Flow ID list, select the flow that contains the part for which you made change. This part has now got a market segment connected to it and you are able to display the market segment (forecast graph) and the market segment share (forecast error graph). You can now set a target market share and get the resulting adjusted forecast, and vice versa.

Maintaining Forecast Parts—Defining an authorize interval

  1. If the Demand Plan Server is running , double-click the Demand Plan Server icon in the lower right corner of the screen to exit the server. On the File menu, click Exit and then OK.
  2. Open the Forecast Part window. In the Flow ID list, query for one of your flows.
  3. Click the General tab.
  4. In the Phase In Date field, enter the date, the date should be in the start of your forecasting horizon. In the Phase Out Date field, the date should be somewhere in the end of your forecasting interval. Save your changes.
  5. On the Windows taskbar, click the Start button, point to Programs, and then click Forecast Server to start the Demand Plan Server.
  6. On the Windows taskbar, click the Start button, point to Programs, and then click Forecast Client. Log on to the client using appowner for the user ID and password.
  7. In the Flow ID list, select the flow that contains the part for which you made changes, and check the edited values and settings. In the forecast graph, it is not possible to change the adjusted forecast before the period that contains the phase in date, and you should not be able to adjust after the phase out date.