Create a Demand Planning Scenario

The Demand Planning engine supports multiple scenarios. Forecasting can be run for different scenarios, and the results can be compared. A scenario holds all the parameters necessary to run the forecasting engine. They include the statistical forecasting technique to use, model names for demand history data, split ratios, and output forecasts. A number of scenarios can be saved in the system, however, no more than three scenarios may be active at the same time. Only one of the active scenarios may be used for replenishment.

Complete the following steps to create a Demand Planning scenario:

  1. L og in to the ONE system.

  2. Click Menus/Favs > Demand Planning > Simulation > Create DP Scenario.
    In the NEO UI, users can click on the Menus/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
    The Create DP Scenario screen appears.

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  3. Enter values for fields described in the table below. Fields with an asterisk ( * ) are required.

    Column 1

    Field Name

    Description

    * Scenario Owner Enterprise

    Use the picker tool to select an enterprise for the DP Scenario.

    * Scenario Name

    Type a name for the DP Scenario.

    * Standard Name

    Select a standardized name for the DP Scenario. Defines which set of columns is processed by the scenario.

    Forecast Method

    Use the picker tool to select an algorithm used to forecast the current scenario.

    Algorithm Parameter

    Use the picker tool to select an algorithm parameter.

    * Calendar Hierarchy

    Type the hierarchy used for the scenario calendar. The default value is ISO 8601.

    Statistical Forecast Product Level

    Select a product level for the forecast.

    Statistical Forecast Geographical Level

    Select a geographical level for the forecast.

    Statistical Forecast Account Level

    Select an accounting level for the forecast.

    * Statistical Forecast Calendar Level

    Choose either a yearly, monthly, weekly, or daily calendar level.

    * Forecast Horizon

    Enter a plot point for the forecast.

    * Daily Forecast Horizon

    Enter a daily representation of the forecast horizon.

    Historical Horizon

    Enter a value to specify the limit of historical data to use in forecasting.

    Column 2

    * Start Day Of Week

    Select the day of the week on which the calendar begins.

    * History Source Transaction

    Select the source for the aggregated transaction history for the scenario.

    History Source Trans Name

    Type in a name for the History Source Transaction.

    * Split Ratio Model Name

    Select the name for the split ratio model. The default value is Standard SplitRatio.

    Daily Split Ratio Model Name

    Select the daily split ratio model. The default value is CalDayWeek Division SplitRatio.

    Demand Forecast Trans Name

    Select the demand forecast transaction name. The default value is Standard DemandForecast.

    Store Demand Forecast Trans Name

    Select the demand forecast transaction name. The default value is Standard SCC.StoreDemandForecast.

    Product Group Type

    Select the hierarchical group type for products that are waiting to be forecast.

    Geo Group Type

    Select the geographical hierarchy group type.

    Account Group Type

    Select the account group type.

    Disaggregation Mode

    Select a disaggregation mode from the dropdown list.

    Exp Trend Limit Enabled

    Select Yes or No to enable the exponential trend limit.

    Column 3

    Is Active

    Check this box to make the scenario active.

    Is Default

    Check this box to make the scenario the default scenario for the DP engine.

    Is Run For DC Only

    Check this box to run for distribution centers only.

    Is Setup Zero Input

    Check this box for the scenario to run without input.

    Process Seasonality

    Check this box to process using a seasonality scheme.

    Support Store Deactivation

    Check the box to support the deactivation of a store.

    Apply Lost Sales

    Check this box to factor in lost sales for the demand planning scenario.

    Exclusive Mode

    Check this box so that other scenarios can't override forecasts produced by this scenario.

    Eliminate Forecast Discontinuity

    Chick this box to eliminate the forecast discontinuity.

    Process Attach Rate

    Check this box to process the attached rate.

  4. To add Propagation Levels, click the Add link.
    A row is added to the table.

  5. Enter values for fields described in the table below. Fields with an asterisk ( * ) are required.

    Field

    Description

    *Prop ID

    This field is auto-populated.

    Product Level

    Select a product level.

    Geo Level

    Select a geographical level.

    Account Level

    Select an account level.

    Forecast Horizon

    Enter a value for the forecast horizon.

    Daily Forecast Horizon

    Enter a value for the daily forecast horizon.

  6. Click the Create Scenario button.
    A success message appears.

    Tip

    To make any changes to the scenario, click the Update button at the bottom of the page.