Creating Events from the Partner Site Forecast Book

Complete the following steps to create events from the Partner Site Forecast Book screen:

1. L og in to the ONE system.

2. Click Menus/Favs > Demand Planning > Partner Site Forecast Book.
   The Partner Site Forecast Book screen appears.

3. Click the Create Event button.
   The Create Event screen appears with fields populated based on the filters selected from the Partner Site Forecast Book screen.
   
   
   
   

4. Fill out the following fields. Fields with an asterisk ( * ) are required.

   Field	Description
   * Enterprise Name	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.
   * 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	Click the icon to add a note to this event. The Event Notes popup window displays. Enter text in the box. Click the checkbox for Public if this is a public note. Click the checkbox for Print if this is a note for printing. Click the Add Note button. A new note is added to the table of notes. 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.

5. In the Event Occurrences table, click the Add link.
   
   
   
   A new row is added to the table.

6. Fill out the following fields. 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 a value for the adjusted amount.
   Adjust UOM	Select an adjustment unit of measure from the dropdown list.

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