This page enables you to create, edit, and delete forecast archive records. These are the disaggregated forecasts from the product and customer combination in Demand Planning, to the product, customer, and location combination in Supply Planning.

Parameters

The Forecast Accuracy Settings table allows you to set parameters, with the values entered displayed in the Effective Parameters table. See the bottom of the page for details.

ParameterValue
Forecast Error Basis

Specify how the forecast error is calculated. The absolute forecast error is divided by:

  • Actuals: Uses shipment history as the basis for forecast accuracy.
  • Forecast: Divides the forecast error by the forecast. 
  • Minimum Error: Divides the forecast error by either the history or forecast, whichever gives the lowest error. This helps prevent incentivizing behavior that introduces bias into forecasts. 
Forecast Accuracy Measure

Specify the forecast accuracy measure:

  • MAPE: Uses the Mean Absolute Percentage Error (MAPE) value. 
  • Accuracy: Uses the Forecast Accuracy value, defined as 100% minus the Mean Absolute Percentage Error (MAPE) value. 
Lead Time OffsetSpecify the number of planning periods to be used as lead time offset for forecast error calculations. For example, for a forecast made for Week 1, specifying a value of 2 would begin to measure the forecast made in week 1 from week 3.
Periods to SumSpecify the number of planning periods to sum in the calculation of the Mean Absolute Percentage Error (MAPE) value. For example, specifying a Lead Time Offset value of 2 and Periods to Sum value of 3, measures the forecast made in the week 1 offset to week 3, and sums it for weeks 3, 4, and 5.

For parameter changes to take effect, run the Refresh Forecasts for Forecast Accuracy action on the D1010 - Current Period / Plan Locking page.

Steps

Create a Forecast Archive

To create a forecast archive:

  1. Complete the Header Naming table:
ParameterValue
Current PeriodDisplays the default current planning period. 
Default Archive NameDisplays the archive record's system-generated name.
Override Archive NameEnter an alternative name for the archive record.
Effective Archive NameDisplays the archive record name. This is the Default Archive Name value, unless the Override Archive Name value is populated.
CommentsEnter any freetext comments for the archived record.
  1. Complete the Edit Archive Scope table:
ParameterValue
Archive Full HorizonSelect if all the demand planning periods are kept in the archived record as the full horizon. If set to No, enter a specific number of periods in Periods to Archive.
Periods to ArchiveIf the Archive Full Horizon is set to No, specify the number of periods (including the current period) to be archived from the selected file.
Waterfall?Specify if the forecast archive is included in the waterfall analysis.
Forecast Accuracy?Specify if the forecast archive is included in the forecast accuracy tables and charts.
Consensus PlanSpecify if the consensus plan is included in the forecast archive.
Production PlanSpecify if the production plan is included in the forecast archive.
  1. The Effective Archive Scope table displays the values from the Edit Archive Scope table.
  2. Select Create Forecast Archive.

Edit a Forecast Archive

To edit a forecast archive:

  1. Select one or more of the options below in the Edit Archives pane:
ParameterValue
Add to WaterfallIf the Current Waterfall column is unchecked, select to add the archive record to the waterfall analysis.
Remove from WaterfallIf the Current Waterfall column is checked, select to remove the archive record from the waterfall analysis.
Remove from Forecast AccuracySelect this checkbox to remove the forecast archive from the forecast accuracy tables and charts.
  1. Select Update Waterfall & Forecast Accuracy.

Delete a Forecast Archive

To delete a forecast archive:

  1. Select Delete? against the forecast archives to be deleted.
  2. Select Delete Header & Forecast Archive.