This page enables you to create and manage processes associated with rolling applications forward to a new planning period.
Before you start
Use the context selector at the top-right to select a product. Additionally, you can manually enter the required values using the search function.
Update Current Period
This section allows you to override the current period used in the model, according to the time settings. It's recommended that Current Period is controlled in the Data Hub.
| Parameters | Values |
| Current Period | Displays the current period used in the model according to the time settings. |
| Override Current Period | Select a value to override the Current Period used in the model according to the time settings. |
| EF Current Period | Displays the current period in the app taken from the Current Period or Override Current period value. |
| EF Current Period Start Date | Displays the start date of the Current Period. |
| EF Current Period End Date | Displays the end date of the Current Period. |
Lock Plans
This section enables you to lock plans once you have completed the monthly planning cycle. Plans should be locked to prevent them from adjustment.
| Parameters | Values |
| Lock Inventory Plan | You check this box to control in-use Inventory Policy changes and enable distribution center transfer approvals. The lock status displays on the Demand Planning page. |
The Inventory Plan Status card displays the current status of the selected inventory plan.
Reset Cleared Prioritizations
This section displays where alerts were clear during the last planning cycle. Either select the column and use the spacebar or select the Clear Prioritization Alert column.
Use the context selector to change a scenario.
Steps
Manage Forecast Archives
To manage your forecast archives:
- Select Manage Forecast Archives to access the page.
- Select Create Forecast Archive after editing and confirming the archive scope.
- Select Update Waterfall & Forecast Accuracy to update all archive changes across the system.
Refresh Forecast for Forecast Accuracy
To refresh the forecast for Forecast Accuracy:
- Go to Manage Forecast Archives page to create Forecast Archive and edit Forecast Accuracy Parameters.
- Select Refresh Forecasts for Forecast Accuracy.
Import Current Period from Data Hub
You can import the current period settings from the Data Hub application. To do this, select Import Current Period from Data Hub.
