Creating Events

Users can create events related to Demand Planning in the ONE Network system.

Complete the following steps to create an event:

  1. Log in to the ONE system.

  2. Click Menus/Favs > Demand Planning > Events > Create Event.
    The Create Event screen displays. 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."


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

    Field

    Description

    * Enterprise

    Select an enterprise to be associated with the new event.

    * Event Name

    Enter a name for the event.

    * Event Type

    Select an event type from the dropdown list.

    Promo Type

    Enter a promotion type.

    Forecast Type

    Select a forecast type from the dropdown list.

    Trade Promotion Cost

    Enter the cost for trade promotions.

    Advertising Cost

    Enter the cost for advertising.

    Event Pricing Change Type

    Select a pricing change type from the dropdown list. This field may be auto-populated based on the item selected; it is also context-sensitive and is not always available.

    Item Price

    Enter the price for the item. This item is only available based on the item selected.

    Event Price Change Percent

    Enter the percent for the price change using a value from 0 - 100 where 10 = 10%.

    * Recurrence

    Select the recurrence type from the dropdown list.

    Is Total Demand

    Select Yes or No from the dropdown list if this event is part of the total demand.

    Skip from Demand History

    Select Yes or No from the dropdown list if this even should be skipped from demand history.

    Product Group

    Use the picker tool to select the product group.

    Use Manufacturer Item

    Check the box to use the manufacturer's item.

    Item

    Use the picker tool to select an item associated with this event. If no item is selected, a confirmation popup window displays when you click Create Event to ensure that the field is intentionally left blank.

    * Geography Group

    Use the picker tool to select a geography group.

    Site

    Use the picker tool to select a site for the event.

    Account Instance

    Use the picker tool to select the account instance.

    Partner Site

    Use the picker tool to select the partner site.

    * Forecast Adjust Type

    Select the forecast adjustment type from the dropdown list.

    Forecast Adjust UOM

    Select the unit of measurement (UOM) from the dropdown list.

    Forecast Adjust Percentage

    Enter the percent for the forecast adjustment using a value from 0 - 100 where 10 = 10%.

    Event Pattern

    Select the pattern for how the event is loaded.

    Event Notes

    1. Click the icon to add a note to this event.
      The Event Notes popup window displays.

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    2. Enter text in the box.

    3. Click the checkbox for Public if this is a public note.

    4. Click the checkbox for Print if this is a note for printing.

    5. Click the Add Note button.
      A new note is added to the table of notes.

    6. Click the OK button.
      The popup closes and an indicator for how many notes exist (next to the Event Notes icon) updates.

    Is Pending

    Click the checkbox if this event is still in a pending state.

    Base Adjust Value

    Enter a numerical value in the first field. Select a value of how the adjustment is determined in the second field.

    State

    Enter a state. This field may be edited based on selections in other fields.

  4. Complete the following instructions to add Event Occurrences.

    1. Click the Add link.
      A new row is added to the table.

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

      Field

      Description

      *Event

      Use the calendar tool to select beginning and end dates for the event occurrence.

      Event Price

      Enter a price for the event.

      Regular Price

      Enter the regular price.

      Calculated Adjust Percentage

      Enter a percentage value using a value from 0 - 100 where 10 = 10%.

      Adjust Value

      Enter in a value for the adjusted amount.

      Adjust UOM

      Select an adjustment unit of measure from the dropdown list.

  5. Click the Create Event button.
    The screen refreshes to show the event's details with a green success bar.