Generating Seasonal Profiles—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 different steps in the forecast cycle.
Windows:
Demand Plan Server Setup/Scheduling
Forecast Server
- Set up a schedule for your server ID.
- Start the Demand Planning Server.
General exercise for Defining Schedule
Main Exercises
Purpose: The purpose of these exercises is to show you how to adjust the forecast
using some of the features of the graphical user interface.
Windows:
Forecast Client
- On the Windows taskbar, click the Start button, point to Programs,
and then click
Forecast Server.
- On the Windows taskbar, click the Start button, point to Programs,
and then click
Forecast Client. Log on to the client using <appowner> as both the user ID and password.
- In the Flow ID list, select one of your flows. In the Part
No list, select a part.
- On the Window menu, click Forecast Table.
- In the Adj. Demand list, edit the same four historical periods for each year
so that you get a distinct season for the part (this is done for simulation
purposes only).
- Repeat steps 3–5 for two more parts.
- On the File menu,
click Exit to close the Demand Plan Client.
- Double-click the Demand Plan Server
icon in the lower right corner of the screen to open the Demand Plan Server.
- On the System menu, click Generate Season Profiles. Once the process has been
performed, a message appears indicating how many new profiles were created and
stored in the season profile library.
- On the Windows taskbar, click the Start button, point to Programs,
and then click
Forecast Client. Log on to the client using
appowner as both the user ID and password.
- In the Flow ID list, select the flow that contains your part to verify that profiles have been created and assigned to the parts.
- In the Part No list, select the specified parts. In the Season
Profile/Std. Season Profile fields, you will find that a profile has been
assigned to each part. This profile is now incorporated into the system
forecast.
- On the SeasonProfile menu, click Save to save the profile.
Name the season profile, and click Save.
- If you want to deselect the profile from the part, click Std Season
Profile and then click None.
- On the View menu, click Season
Profile Graph to view the seasonal profiles. This graph shows the historical demand that
has built up
the season profile.
- On the Windows taskbar, click the Start button, point to Programs,
and then click
Demand Plan Server.
- On the Windows taskbar, click the Start button, point to Programs,
and then click
Demand Plan Client. Log on to the client using
appowner as both the user ID and password.
- In the Flow ID list, select one of your flows. In the Part
No list, select a part (do not select any of the parts used in the previous exercise).
- On the Window menu, click Forecast Table.
- In the Adj. Demand list, edit the same four historical periods for each year
so that you get a distinct season for the part (this is done for simulation
purposes only).
- On the Window menu, click Season Profile Graph. You will now
find the historical demand pattern for the part with each year a separate
object.
- In the SeasonProfile menu, click New Season Profile. A new
curve, called Season Profile appears in the graph.
- Adjust this curve so that it indicates the same
profile as the System profile. In general, the
longer the history, the closer the seasonal profile should be to the system
profile.
- On the SeasonProfile menu, click Normalize Season Profiles.
Normalization involves multiplying each period by a factor so that its sum equals the number
of periods in a year.
- On the SeasonProfile menu, click Save. Name the profile, and
click Save again. If normalization has not yet taken place, it will be done
when the profile is saved.
Note: You can also create a new profile using the Season Table.