Searching the Partner Site Forecast Book
Users can search the Partner Site Forecast Book using this flow.
Complete the following steps to view the Partner Site Forecast Book report:
L og in to the ONE system.
Click Menus/Favs > Demand Planning > Partner Site Forecast Book. 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 Partner Site Forecast Book screen displays.
Fill out the following fields. Fields with an asterisk ( * ) are required.
Field
Description
* Quantity measure
Select a quantity measure from the dropdown list. Custom UOMs are supported in this field when properly configured.
Product Group Level
Select a product group level using the picker tool.
* Site Group Level
Select a site group level using the picker tool.
Override Scenario
Select an override scenario using the picker tool.
Partner
Select a partner using the picker tool.
Forecast Bucketization
Select the forecast bucketization from the dropdown list
Display Override Inline
Select the display override inline checkbox to display the override inline.
Dynamic Forecasting Algorithm
Select the dynamic forecasting algorithm from the dropdown list.
Planned Forecast Scenario
Select a planned forecast scenario using the picker tool.
* Data To Review
Click the checkboxes for the data you wish to review.
Item Name
Select an item name using the picker tool.
DC Site
Select a distribution center (DC) using the picker tool.
Partner Enterprise
Select a partner enterprise using the picker tool.
Partner Site
Select a partner site using the picker tool.
Show Deleted Overrides
Select the checkbox to display deleted overrides.
Show Dynamic Statistical Forecast
Select the checkbox to display the dynamic statistical forecast. If selected, dynamic statistical forecast calculation logic is triggered and the corresponding data measures are populated.
Dynamic Forecasting Algorithm Parameter
Select a dynamic forecasting algorithm parameter using the picker tool.
* Timeline
Click the calendar icon.
A popup displays. Fields with an asterisk ( * ) are required.
Select a time bucket from the dropdown list for the * Bucketization field.
Use the calendar tool to select the beginning and end dates for the * Date Range field.
Click Search.
The search results appear.
Click the Create Event button to create a new event. See the " Creating Events from the Partner Site Forecast Book" section in the Online Help for more information.
Click the Customize button.
The Customization Level popup displays.
Select the appropriate level, and click the OK button.
The screen refreshes with customization tools.
Click the eye icon to hide and unhide the data measure.
Click the plus icon to add a data measure above or below this one.
The Add Data Measure popup displays.
Fill out the following fields. Fields with an asterisk ( * ) are required.
Field
Description
* Data Measure Type
Select a data measure type from the dropdown menu.
* Name
Enter a name for the data measure
Display Name
Enter a different name to display on the report, if desired.
Group
Check the box to allow child data measures to be added to this data measure.
*Expression
Click the tabs (Data Measure, Function, and Constants) in the pane on the right to build a mathematical expression from the lists. Instructions are provided for each tab.
Click the Add button.
The data measure is added as a new row.Click the Manage button to display the added customizations in a new tab.
The Manage Customization screen appears in a new tab.
In the Actions column, click the Delete link to delete a customization.
Click the Export to CSV button to export the report to a CSV file.
Returning to the Site Resource Allocated Capacity TLV screen, click the Finish Customizing button once all data measures have been added or hidden as desired.
The TLV updates.Click the Save button.
The screen refreshes.Click the Export to Excel button to export the data to a file on your computer.